Skip to main content
Equibles
GK logo

GK · AdvisorShares Gerber Kawasaki ETF ETF

Alerts for GK

Use GK with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$29.01 +0.08 (+0.27%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $8,690,162
Total Shares: 511,186

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 5 13F filers · Δ vs Dec 31, 2022
Top Holder
97.2%
Sep 2021 → Mar 2023 · range 46.3% – 100.0%
−2.8 pts
Top 5
100.0%
Sep 2021 → Mar 2023 · range 99.4% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2021 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
9,447
Sep 2021 → Mar 2023 · range 3,924 – 9,994
Highly concentrated−547

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
2
Holder count: +2
Institutional value: +24.5%
Shares held: +9.7%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
Gerber Kawasaki Wealth & Investment Management +30,686 496,645

Top Sellers

vs Dec 31, 2022
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,893 $236,181
WELLS FARGO & COMPANY/MN 498 $8,466

Top Sold-Out Positions

vs Dec 31, 2022
No fully closed positions this quarter.
Filter: New 2 Increased 1 Reduced 0 Sold out 0 Unchanged 2
Showing 5 of 5
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Gerber Kawasaki Wealth & Investment Management GK $8,442,965 97.16% 496,645
SUSQUEHANNA INTERNATIONAL GROUP, LLP GK $236,181 2.72% 13,893
WELLS FARGO & COMPANY/MN GK $8,466 0.10% 498
True Wealth Design, LLC GK $2,550 0.03% 150
PROEQUITIES, INC. GK $0 0.00% 0