GK · AdvisorShares Gerber Kawasaki ETF ETF
$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.
Holders: 1
Total Value: $42,978
Total Shares: 1,800
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2025Top Holder
100.0%
+0.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+110
Quarterly Activity
vs Mar 31, 2025
New
0
Increased
1
Decreased
0
Sold Out
5
Unchanged
0
Holder count:
-5
Institutional value:
-99.8%
Shares held:
-99.8%
Top Buyers
vs Mar 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | +1,799 | 1,800 |
Top Sellers
vs Mar 31, 2025No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2025No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Gerber Kawasaki Wealth & Investment Management | 894,995 | $17,426,447 | |
| Large OSAIC HOLDINGS, INC. | 4,351 | $84,718 | |
| Mid BARTLETT & CO. WEALTH MANAGEMENT LLC | 340 | $6,620 | |
| Mega UBS Group AG | 280 | $5,451 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega MORGAN STANLEY GK | $42,978 | 100.00% | 1,800 | Shares | 2025-08-15 |