SEC 13F Intelligence

GKADVISORSHARES TR

CUSIP 00768Y370 · Yahoo Finance ↗ · Google Finance ↗

Advisorshares Tr (GK) has 2 institutional holders in Filings Flow’s 13F database, together reporting 949.3K shares worth $22M as of Q1 2026. The largest reported holders are Gerber Kawasaki Wealth & Investment Management, Morgan Stanley, and Osaic Holdings, Inc..

Institutional Holders
2
Q1 2026
Reported Value
$22M
Ticker
GK
Quarters Tracked
19

Ownership Trend

Institutional holders
Q3 ’21: 3Q3 ’21Q4 ’21: 5Q1 ’22: 7Q2 ’22: 4Q2 ’22Q3 ’22: 3Q4 ’22: 3Q1 ’23: 4Q1 ’23Q2 ’23: 5Q3 ’23: 4Q4 ’23: 6Q4 ’23Q1 ’24: 2Q2 ’24: 3Q3 ’24: 4Q3 ’24Q4 ’24: 3Q1 ’25: 5Q2 ’25: 4Q2 ’25Q3 ’25: 3Q4 ’25: 3Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q3 ’21: $5MQ3 ’21Q4 ’21: $14MQ1 ’22: $1MQ2 ’22: $7MQ2 ’22Q3 ’22: $19,000Q4 ’22: $7MQ1 ’23: $9MQ1 ’23Q2 ’23: $10MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $15MQ2 ’24: $17MQ3 ’24: $18MQ3 ’24Q4 ’24: $19MQ1 ’25: $18MQ2 ’25: $22MQ2 ’25Q3 ’25: $24MQ4 ’25: $24MQ1 ’26: $22MQ1 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Gerber Kawasaki Wealth & Investment Management$3.1B AUM0.71%$22M948.3KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$23,193905Q4 2025OLDER
MORGAN STANLEY$1.66T AUM0.00%$23,5771.0KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.