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GK ADVISORSHARES TR

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GERBER KAWASAKI (fund)

4 managers (4 13F filers) reported a position in GK shares at 2025-06-30, 910,925 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
4
13F filers
4
New
0
Added
2
Reduced
1
Sold out
2
Shares held by filers
910,925

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gerber Kawasaki Wealth & Investment Man…906,950$21.7M0.84%+11,95513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,175$51.9K<0.01%-2,17613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,800$43K<0.01%+1,79913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.