GK — ADVISORSHARES GERBER KAWASAK
As of Q2 2026, 1 SEC-registered investment managers reported holding GK (ADVISORSHARES GERBER KAWASAK) in their latest 13F filings, with a combined reported value of $23.93K across 804 shares. That is -19.6% by share count (-196 shares) versus the previous quarter, while reported value moved +1.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q1 2022 | 10.66K | $244.00K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 804 | $23.93K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q1 2022 | 625 | $14.00K | 0.00% | New |
| Wells Fargo & Co history | Q1 2024 | 500 | $10.40K | 0.00% | New |
| UBS Group AG history | Q1 2025 | 280 | $5.45K | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q3 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | — | — | — | — | — | 2 | 1 | 1 | 1 | 1 | 1 | 1.80K | 1.80K | 1.70K | 1.00K | 804 |
| Citadel Advisors | — | 10.66K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | 625 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 2.36K | 1.01K | 237 | 669 | — | 249 | 125 | 382 | — | — | — | — | 280 | — | — | — | — | — |
| Wells Fargo & Co | — | — | — | — | 498 | — | — | — | 500 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details