GK Institutional Ownership & Shareholders
ADVISORSHARES GERBER KAWASAK (GK) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.36M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gerber Kawasaki Wealth & Investment Management is currently the largest disclosed institutional shareholder of GK tracked by InsiderSet, reporting ownership valued at approximately $28.31M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $26.14M, representing an estimated loss of -7.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed GK value among the investors covered in this analysis. Major shareholders include Gerber Kawasaki Wealth & Investment Management, Osaic Holdings, Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in ADVISORSHARES GERBER KAWASAK (GK).
This page ranks the largest institutional GK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$28.36M
Largest Holder
Gerber Kawasaki Wealth & Investment Management
Largest Position
$28.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 0.72% | 975,987 | $28,306,462 | $26,135,077 | -$2,171,385 | -7.67% | |
| Osaic Holdings, Inc. | 0.00% | 905 | $26,931 | $24,234 | -$2,697 | -10.01% | |
| Morgan Stanley | 0.00% | 804 | $23,934 | $21,530 | -$2,404 | -10.05% |
Frequently asked questions about GK
Who are the largest institutional holders of GK?
The largest institutional holders of GK reported in the latest SEC Form 13F filings include Gerber Kawasaki Wealth & Investment Management, Osaic Holdings, Inc., and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported GK position.
What is GK institutional ownership?
This page tracks GK positions reported by institutional investment managers through SEC Form 13F. ADVISORSHARES GERBER KAWASAK (GK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GK?
InsiderSet currently tracks 3 institutional managers reporting GK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GK shareholders.
How much GK stock do institutions own?
Institutional investment managers disclosed approximately $28.36M in GK holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GK institutional ownership last updated?
The latest GK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GK position after the reporting date.
Are institutions buying or selling GK?
Institutional buying and selling can be analyzed by comparing GK positions across consecutive 13F reporting periods. InsiderSet's GK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GK ownership changes.
How has GK institutional ownership changed over time?
InsiderSet tracks GK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.