13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
GK

ADVISORSHARES TR

3 institutions still hold ADVISORSHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y370·3 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.3%
vs prior quarter
13F value held
$22M
54.0% inst. owned
of float
Holders
3
+7 QoQ
filers reporting
Activity
+24 / −63
+892 added · −862 reduced
this quarter
Concentration
99.89%
Gerber Kawasaki Wealth & Investment Management #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported GK in Q1 2026. Gerber Kawasaki Wealth & Investment Management leads at 99.9% of the visible book. +7 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$22M948K0.71%Q1 202602
MORGAN STANLEY
CIK 0000895421
$23,5771K0.00%Q1 202603
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025