Who Owns ZACKS FOCUS GROWTH ETF (GROZ)?Hedge Fund & Institutional Holders

$28.18-0.31 (-1.10%)BATS

Institutional Holders

40

as of Q4 2025

Total Institutional Value

$8.00041573958222e+89T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$19.88$22.62$25.35$28.08$30.82Dec 24Jul 25Mar 26

GROZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Strive Financial Group ,LLCNew Position+75K+$2.2M
Strategic Blueprint, LLCNew Position+66K+$2.0M
CoreCap Advisors, LLCNew Position+38K+$1.1M
Axim Planning & WealthNew Position+29K+$874K
CONTINENTAL INVESTORS SERVICES, INC.New Position+25K+$756K
Hardworking Capital Advisors, LLCNew Position+22K+$668K
Advyzon Investment Management, LLCNew Position+20K+$597K
GK Wealth Management LLCNew Position+18K+$540K
Navigation Wealth Management, Inc.New Position+16K+$482K
Balboa Wealth PartnersNew Position+14K+$414K
Vantus Wealth LLCNew Position+13K+$393K
Revisor Wealth Management LLCNew Position+7K+$215K
Arete Wealth Advisors, LLCIncreased+4K+$213K
Paragon Private Wealth Management, LLCNew Position+7K+$209K
Cornerstone Planning Group LLCNew Position+158+$4K

GROZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
VICTORY FINANCIAL GROUP, LLCDecreased-2K-$753.1M
TRUE Private Wealth AdvisorsDecreased-2K-$658.0M
Advisory Services Network, LLCDecreased-345-$470.0M
AXXCESS WEALTH MANAGEMENT, LLCDecreased-332-$334.6M
Allworth Financial LPClosed Position-311-$9.1M
von Borstel & Associates, Inc.Closed Position-25K-$755K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CreativeOne Wealth, LLC301,256$8.0M0.19%Share
2Arete Wealth Advisors, LLC139,500$4.2M0.25%Share
3Prosperity Financial Group, Inc.132,834$4.0M1.42%Share
4Strive Financial Group ,LLC74,527$2.2M1.10%Share
5Strategic Blueprint, LLC65,714$2.0M0.12%Share
6M1 Capital Management LLC51,421$1.5M0.64%Share
7CoreCap Advisors, LLC37,586$1.1M0.04%Share
8GeoWealth Management, LLC46,308$1.0M0.04%Share
9Axim Planning & Wealth29,339$874K0.92%Share
10Koshinski Asset Management, Inc.25,734$766K0.05%Share
11CONTINENTAL INVESTORS SERVICES, INC.24,921$756K0.97%Share
12Wayfinding Financial, LLC24,850$740K0.31%Share
13VICTORY FINANCIAL GROUP, LLC23,602$703K0.09%Share
14Hardworking Capital Advisors, LLC22,420$668K0.61%Share
15TRUE Private Wealth Advisors20,761$618K0.06%Share
16Advyzon Investment Management, LLC20,052$597K0.07%Share
17GK Wealth Management LLC18,150$540K0.36%Share
18Navigation Wealth Management, Inc.16,182$482K0.72%Share
19Alteri Wealth LLC14,475$431K0.14%Share
20Balboa Wealth Partners13,925$414K0.07%Share
21Vantus Wealth LLC13,217$393K0.29%Share
22AXXCESS WEALTH MANAGEMENT, LLC11,085$330K0.00%Share
23Faithward Advisors, LLC9,310$277K0.04%Share
24Revisor Wealth Management LLC7,228$215K0.06%Share
25Paragon Private Wealth Management, LLC6,866$204K0.06%Share
26Rossby Financial, LCC2,429$72K0.02%Share
27HARBOUR INVESTMENTS, INC.258$7K0.00%Share
28Paragon Private Wealth Management, LLC187$5K0.00%Share
29Cornerstone Planning Group LLC158$4K0.00%Share
30Retirement Wealth Solutions LLC123$3K0.00%Share
31ENVESTNET ASSET MANAGEMENT INC15,883$00.00%Share
32Arax Advisory Partners901$00.00%Share
33Creative Planning14,185$00.00%Share
34SUSQUEHANNA INTERNATIONAL GROUP, LLP9,209$00.00%Share
35Cambridge Investment Research Advisors, Inc.10,661$00.00%Share
36Vise Technologies, Inc.22,411$00.00%Share
37IFP Advisors, Inc24$00.00%Share
38Advisory Services Network, LLC15,656$00.00%Share
39Advisory Services Network, LLC19$00.00%Share
40CITADEL ADVISORS LLC9,382$00.00%Share

GROZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$33.0M+16
Q3 202522$18.2B+0
Q2 202522$14.2B+3
Q1 202519$11.8B+12
Q4 20247$498.9B—

As of Q4 2025, 40 institutional investors hold GROZ (ZACKS FOCUS GROWTH ETF). The largest holder is CreativeOne Wealth, LLC with $8.0M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own GROZ?

As of Q4 2025, 40 institutional investors report holding GROZ (ZACKS FOCUS GROWTH ETF) in their 13F filings.

Who is the largest institutional holder of GROZ?

The largest institutional holder of GROZ is CreativeOne Wealth, LLC with $8.0M in shares.

Is institutional ownership of GROZ increasing or decreasing?

This quarter, 14 institutions opened new positions in GROZ and 2 closed their positions.