Who Owns GROZ?
ZACKS FOCUS GROWTH ETF — Institutional Ownership & 13F Holdings
$30.43
-0.32 (-1.04%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
19
Total Inst. Value
$10.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $3.5M | 157,030 |
| 2 | Prosperity Financial Group, Inc. | $2.6M | 115,251 |
| 3 | Strategic Blueprint, LLC | $1.0M | 45,280 |
| 4 | Wayfinding Financial, LLC | $438K | 19,677 |
| 5 | TRUE Private Wealth Advisors | $377K | 16,906 |
| 6 | CITADEL ADVISORS LLC | $377K | 16,887 |
| 7 | GK Wealth Management LLC | $365K | 16,366 |
| 8 | CoreCap Advisors, LLC | $327K | 14,652 |
| 9 | Cambridge Investment Research Advisors, Inc. | $324K | 14,529 |
| 10 | Advisory Services Network, LLC | $318K | 14,276 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Strategic Blueprint, LLC | +25K | $1.0M |
| Cambridge Investment Research Advisors, Inc. | +5K | $324K |
| Balboa Wealth Partners | +5K | $305K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | -7K | $293K |
| UBS Group AG | -147 | $22 |
Frequently Asked Questions
How many institutional investors hold GROZ?
As of Q1 2025, 19 institutional investors report holding GROZ (ZACKS FOCUS GROWTH ETF) in their 13F filings.
Which hedge fund owns the most GROZ?
The largest institutional holder of GROZ is CreativeOne Wealth, LLC with $3.5M in shares.
Are institutions buying or selling GROZ?
This quarter, 13 institutions opened new positions in GROZ and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.