GROZ Institutional Ownership
Zacks Trust - Zacks Focus Growth ETF
1W: +0.2%
1M: +4.7%
YTD: +4.5%
$34.23
+0.36 (+1.06%)
Weekly Expected Move ±2.0%
$33
$34
$34
$35
$36
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — GROZ
57
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
78M
Total Invested
13
New Positions
27
Increased
14
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (60 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Strive Financial Group ,LLC | 345,021 | 12M | +263,324 | +322.3% | 3Q | SEC ↗ |
| 2 | FOCUSED ALPHA, LLC NEW | 298,078 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 3 | GeoWealth Management, LLC | 283,850 | 10M | +119,449 | +72.7% | 5Q | SEC ↗ |
| 4 | CONTINENTAL INVESTORS SERVICES, INC. | 175,207 | 6M | +71,947 | +69.7% | 6Q | SEC ↗ |
| 5 | Arete Wealth Advisors, LLC | 157,722 | 5M | +27,214 | +20.9% | 5Q | SEC ↗ |
| 6 | Prosperity Financial Group, Inc. | 130,667 | 4M | +2,794 | +2.2% | 6Q | SEC ↗ |
| 7 | CreativeOne Wealth, LLC | 97,345 | 3M | -127,576 | -56.7% | 6Q | SEC ↗ |
| 8 | Strategic Blueprint, LLC | 94,465 | 3M | +23,084 | +32.3% | 7Q | SEC ↗ |
| 9 | Advisory Services Network, LLC | 80,332 | 3M | +46,182 | +135.2% | 6Q | SEC ↗ |
| 10 | LPL Financial LLC NEW | 74,049 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 11 | M1 Capital Management LLC | 63,070 | 2M | +6,794 | +12.1% | 5Q | SEC ↗ |
| 12 | CoreCap Advisors, LLC | 50,079 | 2M | +3,611 | +7.8% | 6Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 44,215 | 2M | -100,606 | -69.5% | 4Q | SEC ↗ |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | 41,966 | 1M | -6,611 | -13.6% | 7Q | SEC ↗ |
| 15 | Axim Planning & Wealth | 34,897 | 1M | +2,074 | +6.3% | 4Q | SEC ↗ |
| 16 | Koshinski Asset Management, Inc. | 34,075 | 1M | +1,409 | +4.3% | 4Q | SEC ↗ |
| 17 | Advyzon Investment Management, LLC | 33,145 | 1M | +7,021 | +26.9% | 3Q | SEC ↗ |
| 18 | Sanctuary Advisors, LLC | 33,130 | 1M | +21,235 | +178.5% | 2Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 32,485 | 1M | -101,052 | -75.7% | 2Q | SEC ↗ |
| 20 | Wayfinding Financial, LLC | 26,780 | 917K | +2,441 | +10.0% | 7Q | SEC ↗ |
| 21 | Hardworking Capital Advisors, LLC | 23,441 | 802K | +349 | +1.5% | 3Q | SEC ↗ |
| 22 | EJMK Ventures LLC | 22,952 | 786K | +1,274 | +5.9% | 3Q | SEC ↗ |
| 23 | TRUE Private Wealth Advisors | 21,922 | 750K | +278 | +1.3% | 6Q | SEC ↗ |
| 24 | GK Wealth Management LLC NEW | 21,875 | 749K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Balboa Wealth Partners | 21,177 | 725K | +126 | +0.6% | 7Q | SEC ↗ |
| 26 | Navigation Wealth Management, Inc. | 20,678 | 708K | +2,475 | +13.6% | 5Q | SEC ↗ |
| 27 | Vantus Wealth LLC NEW | 20,032 | 686K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Faithward Advisors, LLC | 18,323 | 627K | +5,530 | +43.2% | 4Q | SEC ↗ |
| 29 | Alteri Wealth LLC | 17,273 | 591K | +2,744 | +18.9% | 5Q | SEC ↗ |
| 30 | Revisor Wealth Management LLC | 16,209 | 555K | +812 | +5.3% | 3Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC NEW | 14,433 | 494K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Farther Finance Advisors, LLC NEW | 12,367 | 423K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 12,033 | 412K | +890 | +8.0% | 7Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 11,824 | 405K | +790 | +7.2% | 2Q | SEC ↗ |
| 35 | Rothschild Wealth LLC NEW | 11,028 | 377K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Creative Planning | 10,095 | 346K | -1,133 | -10.1% | 6Q | SEC ↗ |
| 37 | Paragon Private Wealth Management, LLC | 9,817 | 336K | +736 | +8.1% | 3Q | SEC ↗ |
| 38 | Vise Technologies, Inc. | 9,400 | 322K | -13,011 | -58.1% | 3Q | SEC ↗ |
| 39 | VICTORY FINANCIAL GROUP, LLC | 9,301 | 318K | -6,720 | -41.9% | 4Q | SEC ↗ |
| 40 | Ignite Planners, LLC NEW | 8,821 | 302K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Concurrent Investment Advisors, LLC | 8,343 | 286K | +230 | +2.8% | 2Q | SEC ↗ |
| 42 | Rossby Financial, LCC | 2,406 | 82K | -2 | -0.1% | 6Q | SEC ↗ |
| 43 | HARBOUR INVESTMENTS, INC. | 1,922 | 66K | +1,144 | +147.0% | 4Q | SEC ↗ |
| 44 | Arax Advisory Partners | 1,324 | 45K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Global Retirement Partners, LLC NEW | 825 | 28K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Sunbelt Securities, Inc. NEW | 490 | 17K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Cornerstone Planning Group LLC | 236 | 8K | — | +0.0% | 3Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV NEW | 225 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 49 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 149 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Ameritas Advisory Services, LLC NEW | 116 | 4K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| FOCUSED ALPHA, LLC | 298,078 | 10M |
| LPL Financial LLC | 74,049 | 3M |
| GK Wealth Management LLC | 21,875 | 749K |
| Vantus Wealth LLC | 20,032 | 686K |
| MML INVESTORS SERVICES, LLC | 14,433 | 494K |
| Farther Finance Advisors, LLC | 12,367 | 423K |
| Rothschild Wealth LLC | 11,028 | 377K |
| Ignite Planners, LLC | 8,821 | 302K |
| Global Retirement Partners, LLC | 825 | 28K |
| Sunbelt Securities, Inc. | 490 | 17K |
| MERCER GLOBAL ADVISORS INC /ADV | 225 | 8K |
| COMPASS FINANCIAL MANAGEMENT LLC | 149 | 5K |
| Ameritas Advisory Services, LLC | 116 | 4K |
| VALLEY WEALTH MANAGERS, INC. | 43 | 1K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 86,759 | 3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,482 | 564K |
| Baer Investment Advisory LLC | 16,021 | 548K |
| CITADEL ADVISORS LLC | 9,382 | 321K |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,188 | 178K |
| Retirement Wealth Solutions LLC | 123 | 4K |
| ASSETMARK, INC | 23 | 1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 13 | 0K |
Biggest Increases (20)
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | -127,576 | -56.7% | 97,345 |
| TRUIST FINANCIAL CORP | -101,052 | -75.7% | 32,485 |
| ENVESTNET ASSET MANAGEMENT INC | -100,606 | -69.5% | 44,215 |
| Vise Technologies, Inc. | -13,011 | -58.1% | 9,400 |
| VICTORY FINANCIAL GROUP, LLC | -6,720 | -41.9% | 9,301 |
| AXXCESS WEALTH MANAGEMENT, LLC | -6,611 | -13.6% | 41,966 |
| Creative Planning | -1,133 | -10.1% | 10,095 |
| Rossby Financial, LCC | -2 | -0.1% | 2,406 |