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GROZ · Zacks Focus Growth ETF · Holdings ETF

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$33.87 +0.04 (+0.12%) At close · Oct 1
Volume · Oct 1 49.32K Avg daily vol (3M) 20.8K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 50
Total Value: $78,145,945
Total Shares: 2,458,967

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 50 13F filers · Δ vs Mar 31, 2026
Top Holder
14.0%
Dec 2024 → Jun 2026 · range 12.2% – 29.2%
+1.9 pts
Top 5
51.2%
Dec 2024 → Jun 2026 · range 43.2% – 99.7%
+8.0 pts
Top 10
70.6%
Dec 2024 → Jun 2026 · range 68.7% – 100.0%
+1.9 pts
HHI
684
Dec 2024 → Jun 2026 · range 576 – 2,207
Broadly held+107

Quarterly Activity

vs Mar 31, 2026
New
12
Increased
27
Decreased
8
Sold Out
6
Unchanged
3
Holder count: +6
Institutional value: +53.5%
Shares held: +33.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Strive Financial Group ,LLC +263,324 345,021
GeoWealth Management, LLC +119,449 283,850
CONTINENTAL INVESTORS SERVICES, INC. +71,947 175,207
Advisory Services Network, LLC +46,182 80,332
Arete Wealth Advisors, LLC +27,214 157,722

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CreativeOne Wealth, LLC −127,576 97,345
TRUIST FINANCIAL CORP −101,052 32,485
ENVESTNET ASSET MANAGEMENT INC −100,606 44,215
Vise Technologies, Inc. −13,011 9,400
VICTORY FINANCIAL GROUP, LLC −6,720 9,301

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
FOCUSED ALPHA, LLC 298,078 $9,472,918
LPL Financial LLC 74,049 $2,353,277
GK Wealth Management LLC 21,875 $695,187
Vantus Wealth LLC 20,032 $636,616
MML INVESTORS SERVICES, LLC 14,433 $458,680

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
GOLDMAN SACHS GROUP INC 86,759 $2,391,685
SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,482 $454,359
PNC FINANCIAL SERVICES GROUP, INC. 5,188 $143,017
Sunbelt Securities, Inc. 490 $13,507
ASSETMARK, INC 23 $634
Filter: New 12 Increased 27 Reduced 8 Sold out 6 Unchanged 3
Showing 50 of 50
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Strive Financial Group ,LLC $10,964,767 14.03% 345,021
FOCUSED ALPHA, LLC $9,472,918 12.12% 298,078
GeoWealth Management, LLC $9,020,753 11.54% 283,850
CONTINENTAL INVESTORS SERVICES, INC. $5,568,078 7.13% 175,207
Arete Wealth Advisors, LLC $5,012,405 6.41% 157,722
Prosperity Financial Group, Inc. $4,152,597 5.31% 130,667
CreativeOne Wealth, LLC $3,093,624 3.96% 97,345
Strategic Blueprint, LLC $3,002,097 3.84% 94,465
Advisory Services Network, LLC $2,552,950 3.27% 80,332
LPL Financial LLC $2,353,277 3.01% 74,049
M1 Capital Management LLC $2,004,364 2.56% 63,070
CoreCap Advisors, LLC $1,591,510 2.04% 50,079
ENVESTNET ASSET MANAGEMENT INC $1,405,152 1.80% 44,215
AXXCESS WEALTH MANAGEMENT, LLC $1,333,679 1.71% 41,966
Axim Planning & Wealth $1,109,026 1.42% 34,897
Koshinski Asset Management, Inc. $1,082,903 1.39% 34,075
Advyzon Investment Management, LLC $1,053,347 1.35% 33,145
Sanctuary Advisors, LLC $1,052,871 1.35% 33,130
TRUIST FINANCIAL CORP $1,032,373 1.32% 32,485
Wayfinding Financial, LLC $851,068 1.09% 26,780
Hardworking Capital Advisors, LLC $744,954 0.95% 23,441
EJMK Ventures LLC $729,414 0.93% 22,952
TRUE Private Wealth Advisors $696,681 0.89% 21,922
GK Wealth Management LLC $695,187 0.89% 21,875
Balboa Wealth Partners $673,005 0.86% 21,177
Navigation Wealth Management, Inc. $657,146 0.84% 20,678
Vantus Wealth LLC $636,616 0.81% 20,032
Faithward Advisors, LLC $582,304 0.75% 18,323
Alteri Wealth LLC $548,935 0.70% 17,273
Revisor Wealth Management LLC $515,122 0.66% 16,209
MML INVESTORS SERVICES, LLC $458,680 0.59% 14,433
Farther Finance Advisors, LLC $393,023 0.50% 12,367
Cambridge Investment Research Advisors, Inc. $382,408 0.49% 12,033
HighTower Advisors, LLC $375,766 0.48% 11,824
Rothschild Wealth LLC $350,469 0.45% 11,028
Creative Planning $320,819 0.41% 10,095
Paragon Private Wealth Management, LLC $311,983 0.40% 9,817
Vise Technologies, Inc. $298,732 0.38% 9,400
VICTORY FINANCIAL GROUP, LLC $295,585 0.38% 9,301
Ignite Planners, LLC $280,331 0.36% 8,821
Concurrent Investment Advisors, LLC $265,140 0.34% 8,343
Rossby Financial, LCC $76,462 0.10% 2,406
HARBOUR INVESTMENTS, INC. $61,081 0.08% 1,922
Arax Advisory Partners $42,076 0.05% 1,324
Global Retirement Partners, LLC $26,218 0.03% 825
Cornerstone Planning Group LLC $7,500 0.01% 236
COMPASS FINANCIAL MANAGEMENT LLC $4,735 0.01% 149
Ameritas Advisory Services, LLC $3,686 0.00% 116
VALLEY WEALTH MANAGERS, INC. $1,366 0.00% 43
IFP Advisors, Inc $762 0.00% 24