ZACKS FOCUS GROWTH ETF (GROZ) Institutional Ownership Changes & 13F Activity

ZACKS FOCUS GROWTH ETF (GROZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focused Alpha, Llc, Strive Financial Group ,Llc, Creativeone Wealth, Llc, Geowealth Management, Llc, and Truist Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Strive Financial Group ,LlcBuy+263,324+322.3%345,021$10.96MQ2 2026Aug 17, 2026
Advyzon Investment Management, LlcBuy+7,021+26.9%33,145$1.05MQ2 2026Aug 14, 2026
Axim Planning & WealthBuy+2,074+6.3%34,897$1.11MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+116116$3.69KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcSell-127,576-56.7%97,345$3.09MQ2 2026Aug 13, 2026
Continental Investors Services, Inc.Buy+71,947+69.7%175,207$5.81MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+27,214+20.9%157,722$5.01MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+21,235+178.5%33,130$1.05MQ2 2026Aug 13, 2026
Wayfinding Financial, LlcBuy+2,441+10.0%26,780$851.00KQ2 2026Aug 13, 2026
Advisory Services Network, LlcBuy+46,182+135.2%80,332$2.55MQ2 2026Aug 12, 2026
M1 Capital Management LlcBuy+6,794+12.1%63,070$2.00MQ2 2026Aug 12, 2026
Faithward Advisors, LlcBuy+5,530+43.2%18,323$582.30KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+1,144+147.0%1,922$61.08KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Sell-13,011-58.1%9,400$298.73KQ2 2026Aug 11, 2026
Rothschild Wealth LlcBuy+11,02811,028$350.47KQ2 2026Aug 11, 2026
Balboa Wealth PartnersBuy+126+0.6%21,177$673.00KQ2 2026Aug 10, 2026
Focused Alpha, LlcBuy+298,078298,078$9.47MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+74,04974,049$2.35MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+14,43314,433$458.68KQ2 2026Aug 07, 2026
Ejmk Ventures LlcBuy+1,274+5.9%22,952$729.41KQ2 2026Aug 06, 2026
Valley Wealth Managers, Inc.Buy+4343$1.37KQ2 2026Aug 04, 2026
Rossby Financial, LccSell-2-0.1%2,406$76.46KQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-100,606-69.5%44,215$1.41MQ2 2026Aug 03, 2026
Hardworking Capital Advisors, LlcBuy+349+1.5%23,441$744.96KQ2 2026Aug 03, 2026
Geowealth Management, LlcBuy+119,449+72.7%283,850$9.02MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+890+8.0%12,033$382.00Q2 2026Jul 30, 2026
Victory Financial Group, LlcSell-6,720-41.9%9,301$295.59KQ2 2026Jul 29, 2026
Alteri Wealth LlcBuy+2,744+18.9%17,273$548.94KQ2 2026Jul 29, 2026
Truist Financial CorpSell-101,052-75.7%32,485$1.03MQ2 2026Jul 28, 2026
Axxcess Wealth Management, LlcSell-6,611-13.6%41,966$1.33MQ2 2026Jul 28, 2026
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Frequently asked questions about GROZ activity

  • Which institutional owners are buying GROZ?

    Institutional owners buying GROZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GROZ activity?

    "Buy" means an investor increased their reported position in GROZ compared to the prior reporting period. This reflects growing exposure to ZACKS FOCUS GROWTH ETF (GROZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GROZ increasing?

    Institutional interest in GROZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.