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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Strive Financial Group ,Llc | Buy | +263,324 | +322.3% | 345,021 | $10.96M | Q2 2026 | Aug 17, 2026 |
| Advyzon Investment Management, Llc | Buy | +7,021 | +26.9% | 33,145 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Axim Planning & Wealth | Buy | +2,074 | +6.3% | 34,897 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +116 | — | 116 | $3.69K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -127,576 | -56.7% | 97,345 | $3.09M | Q2 2026 | Aug 13, 2026 |
| Continental Investors Services, Inc. | Buy | +71,947 | +69.7% | 175,207 | $5.81M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +27,214 | +20.9% | 157,722 | $5.01M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +21,235 | +178.5% | 33,130 | $1.05M | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, Llc | Buy | +2,441 | +10.0% | 26,780 | $851.00K | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, Llc | Buy | +46,182 | +135.2% | 80,332 | $2.55M | Q2 2026 | Aug 12, 2026 |
| M1 Capital Management Llc | Buy | +6,794 | +12.1% | 63,070 | $2.00M | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Buy | +5,530 | +43.2% | 18,323 | $582.30K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1,144 | +147.0% | 1,922 | $61.08K | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | Sell | -13,011 | -58.1% | 9,400 | $298.73K | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth Llc | Buy | +11,028 | — | 11,028 | $350.47K | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | Buy | +126 | +0.6% | 21,177 | $673.00K | Q2 2026 | Aug 10, 2026 |
| Focused Alpha, Llc | Buy | +298,078 | — | 298,078 | $9.47M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +74,049 | — | 74,049 | $2.35M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +14,433 | — | 14,433 | $458.68K | Q2 2026 | Aug 07, 2026 |
| Ejmk Ventures Llc | Buy | +1,274 | +5.9% | 22,952 | $729.41K | Q2 2026 | Aug 06, 2026 |
| Valley Wealth Managers, Inc. | Buy | +43 | — | 43 | $1.37K | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, Lcc | Sell | -2 | -0.1% | 2,406 | $76.46K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -100,606 | -69.5% | 44,215 | $1.41M | Q2 2026 | Aug 03, 2026 |
| Hardworking Capital Advisors, Llc | Buy | +349 | +1.5% | 23,441 | $744.96K | Q2 2026 | Aug 03, 2026 |
| Geowealth Management, Llc | Buy | +119,449 | +72.7% | 283,850 | $9.02M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +890 | +8.0% | 12,033 | $382.00 | Q2 2026 | Jul 30, 2026 |
| Victory Financial Group, Llc | Sell | -6,720 | -41.9% | 9,301 | $295.59K | Q2 2026 | Jul 29, 2026 |
| Alteri Wealth Llc | Buy | +2,744 | +18.9% | 17,273 | $548.94K | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Sell | -101,052 | -75.7% | 32,485 | $1.03M | Q2 2026 | Jul 28, 2026 |
| Axxcess Wealth Management, Llc | Sell | -6,611 | -13.6% | 41,966 | $1.33M | Q2 2026 | Jul 28, 2026 |
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.