GROZ Institutional Ownership & Shareholders
ZACKS FOCUS GROWTH ETF (GROZ) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Focused Alpha, Llc is currently the largest disclosed institutional shareholder of GROZ tracked by InsiderSet, reporting ownership valued at approximately $11.86M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.64M, representing an estimated loss of -10.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed GROZ value among the investors covered in this analysis. Major shareholders include Focused Alpha, Llc, Strive Financial Group ,Llc, Geowealth Management, Llc, and several other long-term asset managers with concentrated positions in ZACKS FOCUS GROWTH ETF (GROZ).
This page ranks the largest institutional GROZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$77.63M
Largest Holder
Focused Alpha, Llc
Largest Position
$11.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focused Alpha, Llc | 2.95% | 350,463 | $11,855,568 | $10,643,561 | -$1,212,007 | -10.22% | |
| Strive Financial Group ,Llc | 4.76% | 345,021 | $10,964,767 | $10,478,288 | -$486,479 | -4.44% | |
| Geowealth Management, Llc | 0.28% | 283,850 | $9,020,780 | $8,620,525 | -$400,256 | -4.44% | |
| Continental Investors Services, Inc. | 4.55% | 175,207 | $5,806,039 | $5,321,037 | -$485,002 | -8.35% | |
| Arete Wealth Advisors, Llc | 0.33% | 157,722 | $5,012,430 | $4,790,017 | -$222,413 | -4.44% | |
| Prosperity Financial Group, Inc. | 1.27% | 127,559 | $4,315,136 | $3,873,967 | -$441,169 | -10.22% | |
| Creativeone Wealth, Llc | 0.07% | 97,345 | $3,093,624 | $2,956,368 | -$137,256 | -4.44% | |
| Strategic Blueprint, Llc | 0.14% | 81,743 | $2,765,212 | $2,482,535 | -$282,677 | -10.22% | |
| Advisory Services Network, Llc | 0.03% | 80,332 | $2,552,951 | $2,439,683 | -$113,268 | -4.44% | |
| Lpl Financial Llc | 0.00% | 74,049 | $2,353,277 | $2,248,868 | -$104,409 | -4.44% | |
| M1 Capital Management Llc | 0.74% | 63,070 | $2,004,369 | $1,915,436 | -$88,933 | -4.44% | |
| Corecap Advisors, Llc | 0.05% | 52,358 | $1,771,206 | $1,590,112 | -$181,094 | -10.22% | |
| Envestnet Asset Management Inc | 0.00% | 44,215 | $1,405,153 | $1,342,810 | -$62,343 | -4.44% | |
| Truist Financial Corp | 0.00% | 37,777 | $1,277,932 | $1,147,287 | -$130,645 | -10.22% | |
| Koshinski Asset Management, Inc. | 0.06% | 35,417 | $1,198,105 | $1,075,614 | -$122,491 | -10.22% | |
| Advyzon Investment Management, Llc | 0.08% | 33,145 | $1,053,357 | $1,006,614 | -$46,743 | -4.44% | |
| Sanctuary Advisors, Llc | 0.00% | 33,130 | $1,052,871 | $1,006,158 | -$46,713 | -4.44% | |
| True Private Wealth Advisors | 0.09% | 29,841 | $1,009,478 | $906,271 | -$103,207 | -10.22% | |
| Ignite Planners, Llc | 0.13% | 27,796 | $978,111 | $844,165 | -$133,946 | -13.69% | |
| Wayfinding Financial, Llc | 0.32% | 26,780 | $851,000 | $813,309 | -$37,691 | -4.43% | |
| Navigation Wealth Management, Inc. | 0.91% | 20,678 | $657,147 | $627,991 | -$29,156 | -4.44% | |
| Balboa Wealth Partners | 0.09% | 18,799 | $635,938 | $570,926 | -$65,012 | -10.22% | |
| Farther Finance Advisors, Llc | 0.00% | 17,632 | $596,462 | $535,484 | -$60,978 | -10.22% | |
| Faithward Advisors, Llc | 0.07% | 18,323 | $582,305 | $556,470 | -$25,835 | -4.44% | |
| Ejmk Ventures Llc | 0.24% | 16,598 | $561,482 | $504,081 | -$57,401 | -10.22% | |
| Alteri Wealth Llc | 0.15% | 17,273 | $548,936 | $524,581 | -$24,355 | -4.44% | |
| Revisor Wealth Management Llc | 0.13% | 15,689 | $524,974 | $476,475 | -$48,499 | -9.24% | |
| Gk Wealth Management Llc | 0.29% | 15,106 | $511,011 | $458,769 | -$52,242 | -10.22% | |
| Cooper Financial Group | 0.04% | 13,865 | $469,043 | $421,080 | -$47,963 | -10.23% | |
| Mml Investors Services, Llc | 0.00% | 14,433 | $458,681 | $438,330 | -$20,351 | -4.44% | |
| Rothschild Wealth Llc | 0.03% | 11,028 | $350,470 | $334,920 | -$15,550 | -4.44% | |
| Axxcess Wealth Management, Llc | 0.01% | 6,603 | $223,372 | $200,533 | -$22,839 | -10.22% | |
| Unique Wealth, Llc | 0.03% | 6,498 | $219,816 | $197,344 | -$22,472 | -10.22% | |
| Simplicity Wealth,Llc | 0.01% | 6,248 | $211,359 | $189,752 | -$21,607 | -10.22% | |
| Latitude Advisors, Llc | 0.05% | 5,072 | $171,580 | $154,037 | -$17,543 | -10.22% | |
| Rossby Financial, Lcc | 0.01% | 2,406 | $76,463 | $73,070 | -$3,393 | -4.44% | |
| Harbour Investments, Inc. | 0.00% | 1,922 | $61,081 | $58,371 | -$2,710 | -4.44% | |
| Arax Advisory Partners | 0.00% | 1,324 | $42,077 | $40,210 | -$1,867 | -4.44% | |
| Sunbelt Securities, Inc. | 0.00% | 490 | $13,508 | $14,881 | +$1,373 | +10.17% | |
| Ameritas Advisory Services, Llc | 0.00% | 116 | $3,686 | $3,523 | -$163 | -4.42% | |
| Ifp Advisors, Inc | 0.00% | 24 | $812 | $729 | -$83 | -10.24% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,033 | $382 | $365,442 | +$365,060 | +95565.50% |
Frequently asked questions about GROZ
Who are the largest institutional holders of GROZ?
The largest institutional holders of GROZ reported in the latest SEC Form 13F filings include Focused Alpha, Llc, Strive Financial Group ,Llc, Geowealth Management, Llc, Continental Investors Services, Inc., and Arete Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported GROZ position.
What is GROZ institutional ownership?
This page tracks GROZ positions reported by institutional investment managers through SEC Form 13F. ZACKS FOCUS GROWTH ETF (GROZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GROZ?
InsiderSet currently tracks 43 institutional managers reporting GROZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GROZ shareholders.
How much GROZ stock do institutions own?
Institutional investment managers disclosed approximately $77.63M in GROZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GROZ institutional ownership last updated?
The latest GROZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GROZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GROZ position after the reporting date.
Are institutions buying or selling GROZ?
Institutional buying and selling can be analyzed by comparing GROZ positions across consecutive 13F reporting periods. InsiderSet's GROZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GROZ ownership changes.
How has GROZ institutional ownership changed over time?
InsiderSet tracks GROZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.