ZACKS FOCUS GROWTH ETF (GROZ) Institutional Shareholders
ZACKS FOCUS GROWTH ETF (GROZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $76.65M in GROZ holdings during the latest filing period.
Strive Financial Group ,Llc is currently the largest disclosed institutional shareholder of GROZ tracked by InsiderSet, reporting ownership valued at approximately $10.96M in its June 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 $11.49M, representing an estimated gain of +4.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed GROZ value among the investors covered in this analysis. Major shareholders include Strive Financial Group ,Llc, Focused Alpha, 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
46
Total Reported Value
$76.65M
Largest Holder
Strive Financial Group ,Llc
Largest Position
$10.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strive Financial Group ,Llc | 4.76% | 345,021 | $10,964,767 | $11,492,822 | +$528,055 | +4.82% | |
| Focused Alpha, Llc | 2.43% | 298,078 | $9,472,919 | $9,929,127 | +$456,208 | +4.82% | |
| Geowealth Management, Llc | 0.28% | 283,850 | $9,020,780 | $9,455,185 | +$434,405 | +4.82% | |
| Continental Investors Services, Inc. | 4.55% | 175,207 | $5,806,039 | $5,836,233 | +$30,194 | +0.52% | |
| Arete Wealth Advisors, Llc | 0.33% | 157,722 | $5,012,430 | $5,253,799 | +$241,369 | +4.82% | |
| Prosperity Financial Group, Inc. | 1.29% | 130,667 | $4,152,609 | $4,352,583 | +$199,974 | +4.82% | |
| Creativeone Wealth, Llc | 0.07% | 97,345 | $3,093,624 | $3,242,611 | +$148,987 | +4.82% | |
| Strategic Blueprint, Llc | 0.15% | 94,465 | $3,002,101 | $3,146,676 | +$144,575 | +4.82% | |
| Advisory Services Network, Llc | 0.03% | 80,332 | $2,552,951 | $2,675,899 | +$122,948 | +4.82% | |
| Lpl Financial Llc | 0.00% | 74,049 | $2,353,277 | $2,466,609 | +$113,332 | +4.82% | |
| M1 Capital Management Llc | 0.74% | 63,070 | $2,004,369 | $2,100,893 | +$96,524 | +4.82% | |
| Corecap Advisors, Llc | 0.05% | 50,079 | $1,591,502 | $1,668,157 | +$76,655 | +4.82% | |
| Envestnet Asset Management Inc | 0.00% | 44,215 | $1,405,153 | $1,472,824 | +$67,671 | +4.82% | |
| Axxcess Wealth Management, Llc | 0.02% | 41,966 | $1,333,683 | $1,397,908 | +$64,225 | +4.82% | |
| Axim Planning & Wealth | 1.57% | 34,897 | $1,109,027 | $1,162,437 | +$53,410 | +4.82% | |
| Koshinski Asset Management, Inc. | 0.06% | 34,075 | $1,082,904 | $1,135,055 | +$52,151 | +4.82% | |
| Advyzon Investment Management, Llc | 0.08% | 33,145 | $1,053,357 | $1,104,077 | +$50,720 | +4.82% | |
| Sanctuary Advisors, Llc | 0.00% | 33,130 | $1,052,871 | $1,103,577 | +$50,706 | +4.82% | |
| Truist Financial Corp | 0.00% | 32,485 | $1,032,373 | $1,082,092 | +$49,719 | +4.82% | |
| Wayfinding Financial, Llc | 0.32% | 26,780 | $851,000 | $892,055 | +$41,055 | +4.82% | |
| Hardworking Capital Advisors, Llc | 0.61% | 23,441 | $744,955 | $780,831 | +$35,876 | +4.82% | |
| Ejmk Ventures Llc | 0.33% | 22,952 | $729,415 | $764,543 | +$35,128 | +4.82% | |
| True Private Wealth Advisors | 0.06% | 21,922 | $696,668 | $730,233 | +$33,565 | +4.82% | |
| Gk Wealth Management Llc | 0.42% | 21,875 | $695,213 | $728,667 | +$33,454 | +4.81% | |
| Balboa Wealth Partners | 0.09% | 21,177 | $673,005 | $705,416 | +$32,411 | +4.82% | |
| Navigation Wealth Management, Inc. | 0.91% | 20,678 | $657,147 | $688,795 | +$31,648 | +4.82% | |
| Faithward Advisors, Llc | 0.07% | 18,323 | $582,305 | $610,348 | +$28,043 | +4.82% | |
| Alteri Wealth Llc | 0.15% | 17,273 | $548,936 | $575,372 | +$26,436 | +4.82% | |
| Revisor Wealth Management Llc | 0.12% | 16,209 | $515,149 | $539,930 | +$24,781 | +4.81% | |
| Mml Investors Services, Llc | 0.00% | 14,433 | $458,681 | $480,770 | +$22,089 | +4.82% | |
| Farther Finance Advisors, Llc | 0.00% | 12,367 | $393,024 | $411,951 | +$18,927 | +4.82% | |
| Rothschild Wealth Llc | 0.03% | 11,028 | $350,470 | $367,348 | +$16,878 | +4.82% | |
| Paragon Private Wealth Management, Llc | 0.08% | 9,817 | $311,976 | $327,009 | +$15,033 | +4.82% | |
| Vise Technologies, Inc. | 0.00% | 9,400 | $298,732 | $313,119 | +$14,387 | +4.82% | |
| Victory Financial Group, Llc | 0.03% | 9,301 | $295,586 | $309,821 | +$14,235 | +4.82% | |
| Ignite Planners, Llc | 0.04% | 8,821 | $280,331 | $293,832 | +$13,501 | +4.82% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,343 | $265,141 | $277,910 | +$12,769 | +4.82% | |
| Rossby Financial, Lcc | 0.01% | 2,406 | $76,463 | $80,145 | +$3,682 | +4.82% | |
| Harbour Investments, Inc. | 0.00% | 1,922 | $61,081 | $64,023 | +$2,942 | +4.82% | |
| Arax Advisory Partners | 0.00% | 1,324 | $42,077 | $44,103 | +$2,026 | +4.82% | |
| Sunbelt Securities, Inc. | 0.00% | 490 | $13,508 | $16,322 | +$2,814 | +20.83% | |
| Cornerstone Planning Group Llc | 0.00% | 236 | $7,590 | $7,861 | +$271 | +3.57% | |
| Ameritas Advisory Services, Llc | 0.00% | 116 | $3,686 | $3,864 | +$178 | +4.83% | |
| Valley Wealth Managers, Inc. | 0.00% | 43 | $1,367 | $1,432 | +$65 | +4.78% | |
| Ifp Advisors, Inc | 0.00% | 24 | $763 | $799 | +$36 | +4.78% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,033 | $382 | $400,825 | +$400,443 | +104828.07% |
Frequently asked questions about GROZ
Who owns the most GROZ stock?
The largest holders of GROZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ZACKS FOCUS GROWTH ETF (GROZ).
Is GROZ widely held by superinvestors?
Many widely followed stocks like GROZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GROZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.