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Zacks Focus Growth ETF (GROZ) Institutional Ownership

$31.69 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Zacks Focus Growth ETF (BATS:GROZ)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$24.29M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.24M
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GROZ Institutional Buying and Selling by Quarter

Zacks Focus Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2026Arete Wealth Advisors LLC130,508$3.60M0.2%-6.4%12.429%
5/19/2026Paragon Private Wealth Management LLC9,081$250K0.1%+28.8%0.865%
5/19/2026Arete Wealth Advisors LLC130,508$3.60M0.3%-6.4%12.429%
5/8/2026PNC Financial Services Group Inc.5,188$143K0.0%N/A0.494%
5/5/2026Sanctuary Advisors LLC11,895$328K0.0%N/A1.133%
4/29/2026Axxcess Wealth Management LLC48,577$1.34M0.0%+338.2%4.626%
4/28/2026Revisor Wealth Management LLC15,397$424K0.1%+113.0%1.466%
4/28/2026Koshinski Asset Management Inc.32,666$900K0.1%+26.9%3.111%
4/27/2026Baer Investment Advisory LLC16,021$442K0.1%N/A1.526%
4/24/2026EJMK Ventures LLC21,678$598K0.3%-35.9%2.065%
4/18/2026Faithward Advisors LLC12,793$353K0.0%+37.4%1.218%
4/16/2026Balboa Wealth Partners21,051$580K0.1%+51.2%2.005%
3/3/2026EJMK Ventures LLC33,829$1.01M0.6%N/A1.762%
2/23/2026Continental Investors Services Inc.24,921$756K1.0%+106.0%1.298%
2/18/2026Strive Financial Group LLC74,527$2.22M1.1%N/A3.882%
2/17/2026GeoWealth Management LLC46,308$1.38M0.1%+113.8%2.412%
2/17/2026Faithward Advisors LLC9,310$277K0.0%+5.0%0.485%
2/16/2026Arax Advisory Partners901$27K0.0%N/A0.047%
2/16/2026Axim Planning & Wealth29,339$874K0.9%+51.8%1.528%
2/13/2026Arete Wealth Advisors LLC139,500$4.16M0.2%+3.3%7.266%
2/13/2026CreativeOne Wealth LLC301,256$8.98M0.2%+1.7%15.690%
2/13/2026Advyzon Investment Management LLC20,052$598K0.1%N/A1.044%
2/13/2026M1 Capital Management LLC51,421$1.53M0.6%+13.4%2.678%
2/12/2026Rossby Financial LCC2,429$72K0.0%+44.7%0.127%
2/12/2026Hardworking Capital Advisors LLC22,420$668K0.6%N/A1.168%
2/11/2026Paragon Private Wealth Management LLC7,053$210K0.1%N/A0.367%
2/11/2026Alteri Wealth LLC14,475$431K0.1%+4.3%0.754%
2/11/2026Vise Technologies Inc.22,411$668K0.0%N/A1.167%
2/10/2026Vantus Wealth LLC13,217$394K0.3%N/A0.688%
2/3/2026Koshinski Asset Management Inc.25,734$767K0.0%+182.4%1.354%
1/30/2026Strategic Blueprint LLC65,714$1.96M0.1%+14.7%3.495%
1/29/2026Navigation Wealth Management Inc.16,182$482K0.7%+5.0%0.861%
1/27/2026Revisor Wealth Management LLC7,228$215K0.1%N/A0.384%
1/26/2026Prosperity Financial Group Inc.132,834$3.96M1.4%+5.0%7.180%
1/16/2026Balboa Wealth Partners13,925$415K0.1%+15.7%0.753%
1/15/2026Victory Financial Group LLC23,602$703K0.1%-8.1%1.276%
1/13/2026CoreCap Advisors LLC37,586$1.12M0.0%+71.1%1.999%
1/5/2026GK Wealth Management LLC18,150$541K0.4%-6.5%0.965%
11/19/2025Faithward Advisors LLC8,864$260K0.0%N/A0.583%
11/18/2025Advisory Services Network LLC16,020$470K0.0%+8.3%1.054%
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11/17/2025Victory Financial Group LLC25,694$754K0.1%N/A1.690%
11/17/2025Susquehanna International Group LLP8,135$239K0.0%N/A0.535%
11/17/2025Prosperity Financial Group Inc.126,566$3.71M1.4%+4.8%8.327%
11/14/2025Creative Planning12,735$374K0.0%-36.7%0.838%
11/14/2025TRUE Private Wealth Advisors22,452$659K0.1%-27.6%1.477%
11/14/2025von Borstel & Associates Inc.24,850$755K0.1%N/A1.635%
11/13/2025GeoWealth Management LLC21,655$635K0.0%+349.8%1.425%
11/13/2025CreativeOne Wealth LLC296,103$8.69M0.2%+81.3%19.480%
11/12/2025M1 Capital Management LLC45,337$1.33M0.6%+59.1%2.983%
11/12/2025Arete Wealth Advisors LLC135,023$3.94M0.2%-1.2%8.883%
11/10/2025Alteri Wealth LLC13,878$407K0.1%+47.1%0.913%
11/10/2025Koshinski Asset Management Inc.9,113$267K0.0%N/A0.600%
11/7/2025Axxcess Wealth Management LLC11,417$335K0.0%-20.2%0.751%
11/6/2025Balboa Wealth Partners12,033$353K0.1%-9.1%0.792%
11/6/2025GK Wealth Management LLC19,411$569K0.4%+9.2%1.277%
11/5/2025Axim Planning & Wealth19,323$567K0.4%N/A1.288%
11/5/2025Envestnet Asset Management Inc.12,150$356K0.0%N/A0.810%
11/3/2025Foundations Investment Advisors LLC7,209$211K0.0%N/A0.481%
10/30/2025Simplicity Wealth LLC21,894$642K0.0%N/A1.510%
10/28/2025Navigation Wealth Management Inc.15,405$452K0.7%-8.7%1.062%
10/23/2025Strategic Blueprint LLC57,280$1.68M0.1%+19.8%3.950%
10/22/2025CoreCap Advisors LLC21,969$644K0.0%+36.3%1.515%
8/19/2025Advisory Services Network LLC14,799$402K0.0%+3.7%1.345%
8/12/2025CreativeOne Wealth LLC163,335$4.33M0.1%+4.0%14.849%
8/11/2025Alteri Wealth LLC9,435$250K0.1%N/A0.858%
8/11/2025TRUE Private Wealth Advisors31,002$821K0.1%+83.4%2.818%
8/8/2025Creative Planning20,130$533K0.0%-75.3%1.830%
8/4/2025Continental Investors Services Inc.12,287$325K0.6%+104.6%1.117%
7/30/2025Strategic Blueprint LLC47,808$1.27M0.1%+5.6%4.553%
7/30/2025Prosperity Financial Group Inc.120,776$3.20M1.4%+4.8%11.502%
7/29/2025Balboa Wealth Partners13,239$351K0.1%-3.2%1.261%
7/28/2025Axxcess Wealth Management LLC14,309$379K0.0%+8.9%1.363%
7/24/2025M1 Capital Management LLC28,491$755K0.4%N/A2.713%
7/9/2025Navigation Wealth Management Inc.16,875$447K0.7%N/A1.654%
5/28/2025GK Wealth Management LLC16,366$365K0.4%N/A1.589%
5/14/2025CreativeOne Wealth LLC157,030$3.50M0.1%N/A18.474%
5/12/2025Townsquare Capital LLC13,117$293K0.0%N/A1.543%
4/30/2025Axxcess Wealth Management LLC13,136$293K0.0%-36.3%1.545%
4/29/2025Strategic Blueprint LLC45,280$1.01M0.1%+125.3%5.327%
4/28/2025Rossby Financial LCC1,517$35K0.0%N/A0.178%
4/23/2025Balboa Wealth Partners13,676$305K0.1%+52.0%1.609%
4/22/2025Cambridge Investment Research Advisors Inc.14,529$324K0.0%+46.8%1.709%
2/11/2025Wayfinding Financial LLC19,677$487K0.3%N/A0.000%
2/10/2025Axxcess Wealth Management LLC20,632$511K0.0%N/A0.000%
2/10/2025Balboa Wealth Partners8,996$223K0.1%N/A0.000%
1/23/2025Strategic Blueprint LLC20,100$498K0.0%N/A0.000%


GROZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 41 institutional investors and hedge funds held shares of Zacks Focus Growth ETF. The most heavily invested institutionals were CreativeOne Wealth LLC ($8.98M), Prosperity Financial Group Inc. ($3.96M), Arete Wealth Advisors LLC ($3.60M), Strive Financial Group LLC ($2.22M), Strategic Blueprint LLC ($1.96M), M1 Capital Management LLC ($1.53M), and GeoWealth Management LLC ($1.38M).Learn more on Zacks Focus Growth ETF's institutional investors.

Of the 40 institutional investors that purchased Zacks Focus Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CreativeOne Wealth LLC ($301.26K), Strive Financial Group LLC ($74.53K), Strategic Blueprint LLC ($65.71K), Axxcess Wealth Management LLC ($59.30K), M1 Capital Management LLC ($51.42K), GeoWealth Management LLC ($41.49K), and EJMK Ventures LLC ($33.83K).

Institutional investors have bought a total of 837,920 shares in the last 24 months. This purchase volume represents approximately $24.29M in transactions.

Of the 9 institutional investors that sold Zacks Focus Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Planning ($68.84K), Arete Wealth Advisors LLC ($19.61K), EJMK Ventures LLC ($12.15K), TRUE Private Wealth Advisors ($8.55K), Axxcess Wealth Management LLC ($2.89K), Victory Financial Group LLC ($2.09K), and Balboa Wealth Partners ($1.64K).

Institutional investors have sold a total of 118,506 shares in the last 24 months. This volume of shares sold represents approximately $3.24M in transactions.


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This page (BATS:GROZ) was last updated on 7/5/2026 by MarketBeat.com Staff.
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