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Zacks Focus Growth ETF (GROZ) Institutional Ownership

$31.84 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
$24.66M
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
5/20/2026 Arete Wealth Advisors LLC130,508$3.60M0.2%-6.4%12.429%
5/19/2026 Paragon Private Wealth Management LLC9,081$250K0.1%+28.8%0.865%
5/19/2026 Arete Wealth Advisors LLC130,508$3.60M0.3%-6.4%12.429%
5/8/2026 PNC Financial Services Group Inc.5,188$143K0.0%N/A0.494%
5/5/2026 Sanctuary Advisors LLC11,895$328K0.0%N/A1.133%
4/29/2026 Axxcess Wealth Management LLC48,577$1.34M0.0%+338.2%4.626%
4/28/2026 Revisor Wealth Management LLC15,397$424K0.1%+113.0%1.466%
4/28/2026 Koshinski Asset Management Inc.32,666$900K0.1%+26.9%3.111%
4/27/2026 Baer Investment Advisory LLC16,021$442K0.1%N/A1.526%
4/24/2026 EJMK Ventures LLC21,678$598K0.3%-35.9%2.065%
4/18/2026 Faithward Advisors LLC12,793$353K0.0%+37.4%1.218%
4/16/2026 Balboa Wealth Partners21,051$580K0.1%+51.2%2.005%
3/3/2026 EJMK Ventures LLC33,829$1.01M0.6%N/A1.762%
2/23/2026 Continental Investors Services Inc.24,921$756K1.0%+106.0%1.298%
2/18/2026 Strive Financial Group LLC74,527$2.22M1.1%N/A3.882%
2/17/2026 GeoWealth Management LLC46,308$1.38M0.1%+113.8%2.412%
2/17/2026 Faithward Advisors LLC9,310$277K0.0%+5.0%0.485%
2/16/2026 Arax Advisory Partners901$27K0.0%N/A0.047%
2/16/2026 Axim Planning & Wealth29,339$874K0.9%+51.8%1.528%
2/13/2026 Arete Wealth Advisors LLC139,500$4.16M0.2%+3.3%7.266%
2/13/2026 CreativeOne Wealth LLC301,256$8.98M0.2%+1.7%15.690%
2/13/2026 Advyzon Investment Management LLC20,052$598K0.1%N/A1.044%
2/13/2026 M1 Capital Management LLC51,421$1.53M0.6%+13.4%2.678%
2/12/2026 Rossby Financial LCC2,429$72K0.0%+44.7%0.127%
2/12/2026 Hardworking Capital Advisors LLC22,420$668K0.6%N/A1.168%
2/11/2026 Paragon Private Wealth Management LLC7,053$210K0.1%N/A0.367%
2/11/2026 Alteri Wealth LLC14,475$431K0.1%+4.3%0.754%
2/11/2026 Vise Technologies Inc.22,411$668K0.0%N/A1.167%
2/10/2026Vantus Wealth LLC13,217$394K0.3%N/A0.688%
2/3/2026 Koshinski Asset Management Inc.25,734$767K0.0%+182.4%1.354%
1/30/2026 Strategic Blueprint LLC65,714$1.96M0.1%+14.7%3.495%
1/29/2026 Navigation Wealth Management Inc.16,182$482K0.7%+5.0%0.861%
1/27/2026 Revisor Wealth Management LLC7,228$215K0.1%N/A0.384%
1/26/2026 Prosperity Financial Group Inc.132,834$3.96M1.4%+5.0%7.180%
1/16/2026 Balboa Wealth Partners13,925$415K0.1%+15.7%0.753%
1/15/2026 Victory Financial Group LLC23,602$703K0.1%-8.1%1.276%
1/13/2026 CoreCap Advisors LLC37,586$1.12M0.0%+71.1%1.999%
1/5/2026 GK Wealth Management LLC18,150$541K0.4%-6.5%0.965%
11/19/2025 Faithward Advisors LLC8,864$260K0.0%N/A0.583%
11/18/2025 Advisory Services Network LLC16,020$470K0.0%+8.3%1.054%
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11/17/2025 Victory Financial Group LLC25,694$754K0.1%N/A1.690%
11/17/2025 Susquehanna International Group LLP8,135$239K0.0%N/A0.535%
11/17/2025 Prosperity Financial Group Inc.126,566$3.71M1.4%+4.8%8.327%
11/14/2025 Creative Planning12,735$374K0.0%-36.7%0.838%
11/14/2025 TRUE Private Wealth Advisors22,452$659K0.1%-27.6%1.477%
11/14/2025 von Borstel & Associates Inc.24,850$755K0.1%N/A1.635%
11/13/2025 GeoWealth Management LLC21,655$635K0.0%+349.8%1.425%
11/13/2025 CreativeOne Wealth LLC296,103$8.69M0.2%+81.3%19.480%
11/12/2025 M1 Capital Management LLC45,337$1.33M0.6%+59.1%2.983%
11/12/2025 Arete Wealth Advisors LLC135,023$3.94M0.2%-1.2%8.883%
11/10/2025 Alteri Wealth LLC13,878$407K0.1%+47.1%0.913%
11/10/2025 Koshinski Asset Management Inc.9,113$267K0.0%N/A0.600%
11/7/2025 Axxcess Wealth Management LLC11,417$335K0.0%-20.2%0.751%
11/6/2025 Balboa Wealth Partners12,033$353K0.1%-9.1%0.792%
11/6/2025 GK Wealth Management LLC19,411$569K0.4%+9.2%1.277%
11/5/2025 Axim Planning & Wealth19,323$567K0.4%N/A1.288%
11/5/2025 Envestnet Asset Management Inc.12,150$356K0.0%N/A0.810%
11/3/2025 Foundations Investment Advisors LLC7,209$211K0.0%N/A0.481%
10/30/2025 Simplicity Wealth LLC21,894$642K0.0%N/A1.510%
10/28/2025 Navigation Wealth Management Inc.15,405$452K0.7%-8.7%1.062%
10/23/2025 Strategic Blueprint LLC57,280$1.68M0.1%+19.8%3.950%
10/22/2025 CoreCap Advisors LLC21,969$644K0.0%+36.3%1.515%
8/19/2025 Advisory Services Network LLC14,799$402K0.0%+3.7%1.345%
8/12/2025 CreativeOne Wealth LLC163,335$4.33M0.1%+4.0%14.849%
8/11/2025 Alteri Wealth LLC9,435$250K0.1%N/A0.858%
8/11/2025 TRUE Private Wealth Advisors31,002$821K0.1%+83.4%2.818%
8/8/2025 Creative Planning20,130$533K0.0%-75.3%1.830%
8/4/2025 Continental Investors Services Inc.12,287$325K0.6%+104.6%1.117%
7/30/2025 Strategic Blueprint LLC47,808$1.27M0.1%+5.6%4.553%
7/30/2025 Prosperity Financial Group Inc.120,776$3.20M1.4%+4.8%11.502%
7/29/2025 Balboa Wealth Partners13,239$351K0.1%-3.2%1.261%
7/28/2025 Axxcess Wealth Management LLC14,309$379K0.0%+8.9%1.363%
7/24/2025 M1 Capital Management LLC28,491$755K0.4%N/A2.713%
7/9/2025 Navigation 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 854,286 shares in the last 24 months. This purchase volume represents approximately $24.66M 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 5/26/2026 by MarketBeat.com Staff.
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