Who owns GROZ?
Zacks Focus Growth ETF · Zacks
50 institutions reported holding GROZ, worth $78.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of GROZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Strive Financial Group ,LLC | Carmel, IN | $11.0M | 345,021 | +263,324 shares |
| Focused Alpha, LLC | Denver, CO | $9.5M | 298,078 | New position |
| GeoWealth Management, LLC | Chicago, IL | $9.0M | 283,850 | +119,449 shares |
| Continental Investors Services, Inc. | Longview, WA | $5.8M | 175,207 | +71,947 shares |
| Arete Wealth Advisors, LLC | Chicago, IL | $5.0M | 157,722 | +27,214 shares |
| Prosperity Financial Group, Inc. | San Ramon, CA | $4.2M | 130,667 | +2,794 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $3.1M | 97,345 | −127,576 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $3.0M | 94,465 | +23,084 shares |
| Advisory Services Network, LLC | Atlanta, GA | $2.6M | 80,332 | +46,182 shares |
| LPL Financial LLC | Fort Mill, SC | $2.4M | 74,049 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns GROZ?
50 institutional managers reported holding GROZ in Form 13F filings for June 30, 2026, worth $78.8M in total. The largest reported position was held by Strive Financial Group ,LLC, at $11.0M.
Did institutions buy or sell GROZ last quarter?
Reported 13F value rose 53.3% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is GROZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.