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Zacks Focus Growth ETF (GROZ) Institutional Ownership

$27.85 -0.10 (-0.36%)
As of 08/15/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Zacks Focus Growth ETF (NYSEARCA:GROZ)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$9.09M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.81M
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GROZ Institutional Buying and Selling by Quarter

Zacks Focus Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/28/2025 GK Wealth Management LLC16,366$365K0.4%N/A1.589%
5/14/2025 CreativeOne Wealth LLC157,030$3.50M0.1%N/A18.474%
5/12/2025 Townsquare Capital LLC13,117$293K0.0%N/A1.543%
4/30/2025 Axxcess Wealth Management LLC13,136$293K0.0%-36.3%1.545%
4/29/2025 Strategic Blueprint LLC45,280$1.01M0.1%+125.3%5.327%
4/28/2025 Rossby Financial LCC1,517$35K0.0%N/A0.178%
4/23/2025 Balboa Wealth Partners13,676$305K0.1%+52.0%1.609%
4/22/2025 Cambridge Investment Research Advisors Inc.14,529$324K0.0%+46.8%1.709%
2/11/2025 Wayfinding Financial LLC19,677$487K0.3%N/A0.000%
2/10/2025 Axxcess Wealth Management LLC20,632$511K0.0%N/A0.000%
2/10/2025 Balboa Wealth Partners8,996$223K0.1%N/A0.000%
1/23/2025 Strategic Blueprint LLC20,100$498K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

GROZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GROZ shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Zacks Focus Growth ETF. The most heavily invested institutionals were CreativeOne Wealth LLC ($4.33M), Prosperity Financial Group Inc. ($3.20M), Strategic Blueprint LLC ($1.27M), TRUE Private Wealth Advisors ($821K), M1 Capital Management LLC ($755K), Creative Planning ($533K), and Wayfinding Financial LLC ($487K).Learn more on Zacks Focus Growth ETF's institutional investors.

Which institutional investors have been buying Zacks Focus Growth ETF's stock?

Of the 15 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 ($163.34K), Strategic Blueprint LLC ($47.81K), M1 Capital Management LLC ($28.49K), Axxcess Wealth Management LLC ($21.81K), Wayfinding Financial LLC ($19.68K), Navigation Wealth Management Inc. ($16.88K), and GK Wealth Management LLC ($16.37K).

How much institutional buying is happening at Zacks Focus Growth ETF?

Institutional investors have bought a total of 382,639 shares in the last 24 months. This purchase volume represents approximately $9.09M in transactions.

Which of Zacks Focus Growth ETF's major shareholders have been selling company stock?

The following institutional investors have sold Zacks Focus Growth ETF stock in the last 24 months: Creative Planning ($61.45K), Axxcess Wealth Management LLC ($7.50K), and Balboa Wealth Partners ($437.00).

How much institutional selling is happening at Zacks Focus Growth ETF?

Institutional investors have sold a total of 69,378 shares in the last 24 months. This volume of shares sold represents approximately $1.81M in transactions.



This page (NYSEARCA:GROZ) was last updated on 8/16/2025 by MarketBeat.com Staff
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