Who Owns ZACKS FOCUS GROWTH (GROZ)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $78.4M of ZACKS FOCUS GROWTH (GROZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strive Financial Group ,LLC ($11.0M), FOCUSED ALPHA, LLC ($9.5M), GeoWealth Management, LLC ($9.0M), CONTINENTAL INVESTORS SERVICES, INC. ($5.8M), Arete Wealth Advisors, LLC ($5.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Strive Financial Group ,LLC	$11.0M	345,021	Added
2	FOCUSED ALPHA, LLC	$9.5M	298,078	New
3	GeoWealth Management, LLC	$9.0M	283,850	Added
4	CONTINENTAL INVESTORS SERVICES, INC.	$5.8M	175,207	Added
5	Arete Wealth Advisors, LLC	$5.0M	157,722	Added
6	Prosperity Financial Group, Inc.	$4.2M	130,667	Added
7	CreativeOne Wealth, LLC	$3.1M	97,345	Trimmed
8	Strategic Blueprint, LLC	$3.0M	94,465	Added
9	Advisory Services Network, LLC	$2.6M	80,332	Added
10	LPL Financial LLC	$2.4M	74,049	New
11	M1 Capital Management LLC	$2.0M	63,070	Added
12	CoreCap Advisors, LLC	$1.6M	50,079	Added
13	ENVESTNET ASSET MANAGEMENT INC	$1.4M	44,215	Trimmed
14	AXXCESS WEALTH MANAGEMENT, LLC	$1.3M	41,966	Trimmed
15	Axim Planning & Wealth	$1.1M	34,897	Added
16	Koshinski Asset Management, Inc.	$1.1M	34,075	Added
17	Advyzon Investment Management, LLC	$1.1M	33,145	Added
18	Sanctuary Advisors, LLC	$1.1M	33,130	Added
19	TRUIST FINANCIAL CORP	$1.0M	32,485	Trimmed
20	Wayfinding Financial, LLC	$851,000	26,780	Added
21	Hardworking Capital Advisors, LLC	$744,955	23,441	Added
22	EJMK Ventures LLC	$729,415	22,952	Added
23	TRUE Private Wealth Advisors	$696,668	21,922	Added
24	GK Wealth Management LLC	$695,213	21,875	New
25	Balboa Wealth Partners	$673,005	21,177	Added

Source: SEC Form 13F filings · as of 2026-06-30