GROZ

Zacks Focus Growth ETF

32 hedge funds and large institutions have $29.8M invested in Zacks Focus Growth ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$8.69M
AWA
2
Arete Wealth Advisors
Illinois
$3.94M
PFG
3
Prosperity Financial Group
California
$3.71M
SB
4
Strategic Blueprint
Georgia
$1.68M
MCM
5
M1 Capital Management
Michigan
$1.33M
VBA
6
von Borstel & Associates
Oregon
$755K
VFG
7
Victory Financial Group
Texas
$754K
WF
8
Wayfinding Financial
Washington
$728K
TPWA
9
TRUE Private Wealth Advisors
Oregon
$659K
CA
10
CoreCap Advisors
Michigan
$644K
SW
11
Simplicity Wealth
New Jersey
$642K
GM
12
GeoWealth Management
Illinois
$635K
GWM
13
GK Wealth Management
Nevada
$569K
APW
14
Axim Planning & Wealth
Ohio
$567K
ASN
15
Advisory Services Network
Georgia
$470K
NWM
16
Navigation Wealth Management
Colorado
$452K
AW
17
Alteri Wealth
California
$407K
Creative Planning
18
Creative Planning
Kansas
$374K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$356K
CIS
20
Continental Investors Services
Washington
$355K
BWP
21
Balboa Wealth Partners
Arizona
$353K
AWM
22
Axxcess Wealth Management
California
$335K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$304K
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$267K
FA
25
Faithward Advisors
Pennsylvania
$260K