GROZ ZACKS TRUST: institutional ownership and insider trading

49 funds reported holding $80.0M of ZACKS TRUST in their latest 13F filings; in Q2 2026 funds net bought $18.8M, with 9 new positions and 5 funds selling out.

Largest institutional holders of GROZ

  1. FOCUSED ALPHA, LLC — $11.9M
  2. Strive Financial Group ,LLC — $11.0M
  3. GeoWealth Management, LLC — $9.02M
  4. CONTINENTAL INVESTORS SERVICES, INC. — $5.81M
  5. Arete Wealth Advisors, LLC — $5.01M
  6. Prosperity Financial Group, Inc. — $4.15M
  7. CreativeOne Wealth, LLC — $3.09M
  8. Strategic Blueprint, LLC — $2.77M
  9. Advisory Services Network, LLC — $2.55M
  10. LPL Financial LLC — $2.35M

Who owns the most GROZ stock?

The largest institutional holders of ZACKS TRUST in the latest 13F filings are FOCUSED ALPHA, LLC ($11.9M), Strive Financial Group ,LLC ($11.0M), GeoWealth Management, LLC ($9.02M).

All GROZ 13F holders