Zacks Focus Growth ETFGROZETF
13F holders, Q1 2025 (March 31)19holders +12
12new positions
0sold out
1famous investor
$22.46avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Zacks Focus Growth ETF (GROZ) in their 13F filings, up 12 from Q4 2024. 12 opened new positions and 0 sold out. The largest holders were CreativeOne Wealth, LLC ($3.5M), Prosperity Financial Group, Inc. ($2.6M) and Creative Planning ($1.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Zacks Focus Growth ETF
- Filed as
- ZACKS TRUST (Q1 2025)
- CUSIP
- 98888G808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.2M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 489,858 shares bought and 7,643 shares sold, net +482,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| CreativeOne Wealth, LLC | 0.10% | New | 157,030 | $3.5M |
| Prosperity Financial Group, Inc. | 1.28% | New | 115,251 | $2.6M |
| Creative Planning | 0.00% | New | 81,575 | $1.8M |
| Strategic Blueprint, LLC | 0.06% | Add +125.3% | 45,280 | $1.0M |
| Wayfinding Financial, LLC | 0.19% | No change | 19,677 | $438K |
| GK Wealth Management LLC | 0.50% | New | 18,045 | $402K |
| TRUE Private Wealth Advisors | 0.05% | New | 16,906 | $377K |
| Citadel Advisors | 0.00% | New | 16,887 | $377K |
| CoreCap Advisors, LLC | 0.01% | New | 14,652 | $327K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +46.8% | 14,529 | $324K |
| Advisory Services Network, LLC | 0.01% | New | 14,276 | $318K |
| Balboa Wealth Partners | 0.07% | Add +52.0% | 13,676 | $305K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -36.3% | 13,136 | $293K |
| Townsquare Capital LLC | 0.00% | New | 13,117 | $293K |
| Continental Investors Services, Inc. | 0.44% | New | 6,005 | $220K |
| Rossby Financial, LCC | 0.01% | New | 1,517 | $35K |
| Retirement Wealth Solutions LLC | 0.00% | Add +80.0% | 144 | $3K |
| IFP Advisors, Inc | 0.00% | New | 39 | $870 |
| UBS Group AG | 0.00% | Reduce -99.3% | 1 | $22 |
"% of holder's portfolio" is GROZ's weight in each manager's 13F, not the share of Zacks Focus Growth ETF the manager owns.