Zacks Focus Growth ETFGROZETF
13F holders, Q4 2025 (December 31)39holders +7
7new positions
4sold out
1famous investor
$29.81avg. 13F price*
At the end of Q4 2025, 39 institutions reported holding Zacks Focus Growth ETF (GROZ) in their 13F filings, up 7 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were CreativeOne Wealth, LLC ($9.0M), Arete Wealth Advisors, LLC ($4.2M) and Prosperity Financial Group, Inc. ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Zacks Focus Growth ETF
- Filed as
- ZACKS TRUST (Q4 2025)
- CUSIP
- 98888G808
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 4 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 188,540 shares bought and 59,985 shares sold, net +128,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| CreativeOne Wealth, LLC | 0.22% | Add +1.7% | 301,256 | $9.0M |
| Arete Wealth Advisors, LLC | 0.29% | Add +3.3% | 139,500 | $4.2M |
| Prosperity Financial Group, Inc. | 1.43% | Add +5.0% | 132,834 | $4.0M |
| Strive Financial Group ,LLC | 1.17% | — | 74,527 | $2.2M |
| Strategic Blueprint, LLC | 0.12% | Add +14.7% | 65,714 | $2.0M |
| M1 Capital Management LLC | 0.64% | Add +13.4% | 51,421 | $1.5M |
| GeoWealth Management, LLC | 0.05% | Add +113.8% | 46,308 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +71.1% | 37,586 | $1.1M |
| EJMK Ventures LLC | 0.62% | — | 33,829 | $1.0M |
| Axim Planning & Wealth | 0.93% | Add +51.8% | 29,339 | $874K |
| Koshinski Asset Management, Inc. | 0.05% | Add +182.4% | 25,734 | $767K |
| Continental Investors Services, Inc. | 0.98% | Add +106.0% | 24,921 | $756K |
| Wayfinding Financial, LLC | 0.31% | No change | 24,850 | $740K |
| Victory Financial Group, LLC | 0.09% | Reduce -8.1% | 23,602 | $703K |
| Hardworking Capital Advisors, LLC | 0.61% | — | 22,420 | $668K |
| Vise Technologies, Inc. | 0.01% | New | 22,411 | $668K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -7.5% | 20,761 | $619K |
| Advyzon Investment Management, LLC | 0.07% | New | 20,052 | $598K |
| GK Wealth Management LLC | 0.40% | Reduce -6.5% | 18,150 | $541K |
| Navigation Wealth Management, Inc. | 0.72% | Add +5.0% | 16,182 | $482K |
| Envestnet Asset Management Inc. | 0.00% | Add +30.7% | 15,883 | $473K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.1% | 15,675 | $467K |
| Alteri Wealth LLC | 0.14% | Add +4.3% | 14,475 | $431K |
| Creative Planning | 0.00% | Add +11.4% | 14,185 | $423K |
| Balboa Wealth Partners | 0.07% | Add +15.7% | 13,925 | $415K |
| Vantus Wealth LLC | 0.29% | — | 13,217 | $394K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.9% | 11,085 | $330K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 10,661 | $318K |
| Citadel Advisors | 0.00% | New | 9,382 | $280K |
| Faithward Advisors, LLC | 0.04% | Add +5.0% | 9,310 | $277K |
| Susquehanna International Group, LLP | 0.00% | Add +13.2% | 9,209 | $274K |
| Revisor Wealth Management LLC | 0.06% | New | 7,228 | $215K |
| Paragon Private Wealth Management, LLC | 0.06% | New | 7,053 | $210K |
| Rossby Financial, LCC | 0.02% | Add +44.7% | 2,429 | $72K |
| Arax Advisory Partners | 0.00% | New | 901 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +316.1% | 258 | $8K |
| Cornerstone Planning Group LLC | 0.00% | New | 158 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | Add +4.2% | 123 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 24 | $715 |
"% of holder's portfolio" is GROZ's weight in each manager's 13F, not the share of Zacks Focus Growth ETF the manager owns.