Who Owns ZACKS TRUST (GROZ)? -- Institutional Holders (2026-06-30)
56 institutions reported holding $78.4M of ZACKS TRUST (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