GROZ ZACKS TRUST
FollowUIT EXCHANGE TRADED (fund)
8 managers (8 13F filers) reported a position in GROZ shares at 2024-12-31, 79,528 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 7
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 79,528
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 20,632 | $511K | 0.01% | new | 13F-HRTimeline |
| Strategic Blueprint, LLC | 20,100 | $498K | 0.03% | new | 13F-HRTimeline |
| Wayfinding Financial, LLC | 19,677 | $487K | 0.26% | new | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 9,895 | $245K | <0.01% | new | 13F-HRTimeline |
| Balboa Wealth Partners | 8,996 | $223K | 0.05% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 148 | $3.67K | <0.01% | new | 13F-HRTimelineGroup |
| Retirement Wealth Solutions LLC | 80 | $1.97K | <0.01% | 13F-HRTimeline | |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |