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Disclosery

GROZ ZACKS TRUST

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UIT EXCHANGE TRADED (fund)

39 managers (39 13F filers) reported a position in GROZ shares at 2025-12-31, 1,286,578 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
7
Added
21
Reduced
5
Sold out
4
Shares held by filers
1,286,578

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC301,256$8.98M0.22%+5,15313F-HRTimelineGroup
Arete Wealth Advisors, LLC139,500$4.16M0.29%+4,47713F-HR/ATimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…132,834$3.96M1.43%+6,26813F-HRTimelineGroup
Strive Financial Group ,LLC74,527$2.22M1.17%13F-HR/ATimeline
Strategic Blueprint, LLC65,714$1.96M0.12%+8,43413F-HRTimeline
M1 Capital Management LLC51,421$1.53M0.64%+6,08413F-HRTimeline
GeoWealth Management, LLC46,308$1.38M0.05%+24,65313F-HRTimeline
CoreCap Advisors, LLC37,586$1.12M0.04%+15,61713F-HRTimeline
EJMK Ventures LLC33,829$1.01M0.62%13F-HRTimeline
Axim Planning & Wealth29,339$874K0.93%+10,01613F-HRTimeline
Koshinski Asset Management, Inc.25,734$767K0.05%+16,62113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.24,921$756K0.98%+12,82213F-HRTimeline
Wayfinding Financial, LLC24,850$740K0.31%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC23,602$703K0.09%-2,09213F-HRTimeline
Hardworking Capital Advisors, LLC22,420$668K0.61%13F-HRTimeline
Vise Technologies, Inc.22,411$668K0.01%new13F-HRTimeline
TRUE Private Wealth Advisors20,761$619K0.06%-1,69113F-HRTimeline
Advyzon Investment Management, LLC20,052$598K0.07%new13F-HRTimeline
GK Wealth Management LLC18,150$541K0.4%-1,26113F-HRTimeline
Navigation Wealth Management, Inc.16,182$482K0.72%+77713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,883$473K<0.01%+3,73313F-HRTimelineGroup
Advisory Services Network, LLC15,675$467K0.01%-34513F-HRTimeline
Alteri Wealth LLC14,475$431K0.14%+59713F-HRTimeline
Creative Planningin group Creative Planning14,185$423K<0.01%+1,45013F-HRTimelineGroup
Balboa Wealth Partners13,925$415K0.07%+1,89213F-HRTimeline
Vantus Wealth LLC13,217$394K0.29%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,085$330K0.01%-33213F-HR/ATimeline
Cambridge Investment Research Advisors,…10,661$318K<0.01%+29013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,382$280K<0.01%new13F-HRTimelineGroup
Faithward Advisors, LLC9,310$277K0.04%+44613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,209$274K<0.01%+1,07413F-HRTimelineGroup
Revisor Wealth Management LLC7,228$215K0.06%new13F-HRTimeline
Paragon Private Wealth Management, LLC7,053$210K0.06%new13F-HRTimeline
Rossby Financial, LCC2,429$72.4K0.02%+75013F-HRTimeline
Arax Advisory Partners901$26.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.258$7.69K<0.01%+19613F-HRTimeline
Cornerstone Planning Group LLC158$4.73K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC123$3.67K<0.01%+513F-HRTimeline
IFP Advisors, Inc24$715<0.01%013F-HRTimeline