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Disclosery

GROZ ZACKS TRUST

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UIT EXCHANGE TRADED (fund)

44 managers (44 13F filers) reported a position in GROZ shares at 2026-03-31, 1,846,860 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
44
13F filers
44
New
9
Added
25
Reduced
8
Sold out
3
Shares held by filers
1,846,860

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC224,921$6.2M0.14%-76,33513F-HRTimelineGroup
GeoWealth Management, LLC164,401$4.53M0.16%+118,09313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC144,821$3.99M<0.01%+128,93813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP133,537$3.68M<0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC130,508$3.6M0.27%-8,99213F-HR/ATimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…127,873$3.53M1.3%-4,96113F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.103,260$3.27M3.09%+78,33913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC86,759$2.39M<0.01%new13F-HRTimelineGroup
Strive Financial Group ,LLC81,697$2.25M1.2%+7,17013F-HRTimeline
Strategic Blueprint, LLC71,381$1.97M0.11%+5,66713F-HRTimeline
M1 Capital Management LLC56,276$1.55M0.71%+4,85513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC48,577$1.34M0.04%+37,49213F-HRTimeline
CoreCap Advisors, LLC46,468$1.28M0.04%+8,88213F-HRTimeline
Advisory Services Network, LLC34,150$941K0.01%+18,47513F-HRTimeline
Axim Planning & Wealth32,823$905K1.1%+3,48413F-HRTimeline
Koshinski Asset Management, Inc.32,666$900K0.06%+6,93213F-HRTimeline
Advyzon Investment Management, LLC26,124$720K0.06%+6,07213F-HRTimeline
Wayfinding Financial, LLC24,339$670K0.29%-51113F-HRTimeline
Vise Technologies, Inc.22,411$668K0.01%013F-HRTimeline
Hardworking Capital Advisors, LLC23,092$637K0.6%+67213F-HRTimeline
EJMK Ventures LLC21,678$598K0.33%-12,15113F-HRTimeline
TRUE Private Wealth Advisors21,644$597K0.06%+88313F-HRTimeline
Balboa Wealth Partners21,051$580K0.1%+7,12613F-HRTimeline
Navigation Wealth Management, Inc.18,203$502K1.81%+2,02113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,482$454K<0.01%+7,27313F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC16,021$442K0.05%-7,58113F-HRTimeline
Revisor Wealth Management LLC15,397$424K0.12%+8,16913F-HRTimeline
Alteri Wealth LLC14,529$401K0.13%+5413F-HRTimeline
Faithward Advisors, LLC12,793$353K0.05%+3,48313F-HRTimeline
Sanctuary Advisors, LLC11,895$328K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning11,228$310K<0.01%-2,95713F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,143$307K<0.01%+48213F-HRTimeline
HighTower Advisors, LLC11,034$304K<0.01%new13F-HRTimeline
Paragon Private Wealth Management, LLC9,081$250K0.08%+2,02813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,113$224K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,188$143K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC2,408$67.3K0.01%-2113F-HRTimeline
Arax Advisory Partners1,324$36.5K<0.01%+42313F-HRTimeline
HARBOUR INVESTMENTS, INC.778$21.4K<0.01%+52013F-HRTimeline
Sunbelt Securities, Inc.490$13.5K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC236$7.33K<0.01%+7813F-HRTimeline
IFP Advisors, Inc24$662<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$634<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13$358<0.01%new13F-HRTimelineGroup