Zacks Focus Growth ETF (GROZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Strive Financial Group,LLC

INCREASED

Shares359,953 from 345,021

Change+14,932 (+4%)

Value$12.2M (+$1.2M)

Filed 2026-11-09

Focused Alpha, LLC

INCREASED

Shares350,463 from 298,078

Change+52,385 (+18%)

Value$11.9M (+$2.4M)

Filed 2026-10-20

Arete Wealth Advisors, LLC

DECREASED

Shares147,953 from 157,722

Change-9,769 (-6%)

Value$5.0M (+$18.0K)

Filed 2026-11-09

LPL Financial LLC

INCREASED

Shares130,618 from 74,049

Change+56,569 (+76%)

Value$4.4M (+$2.1M)

Filed 2026-11-06

Prosperity Financial Group, Inc.

DECREASED

Shares127,559 from 130,667

Change-3,108 (-2%)

Value$4.3M (+$162.5K)

Filed 2026-10-29

Strategic Blueprint, LLC

DECREASED

Shares81,743 from 94,465

Change-12,722 (-13%)

Value$2.8M (-$236.9K)

Filed 2026-10-22

CoreCap Advisors, LLC

INCREASED

Shares52,358 from 50,079

Change+2,279 (+5%)

Value$1.8M (+$179.7K)

Filed 2026-10-08

Truist Financial Corp

INCREASED

Shares37,777 from 32,485

Change+5,292 (+16%)

Value$1.3M (+$245.6K)

Filed 2026-10-30

Koshinski Asset Management, Inc.

INCREASED

Shares35,417 from 34,075

Change+1,342 (+4%)

Value$1.2M (+$115.2K)

Filed 2026-10-29

True Private Wealth Advisors

INCREASED

Shares29,841 from 21,922

Change+7,919 (+36%)

Value$1.0M (+$312.8K)

Filed 2026-10-19

Ignite Planners, LLC

INCREASED

Shares27,796 from 8,821

Change+18,975 (+215%)

Value$978.1K (+$697.8K)

Filed 2026-10-14

Navigation Wealth Management, Inc.

DECREASED

Shares20,214 from 20,678

Change-464 (-2%)

Value$697.4K (+$40.2K)

Filed 2026-11-03

Balboa Wealth Partners

DECREASED

Shares18,799 from 21,177

Change-2,378 (-11%)

Value$635.9K (-$37.1K)

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares17,632 from 12,367

Change+5,265 (+43%)

Value$596.5K (+$203.4K)

Filed 2026-10-08

Ejmk Ventures LLC

DECREASED

Shares16,598 from 22,952

Change-6,354 (-28%)

Value$561.5K (-$167.9K)

Filed 2026-10-21

Revisor Wealth Management LLC

DECREASED

Shares15,689 from 16,209

Change-520 (-3%)

Value$525.0K (+$9.8K)

Filed 2026-10-20

GK Wealth Management LLC

DECREASED

Shares15,106 from 21,875

Change-6,769 (-31%)

Value$511.0K (-$184.2K)

Filed 2026-10-09

Cooper Financial Group

NEW

Shares13,865

Change+13,865

Value$469.0K

Filed 2026-10-07

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares12,502 from 12,033

Change+469 (+4%)

Value$423 (-$381.6K)

Filed 2026-11-02

HighTower Advisors, LLC

INCREASED

Shares12,075 from 11,824

Change+251 (+2%)

Value$408.5K (+$32.7K)

Filed 2026-11-10

Creative Planning

DECREASED

Shares9,603 from 10,095

Change-492 (-5%)

Value$324.8K (+$4.0K)

Filed 2026-11-02

Axxcess Wealth Management, LLC

DECREASED

Shares6,603 from 41,966

Change-35,363 (-84%)

Value$223.4K (-$1.1M)

Filed 2026-10-21

Unique Wealth, LLC

NEW

Shares6,498

Change+6,498

Value$219.8K

Filed 2026-10-16

Simplicity Wealth,LLC

NEW

Shares6,248

Change+6,248

Value$211.4K

Filed 2026-10-23

Stirlingshire Investments, Inc.

NEW

Shares6,069

Change+6,069

Value$205.3K

Filed 2026-11-05

Latitude Advisors, LLC

NEW

Shares5,072

Change+5,072

Value$171.6K

Filed 2026-10-27

Rossby Financial, LCC

DECREASED

Shares2,360 from 2,406

Change-46 (-2%)

Value$79.8K (+$3.4K)

Filed 2026-11-05

Harbour Investments, Inc.

DECREASED

Shares1,906 from 1,922

Change-16 (-1%)

Value$64.5K (+$3.4K)

Filed 2026-11-09

Nova Financial LLC

NEW

Shares460

Change+460

Value$15.6K

Filed 2026-11-04

Compass Financial Management LLC

INCREASED

Shares317 from 149

Change+168 (+113%)

Value$10.7K (+$6.0K)

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$812 (+$49)

Filed 2026-10-16

Axim Planning & Wealth

CLOSED

Shares0 from 34,897

Change-34,897 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-28

Hardworking Capital Advisors, LLC

CLOSED

Shares0 from 23,441

Change-23,441 (-100%)

Value$0 (-$745.0K)

Filed 2026-10-20

Paragon Private Wealth Management, LLC

CLOSED

Shares0 from 9,817

Change-9,817 (-100%)

Value$0 (-$312.0K)

Filed 2026-10-20

Vise Technologies, Inc.

CLOSED

Shares0 from 9,400

Change-9,400 (-100%)

Value$0 (-$298.7K)

Filed 2026-10-29

Victory Financial Group, LLC

CLOSED

Shares0 from 9,301

Change-9,301 (-100%)

Value$0 (-$295.6K)

Filed 2026-10-27

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 8,343

Change-8,343 (-100%)

Value$0 (-$265.1K)

Filed 2026-10-16

Cornerstone Planning Group LLC

CLOSED

Shares0 from 236

Change-236 (-100%)

Value$0 (-$7.6K)

Filed 2026-10-16

Valley Wealth Managers, Inc.

CLOSED

Shares0 from 43

Change-43 (-100%)

Value$0 (-$1.4K)

Filed 2026-10-09

GeoWealth Management, LLC

N/A

Shares— from 283,850

Change-283,850 (-100%)

Value—

Continental Investors Services, Inc.

N/A

Shares— from 175,207

Change-175,207 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 97,345

Change-97,345 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 80,332

Change-80,332 (-100%)

Value—

M1 Capital Management LLC

N/A

Shares— from 63,070

Change-63,070 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 44,215

Change-44,215 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 33,145

Change-33,145 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 33,130

Change-33,130 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 26,780

Change-26,780 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 20,032

Change-20,032 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 18,323

Change-18,323 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 17,273

Change-17,273 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 14,433

Change-14,433 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 11,028

Change-11,028 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,324

Change-1,324 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 825

Change-825 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 116

Change-116 (-100%)

Value—

	Status
Strive Financial Group,LLC	INCREASED	359,953	345,021	+14,932	+4%	$11.0M	$12.2M	+$1.2M	2026-11-09
Focused Alpha, LLC	INCREASED	350,463	298,078	+52,385	+18%	$9.5M	$11.9M	+$2.4M	2026-10-20
Arete Wealth Advisors, LLC	DECREASED	147,953	157,722	-9,769	-6%	$5.0M	$5.0M	+$18.0K	2026-11-09
LPL Financial LLC	INCREASED	130,618	74,049	+56,569	+76%	$2.4M	$4.4M	+$2.1M	2026-11-06
Prosperity Financial Group, Inc.	DECREASED	127,559	130,667	-3,108	-2%	$4.2M	$4.3M	+$162.5K	2026-10-29
Strategic Blueprint, LLC	DECREASED	81,743	94,465	-12,722	-13%	$3.0M	$2.8M	-$236.9K	2026-10-22
CoreCap Advisors, LLC	INCREASED	52,358	50,079	+2,279	+5%	$1.6M	$1.8M	+$179.7K	2026-10-08
Truist Financial Corp	INCREASED	37,777	32,485	+5,292	+16%	$1.0M	$1.3M	+$245.6K	2026-10-30
Koshinski Asset Management, Inc.	INCREASED	35,417	34,075	+1,342	+4%	$1.1M	$1.2M	+$115.2K	2026-10-29
True Private Wealth Advisors	INCREASED	29,841	21,922	+7,919	+36%	$696.7K	$1.0M	+$312.8K	2026-10-19
Ignite Planners, LLC	INCREASED	27,796	8,821	+18,975	+215%	$280.3K	$978.1K	+$697.8K	2026-10-14
Navigation Wealth Management, Inc.	DECREASED	20,214	20,678	-464	-2%	$657.1K	$697.4K	+$40.2K	2026-11-03
Balboa Wealth Partners	DECREASED	18,799	21,177	-2,378	-11%	$673.0K	$635.9K	-$37.1K	2026-10-20
Farther Finance Advisors, LLC	INCREASED	17,632	12,367	+5,265	+43%	$393.0K	$596.5K	+$203.4K	2026-10-08
Ejmk Ventures LLC	DECREASED	16,598	22,952	-6,354	-28%	$729.4K	$561.5K	-$167.9K	2026-10-21
Revisor Wealth Management LLC	DECREASED	15,689	16,209	-520	-3%	$515.1K	$525.0K	+$9.8K	2026-10-20
GK Wealth Management LLC	DECREASED	15,106	21,875	-6,769	-31%	$695.2K	$511.0K	-$184.2K	2026-10-09
Cooper Financial Group	NEW	13,865	—	+13,865	—	—	$469.0K	—	2026-10-07
Cambridge Investment Research Advisors, Inc.	INCREASED	12,502	12,033	+469	+4%	$382.0K	$423	-$381.6K	2026-11-02
HighTower Advisors, LLC	INCREASED	12,075	11,824	+251	+2%	$375.8K	$408.5K	+$32.7K	2026-11-10
Creative Planning	DECREASED	9,603	10,095	-492	-5%	$320.8K	$324.8K	+$4.0K	2026-11-02
Axxcess Wealth Management, LLC	DECREASED	6,603	41,966	-35,363	-84%	$1.3M	$223.4K	-$1.1M	2026-10-21
Unique Wealth, LLC	NEW	6,498	—	+6,498	—	—	$219.8K	—	2026-10-16
Simplicity Wealth,LLC	NEW	6,248	—	+6,248	—	—	$211.4K	—	2026-10-23
Stirlingshire Investments, Inc.	NEW	6,069	—	+6,069	—	—	$205.3K	—	2026-11-05
Latitude Advisors, LLC	NEW	5,072	—	+5,072	—	—	$171.6K	—	2026-10-27
Rossby Financial, LCC	DECREASED	2,360	2,406	-46	-2%	$76.5K	$79.8K	+$3.4K	2026-11-05
Harbour Investments, Inc.	DECREASED	1,906	1,922	-16	-1%	$61.1K	$64.5K	+$3.4K	2026-11-09
Nova Financial LLC	NEW	460	—	+460	—	—	$15.6K	—	2026-11-04
Compass Financial Management LLC	INCREASED	317	149	+168	+113%	$4.7K	$10.7K	+$6.0K	2026-10-30
IFP Advisors, Inc	UNCHANGED	24	24	0	0%	$763	$812	+$49	2026-10-16
Axim Planning & Wealth	CLOSED	0	34,897	-34,897	-100%	$1.1M	$0	-$1.1M	2026-10-28
Hardworking Capital Advisors, LLC	CLOSED	0	23,441	-23,441	-100%	$745.0K	$0	-$745.0K	2026-10-20
Paragon Private Wealth Management, LLC	CLOSED	0	9,817	-9,817	-100%	$312.0K	$0	-$312.0K	2026-10-20
Vise Technologies, Inc.	CLOSED	0	9,400	-9,400	-100%	$298.7K	$0	-$298.7K	2026-10-29
Victory Financial Group, LLC	CLOSED	0	9,301	-9,301	-100%	$295.6K	$0	-$295.6K	2026-10-27
Concurrent Investment Advisors, LLC	CLOSED	0	8,343	-8,343	-100%	$265.1K	$0	-$265.1K	2026-10-16
Cornerstone Planning Group LLC	CLOSED	0	236	-236	-100%	$7.6K	$0	-$7.6K	2026-10-16
Valley Wealth Managers, Inc.	CLOSED	0	43	-43	-100%	$1.4K	$0	-$1.4K	2026-10-09
GeoWealth Management, LLC	N/A	—	283,850	-283,850	-100%	$9.0M	—	—	—
Continental Investors Services, Inc.	N/A	—	175,207	-175,207	-100%	$5.8M	—	—	—
CreativeOne Wealth, LLC	N/A	—	97,345	-97,345	-100%	$3.1M	—	—	—
Advisory Services Network, LLC	N/A	—	80,332	-80,332	-100%	$2.6M	—	—	—
M1 Capital Management LLC	N/A	—	63,070	-63,070	-100%	$2.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	44,215	-44,215	-100%	$1.4M	—	—	—
Advyzon Investment Management, LLC	N/A	—	33,145	-33,145	-100%	$1.1M	—	—	—
Sanctuary Advisors, LLC	N/A	—	33,130	-33,130	-100%	$1.1M	—	—	—
Wayfinding Financial, LLC	N/A	—	26,780	-26,780	-100%	$851.0K	—	—	—
Vantus Wealth LLC	N/A	—	20,032	-20,032	-100%	$636.6K	—	—	—
Faithward Advisors, LLC	N/A	—	18,323	-18,323	-100%	$582.3K	—	—	—
Alteri Wealth LLC	N/A	—	17,273	-17,273	-100%	$548.9K	—	—	—
MML Investors Services, LLC	N/A	—	14,433	-14,433	-100%	$458.7K	—	—	—
Rothschild Wealth LLC	N/A	—	11,028	-11,028	-100%	$350.5K	—	—	—
Arax Advisory Partners	N/A	—	1,324	-1,324	-100%	$42.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	825	-825	-100%	$26.2K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	116	-116	-100%	$3.7K	—	—	—

Showing 56 of 56 institutions