Zacks Trust (GROZ) Hedge Fund Ownership (Q2 2026)

Zacks Trust (GROZ)

51 + Investors. Track Smart Money conviction in GROZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — GROZ

Based on 51 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added GROZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

51 hedge funds hold GROZ right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +132% more funds vs a year ago

fund count last 6Q

+29 new funds entered over the past year (+132% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 73% buying

40 buying15 selling

Last quarter: 40 funds were net buyers (13 opened a brand new position + 27 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 11 → 10 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 49% entered in last year

■ 0% conviction (2yr+) ■ 51% medium ■ 49% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +52% but shares only +32% — price-driven

Value

+51%

+32%

Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +32%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~13 new funds/quarter

5 → 11 → 11 → 10 → 13 new funds/Q

New funds entering each quarter: 11 → 11 → 10 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 71% of holders entered in last year

■ 0% veterans ■ 29% 1-2yr ■ 71% new

Of 51 current holders: 36 (71%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

3 of 51 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	51	45	13.33%
13F Shares	2M	2M	32.01%
Total Value	$77M	$51M	51.74%
New Positions	13	10	+3
Increased Positions	27	25	+2
Closed Positions	7	4	+3
Reduced Positions	8	8	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13.33%

13F Shares

32.01%

Total Value

$77M

$51M

51.74%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GROZ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 GROZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Strive Financial Group ,LLC	4.76%	345,021	$11.0M
2	Continental Investors Services, INC.	4.55%	175,207	$5.8M
3	Focused Alpha, LLC	2.43%	298,078	$9.5M
4	Axim Planning & Wealth	1.55%	34,897	$1.1M
5	Prosperity Financial Group, Inc.	1.29%	130,667	$4.2M
6	Navigation Wealth Management, Inc.	0.91%	20,678	$657K
7	M1 Capital Management LLC	0.74%	63,070	$2.0M
8	Hardworking Capital Advisors, LLC	0.61%	23,441	$745K
9	GK Wealth Management LLC	0.37%	21,875	$695K
10	Vantus Wealth LLC	0.34%	20,032	$637K
11	EJMK Ventures LLC	0.33%	22,952	$729K
12	GeoWealth Management, LLC	0.28%	283,850	$9.0M
13	Arete Wealth Advisors, LLC	0.16%	157,722	$5.0M
14	Alteri Wealth LLC	0.15%	17,273	$549K
15	Strategic Blueprint, LLC	0.15%	94,465	$3.0M
16	Revisor Wealth Management LLC	0.12%	16,209	$515K
17	Balboa Wealth Partners	0.09%	21,177	$673K
18	Paragon Private Wealth Management, LLC	0.08%	9,817	$312K
19	Advyzon Investment Management, LLC	0.08%	33,145	$1.1M
20	Faithward Advisors, LLC	0.07%	18,323	$582K
21	CreativeOne Wealth, LLC	0.07%	97,345	$3.1M
22	TRUE Private Wealth Advisors	0.06%	21,922	$697K
23	Koshinski Asset Management, Inc.	0.06%	34,075	$1.1M
24	CoreCap Advisors, LLC	0.05%	50,079	$1.6M
25	Ignite Planners, LLC	0.04%	8,821	$280K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Zacks Trust (GROZ)

What does the Smart Money Trend signal show for GROZ?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added GROZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GROZ?

More buyers than sellers — 73% buying: Last quarter: 40 funds were net buyers (13 opened a brand new position + 27 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GROZ holders?

Smaller funds dominant — 5% AUM from top-100: 3 of 51 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GROZ?

Mostly new holders — 49% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Zacks Trust (GROZ)

Smart Money Signals — GROZ

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +132% more funds vs a year ago

More buyers than sellers — 73% buying

Steady new buyers — ~13 new funds per quarter

Mostly new holders — 49% entered in last year

Value +52% but shares only +32% — price-driven

Steady discovery — ~13 new funds/quarter

Early stage — 71% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — GROZ

Hedge Fund Ownership: GROZ

Market Analysis: GROZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: GROZ

Hedge Fund Positioning: GROZ

Statistics: GROZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Zacks Trust (GROZ)

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