35 tracked 13F filers disclose a position in GROZ as of the latest SEC 13F filings, a combined $60.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Strive Financial Group ,LLC | $11.0M | 345K | ▲+322% Added · +263K sh | Q2 2026 | |
| 2 | GeoWealth Management, LLC | $9.0M | 284K | ▲+73% Added · +119K sh | Q2 2026 | |
| 3 | CreativeOne Wealth, LLC | $6.2M | 225K | ▼−25% Reduced · −76K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 145K | ▲+812% Added · +129K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $3.7M | 134K | ▲New +134K sh | Q1 2026 | |
| 6 | Prosperity Financial Group, Inc. | $4.2M | 131K | ▲+2.2% Added · +3K sh | Q2 2026 | |
| 7 | Arete Wealth Advisors, LLC | $3.6M | 131K | ▼−6.4% Reduced · −9K sh | Q1 2026 | |
| 8 | CONTINENTAL INVESTORS SERVICES, INC. | $3.3M | 103K | ▲+314% Added · +78K sh | Q1 2026 | |
| 9 | Strategic Blueprint, LLC | $3.0M | 94K | ▲+32% Added · +23K sh | Q2 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $2.4M | 87K | ▲New +87K sh | Q1 2026 | |
| 11 | CoreCap Advisors, LLC | $1.3M | 46K | ▲+24% Added · +9K sh | Q1 2026 | |
| 12 | AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 42K | ▼−14% Reduced · −7K sh | Q2 2026 | |
| 13 | Advisory Services Network, LLC | $941K | 34K | ▲+118% Added · +18K sh | Q1 2026 | |
| 14 | Hardworking Capital Advisors, LLC | $745K | 23K | ▲+1.5% Added · +349 sh | Q2 2026 | |
| 15 | Vise Technologies, Inc. | $668K | 22K | —Held | Q1 2026 | |
| 16 | TRUE Private Wealth Advisors | $697K | 22K | ▲+1.3% Added · +278 sh | Q2 2026 | |
| 17 | GK Wealth Management LLC | $695K | 22K | ▲New +22K sh | Q2 2026 | |
| 18 | Alteri Wealth LLC | $549K | 17K | ▲+19% Added · +3K sh | Q2 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $454K | 16K | ▲+79% Added · +7K sh | Q1 2026 | |
| 20 | Revisor Wealth Management LLC | $515K | 16K | ▲+5.3% Added · +812 sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | $328K | 12K | ▲New +12K sh | Q1 2026 | |
| 22 | Creative Planning | $310K | 11K | ▼−21% Reduced · −3K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $304K | 11K | ▲New +11K sh | Q1 2026 | |
| 24 | Paragon Private Wealth Management, LLC | $312K | 10K | ▲+8.1% Added · +736 sh | Q2 2026 | |
| 25 | VICTORY FINANCIAL GROUP, LLC | $296K | 9K | ▼−42% Reduced · −7K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in GROZ and 11 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 17 funds | $1.2B |
| NVIDIA CORPNVDA | 17 funds | $1.1B |
| MICROSOFT CORPMSFT | 17 funds | $697.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 17 funds | $657.2M |
| AMAZON.COM INCAMZN | 17 funds | $607.3M |
| ALPHABET INC-CL AGOOGL | 17 funds | $496.5M |
| ALPHABET INC-CL CGOOG | 17 funds | $327.9M |
| WALMART INCWMT | 17 funds | $325.7M |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $272.9M |
| COSTCO WHOLESALE CORPCOST | 17 funds | $137.4M |
| HOME DEPOT INCHD | 17 funds | $128.8M |
| MASTERCARD INC - AMA | 17 funds | $98.5M |
Ranked by how many of GROZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZECPmc | 57 funds | $184.7M |
| SMIZmc | 54 funds | $180.9M |
| GROZthis pagemc | 35 funds | $60.5M |
| QUIZmc | 35 funds | $49.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GROZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GROZ/capital-change-brief"
Use Arkolith's capital_change_brief for GROZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GROZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.