Among active 13F managers last quarter, 5 opened and 14 added, while 3 reduced; the largest holder to move was Strive Financial Group ,LLC (+322%).
47 tracked 13F filers disclose a position in GROZ as of the latest SEC 13F filings, a combined $77.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Strive Financial Group ,LLC | 345K | $11.0M | ▲+322% Added · +263K sh | Q2 2026 | |
| 2 | Focused Alpha, LLC | 298K | $9.5M | ▲New +298K sh | Q2 2026 | |
| 3 | GeoWealth Management, LLC | 284K | $9.0M | ▲+73% Added · +119K sh | Q2 2026 | |
| 4 | Continental Investors Services, Inc. | 175K | $5.8M | ▲+70% Added · +72K sh | Q2 2026 | |
| 5 | Arete Wealth Advisors, LLC | 158K | $5.0M | ▲+21% Added · +27K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 145K | $4.0M | ▲+812% Added · +129K sh | Q1 2026 | |
| 7 | Truist Financial Corp | 134K | $3.7M | ▲New +134K sh | Q1 2026 | |
| 8 | Prosperity Financial Group, Inc. | 131K | $4.2M | ▲+2.2% Added · +3K sh | Q2 2026 | |
| 9 | CreativeOne Wealth, LLC | 97K | $3.1M | ▼−57% Reduced · −128K sh | Q2 2026 | |
| 10 | Strategic Blueprint, LLC | 94K | $3.0M | ▲+32% Added · +23K sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 87K | $2.4M | ▲New +87K sh | Q1 2026 | |
| 12 | M1 Capital Management LLC | 63K | $2.0M | ▲+12% Added · +7K sh | Q2 2026 | |
| 13 | CoreCap Advisors, LLC | 46K | $1.3M | ▲+24% Added · +9K sh | Q1 2026 | |
| 14 | Axxcess Wealth Management, LLC | 42K | $1.3M | ▼−14% Reduced · −7K sh | Q2 2026 | |
| 15 | Advisory Services Network, LLC | 34K | $941K | ▲+118% Added · +18K sh | Q1 2026 | |
| 16 | Advyzon Investment Management, LLC | 33K | $1.1M | ▲+27% Added · +7K sh | Q2 2026 | |
| 17 | Sanctuary Advisors, LLC | 33K | $1.1M | ▲+179% Added · +21K sh | Q2 2026 | |
| 18 | Hardworking Capital Advisors, LLC | 23K | $745K | ▲+1.5% Added · +349 sh | Q2 2026 | |
| 19 | EJMK Ventures LLC | 23K | $729K | ▲+5.9% Added · +1K sh | Q2 2026 | |
| 20 | TRUE Private Wealth Advisors | 22K | $697K | ▲+1.3% Added · +278 sh | Q2 2026 | |
| 21 | GK Wealth Management LLC | 22K | $695K | ▲New +22K sh | Q2 2026 | |
| 22 | Balboa Wealth Partners | 21K | $673K | ▲+0.6% Added · +126 sh | Q2 2026 | |
| 23 | Vantus Wealth LLC | 20K | $637K | ▲+52% Added · +7K sh | Q2 2026 | |
| 24 | Faithward Advisors, LLC | 18K | $582K | ▲+43% Added · +6K sh | Q2 2026 | |
| 25 | Alteri Wealth LLC | 17K | $549K | ▲+19% Added · +3K 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, 5 funds opened a new position in GROZ and 14 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 25 funds | $1.7B |
| Microsoft CorpMSFT | 25 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 25 funds | $786.3M |
| Alphabet Inc-CL CGOOG | 25 funds | $556.9M |
| Walmart IncWMT | 25 funds | $439.9M |
| Meta Platforms Inc-Class AMETA | 25 funds | $420.3M |
| Costco Wholesale CorpCOST | 25 funds | $212.5M |
| Home Depot IncHD | 25 funds | $187.6M |
| Mastercard Inc - AMA | 25 funds | $144.6M |
| Apple IncAAPL | 24 funds | $1.8B |
| Vanguard Total Stock MKT ETFVTI | 24 funds | $937.9M |
| Amazon.com IncAMZN | 24 funds | $811.2M |
Ranked by how many of GROZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GROZ.
| Class | 13F holders | Value held |
|---|---|---|
| ZECPmc | 73 funds | $242.9M |
| SMIZmc | 68 funds | $207.7M |
| GROZthis pagemc | 47 funds | $77.7M |
| QUIZmc | 45 funds | $65.4M |
| ZINCINCOME ETF *A* | 1 funds | $1.6M |
| PRIZPREFERRED INCOME *A* | 1 funds | $649K |
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.