Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / FOCUS GROWTH ETF
-
Total 13F shares
-
716,062
-
Share change
-
+148,037
-
Total reported value
-
$18,914,565
-
Price per share
-
$26.49
-
Number of holders
-
22
-
Value change
-
+$3,979,375
-
Number of buys
-
15
-
Number of sells
-
8
Institutional Holders of ZACKS TRUST - FOCUS GROWTH ETF (GROZ) as of Q2 2025
As of 30 Jun 2025,
ZACKS TRUST - FOCUS GROWTH ETF (GROZ) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
716,062 shares.
The largest 10 holders included
CreativeOne Wealth, LLC, Arete Wealth Advisors, LLC, Prosperity Financial Group, Inc., Strategic Blueprint, LLC, TRUE Private Wealth Advisors, M1 Capital Management LLC, Wayfinding Financial, LLC, Creative Planning, GK Wealth Management LLC, and Navigation Wealth Management, Inc..
This page lists
22
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.