13F Insight
DOSSIER · 13F Holders · Q3 2026
GROZ

ZACKS TRUST

50 institutions still hold ZACKS TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98888G808·50 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$70M
visible holders
Holders
50
filers reporting
Concentration
17.00%
FOCUSED ALPHA, LLC #1
top holder share
AI Holders Summary · Q3 2026

50 institutions reported GROZ in Q3 2026. FOCUSED ALPHA, LLC leads at 17.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FOCUSED ALPHA, LLC
CIK 0002105062
$12M350K2.95%Q3 202602
Strive Financial Group ,LLC
CIK 0002090040
$11M345K4.76%Q2 202603
GeoWealth Management, LLC
CIK 0001593387
$9M284K0.28%Q2 202604
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$6M175K4.55%Q2 202605
Arete Wealth Advisors, LLC
CIK 0001600151
$5M158K0.33%Q2 202606
Prosperity Financial Group, Inc.
CIK 0001991334
$4M131K1.29%Q2 202607
CreativeOne Wealth, LLC
CIK 0001739728
$3M97K0.07%Q2 202608
Strategic Blueprint, LLC
CIK 0001767821
$3M82K0.14%Q3 202609
Advisory Services Network, LLC
CIK 0001573876
$3M80K0.03%Q2 202610
LPL Financial LLC
CIK 0001403438
$2M74K0.00%Q2 202611
M1 Capital Management LLC
CIK 0001976157
$2M63K0.74%Q2 202612
CoreCap Advisors, LLC
CIK 0001902501
$2M52K0.05%Q3 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M44K0.00%Q2 202614
Axim Planning & Wealth
CIK 0001950607
$1M35K1.55%Q2 202615
Koshinski Asset Management, Inc.
CIK 0001633389
$1M34K0.06%Q2 202616
Sanctuary Advisors, LLC
CIK 0001777271
$1M33K0.00%Q2 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$1M32K0.00%Q2 202618
TRUE Private Wealth Advisors
CIK 0001667074
$1M30K0.09%Q3 202619
Ignite Planners, LLC
CIK 0001849348
$978K28K0.13%Q3 202620
Advyzon Investment Management, LLC
CIK 0002011872
$720K26K0.06%Q1 2026
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