Who owns GROZ
Which tracked institutional funds hold GROZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GROZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened GROZ while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GROZ’s largest tracked holder by dollar value, CreativeOne Wealth, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GROZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 45 tracked filers holding GROZ, 35 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GROZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- TRUIST FINANCIAL CORP$4M
- GOLDMAN SACHS GROUP INC$2M
Full exits 1
- GK Wealth Management LLC$541K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$4M
- GeoWealth Management, LLC$3M
- CONTINENTAL INVESTORS SERVICES, INC.$3M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Advisory Services Network, LLC$474K
Largest trims
- CreativeOne Wealth, LLC$3M
- Arete Wealth Advisors, LLC$559K
- Prosperity Financial Group, Inc.$433K
- EJMK Ventures LLC$411K
- VICTORY FINANCIAL GROUP, LLC$262K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CreativeOne Wealth, LLC trimmed | 224,921 | $6M | 11.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 164,401 | $5M | 8.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 144,821 | $4M | 7.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 133,537 | $4M | 6.7% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 130,508 | $4M | 6.5% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 127,873 | $4M | 6.4% | 2026-Q1 |
| CONTINENTAL INVESTORS SERVICES, INC. added | 103,260 | $3M | 5.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 86,759 | $2M | 4.4% | 2026-Q1 |
| Strive Financial Group ,LLC added | 81,697 | $2M | 4.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 71,381 | $2M | 3.6% | 2026-Q1 |
| M1 Capital Management LLC added | 56,276 | $2M | 2.8% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 48,577 | $1M | 2.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 46,468 | $1M | 2.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 34,150 | $941K | 1.7% | 2026-Q1 |
| Axim Planning & Wealth added | 32,823 | $905K | 1.6% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 32,666 | $900K | 1.6% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 26,124 | $720K | 1.3% | 2026-Q1 |
| Wayfinding Financial, LLC trimmed | 24,339 | $670K | 1.2% | 2026-Q1 |
| Vise Technologies, Inc. | 22,411 | $668K | 1.2% | 2026-Q1 |
| Hardworking Capital Advisors, LLC added | 23,092 | $637K | 1.2% | 2026-Q1 |
| EJMK Ventures LLC trimmed | 21,678 | $598K | 1.1% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 21,644 | $597K | 1.1% | 2026-Q1 |
| Balboa Wealth Partners added | 21,051 | $580K | 1.1% | 2026-Q1 |
| Navigation Wealth Management, Inc. added | 18,203 | $502K | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,482 | $454K | 0.8% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 16,021 | $442K | 0.8% | 2026-Q1 |
| Baer Investment Advisory LLC new | 16,021 | $442K | 0.8% | 2026-Q1 |
| Revisor Wealth Management LLC added | 15,397 | $424K | 0.8% | 2026-Q1 |
| Alteri Wealth LLC added | 14,529 | $401K | 0.7% | 2026-Q1 |
| Faithward Advisors, LLC added | 12,793 | $353K | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 11,895 | $328K | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 11,228 | $310K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 11,143 | $307K | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC new | 11,034 | $304K | 0.6% | 2026-Q1 |
| Paragon Private Wealth Management, LLC added | 9,081 | $250K | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 8,113 | $224K | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 5,188 | $143K | 0.3% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 2,408 | $67K | 0.1% | 2026-Q1 |
| Arax Advisory Partners added | 1,324 | $36K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 778 | $21K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 490 | $14K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 236 | $7K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 24 | $662 | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 23 | $634 | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 13 | $358 | 0.0% | 2026-Q1 |
| von Borstel & Associates, Inc. new | 24,850 | $755K | 1.4% | 2025-Q3 stale |
| Simplicity Wealth,LLC new | 21,894 | $642K | 1.2% | 2025-Q3 stale |
| GK Wealth Management LLC trimmed | 18,150 | $541K | 1.0% | 2025-Q4 stale |
| Vantus Wealth LLC new | 13,217 | $394K | 0.7% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC new | 13,117 | $293K | 0.5% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 9,382 | $280K | 0.5% | 2025-Q4 stale |
| Foundations Investment Advisors, LLC new | 7,209 | $211K | 0.4% | 2025-Q3 stale |
| Allworth Financial LP new | 311 | $9K | 0.0% | 2025-Q3 stale |
| Retirement Wealth Solutions LLC added | 123 | $4K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 1 | $22 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.