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-Q2 13F filings (latest filed 2026-08-17). 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
15 tracked funds added or opened GROZ while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, Strive Financial Group ,LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp 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 2026-Q1 and 2026-Q2, across 47 tracked filers holding GROZ, 36 increased or opened the position and 18 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 2026-Q1 and 2026-Q2 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 4
- FOCUSED ALPHA, LLC$9M
- LPL Financial LLC$2M
- GK Wealth Management LLC$695K
- Vantus Wealth LLC$637K
Full exits 2
- GOLDMAN SACHS GROUP INC$2M
- Wayfinding Financial, LLC$670K
Largest adds
- Strive Financial Group ,LLC$9M
- GeoWealth Management, LLC$4M
- CONTINENTAL INVESTORS SERVICES, INC.$3M
- Advisory Services Network, LLC$2M
- Arete Wealth Advisors, LLC$1M
- Strategic Blueprint, LLC$1M
Largest trims
- CreativeOne Wealth, LLC$3M
- TRUIST FINANCIAL CORP$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Vise Technologies, Inc.$369K
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 |
|---|---|---|---|---|
| Strive Financial Group ,LLC added | 345,021 | $11M | 13.1% | 2026-Q2 |
| FOCUSED ALPHA, LLC new | 298,078 | $9M | 11.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 283,850 | $9M | 10.8% | 2026-Q2 |
| CONTINENTAL INVESTORS SERVICES, INC. added | 175,207 | $6M | 7.0% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 157,722 | $5M | 6.0% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 130,667 | $4M | 5.0% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 97,345 | $3M | 3.7% | 2026-Q2 |
| Strategic Blueprint, LLC added | 94,465 | $3M | 3.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 80,332 | $3M | 3.1% | 2026-Q2 |
| LPL Financial LLC new | 74,049 | $2M | 2.8% | 2026-Q2 |
| M1 Capital Management LLC added | 63,070 | $2M | 2.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 50,079 | $2M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 44,215 | $1M | 1.7% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 41,966 | $1M | 1.6% | 2026-Q2 |
| Axim Planning & Wealth added | 34,897 | $1M | 1.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 34,075 | $1M | 1.3% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 33,145 | $1M | 1.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 33,130 | $1M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 32,485 | $1M | 1.2% | 2026-Q2 |
| Hardworking Capital Advisors, LLC added | 23,441 | $745K | 0.9% | 2026-Q2 |
| EJMK Ventures LLC added | 22,952 | $729K | 0.9% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 21,922 | $697K | 0.8% | 2026-Q2 |
| GK Wealth Management LLC added | 21,875 | $695K | 0.8% | 2026-Q2 |
| Balboa Wealth Partners added | 21,177 | $673K | 0.8% | 2026-Q2 |
| Navigation Wealth Management, Inc. added | 20,678 | $657K | 0.8% | 2026-Q2 |
| Vantus Wealth LLC added | 20,032 | $637K | 0.8% | 2026-Q2 |
| Faithward Advisors, LLC added | 18,323 | $582K | 0.7% | 2026-Q2 |
| Alteri Wealth LLC added | 17,273 | $549K | 0.7% | 2026-Q2 |
| Revisor Wealth Management LLC added | 16,209 | $515K | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 14,433 | $459K | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 12,367 | $393K | 0.5% | 2026-Q2 |
| Rothschild Wealth LLC new | 11,028 | $350K | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 10,095 | $321K | 0.4% | 2026-Q2 |
| Paragon Private Wealth Management, LLC added | 9,817 | $312K | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 9,400 | $299K | 0.4% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 9,301 | $296K | 0.4% | 2026-Q2 |
| Ignite Planners, LLC new | 8,821 | $280K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 8,343 | $265K | 0.3% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 2,406 | $76K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,922 | $61K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 1,324 | $42K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 825 | $26K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 236 | $8K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 149 | $5K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 116 | $4K | 0.0% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. new | 43 | $1K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 24 | $763 | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 86,759 | $2M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Wayfinding Financial, LLC trimmed | 24,339 | $670K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,482 | $454K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 16,021 | $442K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 11,143 | $307K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 11,034 | $304K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| PNC FINANCIAL SERVICES GROUP, INC. new | 5,188 | $143K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. new | 490 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC new | 23 | $634 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 13 | $358 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 9,382 | $280K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Retirement Wealth Solutions LLC added | 123 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| von Borstel & Associates, Inc. new | 24,850 | $755K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Simplicity Wealth,LLC new | 21,894 | $642K | 0.8% | 2025-Q3 stale (3 quarters behind) |
| Foundations Investment Advisors, LLC new | 7,209 | $211K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP new | 311 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.