Who owns GROZ?
Institutional ownership of GROZ from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
31
13F holders
$49.2M
value, 2026 filers
1.6M
shares disclosed
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of GROZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Strive Financial Group ,LLC | 345,021 | $11.0M | 4.8% | — | +322.3% |
| 2 | Arete Wealth Advisors, LLC | 315,444 | $10.0M | 0.3% | — | +20.9% |
| 3 | FOCUSED ALPHA, LLCNEW | 298,078 | $9.5M | 2.4% | — | new |
| 4 | Strategic Blueprint, LLC | 94,465 | $3.0M | 0.1% | — | +32.3% |
| 5 | Advisory Services Network, LLC | 80,332 | $2.6M | 0.0% | — | +135.2% |
| 6 | LPL Financial LLCNEW | 74,049 | $2.4M | 0.0% | — | new |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 44,215 | $1.4M | 0.0% | — | -69.5% |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | 41,966 | $1.3M | 0.0% | — | -13.6% |
| 9 | Koshinski Asset Management, Inc. | 34,075 | $1.1M | 0.1% | — | +4.3% |
| 10 | Advyzon Investment Management, LLC | 33,145 | $1.1M | 0.1% | — | +26.9% |
| 11 | Sanctuary Advisors, LLC | 33,130 | $1.1M | 0.0% | — | +178.5% |
| 12 | TRUIST FINANCIAL CORP | 32,485 | $1.0M | 0.0% | — | -75.7% |
| 13 | Cambridge Investment Research Advisors, Inc. | 24,066 | $764 | 0.0% | — | +116.0% |
| 14 | TRUE Private Wealth Advisors | 21,922 | $696,668 | 0.1% | — | +1.3% |
| 15 | Balboa Wealth Partners | 21,177 | $673,005 | 0.1% | — | +0.6% |
| 16 | MML INVESTORS SERVICES, LLCNEW | 14,433 | $458,681 | 0.0% | — | new |
| 17 | HighTower Advisors, LLC | 11,824 | $375,767 | 0.0% | — | +7.2% |
| 18 | Creative Planning | 10,095 | $320,814 | 0.0% | — | -10.1% |
| 19 | Vise Technologies, Inc. | 9,400 | $298,732 | 0.0% | — | -58.1% |
| 20 | VICTORY FINANCIAL GROUP, LLC | 9,301 | $295,586 | 0.0% | — | -41.9% |
| 21 | Ignite Planners, LLCNEW | 8,821 | $280,331 | 0.0% | — | new |
| 22 | Concurrent Investment Advisors, LLC | 8,343 | $265,141 | 0.0% | — | +2.8% |
| 23 | Rossby Financial, LCC | 2,406 | $76,463 | 0.0% | — | -0.1% |
| 24 | HARBOUR INVESTMENTS, INC. | 1,922 | $61,081 | 0.0% | — | +147.0% |
| 25 | Arax Advisory Partners | 1,324 | $42,077 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.