ZACKS TRUST (GROZ)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders45of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.92x

62th percentile

35 buying12 selling

+10

New

-4

Closed

+576K

Net shares

Ownership Concentration

Top 5: 42.9%Top 10: 68.1%

CreativeOne Wealth,12.1%

GeoWealth Management,8.8%

ENVESTNET ASSET MANAGEMENT7.8%

TRUIST FINANCIAL7.2%

Arete Wealth Advisors,7.0%

Others (40)57.1%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.15%Avg weight: 0.62%Max: 3.09%High conviction (>1%): 3

CreativeOne Wealth,

GeoWealth Management,

ENVESTNET ASSET MANAGEMENT

TRUIST FINANCIAL

Arete Wealth Advisors,

Prosperity Financial Group,

CONTINENTAL INVESTORS SERVICES,

GOLDMAN SACHS GROUP

Strive Financial Group ,LLC

Strategic Blueprint,

Crowding AnalysisCrowded

Holders45of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.92x

62th percentile

35 buying12 selling

+10

New

-4

Closed

+576K

Net shares

Ownership Concentration

Top 5: 42.9%Top 10: 68.1%

CreativeOne Wealth,12.1%

GeoWealth Management,8.8%

ENVESTNET ASSET MANAGEMENT7.8%

TRUIST FINANCIAL7.2%

Arete Wealth Advisors,7.0%

Others (40)57.1%

Crowding AnalysisCrowded

Holders45of 5,944

Avg: 68

Uncrowded81th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.92x

62th percentile

35 buying12 selling

+10

New

-4

Closed

+576K

Net shares

Ownership Concentration

Top 5: 42.9%Top 10: 68.1%

CreativeOne Wealth,12.1%

GeoWealth Management,8.8%

ENVESTNET ASSET MANAGEMENT7.8%

TRUIST FINANCIAL7.2%

Arete Wealth Advisors,7.0%

Others (40)57.1%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position