Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zacks Trust (GROZ)

45 + Investors. Track Smart Money conviction in GROZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
74%

Smart Money Signals — GROZ

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q
For 5 consecutive quarters, more hedge funds added GROZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
45 hedge funds hold GROZ right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +137% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+137% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

35 buying12 selling
Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 11 → 11 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 58% entered in last year

■ 0% conviction (2yr+) ■ 42% medium ■ 58% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~10 new funds/quarter

12 → 5 → 11 → 11 → 10 new funds/Q
New funds entering each quarter: 5 → 11 → 11 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 89% of holders entered in last year

■ 0% veterans ■ 11% 1-2yr ■ 89% new
Of 45 current holders: 40 (89%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
6 of 45 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GROZ

In 2026 Q1, 35 hedge funds were net buyers of GROZ (10 opened a new position, 25 added to an existing one), while 12 reduced or exited (8 trimmed, 4 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: GROZ

How many hedge funds hold GROZ — quarterly history vs. share price
Quarterly hedge fund ownership of GROZ vs. share price

Market Analysis: GROZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GROZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Zacks Trust (GROZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GROZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
GROZ
nan%
SPY
+13.9%

GROZ outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
GROZ
nan%
SPY
+0.2%

Since the filing became public, GROZ outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: GROZ
45 + Investors

Track Smart Money conviction in GROZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 45 39 15.38%
13F Shares 2M 1M 44.79%
Total Value $51M $38M 32.58%
New Positions 10 11 -1
Increased Positions 25 21 +4
Closed Positions 4 4 -
Reduced Positions 8 5 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GROZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GROZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GROZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Continental Investors Services, INC. 3.09% 103,260 $3.3M
2 Navigation Wealth Management, Inc. 1.81% 18,203 $502K
3 Prosperity Financial Group, Inc. 1.30% 127,873 $3.5M
4 Strive Financial Group ,LLC 1.19% 81,697 $2.3M
5 Axim Planning & Wealth 1.10% 32,823 $905K
6 M1 Capital Management LLC 0.71% 56,276 $1.6M
7 Hardworking Capital Advisors, LLC 0.60% 23,092 $637K
8 EJMK Ventures LLC 0.33% 21,678 $598K
9 Arete Wealth Advisors, LLC 0.27% 130,508 $3.6M
10 GeoWealth Management, LLC 0.16% 164,401 $4.5M
11 CreativeOne Wealth, LLC 0.14% 224,921 $6.2M
12 Alteri Wealth LLC 0.13% 14,529 $401K
13 Revisor Wealth Management LLC 0.12% 15,397 $424K
14 Strategic Blueprint, LLC 0.11% 71,381 $2.0M
15 Balboa Wealth Partners 0.10% 21,051 $580K
16 Paragon Private Wealth Management, LLC 0.08% 9,081 $250K
17 Advyzon Investment Management, LLC 0.06% 26,124 $720K
18 TRUE Private Wealth Advisors 0.06% 21,644 $597K
19 Koshinski Asset Management, Inc. 0.06% 32,666 $900K
20 Victory Financial Group, LLC 0.05% 16,021 $442K
21 Baer Investment Advisory LLC 0.05% 16,021 $442K
22 Faithward Advisors, LLC 0.05% 12,793 $353K
23 CoreCap Advisors, LLC 0.04% 46,468 $1.3M
24 Axxcess Wealth Management, LLC 0.04% 48,577 $1.3M
25 Rossby Financial, LCC 0.01% 2,408 $67K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Zacks Trust (GROZ)

What does the Smart Money Trend signal show for GROZ?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added GROZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for GROZ?

More buyers than sellers — 74% buying: Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 12 were sellers (8 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GROZ holders?

Smaller funds dominant — 14% AUM from top-100: 6 of 45 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GROZ?

Mostly new holders — 58% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Zacks Trust (GROZ) following the 2026 Q1 hedge fund 13F filings?

As of today, GROZ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GROZ has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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