Question 1

Who owns GROZ?

Accepted Answer

ZACKS TRUST (GROZ) is held by 11 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q1 2026.

Question 2

Are institutions buying or selling GROZ?

Accepted Answer

In Q1 2026, 10 institutions opened or increased positions in ZACKS TRUST while 2 reduced or exited — a net buying quarter.

Question 3

What is the Smart Money Verdict on GROZ?

Accepted Answer

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ZACKS TRUST.

Question 4

How many hedge funds hold GROZ?

Accepted Answer

11 institutional investors report holding ZACKS TRUST (GROZ) as of Q1 2026, based on SEC 13F filings.

Question 5

Is institutional money flowing into GROZ?

Accepted Answer

As of Q1 2026, tracked institutions in ZACKS TRUST show 10 buyers versus 2 sellers — net inflows.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	144,821(+811.8%)	$4M	0.0%	+11.92%	43
TRUIST FINANCIAL CORP	New	133,537	$3.7M	0.0%	+12.16%	37
GOLDMAN SACHS GROUP INC	New	86,759	$2.4M	0.0%	+12.16%	36
AXXCESS WEALTH MANAGEMENT, LLC	Increased	48,577(+338.2%)	$1.3M	0.0%	+15.46%	41
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	16,482(+79.0%)	$454,354	0.0%	+11.20%	37
Sanctuary Advisors, LLC	New	11,895	$327,906	0.0%	+12.16%	33
Creative Planning	Decreased	11,228(-20.9%)	$309,520	0.0%	+40.01%	0
HighTower Advisors, LLC	New	11,034	$304,171	0.0%	+12.16%	32
PNC FINANCIAL SERVICES GROUP, INC.	New	5,188	$143,018	0.0%	+12.16%	31
ASSETMARK, INC	New	23	$634	0.0%	+12.16%	17
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	13	$358	0.0%	+12.16%	17
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$279,584	0.0%	-4.10%	0

ZACKS TRUST

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