GROZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 74.05K | New | $2.35M | 0.0% | New | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 44.22K | -69.5% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Truist Financial Corp | 32.48K | -75.7% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 14.43K | New | $458,681 | 0.0% | New | 1 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 11.82K | +7.2% | $375,767 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Creative Planning | 10.10K | -10.1% | $320,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $2.35M | 0.0% |
| Mml Investors Services, Llc | $458,681 | 0.0% |
Exited
| Goldman Sachs Group | $2.39M | was 0.0% |
| Susquehanna International… | $454,354 | was 0.0% |
| Pnc Financial Services Group… | $143,018 | was 0.0% |
| Assetmark, Inc | $634 | was 0.0% |
| Northwestern Mutual Wealth… | $358 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 1.86M shares, $50.85M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.