Signals

← Signals

☆GROZ

60 in-universe funds with a nonzero position in GROZ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#17823
Score / z0.000 / -0.02
Consensus15.89 over 40 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 11.0 4.8% 2 +3.6 pp +4.8 pp +4.8 pp +4.8 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 9.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 9.0 0.3% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 5.8 4.5% 5 +1.5 pp +3.6 pp +4.0 pp +4.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 5.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 4.2 1.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.1 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 2.0 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 1.1 1.6% 4 +0.5 pp +0.6 pp +1.1 pp +1.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 0.7 0.9% 1 +0.9 pp +0.2 pp +0.2 pp +0.9 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GROZ). Qtrs Held counts distinct quarters this fund has actually held GROZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GROZ position size. Δ columns are the percentage-point change in GROZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status