Who owns HOMZ?
The Hoya Capital Housing ETF · Hoya
18 institutions reported holding HOMZ, worth $12.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HOMZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Pettee Investors, Inc. | Rowayton, CT | $7.3M | 153,817 | No change |
| Hoya Capital Real Estate, LLC | Rowayton, CT | $2.3M | 47,873 | +830 shares |
| Goldman Sachs Group Inc. | New York, NY | $689K | 14,423 | −35 shares |
| Cetera Investment Advisers | Schaumburg, IL | $348K | 7,284 | +136 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $348K | 7,278 | +581 shares |
| Zhang Financial LLC | Portage, MI | $274K | 5,738 | +37 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $250K | 5,236 | −1,101 shares |
| Concorde Asset Management, LLC | Ann Arbor, MI | $215K | 4,500 | New position |
| US Bancorp | Minneapolis, MN | $205K | 4,300 | No change |
| Jackson, Grant Investment Advisers, Inc. | Stamford, CT | $49K | 1,022 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HOMZ?
18 institutional managers reported holding HOMZ in Form 13F filings for June 30, 2026, worth $12.1M in total. The largest reported position was held by Pettee Investors, Inc., at $7.3M.
Did institutions buy or sell HOMZ last quarter?
Reported 13F value rose 9.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HOMZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.