HOMZ Institutional Ownership & Shareholders
HOYA CAPITAL HOUSING ETF (HOMZ) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pettee Investors, Inc. is currently the largest disclosed institutional shareholder of HOMZ tracked by InsiderSet, reporting ownership valued at approximately $7.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.19M, representing an estimated loss of -15.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed HOMZ value among the investors covered in this analysis. Major shareholders include Pettee Investors, Inc., Hoya Capital Real Estate, Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in HOYA CAPITAL HOUSING ETF (HOMZ).
This page ranks the largest institutional HOMZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$12.05M
Largest Holder
Pettee Investors, Inc.
Largest Position
$7.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pettee Investors, Inc. | 3.62% | 153,817 | $7,349,376 | $6,193,180 | -$1,156,196 | -15.73% | |
| Hoya Capital Real Estate, Llc | 33.63% | 47,873 | $2,287,357 | $1,927,525 | -$359,832 | -15.73% | |
| Goldman Sachs Group Inc | 0.00% | 14,423 | $689,131 | $580,718 | -$108,413 | -15.73% | |
| Cetera Investment Advisers | 0.00% | 7,284 | $348,030 | $293,278 | -$54,752 | -15.73% | |
| Susquehanna International Group, Llp | 0.00% | 7,278 | $347,743 | $293,036 | -$54,707 | -15.73% | |
| Zhang Financial Llc | 0.01% | 5,738 | $274,183 | $231,031 | -$43,152 | -15.74% | |
| Concurrent Investment Advisors, Llc | 0.00% | 5,236 | $250,176 | $210,819 | -$39,357 | -15.73% | |
| Concorde Asset Management, Llc | 0.12% | 4,500 | $215,010 | $181,185 | -$33,825 | -15.73% | |
| Us Bancorp \De\ | 0.00% | 4,300 | $205,454 | $173,132 | -$32,322 | -15.73% | |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | 1,022 | $48,831 | $41,149 | -$7,682 | -15.73% | |
| Ubs Group Ag | 0.00% | 285 | $13,617 | $11,475 | -$2,142 | -15.73% | |
| St. Johns Investment Management Company, Llc | 0.00% | 135 | $6,450 | $5,436 | -$1,014 | -15.73% | |
| Signaturefd, Llc | 0.00% | 135 | $6,448 | $5,436 | -$1,012 | -15.70% | |
| Aptus Capital Advisors, Llc | 0.00% | 90 | $4,300 | $3,624 | -$676 | -15.73% | |
| Farther Finance Advisors, Llc | 0.00% | 5 | $204 | $201 | -$3 | -1.32% | |
| Morgan Stanley | 0.00% | 1 | $52 | $40 | -$12 | -22.57% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $13 | — | — | — |
Frequently asked questions about HOMZ
Who are the largest institutional holders of HOMZ?
The largest institutional holders of HOMZ reported in the latest SEC Form 13F filings include Pettee Investors, Inc., Hoya Capital Real Estate, Llc, Goldman Sachs Group Inc, Cetera Investment Advisers, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported HOMZ position.
What is HOMZ institutional ownership?
This page tracks HOMZ positions reported by institutional investment managers through SEC Form 13F. HOYA CAPITAL HOUSING ETF (HOMZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HOMZ?
InsiderSet currently tracks 17 institutional managers reporting HOMZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HOMZ shareholders.
How much HOMZ stock do institutions own?
Institutional investment managers disclosed approximately $12.05M in HOMZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HOMZ institutional ownership last updated?
The latest HOMZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HOMZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HOMZ position after the reporting date.
Are institutions buying or selling HOMZ?
Institutional buying and selling can be analyzed by comparing HOMZ positions across consecutive 13F reporting periods. InsiderSet's HOMZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HOMZ ownership changes.
How has HOMZ institutional ownership changed over time?
InsiderSet tracks HOMZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.