RIET Institutional Ownership & Shareholders
HOYA CAPITAL HI DVD YLD ETF (RIET) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Paller Financial Services Inc is currently the largest disclosed institutional shareholder of RIET tracked by InsiderSet, reporting ownership valued at approximately $3.31M 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 $2.82M, representing an estimated loss of -14.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed RIET value among the investors covered in this analysis. Major shareholders include Paller Financial Services Inc, Pettee Investors, Inc., Ethos Financial Group, Llc, and several other long-term asset managers with concentrated positions in HOYA CAPITAL HI DVD YLD ETF (RIET).
This page ranks the largest institutional RIET 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
31
Total Reported Value
$8.10M
Largest Holder
Paller Financial Services Inc
Largest Position
$3.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Paller Financial Services Inc | 2.48% | 339,697 | $3,312,046 | $2,819,485 | -$492,561 | -14.87% | |
| Pettee Investors, Inc. | 0.47% | 97,314 | $948,812 | $807,706 | -$141,106 | -14.87% | |
| Ethos Financial Group, Llc | 0.04% | 62,713 | $611,452 | $520,518 | -$90,934 | -14.87% | |
| Hoya Capital Real Estate, Llc | 7.46% | 52,060 | $507,585 | $432,098 | -$75,487 | -14.87% | |
| Samalin Investment Counsel, Llc | 0.15% | 49,279 | $480,466 | $409,016 | -$71,450 | -14.87% | |
| Two Sigma Investments, Lp | 0.00% | 40,284 | $392,769 | $334,357 | -$58,412 | -14.87% | |
| Rossby Financial, Lcc | 0.06% | 35,073 | $341,962 | $291,106 | -$50,856 | -14.87% | |
| Pacific Wealth Strategies Group, Inc. | 0.14% | 25,592 | $249,522 | $212,414 | -$37,108 | -14.87% | |
| Kestra Advisory Services, Llc | 0.00% | 25,395 | $247,601 | $210,779 | -$36,822 | -14.87% | |
| Sage Investment Counsel Llc | 0.17% | 17,919 | $174,710 | $148,728 | -$25,982 | -14.87% | |
| Stifel Financial Corp | 0.00% | 14,850 | $144,788 | $123,255 | -$21,533 | -14.87% | |
| Pfg Investments, Llc | 0.01% | 13,650 | $133,088 | $113,295 | -$19,793 | -14.87% | |
| Focus Partners Wealth | 0.00% | 12,072 | $117,705 | $100,198 | -$17,507 | -14.87% | |
| Cetera Investment Advisers | 0.00% | 11,687 | $113,950 | $97,002 | -$16,948 | -14.87% | |
| World Investment Advisors | 0.00% | 12,336 | $110,903 | $102,389 | -$8,514 | -7.68% | |
| Roan Capital Partners | 0.06% | 10,039 | $85,632 | $83,324 | -$2,308 | -2.70% | |
| Farther Finance Advisors, Llc | 0.00% | 8,845 | $75,447 | $73,414 | -$2,034 | -2.70% | |
| Triumph Capital Management | 0.00% | 500 | $4,875 | $4,150 | -$725 | -14.87% | |
| Cape Investment Advisory, Inc. | 0.00% | 400 | $3,900 | $3,320 | -$580 | -14.87% | |
| Highline Wealth Partners Llc | 0.00% | 300 | $2,925 | $2,490 | -$435 | -14.87% | |
| Larson Financial Group Llc | 0.00% | 300 | $2,925 | $2,490 | -$435 | -14.87% | |
| Cwm, Llc | 0.00% | 271 | $2,436 | $2,249 | -$187 | -7.66% | |
| Vision Financial Markets Llc | 0.00% | 233 | $2,272 | $1,934 | -$338 | -14.88% | |
| Atlantic Edge Private Wealth Management, Llc | 0.00% | 200 | $1,798 | $1,660 | -$138 | -7.68% | |
| Simplex Trading, Llc | 0.00% | 150 | $1,462 | $1,245 | -$217 | -14.84% | |
| Osaic Holdings, Inc. | 0.00% | 100 | $975 | $830 | -$145 | -14.87% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,090 | $118 | $100,347 | +$100,229 | +84939.83% | |
| Ubs Group Ag | 0.00% | 3 | $29 | $25 | -$4 | -14.14% | |
| Morgan Stanley | 0.00% | 1 | $12 | $8 | -$4 | -30.83% | |
| Russell Investments Group, Ltd. | 0.00% | 1 | $10 | $8 | -$2 | -17.00% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $7 | $8 | +$1 | +18.57% |
Frequently asked questions about RIET
Who are the largest institutional holders of RIET?
The largest institutional holders of RIET reported in the latest SEC Form 13F filings include Paller Financial Services Inc, Pettee Investors, Inc., Ethos Financial Group, Llc, Hoya Capital Real Estate, Llc, and Samalin Investment Counsel, Llc. InsiderSet ranks institutional holders by their latest reported RIET position.
What is RIET institutional ownership?
This page tracks RIET positions reported by institutional investment managers through SEC Form 13F. HOYA CAPITAL HI DVD YLD ETF (RIET) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RIET?
InsiderSet currently tracks 31 institutional managers reporting RIET 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 RIET shareholders.
How much RIET stock do institutions own?
Institutional investment managers disclosed approximately $8.10M in RIET holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RIET institutional ownership last updated?
The latest RIET 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 RIET 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 RIET position after the reporting date.
Are institutions buying or selling RIET?
Institutional buying and selling can be analyzed by comparing RIET positions across consecutive 13F reporting periods. InsiderSet's RIET Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RIET ownership changes.
How has RIET institutional ownership changed over time?
InsiderSet tracks RIET institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.