HOMZ institutional holders
ETF SER SOLUTIONS · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 252,781 |
| Reported value | $12.1m |
| Quarter flows | 2 new, 6 added, 4 trimmed, 1 exited |
Top 18 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Pettee Investors, Inc. | 153,817 | $7.3m | 3.6% |
| Hoya Capital Real Estate, LLC | 47,873 | $2.3m | 33.6% |
| GOLDMAN SACHS GROUP INC | 14,423 | $689,131 | 0.0% |
| Cetera Investment Advisers | 7,284 | $348,030 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,278 | $347,743 | 0.0% |
| Zhang Financial LLC | 5,738 | $274,183 | 0.0% |
| Concurrent Investment Advisors, LLC | 5,236 | $250,176 | 0.0% |
| Concorde Asset Management, LLC | 4,500 | $215,010 | 0.1% |
| US BANCORP \DE\ | 4,300 | $205,454 | 0.0% |
| Jackson, Grant Investment Advisers, Inc. | 1,022 | $48,831 | 0.0% |
| Integrated Wealth Concepts LLC | 659 | $31,488 | 0.0% |
| UBS Group AG | 285 | $13,617 | 0.0% |
| St. Johns Investment Management Company, LLC | 135 | $6,450 | 0.0% |
| SIGNATUREFD, LLC | 135 | $6,448 | 0.0% |
| Aptus Capital Advisors, LLC | 90 | $4,300 | 0.0% |
| Farther Finance Advisors, LLC | 5 | $239 | 0.0% |
| MORGAN STANLEY | 1 | $52 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | $13 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("HOMZ"). HOMZ price history · All 13F data