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Who owns HOMZWhat HOMZ owns — n/a

Who owns Hoya Capital Housing ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of HOMZ from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 17 institutions disclosed 252,122 shares of Hoya Capital Housing ETF worth $12.0M — about 30.9% of shares outstanding; the largest disclosed holder is Pettee Investors, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

17

13F holders

$12.0M

value, 2026 filers

30.9%

of shares outstanding (252,122 sh)

2

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HOMZ's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Pettee Investors, Inc.NEW153,817$7.3M3.6%18.8%new
2Hoya Capital Real Estate, LLC47,873$2.3M33.6%5.9%+1.8%
3GOLDMAN SACHS GROUP INC14,423$689,1310.0%1.8%-0.2%
4Cetera Investment Advisers7,284$348,0300.0%0.9%+1.9%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP7,278$347,7430.0%0.9%+8.7%
6Zhang Financial LLC5,738$274,1830.0%0.7%+0.6%
7Concurrent Investment Advisors, LLC5,236$250,1760.0%0.6%-17.4%
8Concorde Asset Management, LLCNEW4,500$215,0100.1%0.6%new
9US BANCORP \DE\4,300$205,4540.0%0.5%0.0%
10Jackson, Grant Investment Advisers, Inc.1,022$48,8310.0%0.1%0.0%
11UBS Group AG285$13,6170.0%0%-77.4%
12St. Johns Investment Management Company, LLC135$6,4500.0%0%0.0%
13SIGNATUREFD, LLC135$6,4480.0%0%+0.7%
14Aptus Capital Advisors, LLC90$4,3000.0%0%+1.1%
15Farther Finance Advisors, LLC5$2390.0%0%0.0%
16MORGAN STANLEY1$520.0%0%-99.9%
17WELLS FARGO & COMPANY/MN0$130.0%0%—

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.