Who Owns Hoya Capital Housing ETF (HOMZ)?Hedge Fund & Institutional Holders
Institutional Holders
15
as of Q4 2025
Total Institutional Value
$2.3500019500045996e+31T
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
HOMZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UBS Group AG | Increased | +327 | +$14.8M |
| St. Johns Investment Management Company, LLC | New Position | +135 | +$6.0M |
| Hoya Capital Real Estate, LLC | New Position | +48K | +$2.2M |
| Concurrent Investment Advisors, LLC | New Position | +13K | +$574K |
| SIGNATUREFD, LLC | New Position | +133 | +$6K |
| WELLS FARGO & COMPANY/MN | Increased | +1 | +$-3K |
| Zhang Financial LLC | Increased | +43 | +$-264.5M |
HOMZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -20K | -$920.9M |
| CIBC Bancorp USA Inc. | Closed Position | -14K | -$640.7M |
| Concorde Asset Management, LLC | Decreased | -2K | -$103.2M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Concorde Asset Management, LLC | 5,200 | $235.0M | 0.09% | Share |
| 2 | US BANCORP \DE\ | 4,300 | $195.0M | 0.23% | Share |
| 3 | Jackson, Grant Investment Advisers, Inc. | 1,022 | $46.0M | 0.02% | Share |
| 4 | UBS Group AG | 332 | $15.0M | 0.00% | Share |
| 5 | St. Johns Investment Management Company, LLC | 135 | $6.0M | 0.00% | Share |
| 6 | Hoya Capital Real Estate, LLC | 48,297 | $2.2M | 35.38% | Share |
| 7 | Concurrent Investment Advisors, LLC | 12,675 | $574K | 0.01% | Share |
| 8 | SIGNATUREFD, LLC | 133 | $6K | 0.00% | Share |
| 9 | Aptus Capital Advisors, LLC | 89 | $0 | 0.00% | Share |
| 10 | Cetera Investment Advisers | 6,603 | $0 | 0.00% | Share |
| 11 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
| 12 | Farther Finance Advisors, LLC | 5 | $0 | 0.00% | Share |
| 13 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 14 | GOLDMAN SACHS GROUP INC | 14,423 | $0 | 0.00% | Share |
| 15 | Zhang Financial LLC | 5,666 | $0 | 0.00% | Share |
HOMZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $499.8M | +2 |
| Q3 2025 | 13 | $3.4B | +0 |
| Q2 2025 | 13 | $3.1B | -6 |
| Q1 2025 | 19 | $5.6B | +3 |
| Q4 2024 | 16 | $262.2B | +2 |
| Q3 2024 | 14 | $505.4B | +4 |
| Q2 2024 | 10 | $254.6B | -2 |
| Q1 2024 | 12 | $253.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 15 institutional investors hold HOMZ (Hoya Capital Housing ETF). The largest holder is Concorde Asset Management, LLC with $235.0M in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own HOMZ?
As of Q4 2025, 15 institutional investors report holding HOMZ (Hoya Capital Housing ETF) in their 13F filings.
Who is the largest institutional holder of HOMZ?
The largest institutional holder of HOMZ is Concorde Asset Management, LLC with $235.0M in shares.
Is institutional ownership of HOMZ increasing or decreasing?
This quarter, 4 institutions opened new positions in HOMZ and 2 closed their positions.