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Hoya Capital Housing ETF (HOMZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
US Bancorp \de\
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$175.2K (-$30.3K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$5.5K (-$915)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$5.5K (-$951)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$204 (-$35)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 5,236
Change-5,236 (-100%)
Value$0 (-$250.2K)
Filed 2026-10-16
Pettee Investors, Inc.
N/A
Shares— from 153,817
Change-153,817 (-100%)
Value—
Hoya Capital Real Estate, LLC
N/A
Shares— from 47,873
Change-47,873 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,423
Change-14,423 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,278
Change-7,278 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
UBS Group AG
N/A
Shares— from 285
Change-285 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
US Bancorp \de\
UNCHANGED4,3004,30000%$205.5K$175.2K-$30.3K2026-11-05
Signaturefd, LLC
INCREASED136135+1+1%$6.4K$5.5K-$9152026-10-23
St. Johns Investment Management Company, LLC
UNCHANGED13513500%$6.5K$5.5K-$9512026-10-30
Farther Finance Advisors, LLC
UNCHANGED5500%$239$204-$352026-10-08
Concurrent Investment Advisors, LLC
CLOSED05,236-5,236-100%$250.2K$0-$250.2K2026-10-16
Pettee Investors, Inc.
N/A—153,817-153,817-100%$7.3M———
Hoya Capital Real Estate, LLC
N/A—47,873-47,873-100%$2.3M———
Goldman Sachs Group Inc
N/A—14,423-14,423-100%$689.1K———
Cetera Investment Advisers
N/A—7,284-7,284-100%$348.0K———
Susquehanna International Group, LLP
N/A—7,278-7,278-100%$347.7K———
Zhang Financial LLC
N/A—5,738-5,738-100%$274.2K———
Concorde Asset Management, LLC
N/A—4,500-4,500-100%$215.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,022-1,022-100%$48.8K———
UBS Group AG
N/A—285-285-100%$13.6K———
Aptus Capital Advisors, LLC
N/A—90-90-100%$4.3K———
Morgan Stanley
N/A—1-1-100%$52———
Wells Fargo & Company
N/A—00—$13———
Showing 17 of 17 institutions