13FBOX
ETF SER SOLUTIONS · 13F Institutional Holdings
Options Calculator Rankings
E

ETF SER SOLUTIONS

HOMZ
Institutions
18
Combined AUM (Q2 2026)
$12.2M
Combined Shares (Q2 2026)
256,213
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+160,562
9 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2,113
3 · 0 Exit · ≈
⚖️ Net
+158,449
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$12.2M
Institutions
18
New Buys
3
Adds
6
Reduces
3
Exits
0
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Pettee Investors, Inc.
3.62%#2$7.3M153,817$00+153,817New Buy
Hoya Capital Real Estate, LLC
33.63%37.67%#1$2.3M47,873$2.0M47,043+830+1.76%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#13$689,13114,423$610,10914,458-35-0.24%Reduce
Cetera Investment Advisers
<0.01%<0.01%#9$348,0307,284$301,6367,148+136+1.90%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#15$347,7437,278$282,6056,697+581+8.68%Add
Zhang Financial LLC
0.01%0.01%#5$274,1835,738$240,5735,701+37+0.65%Add
Concurrent Investment Advisors, LLC
<0.01%<0.01%#8$250,1765,236$267,4136,337-1,101-17.37%Reduce
Concorde Asset Management, LLC
0.12%#3$215,0104,500$00+4,500New Buy
US BANCORP \DE\
<0.01%<0.01%#10$205,4544,300$181,4544,30000.00%Unchanged
Global Assets Advisory, LLC
<0.01%<0.01%#6$164,7363,432$54,3293,43200.00%Unchanged
Jackson, Grant Investment Advisers, Inc.
0.02%0.01%#4$48,8311,022$43,1271,02200.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#11$31,488659$00+659New Buy
UBS Group AG
<0.01%<0.01%#17$13,617285$53,2551,262-977-77.42%Reduce
St. Johns Investment Management Company, LLC
<0.01%<0.01%#7$6,450135$5,69713500.00%Unchanged
SIGNATUREFD, LLC
<0.01%<0.01%#12$6,448135$5,657134+1+0.75%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#14$4,30090$3,75689+1+1.12%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#16$2395$211500.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#18$521$68100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow