Who owns HOMZ
Which tracked institutional funds hold HOMZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HOMZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on HOMZ is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 1 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HOMZ’s largest tracked holder by dollar value, Pettee Investors, Inc., sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HOMZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 17 tracked filers holding HOMZ, 8 increased or opened the position and 4 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HOMZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest trims
- Concurrent Investment Advisors, LLC$308K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Pettee Investors, Inc. | 153,817 | $7M | 51.4% | 2026-Q1 |
| Hoya Capital Real Estate, LLC trimmed | 47,043 | $2M | 14.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 14,458 | $610K | 4.5% | 2026-Q1 |
| Cetera Investment Advisers added | 7,148 | $302K | 2.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,697 | $283K | 2.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 6,337 | $267K | 2.0% | 2026-Q1 |
| Zhang Financial LLC added | 5,701 | $241K | 1.8% | 2026-Q1 |
| US BANCORP \DE\ | 4,300 | $181K | 1.3% | 2026-Q1 |
| Global Assets Advisory, LLC new | 3,432 | $54K | 0.4% | 2026-Q1 |
| UBS Group AG added | 1,262 | $53K | 0.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,219 | $51K | 0.4% | 2026-Q1 |
| Jackson, Grant Investment Advisers, Inc. | 1,022 | $43K | 0.3% | 2026-Q1 |
| St. Johns Investment Management Company, LLC | 135 | $6K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC added | 134 | $6K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 89 | $4K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 5 | $211 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $5 | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 27,867 | $1M | 9.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 19,576 | $921K | 6.8% | 2025-Q3 stale |
| Concorde Asset Management, LLC trimmed | 5,200 | $236K | 1.8% | 2025-Q4 stale |
| STEEL GROVE CAPITAL ADVISORS, LLC new | 1,321 | $59K | 0.4% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 100 | $5K | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.