Among active 13F managers last quarter, 3 added and 1 reduced; the largest holder to move was Zhang Financial LLC (+0.6%).
14 tracked 13F filers disclose a position in HOMZ as of the latest SEC 13F filings, a combined $9.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pettee Investors, Inc. | 154K | $7.3M | —Held | Q2 2026 | |
| 2 | Goldman Sachs Group Inc | 14K | $610K | ▲+0.2% Added · +35 sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | 7K | $302K | ▲+8.3% Added · +545 sh | Q1 2026 | |
| 4 | Susquehanna International Group, LLP | 7K | $283K | ▲New +7K sh | Q1 2026 | |
| 5 | Zhang Financial LLC | 6K | $274K | ▲+0.6% Added · +37 sh | Q2 2026 | |
| 6 | Concurrent Investment Advisors, LLC | 5K | $250K | ▼−17% Reduced · −1K sh | Q2 2026 | |
| 7 | US Bancorp | 4K | $181K | —Held | Q1 2026 | |
| 8 | UBS Group AG | 1K | $53K | ▲+280% Added · +930 sh | Q1 2026 | |
| 9 | Morgan Stanley | 1K | $51K | ▲1k× Added · +1K sh | Q1 2026 | |
| 10 | Jackson, Grant Investment Advisers, Inc. | 1K | $49K | —Held | Q2 2026 | |
| 11 | St. Johns Investment Management Company, LLC | 135 | $6K | —Held | Q2 2026 | |
| 12 | Signaturefd, LLC | 134 | $6K | ▲+0.8% Added · +1 sh | Q1 2026 | |
| 13 | Aptus Capital Advisors, LLC | 90 | $4K | ▲+1.1% Added · +1 sh | Q2 2026 | |
| 14 | Farther Finance Advisors, LLC | 5 | $211 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds added to an existing position in HOMZ, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 8 funds | $1.2B |
| Nvidia CorpNVDA | 8 funds | $1.0B |
| Microsoft CorpMSFT | 8 funds | $694.2M |
| Amazon.com IncAMZN | 8 funds | $541.6M |
| Alphabet Inc-CL AGOOGL | 8 funds | $409.9M |
| Alphabet Inc-CL CGOOG | 8 funds | $389.5M |
| Broadcom IncAVGO | 8 funds | $340.6M |
| JPMorgan Chase & CoJPM | 8 funds | $284.7M |
| Walmart IncWMT | 8 funds | $219.6M |
| Eli Lilly & CoLLY | 8 funds | $192.9M |
| Johnson & JohnsonJNJ | 8 funds | $179.6M |
| Caterpillar IncCAT | 8 funds | $159.0M |
Ranked by how many of HOMZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HOMZ.
| Class | 13F holders | Value held |
|---|---|---|
| QTUMmc | 498 funds | $1.3B |
| UFOXmc | 181 funds | $156.8M |
| JETSmc | 159 funds | $418.4M |
| DSTLmc | 133 funds | $1.4B |
| ACIOmc | 132 funds | $2.8B |
| DRSKmc | 84 funds | $1.8B |
| OSCVcommon | 74 funds | $856.0M |
| PFLDmc | 56 funds | $221.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for HOMZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HOMZ/capital-change-brief"
Use Arkolith's capital_change_brief for HOMZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HOMZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.