CCM Affordable Housing MBS ETF (OWNS) Institutional Ownership $17.08 -0.08 (-0.47%) As of 05/2/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for CCM Affordable Housing MBS ETF (NYSEARCA:OWNS)Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$308.70KNumber ofInstitutional Sellers(last 12 months)0 Get OWNS Insider Trade Alerts Want to know when executives and insiders are buying or selling CCM Affordable Housing MBS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OWNS Institutional Buying and Selling by Quarter CCM Affordable Housing MBS ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025Tolleson Wealth Management Inc.69,789$1.18M0.2%+35.5%0.997% 2/1/2024RWA Wealth Partners LLC185,505$3.20M0.0%+4.5%2.832% 11/13/2023LPL Financial LLC503,448$8.18M0.0%+16.9%7.686% 11/13/2023WCG Wealth Advisors LLC232,858$3.79M0.3%+4.9%3.555% 10/11/2023Adviser Investments LLC177,528$2.89M0.1%-0.7%2.710% 8/4/2023Adviser Investments LLC178,722$3.06M0.1%+8.0%2.729% 7/31/2023LPL Financial LLC430,739$7.37M0.0%-8.8%6.576% 5/11/2023 PFG Investments LLC10,671$185K0.0%N/A0.176% 5/10/2023LPL Financial LLC472,398$8.19M0.0%+11.7%7.808% 4/26/2023Adviser Investments LLC165,554$2.87M0.1%+2.6%2.736% 2/7/2023LPL Financial LLC422,869$7.22M0.0%+34.2%7.048% 1/19/2023Adviser Investments LLC161,392$2.83M0.1%+22.7%2.690% 10/14/2022Adviser Investments LLC131,587$2.22M0.2%N/A2.392% 1/24/2022National Bank of Canada FI1,700$33K0.0%N/A0.033% (Data available from 1/1/2016 forward) OWNS Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OWNS shares? During the previous two years, the following institutional investors and hedge funds held shares of CCM Affordable Housing MBS ETF shares: LPL Financial LLC ($8.18M), WCG Wealth Advisors LLC ($3.79M), RWA Wealth Partners LLC ($3.20M), Adviser Investments LLC ($2.89M), and Tolleson Wealth Management Inc. ($1.18M), PFG Investments LLC ($185K).Learn more on OWNS's institutional investors. Which institutional investors have been buying CCM Affordable Housing MBS ETF stock? The following institutional investors have purchased CCM Affordable Housing MBS ETF stock in the last 24 months: LPL Financial LLC ($122.24K), Tolleson Wealth Management Inc. ($18.28K), Adviser Investments LLC ($13.17K), WCG Wealth Advisors LLC ($10.78K), PFG Investments LLC ($10.67K), and RWA Wealth Partners LLC ($7.98K). How much institutional buying is happening at CCM Affordable Housing MBS ETF? Institutional investors have bought a total of 183,108 shares in the last 24 months. This purchase volume represents approximately $3.07M in transactions. Which CCM Affordable Housing MBS ETF major shareholders have been selling company stock? The following institutional investors have sold CCM Affordable Housing MBS ETF stock in the last 24 months: LPL Financial LLC ($41.66K), and Adviser Investments LLC ($1.19K). How much institutional selling is happening at CCM Affordable Housing MBS ETF? Institutional investors have sold a total of 42,853 shares in the last 24 months. This volume of shares sold represents approximately $731.78K in transactions. 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