CCM Affordable Housing MBS ETF (OWNS) Institutional Ownership $17.01 +0.05 (+0.30%) As of 01:03 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. 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)3TotalInstitutional Inflows(last 12 months)$706.92KNumber 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 CompanyDetails5/16/2025 Tolleson Wealth Management Inc.70,676$1.22M0.2%+1.3%0.889% 5/16/2025 Integrated Wealth Concepts LLC14,197$243K0.0%N/A0.179% 5/13/2025 Ethic Inc.72,787$1.25M0.0%+12.6%0.916% 2/17/2025 Tolleson Wealth Management Inc.69,789$1.18M0.2%+35.5%0.997% 2/1/2024 RWA Wealth Partners LLC185,505$3.20M0.0%+4.5%2.832% 11/13/2023 LPL Financial LLC503,448$8.18M0.0%+16.9%7.686% 11/13/2023 WCG Wealth Advisors LLC232,858$3.79M0.3%+4.9%3.555% 10/11/2023 Adviser Investments LLC177,528$2.89M0.1%-0.7%2.710% 8/4/2023 Adviser Investments LLC178,722$3.06M0.1%+8.0%2.729% 7/31/2023 LPL Financial LLC430,739$7.37M0.0%-8.8%6.576% 5/11/2023 PFG Investments LLC10,671$185K0.0%N/A0.176% 5/10/2023 LPL Financial LLC472,398$8.19M0.0%+11.7%7.808% 4/26/2023 Adviser Investments LLC165,554$2.87M0.1%+2.6%2.736% 2/7/2023 LPL Financial LLC422,869$7.22M0.0%+34.2%7.048% 1/19/2023 Adviser Investments LLC161,392$2.83M0.1%+22.7%2.690% 10/14/2022 Adviser Investments LLC131,587$2.22M0.2%N/A2.392% 1/24/2022 National 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), Ethic Inc. ($1.25M), and Tolleson Wealth Management Inc. ($1.22M), and Integrated Wealth Concepts LLC ($243K).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 ($72.71K), Tolleson Wealth Management Inc. ($19.16K), Integrated Wealth Concepts LLC ($14.20K), Adviser Investments LLC ($13.17K), WCG Wealth Advisors LLC ($10.78K), Ethic Inc. ($8.14K), 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 146,128 shares in the last 24 months. This purchase volume represents approximately $2.43M 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. Related Companies FlexShares Disciplined Duration MBS Index Fund Institutional Ownership WisdomTree Mortgage Plus Bond Fund Institutional Ownership iShares GNMA Bond ETF Institutional Ownership Simplify MBS ETF Institutional Ownership First Trust Low Duration Opportunities ETF Institutional Ownership Schwab Mortgage-Backed Securities ETF Institutional Ownership Janus Henderson Mortgage-Backed Securities ETF Institutional Ownership SPDR Portfolio Mortgage Backed Bond ETF Institutional Ownership Vanguard Mortgage-Backed Securities ETF Institutional Ownership iShares MBS ETF Institutional Ownership This page (NYSEARCA:OWNS) was last updated on 5/30/2025 by MarketBeat.com Staff From Our PartnersJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. 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