CCM Affordable Housing MBS ETF (OWNS) Institutional Ownership $17.01 -0.05 (-0.29%) As of 07/11/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy 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 CompanyDetails5/16/2025Tolleson Wealth Management Inc.70,676$1.22M0.2%+1.3%0.889% 5/16/2025Integrated Wealth Concepts LLC14,197$243K0.0%N/A0.179% 5/13/2025Ethic Inc.72,787$1.25M0.0%+12.6%0.916% 2/17/2025Tolleson 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% 5/11/2023PFG 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), Ethic Inc. ($1.25M), and Tolleson Wealth Management Inc. ($1.22M), and Integrated Wealth Concepts LLC ($243K).Learn more on CCM Affordable Housing MBS ETF's institutional investors. Which institutional investors have been buying CCM Affordable Housing MBS ETF's stock? The following institutional investors have purchased CCM Affordable Housing MBS ETF's 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 41,497 shares in the last 24 months. This purchase volume represents approximately $706.92K in transactions. 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