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CCM Affordable Housing MBS ETF (OWNS) Institutional Ownership

$17.32 +0.01 (+0.06%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for CCM Affordable Housing MBS ETF (NYSEARCA:OWNS)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$993.70K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$904.13K
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Skip Chart & View Institutional Buying and Selling Data

OWNS Institutional Buying and Selling by Quarter

CCM Affordable Housing MBS ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2026Integrated Wealth Concepts LLC16,134$282K0.0%-24.1%0.248%
1/21/2026 Flagship Harbor Advisors LLC5,747$100K0.0%N/A0.089%
11/17/2025Integrated Wealth Concepts LLC21,256$370K0.0%+16.0%0.337%
8/13/2025Flow Traders U.S. LLC22,249$381K0.0%N/A0.293%
8/12/2025JPMorgan Chase & Co.3,675$63K0.0%N/A0.048%
7/30/2025 Ethic Inc.25,227$435K0.0%-65.3%0.334%
5/16/2025Tolleson 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%


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: Tolleson Wealth Management Inc. ($1.22M), Ethic Inc. ($435K), Flow Traders U.S. LLC ($381K), Integrated Wealth Concepts LLC ($282K), and Flagship Harbor Advisors LLC ($100K), JPMorgan Chase & Co. ($63K).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: Flow Traders U.S. LLC ($22.25K), Tolleson Wealth Management Inc. ($19.16K), Integrated Wealth Concepts LLC ($17.13K), Ethic Inc. ($8.14K), Flagship Harbor Advisors LLC ($5.75K), and JPMorgan Chase & Co. ($3.68K).

How much institutional buying is happening at CCM Affordable Housing MBS ETF?

Institutional investors have bought a total of 57,827 shares in the last 24 months. This purchase volume represents approximately $993.70K in transactions.

Which of CCM Affordable Housing MBS ETF's major shareholders have been selling company stock?

The following institutional investors have sold CCM Affordable Housing MBS ETF stock in the last 24 months: Ethic Inc. ($47.56K), and Integrated Wealth Concepts LLC ($5.12K).

How much institutional selling is happening at CCM Affordable Housing MBS ETF?

Institutional investors have sold a total of 52,682 shares in the last 24 months. This volume of shares sold represents approximately $904.13K in transactions.


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This page (NYSEARCA:OWNS) was last updated on 5/5/2026 by MarketBeat.com Staff.
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