OWNS

Ccm Affordable Hous Mbs ETF

-$13.8M

Net Activity

Institutions Holding

24

Popularity Rank

#7818

Avg Weight

0.18%

Total Value

$51.3M

Ownership Trend

24 institutions currently hold OWNS, with 19 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

19

Key Holders

Key Holders

Top 5 by Value

AS
Allianz SE
$21.7M
OF
OneAscent Financial Services LLC
$8.7M
OW
Orgel Wealth Management, LLC
$5.0M
NI
Natural Investments, LLC
$4.4M
LF
LPL Financial LLC
$2.4M

Top 5 by Conviction

NI
Natural Investments, LLC
1.10%
TB
True Blue Financial, LLC
0.62%
OW
OneAscent Wealth Management LLC
0.60%
OF
OneAscent Financial Services LLC
0.47%
RP
Riverwater Partners LLC
0.38%
View all 24 holding institutions

Quarterly Activity

Recent Activity

+$21.1M

Total Buy Value

$26.5M

Total Sell Value

New buy5
Trim4
Add14
Sold out7

19

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CCM AFFORDABLE HOUS MBS ETF (OWNS)?
Major stakeholders currently include Allianz SE ($21.7M), OneAscent Financial Services LLC ($8.7M), Orgel Wealth Management, LLC ($5.0M). Based on the latest 13F filings, there are a total of 24 tracked investment funds and institutions maintaining positions in OWNS.
What is the overall institutional sentiment toward OWNS recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $13.8M, driven by 19 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their OWNS positions?
In the latest period, 4 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $26.5M.
Are there any notable investors adding OWNS to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 14 existing holders added to their shares. The total reported buy value for the quarter amounted to $21.1M.

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