Who owns OWNS?
CCM Affordable Housing MBS ETF
28 institutions reported holding OWNS, worth $56.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OWNS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allianz SE | Munich, Germany | $21.6M | 1,248,751 | No change |
| OneAscent Financial Services LLC | Birmingham, AL | $9.3M | 540,765 | +38,250 shares |
| Natural Investments, LLC | Windsor, CA | $5.1M | 295,066 | +38,657 shares |
| Orgel Wealth Management, LLC | Altoona, WI | $5.1M | 294,906 | +8,482 shares |
| LPL Financial LLC | Fort Mill, SC | $3.2M | 184,699 | +47,770 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $2.5M | 147,202 | +42,227 shares |
| Tolleson Wealth Management, Inc. | Dallas, TX | $2.0M | 113,332 | New position |
| Skyline Advisors, Inc. | Bellingham, WA | $1.5M | 86,279 | +24,353 shares |
| Riverwater Partners LLC | Milwaukee, WI | $1.1M | 65,945 | +869 shares |
| True Blue Financial, LLC | Stevensville, MI | $845K | 48,914 | +3,281 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OWNS?
28 institutional managers reported holding OWNS in Form 13F filings for June 30, 2026, worth $56.6M in total. The largest reported position was held by Allianz SE, at $21.6M.
Did institutions buy or sell OWNS last quarter?
Reported 13F value rose 11.0% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OWNS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.