CCM AFFORDABLE HOUS MBS ETF (OWNS) Institutional Ownership Changes & 13F Activity
CCM AFFORDABLE HOUS MBS ETF (OWNS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Lpl Financial Llc, Oneascent Wealth Management Llc, Natural Investments, Llc, and Oneascent Financial Services Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +5,705 | +25.9% | 27,738 | $479.18K | Q2 2026 | Sep 09, 2026 |
| Jane Street Group, Llc | Buy | +14,507 | — | 14,507 | $250.61K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6,154 | — | 6,154 | $106.00K | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners Llc | Buy | +869 | +1.3% | 65,945 | $1.14M | Q2 2026 | Aug 14, 2026 |
| New England Asset Management Inc | Buy | +300 | — | 300 | $5.18K | Q2 2026 | Aug 14, 2026 |
| Newedge Advisors, Llc | Buy | +3,972 | — | 3,972 | $68.62K | Q2 2026 | Aug 12, 2026 |
| Oneascent Wealth Management Llc | Buy | +42,227 | +40.2% | 147,202 | $2.54M | Q2 2026 | Aug 11, 2026 |
| Oneascent Financial Services Llc | Buy | +38,250 | +7.6% | 540,765 | $9.34M | Q2 2026 | Aug 11, 2026 |
| Oneascent Family Office, Llc | Buy | +10,480 | — | 10,480 | $181.04K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +47,770 | +34.9% | 184,699 | $3.19M | Q2 2026 | Aug 07, 2026 |
| Natural Investments, Llc | Buy | +38,657 | +15.1% | 295,066 | $5.10M | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | Buy | +663 | +3.5% | 19,626 | $339.04K | Q2 2026 | Jul 28, 2026 |
| Mason & Associates Inc | Buy | +17,334 | +129.5% | 30,716 | $530.62K | Q2 2026 | Jul 23, 2026 |
| Pfg Investments, Llc | Buy | +8,416 | +30.5% | 36,005 | $621.99K | Q2 2026 | Jul 23, 2026 |
| Skyline Advisors, Inc. | Buy | +24,353 | +39.3% | 86,279 | $1.49M | Q2 2026 | Jul 20, 2026 |
| First Pacific Financial | Buy | +5,727 | — | 5,727 | $98.93K | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, Llc | Buy | +2,475 | +12.9% | 21,645 | $373.92K | Q2 2026 | Jul 20, 2026 |
| True Blue Financial, Llc | Buy | +3,281 | +7.2% | 48,914 | $844.99K | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, Llc | Buy | +651 | — | 651 | $11.24K | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +22,090 | — | 22,090 | $379.28K | Q2 2026 | Jul 15, 2026 |
| Rfg Advisory, Llc | Buy | +5,177 | +19.4% | 31,850 | $550.21K | Q2 2026 | Jul 15, 2026 |
| Midway Capital Research & Management | Buy | +288 | +24.9% | 1,443 | $24.93K | Q2 2026 | Jul 14, 2026 |
| Orgel Wealth Management, Llc | Buy | +8,482 | +3.0% | 294,906 | $5.09M | Q2 2026 | Jul 13, 2026 |
| Western Wealth Management, Llc | Sell | -2,758 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Goldman Sachs Group Inc | Sell | -63,140 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Investor'S Fiduciary Advisor Network, Llc | Sell | -20,998 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| First Affirmative Financial Network | Sell | -19,655 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Ubs Group Ag | Sell | -1,769 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Compton Financial Group, Llc | Sell | -10,966 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | Sell | -35 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 20, 2026 |
Frequently asked questions about OWNS activity
Which institutional owners are buying OWNS?
Institutional owners buying OWNS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OWNS activity?
"Buy" means an investor increased their reported position in OWNS compared to the prior reporting period. This reflects growing exposure to CCM AFFORDABLE HOUS MBS ETF (OWNS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OWNS increasing?
Institutional interest in OWNS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.