Who Owns CCM Affordable Housing MBS ETF (OWNS)?Hedge Fund & Institutional Holders
Institutional Holders
28
as of Q4 2025
Total Institutional Value
$2.1000000100000084e+86T
% of Float Held
—
QoQ Change in Holders
+14 / -3
Price History
OWNS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ALLIANZ SE | New Position | +1.2M | +$21.0B |
| Riverwater Partners LLC | New Position | +59K | +$1.0B |
| TrueWealth Financial Partners | New Position | +47K | +$825.0M |
| PFG Investments, LLC | New Position | +22K | +$378.0M |
| Compton Financial Group, LLC | New Position | +11K | +$190.0M |
| FLAGSHIP HARBOR ADVISORS, LLC | New Position | +6K | +$100.0M |
| Skyline Advisors, Inc. | Increased | +4K | +$71.4M |
| OneAscent Financial Services LLC | New Position | +416K | +$7.0M |
| UBS Group AG | New Position | +177 | +$3.0M |
| NATURAL INVESTMENTS, LLC | New Position | +165K | +$2.9M |
| OneAscent Wealth Management LLC | New Position | +91K | +$1.6M |
| TRUE BLUE FINANCIAL, LLC | New Position | +47K | +$828K |
| Investor's Fiduciary Advisor Network, LLC | New Position | +22K | +$377K |
| Merit Financial Group, LLC | New Position | +17K | +$302K |
| JANE STREET GROUP, LLC | New Position | +26K | +$0 |
OWNS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Atria Investments, Inc | Decreased | -141K | -$2.7B |
| First Affirmative Financial Network | Closed Position | -69K | -$1.2B |
| First Heartland Consultants, Inc. | Closed Position | -34K | -$598.4M |
| Integrated Wealth Concepts LLC | Decreased | -5K | -$369.6M |
| Dynamic Advisor Solutions LLC | Closed Position | -10K | -$174.4M |
Top Institutional Holders(Q4 2025)
OWNS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 27 | $24.2B | +13 |
| Q3 2025 | 14 | $28.6B | -13 |
| Q2 2025 | 27 | $49.0B | +1 |
| Q1 2025 | 26 | $50.3B | +2 |
| Q4 2024 | 24 | $56.6B | +5 |
| Q3 2024 | 19 | $19.6T | +0 |
| Q2 2024 | 19 | $5.6T | +2 |
| Q1 2024 | 17 | $4.6T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 28 institutional investors hold OWNS (CCM Affordable Housing MBS ETF). The largest holder is ALLIANZ SE with $21.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own OWNS?
As of Q4 2025, 28 institutional investors report holding OWNS (CCM Affordable Housing MBS ETF) in their 13F filings.
Who is the largest institutional holder of OWNS?
The largest institutional holder of OWNS is ALLIANZ SE with $21.0B in shares.
Is institutional ownership of OWNS increasing or decreasing?
This quarter, 14 institutions opened new positions in OWNS and 3 closed their positions.