C
CCM Affordable Housing MBS
OWNS • ARCA
CCM Affordable Housing MBS is an exchange-traded fund on ARCA. As of Q3 2025, 23 institutional investors hold shares in this ETF, with total holdings valued at $56.3M. Allianz Investment Management U.S. LLC is the largest holder with a position valued at $21.7M.
Overview
Overview of institutional ownership in OWNS as of Q3 2025
All Institutions
- Institutions
- 23
- Value Held
- $56.3M
- Shares Held
- 3.2M
- Avg Position
- $2.4M
- Median Position
- $346.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OWNS as of Q3 2025
| Institution | Position Value |
|---|---|
A Allianz Investment Management U.S. LLC Institution | $21.7M 0.83% of portfolio |
L LPL Financial LLC Institution | $17.1M 0.01% of portfolio |
 Orgel Wealth Management, LLC RIA/Wealth | $4.9M 0.12% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $2.7M 0.03% of portfolio |
O OneAscent Financial Services LLC RIA/Wealth | $2.3M 0.22% of portfolio |
T Tolleson Wealth Management, Inc. Institution | $1.3M 0.20% of portfolio |
O OneAscent Wealth Management LLC RIA/Wealth | $1.2M 0.43% of portfolio |
 Riverwater Partners LLC RIA/Wealth | $1.0M 0.42% of portfolio |
 Skyline Advisors, Inc. RIA/Wealth | $605.6K 0.21% of portfolio |
 First Heartland Consultants, Inc. RIA/Wealth | $598.4K 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OWNS in Q3 2025
- Traded
- −$6.2M
- Buyers
- 14
- Sellers
- 15
- Total Bought
- +$2.8M
- Total Sold
- −$9.0M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$649.2K +37.3K shares |
O OneAscent Wealth Management LLC RIA/Wealth | +$625.9K +36.0K shares |
A ATRIA INVESTMENTS LLC Institution | +$605.2K +34.8K shares |
 VERUS CAPITAL PARTNERS, LLC RIA/Wealth | +$295.1K +17.0K shares |
 Merit Financial Group, LLC RIA/Wealth | +$240.0K +13.8K shares |
Orgel Wealth Management, LLC RIA/Wealth | +$213.7K +12.3K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$51.1K +2.9K shares |
Skyline Advisors, Inc. RIA/Wealth | +$27.1K +1.6K shares |
 RFG Advisory Group, LLC RIA/Wealth | +$24.5K +1.4K shares |
First Heartland Consultants, Inc. RIA/Wealth | +$19.8K +1.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | −$2.3M −130.3K shares |
W WCG Wealth Advisors LLC Institution | −$2.2M −130.9K shares |
 NATURAL INVESTMENTS, LLC RIA/Wealth | −$1.9M −113.0K shares |
 First Affirmative Financial Network RIA/Wealth | −$509.5K −29.3K shares |
E Ethic Inc. RIA/Wealth | −$434.8K −25.2K shares |
 Abacus Wealth Partners, LLC RIA/Wealth | −$432.1K −25.2K shares |
F FLOW TRADERS U.S. LLC Institution | −$381.1K −22.2K shares |
 GOLDMAN SACHS GROUP INC Institution | −$265.0K −15.5K shares |
O OneAscent Family Office, LLC Institution | −$190.6K −11.1K shares |
J JANE STREET GROUP, LLC Institution | −$173.9K −10.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OWNS in Q3 2025
- New Positions
- 2
- New Value
- $247.7K
- Exited Positions
- 10
- Exited Value
- $6.1M
New Positions
| Institution | Position Value |
|---|---|
Merit Financial Group, LLC RIA/Wealth | $240.0K 13.8K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $7.8K 446.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
W WCG Wealth Advisors LLC Institution | $2.2M 130.9K shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | $1.9M 113.0K shares |
E Ethic Inc. RIA/Wealth | $434.8K 25.2K shares |
Abacus Wealth Partners, LLC RIA/Wealth | $432.1K 25.2K shares |
F FLOW TRADERS U.S. LLC Institution | $381.1K 22.2K shares |
GOLDMAN SACHS GROUP INC Institution | $265.0K 15.5K shares |
O OneAscent Family Office, LLC Institution | $190.6K 11.1K shares |
J JANE STREET GROUP, LLC Institution | $173.9K 10.2K shares |
 JPMORGAN CHASE & CO Institution | $63.0K 3.7K shares |
N NATIONAL BANK OF CANADA /FI/ Institution | $17.1K 1.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in OWNS as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OWNS as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A Allianz Investment Management U.S. LLC Institution | 0.83% $21.7M |
O OneAscent Wealth Management LLC RIA/Wealth | 0.43% $1.2M |
Riverwater Partners LLC RIA/Wealth | 0.42% $1.0M |
O OneAscent Financial Services LLC RIA/Wealth | 0.22% $2.3M |
Skyline Advisors, Inc. RIA/Wealth | 0.21% $605.6K |
T Tolleson Wealth Management, Inc. Institution | 0.20% $1.3M |
First Affirmative Financial Network RIA/Wealth | 0.16% $341.8K |
0.13% $346.3K | |
Orgel Wealth Management, LLC RIA/Wealth | 0.12% $4.9M |
First Heartland Consultants, Inc. RIA/Wealth | 0.05% $598.4K |
