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CCM Affordable Hous MBS ETF (OWNS)

CUSIP: 74741A106 | NYSE | 56 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Orgel Wealth Management, LLC295,850
0.1% of portfolio›$4.8M
Skyline Advisors, Inc.76,380
0.4% of portfolio›$1.2M
Riverwater Partners LLC70,188
0.3% of portfolio›$1.1M
Atria Investments, Inc39,251
0.0% of portfolio›$639.0K
RFG Advisory, LLC38,045
0.0% of portfolio›$619.4K
First Heartland Consultants, Inc.25,816
0.0% of portfolio›$420.3K
First Affirmative Financial Network21,988
0.1% of portfolio›$358.0K
EverSource Wealth Advisors, LLC7,806
0.0% of portfolio›$127.1K
First Pacific Financial5,727
0.0% of portfolio›$93.2K
Farther Finance Advisors, LLC657
0.0% of portfolio›$10.7K
StyleTurnoverLocationFiled
Orgel Wealth Management, LLC
295,850$4.8M0.1%ETFMediumAltoona, WI2026-10-14
Skyline Advisors, Inc.
76,380$1.2M0.4%ETFMediumBellingham, WA2026-11-03
Riverwater Partners LLC
70,188$1.1M0.3%ValueMediumMilwaukee, WI2026-11-03
Atria Investments, Inc
39,251$639.0K0.0%CoreMediumCharlotte, NC2026-10-15
RFG Advisory, LLC
38,045$619.4K0.0%ETFMediumBirmingham, AL2026-11-03
First Heartland Consultants, Inc.
25,816$420.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
First Affirmative Financial Network
21,988$358.0K0.1%CoreN/AColorado Springs, CO2026-10-21
EverSource Wealth Advisors, LLC
7,806$127.1K0.0%CoreMediumBirmingham, AL2026-11-04
First Pacific Financial
5,727$93.2K0.0%ETFLowVancouver, WA2026-10-14
Farther Finance Advisors, LLC
657$10.7K0.0%IndexLowSan Francisco, CA2026-10-08