§ EQUITY
USDOWNS
CCM AFFORDABLE HOUS MBS ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
24 increased/new, 0 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Allianz SE | 1.2M | 0.2% | ±0% |
| OneAscent Financial Services LLC | 503K | 0.5% | +21% |
| Orgel Wealth Management, LLC | 286K | 0.1% | −0% |
| LPL Financial LLC | 137K | 0.0% | −87% |
| Tolleson Wealth Management, Inc. | 113K | n/a | +59% |
| OneAscent Wealth Management LLC | 105K | 0.6% | +15% |
◇ AC INTELLIGENCE
Top institutional owners for OWNS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.8% · 23 holders
DEALER / BANK2.2% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OWNS in the last 180 days.