OWNS

CCM Affordable Hous MBS ETF
UnclassifiedUSCUSIP 74741A106◍ Confluence graph
Tracked 13F Holders
9
-2 QoQ
13F Value (tracked)
$15.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 0 trimming
Insider net (180d)$0
Price history not yet available for OWNS.
Build

Use OWNS data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns OWNS

This stock page is the Follow view. The Build view lets your agent query OWNS owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OWNS"
Ask your agent
Use Arkolith to show who owns OWNS,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

9 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1OneAscent Financial Services LLC
$8.7M
503K
+21%
Added · +86K sh
Q1 2026
2Orgel Wealth Management, LLC
$5.0M
286K
−0.5%
Reduced · −1K sh
Q1 2026
3RFG Advisory, LLC
$463K
27K
+20%
Added · +4K sh
Q1 2026
4Integrated Wealth Concepts LLC
$382K
22K
+37%
Added · +6K sh
Q1 2026
5Merit Financial Group, LLC
$332K
19K
+11%
Added · +2K sh
Q1 2026
6Atria Investments, Inc
$329K
19K
+9.6%
Added · +2K sh
Q1 2026
7NewEdge Advisors, LLC
$68K
4K
+1.1%
Added · +45 sh
Q1 2026
8Smartleaf Asset Management LLC
$29K
2K
New
+2K sh
Q1 2026
9Blue Trust, Inc.
$607
35
New
+35 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
4
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

15 funds+4 since Q1 2024
0917Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $40.9M

Funds that own OWNS also own

CompanyCo-held byCombined value
APPLE INCAAPL12 funds$2.0B
ISHARES CORE S&P 500 ETFIVV12 funds$1.9B
VANGUARD GROWTH ETFVUG12 funds$1.7B
ISHARES MSCI USA QUALITY FACQUAL12 funds$1.6B
ISHARES CORE U.S. AGGREGATEAGG12 funds$1.4B
MICROSOFT CORPMSFT12 funds$1.4B
VANGUARD VALUE ETFVTV12 funds$1.3B
VANGUARD S&P 500 ETFVOO12 funds$1.2B
AMAZON.COM INCAMZN12 funds$944.7M
SS SPDR S&P 500 ETF TRUST-USSPY12 funds$834.5M
ALPHABET INC-CL AGOOGL12 funds$824.8M
JPMORGAN CHASE & COJPM12 funds$787.4M

Ranked by how many of OWNS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OWNS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.