Who Owns CCM AFFORDABLE (OWNS)? -- Institutional Holders (2026-06-30)

34 institutions reported holding $56.4M of CCM AFFORDABLE (OWNS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Allianz SE ($21.6M), OneAscent Financial Services LLC ($9.3M), NATURAL INVESTMENTS, LLC ($5.1M), Orgel Wealth Management, LLC ($5.1M), LPL Financial LLC ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Allianz SE$21.6M1.2MHold
2OneAscent Financial Services LLC$9.3M540,765Added
3NATURAL INVESTMENTS, LLC$5.1M295,066Added
4Orgel Wealth Management, LLC$5.1M294,906Added
5LPL Financial LLC$3.2M184,699Added
6OneAscent Wealth Management LLC$2.5M147,202Added
7Tolleson Wealth Management, Inc.$2.0M113,332Hold
8Skyline Advisors, Inc.$1.5M86,279Added
9Riverwater Partners LLC$1.1M65,945Added
10True Blue Financial, LLC$844,98848,914Added
11PFG Investments, LLC$621,99436,005Added
12RFG Advisory, LLC$550,20931,850Added
13Mason & Associates Inc$530,61930,716Added
14Integrated Wealth Concepts LLC$479,18027,738Added
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$379,27822,090New
16Merit Financial Group, LLC$373,92421,645Added
17Atria Investments, Inc$339,04019,626Added
18JANE STREET GROUP, LLC$250,60814,507New
19OneAscent Family Office, LLC$181,03710,480New
20Royal Bank of Canada$106,0006,154New
21First Pacific Financial$98,9345,727New
22NewEdge Advisors, LLC$68,6223,972Added
23EverSource Wealth Advisors, LLC$47,5412,752New
24Smartleaf Asset Management LLC$29,3301,676Hold
25Midway Capital Research & Management$24,9281,443Added

Source: SEC Form 13F filings · as of 2026-06-30