CCM AFFORDABLE

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OWNS·74741A106·US·ETF·Unknown - Unknown

OWNS (CCM AFFORDABLE) is held by 7 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($2.4M), GOLDMAN SACHS GROUP INC ($1.1M), Integrated Wealth Concepts LLC ($382,049). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (7)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	136,929(-86.9%)	$2.4M	0.0%	+6.87%	0
GOLDMAN SACHS GROUP INC	Increased	63,140(+383.6%)	$1.1M	0.0%	-2.85%	41
IWIntegrated Wealth Concepts LLC	Increased	22,033(+36.6%)	$382,049	0.0%	+1.36%	31
MFMerit Financial Group, LLC	Increased	19,170(+10.8%)	$332,408	0.0%	-0.66%	26
NewEdge Advisors, LLC	Increased	3,931(+1.2%)	$68,166	0.0%	+11.43%	21
UBS Group AG	Increased	1,769(+899.4%)	$30,674	0.0%	-2.98%	22
OSAIC HOLDINGS, INC.	New	265	$4,595	0.0%	-3.10%	23
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$446,906	0.0%	+1.26%	0
RWA WEALTH PARTNERS, LLC	Exited	0(-100.0%)	$226,997	0.0%	+11.58%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer