Community Capital Management LLC CCM Affordable Housing MBS ETF

Community Capital Management LLC CCM Affordable Housing MBS ETF is a security (CUSIP 74741A106) tracked across SEC portfolio filings. 31 institutional managers reported $72.0M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 31 managers by value.

ManagerLocationValueShares
Allianz Investment Management U.S. LLCMinneapolis, MN$21.7M1,248,751
Allianz SEMunich, 2M$21.7M1,248,751
OneAscent Financial Services LLCBIRMINGHAM, AL$8.7M502,515
Orgel Wealth Management, LLCALTOONA, WI$5.1M294,906
LPL Financial LLCFORT MILL, SC$2.4M136,929
Tolleson Wealth Management, Inc.DALLAS, TX$2.0M113,332
OneAscent Wealth Management LLCBIRMINGHAM, AL$1.8M104,975
Skyline Advisors, Inc.BELLINGHAM, WA$1.5M86,279
Riverwater Partners LLCMilwaukee, WI$1.1M65,076
GOLDMAN SACHS GROUP INCNEW YORK, NY$1.1M63,140
True Blue Financial, LLCSTEVENSVILLE, MI$845K48,914
PFG Investments, LLCWOODBURY, NY$622K36,005
RFG Advisory, LLCBIRMINGHAM, AL$550K31,850
Mason & Associates IncLOS ANGELES, CA$531K30,716
Integrated Wealth Concepts LLCWALTHAM, MA$382K22,033

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