# CROSSMARK ETF TRUST (CLCG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CLCG/

- Reporting holders: 10
- Reported value: $17.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bare Financial Services, Inc](https://holderbook.com/funds/2009426-bare-financial-services-inc/) | $13.5M | 466,901 | 3.1% | 4 |
| [OneAscent Financial Services LLC](https://holderbook.com/funds/1780985-oneascent-financial-services-llc/) | $1.2M | 42,445 | 0.1% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $826.6K | 28,547 | 0.0% | 1 |
| [Range Financial Group LLC](https://holderbook.com/funds/1928635-range-financial-group-llc/) | $661.5K | 22,844 | 0.2% | 3 |
| [OneAscent Wealth Management LLC](https://holderbook.com/funds/1844707-oneascent-wealth-management-llc/) | $616.8K | 21,300 | 0.2% | 4 |
| [Valmark Advisers, Inc.](https://holderbook.com/funds/1380443-valmark-advisers-inc/) | $366.2K | 12,645 | 0.0% | 1 |
| [PAX Financial Group, LLC](https://holderbook.com/funds/1803673-pax-financial-group-llc/) | $349.4K | 12,066 | 0.1% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $119.6K | 4,129 | 0.0% | 3 |
| [Keating Financial Advisory Services, Inc.](https://holderbook.com/funds/2103443-keating-financial-advisory-services-inc/) | $22.1K | 762 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $12.9K | 447 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $17.7M |
| Q1 2026 | 6 | $13.6M |
| Q4 2025 | 6 | $13.5M |
| Q3 2025 | 2 | $10.0M |