CROSSMARK ETF TRUST (CLCG)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
10
Reporting holders
$17.7M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | $13.5M | 466,901 | 3.10% | 4q | +3.9%+$503.2K |
| OneAscent Financial Services LLC | $1.2M | 42,445 | 0.06% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $826.6K | 28,547 | 0.00% | new | NEW |
| Range Financial Group LLC | $661.5K | 22,844 | 0.18% | 3q | +49.8%+$220.0K |
| OneAscent Wealth Management LLC | $616.8K | 21,300 | 0.18% | 4q | -18.8%-$142.9K |
| Valmark Advisers, Inc. | $366.2K | 12,645 | 0.00% | new | NEW |
| PAX Financial Group, LLC | $349.4K | 12,066 | 0.05% | new | NEW |
| OSAIC HOLDINGS, INC. | $119.6K | 4,129 | 0.00% | 3q | -6.9%-$8.9K |
| Keating Financial Advisory Services, Inc. | $22.1K | 762 | 0.00% | new | NEW |
| UBS Group AG | $12.9K | 447 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10 | $17.7M | 612,086 | 5 | 2 | 2 | 0.0% |
| Q1 2026 | 6 | $13.6M | 556,027 | 0 | 6 | 0 | 0.0% |
| Q4 2025 | 6 | $13.5M | 501,659 | 3 | 2 | 0 | 0.0% |
| Q3 2025 | 2 | $10.0M | 370,658 | 2 | 0 | 0 | 0.0% |