# CROSSMARK ETF TRUST (CLCV)

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

- Reporting holders: 10
- Reported value: $4.9M
- 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 |
|---|---|---|---|---|
| [OneAscent Financial Services LLC](https://holderbook.com/funds/1780985-oneascent-financial-services-llc/) | $1.9M | 63,654 | 0.1% | 3 |
| [OneAscent Wealth Management LLC](https://holderbook.com/funds/1844707-oneascent-wealth-management-llc/) | $633.1K | 21,153 | 0.2% | 4 |
| [TrustWell Financial Advisors, LLC](https://holderbook.com/funds/2133429-trustwell-financial-advisors-llc/) | $486.2K | 16,246 | 0.4% | 3 |
| [HBW ADVISORY SERVICES LLC](https://holderbook.com/funds/1790525-hbw-advisory-services-llc/) | $470.8K | 15,731 | 0.0% | 1 |
| [Valmark Advisers, Inc.](https://holderbook.com/funds/1380443-valmark-advisers-inc/) | $368.0K | 12,297 | 0.0% | 1 |
| [Range Financial Group LLC](https://holderbook.com/funds/1928635-range-financial-group-llc/) | $347.4K | 11,608 | 0.1% | 1 |
| [PAX Financial Group, LLC](https://holderbook.com/funds/1803673-pax-financial-group-llc/) | $295.1K | 9,862 | 0.0% | 1 |
| [Independent Advisor Alliance](https://holderbook.com/funds/1696899-independent-advisor-alliance/) | $223.4K | 7,466 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $141.0K | 4,712 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $4.6K | 154 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $4.9M |
| Q1 2026 | 5 | $3.0M |
| Q4 2025 | 4 | $2.3M |
| Q3 2025 | 1 | $482.5K |