CROSSMARK ETF TRUST (CLCV)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
10
Reporting holders
$4.9M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | $1.9M | 63,654 | 0.09% | 3q | HELD |
| OneAscent Wealth Management LLC | $633.1K | 21,153 | 0.19% | 4q | -20.5%-$162.9K |
| TrustWell Financial Advisors, LLC | $486.2K | 16,246 | 0.41% | 3q | -6.7%-$34.7K |
| HBW ADVISORY SERVICES LLC | $470.8K | 15,731 | 0.04% | new | NEW |
| Valmark Advisers, Inc. | $368.0K | 12,297 | 0.00% | new | NEW |
| Range Financial Group LLC | $347.4K | 11,608 | 0.09% | new | NEW |
| PAX Financial Group, LLC | $295.1K | 9,862 | 0.04% | new | NEW |
| Independent Advisor Alliance | $223.4K | 7,466 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $141.0K | 4,712 | 0.00% | 3q | +40.0%+$40.3K |
| UBS Group AG | $4.6K | 154 | 0.00% | 2q | -26.7%-$1.7K |
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 | $4.9M | 162,883 | 5 | 1 | 3 | 0.0% |
| Q1 2026 | 5 | $3.0M | 111,462 | 1 | 3 | 1 | 0.0% |
| Q4 2025 | 4 | $2.3M | 85,752 | 2 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $482.5K | 18,759 | 1 | 0 | 0 | 0.0% |