Crossmark ETF Trust - CLCG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bare Financial Services, Inc | History | Added to | 449,523 | 10,963 | 2.9% | 3.13% | 1 | +32,605 | 7.82% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 42,585 | 1,038 | 0.06% | 0.08% | 2 | +10,338 | 32.06% | Q1 2026 | Apr 21, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 26,234 | 639 | 0.21% | 0.2% | 3 | +3,747 | 16.66% | Q1 2026 | Apr 21, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 18,003 | 439 | 0.41% | 0.45% | 4 | +740 | 4.29% | Q1 2026 | May 07, 2026 |
| Range Financial Group LLC | History | Added to | 15,247 | 371 | 0.12% | 0.09% | 5 | +5,522 | 56.78% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,435 | 108 | 0.0% | 0.0% | 6 | +1,416 | 46.9% | Q1 2026 | May 15, 2026 |