Crossmark ETF Trust - CLCV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OneAscent Financial Services LLC | History | No change | 63,654 | 1,905 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Wealth Management LLC | History | No change | 21,153 | 633 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 16,576 | 502 | 0.43% | 0.41% | 3 | +330 | 2.03% | Q3 2026 | Oct 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 12,297 | 368 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 11,821 | 358 | 0.04% | 0.04% | 5 | -3,910 | -24.86% | Q3 2026 | Oct 14, 2026 |
| Range Financial Group LLC | History | No change | 11,608 | 347 | 0.09% | 0.09% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PAX Financial Group, LLC | History | No change | 9,862 | 295 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | No change | 7,466 | 223 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,712 | 141 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 154 | 4 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |