CLCG CROSSMARK ETF TRUST
FollowLARGE CAP GROW (fund)
5 managers (6 13F filers) reported a position in CLCG shares at 2025-12-31, 501,659 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 6
- New
- 3
- Added
- 2
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 501,659
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 416,918 | $11.3M | 3.13% | +64,372 | 13F-HRTimeline |
| OneAscent Financial Services LLCgroup of 2 filers holding | 54,734 | $1.48M | +36,622 | Timeline
| |
| TrustWell Financial Advisors, LLC | 17,263 | $466K | 0.45% | 13F-HRTimeline | |
| Range Financial Group LLC | 9,725 | $263K | 0.09% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 3,019 | $81.5K | <0.01% | new | 13F-HRTimelineGroup |