CLCG CROSSMARK ETF TRUST
FollowLARGE CAP GROW (fund)
5 managers (6 13F filers) reported a position in CLCG shares at 2026-03-31, 556,027 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 6
- New
- 0
- Added
- 6
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 556,027
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 449,523 | $11M | 2.9% | +32,605 | 13F-HRTimeline |
| OneAscent Financial Services LLCgroup of 2 filers holding | 68,819 | $1.68M | +14,085 | Timeline
| |
| TrustWell Financial Advisors, LLC | 18,003 | $439K | 0.41% | +740 | 13F-HRTimeline |
| Range Financial Group LLC | 15,247 | $372K | 0.12% | +5,522 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 4,435 | $108K | <0.01% | +1,416 | 13F-HRTimelineGroup |