CLCV CROSSMARK ETF TRUST
FollowLARGE CAP VAL (fund)
9 managers (10 13F filers) reported a position in CLCV shares at 2026-06-30, 162,883 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 10
- New
- 5
- Added
- 1
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 162,883
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLCgroup of 2 filers holding | 84,807 | $2.54M | -5,673 | Timeline
| |
| TrustWell Financial Advisors, LLC | 16,246 | $486K | 0.41% | -1,161 | 13F-HRTimeline |
| HBW ADVISORY SERVICES LLC | 15,731 | $471K | 0.04% | new | 13F-HRTimeline |
| Valmark Advisers, Inc. | 12,297 | $368K | <0.01% | new | 13F-HRTimeline |
| Range Financial Group LLC | 11,608 | $347K | 0.09% | new | 13F-HRTimeline |
| PAX Financial Group, LLC | 9,862 | $295K | 0.04% | new | 13F-HRTimeline |
| Independent Advisor Alliance | 7,466 | $223K | 0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 4,712 | $141K | <0.01% | +1,347 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 154 | $4.61K | <0.01% | -56 | 13F-HRTimelineGroup |