CLCGCROSSMARK ETF TRUST
CUSIP 22767F103 · Yahoo Finance ↗ · Google Finance ↗
Crossmark Etf Trust (CLCG) has 6 institutional holders in Filings Flow’s 13F database, together reporting 556.0K shares worth $14M as of Q1 2026. The largest reported holders are Bare Financial Services, Inc, Oneascent Financial Services LLC, and Oneascent Wealth Management LLC.
Institutional Holders
6
Q1 2026
Reported Value
$14M
Ticker
CLCG
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
··
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bare Financial Services, Inc$378M AUM | 2.90% | $11M | 449.5K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.06% | $1M | 42.6K | Q1 2026 |
| OneAscent Wealth Management LLC$302M AUM | 0.21% | $639,847 | 26.2K | Q1 2026 |
| TrustWell Financial Advisors, LLC$106M AUM | 0.41% | $439,093 | 18.0K | Q1 2026 |
| Range Financial Group LLC$298M AUM | 0.12% | $371,874 | 15.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $108,179 | 4.4K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.