CLCG — Crossmark ETF Trust Institutional Holders · Q2 2026
Who owns Crossmark ETF Trust (CLCG)? 11 institutions reported holding $17.72M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bare Financial Services, Inc ($13.5M), OneAscent Financial Services LLC ($1.2M), Susquehanna International Group, LLP ($826,613).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bare Financial Services, Inc | $13.5M | 466,901 | Added |
| 2 | OneAscent Financial Services LLC | $1.2M | 42,445 | Trimmed |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $826,613 | 28,547 | New |
| 4 | Range Financial Group LLC | $661,475 | 22,844 | Added |
| 5 | OneAscent Wealth Management LLC | $616,767 | 21,300 | Trimmed |
| 6 | Valmark Advisers, Inc. | $366,151 | 12,645 | New |
| 7 | PAX Financial Group, LLC | $349,386 | 12,066 | New |
| 8 | OSAIC HOLDINGS, INC. | $119,569 | 4,129 | Trimmed |
| 9 | Keating Financial Advisory Services, Inc. | $22,065 | 762 | New |
| 10 | UBS Group AG | $12,943 | 447 | New |
| 11 | TrustWell Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30