CLCV — Crossmark ETF Trust 机构持仓 · 2026年Q2
谁持有 Crossmark ETF Trust(CLCV)?2026年Q2(报告期截至 2026-06-30)共有 10 家机构在 SEC 13F 申报中报告持有,合计 487.47 万美元。前几大持有机构:OneAscent Financial Services LLC(190.00 万美元)、OneAscent Wealth Management LLC(63.31 万美元)、TrustWell Financial Advisors, LLC(48.62 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $1.9M | 63,654 | 减持 |
| 2 | OneAscent Wealth Management LLC | $633,059 | 21,153 | 减持 |
| 3 | TrustWell Financial Advisors, LLC | $486,204 | 16,246 | 减持 |
| 4 | HBW ADVISORY SERVICES LLC | $470,780 | 15,731 | 新建仓 |
| 5 | Valmark Advisers, Inc. | $368,020 | 12,297 | 新建仓 |
| 6 | Range Financial Group LLC | $347,400 | 11,608 | 新建仓 |
| 7 | PAX Financial Group, LLC | $295,146 | 9,862 | 新建仓 |
| 8 | Independent Advisor Alliance | $223,439 | 7,466 | 新建仓 |
| 9 | OSAIC HOLDINGS, INC. | $141,025 | 4,712 | 增持 |
| 10 | UBS Group AG | $4,609 | 154 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30