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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
1OneAscent Financial Services LLC$1.9M63,654减持
2OneAscent Wealth Management LLC$633,05921,153减持
3TrustWell Financial Advisors, LLC$486,20416,246减持
4HBW ADVISORY SERVICES LLC$470,78015,731新建仓
5Valmark Advisers, Inc.$368,02012,297新建仓
6Range Financial Group LLC$347,40011,608新建仓
7PAX Financial Group, LLC$295,1469,862新建仓
8Independent Advisor Alliance$223,4397,466新建仓
9OSAIC HOLDINGS, INC.$141,0254,712增持
10UBS Group AG$4,609154减持

来源:SEC 13F 申报文件 · 截至 2026-06-30