DOSSIER · 13F Holders · Q2 2026
CLCG

CROSSMARK ETF TRUST

10 institutions still hold CROSSMARK ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 22767F103·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$18M
visible holders
Holders
10
filers reporting
Concentration
76.28%
Bare Financial Services, Inc #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported CLCG in Q2 2026. Bare Financial Services, Inc leads at 76.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bare Financial Services, Inc
CIK 0002009426
$14M467K3.10%Q2 2026
02
OneAscent Financial Services LLC
CIK 0001780985
$1M42K0.06%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$827K29K0.00%Q2 2026
04
Range Financial Group LLC
CIK 0001928635
$661K23K0.18%Q2 2026
05
OneAscent Wealth Management LLC
CIK 0001844707
$617K21K0.18%Q2 2026
06
Valmark Advisers, Inc.
CIK 0001380443
$366K13K0.00%Q2 2026
07
PAX Financial Group, LLC
CIK 0001803673
$349K12K0.05%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$120K4K0.00%Q2 2026
09
Keating Financial Advisory Services, Inc.
CIK 0002103443
$22K7620.00%Q2 2026
10
UBS Group AG
CIK 0001610520
$13K4470.00%Q2 2026