13F Insight
DOSSIER · 13F Holders · Q3 2026
CLCG

CROSSMARK ETF TRUST

10 institutions still hold CROSSMARK ETF TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 22767F103·10 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$19M
visible holders
Holders
10
filers reporting
Concentration
76.77%
Bare Financial Services, Inc #1
top holder share
AI Holders Summary · Q3 2026

10 institutions reported CLCG in Q3 2026. Bare Financial Services, Inc leads at 76.8% 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
$14M490K3.20%Q3 202602
OneAscent Financial Services LLC
CIK 0001780985
$1M42K0.06%Q2 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$827K29K0.00%Q2 202604
Range Financial Group LLC
CIK 0001928635
$780K27K0.22%Q3 202605
OneAscent Wealth Management LLC
CIK 0001844707
$617K21K0.18%Q2 202606
Valmark Advisers, Inc.
CIK 0001380443
$368K13K0.00%Q3 202607
PAX Financial Group, LLC
CIK 0001803673
$349K12K0.05%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$120K4K0.00%Q2 202609
Keating Financial Advisory Services, Inc.
CIK 0002103443
$22K7620.00%Q2 202610
UBS Group AG
CIK 0001610520
$13K4470.00%Q2 2026