DOSSIER · 13F Holders · Q2 2026
CLCV

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 22767F202·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
10
filers reporting
Concentration
39.08%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported CLCV in Q2 2026. OneAscent Financial Services LLC leads at 39.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OneAscent Financial Services LLC
CIK 0001780985
$2M64K0.09%Q2 2026
02
OneAscent Wealth Management LLC
CIK 0001844707
$633K21K0.19%Q2 2026
03
TrustWell Financial Advisors, LLC
CIK 0002133429
$486K16K0.41%Q2 2026
04
HBW ADVISORY SERVICES LLC
CIK 0001790525
$471K16K0.04%Q2 2026
05
Valmark Advisers, Inc.
CIK 0001380443
$368K12K0.00%Q2 2026
06
Range Financial Group LLC
CIK 0001928635
$347K12K0.10%Q2 2026
07
PAX Financial Group, LLC
CIK 0001803673
$295K10K0.04%Q2 2026
08
Independent Advisor Alliance
CIK 0001696899
$223K7K0.01%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$141K5K0.00%Q2 2026
10
UBS Group AG
CIK 0001610520
$5K1540.00%Q2 2026