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

CROSSMARK ETF TRUST

12 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 22767F202·12 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
12
filers reporting
Concentration
47.22%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q3 2026

12 institutions reported CLCV in Q3 2026. OneAscent Financial Services LLC leads at 47.2% 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
$3M100K0.19%Q3 202602
Private Advisor Group, LLC
CIK 0001567755
$838K28K0.00%Q3 202603
TrustWell Financial Advisors, LLC
CIK 0002133429
$503K17K0.43%Q3 202604
Range Financial Group LLC
CIK 0001928635
$421K14K0.12%Q3 202605
Valmark Advisers, Inc.
CIK 0001380443
$373K12K0.00%Q3 202606
HBW ADVISORY SERVICES LLC
CIK 0001790525
$358K12K0.04%Q3 202607
PAX Financial Group, LLC
CIK 0001803673
$295K10K0.04%Q2 202608
Independent Advisor Alliance
CIK 0001696899
$261K9K0.01%Q3 202609
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$204K7K0.01%Q3 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$147K5K0.00%Q3 202611
UBS Group AG
CIK 0001610520
$3K960.00%Q3 202612
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$940310.00%Q3 2026