Crossmark LRG Cap Growth ETFCLCGETF
13F holders, Q4 2025 (December 31)6holders +4
3new positions
0sold out
$27.00avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Crossmark LRG Cap Growth ETF (CLCG) in their 13F filings, up 4 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were Bare Financial Services, Inc ($11.3M), OneAscent Financial Services LLC ($871K) and OneAscent Wealth Management LLC ($607K).
- Company
- Crossmark LRG Cap Growth ETF
- CUSIP
- 22767F103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 113,738 shares bought, net +113,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Bare Financial Services, Inc | 3.13% | Add +18.3% | 416,918 | $11.3M |
| OneAscent Financial Services LLC | 0.08% | New | 32,247 | $871K |
| OneAscent Wealth Management LLC | 0.20% | Add +24.2% | 22,487 | $607K |
| TrustWell Financial Advisors, LLC | 0.45% | — | 17,263 | $466K |
| Range Financial Group LLC | 0.09% | New | 9,725 | $263K |
| Osaic Holdings, Inc. | 0.00% | New | 3,019 | $82K |
"% of holder's portfolio" is CLCG's weight in each manager's 13F, not the share of Crossmark LRG Cap Growth ETF the manager owns.