Crossmark Largecapvalue ETFCLCVETF
13F holders, Q4 2025 (December 31)4holders +3
2new positions
0sold out
$26.61avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Crossmark Largecapvalue ETF (CLCV) in their 13F filings, up 3 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were OneAscent Financial Services LLC ($1.1M), OneAscent Wealth Management LLC ($618K) and TrustWell Financial Advisors, LLC ($474K).
- Company
- Crossmark Largecapvalue ETF
- CUSIP
- 22767F202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.2M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 49,193 shares bought, net +49,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| OneAscent Financial Services LLC | 0.10% | New | 41,863 | $1.1M |
| OneAscent Wealth Management LLC | 0.21% | Add +23.8% | 23,214 | $618K |
| TrustWell Financial Advisors, LLC | 0.46% | — | 17,800 | $474K |
| Osaic Holdings, Inc. | 0.00% | New | 2,875 | $76K |
"% of holder's portfolio" is CLCV's weight in each manager's 13F, not the share of Crossmark Largecapvalue ETF the manager owns.