Crossmark Largecapvalue ETFCLCVETF
13F holders, Q1 2026 (March 31)5holders +1
1new positions
0sold out
$26.49avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Crossmark Largecapvalue ETF (CLCV) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were OneAscent Financial Services LLC ($1.7M), OneAscent Wealth Management LLC ($705K) and TrustWell Financial Advisors, LLC ($461K).
- Company
- Crossmark Largecapvalue ETF
- CUSIP
- 22767F202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 26,103 shares bought and 393 shares sold, net +25,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| OneAscent Financial Services LLC | 0.09% | Add +52.6% | 63,884 | $1.7M |
| OneAscent Wealth Management LLC | 0.23% | Add +14.6% | 26,596 | $705K |
| TrustWell Financial Advisors, LLC | 0.43% | Reduce -2.2% | 17,407 | $461K |
| Osaic Holdings, Inc. | 0.00% | Add +17.0% | 3,365 | $89K |
| UBS Group AG | 0.00% | New | 210 | $6K |
"% of holder's portfolio" is CLCV's weight in each manager's 13F, not the share of Crossmark Largecapvalue ETF the manager owns.