CLCG Institutional Ownership
Crossmark ETF Trust - Crossmark Large Cap Growth ETF
1W: +0.3%
1M: +2.0%
YTD: +0.7%
$29.39
+0.19 (+0.65%)
Weekly Expected Move ±1.9%
$28
$29
$29
$30
$31
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Institutional Ownership — CLCG
11
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
18M
Total Invested
5
New Positions
2
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bare Financial Services, Inc | 466,901 | $14M | +17,378 | +3.9% | 4Q | SEC ↗ |
| 2 | OneAscent Financial Services LLC | 42,445 | $1M | -140 | -0.3% | 3Q | SEC ↗ |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 28,547 | $839K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Range Financial Group LLC | 22,844 | $671K | +7,597 | +49.8% | 3Q | SEC ↗ |
| 5 | OneAscent Wealth Management LLC | 21,300 | $626K | -4,934 | -18.8% | 4Q | SEC ↗ |
| 6 | Valmark Advisers, Inc. NEW | 12,645 | $372K | — | +0.0% | 1Q | SEC ↗ |
| 7 | PAX Financial Group, LLC NEW | 12,066 | $355K | — | +0.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 4,129 | $121K | -306 | -6.9% | 3Q | SEC ↗ |
| 9 | Keating Financial Advisory Services, I NEW | 762 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG NEW | 447 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 11 | TrustWell Financial Advisors, LLC | 0 | $0K | -18,003 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 28,547 | $839K |
| Valmark Advisers, Inc. | 12,645 | $372K |
| PAX Financial Group, LLC | 12,066 | $355K |
| Keating Financial Advisory Services | 762 | $22K |
| UBS Group AG | 447 | $13K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrustWell Financial Advisors, LLC | 18,003 | $529K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bare Financial Services, Inc | +17,378 | +3.9% | 466,901 |
| Range Financial Group LLC | +7,597 | +49.8% | 22,844 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OneAscent Wealth Management LLC | -4,934 | -18.8% | 21,300 |
| OSAIC HOLDINGS, INC. | -306 | -6.9% | 4,129 |
| OneAscent Financial Services LLC | -140 | -0.3% | 42,445 |