CLCV Institutional Ownership
Crossmark ETF Trust - Crossmark Large Cap Value ETF
1W: -0.6%
1M: -2.9%
YTD: -3.0%
$30.60
+0.08 (+0.27%)
Weekly Expected Move ±1.5%
$30
$30
$31
$31
$32
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Institutional Ownership — CLCV
10
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
5
New Positions
1
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | 63,654 | $2M | -230 | -0.4% | 3Q | SEC ↗ |
| 2 | OneAscent Wealth Management LLC | 21,153 | $647K | -5,443 | -20.5% | 4Q | SEC ↗ |
| 3 | TrustWell Financial Advisors, LLC | 16,246 | $497K | -1,161 | -6.7% | 3Q | SEC ↗ |
| 4 | HBW ADVISORY SERVICES LLC NEW | 15,731 | $481K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Valmark Advisers, Inc. NEW | 12,297 | $376K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Range Financial Group LLC NEW | 11,608 | $355K | — | +0.0% | 1Q | SEC ↗ |
| 7 | PAX Financial Group, LLC NEW | 9,862 | $302K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Independent Advisor Alliance NEW | 7,466 | $228K | — | +0.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 4,712 | $144K | +1,347 | +40.0% | 3Q | SEC ↗ |
| 10 | UBS Group AG | 154 | $5K | -56 | -26.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| HBW ADVISORY SERVICES LLC | 15,731 | $481K |
| Valmark Advisers, Inc. | 12,297 | $376K |
| Range Financial Group LLC | 11,608 | $355K |
| PAX Financial Group, LLC | 9,862 | $302K |
| Independent Advisor Alliance | 7,466 | $228K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +1,347 | +40.0% | 4,712 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OneAscent Wealth Management LLC | -5,443 | -20.5% | 21,153 |
| TrustWell Financial Advisors, LLC | -1,161 | -6.7% | 16,246 |
| OneAscent Financial Services LLC | -230 | -0.4% | 63,654 |
| UBS Group AG | -56 | -26.7% | 154 |