Who owns CLCG?
Crossmark Large Cap Growth ETF · Crossmark
10 institutions reported holding CLCG, worth $17.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CLCG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bare Financial Services, Inc | Gap, PA | $13.5M | 466,901 | +17,378 shares |
| OneAscent Financial Services LLC | Birmingham, AL | $1.2M | 42,445 | −140 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $827K | 28,547 | New position |
| Range Financial Group LLC | Tigard, OR | $661K | 22,844 | +7,597 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $617K | 21,300 | −4,934 shares |
| Valmark Advisers, Inc. | Akron, OH | $366K | 12,645 | New position |
| PAX Financial Group, LLC | San Antonio, TX | $349K | 12,066 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $120K | 4,129 | −306 shares |
| Keating Financial Advisory Services, Inc. | Manhattan, KS | $22K | 762 | New position |
| UBS Group AG | Zurich, Switzerland | $13K | 447 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CLCG?
10 institutional managers reported holding CLCG in Form 13F filings for June 30, 2026, worth $17.7M in total. The largest reported position was held by Bare Financial Services, Inc, at $13.5M.
Did institutions buy or sell CLCG last quarter?
Reported 13F value rose 30.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CLCG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.