Who owns CLCV?
Crossmark Large Cap Value ETF · Crossmark
10 institutions reported holding CLCV, worth $4.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CLCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| OneAscent Financial Services LLC | Birmingham, AL | $1.9M | 63,654 | −230 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $633K | 21,153 | −5,443 shares |
| TrustWell Financial Advisors, LLC | Jacksonville, FL | $486K | 16,246 | −1,161 shares |
| HBW Advisory Services LLC | Simi Valley, CA | $471K | 15,731 | New position |
| Valmark Advisers, Inc. | Akron, OH | $368K | 12,297 | New position |
| Range Financial Group LLC | Tigard, OR | $347K | 11,608 | New position |
| PAX Financial Group, LLC | San Antonio, TX | $295K | 9,862 | New position |
| Independent Advisor Alliance | Charlotte, NC | $223K | 7,466 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $141K | 4,712 | +1,347 shares |
| UBS Group AG | Zurich, Switzerland | $5K | 154 | −56 shares |
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 CLCV?
10 institutional managers reported holding CLCV in Form 13F filings for June 30, 2026, worth $4.9M in total. The largest reported position was held by OneAscent Financial Services LLC, at $1.9M.
Did institutions buy or sell CLCV last quarter?
Reported 13F value rose 65.1% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 0 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 CLCV 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.