| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 0.5% | -98% | $75,982 | -$9,587 | 2,877 | -11% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
As of 31 Dec 2025, 5 institutional investors reported holding 484,396 shares of Crossmark ETF Trust - Exchange Traded Fund (CLCG). This represents 84% of the company’s total 575,400 outstanding shares.
The largest institutional shareholders of Crossmark ETF Trust - Exchange Traded Fund (CLCG) together control 84% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 72% | 416,918 | +18% | 3.1% | $11,256,464 |
| OneAscent Financial Services LLC | 5.6% | 32,247 | 0.08% | $870,643 | |
| OneAscent Wealth Management LLC | 3.9% | 22,487 | +24% | 0.2% | $607,131 |
| Range Financial Group LLC | 1.7% | 9,725 | 0.09% | $262,567 | |
| OSAIC HOLDINGS, INC. | 0.52% | 3,019 | 0% | $81,525 |