13FBOX
CROSSMARK ETF TRUST · 13F Institutional Holdings
Options Calculator Rankings
C

CROSSMARK ETF TRUST

CLCG
Institutions
10
Combined AUM (Q2 2026)
$17.7M
Combined Shares (Q2 2026)
612,086
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+79,442
7 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-23,383
4 · 1 Exit · ≈
⚖️ Net
+56,059
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$17.7M
Institutions
10
New Buys
5
Adds
2
Reduces
3
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bare Financial Services, Inc
3.1%2.9%#1$13.5M466,901$11.0M449,523+17,378+3.87%Add
OneAscent Financial Services LLC
0.06%0.06%#4$1.2M42,445$1.0M42,585-140-0.33%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#9$826,61328,547$00+28,547New Buy
Range Financial Group LLC
0.18%0.12%#3$661,47522,844$371,87415,247+7,597+49.83%Add
OneAscent Wealth Management LLC
0.18%0.21%#2$616,76721,300$639,84726,234-4,934-18.81%Reduce
Valmark Advisers, Inc.
<0.01%#6$366,15112,645$00+12,645New Buy
PAX Financial Group, LLC
0.05%#5$349,38612,066$00+12,066New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$119,5694,129$108,1794,435-306-6.90%Reduce
Keating Financial Advisory Services, Inc.
<0.01%#7$22,065762$00+762New Buy
UBS Group AG
<0.01%#10$12,943447$00+447New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow