CLCG institutional holders
Crossmark Large Cap Growth ETF · 10 reporting institutions · $17.7M reported value
Funds that can replace CLCG · CLCG return decomposition
Institutional holdings
| Institution | Reported position | Advisors at firm | Report period |
|---|---|---|---|
| Bare Financial Services, Inc | $13.5M | 10 | 2026-06-30 |
| Oneascent Financial Services LLC | $1.2M | 85 | 2026-06-30 |
| Susquehanna International Group, LLP | $826.6K | 0 | 2026-06-30 |
| Range Financial Group LLC | $661.5K | 7 | 2026-06-30 |
| Oneascent Wealth Management | $616.8K | 12 | 2026-06-30 |
| Valmark Advisers, Inc. | $366.2K | 295 | 2026-06-30 |
| Pax Financial Group, LLC | $349.4K | 15 | 2026-06-30 |
| Osaic Holdings, Inc. | $119.6K | 0 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $22.1K | 25 | 2026-06-30 |
| UBS Group AG | $12.9K | 0 | 2026-06-30 |
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30