CLCG Institutional Ownership & Shareholders
CROSSMARK LRG CAP GROWTH ETF (CLCG) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.29M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
Bare Financial Services, Inc is currently the largest disclosed institutional shareholder of CLCG tracked by InsiderSet, reporting ownership valued at approximately $10.96M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.08M, representing an estimated gain of +10.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CLCG value among the investors covered in this analysis. Major shareholders include Bare Financial Services, Inc, Oneascent Financial Services Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in CROSSMARK LRG CAP GROWTH ETF (CLCG).
This page ranks the largest institutional CLCG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$15.29M
Largest Holder
Bare Financial Services, Inc
Largest Position
$10.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bare Financial Services, Inc | 2.90% | 449,523 | $10,963,876 | $12,077,379 | +$1,113,503 | +10.16% | |
| Oneascent Financial Services Llc | 0.06% | 42,445 | $1,229,039 | $1,140,374 | -$88,665 | -7.21% | |
| Susquehanna International Group, Llp | 0.00% | 28,547 | $826,613 | $766,975 | -$59,638 | -7.21% | |
| Range Financial Group Llc | 0.22% | 26,760 | $779,703 | $718,964 | -$60,739 | -7.79% | |
| Oneascent Wealth Management Llc | 0.18% | 21,300 | $616,767 | $572,269 | -$44,498 | -7.21% | |
| Valmark Advisers, Inc. | 0.00% | 12,645 | $366,151 | $339,734 | -$26,417 | -7.21% | |
| Pax Financial Group, Llc | 0.05% | 12,066 | $349,386 | $324,178 | -$25,208 | -7.21% | |
| Osaic Holdings, Inc. | 0.00% | 4,129 | $119,569 | $110,934 | -$8,635 | -7.22% | |
| Keating Financial Advisory Services, Inc. | 0.00% | 762 | $22,065 | $20,473 | -$1,592 | -7.22% | |
| Ubs Group Ag | 0.00% | 447 | $12,943 | $12,010 | -$933 | -7.21% |
Frequently asked questions about CLCG
Who are the largest institutional holders of CLCG?
The largest institutional holders of CLCG reported in the latest SEC Form 13F filings include Bare Financial Services, Inc, Oneascent Financial Services Llc, Susquehanna International Group, Llp, Range Financial Group Llc, and Oneascent Wealth Management Llc. InsiderSet ranks institutional holders by their latest reported CLCG position.
What is CLCG institutional ownership?
This page tracks CLCG positions reported by institutional investment managers through SEC Form 13F. CROSSMARK LRG CAP GROWTH ETF (CLCG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CLCG?
InsiderSet currently tracks 10 institutional managers reporting CLCG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CLCG shareholders.
How much CLCG stock do institutions own?
Institutional investment managers disclosed approximately $15.29M in CLCG holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CLCG institutional ownership last updated?
The latest CLCG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CLCG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CLCG position after the reporting date.
Are institutions buying or selling CLCG?
Institutional buying and selling can be analyzed by comparing CLCG positions across consecutive 13F reporting periods. InsiderSet's CLCG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLCG ownership changes.
How has CLCG institutional ownership changed over time?
InsiderSet tracks CLCG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.