CROSSMARK LRG CAP GROWTH ETF (CLCG) Institutional Ownership Changes & 13F Activity
CROSSMARK LRG CAP GROWTH ETF (CLCG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bare Financial Services, Inc, Oneascent Financial Services Llc, Range Financial Group Llc, Oneascent Wealth Management Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +1,416 | +46.9% | 4,435 | $108.18K | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | Buy | +32,605 | +7.8% | 449,523 | $10.96M | Q1 2026 | May 14, 2026 |
| Trustwell Financial Advisors, Llc | Buy | +740 | +4.3% | 18,003 | $439.09K | Q1 2026 | May 07, 2026 |
| Range Financial Group Llc | Buy | +5,522 | +56.8% | 15,247 | $371.87K | Q1 2026 | Apr 30, 2026 |
| Oneascent Financial Services Llc | Buy | +10,338 | +32.1% | 42,585 | $1.04M | Q1 2026 | Apr 21, 2026 |
| Oneascent Wealth Management Llc | Buy | +3,747 | +16.7% | 26,234 | $639.85K | Q1 2026 | Apr 21, 2026 |
Frequently asked questions about CLCG activity
Which institutional owners are buying CLCG?
Institutional owners buying CLCG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLCG activity?
"Buy" means an investor increased their reported position in CLCG compared to the prior reporting period. This reflects growing exposure to CROSSMARK LRG CAP GROWTH ETF (CLCG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLCG increasing?
Institutional interest in CLCG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.