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

CROSSMARK ETF TRUST

CLCV
Institutions
10
Combined AUM (Q2 2026)
$4.9M
Combined Shares (Q2 2026)
162,883
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+58,311
6 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6,890
4 · 0 Exit · ≈
⚖️ Net
+51,421
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.9M
Institutions
10
New Buys
5
Adds
1
Reduces
4
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OneAscent Financial Services LLC
0.09%0.09%#4$1.9M63,654$1.7M63,884-230-0.36%Reduce
OneAscent Wealth Management LLC
0.19%0.23%#2$633,05921,153$704,57126,596-5,443-20.47%Reduce
TrustWell Financial Advisors, LLC
0.41%0.43%#1$486,20416,246$461,13917,407-1,161-6.67%Reduce
HBW ADVISORY SERVICES LLC
0.04%#6$470,78015,731$00+15,731New Buy
Valmark Advisers, Inc.
<0.01%#8$368,02012,297$00+12,297New Buy
Range Financial Group LLC
0.09%#3$347,40011,608$00+11,608New Buy
PAX Financial Group, LLC
0.04%#5$295,1469,862$00+9,862New Buy
Independent Advisor Alliance
0.01%#7$223,4397,466$00+7,466New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$141,0254,712$89,1333,365+1,347+40.03%Add
UBS Group AG
<0.01%<0.01%#10$4,609154$5,563210-56-26.67%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow