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Crossmark LRG Cap Growth ETF (CLCG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bare Financial Services, Inc
INCREASED
Shares490,455 from 466,901
Change+23,554 (+5%)
Value$14.3M (+$770.6K)
Filed 2026-11-04
Range Financial Group LLC
INCREASED
Shares26,760 from 22,844
Change+3,916 (+17%)
Value$779.7K (+$118.2K)
Filed 2026-10-21
OneAscent Financial Services LLC
N/A
Shares— from 42,445
Change-42,445 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,547
Change-28,547 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 12,645
Change-12,645 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
UBS Group AG
N/A
Shares— from 447
Change-447 (-100%)
Value—
Status
Bare Financial Services, Inc
INCREASED490,455466,901+23,554+5%$13.5M$14.3M+$770.6K2026-11-04
Range Financial Group LLC
INCREASED26,76022,844+3,916+17%$661.5K$779.7K+$118.2K2026-10-21
OneAscent Financial Services LLC
N/A—42,445-42,445-100%$1.2M———
Susquehanna International Group, LLP
N/A—28,547-28,547-100%$826.6K———
OneAscent Wealth Management LLC
N/A—21,300-21,300-100%$616.8K———
Valmark Advisers, Inc.
N/A—12,645-12,645-100%$366.2K———
PAX Financial Group, LLC
N/A—12,066-12,066-100%$349.4K———
Osaic Holdings, Inc.
N/A—4,129-4,129-100%$119.6K———
Keating Financial Advisory Services, Inc.
N/A—762-762-100%$22.1K———
UBS Group AG
N/A—447-447-100%$12.9K———
Showing 10 of 10 institutions