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Crossmark Largecapvalue ETF (CLCV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrustWell Financial Advisors, LLC
INCREASED
Shares16,576 from 16,246
Change+330 (+2%)
Value$502.7K (+$16.5K)
Filed 2026-10-15
Range Financial Group LLC
INCREASED
Shares13,893 from 11,608
Change+2,285 (+20%)
Value$421.3K (+$73.9K)
Filed 2026-10-21
Valmark Advisers, Inc.
DECREASED
Shares12,291 from 12,297
Change-6 (0%)
Value$372.7K (+$4.7K)
Filed 2026-11-06
HBW Advisory Services LLC
DECREASED
Shares11,821 from 15,731
Change-3,910 (-25%)
Value$358.5K (-$112.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
NEW
Shares6,672
Change+6,672
Value$203.6K
Filed 2026-11-02
PNC Financial Services Group, Inc.
NEW
Shares31
Change+31
Value$940
Filed 2026-11-06
OneAscent Financial Services LLC
N/A
Shares— from 63,654
Change-63,654 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 21,153
Change-21,153 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 9,862
Change-9,862 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
UBS Group AG
N/A
Shares— from 154
Change-154 (-100%)
Value—
Status
TrustWell Financial Advisors, LLC
INCREASED16,57616,246+330+2%$486.2K$502.7K+$16.5K2026-10-15
Range Financial Group LLC
INCREASED13,89311,608+2,285+20%$347.4K$421.3K+$73.9K2026-10-21
Valmark Advisers, Inc.
DECREASED12,29112,297-60%$368.0K$372.7K+$4.7K2026-11-06
HBW Advisory Services LLC
DECREASED11,82115,731-3,910-25%$470.8K$358.5K-$112.3K2026-10-15
International Assets Investment Management, LLC
NEW6,672—+6,672——$203.6K—2026-11-02
PNC Financial Services Group, Inc.
NEW31—+31——$940—2026-11-06
OneAscent Financial Services LLC
N/A—63,654-63,654-100%$1.9M———
OneAscent Wealth Management LLC
N/A—21,153-21,153-100%$633.1K———
PAX Financial Group, LLC
N/A—9,862-9,862-100%$295.1K———
Independent Advisor Alliance
N/A—7,466-7,466-100%$223.4K———
Osaic Holdings, Inc.
N/A—4,712-4,712-100%$141.0K———
UBS Group AG
N/A—154-154-100%$4.6K———
Showing 12 of 12 institutions