CROSSMARK ETF TRUST (CLCV)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Conviction-Weighted Ownership

Median weight: 0.09%Avg weight: 0.15%Max: 0.43%High conviction (>1%): 0

OneAscent Financial Services

OneAscent Wealth Management

TrustWell Financial Advisors,

OSAIC HOLDINGS,

UBS Group AG

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

34th percentile

4 buying1 selling

+1

New

-0

Closed

+26K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

OneAscent Financial Services57.3%

OneAscent Wealth Management23.9%

TrustWell Financial Advisors,15.6%

OSAIC HOLDINGS,3.0%

UBS Group AG0.2%

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 5 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

34th percentile

4 buying1 selling

+1

New

-0

Closed

+26K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

OneAscent Financial Services57.3%

OneAscent Wealth Management23.9%

TrustWell Financial Advisors,15.6%

OSAIC HOLDINGS,3.0%

UBS Group AG0.2%

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Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

34th percentile

4 buying1 selling

+1

New

-0

Closed

+26K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

OneAscent Financial Services57.3%

OneAscent Wealth Management23.9%

TrustWell Financial Advisors,15.6%

OSAIC HOLDINGS,3.0%

UBS Group AG0.2%

Institutional Trends (3 Quarters)

No trend data available for this metric.

Ownership Map

Top 5 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 5 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)