3 institutions reported holding $14.2M of CROSSMARK ETF TRUST (CLCG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bare Financial Services, Inc ($13.5M), Range Financial Group LLC ($661,475), TrustWell Financial Advisors, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bare Financial Services, Inc | $13.5M | 466,901 | Added |
| 2 | Range Financial Group LLC | $661,475 | 22,844 | Added |
| 3 | TrustWell Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30