Osaic Holdings’s Crossmark Large Cap Growth ETF CLCG Stock Holding History

Osaic Holdings’s Portfolio CLCG Stock Details CLCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$108K	Buy	4,435 +1,416	+47%	+$36.6K	﹤0.01%	4620
2025 Q4	$81.5K	Buy	+3,019	New	+$81.6K	﹤0.01%	4875

Other funds holding CLCG

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

TFA

TrustWell Financial Advisors Jacksonville, Florida $106M AUM

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Osaic Holdings's CLCG Position: Q1 2026 in Review

Osaic Holdings increased its Crossmark Large Cap Growth ETF (CLCG) stake by 47% in Q1 2026, buying an estimated $36.6K and bringing the position to 4,435 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #4620.

Osaic Holdings first reported a position in CLCG in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold CLCG as of Q1 2026.

Osaic Holdings held 4,435 shares of Crossmark Large Cap Growth ETF worth $108K as of Q1 2026.
Osaic Holdings bought 1,416 Crossmark Large Cap Growth ETF shares in Q1 2026, an estimated $36.6K.
Crossmark Large Cap Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4620 holding.
Osaic Holdings first reported a position in Crossmark Large Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Crossmark Large Cap Growth ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.