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CLCG

Crossmark Large Cap Growth ETF

6 hedge funds and large institutions have $13.5M invested in Crossmark Large Cap Growth ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 26 (+4)

35% more capital invested

Capital invested by funds: $10M → $13.5M (+$3.52M)

15.11% less ownership

Funds ownership: 74.13%59.02% (-15%)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1
Bare Financial Services
Pennsylvania
$11.3M +$1.74M +64,372 +18%
OFS
2
OneAscent Financial Services
Alabama
$871K +$871K +32,247 New
OWM
3
OneAscent Wealth Management
Alabama
$607K +$118K +4,375 +24%
TFA
4
TrustWell Financial Advisors
Florida
$466K +$466K +17,263 New
RFG
5
Range Financial Group
Oregon
$263K +$263K +9,725 New
Osaic Holdings
6
Osaic Holdings
Arizona
$81.5K +$81.6K +3,019 New

CLCG Hedge Fund Activity: Q4 2025 in Review

6 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Crossmark Large Cap Growth ETF (CLCG) for Q4 2025, worth a combined $13.5M — up 35% from $10M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CLCG positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Bare Financial Services, adding an estimated $1.74M.

  • 6 institutional investors held Crossmark Large Cap Growth ETF (CLCG) as of Q4 2025, up from 2 in Q3 2025.
  • Funds reported $13.5M of Crossmark Large Cap Growth ETF stock for Q4 2025, up 35% quarter-over-quarter.
  • 4 funds opened new Crossmark Large Cap Growth ETF positions in Q4 2025 and 0 closed out, a net change of +4 holders.
  • The largest Crossmark Large Cap Growth ETF buyer in Q4 2025 was Bare Financial Services, an estimated $1.74M added.

Based on aggregated 13F filings for Q4 2025.