Crossmark Large Cap Value ETF
CLCV
4 hedge funds and large institutions have $2.28M invested in Crossmark Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
373% more capital invested
Capital invested by funds: $483K → $2.28M (+$1.8M)
300% more funds holding
Funds holding: 1 → 4 (+3)
1.79% less ownership
Funds ownership: 20.84% → 19.06% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.09M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$115K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$74.5K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $1.11M | +$1.09M | +41,863 | New |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $618K | +$115K | +4,455 | +24% |
|
|
TFA
3
TrustWell Financial Advisors
Jacksonville,
Florida
| $474K | +$461K | +17,800 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $76.5K | +$74.5K | +2,875 | New |
|
CLCV Hedge Fund Activity: Q4 2025 in Review
4 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Crossmark Large Cap Value ETF (CLCV) for Q4 2025, worth a combined $2.28M — up 373% from $483K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CLCV positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $1.09M.
- 4 institutional investors held Crossmark Large Cap Value ETF (CLCV) as of Q4 2025, up from 1 in Q3 2025.
- Funds reported $2.28M of Crossmark Large Cap Value ETF stock for Q4 2025, up 373% quarter-over-quarter.
- 3 funds opened new Crossmark Large Cap Value ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
- The largest Crossmark Large Cap Value ETF buyer in Q4 2025 was OneAscent Financial Services, an estimated $1.09M added.
Based on aggregated 13F filings for Q4 2025.