Crossmark Large Cap Value ETF
CLCV
5 hedge funds and large institutions have $2.95M invested in Crossmark Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
29% more capital invested
Capital invested by funds: $2.28M → $2.95M (+$671K)
25% more funds holding
Funds holding: 4 → 5 (+1)
2.8% more ownership
Funds ownership: 19.06% → 21.86% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$594K |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$91.2K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
TrustWell Financial Advisors
Jacksonville,
Florida
|
-$10.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $1.69M | +$594K | +22,021 | +53% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $705K | +$91.2K | +3,382 | +15% |
|
|
TFA
3
TrustWell Financial Advisors
Jacksonville,
Florida
| $461K | -$10.6K | -393 | -2% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $89.1K | +$13.2K | +490 | +17% |
|
|
5
UBS Group
Zurich,
Switzerland
| $5.56K | +$5.66K | +210 | New |
|
CLCV Hedge Fund Activity: Q1 2026 in Review
5 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Crossmark Large Cap Value ETF (CLCV) for Q1 2026, worth a combined $2.95M — up 29% from $2.28M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new CLCV positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $594K. The largest seller was TrustWell Financial Advisors, cutting an estimated $10.6K.
- 5 institutional investors held Crossmark Large Cap Value ETF (CLCV) as of Q1 2026, up from 4 in Q4 2025.
- Funds reported $2.95M of Crossmark Large Cap Value ETF stock for Q1 2026, up 29% quarter-over-quarter.
- 1 fund opened new Crossmark Large Cap Value ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
- The largest Crossmark Large Cap Value ETF buyer in Q1 2026 was OneAscent Financial Services, an estimated $594K added.
- The largest Crossmark Large Cap Value ETF seller in Q1 2026 was TrustWell Financial Advisors, an estimated $10.6K sold.
Based on aggregated 13F filings for Q1 2026.