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Equibles

CLCG · Holdings ETF

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$29.39 +0.19 (+0.65%) At close · Oct 2
Volume · Oct 2 4085 Avg daily vol (3M) 2242

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 10
Total Value: $17,723,556
Total Shares: 612,086

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026
Top Holder
76.3%
Sep 2025 → Jun 2026 · range 76.3% – 95.1%
−4.6 pts
Top 5
95.1%
Sep 2025 → Jun 2026 · range 95.1% – 100.0%
−4.1 pts
Top 10
100.0%
Sep 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
5,923
Sep 2025 → Jun 2026 · range 5,923 – 9,070
Highly concentrated−712

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
2
Decreased
3
Sold Out
1
Unchanged
0
Holder count: +4
Institutional value: +30.7%
Shares held: +10.1%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Bare Financial Services, Inc +17,378 466,901
Range Financial Group LLC +7,597 22,844

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
OneAscent Wealth Management LLC −4,934 21,300
OSAIC HOLDINGS, INC. −306 4,129
OneAscent Financial Services LLC −140 42,445

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,547 $826,606
Valmark Advisers, Inc. 12,645 $366,148
PAX Financial Group, LLC 12,066 $349,383
Keating Financial Advisory Services, Inc. 762 $22,064
UBS Group AG 447 $12,943

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
TrustWell Financial Advisors, LLC 18,003 $439,093
Filter: New 5 Increased 2 Reduced 3 Sold out 1 Unchanged 0
Showing 10 of 10
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Bare Financial Services, Inc $13,519,585 76.28% 466,901
OneAscent Financial Services LLC $1,229,037 6.93% 42,445
SUSQUEHANNA INTERNATIONAL GROUP, LLP $826,606 4.66% 28,547
Range Financial Group LLC $661,470 3.73% 22,844
OneAscent Wealth Management LLC $616,762 3.48% 21,300
Valmark Advisers, Inc. $366,148 2.07% 12,645
PAX Financial Group, LLC $349,383 1.97% 12,066
OSAIC HOLDINGS, INC. $119,558 0.67% 4,129
Keating Financial Advisory Services, Inc. $22,064 0.12% 762
UBS Group AG $12,943 0.07% 447