CLOI — VANECK ETF TRUST

Ownership history in Crossmark Global Holdings, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. reported a position in VANECK ETF TRUST (CLOI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q1)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 29,851 +839 +2.9% 0.02% $1.6M $51.70
2025 Q2 REDUCED 29,012 -199 -0.7% 0.02% $1.5M $50.83
2025 Q1 INITIATED 29,211 — — 0.03% $1.5M $50.00
% of Fund (quarterly)    CLOI price (monthly, adj. close)

Other funds also holding CLOI

As of 2025 Q4 — sorted by position size

Independence Asset Advisors, LLC 46.28% Deseret Mutual Benefit Administrators 3Y 6.25% Darwin Wealth Management, LLC 3Y 7Y 4.25% CWC Advisors, LLC. 3Y 7Y 3.37% Sugar Maple Asset Management, LLC 2.75% MPWM ADVISORY SOLUTIONS, LLC 2.7% Trademark Financial Management, LLC 2.66% TRUE Private Wealth Advisors 3Y 7Y 1.89% SYON CAPITAL LLC 1.76% WESPAC Advisors, LLC 3Y 7Y 1.54%
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