Who owns CLCG?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CLCG from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 612,086 shares of CLCG worth $17.7M; the largest disclosed holder is Bare Financial Services, Inc. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$17.7M
value, 2026 filers
612,086
shares disclosed
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CLCG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bare Financial Services, Inc | 466,901 | $13.5M | 3.1% | — | +3.9% |
| 2 | OneAscent Financial Services LLC | 42,445 | $1.2M | 0.1% | — | -0.3% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 28,547 | $826,613 | 0.0% | — | new |
| 4 | Range Financial Group LLC | 22,844 | $661,475 | 0.2% | — | +49.8% |
| 5 | OneAscent Wealth Management LLC | 21,300 | $616,767 | 0.2% | — | -18.8% |
| 6 | Valmark Advisers, Inc.NEW | 12,645 | $366,151 | 0.0% | — | new |
| 7 | PAX Financial Group, LLCNEW | 12,066 | $349,386 | 0.1% | — | new |
| 8 | OSAIC HOLDINGS, INC. | 4,129 | $119,569 | 0.0% | — | -6.9% |
| 9 | Keating Financial Advisory Services, Inc.NEW | 762 | $22,065 | 0.0% | — | new |
| 10 | UBS Group AGNEW | 447 | $12,943 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.