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5%+ stakes · Schedule 13D and 13G

Crossmark ETF Trust: 5%+ holders

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MentionFox check on Crossmark ETF Trust: only 2 sources on file so far (checked 6 November 2026). Run a full check before you rely on it. mentionfox.com/c/stakes/crossmark-etf-trust

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Who has reported owning 5% or more of Crossmark ETF Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, Crossmark ETF Trust has Schedule 13D or 13G filings on record, none whose latest reports a stake of 5% or more. 2 filings are on record since September 5, 2025 (Schedule 13G/A, October 6, 2025).

TRUIST FINANCIAL CORP also filed stake reports on 31 other companies ↓

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At 5% or more0
Filings2
Latest filing2025-10-06

Crossmark ETF Trust has 2 Schedule 13D or 13G filings on record since 2025-09-05. No holder's latest filing reports 5% or more. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Truist Financial Corp0.5%2,877SCHEDULE 13G/A, 2025-10-062025-09-30

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More on Crossmark ETF Trust and the records around it.

Companies that share a holder

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Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)

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What the Full Report on Crossmark ETF Trust covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    2 cited sources found

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Timeline

FiledHolderPercentFiling
2025-09-05Truist Financial Corp16.2%SCHEDULE 13G
2025-10-06Truist Financial Corp0.5%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/crossmark-etf-trust
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2
Who owns 5% or more of Crossmark ETF Trust? Stakes filed. MentionFox, 2026-11-06. https://mentionfox.com/stakes/crossmark-etf-trust