Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position). Over the last 180 days, 2 insiders bought and none sold, a net +$715K in open-market trades.
Funds lean in and no leg opposes.
3 tracked 13F filers disclose a position in CCLFX as of the latest SEC 13F filings, a combined $5.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | 274K | $2.9M | ▲New +274K sh | Q1 2026 | |
| 2 | Financial Gravity Companies, Inc. | 223K | $2.3M | ▲+4.8% Added · +10K sh | Q2 2026 | |
| 3 | Yousif Capital Management, LLC | 10K | $106K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in CCLFX and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 3 funds | $461.2M |
| Apple IncAAPL | 3 funds | $449.3M |
| Microsoft CorpMSFT | 3 funds | $328.2M |
| Amazon.com IncAMZN | 3 funds | $244.0M |
| Alphabet Inc-CL AGOOGL | 3 funds | $206.8M |
| Alphabet Inc-CL CGOOG | 3 funds | $173.7M |
| Broadcom IncAVGO | 3 funds | $172.8M |
| Micron Technology IncMU | 3 funds | $136.8M |
| Meta Platforms Inc-Class AMETA | 3 funds | $130.6M |
| Tesla IncTSLA | 3 funds | $129.6M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $109.6M |
| JPMorgan Chase & CoJPM | 3 funds | $98.3M |
Ranked by how many of CCLFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CCLFX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 40K | $415K |
| Apr 1, 2026 | Worley Matthew Eugene | Director | Buy (P) | 28K | $300K |
| Jan 9, 2026 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 29K | $300K |
| Dec 11, 2025 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 656K | $7.0M |
| Nov 25, 2025 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 778K | $8.3M |
| Jul 10, 2025 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 331K | $3.5M |
| May 7, 2025 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 2.0M | $21.3M |
| Nov 20, 2024 | Garcia Dominic Jerome | Director | Buy (P) | 28K | $300K |
| Sep 13, 2024 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 459K | $5.0M |
| Jul 19, 2024 | Williams Paul Jay | Director | Buy (P) 2 lots, same day | 18K | $190K |
| Jul 15, 2024 | Corebridge Financial, Inc. | Insider | Buy (P) 5 lots, same day | 24.3M | — |
| Dec 19, 2023 | American International Group, Inc. | 10% Owner | Buy (P) 2 lots, same day | 89.0M | — |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 0 | – |
Insiders Form 4 open-market | 2 | 0 | +$715K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CCLFX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CCLFX/capital-change-brief"
Use Arkolith's capital_change_brief for CCLFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CCLFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.