Among active 13F managers last quarter, 1 opened and 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 +$692K in open-market trades.
Funds lean in and no leg opposes.
1 tracked 13F filer discloses a position in CPEFX as of the latest SEC 13F filings, a combined $3.3M 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 | 160K | $3.3M | ▲New +160K sh | Q1 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 CPEFX, 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 |
|---|---|---|
| Vanguard Growth ETFVUG | 1 funds | $71.6M |
| Strive Total Return Bond ETFSTXT | 1 funds | $71.5M |
| Dimensional Short DurationDFSD | 1 funds | $62.1M |
| Vanguard Value ETFVTV | 1 funds | $59.7M |
| Avantis US Mid Cap Eq ETFAVMC | 1 funds | $55.1M |
| Dimensional International CoDFAI | 1 funds | $54.3M |
| Microsoft CorpMSFT | 1 funds | $46.1M |
| Fidelity High Dividend ETFFDVV | 1 funds | $40.7M |
| Vanguard Large-Cap ETFVV | 1 funds | $39.4M |
| Strive Enhanced Income ShortBUXX | 1 funds | $36.9M |
| Strive Em Markets Ex-ChinaSTXE | 1 funds | $32.2M |
Ranked by how many of CPEFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPEFX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 15, 2026 | Garcia Dominic Jerome | Director | Buy (P) | 9K | $192K |
| Mar 25, 2026 | Worley Matthew Eugene | Director | Buy (P) | 24K | $500K |
| Feb 18, 2026 | Garcia Dominic Jerome | Director | Buy (P) | 27K | $548K |
| Jul 10, 2025 | Nesbitt Stephen Lane | President/Interested Trustee, Director | Buy (P) | 53K | $1.0M |
| Jan 24, 2025 | Williams Paul Jay | Director | Buy (P) | 9K | $160K |
| Jul 19, 2024 | Williams Paul Jay | Director | Buy (P) | 4K | $60K |
| Mar 22, 2024 | Williams Paul Jay | Director | Buy (P) | 3K | $46K |
| Mar 21, 2024 | Williams Paul Jay | Director | Buy (P) | 12K | $170K |
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 | 0 | 0 | – |
Insiders Form 4 open-market | 2 | 0 | +$692K |
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 CPEFX
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/CPEFX/capital-change-brief"
Use Arkolith's capital_change_brief for CPEFX. 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 CPEFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.