Among active 13F managers last quarter, 4 opened and 1 added, while 4 reduced; the largest holder to move was Perkins Capital Management Inc (new position). Over the last 180 days, 2 insiders bought and none sold, a net +$800K in open-market trades.
The legs disagree, or only one of them leans.
31 tracked 13F filers disclose a position in CREX as of the latest SEC 13F filings, a combined $8.8M 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 | Cerity Partners LLC | 332K | $1.1M | —Held | Q1 2026 | |
| 2 | Perkins Capital Management Inc | 300K | $1.2M | ▲New +300K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 285K | $1.2M | ▲+12% Added · +29K sh | Q2 2026 | |
| 4 | Union Square Park Capital Management, LLC | 253K | $1.0M | ▲New +253K sh | Q2 2026 | |
| 5 | AWM Investment Company, Inc. | 200K | $826K | ▲New +200K sh | Q2 2026 | |
| 6 | Prospera Financial Services Inc | 133K | $550K | —Held | Q2 2026 | |
| 7 | Raymond James Financial Inc | 110K | $380K | ▲New +110K sh | Q1 2026 | |
| 8 | Advisory Services Network, LLC | 80K | $275K | —Held | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 78K | $323K | ▼−8.3% Reduced · −7K sh | Q2 2026 | |
| 10 | Renaissance Technologies LLC | 69K | $236K | ▼−0.3% Reduced · −200 sh | Q1 2026 | |
| 11 | Rothschild Wealth LLC | 64K | $266K | ▼−0.9% Reduced · −600 sh | Q2 2026 | |
| 12 | Sargent Investment Group, LLC | 57K | $234K | ▲+0.4% Added · +250 sh | Q2 2026 | |
| 13 | Dimensional Fund Advisors LP | 55K | $189K | ▲+13% Added · +7K sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 49K | $203K | ▲+0.7% Added · +327 sh | Q2 2026 | |
| 15 | Goldman Sachs Group Inc | 47K | $162K | ▲+35% Added · +12K sh | Q1 2026 | |
| 16 | Citadel Advisors LLC | 42K | $172K | ▼−44% Reduced · −32K sh | Q2 2026 | |
| 17 | BlackRock, Inc. | 32K | $133K | ▲New +32K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 15K | $52K | ▲New +15K sh | Q1 2026 | |
| 19 | Commonwealth Equity Services, LLC | 15K | $52K | —Held | Q1 2026 | |
| 20 | XTX Topco Ltd | 15K | $51K | ▼−42% Reduced · −11K sh | Q1 2026 | |
| 21 | Morgan Stanley | 12K | $41K | ▲New +12K sh | Q1 2026 | |
| 22 | State Street Corp | 11K | $46K | —Held | Q2 2026 | |
| 23 | UBS Group AG | 3K | $11K | ▼−59% Reduced · −5K sh | Q1 2026 | |
| 24 | National Bank Of Canada | 1K | $5K | —Held | Q1 2026 | |
| 25 | Osaic Holdings, Inc. | 1K | $4K | —Held | 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, 4 funds opened a new position in CREX and 1 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Mills Richard C | Chief Executive Officer, Director | Buy (P) | 200K | $700K |
| Jun 30, 2026 | Koshewa Tamra L | Chief Financial Officer | Buy (P) | 29K | $100K |
| Jan 6, 2026 | Pegasus Capital Llc | 10% Owner | Sell (S) | 1.4M | $3.6M |
| Jun 2, 2025 | Mills Richard C | Chief Executive Officer, Director | Buy (P) | 16K | $52K |
| Jan 23, 2024 | Lytton Laurence W | 10% Owner | Sell (S) | 5K | $16K |
| Jan 22, 2024 | Lytton Laurence W | 10% Owner | Sell (S) | 5K | $13K |
| Jan 18, 2024 | Lytton Laurence W | 10% Owner | Sell (S) | 5K | $12K |
| Dec 12, 2023 | Lytton Laurence W | 10% Owner | Buy (P) | 10K | $19K |
| Dec 8, 2023 | Lytton Laurence W | 10% Owner | Buy (P) | 1K | $2K |
| Aug 21, 2023 | Logan William Lindsey IV | Chief Financial Officer | Buy (P) | 13K | $25K |
| Aug 21, 2023 | Mills Richard C | Chief Executive Officer, Director | Buy (P) | 50K | $100K |
| Aug 23, 2022 | Mills Richard C | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 15K | $10K |
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 | 6 | 8 | – |
Insiders Form 4 open-market | 2 | 0 | +$800K |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for CREX
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/CREX/capital-change-brief"
Use Arkolith's capital_change_brief for CREX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CREX. Filings are public domain, sourced to SEC EDGAR.