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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | $1.1M | 332K | —Held | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $879K | 256K | ▲New +256K sh | Q1 2026 | |
| 3 | Prospera Financial Services Inc | $550K | 133K | —Held | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $380K | 110K | ▲New +110K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $294K | 85K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 6 | Advisory Services Network, LLC | $275K | 80K | —Held | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $254K | 74K | ▲New +74K sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $236K | 69K | ▼−0.3% Reduced · −200 sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $189K | 55K | ▲+13% Added · +7K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $168K | 49K | ▲New +49K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $162K | 47K | ▲+35% Added · +12K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $52K | 15K | ▲New +15K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $52K | 15K | —Held | Q1 2026 | |
| 14 | XTX Topco Ltd | $51K | 15K | ▼−42% Reduced · −11K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $41K | 12K | ▲New +12K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $38K | 11K | —Held | Q1 2026 | |
| 17 | UBS Group AG | $11K | 3K | ▼−59% Reduced · −5K sh | Q1 2026 | |
| 18 | NATIONAL BANK OF CANADA /FI/ | $5K | 1K | —Held | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $4K | 1K | —Held | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $1K | 410 | ▲+2.2% Added · +9 sh | Q1 2026 | |
| 21 | FMR LLC | $516 | 150 | ▲New +150 sh | Q1 2026 | |
| 22 | Arax Advisory Partners | Withheld | 10 | ▲+150% Added · +6 sh | Q1 2026 | |
| 23 | Larson Financial Group LLC | $3 | 1 | —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.
| 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 28, 2026 | McGrath Daniel Francis | Director | Grant (A) | 2K | $0 |
| Jan 28, 2026 | ELLIS THOMAS B | Director, 10% Owner | Grant (A) | 2K | $0 |
| Jan 28, 2026 | Bosco Michael | Director | Grant (A) | 2K | $0 |
| Jan 28, 2026 | HARRIS DONALD A | Director | Grant (A) | 14K | $0 |
| Jan 28, 2026 | Nesbit Stephen | Director | Grant (A) | 14K | $0 |
| Jan 28, 2026 | BELL DAVID ARTHUR | Director | Grant (A) | 14K | $0 |
| Jan 6, 2026 | PEGASUS CAPITAL LLC | 10% Owner | Sell (S) | 1.4M | $3.6M |
| Dec 1, 2025 | Koshewa Tamra L | Chief Financial Officer | Grant (A) | 100K | $0 |
| Jul 3, 2025 | Mudd David Ryan | Interim CFO | Grant (A) | 50K | $0 |
| Jul 3, 2025 | MILLS RICHARD C | Chief Executive Officer, Director | Grant (A) | 450K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $4.3B |
| APPLE INCAAPL | 7 funds | $2.1B |
| AMAZON.COM INCAMZN | 7 funds | $2.1B |
| MICROSOFT CORPMSFT | 7 funds | $1.4B |
| BROADCOM INCAVGO | 7 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 7 funds | $1.1B |
| TESLA INCTSLA | 7 funds | $987.8M |
| ALPHABET INC-CL CGOOG | 7 funds | $918.6M |
| JPMORGAN CHASE & COJPM | 7 funds | $910.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $727.7M |
| COSTCO WHOLESALE CORPCOST | 7 funds | $647.1M |
Ranked by how many of CREX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CREX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.