Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position). Over the last 180 days, 1 insider bought and none sold, a net +$39K in open-market trades.
Funds lean in and no leg opposes.
4 tracked 13F filers disclose a position in CWBHF as of the latest SEC 13F filings, a combined $317 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 | 300 | $215 | ▲New +300 sh | Q1 2026 | |
| 2 | Financial Gravity Companies, Inc. | 208 | $68 | ▲New +208 sh | Q2 2026 | |
| 3 | Main Street Group, LTD | 100 | $33 | —Held | Q2 2026 | |
| 4 | Leo H. Evart, Inc. | 3 | $1 | —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, 2 funds opened a new position in CWBHF, 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 | 3 funds | $77.8M |
| Vanguard Value ETFVTV | 3 funds | $67.0M |
| Microsoft CorpMSFT | 3 funds | $55.0M |
| Schwab Intl Equity ETFSCHF | 3 funds | $29.9M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $28.7M |
| Vanguard Small-Cap ETFVB | 3 funds | $22.6M |
| Apple IncAAPL | 3 funds | $22.0M |
| Vanguard Real Estate ETFVNQ | 3 funds | $21.2M |
| Vanguard Mid-Cap ETFVO | 3 funds | $18.6M |
| Schwab US Large-Cap GrowthSCHG | 3 funds | $11.6M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $10.8M |
| Vanguard Health Care ETFVHT | 3 funds | $9.6M |
Ranked by how many of CWBHF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CWBHF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 3, 2026 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) | 138K | $39K |
| Sep 2, 2025 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) | 229K | $23K |
| May 30, 2025 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) 3 lots, same day | 227K | $25K |
| Sep 3, 2024 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) | 125K | $19K |
| Aug 30, 2024 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) | 2K | $347 |
| Aug 29, 2024 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) | 8K | $1K |
| Aug 28, 2024 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) | 10K | $1K |
| Aug 27, 2024 | Kunkel Raymond J. | Chief Operating Officer | Buy (P) | 2K | $280 |
| Jul 2, 2024 | Morga Alicia | Insider | Sell (S) | 510K | $82K |
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 | 0 | 0 | – |
Insiders Form 4 open-market | 1 | 0 | +$39K |
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 CWBHF
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/CWBHF/capital-change-brief"
Use Arkolith's capital_change_brief for CWBHF. 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 CWBHF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.