Aldel Financial ALDFW Institutional Ownership

NASDAQ ALDFW

$0.26 +0.00 (+0.00%)

As of: Aug 19, 2026 · 10:03 AM EDT

Institutions by Trading Activity

32 Institutions

Increased 5 15.6%

Unchanged 19 59.4%

Reduced 8 25.0%

Ownership Statistics

13F · as of 31 Mar, 2026

Institutional Ownership

48.10%

▲+0.36 pp QoQ

Shares Held by Institutions

11.06Mn

of 23.00Mn outstanding

▲+0.74% QoQ

Shares Outstanding

23.00Mn

11.94Mn held outside 13F filers

Institutional Investors

filed 13F for Mar 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+81.78K

accumulated since last quarter

Value of Holdings

$2.89Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 31 Mar, 2026

Aldel Financial II Inc. (NASDAQ:ALDFW) has 32 institutional investors with active 13F positions as of March 2026.

Collectively, these holders controlled 48.1% of Aldel Financial's outstanding shares in March 2026, up from 47.7% in December 2025.
They increased total shares held in Aldel Financial by 0.74% from the prior quarter, while the number of investors in ALDFW increased 39.13% year over year.
Activity in ALDFW broke down as 5 buyers, 8 sellers, and 19 unchanged among 32 total holders.
Institutional investors collectively held 11.06Mn shares in Aldel Financial as of March 2026, up by 81.78K shares quarter on quarter, and up 3.59Mn shares year over year.
Harraden Circle Investments, LLC is the top holder of Aldel Financial as of March 31, 2026, with 2.84Mn shares representing 12.33% of outstanding stock.
Leading buyers of Aldel Financial shares for the quarter ending March 2026 were K2 PRINCIPAL FUND, L.P. (208.27K), Shaolin Capital Management LLC (101.23K), Harraden Circle Investments, LLC (84.37K), Toronto Dominion Bank (53.19K), UBS Group AG (96).
The largest sales of ALDFW for the quarter ending March 2026 came from Alberta Investment Management Corp (125.29K), CSS LLC/IL (112.18K), PICTON MAHONEY ASSET MANAGEMENT (50.0K), Hudson Bay Capital Management LP (46.18K), AQR Arbitrage LLC (23.02K).
Business Quant data shows the 10 biggest positions in Aldel Financial as of March 2026 are held by Harraden Circle Investments, LLC (2.84Mn), Magnetar Financial LLC (949.55K), AQR Arbitrage LLC (805.91K), LMR Partners LLP (600.0K), HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND (500.0K), Shaolin Capital Management LLC (487.39K), LINDEN ADVISORS LP (475.0K), Kepos Capital LP (443.73K), Wealthspring Capital LLC (432.49K), TENOR CAPITAL MANAGEMENT Co., L.P. (312.9K).

Form 13F Holdings

32 Institutional Holders

Report period 31 Mar, 2026

Total shares held 11.06Mn

Of outstanding 48.10%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Harraden Circle Investments, LLC	0001910592	2,835,799	12.33%	▲84,370	+3.07%	$907.46K
2	Magnetar Financial LLC	0001352851	949,549	4.13%	0	0.00%	$303.86K
3	AQR Arbitrage LLC	0001167456	805,912	3.50%	▼23,023	-2.78%	$282.07K
4	LMR Partners LLP	0001578621	600,000	2.61%	0	0.00%	$210.00K
5	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0001535845	500,000	2.17%	0	0.00%	$147.00K
6	Shaolin Capital Management LLC	0001766806	487,389	2.12%	▲101,231	+26.21%	$170.59K
7	LINDEN ADVISORS LP	0001279396	475,000	2.07%	0	0.00%	$152.00K
8	Kepos Capital LP	0001512020	443,729	1.93%	0	0.00%	$142
9	Wealthspring Capital LLC	0001844495	432,491	1.88%	▼1,697	-0.39%	$112.49K
10	TENOR CAPITAL MANAGEMENT Co., L.P.	0001346554	312,900	1.36%	0	0.00%	$109.52K
11	Westchester Capital Management, LLC	0001512805	312,499	1.36%	0	0.00%	$81.28K
12	BNP PARIBAS FINANCIAL MARKETS	0001166588	302,657	1.32%	0	0.00%	$96.85K
13	RIVERNORTH CAPITAL MANAGEMENT, LLC	0001447578	299,743	1.30%	0	0.00%	$104.91K
14	PERISCOPE CAPITAL INC.	0001695320	275,000	1.20%	0	0.00%	$88.00K
15	Toronto Dominion Bank	0000947263	263,872	1.15%	▲53,186	+25.24%	$92.36K
16	PICTON MAHONEY ASSET MANAGEMENT	0001539041	225,000	0.98%	▼50,000	-18.18%	$78.75K
17	K2 PRINCIPAL FUND, L.P.	0001461790	208,269	0.91%	▲208,269	0.00%	$54.15K
18	WHITEBOX ADVISORS LLC	0001257391	200,000	0.87%	0	0.00%	$70.00K
19	GRITSTONE ASSET MANAGEMENT LLC	0001964236	197,106	0.86%	0	0.00%	$68.99K
20	Clear Street Group Inc.	0001881567	136,626	0.59%	0	0.00%	$47.82K

Showing 1 to 20 of 32 holders