$ALDF

$10.80 -$0.18 (1.64%) Close

$ALDF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 29.9M shares outstanding

Who owns ALDF?

By type of holder

Institutions 76.7% Everyone else 23.3%

No insider has reported a holding in the last two years, so insiders are counted in "Everyone else".

Concentration Top 10 holders own 77.1%

Robert I. Kauffman 20.3% · Aldel Investors II LLC 19.9%

Institutional ownership

76.7%

+0.6 pts vs last qtr

Institutional holders

+2 vs last qtr

Net shares bought

+172.3K

by institutions in Q2 2026

New / sold out

4 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Mizuho Securities USA LLC +455.7K
Highbridge Capital Management LLC +370.7K

Biggest sellers in Q2 2026

Meteora Capital, LLC −354.0K
Fort Baker Capital Management LP −200.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Aldel Financial II Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Aldel Financial II Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years94% Under 1 year6%

Quarterly turnover

3.9%

of institutional shares changed hands

Top 10 managers, median time held

1.5 years

Super Investors

Investment managers reporting ALDF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
HC Harraden Circle Investments, LLC	2.4M	7.87%	Unchanged	2024	3.2%
Shares held by quarter Peak holding2.4M (Q3'25) Change over 8 quarters+2.4M Share of the company7.870% Harraden Circle Investments, LLC's full portfolio →
MF Magnetar Financial LLC	1.9M	6.36%	−4 (−0.0%)	2024	0.2%
Shares held by quarter Peak holding1.9M (Q4'24) Change over 8 quarters+1.9M Share of the company6.360% Magnetar Financial LLC's full portfolio →

Harraden Circle Investments, LLC

2.4M

% of company

7.87%

Change vs last qtr

Unchanged

Held since

2024

Magnetar Financial LLC

1.9M

% of company

6.36%

Change vs last qtr

−4 (−0.0%)

Held since

2024

25 more super investors behind a free account

See every manager holding Aldel Financial II Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ALDF on Form N-PORT; together they hold 0.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RO RiverNorth Opportunities Fund Inc. Rivernorth Opportunities Fund Inc.	$1.5M	140.0K	0.47%	0.45%	June 30, 2026
SO Special Opportunities Fund, Inc. Special Opportunities Fund, Inc.	$416K	38.9K	0.13%	0.24%	June 30, 2026

RiverNorth Opportunities Fund Inc.

Rivernorth Opportunities Fund Inc.

Position value

$1.5M

% of company

0.47%

% of the fund

0.45%

As of

June 30, 2026

Special Opportunities Fund, Inc.

Position value

$416K

% of company

0.13%

% of the fund

0.24%

As of

June 30, 2026

3 more funds behind a free account

See every fund holding Aldel Financial II Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RI Robert I. Kauffman 5%+ holder 13D · 20.2%	6.0M	20.25%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company20.250% Disclosed stake13D · 20.2% View the 13D/G filing →
AI Aldel Investors II LLC 5%+ holder 13D · 19.9%	5.9M	19.91%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company19.910% Disclosed stake13D · 19.9% View the 13D/G filing →

Robert I. Kauffman

5%+ holder13D · 20.2%

6.0M

% of company

20.25%

Change vs last qtr

—

Held since

—

Aldel Investors II LLC

5%+ holder13D · 19.9%

5.9M

% of company

19.91%

Change vs last qtr

—

Held since

—

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