$ALIS

$8.55 -$0.10 (1.16%) Close

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

Ownership

13F as of Q2 2026 · 8.4M shares outstanding

Who owns ALIS?

By type of holder

Institutions 65.1% Insiders 0.0% Everyone else 34.9%

Concentration Top 10 holders own 63.2%

Gai Na 17.4% · Zhang Dahe 8.6%

Institutional ownership

65.1%

-0.7 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

−54.6K

by institutions in Q2 2026

New / sold out

4 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Mizuho Securities USA LLC +343.1K
Berkley W R Corp +93.8K

Biggest sellers in Q2 2026

Logan Stone Capital, LLC SOLD OUT −165.9K
Centiva Capital, LP SOLD OUT −128.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Calisa Acquisition Corp in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Calisa Acquisition Corp.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

9.8%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting ALIS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Mizuho Securities USA LLC	548.7K	6.51%	+343.1K (+166.9%)	Q4 '25	0.1%
Shares held by quarter Peak holding548.7K (Q2'26) Change over 8 quarters+548.7K Share of the company6.510% Mizuho Securities USA LLC's full portfolio →
KM Karpus Management, Inc.	473.7K	5.62%	−26.7K (−5.3%)	Q4 '25	0.1%
Shares held by quarter Peak holding500.4K (Q4'25) Change over 8 quarters+473.7K Share of the company5.620% Karpus Management, Inc.'s full portfolio →

Mizuho Securities USA LLC

548.7K

% of company

6.51%

Change vs last qtr

+343.1K (+166.9%)

Held since

Q4 '25

Karpus Management, Inc.

473.7K

% of company

5.62%

Change vs last qtr

−26.7K (−5.3%)

Held since

Q4 '25

26 more super investors behind a free account

See every manager holding Calisa Acquisition Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ALIS on Form N-PORT; together they hold 1.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RO RiverNorth Opportunities Fund Inc. Rivernorth Opportunities Fund Inc.	$1.02M	100.0K	1.19%	0.31%	June 30, 2026
GM Global Multi-Strategy Fund Principal Funds, Inc	$70.3K	6.9K	0.08%	0.01%	August 31, 2026

RiverNorth Opportunities Fund Inc.

Rivernorth Opportunities Fund Inc.

Position value

$1.02M

% of company

1.19%

% of the fund

0.31%

As of

June 30, 2026

Global Multi-Strategy Fund

Principal Funds, Inc

Position value

$70.3K

% of company

0.08%

% of the fund

0.01%

As of

August 31, 2026

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
GN Gai Na 5%+ holder 13D · 17.4%	1.5M	17.43%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company17.430% Disclosed stake13D · 17.4% View the 13D/G filing →
ZD Zhang Dahe 5%+ holder 13D · 8.6%	723.5K	8.59%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.590% Disclosed stake13D · 8.6% View the 13D/G filing →

Gai Na

5%+ holder13D · 17.4%

1.5M

% of company

17.43%

Change vs last qtr

—

Held since

—

Zhang Dahe

5%+ holder13D · 8.6%

723.5K

% of company

8.59%

Change vs last qtr

—

Held since

—

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