Among active 13F managers last quarter, 3 opened and 1 reduced; the largest holder to move was Millennium Management LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
10 tracked 13F filers disclose a position in CMIIU as of the latest SEC 13F filings, a combined $11.7M 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 | Millennium Management LLC | 350K | $3.5M | ▲New +350K sh | Q1 2026 | |
| 2 | Toronto Dominion Bank | 269K | $2.7M | ▲New +269K sh | Q1 2026 | |
| 3 | Wealthspring Capital LLC | 181K | $1.9M | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 4 | Westchester Capital Management, LLC | 150K | $1.6M | —Held | Q2 2026 | |
| 5 | Calamos Advisors LLC | 75K | $809K | —Held | Q2 2026 | |
| 6 | Clear Street Group Inc. | 67K | $381K | ▲+66% Added · +27K sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 30K | $298K | ▲New +30K sh | Q1 2026 | |
| 8 | Quarry LP | 25K | $264K | —Held | Q2 2026 | |
| 9 | Alyeska Investment Group, L.P. | 23K | $246K | ▲New +23K sh | Q2 2026 | |
| 10 | Arax Advisory Partners | 2K | $18K | ▲New +2K sh | 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, 3 funds opened a new position in CMIIU, while 1 reduced. 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 |
|---|---|---|
| Silverbox Corp IV-ASBXD | 7 funds | $15.8M |
| Warner Bros Discovery IncWBD | 6 funds | $1.4B |
| L3harris Technologies IncLHX | 6 funds | $201.1M |
| Roku IncROKU | 6 funds | $150.6M |
| Nvidia CorpNVDA | 5 funds | $3.8B |
| Microsoft CorpMSFT | 5 funds | $2.5B |
| Meta Platforms Inc-Class AMETA | 5 funds | $2.4B |
| Amazon.com IncAMZN | 5 funds | $1.9B |
| Norfolk Southern CorpNSC | 5 funds | $1.6B |
| Broadcom IncAVGO | 5 funds | $1.5B |
| Electronic Arts IncEA | 5 funds | $1.1B |
| Tesla IncTSLA | 5 funds | $1.0B |
Ranked by how many of CMIIU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CMIIU.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 12, 2026 | Columbus Circle 2 Sponsor Corp Llc | 10% Owner | Buy (P) | 265K | $2.6M |
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 | 1 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| CMIIUSD CL A ORD SHS | 42 funds | $184.2M |
| CMIIWWarrant | 40 funds | $7.2M |
| CMIIUthis pageUnit | 10 funds | $11.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CMIIU
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/CMIIU/capital-change-brief"
Use Arkolith's capital_change_brief for CMIIU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CMIIU. Filings are public domain, sourced to SEC EDGAR.