Among active 13F managers last quarter, 3 opened and 11 added, while 6 reduced; the largest holder to move was Karpus Management, Inc. (+7.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
59 tracked 13F filers disclose a position in DMII as of the latest SEC 13F filings, a combined $377.6M 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 | Karpus Management, Inc. | 2.8M | $28.0M | ▲+7.3% Added · +190K sh | Q2 2026 | |
| 2 | Magnetar Financial LLC | 2.7M | $27.2M | —Held | Q2 2026 | |
| 3 | Highbridge Capital Management LLC | 2.2M | $22.6M | ▲+896% Added · +2.0M sh | Q2 2026 | |
| 4 | Healthcare Of Ontario Pension Plan Trust Fund | 2.0M | $20.0M | —Held | Q1 2026 | |
| 5 | Millennium Management LLC | 2.0M | $19.7M | ▲+32% Added · +476K sh | Q1 2026 | |
| 6 | Hudson Bay Capital Management LP | 2.0M | $19.8M | —Held | Q2 2026 | |
| 7 | Tenor Capital Management Co., L.P. | 1.5M | $15.1M | —Held | Q2 2026 | |
| 8 | Polar Asset Management Partners Inc. | 1.5M | $15.1M | —Held | Q2 2026 | |
| 9 | D. E. Shaw & Co., Inc. | 1.4M | $13.9M | ▲+39% Added · +390K sh | Q1 2026 | |
| 10 | AQR Arbitrage LLC | 1.1M | $11.4M | ▲+1.7% Added · +19K sh | Q2 2026 | |
| 11 | Aristeia Capital, L.L.C. | 1.1M | $11.1M | —Held | Q2 2026 | |
| 12 | Crossingbridge Advisors, LLC | 1.1M | $11.1M | ▲+214% Added · +750K sh | Q2 2026 | |
| 13 | First Trust Capital Management L.P. | 1.1M | $10.7M | —Held | Q2 2026 | |
| 14 | Davidson Kempner Capital Management LP | 1.0M | $10.1M | —Held | Q2 2026 | |
| 15 | Picton Mahoney Asset Management | 888K | $8.9M | ▲+1.5% Added · +13K sh | Q2 2026 | |
| 16 | Two Sigma Investments, LP | 887K | $8.8M | —Held | Q1 2026 | |
| 17 | Moore Capital Management, LP | 750K | $7.5M | —Held | Q2 2026 | |
| 18 | Context Capital Management, LLC | 750K | $7.5M | —Held | Q2 2026 | |
| 19 | Ghisallo Capital Management LLC | 750K | $7.5M | —Held | Q2 2026 | |
| 20 | Mercuria Capital Strategies, LLC | 750K | $7.5M | —Held | Q2 2026 | |
| 21 | HighTower Advisors, LLC | 715K | $7.1M | ▼−9.5% Reduced · −75K sh | Q1 2026 | |
| 22 | Westchester Capital Management, LLC | 622K | $6.3M | ▲+24% Added · +122K sh | Q2 2026 | |
| 23 | Radcliffe Capital Management, L.P. | 576K | $5.8M | —Held | Q2 2026 | |
| 24 | Heights Capital Management, Inc | 519K | $5.2M | —Held | Q2 2026 | |
| 25 | HBK Investments L P | 500K | $5.0M | —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, 3 funds opened a new position in DMII and 11 added to an existing one, while 6 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 |
|---|---|---|
| Cantor Equity Partners-CL ACEPF | 35 funds | $167.8M |
| Drugs Made In America Acq-RTDMIIR | 35 funds | $2.0M |
| Cantor Equity Partners-CL ACEPV | 34 funds | $95.4M |
| M3-Brigade Acquisition-CL AMBVI | 33 funds | $162.6M |
| Oxley Bridge Acquisitio-CL AOBA | 33 funds | $156.8M |
| Trailblazer Acquisition-CL ABLZR | 33 funds | $121.8M |
| Republic Digital Acquis-CL ARDAG | 32 funds | $142.7M |
| Eqv Ventures Acquisition C-AEVAC | 31 funds | $204.4M |
| Soulpower Acquisition Co-ASOUL | 31 funds | $185.8M |
| Apex Treasury Corp-CL AAPXT | 31 funds | $184.4M |
| Wen Acquisition Corp-AWENN | 31 funds | $159.2M |
| Pioneer Acquisition I-CL APACH | 31 funds | $134.1M |
Ranked by how many of DMII's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DMII.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 26, 2025 | Drugs Made In America Acquisition II LLC | 10% Owner | Buy (P) | 700K | — |
| Sep 26, 2025 | Drugs Made In America Acquisition II LLC | 10% Owner | Sell (S) | 8.0M | — |
| Sep 26, 2025 | Stockwell Lynn | CEO and Exe. Chair of Board, Director, 10% Owner | Buy (P) | 700K | — |
| Sep 26, 2025 | Stockwell Lynn | CEO and Exe. Chair of Board, Director, 10% Owner | Sell (S) | 8.0M | — |
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 | 14 | 11 | – |
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 |
|---|---|---|
| DMIIthis pageUSD ORD SHS | 59 funds | $377.6M |
| DMIIRSPACS | 53 funds | $2.7M |
| DMIIUUNIT 09/16/2030 | 10 funds | $34.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for DMII
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/DMII/capital-change-brief"
Use Arkolith's capital_change_brief for DMII. 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 DMII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.