TDWD

Tailwind 2.0 Acquisitio-CL A Cross-source read$10.10 0.00%
FinancialsCUSIP G8662J111· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 5 added, while 5 reduced; the largest holder to move was D. E. Shaw & Co., Inc. (+13%). No recent Form 4 insider filings for TDWD.

Tracked 13F holders
46
36 in Q2 2026 filings
13F value (tracked)
$137.9M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
9 adding · 5 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$10.10 0.00%1Y +2.4%
$9.83$9.90$9.97$10.05$10.12Dec 2025Feb 2026MarMayJulSep2710775
Hover for who · click for detailEnd-of-day closing prices52w $9.85 – $10.10

Who owns TDWD?

46 tracked 13F filers · ranked by shares held

46 tracked 13F filers disclose a position in TDWD as of the latest SEC 13F filings, a combined $137.9M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Adage Capital Partners GP, L.L.C.1.4M
$13.4M
Held
Q1 2026
2D. E. Shaw & Co., Inc.843K
$8.4M
+13%
Added · +100K sh
Q1 2026
3Centiva Capital, LP702K
$7.0M
Held
Q2 2026
4Linden Advisors LP700K
$7.0M
Held
Q1 2026
5Tenor Capital Management Co., L.P.650K
$6.5M
Held
Q2 2026
6Verition Fund Management LLC582K
$5.8M
−0.5%
Reduced · −3K sh
Q2 2026
7Radcliffe Capital Management, L.P.501K
$5.0M
+4.2%
Added · +20K sh
Q2 2026
8Picton Mahoney Asset Management500K
$5.0M
Held
Q2 2026
9AQR Arbitrage LLC426K
$4.3M
+0.8%
Added · +4K sh
Q2 2026
10Rivernorth Capital Management, LLC400K
$4.0M
Held
Q2 2026
11Polar Asset Management Partners Inc.400K
$4.0M
Held
Q2 2026
12First Trust Capital Management L.P.400K
$4.0M
Held
Q2 2026
13Schonfeld Strategic Advisors LLC400K
$4.0M
−2.0%
Reduced · −8K sh
Q2 2026
14Magnetar Financial LLC400K
$4.0M
Held
Q2 2026
15Healthcare Of Ontario Pension Plan Trust Fund400K
$4.0M
Held
Q1 2026
16Commonwealth Of Pennsylvania Public School Empls Retrmt Sys400K
$4.0M
Held
Q1 2026
17Aristeia Capital, L.L.C.300K
$3.0M
Held
Q2 2026
18Hudson Bay Capital Management LP300K
$3.0M
Held
Q2 2026
19Alberta Investment Management Corp300K
$3.0M
Held
Q2 2026
20Shaolin Capital Management LLC291K
$2.9M
−27%
Reduced · −109K sh
Q2 2026
21Lineage Point Capital LP290K
$2.9M
Held
Q2 2026
22BNP Paribas Financial Markets279K
$2.8M
+10%
Added · +26K sh
Q1 2026
23Periscope Capital Inc.275K
$2.8M
Held
Q2 2026
24Two Sigma Investments, LP272K
$2.7M
Held
Q1 2026
25Parallax Volatility Advisers, L.P.260K
$2.6M
−47%
Reduced · −230K 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.

Is TDWD being bought or sold by institutions?

Last quarter, 4 funds opened a new position in TDWD and 5 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
5
added to an existing position
Reduced
5
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own TDWD also own

CompanyCo-held byTheir position there
Dynamix Corp III-CL ADNMX35 funds$115.7M
Evolution Global Acquis-CL AEVOX33 funds$153.7M
Apex Treasury Corp-CL AAPXT32 funds$195.1M
Crane Harbor Acquisitio-CL ACRAN32 funds$182.6M
Trailblazer Acquisition-CL ABLZR32 funds$141.2M
Pioneer Acquisition I-CL APACH32 funds$136.1M
Eqv Ventures Acquisition C-AEVAC31 funds$253.7M
Cantor Equity Partners-CL ACEPF31 funds$203.9M
Republic Digital Acquis-CL ARDAG31 funds$148.8M
Oxley Bridge Acquisitio-CL AOBA31 funds$142.1M
Cal Redwood Acquisit-CL ACRAQ31 funds$136.1M
CSLM Digital Asset Acqu - AKOYN31 funds$125.2M

Ranked by how many of TDWD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TDWD.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
68
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
TDWD is in Financials, which smart money is rotating OUT OF
$31.5B

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.

Institutional ownership over time

36 tracked filers in Q2 2026 filingsstill filing
02142Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $93.0M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
TDWDthis pageORD SHS CL A46 funds$137.9M
TDWDRSPACS39 funds$2.0M
TDWDUUnit11 funds$10.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for TDWD

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Ask your agent what changed in TDWD

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TDWD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TDWD.
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 TDWD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.