Latest Period
Q1 2026
Security Snapshot
Charlton Aria Acquisition Corp - Common (CHAR) Institutional Ownership
CUSIP: G9877L107
13F Institutional Holders and Ownership History from Q4 2024 to Q1 2026
Institutions Reporting
27
Shares (Excl. Options)
8,203,575
Price
$10.57
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- Security type / class
- Equity / Common
- Symbol
- CHAR on Nasdaq
- Shares outstanding
- 10,965,266
- Reported price per share
- $10.80
- Price from insider filings
- $10.80
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 8,203,575
- Total reported value
- $85,813,866
- Portfolio coverage rank
- 0%
- Share change
- +246,013
- Value change
- +$2,610,617
- Number of holders
- 27
Security identity
Issuer context
Latest holder snapshot
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- CHAR - Charlton Aria Acquisition Corp - Common is tracked under CUSIP G9877L107.
- 27 institutions reported positions in Q1 2026.
- 11 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 25 to 27 between Q4 2025 and Q1 2026.
- Reported value moved from $79,835,055 to $85,813,866.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 27 institutions filings for Q1 2026.
Security key
G9877L107
Latest holder period
Q1 2026
13F holders
27
13D/G owners
11
CIK / CUSIP context first
Open Q1 2026 holders
CHAR full holder history
Charlton Aria Acquisition Corp SEC filings
Charlton Aria Acquisition Corp company facts
Charlton Aria Acquisition Corp insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP G9877L107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
11
Security
CHAR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| ST Sponsor II Ltd | 20% | $21,794,400 | 2,160,000 | ST Sponsor II Limited | 13 May 2025 | |||
| Karpus Management, Inc. | 13% | -8.3% | $14,949,780 | -$1,318,704 | 1,443,029 | -8.1% | KARPUS MANAGEMENT, INC. | 30 Sep 2025 |
| First Trust Capital Management L.P. | 9% | +25% | $8,072,000 | 800,000 | 0% | First Trust Capital Management L.P. | 31 Mar 2025 | |
| BERKLEY W R CORP | 8.3% | $7,559,151 | 735,326 | W. R. Berkley Corporation | 30 Sep 2025 | |||
| MIZUHO FINANCIAL GROUP INC | 8.3% | +1.2% | $7,519,820 | +$63,366 | 731,500 | +0.85% | Mizuho Financial Group, Inc. | 30 Jun 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | 8.1% | +44% | $7,263,791 | +$2,330,790 | 719,900 | +47% | WOLVERINE ASSET MANAGEMENT LLC | 31 Mar 2025 |
| AQR CAPITAL MANAGEMENT LLC | 6.1% | $5,455,693 | 540,703 | AQR Capital Management, LLC | 31 Dec 2024 | |||
| ATW SPAC MANAGEMENT LLC | 4.9% | -20% | $4,548,040 | -$1,036,000 | 439,000 | -19% | Kerry Propper | 30 Sep 2025 |
| WHITEBOX ADVISORS LLC | 4.5% | $4,025,910 | 399,000 | WHITEBOX ADVISORS LLC | 31 Dec 2024 | |||
| TD SECURITIES (USA) LLC | 3.8% | -43% | $3,476,163 | -$2,672,181 | 339,967 | -43% | TD SECURITIES (USA) LLC | 30 Jun 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | 3.4% | $3,076,340 | 304,890 | Boothbay Fund Management LLC | 31 Mar 2025 |
As of 31 Mar 2026, 27 institutional investors reported holding 8,203,575 shares of Charlton Aria Acquisition Corp - Common (CHAR). This represents 75% of the company’s total 10,965,266 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
75%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 13% | 1,418,110 | -0.41% | 0.47% | $14,989,423 |
| BERKLEY W R CORP | 8% | 878,975 | +19% | 0.5% | $9,303,950 |
| First Trust Capital Management L.P. | 7.6% | 828,750 | 0% | 0.46% | $8,768,175 |
| MIZUHO SECURITIES USA LLC | 7.2% | 791,386 | +0.01% | 0.2% | $8,325,381 |
| WOLVERINE ASSET MANAGEMENT LLC | 6.1% | 667,711 | -10% | 0.11% | $7,057,705 |
| AQR Arbitrage LLC | 4.5% | 495,352 | -5.7% | 0.09% | $5,235,871 |
| WHITEBOX ADVISORS LLC | 3.6% | 399,000 | 0% | 0.06% | $4,221,420 |
| Hudson Bay Capital Management LP | 3% | 325,000 | 0% | 0.02% | $3,435,250 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.7% | 299,513 | 0% | 0.16% | $3,168,848 |
| BOOTHBAY FUND MANAGEMENT, LLC | 2.2% | 239,000 | -14% | 0.06% | $2,528,620 |
| Westchester Capital Management, LLC | 1.8% | 200,000 | 0% | 0.1% | $2,114,000 |
| Harraden Circle Investments, LLC | 1.8% | 200,000 | 0.42% | $2,116,000 | |
| TORONTO DOMINION BANK | 1.8% | 199,500 | -0.25% | 0% | $2,110,710 |
| GOLDMAN SACHS GROUP INC | 1.8% | 197,541 | 0% | 0% | $2,088,008 |
| TWO SIGMA INVESTMENTS, LP | 1.7% | 187,500 | 0% | 0% | $1,981,875 |
| Clear Street Group Inc. | 1.7% | 182,670 | 0% | 0.01% | $1,033,349 |
| D. E. Shaw & Co., Inc. | 1.4% | 150,000 | 0% | 0% | $1,585,500 |
| Crossingbridge Advisors, LLC | 1% | 115,000 | 0% | 0.22% | $1,215,550 |
| SONA ASSET MANAGEMENT (US) LLC | 0.91% | 100,000 | 0.04% | $1,058,000 | |
| Warberg Asset Management LLC | 0.9% | 98,664 | -0% | 0.31% | $1,042,878 |
| Radcliffe Capital Management, L.P. | 0.69% | 75,151 | 0% | 0.06% | $795,473 |
| GLAZER CAPITAL, LLC | 0.45% | 49,824 | -0.83% | 0.01% | $527,000 |
| HEIGHTS CAPITAL MANAGEMENT, INC | 0.36% | 40,000 | 0% | 0.12% | $422,800 |
| BNP PARIBAS FINANCIAL MARKETS | 0.28% | 30,388 | 0% | 0% | $321,201 |
| ABC ARBITRAGE SA | 0.18% | 20,000 | 0% | 0.03% | $211,600 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 8,203,575 | $85,813,866 | +$2,610,617 | $10.57 | 27 |
| 2025 Q4 | 7,744,504 | $79,835,055 | -$118,475 | $10.46 | 25 |
| 2025 Q3 | 8,103,368 | $82,773,536 | +$502,779 | $10.36 | 26 |
| 2025 Q2 | 7,984,121 | $81,995,798 | +$2,183,501 | $10.28 | 25 |
| 2025 Q1 | 7,766,214 | $78,244,597 | +$830,939 | $10.09 | 22 |
| 2024 Q4 | 7,689,734 | $76,547,189 | +$76,547,189 | $9.96 | 23 |