Latest Period
Q4 2025
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
25
Shares (Excl. Options)
7,744,504
Price
$10.46
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- Type / Class
- Equity / Common
- Symbol
- CHAR on Nasdaq
- Shares outstanding
- 10,965,266
- Price per share
- $10.61
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 7,744,504
- Total reported value
- $79,835,055
- % of total 13F portfolios
- 0%
- Share change
- -11,280
- Value change
- -$118,475
- Number of holders
- 25
- Price from insider filings
- $10.61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- CHAR - Charlton Aria Acquisition Corp - Common is tracked under CUSIP G9877L107.
- 25 institutions reported positions in Q4 2025.
- 11 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 25 to 3 between Q4 2025 and Q1 2026.
- Reported value moved from $79,835,055 to $8,312,183.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 25 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP G9877L107?
CUSIP G9877L107 identifies CHAR - Charlton Aria Acquisition Corp - Common in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP G9877L107:
Significant Owners of Charlton Aria Acquisition Corp - Common (CHAR) based on Schedule 13D/G filings
| 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 Dec 2025, 25 institutional investors reported holding 7,744,504 shares of Charlton Aria Acquisition Corp - Common (CHAR). This represents 71% of the company’s total 10,965,266 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Charlton Aria Acquisition Corp - Common (CHAR) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 13% | 1,423,967 | -1.3% | 0.46% | $14,894,695 |
| First Trust Capital Management L.P. | 7.6% | 828,750 | 0% | 0.53% | $8,660,438 |
| MIZUHO SECURITIES USA LLC | 7.2% | 791,298 | 0% | 0.13% | $8,166,195 |
| WOLVERINE ASSET MANAGEMENT LLC | 6.8% | 744,425 | -2% | 0.11% | $7,801,574 |
| BERKLEY W R CORP | 6.7% | 736,229 | +0.12% | 0.43% | $7,700,955 |
| AQR Arbitrage LLC | 4.8% | 525,203 | 0% | 0.12% | $5,504,127 |
| WHITEBOX ADVISORS LLC | 3.6% | 399,000 | 0% | 0.07% | $4,169,550 |
| Hudson Bay Capital Management LP | 3% | 325,000 | 0% | 0.02% | $3,406,000 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2.7% | 299,513 | -0.08% | 0.15% | $3,132,906 |
| BOOTHBAY FUND MANAGEMENT, LLC | 2.5% | 276,607 | 0% | 0.08% | $2,890,543 |
| TORONTO DOMINION BANK | 1.8% | 200,000 | 0% | 0% | $2,090,000 |
| Westchester Capital Management, LLC | 1.8% | 200,000 | 0% | 0.1% | $2,096,000 |
| GOLDMAN SACHS GROUP INC | 1.8% | 197,541 | +0.02% | 0% | $2,066,279 |
| TWO SIGMA INVESTMENTS, LP | 1.7% | 187,500 | 0% | 0% | $1,961,250 |
| D. E. Shaw & Co., Inc. | 1.4% | 150,000 | 0% | 0% | $1,572,000 |
| Crossingbridge Advisors, LLC | 1% | 115,000 | 0% | 0.03% | $115,000 |
| Warberg Asset Management LLC | 0.9% | 98,665 | 0% | 0.31% | $1,034,009 |
| Radcliffe Capital Management, L.P. | 0.69% | 75,151 | +0.13% | 0.04% | $787,582 |
| Glazer Capital, LLC | 0.46% | 50,242 | +5.3% | 0.01% | $526,000 |
| MANGROVE PARTNERS IM, LLC | 0.42% | 45,888 | 0% | 0.04% | $479,530 |
| HEIGHTS CAPITAL MANAGEMENT, INC | 0.36% | 40,000 | 0% | 0.16% | $419,200 |
| ABC ARBITRAGE SA | 0.18% | 20,000 | 0.02% | $209,000 | |
| ROBINSON CAPITAL MANAGEMENT, LLC | 0.13% | 14,466 | 0% | 0.06% | $151,604 |
| MORGAN STANLEY | 0% | 49 | +11% | 0% | $513 |
| METEORA CAPITAL, LLC | 0% | 10 | 0% | $105 |
Institutional Holders of Charlton Aria Acquisition Corp - Common (CHAR) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 786,375 | $8,312,183 | -$810,878 | $10.57 | 3 |
| 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 |