Charlton Aria Acquisition CHAR Institutional Ownership

NASDAQ CHAR

$10.97 -0.02 (-0.18%)

At close: Sep 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

27 Institutions

Increased 7 25.9%

Unchanged 14 51.9%

Reduced 6 22.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

74.25%

▼-0.57 pp QoQ

Shares Held by Institutions

8.14Mn

of 10.97Mn outstanding

▲+1.07% QoQ

Shares Outstanding

10.97Mn

2.82Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+86.00K

accumulated since last quarter

Value of Holdings

$89.31Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Charlton Aria Acquisition Corp (NASDAQ:CHAR) has 27 institutional investors with active 13F positions as of June 2026.

These investors held 74.2% of outstanding shares in June 2026, down from 74.8% in March 2026.
They increased total shares held in CHAR by 1.07% quarter over quarter, and investors in Charlton Aria Acquisition increased 8.0% from a year ago.
During the quarter, 7 of these 27 funds increased positions in CHAR, 6 reduced exposure, and 14 held steady.
Institutional investors collectively held 8.14Mn shares in Charlton Aria Acquisition as of June 2026, up by 86.0K shares quarter on quarter, and up 157.0K shares year over year.
Karpus Management, Inc. holds the largest position in CHAR at 1.41Mn shares as of June 30, 2026, or 12.87% of shares outstanding.
The most significant purchases of CHAR for the quarter ending June 2026 came from HIGHBRIDGE CAPITAL MANAGEMENT LLC (199.61K), SkyView Investment Advisors, LLC (30.0K), Westchester Capital Management, LLC (22.5K), ROBINSON CAPITAL MANAGEMENT, LLC (15.25K), WOLVERINE ASSET MANAGEMENT LLC (3.66K).
The largest sellers of Charlton Aria Acquisition for the quarter ending June 2026 were Hudson Bay Capital Management LP (125.4K), Toronto Dominion Bank (49.5K), Karpus Management, Inc. (7.46K), HEIGHTS CAPITAL MANAGEMENT, INC (6.02K), RIVERNORTH CAPITAL MANAGEMENT, LLC (184).
Business Quant data shows the 10 biggest positions in Charlton Aria Acquisition as of June 2026 are held by Karpus Management, Inc. (1.41Mn), Berkley W R Corp (878.98K), First Trust Capital Management L.P. (828.75K), MIZUHO SECURITIES USA LLC (791.39K), WOLVERINE ASSET MANAGEMENT LLC (671.38K), AQR Arbitrage LLC (498.03K), WHITEBOX ADVISORS LLC (399.0K), RIVERNORTH CAPITAL MANAGEMENT, LLC (299.33K), BOOTHBAY FUND MANAGEMENT, LLC (239.0K), Westchester Capital Management, LLC (222.5K).

Form 13F Holdings

26 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.14Mn

Of outstanding 74.25%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Karpus Management, Inc.	0001048703	1,410,653	12.87%	▼7,457	-0.53%	$15.21Mn
2	Berkley W R Corp	0000011544	878,975	8.02%	0	0.00%	$9.49Mn
3	First Trust Capital Management L.P.	0001604488	828,750	7.56%	0	0.00%	$8.95Mn
4	MIZUHO SECURITIES USA LLC	0000812291	791,386	7.22%	0	0.00%	$8.33Mn
5	WOLVERINE ASSET MANAGEMENT LLC	0001279891	671,375	6.12%	▲3,664	+0.55%	$7.25Mn
6	AQR Arbitrage LLC	0001167456	498,029	4.54%	▲2,677	+0.54%	$5.36Mn
7	WHITEBOX ADVISORS LLC	0001257391	399,000	3.64%	0	0.00%	$4.31Mn
8	RIVERNORTH CAPITAL MANAGEMENT, LLC	0001447578	299,329	2.73%	▼184	-0.06%	$3.27Mn
9	BOOTHBAY FUND MANAGEMENT, LLC	0001549230	239,000	2.18%	0	0.00%	$2.58Mn
10	Westchester Capital Management, LLC	0001512805	222,500	2.03%	▲22,500	+11.25%	$2.40Mn
11	Harraden Circle Investments, LLC	0001910592	200,000	1.82%	0	0.00%	$2.16Mn
12	HIGHBRIDGE CAPITAL MANAGEMENT LLC	0000919185	199,607	1.82%	▲199,607	0.00%	$2.16Mn
13	Hudson Bay Capital Management LP	0001393825	199,595	1.82%	▼125,405	-38.59%	$2.16Mn
14	Goldman Sachs Group Inc	0000886982	197,541	1.80%	0	0.00%	$2.13Mn
15	TWO SIGMA INVESTMENTS, LP	0001179392	187,500	1.71%	0	0.00%	$2.02Mn
16	Clear Street Group Inc.	0001881567	183,544	1.67%	▲874	+0.48%	$1.07Mn
17	Toronto Dominion Bank	0000947263	150,000	1.37%	▼49,500	-24.81%	$1.62Mn
17	D. E. Shaw & Co., Inc.	0001009207	150,000	1.37%	0	0.00%	$1.62Mn
18	Crossingbridge Advisors, LLC	0001770024	115,000	1.05%	0	0.00%	$1.24Mn
19	SONA ASSET MANAGEMENT (US) LLC	0001856405	100,000	0.91%	0	0.00%	$1.08Mn

Showing 1 to 20 of 26 holders