Charlton Aria Acquisition Corp - Common (CHAR)

Historical Holders from Q4 2024 to Q3 2025

Type / Class
Equity / Common
Symbol
CHAR on Nasdaq
Shares outstanding
10,965,266
Price per share
$10.40
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,103,368
Total reported value
$82,773,536
% of total 13F portfolios
0%
Share change
+48,747
Value change
+$502,781
Number of holders
26
Price from insider filings
$10.40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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% $14,834,482 -$1,308,533 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% $7,559,225 735,326 W. R. Berkley Corporation 30 Sep 2025
MIZUHO FINANCIAL GROUP INC 8.3% +1.2% $7,549,080 +$63,612 731,500 +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% $4,512,964 -$1,028,010 439,000 -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 30 Sep 2025, Charlton Aria Acquisition Corp - Common (CHAR) has 26 institutional shareholders filing 13F forms. They hold 8,103,368 shares. of 10,965,266 outstanding shares (74%) .

Top 25 institutional shareholders own 74% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Karpus Management, Inc. 13% 1,443,029 -8.1% 0.47% $14,949,780
First Trust Capital Management L.P. 7.6% 828,750 0% 0.55% $8,585,850
MIZUHO SECURITIES USA LLC 7.2% 791,298 +8.2% 0.16% $8,071,315
WOLVERINE ASSET MANAGEMENT LLC 6.9% 759,988 +0.38% 0.11% $7,873,475
BERKLEY W R CORP 6.7% 735,326 +69% 0.49% $7,617,977
AQR Arbitrage LLC 4.8% 525,203 -2.7% 0.14% $5,451,607
WHITEBOX ADVISORS LLC 3.6% 399,000 0% 0.08% $4,133,640
Hudson Bay Capital Management LP 3% 325,000 0% 0.02% $3,373,500
RIVERNORTH CAPITAL MANAGEMENT, LLC 2.7% 299,744 -0.09% 0.18% $3,105,348
ATW SPAC MANAGEMENT LLC 2.5% 276,607 -9.3% 3.6% $2,865,649
BOOTHBAY FUND MANAGEMENT, LLC 2.5% 276,607 -9.3% 0.07% $2,865,649
TORONTO DOMINION BANK 1.8% 200,000 -41% 0% $2,072,000
Westchester Capital Management, LLC 1.8% 200,000 0% 0.11% $2,076,000
GOLDMAN SACHS GROUP INC 1.8% 197,511 0% 0% $2,046,214
TWO SIGMA INVESTMENTS, LP 1.7% 187,500 0% 0% $1,942,500
D. E. Shaw & Co., Inc. 1.4% 150,000 0% 0% $1,557,000
Crossingbridge Advisors, LLC 1% 115,000 0% 0.06% $115,000
Warberg Asset Management LLC 0.9% 98,665 0% 0.29% $1,022,169
Radcliffe Capital Management, L.P. 0.68% 75,051 0.05% $777,528
GLAZER CAPITAL, LLC 0.44% 47,714 0% 0.02% $494,000
MANGROVE PARTNERS IM, LLC 0.42% 45,888 0.04% $475,400
HEIGHTS CAPITAL MANAGEMENT, INC 0.36% 40,000 0% 0.13% $415,200
HEIGHTS CAPITAL MANAGEMENT, INC 0.36% 40,000 0% 0.13% $415,200
Clear Street Group Inc. 0.28% 30,977 0% 0% $320,922
ROBINSON CAPITAL MANAGEMENT, LLC 0.13% 14,466 0% 0.11% $150,157

Institutional Holders of Charlton Aria Acquisition Corp - Common (CHAR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 8,103,368 $82,773,536 +$502,781 $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 +$830,937 $10.09 22
2024 Q4 7,689,734 $76,547,189 +$76,547,188 $9.96 23