CHARNasdaqBlank ChecksFiscal year ends December 31Also trades as CHARR, CHARU
Charlton Aria Acquisition Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$10.96+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
9M
Shares held, 13F filers
Institutional holders
26
1 new, 2 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Berkley Insurance Company | 878,975 | 9.90% | 13G (passive) amendment | Mar 31, 2026 |
| First Trust Capital Solutions L.P. | 800,000 | 9.05% | 13G (passive) amendment | Mar 31, 2025 |
| FTCS Sub GP LLC | 800,000 | 7.28% | 13G (passive) | Dec 31, 2024 |
| Antonio Ruiz-Gimenez | 740,000 | 8.40% | 13G (passive) | Dec 31, 2024 |
| Mizuho Financial Group, Inc. | 731,500 | 8.30% | 13G (passive) amendment | Jun 30, 2025 |
| Wolverine Holdings, L.P. | 719,900 | 8.14% | 13G (passive) amendment | Mar 31, 2025 |
| AQR Arbitrage, LLC | 540,703 | 6.12% | 13G (passive) | Dec 31, 2024 |
| Wolverine Trading Partners, Inc. | 488,900 | 5.53% | 13G (passive) | Dec 31, 2024 |
| The Goldman Sachs Group, Inc. | 449,832 | 5.10% | 13G (passive) | Mar 31, 2026 |
| Valley Point Limited | 2,160,000 | 19.70% | 13D (active) amendment | May 13, 2025 |
| Karpus Management, Inc. | 1,443,029 | 13.16% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CHAR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Mizuho Securities USA LLC | 1,560,272 | – | $16.55M | +768,886 | 0.16% |
| Karpus Management, Inc. | 1,410,653 | – | $15.21M | −7,457 | 0.44% |
| Berkley W R Corp | 878,975 | – | $9.49M | – | 0.44% |
| First Trust Capital Management L.P. | 828,750 | – | $8.95M | – | 0.52% |
| Wolverine Asset Management LLC | 671,375 | – | $7.25M | +3,664 | 0.06% |
| AQR Arbitrage LLC | 498,029 | – | $5.36M | +2,677 | 0.08% |
| Whitebox Advisors LLC | 399,000 | – | $4.31M | – | 0.06% |
| Rivernorth Capital Management, LLC | 299,329 | – | $3.27M | −184 | 0.16% |
| Boothbay Fund Management, LLC | 239,000 | – | $2.58M | – | 0.03% |
| Westchester Capital Management, LLC | 222,500 | – | $2.40M | +22,500 | 0.12% |
| Harraden Circle Investments, LLC | 200,000 | – | $2.16M | – | 0.28% |
| Highbridge Capital Management LLC | 199,607 | – | $2.16M | New | 0.05% |
| Hudson Bay Capital Management LP | 199,595 | – | $2.16M | −125,405 | 0.01% |
| Goldman Sachs Group Inc | 197,541 | – | $2.13M | – | 0.00% |
| Two Sigma Investments, LP | 187,500 | – | $2.02M | – | 0.00% |
| Clear Street Group Inc. | 183,544 | – | $1.07M | +874 | 0.00% |
| D. E. Shaw & Co., Inc. | 150,000 | – | $1.62M | – | 0.00% |
| Toronto Dominion Bank | 150,000 | – | $1.62M | −49,500 | 0.00% |
| Crossingbridge Advisors, LLC | 115,000 | – | $1.24M | – | 0.22% |
| Sona Asset Management (US) LLC | 100,000 | – | $1.08M | – | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | 9M | 1 / 6 | 6 / 2 | 1M | 0M |
| Q1 2026 | 27 | 8M | 3 / 4 | 7 / 2 | 1M | 0M |
| Q4 2025 | 26 | 8M | 2 / 6 | 3 / 0 | 0M | 0M |
| Q3 2025 | 25 | 8M | 3 / 4 | 6 / 2 | 1M | 0M |
| Q2 2025 | 25 | 8M | 5 / 5 | 3 / 1 | 1M | 0M |
| Q1 2025 | 22 | 8M | 4 / 6 | 4 / 5 | 1M | 1M |
| Q4 2024 | 23 | 8M | 23 / 0 | 0 / 0 | 8M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CHAR | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Trust Merger Arbitrage Fund | 716,459 | – | $7.72M | 0.47% | Jun 30, 2026 |
| CrossingBridge Low Duration High Income Fund | 115,000 | – | $1.24M | 0.07% | Jun 30, 2026 |
| First Trust Multi-Strategy Fund | 107,263 | – | $1.16M | 0.09% | Jun 30, 2026 |
| Rivernorth Enhanced Pre-Merger SPAC ETF | 4,329 | – | $46.75K | 0.65% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Yuanmei Ma | CFO and director | 60,000 | Oct 24, 2024 |
| Robert Wilson Garner | CEO, Chairman and director | 100,000 | Oct 24, 2024 |
| Mark John Chaney | Director | 20,000 | Feb 5, 2026 |
| Stephen Markscheid | Director | 20,000 | Oct 24, 2024 |
| Umesh Patel | Director | 20,000 | Oct 24, 2024 |
| Kah Wei Tan | 10% owner | 0 | May 13, 2025 |
| Sponsor II Ltd ST | 10% owner | 2,193,125 | Oct 24, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kah Wei Tan 10% owner | May 12, 2025 | Sale | −1,905,000 | $1.85 | $3.52M | 0 |
| Kah Wei Tan 10% owner | May 12, 2025 | Sale | −255,000 | $1.85 | $471.75K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.