Charlton Aria Acquisition Corp (CHAR) shareholders
Close on Nov 13, 2026Market cap $120.62MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Valley Point Limited Joint filing with ST Sponsor II Limited (19.70%), Chen Siak Chan (19.70%) | 2,160,000 | 19.70% | 13D (active) amendment | May 13, 2025 |
| Karpus Management, Inc. | 1,378,327 | 26.31% | 13G (passive) amendment | Oct 30, 2026 |
| W.R. Berkley Corporation Joint filing with Berkley Insurance Company (9.90%) | 878,975 | 9.90% | 13G (passive) amendment | Mar 31, 2026 |
| FTCS Sub GP LLC Joint filing with First Trust Capital Management L.P. (7.28%), First Trust Capital Solutions L.P. (7.28%) and 1 more | 800,000 | 7.28% | 13G (passive) | Dec 31, 2024 |
| First Trust Capital Management L.P. Joint filing with First Trust Capital Solutions L.P. (9.05%), FTCS Sub GP LLC (9.05%) and 1 more | 800,000 | 9.05% | 13G (passive) amendment | Mar 31, 2025 |
| Berkley Insurance Company Joint filing with W. R. Berkley Corporation (8.30%) | 735,326 | 8.30% | 13G (passive) | Sep 30, 2025 |
| Mizuho Financial Group, Inc. | 731,500 | 8.30% | 13G (passive) amendment | Jun 30, 2025 |
| Wolverine Trading Partners, Inc. Joint filing with Wolverine Asset Management LLC (8.14%), Wolverine Holdings, L.P. (8.14%) and 2 more | 719,900 | 8.14% | 13G (passive) amendment | Mar 31, 2025 |
| AQR Capital Management Holdings, LLC Joint filing with AQR Capital Management, LLC (6.12%), AQR Arbitrage, LLC (6.12%) | 540,703 | 6.12% | 13G (passive) | Dec 31, 2024 |
| Robert R. Bellick Joint filing with Wolverine Asset Management LLC (5.53%), Wolverine Trading Partners, Inc. (5.53%) and 2 more | 488,900 | 5.53% | 13G (passive) | Dec 31, 2024 |
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)
4 funds held CHAR in Q2 2026, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
|---|---|---|---|
| Mark John Chaney | Director | 20,000 | Feb 5, 2026 |
| Kah Wei Tan | 10% owner | 0 | May 13, 2025 |
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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Charlton Aria Acquisition's stock actually held short. Settlement fails (shares not delivered on time) peaked at 94 shares on Oct 1, 2026 over the last 90 days.
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