Who owns Charlton Aria Acquisition (CHAR)
Which tracked institutional funds hold CHAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CHAR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CHAR is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 7 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CHAR’s largest tracked holder by dollar value, Harraden Circle Investments, LLC, sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CHAR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 29 tracked filers holding CHAR, 5 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CHAR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 4
- Harraden Circle Investments, LLC$326M
- METEORA CAPITAL, LLC$16M
- Warberg Asset Management LLC$1M
- GLAZER CAPITAL, LLC$527K
Largest adds
- HIGHBRIDGE CAPITAL MANAGEMENT LLC$2M
- Westchester Capital Management, LLC$282K
Largest trims
- Context Capital Management, LLC$15M
- Hudson Bay Capital Management LP$1M
- TORONTO DOMINION BANK$507K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 1,410,653 | $15M | 3.4% | 2026-Q2 |
| BERKLEY W R CORP | 878,975 | $9M | 2.1% | 2026-Q2 |
| First Trust Capital Management L.P. | 828,750 | $9M | 2.0% | 2026-Q2 |
| MIZUHO SECURITIES USA LLC | 791,386 | $8M | 1.8% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 671,375 | $7M | 1.6% | 2026-Q2 |
| AQR Arbitrage LLC added | 498,029 | $5M | 1.2% | 2026-Q2 |
| WHITEBOX ADVISORS LLC | 399,000 | $4M | 1.0% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 299,329 | $3M | 0.7% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC | 239,000 | $3M | 0.6% | 2026-Q2 |
| Westchester Capital Management, LLC added | 222,500 | $2M | 0.5% | 2026-Q2 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC trimmed | 199,607 | $2M | 0.5% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 199,595 | $2M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 197,541 | $2M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 187,500 | $2M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 150,000 | $2M | 0.4% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 150,000 | $2M | 0.4% | 2026-Q2 |
| Crossingbridge Advisors, LLC | 115,000 | $1M | 0.3% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC | 100,000 | $1M | 0.2% | 2026-Q2 |
| Clear Street Group Inc. added | 183,544 | $1M | 0.2% | 2026-Q2 |
| Radcliffe Capital Management, L.P. | 75,151 | $811K | 0.2% | 2026-Q2 |
| HEIGHTS CAPITAL MANAGEMENT, INC trimmed | 33,980 | $367K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 30,388 | $328K | 0.1% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 29,716 | $321K | 0.1% | 2026-Q2 |
| ABC ARBITRAGE SA | 20,000 | $216K | 0.0% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC | 365,000 | $29K | 0.0% | 2026-Q2 |
| Context Capital Management, LLC | 100,000 | $8K | 0.0% | 2026-Q2 |
| K2 PRINCIPAL FUND, L.P. | 91,752 | $7K | 0.0% | 2026-Q2 |
| UBS Group AG | 201 | $2K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 67 | $722 | 0.0% | 2026-Q2 |
| Harraden Circle Investments, LLC | 2,310,728 | $324M | 72.0% | 2026-Q1 stale (1 quarter behind) |
| METEORA CAPITAL, LLC trimmed | 115,067 | $16M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| Warberg Asset Management LLC trimmed | 98,664 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GLAZER CAPITAL, LLC trimmed | 49,824 | $527K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 28,992 | $309K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 1,007,600 | $141K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ATW SPAC MANAGEMENT LLC | 105,890 | $23M | 5.0% | 2025-Q3 stale (3 quarters behind) |
| Sandia Investment Management LP trimmed | 47,600 | $489K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Quarry LP trimmed | 47,600 | $489K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CLEAR STREET LLC trimmed | 526,307 | $79K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.