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Institutional Ownership · SEC Form 13F

Who owns Berto Acquisition (TACO)


Which tracked institutional funds hold TACO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TACO company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

115
Institutional holders
40M
Shares held (tracked funds)

How the tape is positioned

17 tracked funds added or opened TACO while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

TACO’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 0.0% 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 TACO 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 2025-Q4 and 2026-Q1, across 78 tracked filers holding TACO, 26 increased or opened the position and 24 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 TACO between the 2025-Q4 and 2026-Q1 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.

New buyers 5

  • Crossingbridge Advisors, LLC$7M
  • SONA ASSET MANAGEMENT (US) LLC$2M
  • BlueCrest Capital Management Ltd$1M
  • O'Connor Alternative Investments LLC$1M
  • OMERS ADMINISTRATION Corp$597K

Full exits 4

  • CANTOR FITZGERALD, L. P.$4M
  • Fort Baker Capital Management LP$4M
  • Alpine Global Management, LLC$3M
  • OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)$1M

Largest adds

  • WOLVERINE ASSET MANAGEMENT LLC$9M
  • BERKLEY W R CORP$8M
  • Parallax Volatility Advisers, L.P.$6M
  • JPMORGAN CHASE & CO$5M
  • Westchester Capital Management, LLC$3M
  • GLAZER CAPITAL, LLC$1M

Largest trims

  • Harraden Circle Investments, LLC$95M
  • METEORA CAPITAL, LLC$42M
  • TENOR CAPITAL MANAGEMENT Co., L.P.$40M
  • Context Capital Management, LLC$15M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5M
  • First Trust Capital Management L.P.$4M

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).

FundSharesReported value% of valueQuarter
Harraden Circle Investments, LLC1,115,008$317M38.2%2026-Q1
METEORA CAPITAL, LLC826,401$264M31.8%2026-Q1
BERKLEY W R CORP added1,822,598$19M2.3%2026-Q1
Centiva Capital, LP1,791,194$18M2.2%2026-Q1
Hudson Bay Capital Management LP1,266,599$13M1.6%2026-Q2
Polar Asset Management Partners Inc.1,100,000$11M1.4%2026-Q1
AQR Arbitrage LLC added1,073,937$11M1.3%2026-Q1
MOORE CAPITAL MANAGEMENT, LP added1,000,000$10M1.2%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC added899,940$9M1.1%2026-Q1
Verbena Value LP897,745$9M1.1%2026-Q1
TWO SIGMA INVESTMENTS, LP799,248$8M1.0%2026-Q2
TENOR CAPITAL MANAGEMENT Co., L.P. added800,000$8M1.0%2026-Q1
LMR Partners LLP added772,757$8M1.0%2026-Q1
Westchester Capital Management, LLC added703,632$7M0.9%2026-Q1
Crossingbridge Advisors, LLC new635,000$7M0.8%2026-Q1
D. E. Shaw & Co., Inc. added534,490$6M0.7%2026-Q2
HIGHBRIDGE CAPITAL MANAGEMENT LLC500,000$5M0.6%2026-Q1
JPMORGAN CHASE & CO added500,000$5M0.6%2026-Q1
Lineage Point Capital LP added479,502$5M0.6%2026-Q1
Mint Tower Capital Management B.V.410,668$4M0.5%2026-Q1
GOLDMAN SACHS GROUP INC405,124$4M0.5%2026-Q1
First Trust Capital Management L.P. trimmed352,000$4M0.4%2026-Q1
MIZUHO SECURITIES USA LLC added342,043$3M0.4%2026-Q1
ARISTEIA CAPITAL, L.L.C. added337,650$3M0.4%2026-Q1
Logan Stone Capital, LLC added323,861$3M0.4%2026-Q1
Periscope Capital Inc. added275,000$3M0.3%2026-Q1
Mercuria Capital Strategies, LLC270,908$3M0.3%2026-Q1
BANK OF MONTREAL /CAN/ trimmed260,000$3M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed250,000$3M0.3%2026-Q2
Context Capital Management, LLC added250,000$3M0.3%2026-Q1
Alberta Investment Management Corp250,000$3M0.3%2026-Q1
Massar Capital Management, LP180,000$2M0.2%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC173,906$2M0.2%2026-Q1
SONA ASSET MANAGEMENT (US) LLC new165,606$2M0.2%2026-Q1
Schonfeld Strategic Advisors LLC trimmed150,000$2M0.2%2026-Q2
Wealthspring Capital LLC trimmed148,765$2M0.2%2026-Q1
Jefferies Financial Group Inc.130,774$1M0.2%2026-Q1
Clear Street Group Inc. added100,726$1M0.1%2026-Q1
HEIGHTS CAPITAL MANAGEMENT, INC added100,000$1M0.1%2026-Q1
O'Connor Alternative Investments LLC new100,000$1M0.1%2026-Q1
BlueCrest Capital Management Ltd added100,000$1M0.1%2026-Q1
GRITSTONE ASSET MANAGEMENT LLC added98,853$1M0.1%2026-Q1
CITADEL ADVISORS LLC added60,584$621K0.1%2026-Q1
Magnetar Financial LLC trimmed825,000$610K0.1%2026-Q2
OMERS ADMINISTRATION Corp new57,712$597K0.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed57,420$589K0.1%2026-Q1
Diametric Capital, LP trimmed53,332$547K0.1%2026-Q1
Cannon Global Investment Management, LLC added41,700$427K0.1%2026-Q1
HRT FINANCIAL LP added40,196$415K0.0%2026-Q1
Tuttle Capital Management, LLC40,000$410K0.0%2026-Q1
TORONTO DOMINION BANK trimmed32,610$334K0.0%2026-Q1
ABC ARBITRAGE SA30,000$308K0.0%2026-Q1
Linden Advisors LP744,699$212K0.0%2026-Q1
READYSTATE ASSET MANAGEMENT LP18,398$189K0.0%2026-Q1
Rangeley Capital, LLC trimmed15,500$159K0.0%2026-Q1
PRELUDE CAPITAL MANAGEMENT, LLC13,500$138K0.0%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND500,000$136K0.0%2026-Q1
Saba Capital Management, L.P.406,561$116K0.0%2026-Q1
Verition Fund Management LLC trimmed151,242$112K0.0%2026-Q2
Shaolin Capital Management LLC added411,000$111K0.0%2026-Q1
LEVIN CAPITAL STRATEGIES, L.P. new10,000$102K0.0%2026-Q1
Walleye Capital LLC added277,787$75K0.0%2026-Q1
GLAZER CAPITAL, LLC290,000$73K0.0%2026-Q1
K2 PRINCIPAL FUND, L.P. trimmed279,501$70K0.0%2026-Q1
CSS LLC/IL trimmed219,907$60K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS202,562$58K0.0%2026-Q1
Governors Lane LP195,760$56K0.0%2026-Q1
HGC Investment Management Inc.175,000$47K0.0%2026-Q1
Parallax Volatility Advisers, L.P. trimmed100,059$39K0.0%2026-Q1
PEAK6 LLC146,262$37K0.0%2026-Q1
DLD Asset Management, LP102,595$28K0.0%2026-Q1
FNY Investment Advisers, LLC trimmed2,400$24K0.0%2026-Q1
Bulldog Investors, LLP trimmed32,757$8K0.0%2026-Q1
Radcliffe Capital Management, L.P.26,343$7K0.0%2026-Q1
Endure Capital Management, LLC new20,000$5K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,276$3K0.0%2026-Q1
TWO SIGMA SECURITIES, LLC trimmed11,649$3K0.0%2026-Q1
StoneX Group Inc.10,000$2K0.0%2026-Q1
CANTOR FITZGERALD, L. P. new440,434$4M0.5%2025-Q4 stale
Fort Baker Capital Management LP new352,163$4M0.4%2025-Q4 stale
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added300,300$3M0.4%2025-Q3 stale
Alpine Global Management, LLC added300,000$3M0.4%2025-Q4 stale
ExodusPoint Capital Management, LP new240,494$3M0.3%2025-Q2 stale
BCK Capital Management LP new172,148$2M0.2%2025-Q3 stale
FIFTH LANE CAPITAL, LP trimmed150,000$2M0.2%2025-Q3 stale
Waratah Capital Advisors Ltd. new141,907$1M0.2%2025-Q3 stale
Sculptor Capital LP new118,108$1M0.1%2025-Q3 stale
WEXFORD CAPITAL LP new100,000$1M0.1%2025-Q2 stale
BARCLAYS PLC new100,000$1M0.1%2025-Q2 stale
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) new100,000$1M0.1%2025-Q4 stale
Jain Global LLC new82,774$862K0.1%2025-Q3 stale
ROYAL BANK OF CANADA45,000$482K0.1%2025-Q3 stale
CLEAR STREET LLC new42,916$460K0.1%2025-Q2 stale
Virtu Financial LLC new40,860$440K0.1%2025-Q2 stale
Ursa Fund Management, LLC new38,000$396K0.0%2025-Q2 stale
Marex Group plc new21,235$227K0.0%2025-Q2 stale
JANE STREET GROUP, LLC new18,341$191K0.0%2025-Q2 stale
Soltis Investment Advisors LLC new13,800$148K0.0%2025-Q3 stale
Driehaus Capital Management LLC trimmed226,724$84K0.0%2025-Q4 stale
UBS Group AG trimmed289$3K0.0%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership