Skip to main content
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-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

101
Institutional holders
34M
Shares held (tracked funds)

How the tape is positioned

18 tracked funds added or opened TACO while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.1% of theirs — a 2.4pp 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 2026-Q1 and 2026-Q2, across 68 tracked filers holding TACO, 16 increased or opened the position and 28 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 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.

New buyers 1

  • MILLENNIUM MANAGEMENT LLC$3M

Full exits 8

  • Harraden Circle Investments, LLC$317M
  • METEORA CAPITAL, LLC$264M
  • TENOR CAPITAL MANAGEMENT Co., L.P.$117M
  • GLAZER CAPITAL, LLC$16M
  • Mint Tower Capital Management B.V.$4M
  • Logan Stone Capital, LLC$3M

Largest adds

  • Governors Lane LP$14M
  • Verition Fund Management LLC$6M
  • TORONTO DOMINION BANK$3M
  • D. E. Shaw & Co., Inc.$2M
  • DLD Asset Management, LP$1M
  • HIGHBRIDGE CAPITAL MANAGEMENT LLC$1M

Largest trims

  • Context Capital Management, LLC$40M
  • BERKLEY W R CORP$6M
  • JPMORGAN CHASE & CO$5M
  • Parallax Volatility Advisers, L.P.$3M
  • WOLVERINE ASSET MANAGEMENT LLC$3M
  • Centiva Capital, LP$2M

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
Magnetar Financial LLC1,650,000$17M1.7%2026-Q2
Centiva Capital, LP trimmed1,538,392$16M1.6%2026-Q2
Linden Advisors LP1,500,000$16M1.6%2026-Q2
Governors Lane LP added1,350,000$14M1.4%2026-Q2
Hudson Bay Capital Management LP1,266,599$13M1.3%2026-Q2
BERKLEY W R CORP trimmed1,225,999$13M1.3%2026-Q2
Polar Asset Management Partners Inc.1,100,000$12M1.1%2026-Q2
AQR Arbitrage LLC added1,080,090$11M1.1%2026-Q2
MOORE CAPITAL MANAGEMENT, LP1,000,000$10M1.0%2026-Q2
Verbena Value LP897,745$9M0.9%2026-Q2
TWO SIGMA INVESTMENTS, LP799,248$8M0.8%2026-Q2
LMR Partners LLP772,757$8M0.8%2026-Q2
Verition Fund Management LLC added745,812$8M0.8%2026-Q2
Westchester Capital Management, LLC703,632$7M0.7%2026-Q2
HIGHBRIDGE CAPITAL MANAGEMENT LLC added619,514$6M0.6%2026-Q2
Crossingbridge Advisors, LLC trimmed615,000$6M0.6%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC trimmed597,648$6M0.6%2026-Q2
D. E. Shaw & Co., Inc. added534,490$6M0.6%2026-Q2
GOLDMAN SACHS GROUP INC405,124$4M0.4%2026-Q2
Radcliffe Capital Management, L.P. added392,553$4M0.4%2026-Q2
First Trust Capital Management L.P.352,000$4M0.4%2026-Q2
TORONTO DOMINION BANK added351,000$4M0.4%2026-Q2
ARISTEIA CAPITAL, L.L.C. added348,250$4M0.4%2026-Q2
MIZUHO SECURITIES USA LLC342,043$3M0.3%2026-Q2
DLD Asset Management, LP added300,008$3M0.3%2026-Q2
Parallax Volatility Advisers, L.P. trimmed294,700$3M0.3%2026-Q2
Periscope Capital Inc.275,000$3M0.3%2026-Q2
Mercuria Capital Strategies, LLC270,908$3M0.3%2026-Q2
CSS LLC/IL trimmed270,809$3M0.3%2026-Q2
Lineage Point Capital LP trimmed268,870$3M0.3%2026-Q2
Alberta Investment Management Corp250,000$3M0.3%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed250,000$3M0.3%2026-Q2
Context Capital Management, LLC added250,000$3M0.3%2026-Q2
Shaolin Capital Management LLC trimmed248,281$3M0.3%2026-Q2
Clear Street Group Inc. added180,032$2M0.2%2026-Q2
Massar Capital Management, LP added183,942$2M0.2%2026-Q2
RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed173,606$2M0.2%2026-Q2
SONA ASSET MANAGEMENT (US) LLC165,606$2M0.2%2026-Q2
Schonfeld Strategic Advisors LLC trimmed150,000$2M0.2%2026-Q2
Wealthspring Capital LLC148,765$2M0.2%2026-Q2
Jefferies Financial Group Inc.130,774$1M0.1%2026-Q2
O'Connor Alternative Investments LLC100,000$1M0.1%2026-Q2
BlueCrest Capital Management Ltd100,000$1M0.1%2026-Q2
GRITSTONE ASSET MANAGEMENT LLC98,853$1M0.1%2026-Q2
HEIGHTS CAPITAL MANAGEMENT, INC trimmed95,473$1M0.1%2026-Q2
StoneX Group Inc. added65,410$684K0.1%2026-Q2
OMERS ADMINISTRATION Corp57,712$622K0.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed51,962$545K0.1%2026-Q2
JPMORGAN CHASE & CO trimmed50,000$538K0.1%2026-Q2
LEVIN CAPITAL STRATEGIES, L.P. added50,085$525K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS46,008$483K0.0%2026-Q2
Cannon Global Investment Management, LLC added42,100$442K0.0%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND500,000$370K0.0%2026-Q2
Tuttle Capital Management, LLC trimmed30,577$321K0.0%2026-Q2
ABC ARBITRAGE SA30,000$315K0.0%2026-Q2
Saba Capital Management, L.P.406,561$299K0.0%2026-Q2
Walleye Capital LLC277,787$198K0.0%2026-Q2
READYSTATE ASSET MANAGEMENT LP18,398$193K0.0%2026-Q2
CITADEL ADVISORS LLC trimmed16,728$180K0.0%2026-Q2
Rangeley Capital, LLC added16,000$168K0.0%2026-Q2
K2 PRINCIPAL FUND, L.P. trimmed193,127$137K0.0%2026-Q2
HGC Investment Management Inc.175,000$125K0.0%2026-Q2
PEAK6 LLC146,262$104K0.0%2026-Q2
RLH Capital LLC new66,926$48K0.0%2026-Q2
Quarry LP added42,004$30K0.0%2026-Q2
Endure Capital Management, LLC20,000$14K0.0%2026-Q2
UBS Group AG added653$7K0.0%2026-Q2
MORGAN STANLEY trimmed19$1990.0%2026-Q2
Harraden Circle Investments, LLC1,115,008$317M31.5%2026-Q1 stale (1 quarter behind)
METEORA CAPITAL, LLC826,401$264M26.2%2026-Q1 stale (1 quarter behind)
TENOR CAPITAL MANAGEMENT Co., L.P.400,000$108M10.8%2026-Q1 stale (1 quarter behind)
GLAZER CAPITAL, LLC added1,578,382$16M1.6%2026-Q1 stale (1 quarter behind)
Mint Tower Capital Management B.V.410,668$4M0.4%2026-Q1 stale (1 quarter behind)
Logan Stone Capital, LLC added323,861$3M0.3%2026-Q1 stale (1 quarter behind)
BANK OF MONTREAL /CAN/ trimmed260,000$3M0.3%2026-Q1 stale (1 quarter behind)
Diametric Capital, LP trimmed53,332$547K0.1%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added40,196$415K0.0%2026-Q1 stale (1 quarter behind)
PRELUDE CAPITAL MANAGEMENT, LLC13,500$138K0.0%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,238$116K0.0%2026-Q1 stale (1 quarter behind)
CANTOR FITZGERALD, L. P. new440,434$4M0.4%2025-Q4 stale (2 quarters behind)
Fort Baker Capital Management LP new352,163$4M0.4%2025-Q4 stale (2 quarters behind)
Alpine Global Management, LLC added300,000$3M0.3%2025-Q4 stale (2 quarters behind)
Driehaus Capital Management LLC trimmed226,724$84K0.0%2025-Q4 stale (2 quarters behind)
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS300,300$3M0.3%2025-Q3 stale (3 quarters behind)
BCK Capital Management LP new172,148$2M0.2%2025-Q3 stale (3 quarters behind)
FIFTH LANE CAPITAL, LP trimmed150,000$2M0.2%2025-Q3 stale (3 quarters behind)
Waratah Capital Advisors Ltd. new141,907$1M0.1%2025-Q3 stale (3 quarters behind)
Sculptor Capital LP new118,108$1M0.1%2025-Q3 stale (3 quarters behind)
Jain Global LLC new82,774$862K0.1%2025-Q3 stale (3 quarters behind)
ROYAL BANK OF CANADA45,000$482K0.0%2025-Q3 stale (3 quarters behind)
Soltis Investment Advisors LLC new13,800$148K0.0%2025-Q3 stale (3 quarters behind)
ExodusPoint Capital Management, LP new240,494$3M0.3%2025-Q2 stale (4 quarters behind)
WEXFORD CAPITAL LP new100,000$1M0.1%2025-Q2 stale (4 quarters behind)
BARCLAYS PLC new100,000$1M0.1%2025-Q2 stale (4 quarters behind)
CLEAR STREET LLC new87,219$909K0.1%2025-Q2 stale (4 quarters behind)
Virtu Financial LLC new62,604$652K0.1%2025-Q2 stale (4 quarters behind)
Ursa Fund Management, LLC new38,000$396K0.0%2025-Q2 stale (4 quarters behind)
Marex Group plc new21,235$227K0.0%2025-Q2 stale (4 quarters behind)
JANE STREET GROUP, LLC new18,341$191K0.0%2025-Q2 stale (4 quarters behind)

1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) (last filed 2025-Q4, 100,000 shares) reconciles to its 1 current affiliate (100,000 shares) — 0.000% apart.

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