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Ownership

Who owns Charlton Aria Acquisition Corp, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

THE GOLDMAN SACHS GROUP, INC., GOLDMAN SACHS & CO. LLC August 11, 2026

THE GOLDMAN SACHS GROUP, INC.: 4.5% · 388,670 shares — GOLDMAN SACHS & CO. LLC: 4.5% · 388,670 shares

W.R. Berkley Corporation, Berkley Insurance Company May 07, 2026

W.R. Berkley Corporation: 9.9% · 878,975 shares — Berkley Insurance Company: 9.9% · 878,975 shares

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Super investors holding CHAR

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Charlton Aria Acquisition Corp they hold. Together these 32 managers report 486.21% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
MIZUHO SECURITIES USA LLC $16.6M 1,560,272 0.16% 83.21% June 30, 2026
Karpus Management, Inc. $15.2M 1,410,653 0.44% 75.23% June 30, 2026

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Funds holding CHAR

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 5 funds hold 51.36% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
First Trust Merger Arbitrage Fund $7.57M 0.48% 38.21% March 31, 2026
First Trust Multi-Strategy Fund $1.13M 0.09% 5.72% March 31, 2026

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