Who owns Berto 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).
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.
Berto Acquisition Sponsor LLC: 7.2% · 2,688,300 shares — Harry L. You: 13.6% · 5,089,500 shares — Robert You: 5.6% · 2,101,050 shares
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 Berto Acquisition Corp. they hold. Together these 74 managers report 82.80% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| Magnetar Financial LLC | $17.3M | 1,650,000 | 0.16% | 4.40% | June 30, 2026 |
| Centiva Capital, LP | $16.1M | 1,538,392 | 0.14% | 4.10% | June 30, 2026 |
72 more institutional holders behind a free account
See every manager reporting Berto Acquisition Corp., how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 8 funds hold 2.03% 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 | $3.02M | 0.19% | 0.78% | March 31, 2026 |
| Destinations Global Fixed Income Opportunities Fund | $2.55M | 0.36% | 0.67% | February 28, 2026 |
6 more funds behind a free account
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