Feeds › Ownership stakes (13D / 13G)
Ownership stakes (13D / 13G)
Investors who own more than 5% of a company, from activists (13D) to passive holders (13G).
About this data
- What it is
- An investor who owns more than 5% of a public company must say so. Investors who may try to influence the company, such as activists, file the longer Schedule 13D; passive holders file the shorter Schedule 13G.
- Who files it
- The investor, within days of crossing 5%, and again whenever the stake changes materially.
- How current
- We collect new filings throughout the day on SEC business days.
- Worth knowing
- 13G filings are far more common than 13D. A 13D usually means the investor intends to push for changes, so it tends to get more attention.
All of this comes from public filings.
Source and freshness · Information, not investment advice (disclaimer).
Filings per day, last 30 days
13D (activist) 13G (passive)
Latest ownership filings
Showing: ticker CHAR
| Filed | ScheduleBoth report a stake of more than 5%. A 13D is filed by investors who may try to influence the company, such as activists; a 13G by passive holders. | Company | Investor | Shares | % of shares | Filing |
|---|---|---|---|---|---|---|
| Nov 6, 2026 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Karpus Management, Inc. | 1.38M | 26.3% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Goldman Sachs & Co. LLC | 388,670 | 4.5% | SCHEDULE 13G/A ↗ |
| Aug 11, 2026 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | The Goldman Sachs Group, Inc. | 388,670 | 4.5% | SCHEDULE 13G/A ↗ |
| May 12, 2026 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | Goldman Sachs & Co. LLC | 449,832 | 5.1% | SCHEDULE 13G ↗ |
| May 12, 2026 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | The Goldman Sachs Group, Inc. | 449,832 | 5.1% | SCHEDULE 13G ↗ |
| May 7, 2026 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Berkley Insurance Company | 878,975 | 9.9% | SCHEDULE 13G/A ↗ |
| May 7, 2026 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | W.R. Berkley Corporation | 878,975 | 9.9% | SCHEDULE 13G/A ↗ |
| Nov 14, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Karpus Management, Inc. | 1.44M | 13.2% | SCHEDULE 13G/A ↗ |
| Nov 13, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Antonio Ruiz-Gimenez | 439,000 | 4.9% | SCHEDULE 13G/A ↗ |
| Nov 13, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Kerry Propper | 439,000 | 4.9% | SCHEDULE 13G/A ↗ |
| Nov 13, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Atw SPAC Management LLC | 276,607 | 3.1% | SCHEDULE 13G/A ↗ |
| Nov 10, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | Berkley Insurance Company | 735,326 | 8.3% | SCHEDULE 13G ↗ |
| Nov 10, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | W. R. Berkley Corporation | 735,326 | 8.3% | SCHEDULE 13G ↗ |
| Aug 14, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Karpus Management, Inc. | 1.57M | 14.3% | SCHEDULE 13G/A ↗ |
| Aug 13, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Mizuho Financial Group, Inc. | 731,500 | 8.3% | SCHEDULE 13G/A ↗ |
| Aug 12, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Toronto Dominion Bank | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Aug 12, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | TD Group US Holdings LLC | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Aug 12, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Toronto Dominion Holdings (USA) Inc | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Aug 12, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | TD Securities (USA) LLC | 339,967 | 3.8% | SCHEDULE 13G/A ↗ |
| May 27, 2025 | SCHEDULE 13D/A (amended) | CHAR Charlton Aria Acquisition Corporation | Valley Point Limited | 2.16M | 19.7% | SCHEDULE 13D/A ↗ |
| May 27, 2025 | SCHEDULE 13D/A (amended) | CHAR Charlton Aria Acquisition Corporation | Chen Siak Chan | 2.16M | 19.7% | SCHEDULE 13D/A ↗ |
| May 27, 2025 | SCHEDULE 13D/A (amended) | CHAR Charlton Aria Acquisition Corporation | ST Sponsor II Limited | 2.16M | 19.7% | SCHEDULE 13D/A ↗ |
| May 15, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Antonio Ruiz-Gimenez | 539,000 | 6.1% | SCHEDULE 13G/A ↗ |
| May 15, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Kerry Propper | 539,000 | 6.1% | SCHEDULE 13G/A ↗ |
| May 15, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Atw SPAC Management LLC | 304,890 | 3.4% | SCHEDULE 13G/A ↗ |
| May 15, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | FTCS Sub GP LLC | 800,000 | 9.1% | SCHEDULE 13G/A ↗ |
| May 15, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | First Trust Capital Solutions L.P. | 800,000 | 9.1% | SCHEDULE 13G/A ↗ |
| May 15, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | First Trust Capital Management L.P. | 800,000 | 9.1% | SCHEDULE 13G/A ↗ |
| May 15, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | First Trust Merger Arbitrage Fund | 662,947 | 7.5% | SCHEDULE 13G/A ↗ |
| May 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | Toronto Dominion Bank | 0 | 0.0% | SCHEDULE 13G ↗ |
| May 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | TD Group US Holdings LLC | 0 | 0.0% | SCHEDULE 13G ↗ |
| May 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | Toronto Dominion Holdings (USA) Inc | 0 | 0.0% | SCHEDULE 13G ↗ |
| May 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | TD Securities (USA) LLC | 601,305 | 6.8% | SCHEDULE 13G ↗ |
| May 13, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Mizuho Financial Group, Inc. | 725,336 | 8.2% | SCHEDULE 13G/A ↗ |
| May 1, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Robert R. Bellick | 719,900 | 8.1% | SCHEDULE 13G/A ↗ |
| May 1, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Christopher L. Gust | 719,900 | 8.1% | SCHEDULE 13G/A ↗ |
| May 1, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Wolverine Holdings, L.P. | 719,900 | 8.1% | SCHEDULE 13G/A ↗ |
| May 1, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Wolverine Trading Partners, Inc. | 719,900 | 8.1% | SCHEDULE 13G/A ↗ |
| May 1, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Wolverine Asset Management LLC | 719,900 | 8.1% | SCHEDULE 13G/A ↗ |
| Apr 14, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Ari Glass | 304,890 | 3.4% | SCHEDULE 13G/A ↗ |
| Apr 14, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Boothbay Absolute Return Strategies, LP | 304,890 | 3.4% | SCHEDULE 13G/A ↗ |
| Apr 14, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Boothbay Fund Management LLC | 304,890 | 3.4% | SCHEDULE 13G/A ↗ |
| Feb 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | FTCS Sub GP LLC | 800,000 | 7.3% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | First Trust Capital Solutions L.P. | 800,000 | 7.3% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | First Trust Capital Management L.P. | 800,000 | 7.3% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | First Trust Merger Arbitrage Fund | 662,947 | 6.0% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | Antonio Ruiz-Gimenez | 740,000 | 8.4% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | Kerry Propper | 740,000 | 8.4% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G | CHAR Charlton Aria Acquisition Corporation | Atw SPAC Management LLC | 505,890 | 5.7% | SCHEDULE 13G ↗ |
| Feb 14, 2025 | SCHEDULE 13G/A (amended) | CHAR Charlton Aria Acquisition Corporation | Frederick V. Fortmiller, Jr. | 0 | 0.0% | SCHEDULE 13G/A ↗ |
Full history on every feed is part of Premium. Premium loads older rows, up to 10,000, and CSV downloads.
The newest 50 items, most recent first. Every row links to its original filing. Updated Nov 15, 2026, 6:38 PM EST.
Download CSV The rows of this feed, with the filters above. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Other feeds: Congressional trades · Executive-branch trades · Bills in Congress · Roll-call votes · Corporate PAC donations · Lobbying · Capitol Hires · Lobbying and contracts · Government contracts · Insider trades · Planned insider sales · Executive pay · Institutional holdings (13F) · Short interest · Fails to deliver · Daily short volume · Wikipedia page views · App store ratings · H-1B visa applications · Stock splits · 8-K events · IPO filings · Deals · Private placements (Form D) · Merger clearances (HSR) · Layoff notices (WARN) · SEC enforcement · Patents · Clinical trial updates · FDA approvals and clearances