Berto Acquisition Ownership | Who Owns Berto Acquisition?

Berto Acquisition Ownership Summary

Berto Acquisition is owned by 92.47% institutional investors, 14.88% insiders. Berkley w r is the largest institutional shareholder, holding 9.05% of TACO shares. Westchester Merger Arbitrage Composite is the top mutual fund, with 1.57% of its assets in Berto Acquisition shares.

TACO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Berto Acquisition	92.47%	14.88%	-7.35%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Shell Companies Stocks	2218.67%	14.64%	-2133.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Berkley w r	1.82M	9.05%	$18.68M
Centiva capital, lp	1.79M	8.89%	$18.36M
Magnetar financial	1.65M	8.19%	$16.86M
Glazer capital	1.58M	7.83%	$16.18M
Linden advisors lp	1.50M	7.45%	$15.38M
Hudson bay capital management lp	1.27M	6.29%	$12.98M
Polar asset management partners	1.10M	5.46%	$11.25M
Aqr arbitrage	1.07M	5.33%	$11.01M
Moore capital management, lp	1.00M	4.96%	$10.25M
Tenor capital management	800.00K	3.97%	$8.20M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mercuria capital strategies	270.91K	1.62%	$2.84M
Crossingbridge advisors	635.00K	1.18%	$6.51M
Gritstone asset management	98.85K	1.00%	$1.03M
Berkley w r	1.82M	1.00%	$18.68M
Cannon global investment management	41.70K	0.83%	$427.43K
Governors lane lp	980.45K	0.78%	$10.20M
Mint tower capital management b.v.	410.67K	0.73%	$4.30M
Tuttle capital management	40.00K	0.67%	$410.00K
Glazer capital	1.58M	0.34%	$16.18M
Westchester capital management	703.63K	0.33%	$7.21M

Top Buyers

Holder	Shares	% Assets	Change
Berkley w r	1.82M	1.00%	797.86K
Crossingbridge advisors	635.00K	1.18%	635.00K
Parallax volatility advisers	631.37K	0.02%	631.37K
Stonex group	511.81K	0.19%	446.40K
Westchester capital management	703.63K	0.33%	270.17K

Top Sellers

Holder	Shares	% Assets	Change
Healthcare of ontario pension plan trust fund	-	-	-500.00K
Jpmorgan chase	-	-	-500.00K
Cantor fitzgerald, l. p.	-	-	-440.43K
Fort baker capital management lp	-	-	-352.16K
Saba capital management	-	-	-350.00K

New Positions

Holder	Shares	% Assets	Change	Value
Crossingbridge advisors	635.00K	1.18%	635.00K	$6.51M
Parallax volatility advisers	631.37K	0.02%	631.37K	$6.50M
Sona asset management (us)	165.61K	0.04%	165.61K	$1.70M
Clear street	87.22K	0.00%	87.22K	$908.82K
Kaleidoscope capital lp	85.50K	0.23%	85.50K	$895.15K

Sold Out

Holder	Change
Quarry lp	-8.00
Prelude capital management	-13.50K
Hrt financial lp	-18.84K
Ursa fund management	-38.00K
Diametric capital, lp	-53.33K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	62	-	27,755,230	-0.23%	92	1.08%	18	-18.18%	18	80.00%
Mar 31, 2026	14	-77.42%	3,813,796	-85.85%	18	0.23%	3	-90.63%	2	-83.33%
Dec 31, 2025	26	-58.06%	8,766,901	-64.82%	29	0.65%	15	-55.88%	4	-63.64%
Sep 30, 2025	26	-36.59%	8,820,802	-51.80%	23	0.96%	10	-75.61%	8	-
Jun 30, 2025	44	-	18,593,935	-	50	-	44	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Westchester Merger Arbitrage Composite	587.49K	1.57%	229.89K
The Merger Fund A	587.49K	1.57%	-
First Trust Merger Arbitrage Cl I	294.24K	0.78%	-
First Trust Multi-Strategy Cl I	158.41K	0.42%	-
RiverPark Strategic Income Institutional	102.00K	0.27%	-263.00K
Arrow Long/Short Alt Fd F	90.96K	0.24%	-
Destinations Global Fixed Income Opps I	85.50K	0.23%	-
Accelerate Arbitrage ETF	69.60K	0.19%	60.40K
Arrow Opportunities Alternative Series F	62.94K	0.17%	-
Fidelity Nasdaq Composite Index	51.96K	0.14%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 10, 2019	Aptman Eileen A.	-	Buy	$658.56K
Oct 30, 2020	Levy Ari B.	-	Buy	$132.86K
Nov 02, 2020	Levy Ari B.	-	Buy	$221.70K
Oct 29, 2020	Levy Ari B.	-	Buy	$114.30K
Oct 22, 2020	Levy Ari B.	-	Buy	$67.99K

Insider Transactions Trends

Date	Buy	Sell
2022 Q1	-	-
2021 Q3	-	-
2021 Q2	-	-
2021 Q1	-	-
2020 Q4	6	-

TACO Ownership FAQ

Who Owns Berto Acquisition?

Berto Acquisition shareholders are primarily institutional investors at 92.47%, followed by 14.88% insiders and -7.35% retail investors. The average institutional ownership in Berto Acquisition's industry, Shell Companies Stocks , is 2218.67%, which Berto Acquisition falls below.

Who owns the most shares of Berto Acquisition?

Berto Acquisition’s largest shareholders are Berkley w r (1.82M shares, 9.05%), Centiva capital, lp (1.79M shares, 8.89%), and Magnetar financial (1.65M shares, 8.19%). Together, they hold 26.13% of Berto Acquisition’s total shares outstanding.

Does Blackrock own Berto Acquisition?

BlackRock is not among the top 10 institutional shareholders of Berto Acquisition.

Who is Berto Acquisition’s biggest shareholder by percentage of total assets invested?

Mercuria capital strategies is Berto Acquisition’s biggest shareholder by percentage of total assets invested, with 1.62% of its assets in 270.91K Berto Acquisition shares, valued at 2.84M$.

Who is the top mutual fund holder of Berto Acquisition shares?

Westchester Merger Arbitrage Composite is the top mutual fund holder of Berto Acquisition shares, with 1.57% of its total shares outstanding invested in 587.49K Berto Acquisition shares.

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