Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Berto Acquisition Corp.

CIK 0002033122TACOTACOUTACOW· quarter ending 2026-06-30
Shares outstanding
37,518,750
Held by 13F filers
28,530,922
76.0% of shares outstanding
Holders
63
+2 vs 2026-03-31 · 8 new, 6 exited
Value
$299.1M
shares +4.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-14, as of 2026-08-14)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockTACO · NASDAQ37,518,75028,530,92276.0%63G1051H101

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
G1051H101COM6328,530,92237,518,75076.0%$299.1M—13DGholders →
G1051H119COMnot common4812,243,895
$244K principal
——$9.2M1 call / 0 putNPORTholders →
G1051H127UNIT 99/99/9999not common4304,472——$3.3M—NPORTholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (63 of 63 · G1051H101)

change vs 2026-03-31
#FilerShares% of classValueChange
1Magnetar Financial LLC1,650,0004.40%$17.3M—
2Centiva Capital, LP1,538,3924.10%$16.1M-252,802 (-14.1%)
3Linden Advisors LP1,500,0004.00%$15.7M—
4GLAZER CAPITAL, LLC1,440,0923.84%$15.1M-138,290 (-8.8%)
5Governors Lane LP1,350,0003.60%$14.2MNEW
6Hudson Bay Capital Management LP1,266,5993.38%$13.3M—
7BERKLEY W R CORP1,225,9993.27%$12.9M-596,599 (-32.7%)
8Polar Asset Management Partners Inc.1,100,0002.93%$11.5M—
9AQR Arbitrage LLC1,080,0902.88%$11.3M+6,153 (+0.6%)
10MOORE CAPITAL MANAGEMENT, LP1,000,0002.67%$10.5M—
11Verbena Value LP897,7452.39%$9.4M—
12TENOR CAPITAL MANAGEMENT Co., L.P.800,0002.13%$8.4M—
13TWO SIGMA INVESTMENTS, LP799,2482.13%$8.4M—
14LMR Partners LLP772,7572.06%$8.1M—
15Verition Fund Management LLC745,8121.99%$7.8M+554,911 (+290.7%)
16Westchester Capital Management, LLC703,6321.88%$7.4M—
17Harraden Circle Investments, LLC649,2841.73%$6.8MNEW
18HIGHBRIDGE CAPITAL MANAGEMENT LLC619,5141.65%$6.5M+119,514 (+23.9%)
19Crossingbridge Advisors, LLC615,0001.64%$6.5M-20,000 (-3.1%)
20WOLVERINE ASSET MANAGEMENT LLC597,6481.59%$6.3M-302,292 (-33.6%)
21D. E. Shaw & Co., Inc.534,4901.42%$5.6M+175,000 (+48.7%)
22MIZUHO SECURITIES USA LLC517,1391.38%$5.3M+175,096 (+51.2%)
23SkyView Investment Advisors, LLC433,6491.16%$4.5MNEW
24Mint Tower Capital Management B.V.410,6681.09%$4.3M—
25GOLDMAN SACHS GROUP INC405,1241.08%$4.2M—
26Radcliffe Capital Management, L.P.392,5531.05%$4.1M+20,789 (+5.6%)
27First Trust Capital Management L.P.352,0000.94%$3.7M—
28TORONTO DOMINION BANK351,0000.94%$3.7M+318,390 (+976.4%)
29ARISTEIA CAPITAL, L.L.C.348,2500.93%$3.7M+10,600 (+3.1%)
30DLD Asset Management, LP300,0080.80%$3.1M+131,202 (+77.7%)
31Parallax Volatility Advisers, L.P.294,7000.79%$3.1M-336,666 (-53.3%)
32Periscope Capital Inc.275,0000.73%$2.9M—
33Mercuria Capital Strategies, LLC270,9080.72%$2.8M—
34CSS LLC/IL270,8090.72%$2.8M-94,072 (-25.8%)
35Lineage Point Capital LP268,8700.72%$2.8M-210,632 (-43.9%)
36Alberta Investment Management Corp250,0000.67%$2.6M—
37MILLENNIUM MANAGEMENT LLC250,0000.67%$2.6MNEW
38Context Capital Management, LLC250,0000.67%$2.6M—
39Shaolin Capital Management LLC248,2810.66%$2.6M-151,719 (-37.9%)
40Massar Capital Management, LP183,9420.49%$1.9M+3,942 (+2.2%)
41RIVERNORTH CAPITAL MANAGEMENT, LLC173,6060.46%$1.8M-300 (-0.2%)
42SONA ASSET MANAGEMENT (US) LLC165,6060.44%$1.7M—
43Schonfeld Strategic Advisors LLC150,0000.40%$1.6M-17,873 (-10.6%)
44Wealthspring Capital LLC148,7650.40%$1.6M—
45Jefferies Financial Group Inc.130,7740.35%$1.4M—
46BlueCrest Capital Management Ltd100,0000.27%$1.0M—
47O'Connor Alternative Investments LLC100,0000.27%$1.0M—
48GRITSTONE ASSET MANAGEMENT LLC98,8530.26%$1.0M—
49HEIGHTS CAPITAL MANAGEMENT, INC95,4730.25%$1.0M-4,527 (-4.5%)
50StoneX Group Inc.65,4100.17%$684KNEW
51GEODE CAPITAL MANAGEMENT, LLC51,9620.14%$545K-5,458 (-9.5%)
52LEVIN CAPITAL STRATEGIES, L.P.50,0850.13%$525K+40,085 (+400.8%)
53BNP PARIBAS FINANCIAL MARKETS46,0080.12%$483K—
54Cannon Global Investment Management, LLC42,1000.11%$442K+400 (+1.0%)
55HRT FINANCIAL LP35,5120.09%$372KNEW
56Tuttle Capital Management, LLC30,5770.08%$321K-9,423 (-23.6%)
57ABC ARBITRAGE SA30,0000.08%$315K—
58Clear Street Group Inc.24,3270.06%$255K-81,074 (-76.9%)
59READYSTATE ASSET MANAGEMENT LP18,3980.05%$193K—
60Rangeley Capital, LLC11,5380.03%$121KNEW
61FNY Investment Advisers, LLC2,0530.01%$21K-347 (-14.5%)
62UBS Group AG6530.00%$7KNEW
63MORGAN STANLEY190.00%$199-3 (-13.6%)
Exited since 2026-03-31 (6 filers; largest 6 shown)
Logan Stone Capital, LLC−323,861
BANK OF MONTREAL /CAN/−260,000
K2 PRINCIPAL FUND, L.P.−208,300
CITADEL ADVISORS LLC−60,584
Diametric Capital, LP−53,332
PRELUDE CAPITAL MANAGEMENT, LLC−13,500

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Berto Acquisition Sponsor LLCSCHEDULE 13G2025-08-142025-06-302,688,3007.2%
Harry L. YouSCHEDULE 13G2025-08-142025-06-305,089,50013.6%
Robert YouSCHEDULE 13G2025-08-142025-06-302,101,0505.6%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.