Lionheart Ownership | Who Owns Lionheart?
Lionheart Ownership Summary
Lionheart is owned by 100.11% institutional investors. First trust capital management is the largest institutional shareholder, holding 9.33% of CUB shares. First Trust Merger Arbitrage Cl I is the top mutual fund, with 6.95% of its assets in Lionheart shares.
CUB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lionheart | 100.11% | - | -0.11% |
| Industry | Shell Companies Stocks | 2778.81% | 20.40% | -2699.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| First trust capital management | 2.15M | 9.33% | $23.08M |
| Lmr partners llp | 1.98M | 8.61% | $21.30M |
| Magnetar financial | 1.91M | 8.31% | $20.59M |
| Aqr arbitrage | 1.55M | 6.75% | $16.68M |
| Picton mahoney asset management | 1.50M | 6.52% | $16.14M |
| Meteora capital | 1.30M | 6.05% | $13.66M |
| Wolverine asset management | 1.22M | 5.31% | $13.15M |
| Wealthspring capital | 1.18M | 5.12% | $12.66M |
| Karpus management | 1.03M | 4.49% | $11.10M |
| D. e. shaw | 986.47K | 4.29% | $10.60M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gritstone asset management | 291.01K | 3.34% | $3.13M |
| Wealthspring capital | 1.18M | 3.00% | $12.66M |
| Meteora capital | 1.30M | 2.53% | $13.66M |
| First trust capital management | 2.15M | 1.21% | $23.08M |
| Mmcap inc. spc | 980.00K | 0.91% | $10.54M |
| Kepos capital lp | 50.00K | 0.88% | $538.00K |
| Berkley w r | 916.97K | 0.53% | $9.87M |
| Karpus management | 1.03M | 0.35% | $11.10M |
| Crossingbridge advisors | 177.61K | 0.35% | $1.91M |
| Radcliffe capital management | 345.24K | 0.28% | $3.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Meteora capital | 1.30M | 2.53% | 1.25M |
| Berkley w r | 916.97K | 0.53% | 285.11K |
| Highbridge capital management | 183.35K | 0.06% | 183.35K |
| Jpmorgan chase | 183.35K | 0.00% | 183.35K |
| Crossingbridge advisors | 177.61K | 0.35% | 177.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bulldog investors, llp | - | - | -330.64K |
| Healthcare of ontario pension plan trust fund | - | - | -186.65K |
| Commonwealth of pennsylvania public school empls retrmt sys | 250.00K | 0.01% | -150.00K |
| Toronto dominion bank | 377.50K | 0.01% | -132.85K |
| Wolverine asset management | 1.22M | 0.13% | -84.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jpmorgan chase | 183.35K | 0.00% | 183.35K | $1.98M |
| Highbridge capital management | 183.35K | 0.06% | 183.35K | $1.98M |
| Crossingbridge advisors | 177.61K | 0.35% | 177.61K | $1.91M |
| Sona asset management (us) | 140.70K | 0.03% | 140.70K | $1.51M |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -74.00 |
| Ubs group | -254.00 |
| Hrt financial lp | -34.21K |
| Virtu financial | -57.64K |
| Schonfeld strategic advisors | -68.21K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 45 | 4.65% | 23,024,759 | 0.61% | 100 | 1.01% | 7 | -46.15% | 16 | 100.00% |
| Dec 31, 2025 | 21 | -51.16% | 10,375,154 | -53.11% | 45 | 0.87% | 9 | -18.18% | 2 | -86.67% |
| Sep 30, 2025 | 18 | -55.00% | 8,505,960 | -59.36% | 27 | 0.29% | 4 | -73.33% | 6 | -33.33% |
| Jun 30, 2025 | 44 | 7.32% | 22,516,091 | 11.15% | 104 | 1.26% | 16 | 23.08% | 10 | -9.09% |
| Mar 31, 2025 | 41 | 5.13% | 20,257,304 | 0.85% | 91 | 1.12% | 13 | -35.00% | 11 | 22.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust Merger Arbitrage Cl I | 2.13M | 6.95% | 2.13M |
| PICTON Arbitrage Plus Alternative Fund F | 1.23M | 4.03% | - |
| Janus Henderson US SMID Cap Growth | 733.63K | 2.31% | -377.63K |
| Janus Henderson Triton D | 733.63K | 2.31% | -377.63K |
| Karpus Tax Sensitive Fixed Income | 707.63K | 2.31% | 3.90K |
| Karpus Conservative Balanced | 451.90K | 1.47% | -11.10K |
| The Merger Fund A | 329.65K | 1.07% | 82.45K |
| Westchester Merger Arbitrage Composite | 329.65K | 1.07% | 329.65K |
| Special Opportunities Fund | 223.53K | 0.73% | 223.53K |
| Fidelity® Small Cap Index | 212.09K | 0.67% | 9.55K |
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