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 7.41% of its assets in Lionheart shares.

CUB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lionheart	100.11%	-	-0.11%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Shell Companies Stocks	2303.68%	14.19%	-2217.87%

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
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
D. e. shaw	986.47K	4.29%	$10.60M
Polar asset management partners	985.00K	4.28%	$10.60M
Mmcap inc. spc	980.00K	4.26%	$10.54M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
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
Crossingbridge advisors	177.61K	0.35%	$1.91M
Rivernorth capital management	516.00K	0.28%	$5.55M
Aqr arbitrage	1.55M	0.27%	$16.68M
Periscope capital	225.00K	0.27%	$2.42M

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
Crossingbridge advisors	177.61K	0.35%	177.61K
Sona asset management (us)	140.70K	0.03%	140.70K

Top Sellers

Holder	Shares	% Assets	Change
Magnetar financial	-	-	-1.91M
Karpus management	-	-	-1.03M
Westchester capital management	-	-	-400.04K
Radcliffe capital management	-	-	-345.24K
Bulldog investors, llp	-	-	-330.64K

New Positions

Holder	Shares	% Assets	Change	Value
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
Dakota wealth management	-36.50K
Heights capital management	-36.61K

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	1.94M	7.41%	-194.02K
PICTON Arbitrage Plus Alternative Fund F	1.24M	4.74%	-
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	668.73K	2.18%	-38.90K
Karpus Conservative Balanced	424.50K	1.38%	-27.40K
The Merger Fund A	329.65K	1.07%	-
Westchester Merger Arbitrage Composite	329.65K	1.07%	-
Special Opportunities Fund	223.53K	0.73%	223.53K
CrossingBridge Ultra-Short Dur Instl	177.61K	0.68%	-

CUB Ownership FAQ

Who Owns Lionheart?

Lionheart shareholders are primarily institutional investors at 100.11%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Lionheart's industry, Shell Companies Stocks , is 2303.68%, which Lionheart falls below.

Who owns the most shares of Lionheart?

Lionheart’s largest shareholders are First trust capital management (2.14M shares, 9.33%), Lmr partners llp (1.98M shares, 8.61%), and Aqr arbitrage (1.55M shares, 6.75%). Together, they hold 24.68% of Lionheart’s total shares outstanding.

Does Blackrock own Lionheart?

BlackRock is not among the top 10 institutional shareholders of Lionheart.

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

Wealthspring capital is Lionheart’s biggest shareholder by percentage of total assets invested, with 3.00% of its assets in 1.18M Lionheart shares, valued at 12.66M$.

Who is the top mutual fund holder of Lionheart shares?

First Trust Merger Arbitrage Cl I is the top mutual fund holder of Lionheart shares, with 7.41% of its total shares outstanding invested in 1.94M Lionheart shares.

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