Lionheart Ownership | Who Owns Lionheart?

Lionheart Ownership Summary

Lionheart is owned by 104.76% institutional investors. First trust capital management is the largest institutional shareholder, holding 9.98% of CUB shares. Janus Henderson US SMID Cap Growth is the top mutual fund, with 2.31% of its assets in Lionheart shares.

CUB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Lionheart	104.76%	-	-4.76%
Industry	Shell Companies Stocks	6740.42%	23.31%	-6663.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
First trust capital management	2.15M	9.98%	$22.52M
Lmr partners llp	1.98M	9.21%	$20.79M
Magnetar financial	1.91M	8.89%	$20.17M
Aqr arbitrage	1.57M	7.32%	$16.57M
Meteora capital	1.30M	6.05%	$13.66M
Wealthspring capital	1.22M	5.69%	$12.85M
Karpus management	1.12M	5.21%	$11.75M
Polar asset management partners	985.00K	4.58%	$10.34M
Berkley w r	631.69K	2.94%	$6.63M
Rivernorth capital management	545.15K	2.54%	$5.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wealthspring capital	1.22M	3.40%	$12.85M
Meteora capital	1.30M	2.53%	$13.66M
First trust capital management	2.15M	1.52%	$22.52M
Bulldog investors, llp	484.95K	1.29%	$5.09M
Aqr arbitrage	1.57M	0.38%	$16.57M
Karpus management	1.12M	0.38%	$11.75M
Berkley w r	631.69K	0.35%	$6.63M
Rivernorth capital management	545.15K	0.32%	$5.72M
Heights capital management	99.24K	0.28%	$1.05M
Deltec asset management	100.00K	0.19%	$1.05M

Top Buyers

Holder	Shares	% Assets	Change
Magnetar financial	1.91M	0.10%	1.91M
Meteora capital	1.30M	2.53%	1.25M
Wealthspring capital	1.22M	3.40%	899.61K
Mizuho securities usa	255.65K	0.06%	255.65K
Toronto dominion bank	285.35K	0.01%	187.48K

Top Sellers

Holder	Shares	% Assets	Change
Karpus management	1.12M	0.38%	-404.57K
Healthcare of ontario pension plan trust fund	-	-	-186.65K
Verition fund management	125.00K	0.01%	-146.52K
Bulldog investors, llp	484.95K	1.29%	-28.36K
Glazer capital	280.10K	0.11%	-22.26K

New Positions

Holder	Shares	% Assets	Change	Value
Magnetar financial	1.91M	0.10%	1.91M	$20.17M
Mizuho securities usa	255.65K	0.06%	255.65K	$2.65M
K2 principal fund	83.94K	0.12%	83.94K	$881.40K
Radcliffe capital management	77.20K	0.06%	77.20K	$810.60K
Hrt financial lp	34.21K	0.00%	34.21K	$360.00K

Sold Out

Holder	Change
Advisor group	-74.00
Healthcare of ontario pension plan trust fund	-186.65K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	39	25.81%	20,086,333	26.38%	90	1.89%	20	-35.48%	9	-
Sep 30, 2024	31	-	15,894,056	-	69	-	31	-	-	-
Mar 31, 2022	1	-	1,200	-	-	-	1	-	-	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Janus Henderson US SMID Cap Growth	733.63K	2.31%	-377.63K
Janus Henderson Triton D	733.63K	2.31%	-377.63K
Fidelity® Small Cap Index	212.09K	0.67%	9.55K
Columbia Focused Small Cap Value	123.59K	0.39%	-67.61K
Gabelli ABC AAA	102.50K	0.32%	102.50K
JNL/Mellon Small Cap Index A	98.54K	0.31%	3.23K
PartnerSelect Alt Strats Instl	88.89K	0.28%	88.89K
T. Rowe Price US Smlr Cm Eq A USD	88.67K	0.28%	-
Man GLG Event Driven Alternative IN USD	71.53K	0.23%	71.53K
Xtrackers S&P 500 Swap ETF 1C	60.80K	0.19%	60.80K

CUB Ownership FAQ

Who Owns Lionheart?

Lionheart shareholders are primarily institutional investors at 104.76%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Lionheart's industry, Shell Companies Stocks , is 6740.42%, which Lionheart falls below.

Who owns the most shares of Lionheart?

Lionheart’s largest shareholders are First trust capital management (2.14M shares, 9.98%), Lmr partners llp (1.98M shares, 9.21%), and Magnetar financial (1.91M shares, 8.89%). Together, they hold 28.08% 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 3.40% of its assets in 1.22M Lionheart shares, valued at 12.85M$.

Who is the top mutual fund holder of Lionheart shares?

Janus Henderson US SMID Cap Growth is the top mutual fund holder of Lionheart shares, with 2.31% of its total shares outstanding invested in 733.63K Lionheart shares.

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