Lionheart Ownership | Who Owns Lionheart?

Lionheart Ownership Summary

Lionheart is owned by 27.74% institutional investors, and 72.26% retail 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	27.74%	-	72.26%
Industry	Shell Companies Stocks	235.09%	18.98%	-154.07%

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	6.46%	$20.81M
Magnetar financial	1.91M	6.23%	$20.11M
Meteora capital	1.30M	6.05%	$13.66M
Aqr arbitrage	1.57M	5.13%	$16.53M
Picton mahoney asset management	1.50M	4.89%	$15.79M
Wolverine asset management	1.26M	4.12%	$13.28M
Wealthspring capital	1.21M	3.96%	$12.77M
Karpus management	1.11M	3.63%	$11.70M
Polar asset management partners	985.00K	3.21%	$10.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gritstone asset management	291.01K	3.15%	$3.06M
Wealthspring capital	1.21M	3.04%	$12.77M
Kepos capital lp	50.00K	2.80%	$527.00K
Meteora capital	1.30M	2.53%	$13.66M
First trust capital management	2.15M	1.52%	$22.52M
Mmcap inc. spc	980.00K	1.20%	$10.30M
Bulldog investors, llp	476.39K	1.16%	$5.01M
Aqr arbitrage	1.57M	0.42%	$16.53M
Berkley w r	631.69K	0.38%	$6.64M
Karpus management	1.11M	0.37%	$11.70M

Top Buyers

Holder	Shares	% Assets	Change
Meteora capital	1.30M	2.53%	1.25M
Wolverine asset management	1.26M	0.10%	322.89K
Westchester capital management	300.00K	0.14%	300.00K
Periscope capital	200.00K	0.34%	200.00K
Jain global	250.00K	0.01%	190.70K

Top Sellers

Holder	Shares	% Assets	Change
Commonwealth of pennsylvania public school empls retrmt sys	-	-	-400.00K
Healthcare of ontario pension plan trust fund	-	-	-186.65K
K2 principal fund	-	-	-83.94K
Virtu financial	-	-	-57.64K
Hrt financial lp	-	-	-34.21K

New Positions

Holder	Shares	% Assets	Change	Value
Westchester capital management	300.00K	0.14%	300.00K	$3.15M
Periscope capital	200.00K	0.34%	200.00K	$2.11M
Clear street group	33.49K	0.00%	33.49K	$351.98K
Citigroup	12.50K	0.00%	12.50K	$131.63K

Sold Out

Holder	Change
Advisor group	-74.00
Hrt financial lp	-34.21K
Virtu financial	-57.64K
K2 principal fund	-83.94K
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 %
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%
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	-	-	-

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 27.74%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Lionheart's industry, Shell Companies Stocks , is 235.09%, 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, 6.46%), and Magnetar financial (1.91M shares, 6.23%). Together, they hold 22.67% 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?

Gritstone asset management is Lionheart’s biggest shareholder by percentage of total assets invested, with 3.15% of its assets in 291.01K Lionheart shares, valued at 3.06M$.

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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