Lionheart Holdings
Lionheart Holdings (CUB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CUB · as of Sep 30, 2025
Ownership Breakdown
43
Institutional Holders
▼ 1 vs Q2
$232.58M
Total Inst. Value
▼ $4.04M vs Q2
30.67M
Shares Outstanding
freeFloat 100.00%
22.13M
13F Shares Held
▼ 391,033 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CUB largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FIRST TRUST CAPITAL MANAGEMENT L.P. measuring & controlling devices, nec | 2.15M | 6.99% | 6.99% | $22.54B | Nov 17, 2025 | — held |
LMR PARTNERS LLP measuring & controlling devices, nec | 1.98M | 6.46% | 6.46% | $20.81B | Nov 14, 2025 | — held |
MAGNETAR FINANCIAL LLC measuring & controlling devices, nec | 1.91M | 6.23% | 6.23% | $20.11B | Nov 13, 2025 | — held |
AQR ARBITRAGE LLC measuring & controlling devices, nec | 1.57M | 5.13% | 5.13% | $16.53B | Nov 14, 2025 | — held |
PICTON MAHONEY ASSET MANAGEMENT measuring & controlling devices, nec | 1.50M | 4.89% | 4.89% | $15.79B | Nov 12, 2025 | — held |
WOLVERINE ASSET MANAGEMENT LLC measuring & controlling devices, nec | 1.26M | 4.12% | 4.12% | $13.28B | Oct 28, 2025 | ▲ 322.9K |
WEALTHSPRING CAPITAL LLC measuring & controlling devices, nec | 1.21M | 3.96% | 3.96% | $12.77B | Oct 15, 2025 | ▼ 9.1K |
KARPUS MANAGEMENT, INC. measuring & controlling devices, nec | 1.11M | 3.63% | 3.63% | $11.70B | Nov 14, 2025 | ▼ 6.3K |
D. E. SHAW & CO., INC. measuring & controlling devices, nec | 986.5K | 3.22% | 3.22% | $10.36B | Nov 14, 2025 | — held |
POLAR ASSET MANAGEMENT PARTNERS INC. measuring & controlling devices, nec | 985.0K | 3.21% | 3.21% | $10.35B | Dec 1, 2025 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
4
Increased
+685.3K shares4
New Positions
first time holders16
Decreased
−1.01M shares4
Sold Out
fully exitedNet shares change (top 50)
327.7K
+685.3K / −1.01M
Net new holders
-12
4 new / 4 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CUB insider trading · insider activity
Source: SEC Form 4
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Aga Anshooman EVP/CFO | May 25, 2021 | D-Return | 14,841 | — | — | 0 | Form 4 ↗ |
Aga Anshooman EVP/CFO | May 25, 2021 | D-Return | 251.832 | $75.00 | $18.9K | 0 | Form 4 ↗ |
FELDMANN BRADLEY H Chairman/President/CEO | May 25, 2021 | D-Return | 39,009 | — | — | 0 | Form 4 ↗ |
FELDMANN BRADLEY H Chairman/President/CEO | May 25, 2021 | D-Return | 33 | $75.00 | $2.5K | 0 | Form 4 ↗ |
Hageman Hilary SVP, General Counsel, & Sec | May 25, 2021 | D-Return | 5,937 | — | — | 0 | Form 4 ↗ |
Hageman Hilary SVP, General Counsel, & Sec | May 25, 2021 | D-Return | 6,034 | $75.00 | $452.6K | 0 | Form 4 ↗ |
HARRISON MARK SVP/Chief Accounting Officer | May 25, 2021 | D-Return | 2,969 | — | — | 0 | Form 4 ↗ |
HARRISON MARK SVP/Chief Accounting Officer | May 25, 2021 | D-Return | 13,330 | $75.00 | $999.8K | 0 | Form 4 ↗ |
Lee Grace G. SVP, Chief HR & Diversity Ofc. | May 25, 2021 | D-Return | 6,785 | — | — | 0 | Form 4 ↗ |
Lee Grace G. SVP, Chief HR & Diversity Ofc. | May 25, 2021 | D-Return | 21,948 | $75.00 | $1.65M | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Lionheart Holdings (CUB) is primarily owned by institutional investors, who hold approximately 72.2% of total shares outstanding. Company insiders own approximately 0.00%, while retail and public investors account for the remaining 27.85%.
The largest institutional shareholder of Lionheart Holdings is FIRST TRUST CAPITAL MANAGEMENT L.P., holding approximately 2.15 million shares — equal to 6.99% of outstanding shares — as of September 30, 2025.
A total of 43 institutional investors currently hold CUB stock, with a combined institutional value of approximately $232,580,967 as of the most recent 13F filing period.
Frequently asked questions
CUB ownershipLionheart Holdings (CUB) is primarily owned by institutional investors, who hold approximately 72.2% of shares. The largest shareholder is FIRST TRUST CAPITAL MANAGEMENT L.P. with a 6.99% stake. Company insiders hold 0.00%. Data sourced from SEC Form 13F as of September 30, 2025.