Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CUBWU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ROBINSON CAPITAL MANAGEMENT, LLC | 18K | $194K | 0.0% | 0.068% | 0.09% |
| 2 | Clear Street Group Inc. | 9K | $92K | +43.1% | 0.032% | 0.00% |
| 3 | UBS Group AG | 7K | $80K | 0.0% | 0.028% | 0.00% |
| 4 | Magnetar Financial LLC | 3 | $41 | — | 0.000% | 0.00% |
| 5 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | $11 | 0.0% | 0.000% | 0.00% |
| 6 | GLAZER CAPITAL, LLC | 3 | $0 | — | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CUBWU — a direct measure of their conviction.
Filings activity in CUBWU during Q1 2026, grouped by how each filer changed its position.
Institutions that fully closed their CUBWU position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 6 | +20% | 0.12% | 0.01 pp | $0M | 2.2% |
| Q4 2025 | 5 | +0.0% | 0.13% | +0.02 pp | $0M | +18% |
| Q3 2025 | 5 | 17% | 0.11% | +0.00 pp | $0M | +1.6% |
| Q2 2025 | 6 | 14% | 0.11% | 7.19 pp | $0M | 99% |
| Q1 2025 | 7 | 22% | 7.30% | 0.68 pp | $22M | 8.5% |
| Q4 2024 | 9 | 50% | 7.98% | 11.78 pp | $24M | 60% |
| Q3 2024 | 18 | 58% | 19.76% | 46.57 pp | $58M | 70% |
| Q2 2024 | 43 | — | 66.33% | — | $195M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CUBWU stock.
Based on Q1 2026 13F filings, institutional ownership of Lionheart Holdings Unit stands at 0.1%, held across 6 reporting institutions.
ROBINSON CAPITAL MANAGEMENT, LLC is the largest reported institutional holder of CUBWU, with approximately 18,000 shares worth $0.00B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CUBWU.
Our composite Smart Money Score for CUBWU is 42 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in CUBWU during Q1 2026, while 1 fully exited. 2 added to existing positions and 2 trimmed.
CUBWU institutional ownership fell by 0.01 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 100.0% of all reported 13F value in CUBWU, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lionheart Holdings Unit (CUBWU) Institutional Ownership