Lionheart Holdings Unit — Institutional Ownership
Which tracked institutions hold CUBWU, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
8
Funds holding
$22420874
Total value held
Buying
5 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Berkley W R Corp | $9866629 | 916973 | +285106 | +45.12% |
| 2 | Goldman Sachs Group Inc | $6314775 | 586875 | +260 | +0.04% |
| 3 | Toronto Dominion Bank | $4061900 | 377500 | — | NEW BUY |
| 4 | Jpmorgan Chase & Co | $1976535 | 183352 | — | NEW BUY |
| 5 | Citigroup Inc | $133500 | 12500 | — | Held |
| 6 | Jpmorgan Chase & Co | $55699 | 278495 | — | NEW BUY |
| 7 | Berkley W R Corp | $11072 | 96197 | -2783 | -2.81% |
| 8 | Morgan Stanley | $764 | 71 | -20 | -21.98% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.