Smart Money · Holder IQ
70.6 / 100
Above median holder quality (percentile 87.9 this quarter).
CUBWU
Lionheart Holdings UnitNASDAQ
$11.08
Close Nov 11, 2026
Reading stored signals…
People-network credibilityUncalibrated
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
Show all 3 reporting owners
- Freddy J. MartinezDirector — as filedRED 0 · GREEN 0 · Net 0
- Ophir SternbergChairman, President & CEO · Director · 10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Lionheart Sponsor, LLC10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
How this is measured
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 3 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
- Issuer CIK
- 0002015955
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 13, 2026; a new publication can take up to six hours to appear here
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.raw-uncalibrated.v1
- Population identity
- sha256:733e7e30f755f296f1d478ccb2c8674cb0adf04ebbe89319e08bc8255dddb9c5
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Freddy J. Martinez · SEC CIK 0002139532
Read the Form 3 filed Jun 16, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ef8f426cdd7056dd930922a86419deafa23340372ae71e84e7026354e9d28d24
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ophir Sternberg · SEC CIK 0001793414
Read the Form 4 filed Jun 30, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 1ccb0554efd4e967a110c9bdda7248fd2600ca144a1d8c71b94499fd4531354d
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Lionheart Sponsor, LLC · SEC CIK 0002026363
Read the Form 4 filed Jun 30, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6a90ccef556d3f846ce546017c7f7b6f886e48acbdadd18e457cf4c63e976590
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
- 1 month
- —
- 3 months
- —
- 1 year
- —
- 52-week range
- $10.63$12.32
More market facts
- Dividend
- No dividends on record
End-of-day close from stored market data, not a live quote.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Adjusted close · USD
Settlement records · 46 observations
Settlement Aug 31, 2026
47 shares short
-1 shares (-2.1%) vs Aug 14, 2026
Published Sep 10, 2026.
Settlement Aug 14, 2026
48 shares short
0 shares (0%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
48 shares short
0 shares (0%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
48 shares short
-40 shares (-45.5%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
88 shares short
-14 shares (-13.7%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
102 shares short
+99 shares (+3,300%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
3 shares short
0 shares (0%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
3 shares short
0 shares (0%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
3 shares short
0 shares (0%) vs Apr 15, 2026
Published May 11, 2026.
Settlement Apr 15, 2026
3 shares short
0 shares (0%) vs Mar 31, 2026
Published Apr 24, 2026.
Settlement Mar 31, 2026
3 shares short
0 shares (0%) vs Mar 13, 2026
Published Apr 10, 2026.
Settlement Mar 13, 2026
3 shares short
-32 shares (-91.4%) vs Jan 30, 2026
Published Mar 24, 2026.
Settlement Jan 30, 2026
35 shares short
+34 shares (+3,400%) vs Dec 31, 2025
Published Feb 10, 2026.
Settlement Dec 31, 2025
1 shares short
-1 shares (-50%) vs Dec 15, 2025
Published Jan 12, 2026.
Settlement Dec 15, 2025
2 shares short
+1 shares (+100%) vs Sep 30, 2025
Published Dec 24, 2025.
Settlement Sep 30, 2025
1 shares short
0 shares (0%) vs Sep 15, 2025
Published Oct 9, 2025.
Settlement Sep 15, 2025
1 shares short
-102 shares (-99%) vs Aug 29, 2025
Published Sep 24, 2025.
Settlement Aug 29, 2025
103 shares short
+3 shares (+3%) vs Aug 15, 2025
Published Sep 10, 2025.
Settlement Aug 15, 2025
100 shares short
0 shares (0%) vs Jul 31, 2025
Published Aug 26, 2025.
Settlement Jul 31, 2025
100 shares short
0 shares (0%) vs Jul 15, 2025
Published Aug 11, 2025.
Settlement Jul 15, 2025
100 shares short
-1 shares (-1%) vs Jun 30, 2025
Published Jul 24, 2025.
Settlement Jun 30, 2025
101 shares short
-8 shares (-7.3%) vs Jun 13, 2025
Published Jul 10, 2025.
Settlement Jun 13, 2025
109 shares short
+1 shares (+0.9%) vs May 30, 2025
Published Jun 25, 2025.
Settlement May 30, 2025
108 shares short
0 shares (0%) vs May 15, 2025
Published Jun 10, 2025.
Settlement May 15, 2025
108 shares short
0 shares (0%) vs Apr 30, 2025
Published May 27, 2025.
Settlement Apr 30, 2025
108 shares short
-1 shares (-0.9%) vs Apr 15, 2025
Published May 9, 2025.
Settlement Apr 15, 2025
109 shares short
0 shares (0%) vs Mar 31, 2025
Published Apr 25, 2025.
Settlement Mar 31, 2025
109 shares short
-231 shares (-67.9%) vs Mar 14, 2025
Published Apr 9, 2025.
Settlement Mar 14, 2025
340 shares short
-125 shares (-26.9%) vs Feb 28, 2025
Published Mar 25, 2025.
Settlement Feb 28, 2025
465 shares short
+81 shares (+21.1%) vs Feb 14, 2025
Published Mar 11, 2025.
Settlement Feb 14, 2025
384 shares short
+178 shares (+86.4%) vs Jan 31, 2025
Published Feb 26, 2025.
Settlement Jan 31, 2025
206 shares short
+99 shares (+92.5%) vs Jan 15, 2025
Published Feb 11, 2025.
Settlement Jan 15, 2025
107 shares short
-1 shares (-0.9%) vs Dec 31, 2024
Published Jan 27, 2025.
Settlement Dec 31, 2024
108 shares short
-571 shares (-84.1%) vs Dec 13, 2024
Published Jan 10, 2025.
Settlement Dec 13, 2024
679 shares short
-626 shares (-48%) vs Nov 29, 2024
Published Dec 24, 2024.
Settlement Nov 29, 2024
1,305 shares short
+74 shares (+6%) vs Nov 15, 2024
Published Dec 10, 2024.
Settlement Nov 15, 2024
1,231 shares short
+41 shares (+3.4%) vs Oct 31, 2024
Published Nov 26, 2024.
Settlement Oct 31, 2024
1,190 shares short
-101 shares (-7.8%) vs Oct 15, 2024
Published Nov 11, 2024.
Settlement Oct 15, 2024
1,291 shares short
-51 shares (-3.8%) vs Sep 30, 2024
Published Oct 24, 2024.
Settlement Sep 30, 2024
1,342 shares short
-1,437 shares (-51.7%) vs Sep 13, 2024
Published Oct 9, 2024.
Settlement Sep 13, 2024
2,779 shares short
+432 shares (+18.4%) vs Aug 30, 2024
Published Sep 24, 2024.
Settlement Aug 30, 2024
2,347 shares short
-2,658 shares (-53.1%) vs Aug 15, 2024
Published Sep 11, 2024.
Settlement Aug 15, 2024
5,005 shares short
-7,205 shares (-59%) vs Jul 31, 2024
Published Aug 26, 2024.
Settlement Jul 31, 2024
12,210 shares short
+8,434 shares (+223.4%) vs Jul 15, 2024
Published Aug 9, 2024.
Settlement Jul 15, 2024
3,776 shares short
-3,899 shares (-50.8%) vs Jun 28, 2024
Published Jul 24, 2024.
Settlement Jun 28, 2024
7,675 shares short
Published Jul 10, 2024.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Portfolio context
Link an account to see your stake, watchlist and past holdings.
We’ll show you if CUBWU is in your portfolio and how much it contributes.
Sign inMarket context
Smart money context
Holder IQ: MEDIUM
1 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Aug 13, 2026
Red flags
Red flags: 0
Largest 13-F holders · Q2 2026
2 filers reported a long position in CUBWU for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 2 hold
100%
of the 26.5K shares 13-F filers reported
Moves vs Q1 2026
1 added0 trimmed
1 unchanged
Net shares held
+65.3%
across the 2 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Clear Street Group Inc. | $210.3K · 19K shares | 19K | +122% |
| 2 | UBS Group AG | $81K · 7.4K shares | 7.4K | Unchanged |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inMoves the factor model did not explain
How much of CUBWU’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A unique ordinary-share USD model listing is unavailable.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (0)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T16:38:09.392Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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