Four Leaf Acquisition Corp - Class A common stock, par value $0.0001 per share (FORL) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q3 2025

Type / Class
Equity / Class A common stock, par value $0.0001 per share
Symbol
FORL on OTC
Shares outstanding
1,013,158
Price per share
$11.50
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
701,465
Total reported value
$8,282,173
% of total 13F portfolios
0%
Share change
-1,099,635
Value change
-$12,727,607
Number of holders
10
Price from insider filings
$11.50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Four Leaf Acquisition Corp - Class A common stock, par value $0.0001 per share (FORL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CALAMOS INVESTMENT TRUST/IL 23% +159% $2,670,360 231,000 0% Calamos Market Neutral Income Fund, a series of Calamos Investment Trust 29 Aug 2025
WOLVERINE ASSET MANAGEMENT LLC 6.8% $2,114,700 185,500 WOLVERINE ASSET MANAGEMENT LLC 30 Jun 2025

As of 30 Sep 2025, 10 institutional investors reported holding 701,465 shares of Four Leaf Acquisition Corp - Class A common stock, par value $0.0001 per share (FORL). This represents 69% of the company’s total 1,013,158 outstanding shares.

Top 18 Institutional Shareholders

The largest institutional shareholders of Four Leaf Acquisition Corp - Class A common stock, par value $0.0001 per share (FORL) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Calamos Advisors LLC 23% 231,000 0% 0.01% $2,769,690
WOLVERINE ASSET MANAGEMENT LLC 18% 184,630 -0.47% 0.03% $2,213,713
Warberg Asset Management LLC 7.5% 75,932 0% 0.24% $873,218
Karpus Management, Inc. 7.2% 73,238 -57% 0.03% $842,237
Clear Street Group Inc. 5.1% 51,565 0% 0% $592,482
Quarry LP 5% 50,600 -56% 0.15% $594,297
Yakira Capital Management, Inc. 2.1% 21,486 0% 0.09% $246,874
Dakota Wealth Management 1.2% 12,575 0% 0% $144,613
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 0.04% 427 0% 0% $4,911
MORGAN STANLEY 0% 12 +71% 0% $138
BERKLEY W R CORP 0% 0 -100% $0
AQR Arbitrage LLC 0% 0 -100% $0
RIVERNORTH CAPITAL MANAGEMENT, LLC 0% 0 -100% $0
Virtu Financial LLC 0% 0 -100% $0
Crossingbridge Advisors, LLC 0% 0 -100% $0
UBS Group AG 0% 0 -100% $0
Polar Asset Management Partners Inc. 0% 0 -100% $0
Hudson Bay Capital Management LP 0% 0 -100% $0

Institutional Holders of Four Leaf Acquisition Corp - Class A common stock, par value $0.0001 per share (FORL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 701,465 $8,282,173 -$12,727,607 $11.50 10
2025 Q2 1,873,873 $21,747,112 -$6,181,566 $11.66 19
2025 Q1 2,419,670 $27,386,866 -$173,624 $11.32 22
2024 Q4 2,435,753 $27,037,225 -$291,912 $11.10 23
2024 Q3 2,468,426 $27,007,937 -$2,555,565 $10.94 21
2024 Q2 2,716,766 $29,663,854 -$19,133,527 $10.92 27
2024 Q1 4,508,108 $48,353,921 +$3,566,039 $10.72 37
2023 Q4 3,932,009 $41,377,022 +$988,741 $10.52 34
2023 Q3 3,804,230 $39,877,576 +$8,556,555 $10.48 30
2023 Q2 2,988,654 $30,830,669 +$28,871,769 $10.32 24