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Liberty Defense Holdings (DETX): which funds own it

Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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No concentrated manager holds it.

Who owns Liberty Defense Holdings?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Global Value Investment (13D filed Apr 29, 2026), AWM Investment (13G filed Aug 14, 2026) and Lytton Laurence W (13G filed Apr 27, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were AWM Investment (514,300 shares), Bleichroeder (277,777 shares) and Citadel Advisors (15,523 shares).

Which institutions hold the most Liberty Defense Holdings shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. AWM Investment: 514,300 shares
  2. 2. Bleichroeder: 277,777 shares
  3. 3. Citadel Advisors: 15,523 shares
  4. 4. Morgan Stanley: 3,206 shares
  5. 5. Federation des caisses Desjardins du Quebec: 1,619 shares
  6. 6. Royal Bank of Canada: 1,394 shares
  7. 7. Game Plan Financial Advisors: 481 shares
  8. 8. National Bank of Canada: 437 shares
  9. 9. PNC Financial Services Group: 70 shares
  10. 10. Wells Fargo: 1 shares

Sources:13D by Global Value Investment (Apr 29, 2026) ↗13G by AWM Investment (Aug 14, 2026) ↗13G by Lytton Laurence W (Apr 27, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
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All 13F: 10
Consensus
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No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$4.03
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Concentrated managers holding it

None in the latest quarter.

Largest holders of DETX (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • AWM Investment9.9%13Gfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026
  • Global Value Investment21.01%13Dfiling ↗Event: Apr 22, 2026 · filed: Apr 29, 2026
  • Lytton Laurence W9.9%13Gfiling ↗Event: Apr 22, 2026 · filed: Apr 27, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

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