Lument Finance Trust Ownership | Who Owns Lument Finance Trust?
Lument Finance Trust Ownership Summary
Lument Finance Trust is owned by 15.13% institutional investors, 14.26% insiders, and 70.61% retail investors. Axa is the largest institutional shareholder, holding 6.38% of LFT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.89% of its assets in Lument Finance Trust shares.
LFT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lument Finance Trust | 15.13% | 14.26% | 70.61% |
| Sector | Real Estate Stocks | 42.65% | 9.09% | 48.26% |
| Industry | Mortgage REIT Stocks | 26.66% | 5.00% | 68.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Axa | 3.34M | 6.38% | $6.75M |
| Blackrock funding, inc. /de | 1.98M | 3.77% | $2.79M |
| Vanguard group | 1.92M | 3.67% | $2.71M |
| Geode capital management | 1.10M | 2.10% | $1.55M |
| Melia wealth | 988.14K | 1.89% | $1.39M |
| Punch & associates investment management | 707.31K | 1.35% | $1.43M |
| State street | 454.68K | 0.87% | $659.23M |
| Millennium management | 336.19K | 0.64% | $877.45K |
| Northern trust | 328.93K | 0.63% | $664.44K |
| Morgan stanley | 294.97K | 0.56% | $415.91K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Axa | 3.34M | 3.38% | $6.75M |
| Melia wealth | 988.14K | 0.64% | $1.39M |
| Punch & associates investment management | 707.31K | 0.08% | $1.43M |
| Deltec asset management | 200.00K | 0.05% | $252.00K |
| Corsair capital management | 89.63K | 0.03% | $181.06K |
| Lion street advisors | 10.71K | 0.01% | $42.82K |
| James investment research | 18.00K | 0.00% | $22.68K |
| Foundations investment advisors | 46.12K | 0.00% | $65.03K |
| Brokers financial services, llc. | 10.71K | 0.00% | $15.10K |
| Millennium management | 336.19K | 0.00% | $877.45K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 336.19K | 0.00% | 274.24K |
| Morgan stanley | 294.97K | - | 236.36K |
| Susquehanna group, llp | 239.54K | 0.00% | 191.53K |
| Jane street group | 98.53K | - | 98.53K |
| Blackrock funding, inc. /de | 1.98M | - | 62.43K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Punch & associates investment management | 707.31K | 0.08% | -191.52K |
| Deutsche bank ag\ | - | - | -94.21K |
| Renaissance | - | - | -71.28K |
| Pl capital advisors | - | - | -60.20K |
| Clear harbor asset management | - | - | -58.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 98.53K | - | 98.53K | $138.93K |
| Brokers financial services, llc. | 10.71K | 0.00% | 10.71K | $15.10K |
| Russell investments group | 8.21K | - | 8.21K | $16.57K |
| Farther finance advisors | 9.00 | - | 9.00 | $11.00 |
| Allworth financial lp | 6.00 | - | 6.00 | $9.00 |
Sold Out
| Holder | Change |
|---|---|
| Cubist systematic strategies | -1.00 |
| Northwestern mutual wealth management | -35.00 |
| Srs capital advisors | -100.00 |
| Point72 (difc) | -285.00 |
| Capital advisors | -785.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 43 | -29.51% | 7,921,326 | -35.30% | 15 | 2.76% | 18 | -47.06% | 13 | -7.14% |
| Sep 30, 2025 | 59 | 11.32% | 12,225,437 | 2.01% | 23 | 4.45% | 32 | -5.88% | 14 | 40.00% |
| Jun 30, 2025 | 56 | -3.45% | 12,144,823 | 27.34% | 23 | 6.98% | 38 | 35.71% | 9 | -47.06% |
| Mar 31, 2025 | 2 | -95.92% | 336,189 | -96.47% | - | 0.19% | 1 | -95.24% | 1 | -93.33% |
| Dec 31, 2024 | 30 | -36.17% | 4,031,630 | -58.35% | 7 | 2.25% | 10 | -58.33% | 9 | -10.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 988.07K | 1.89% | - |
| Vanguard Total Stock Mkt Idx Inv | 963.93K | 1.84% | - |
| iShares Russell 2000 ETF | 878.09K | 1.68% | -7.19K |
| Fidelity Small Cap Index | 494.18K | 0.94% | -2.57K |
| Vanguard Institutional Extnd Mkt Idx Tr | 424.44K | 0.81% | - |
| iShares Russell 2000 Value ETF | 383.53K | 0.73% | - |
| Fidelity Extended Market Index | 255.74K | 0.49% | -927.00 |
| Russell Inv US Small Cap Equity Y | 237.02K | 0.45% | 183.02K |
| Vanguard Russell 2000 ETF | 224.89K | 0.43% | -1.93K |
| Russell 2000 Equity Index Fund B | 200.62K | 0.38% | -145.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 27, 2026 | HOULIHAN WILLIAM A | - | Buy | $6.50K |
| Mar 26, 2026 | HOULIHAN WILLIAM A | - | Buy | $19.35K |
| Mar 26, 2026 | Keenan Walter C | - | Buy | $98.15K |
| Mar 26, 2026 | Keenan Walter C | - | Buy | $29.25K |
| Mar 26, 2026 | Keenan Walter C | - | Sell | $62.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 4 | 3 |
| 2025 Q4 | 8 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
LFT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools