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 | 42.56% | 9.05% | 48.39% |
| 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% | $282.00K |
| 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% | $25.38K |
| Arlington trust | 11.00K | 0.00% | $15.51K |
| J.w. cole advisors | 41.94K | 0.00% | $59.13K |
| Foundations investment advisors | 46.12K | 0.00% | $65.03K |
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 |
| Gamma investing | 1.99K | 0.00% | 1.99K | $2.80K |
| 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 | 672.44K | 1.28% | 672.44K |
| Fidelity Small Cap Index | 496.75K | 0.95% | -591.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 424.44K | 0.81% | - |
| iShares Russell 2000 Value ETF | 381.78K | 0.73% | 381.78K |
| Fidelity Extended Market Index | 257.73K | 0.49% | 22.04K |
| Vanguard Russell 2000 ETF | 218.86K | 0.42% | -5.87K |
| State St Russell Sm Cap® Indx SL Cl I | 158.80K | 0.30% | - |
| Auer Growth | 120.00K | 0.23% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 30, 2025 | Keenan Walter C | - | Buy | $36.45K |
| Dec 18, 2025 | Keenan Walter C | - | Buy | $1.19K |
| Dec 19, 2025 | Keenan Walter C | - | Buy | $13.72K |
| Dec 01, 2025 | BRIGGS JAMES A | Chief Financial Officer | Buy | $16.05K |
| Nov 28, 2025 | BRIGGS JAMES A | Chief Financial Officer | Buy | $1.94K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 5 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
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