Lument Finance Trust Ownership | Who Owns Lument Finance Trust?
Lument Finance Trust Ownership Summary
Lument Finance Trust is owned by 23.21% institutional investors, 14.02% insiders, and 62.77% retail investors. Axa is the largest institutional shareholder, holding 6.39% 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 | 23.21% | 14.02% | 62.77% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Mortgage REIT Stocks | 51.49% | 5.03% | 43.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Axa | 3.34M | 6.39% | $8.62M |
| Vanguard group | 1.62M | 3.10% | $4.18M |
| Blackrock funding, inc. /de | 1.61M | 3.08% | $3.56M |
| Punch & associates investment management | 898.83K | 1.72% | $1.99M |
| Melia wealth | 727.37K | 1.39% | $1.88M |
| Geode capital management | 443.70K | 0.85% | $1.15M |
| Millennium management | 336.19K | 0.64% | $877.45K |
| Susquehanna group, llp | 239.54K | 0.46% | $618.03K |
| Renaissance | 210.24K | 0.40% | $542.42K |
| Deltec asset management | 200.00K | 0.38% | $442.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Melia wealth | 727.37K | 0.98% | $1.88M |
| Punch & associates investment management | 898.83K | 0.12% | $1.99M |
| Deltec asset management | 200.00K | 0.08% | $442.00K |
| Corsair capital management | 89.63K | 0.04% | $198.09K |
| Axa | 3.34M | 0.03% | $8.62M |
| Clear harbor asset management | 58.05K | 0.01% | $128.28K |
| Lion street advisors | 10.71K | 0.01% | $27.62K |
| Hillsdale investment management | 62.00K | 0.01% | $159.96K |
| Arlington trust | 11.00K | 0.00% | $24.31K |
| James investment research | 10.00K | 0.00% | $22.10K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.61M | 0.00% | 1.42M |
| Millennium management | 336.19K | 0.00% | 274.24K |
| Susquehanna group, llp | 239.54K | 0.00% | 191.53K |
| Melia wealth | 727.37K | 0.98% | 24.41K |
| Intech investment management | 23.70K | 0.00% | 23.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -124.75K |
| Punch & associates investment management | 898.83K | 0.12% | -97.99K |
| Pl capital advisors | - | - | -60.20K |
| Qube research | - | - | -57.46K |
| Barclays | 9.47K | - | -37.99K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Intech investment management | 23.70K | 0.00% | 23.70K | $52.39K |
| Colony group | 13.00K | 0.00% | 13.00K | $28.73K |
| Sterling capital management | 1.23K | - | 1.23K | $2.72K |
Sold Out
| Holder | Change |
|---|---|
| Cubist systematic strategies | -1.00 |
| Northwestern mutual wealth management | -35.00 |
| Point72 (difc) | -285.00 |
| Tower research capital llc (trc) | -348.00 |
| Capital advisors | -785.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 47 | 6.82% | 9,680,232 | 1.14% | 18 | 5.52% | 24 | 9.09% | 10 | -9.09% |
| Jun 30, 2024 | 44 | 10.00% | 9,570,870 | -7.96% | 18 | 4.62% | 22 | -4.35% | 11 | 57.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 988.07K | 1.89% | - |
| Vanguard Total Stock Mkt Idx Inv | 966.94K | 1.85% | -21.13K |
| Fidelity Small Cap Index | 485.04K | 0.93% | 485.04K |
| Vanguard Institutional Extnd Mkt Idx Tr | 400.43K | 0.77% | -182.47K |
| iShares Russell 2000 Value ETF | 393.46K | 0.75% | 292.00 |
| iShares Russell 2000 ETF | 382.13K | 0.73% | -7.25K |
| Fidelity Extended Market Index | 241.45K | 0.46% | -630.00 |
| Vanguard Russell 2000 ETF | 215.51K | 0.41% | -16.95K |
| State St Russell Sm Cap® Indx SL Cl I | 159.80K | 0.31% | - |
| Auer Growth | 120.00K | 0.23% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2024 | Henson James J | PRESIDENT | Buy | $23.69K |
| Jan 02, 2024 | Henson James J | PRESIDENT | Buy | $11.88K |
| Nov 21, 2023 | HOULIHAN WILLIAM A | - | Buy | $6.30K |
| Aug 17, 2023 | HOULIHAN WILLIAM A | - | Buy | $6.33K |
| May 31, 2023 | Henson James J | PRESIDENT | Buy | $18.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
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