Lument Finance Trust Ownership | Who Owns Lument Finance Trust?
Lument Finance Trust Ownership Summary
Lument Finance Trust is owned by 23.36% institutional investors, 14.06% insiders, and 62.58% 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 | 23.36% | 14.06% | 62.58% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Mortgage REIT Stocks | 32.29% | 4.95% | 62.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Axa | 3.34M | 6.38% | $6.75M |
| Blackrock funding, inc. /de | 1.91M | 3.66% | $3.86M |
| Vanguard group | 1.91M | 3.64% | $3.85M |
| Geode capital management | 1.07M | 2.04% | $2.16M |
| Melia wealth | 946.41K | 1.81% | $1.91M |
| Punch & associates investment management | 707.31K | 1.35% | $1.43M |
| State street | 436.56K | 0.83% | $899.32K |
| Millennium management | 336.19K | 0.64% | $877.45K |
| Northern trust | 328.93K | 0.63% | $664.44K |
| Susquehanna group, llp | 239.54K | 0.46% | $618.03K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Axa | 3.34M | 3.38% | $6.75M |
| Melia wealth | 946.41K | 0.84% | $1.91M |
| Punch & associates investment management | 707.31K | 0.08% | $1.43M |
| Deltec asset management | 200.00K | 0.07% | $404.00K |
| Corsair capital management | 89.63K | 0.03% | $181.06K |
| Lion street advisors | 10.71K | 0.01% | $42.82K |
| Arlington trust | 11.00K | 0.00% | $22.22K |
| James investment research | 18.00K | 0.00% | $36.36K |
| Bailard | 54.00K | 0.00% | $109.08K |
| J.w. cole advisors | 41.70K | 0.00% | $84.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.91M | 0.00% | 302.42K |
| Millennium management | 336.19K | 0.00% | 274.24K |
| Susquehanna group, llp | 239.54K | 0.00% | 191.53K |
| Melia wealth | 946.41K | 0.84% | 161.77K |
| Goldman sachs group | 65.87K | - | 65.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Punch & associates investment management | 707.31K | 0.08% | -191.52K |
| Jane street group | - | - | -124.75K |
| Deutsche bank ag\ | - | - | -94.21K |
| Renaissance | - | - | -71.28K |
| Morgan stanley | 58.62K | - | -61.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Police & firemen's retirement system of new jersey | 16.39K | 0.00% | 16.39K | $33.12K |
| Vanguard personalized indexing management | 11.63K | 0.00% | 11.63K | $23.50K |
| Russell investments group | 8.21K | - | 8.21K | $16.57K |
| Cwm | 815.00 | - | 815.00 | $2.00K |
| Pnc financial services group | 496.00 | - | 496.00 | $1.00K |
Sold Out
| Holder | Change |
|---|---|
| Cubist systematic strategies | -1.00 |
| Northwestern mutual wealth management | -35.00 |
| Point72 (difc) | -285.00 |
| Capital advisors | -785.00 |
| Harbour investments | -3.58K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 47 | 6.82% | 9,680,232 | 1.14% | 18 | 5.52% | 24 | 9.09% | 10 | -9.09% |
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 | 395.79K | 0.76% | - |
| iShares Russell 2000 ETF | 390.48K | 0.75% | - |
| Fidelity Extended Market Index | 239.48K | 0.46% | -1.97K |
| 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 |
|---|---|---|---|---|
| Dec 01, 2025 | BRIGGS JAMES A | Chief Financial Officer | Buy | $16.05K |
| Nov 28, 2025 | BRIGGS JAMES A | Chief Financial Officer | Buy | $1.94K |
| Nov 26, 2025 | BRIGGS JAMES A | Chief Financial Officer | Buy | $3.19K |
| Nov 26, 2025 | Flynn James Peter | CEO | Buy | $87.97K |
| Nov 25, 2025 | HOULIHAN WILLIAM A | - | Buy | $4.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 5 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
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