Lument Finance Trust Ownership | Who Owns Lument Finance Trust?
Lument Finance Trust Ownership Summary
Lument Finance Trust is owned by 0.64% institutional investors, 13.90% insiders, and 85.45% 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 | 0.64% | 13.90% | 85.45% |
| Sector | Real Estate Stocks | 47.13% | 8.71% | 44.16% |
| Industry | Mortgage REIT Stocks | 29.37% | 4.78% | 65.85% |
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 |
| 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 |
| Deltec asset management | 227.70K | 0.44% | $587.47K |
| Blackrock funding, inc. /de | 214.78K | 0.41% | $554.12K |
| Renaissance | 210.24K | 0.40% | $542.42K |
| Qube research | 129.83K | 0.25% | $334.97K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Melia wealth | 727.37K | 0.98% | $1.88M |
| Deltec asset management | 227.70K | 0.12% | $587.47K |
| Axa | 3.34M | 0.03% | $8.62M |
| Clear harbor asset management | 58.05K | 0.01% | $149.76K |
| Lion street advisors | 10.71K | 0.01% | $27.62K |
| Hillsdale investment management | 62.00K | 0.01% | $159.96K |
| Point72 asia (singapore) pte. | 11.88K | 0.01% | $30.65K |
| Arlington trust | 11.00K | 0.01% | $28.38K |
| Y-intercept (hong kong) | 18.50K | 0.00% | $47.74K |
| James investment research | 10.00K | 0.00% | $25.80K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 336.19K | 0.00% | 274.24K |
| Susquehanna group, llp | 239.54K | 0.00% | 191.53K |
| Qube research | 129.83K | 0.00% | 65.45K |
| Jane street group | 57.50K | - | 57.50K |
| Schonfeld strategic advisors | 33.53K | 0.00% | 33.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deltec asset management | 227.70K | 0.12% | -171.95K |
| Pl capital advisors | - | - | -60.20K |
| Barclays | 9.47K | - | -37.99K |
| Connor, clark & lunn investment management | - | - | -26.20K |
| Prudential financial | - | - | -20.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Schonfeld strategic advisors | 33.53K | 0.00% | 33.53K | $86.51K |
| Balyasny asset management | 18.80K | 0.00% | 18.80K | $48.51K |
| Y-intercept (hong kong) | 18.50K | 0.00% | 18.50K | $47.74K |
| Raymond james financial | 18.47K | - | 18.47K | $47.64K |
| Point72 (difc) | 400.00 | - | 400.00 | $1.03K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -348.00 |
| Capital advisors | -785.00 |
| Sei investments | -11.28K |
| Mercer global advisors inc /adv | -11.33K |
| Gsa capital partners llp | -14.33K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 40 | 8.11% | 10,398,527 | 2.32% | 19 | 5.26% | 23 | 43.75% | 7 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 988.07K | 1.89% | - |
| Vanguard Total Stock Mkt Idx Inv | 988.07K | 1.89% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 582.90K | 1.11% | 21.06K |
| iShares Russell 2000 ETF | 408.35K | 0.78% | 2.83K |
| iShares Russell 2000 Value ETF | 405.72K | 0.78% | 1.46K |
| Fidelity Extended Market Index | 242.08K | 0.46% | -1.08K |
| State St Russell Sm Cap® Indx SL Cl I | 159.80K | 0.31% | 159.80K |
| Auer Growth | 120.00K | 0.23% | - |
| Schwab Small Cap Index | 112.25K | 0.21% | 112.25K |
| NT R2000 Index Fund - NL | 110.65K | 0.21% | 110.65K |
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 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
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