Lument Finance Trust Ownership | Who Owns Lument Finance Trust?
Lument Finance Trust Ownership Summary
Lument Finance Trust is owned by 15.79% institutional investors, 14.28% insiders, and 69.93% 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 | 15.79% | 14.28% | 69.93% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Mortgage REIT Stocks | 43.45% | 5.01% | 51.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Axa | 3.34M | 6.38% | $4.21M |
| Blackrock funding, inc. /de | 2.22M | 4.24% | $2.79M |
| Vanguard group | 1.92M | 3.67% | $2.71M |
| Panoramic investment advisors | 1.38M | 2.64% | $1.74M |
| Melia wealth | 1.38M | 2.64% | $1.74M |
| Geode capital management | 1.24M | 2.36% | $1.56M |
| Russell investments group | 689.57K | 1.32% | $868.85K |
| State street | 457.22K | 0.87% | $594.33K |
| Millennium management | 336.19K | 0.64% | $877.45K |
| Northern trust | 332.72K | 0.64% | $419.23K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Axa | 3.34M | 1.64% | $4.21M |
| Melia wealth | 1.38M | 0.84% | $1.74M |
| Panoramic investment advisors | 1.38M | 0.84% | $1.74M |
| 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 |
| Segall bryant & hamill | 131.70K | 0.00% | $180.43K |
| Eversource wealth advisors | 8.54K | 0.00% | $87.90K |
| James investment research | 18.00K | 0.00% | $22.68K |
| Russell investments group | 689.57K | 0.00% | $868.85K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Panoramic investment advisors | 1.38M | 0.84% | 1.38M |
| Russell investments group | 689.57K | 0.00% | 656.58K |
| Melia wealth | 1.38M | 0.84% | 395.60K |
| Vanguard fiduciary trust | 288.45K | 0.00% | 288.45K |
| Millennium management | 336.19K | 0.00% | 274.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 24.37K | - | -270.61K |
| Punch & associates investment management | - | - | -267.16K |
| Jane street group | - | - | -98.53K |
| Deutsche bank ag\ | - | - | -94.21K |
| Renaissance | - | - | -71.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Panoramic investment advisors | 1.38M | 0.84% | 1.38M | $1.74M |
| Vanguard fiduciary trust | 288.45K | 0.00% | 288.45K | $363.45K |
| Segall bryant & hamill | 131.70K | 0.00% | 131.70K | $180.43K |
| Mariner | 20.09K | - | 20.09K | $25.31K |
| Vanguard global advisers | 11.44K | - | 11.44K | $14.41K |
Sold Out
| Holder | Change |
|---|---|
| Cubist systematic strategies | -1.00 |
| Northwestern mutual wealth management | -35.00 |
| Point72 (difc) | -285.00 |
| Capital advisors | -785.00 |
| Amalgamated bank | -1.43K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 38 | -38.71% | 8,266,487 | -31.98% | 15 | 2.93% | 24 | -25.00% | 7 | -56.25% |
| 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% |
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 | 850.54K | 1.62% | 7.19K |
| Fidelity Small Cap Index | 492.18K | 0.94% | -2.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 435.75K | 0.83% | 11.32K |
| Fidelity Extended Market Index | 387.83K | 0.74% | 132.09K |
| iShares Russell 2000 Value ETF | 379.15K | 0.72% | 2.04K |
| Russell Inv US Small Cap Equity Y | 237.02K | 0.45% | - |
| Vanguard Russell 2000 ETF | 229.68K | 0.44% | 4.80K |
| Russell 2000 Equity Index Fund B | 200.62K | 0.38% | -145.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2026 | HOULIHAN WILLIAM A | - | Buy | $11.90K |
| May 20, 2026 | HOULIHAN WILLIAM A | - | Buy | $11.40K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 2 | - |
| 2026 Q1 | 4 | 3 |
| 2025 Q4 | 8 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
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