Lument Finance Trust Ownership | Who Owns Lument Finance Trust?

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Lument Finance Trust Ownership Summary

Lument Finance Trust is owned by 7.71% institutional investors, 13.93% insiders, and 78.36% retail investors. Axa is the largest institutional shareholder, holding 6.39% of LFT shares. Vanguard Total Stock Mkt Idx Inv 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	7.71%	13.93%	78.36%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Mortgage REIT Stocks	42.37%	4.34%	53.29%

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
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
Lsv asset management	65.73K	0.13%	$170.00K

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
Pl capital advisors	60.20K	0.05%	$155.32K
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

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	239.54K	0.00%	191.53K
Qube research	129.83K	0.00%	65.45K
Millennium management	61.95K	0.00%	61.95K
Jane street group	57.50K	-	57.50K
Schonfeld strategic advisors	33.53K	0.00%	33.53K

Top Sellers

Holder	Shares	% Assets	Change
Pl capital advisors	60.20K	0.05%	-225.94K
Deltec asset management	227.70K	0.12%	-171.95K
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
Cubist systematic strategies	1.40K	-	1.40K	$3.61K

Sold Out

Holder	Change
Tower research capital llc (trc)	-348.00
Sei investments	-11.28K
Mercer global advisors inc /adv	-11.33K
Prudential financial	-20.60K
Connor, clark & lunn investment management	-26.20K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	37	8.82%	10,162,944	0.30%	19	5.17%	16	-5.88%	8	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	988.07K	1.89%	-
Vanguard US Total Market Shares ETF	988.07K	1.89%	-
Vanguard Institutional Extnd Mkt Idx Tr	561.84K	1.07%	-
Fidelity Extended Market Index	241.10K	0.46%	-1.54K
Auer Growth	120.00K	0.23%	-
Fidelity Total Market Index	78.48K	0.15%	-63.00
Nationwide Bailard Cogntv Val M	71.61K	0.14%	6.10K
iShares Micro-Cap ETF	71.54K	0.14%	-
BlackRock Extended Equity Market K	61.37K	0.12%	-26.00
Extended Equity Market Fund K	60.73K	0.12%	186.00

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	-	-

LFT Ownership FAQ

Who Owns Lument Finance Trust?

Lument Finance Trust shareholders are primarily institutional investors at 7.71%, followed by 13.93% insiders and 78.36% retail investors. The average institutional ownership in Lument Finance Trust's industry, Mortgage REIT Stocks, is 42.37%, which Lument Finance Trust falls below.

Who owns the most shares of Lument Finance Trust?

Lument Finance Trust’s largest shareholders are Axa (3.34M shares, 6.39%), Vanguard group (1.62M shares, 3.10%), and Melia wealth (727.36K shares, 1.39%). Together, they hold 10.88% of Lument Finance Trust’s total shares outstanding.

Does Blackrock own Lument Finance Trust?

BlackRock is not among the top 10 institutional shareholders of Lument Finance Trust.

Who is Lument Finance Trust’s biggest shareholder by percentage of total assets invested?

Melia wealth is Lument Finance Trust’s biggest shareholder by percentage of total assets invested, with 0.98% of its assets in 727.36K Lument Finance Trust shares, valued at 1.88M$.

Who is the top mutual fund holder of Lument Finance Trust shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Lument Finance Trust shares, with 1.89% of its total shares outstanding invested in 988.07K Lument Finance Trust shares.

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