LFT · Lument Finance Trust, Inc. · Holdings

$6.66 -0.17 (-2.49%) At close · Sep 11

Market Cap

$34.96M

5.25M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 51

Total Value: $9,086,096

Total Shares: 9,876,218

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 51 13F filers · Δ vs Mar 31, 2026

Top Holder

33.8%

+7.8 pts

Top 5

74.9%

+0.0 pts

Top 10

90.3%

−0.4 pts

HHI

1,694

Moderately concentrated+320

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -13

Institutional value: -43.8%

Shares held: -23.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+16,500	18,223
Small Melia Wealth LLC	+3,817	142,191
Mega AQR CAPITAL MANAGEMENT LLC	+3,509	9,675
Mega GOLDMAN SACHS GROUP INC	+2,939	16,921
Mega ROYAL BANK OF CANADA	+445	860

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−184,344	37,414
Mega GEODE CAPITAL MANAGEMENT, LLC	−76,313	47,359
Mega STATE STREET CORP	−34,036	11,686
Mega NORTHERN TRUST CORP	−22,632	10,640
Mega JPMORGAN CHASE & CO	−1,858	14

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega MILLENNIUM MANAGEMENT LLC	53,442	$491,667
Mega JANE STREET GROUP, LLC	22,188	$204,125
Mid Callan Family Office, LLC	7,702	$70,853
Mega Qube Research & Technologies Ltd	6,886	$63,354
Micro Ground Swell Capital, LLC	5,032	$46,295

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	26,364	$332,192
Small DELTEC ASSET MANAGEMENT LLC	20,000	$252,000
Mega Bank of New York Mellon Corp	11,301	$142,388
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	11,129	$140,226
Mega BANK OF AMERICA CORP /DE/	3,863	$48,671

Filter: New 12 Increased 15 Reduced 20 Sold out 25 Unchanged 4

Showing 51 of 51

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

AXA S.A.

$3,073,517

33.83%

3,340,780

Melia Wealth LLC

$1,308,156

14.40%

1,421,909

VANGUARD CAPITAL MANAGEMENT LLC

$1,292,870

14.23%

1,405,294

Russell Investments Group, Ltd.

$637,972

7.02%

693,448

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	371,155	$341,462	53.5%	Defined
Russell Investments Capital, LLC	103,208	$94,951	14.9%	Defined
Russell Investments France SAS	72,855	$67,026	10.5%	Defined
Russell Investments Trust Company	146,230	$134,531	21.1%	Defined

MILLENNIUM MANAGEMENT LLC

$491,667

5.41%

534,421

GEODE CAPITAL MANAGEMENT, LLC

$435,706

4.80%

473,594

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	93,192	$85,736	19.7%	Defined
Held directly	380,402	$349,969	80.3%	Defined

BlackRock, Inc.

$344,205

3.79%

374,136

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	282	$259	0.1%	Sole
BlackRock Investment Management, LLC	84,407	$77,654	22.6%	Sole
BLACKROCK ADVISORS LLC	1,670	$1,536	0.4%	Sole
BlackRock Fund Advisors	171,526	$157,803	45.8%	Sole
BlackRock Institutional Trust Company, N.A.	116,251	$106,950	31.1%	Sole

VANGUARD FIDUCIARY TRUST CO

$250,707

2.76%

272,508

JANE STREET GROUP, LLC

$204,125

2.25%

221,876

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	108,100	$99,452	48.7%	Defined
Jane Street Global Trading, LLC	113,776	$104,673	51.3%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$167,647

1.85%

182,226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	182,226	$167,647	100.0%	Other

GOLDMAN SACHS GROUP INC

$155,670

1.71%

169,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	169,207	$155,670	100.0%	Defined

STATE STREET CORP

$107,506

1.18%

116,855

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	116,855	$107,506	100.0%	Defined

NORTHERN TRUST CORP

$97,890

1.08%

106,403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	106,403	$97,890	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$89,010

0.98%

96,751

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	13	$11	0.0%	Other
Prism Planning Partners LLC	88	$80	0.1%	Other
Compound Planning, Inc.	16	$14	0.0%	Other
Arax Advisory Partners	1,905	$1,752	2.0%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	410	$377	0.4%	Other
Stokes Family Office, LLC	256	$235	0.3%	Other
Held directly	94,063	$86,537	97.2%	Defined

Callan Family Office, LLC

$70,853

0.78%

77,015

Qube Research & Technologies Ltd

$63,354

0.70%

68,864

Ground Swell Capital, LLC

$46,295

0.51%

50,321

J.W. COLE ADVISORS, INC.

$34,583

0.38%

37,591

Foundations Investment Advisors, LLC

$26,289

0.29%

28,576

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Diversified Planning Strategies Advisors LLC	28,576	$26,289	100.0%	Other

OSAIC HOLDINGS, INC.

$25,472

0.28%

27,688

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	27,688	$25,472	100.0%	Defined

Point72 Asset Management, L.P.

$17,455

0.19%

18,973

NewEdge Advisors, LLC

$16,628

0.18%

18,074

JAMES INVESTMENT RESEARCH, INC.

$16,560

0.18%

18,000

PNC FINANCIAL SERVICES GROUP, INC.

$15,404

0.17%

16,744

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	16,744	$15,403	100.0%	Defined

Focus Partners Wealth

$12,847

0.14%

13,965

Orion Porfolio Solutions, LLC

$10,847

0.12%

11,791

Vanguard Global Advisers, LLC

$10,522

0.12%

11,437

180 WEALTH ADVISORS, LLC

$10,120

0.11%

11,000

XTX Topco Ltd

$9,310

0.10%

10,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	10,120	$9,310	100.0%	Defined

Itau Unibanco Holding S.A.

$8,866

0.10%

9,638

MORGAN STANLEY

$8,554

0.09%

9,298

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	4,285	$3,942	46.1%	Defined
MORGAN STANLEY & CO. LLC	2,430	$2,235	26.1%	Defined
MORGAN STANLEY SMITH BARNEY LLC	2,324	$2,137	25.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	259	$238	2.8%	Defined

ROYAL BANK OF CANADA

$7,912

0.09%

8,601

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	21	$19	0.2%	Defined
RBC Capital Markets, LLC	8,580	$7,893	99.8%	Defined

Tower Research Capital LLC (TRC)

$4,255

0.05%

4,626

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	4,626	$4,255	100.0%	Defined

BARCLAYS PLC

$3,816

0.04%

4,148

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	4,148	$3,816	100.0%	Defined

FMR LLC

$2,707

0.03%

2,943

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	2,943	$2,707	100.0%	Defined

UBS Group AG

$1,941

0.02%

2,110

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	232	$213	11.0%	Defined
UBS Securities LLC	1,878	$1,727	89.0%	Defined

Arax Advisory Partners

$1,682

0.02%

1,829

BNP PARIBAS ARBITRAGE, SA

$1,082

0.01%

1,177

SHP Wealth Management

$920

0.01%

1,000

EverSource Wealth Advisors, LLC

$330

0.00%

361

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	131	$120	36.4%	Sole
Held directly	230	$210	63.6%	Sole

GAMMA Investing LLC

$212

0.00%

231

Essential Partners LLC

$195

0.00%

212

Allworth Financial LP

$137

0.00%

149

JPMORGAN CHASE & CO

$124

0.00%

135

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities plc	135	$124	100.0%	Defined

Farther Finance Advisors, LLC

$78

0.00%

ROTHSCHILD INVESTMENT LLC

$49

0.00%

IFP Advisors, Inc

$41

0.00%

SJS Investment Consulting Inc.

0.00%

CITIGROUP INC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1	$1	100.0%	Defined

Caitong International Asset Management Co., Ltd

0.00%

WELLS FARGO & COMPANY/MN

—

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	0	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	40,581	$51,132	35.9%	Defined
The Bank of New York Mellon	72,424	$91,254	64.1%	Defined
Held directly	2	$2	0.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	38,628	$48,671	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	5,953	$7,500	17.2%	Defined
Invesco Trust Co joint	17,300	$21,798	49.9%	Defined
Invesco Capital Management LLC	11,383	$14,342	32.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	23,084	$29,085	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	22,297	$28,094	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	16,394	$20,656	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	4,659	$5,870	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	4,097	$5,162	100.0%	Defined

Key facts CIK 1547546 CUSIP 55025L108 13F (30d) 17 filings 17 filers Visit website Investor relations