Lument Finance Trust, Inc. - LFT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AXA S.A. | History | No change | 3,340,780 | 4,209 | 1.64% | 2.23% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,217,584 | 2,794 | 0.0% | 0.0% | 2 | +242,021 | 12.25% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,923,093 | 2,711 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,418,818 | 1,787 | 0.0% | — | 4 | +1,418,818 | New | Q1 2026 | May 15, 2026 |
| Melia Wealth LLC | History | Added to | 1,383,738 | 1,743 | 0.84% | 0.64% | 5 | +395,601 | 40.04% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,236,715 | 1,558 | 0.0% | 0.0% | 6 | +137,581 | 12.52% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 689,566 | 868 | 0.0% | 0.0% | 7 | +656,579 | 1990.42% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 457,224 | 594 | 0.0% | 0.0% | 8 | +2,540 | 0.56% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 332,722 | 419 | 0.0% | 0.0% | 9 | +14,097 | 4.42% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 288,450 | 363 | 0.0% | — | 10 | +288,450 | New | Q1 2026 | May 08, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 263,645 | 332 | 0.0% | — | 11 | +263,645 | New | Q1 2026 | May 08, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 200,000 | 252 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 139,816 | 176 | 0.0% | 0.0% | 13 | +27,012 | 23.95% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 113,007 | 142 | 0.0% | 0.0% | 14 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 111,291 | 140 | 0.0% | 0.0% | 15 | -24,993 | -18.34% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 61,659 | 77 | 0.0% | 0.0% | 16 | +51,081 | 482.9% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 38,628 | 48 | 0.0% | 0.0% | 17 | +3,736 | 10.71% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 36,063 | 45 | 0.0% | 0.0% | 18 | +8,500 | 30.84% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 34,636 | 43 | 0.0% | 0.0% | 19 | +1,291 | 3.87% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 32,506 | 40 | 0.0% | 0.0% | 20 | +414 | 1.29% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 28,464 | 35 | 0.0% | 0.0% | 21 | -17,659 | -38.29% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,600 | 32 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 24,367 | 30 | 0.0% | 0.0% | 24 | -270,606 | -91.74% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,084 | 30 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 22,297 | 28 | 0.0% | 0.0% | 25 | +510 | 2.34% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,133 | 27 | 0.0% | — | 26 | +21,637 | 4362.3% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | New | 20,088 | 25 | 0.0% | — | 27 | +20,088 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 18,718 | 23 | 0.0% | 0.0% | 28 | -31,978 | -63.08% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 18,000 | 22 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,246 | 21 | 0.0% | 0.0% | 30 | -33,924 | -66.3% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,230 | 21 | 0.0% | 0.0% | 31 | -29,402 | -63.05% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 16,002 | 20 | 0.0% | 0.0% | 32 | +8,214 | 105.47% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 16,229 | 20 | 0.0% | 0.0% | 33 | +624 | 4.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,394 | 20 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,048 | 18 | 0.0% | 0.0% | 35 | +43 | 0.24% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,962 | 17 | 0.0% | 0.0% | 36 | +6,702 | 92.31% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 13,466 | 16 | 0.0% | 0.0% | 37 | +392 | 3.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 11,219 | 14 | 0.0% | 0.0% | 38 | -61,125 | -84.49% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,437 | 14 | 0.0% | — | 40 | +11,437 | New | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,765 | 14 | 0.0% | 0.0% | 39 | -8,929 | -43.15% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,471 | 13 | 0.0% | 0.0% | 41 | -1,571 | -13.05% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 9,439 | 11 | 0.0% | 0.0% | 42 | +385 | 4.25% | Q1 2026 | May 05, 2026 |
| STRS OHIO | History | No change | 8,600 | 10 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Added to | 4,796 | 6 | 0.0% | 0.0% | 44 | +2,811 | 141.61% | Q1 2026 | Apr 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,148 | 5 | 0.0% | 0.0% | 47 | -3,798 | -47.8% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,500 | 5 | 0.0% | 0.0% | 46 | -2,280 | -33.63% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | No change | 4,097 | 5 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,659 | 5 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 2,583 | 3 | 0.0% | 0.0% | 49 | +1,886 | 270.59% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 2,120 | 2 | 0.0% | 0.0% | 50 | +1,087 | 105.23% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,510 | 1 | 0.0% | 0.0% | 51 | -1,639 | -52.05% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 797 | 1 | 0.0% | — | 53 | +790 | 11285.71% | Q1 2026 | May 21, 2026 |
| Covestor Ltd | History | Added to | 562 | 1 | 0.0% | 0.0% | 52 | +173 | 44.47% | Q1 2026 | May 05, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -267,162 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98,529 | -100.0% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,265 | -100.0% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,939 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,628 | -100.0% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,706 | -100.0% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -2,781 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,434 | -100.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 272 | 0 | — | — | — | +237 | 677.14% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 82 | 0 | — | — | — | +82 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 65 | 0 | — | — | — | +59 | 983.33% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 50 | 0 | — | — | — | +21 | 72.41% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Added to | 23 | 0 | — | — | — | +21 | 1050.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 19 | 0 | — | — | — | +14 | 280.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15 | 0 | — | — | — | +11 | 275.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |