Lument Finance Trust, Inc. - LFT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,710 | 2.23% | 3.38% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,975,563 | 2,785 | 0.0% | 0.0% | 2 | +62,433 | 3.26% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,923,093 | 2,711 | 0.0% | 0.0% | 3 | +16,009 | 0.84% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,099,134 | 1,550 | 0.0% | 0.0% | 4 | +30,855 | 2.89% | Q4 2025 | Feb 09, 2026 |
| Melia Wealth LLC | History | Added to | 988,137 | 1,393 | 0.64% | 0.84% | 5 | +41,731 | 4.41% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 454,684 | 659 | 0.0% | 0.0% | 6 | +18,122 | 4.15% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 318,625 | 449 | 0.0% | 0.0% | 7 | -10,306 | -3.13% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 294,973 | 415 | 0.0% | 0.0% | 8 | +236,357 | 403.23% | Q4 2025 | Feb 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 267,162 | 376 | 0.02% | 0.08% | 9 | -440,150 | -62.23% | Q4 2025 | Feb 17, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 200,000 | 282 | 0.05% | 0.07% | 10 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 136,284 | 192 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 112,804 | 159 | 0.0% | 0.0% | 12 | +46,936 | 71.26% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 113,006 | 159 | 0.0% | 0.0% | 13 | -656 | -0.58% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 98,529 | 138 | 0.0% | — | 14 | +98,529 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 72,344 | 102 | 0.0% | 0.0% | 15 | +7,594 | 11.73% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 58,265 | 82 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 51,170 | 72 | 0.0% | 0.0% | 17 | +16,179 | 46.24% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 50,696 | 71 | 0.0% | 0.0% | 18 | -10,761 | -17.51% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 46,632 | 65 | 0.0% | — | 19 | +46,632 | New | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 46,123 | 65 | 0.0% | 0.0% | 20 | +75 | 0.16% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 41,939 | 59 | 0.0% | 0.0% | 21 | +238 | 0.57% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 34,892 | 49 | 0.0% | 0.0% | 22 | +21,635 | 163.2% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 33,345 | 47 | 0.0% | 0.0% | 23 | +2,879 | 9.45% | Q4 2025 | Feb 19, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 32,987 | 46 | 0.0% | 0.0% | 24 | +24,782 | 302.04% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 32,092 | 45 | 0.0% | 0.0% | 25 | -11,007 | -25.54% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,563 | 38 | 0.0% | 0.0% | 26 | +87 | 0.32% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,600 | 36 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,084 | 33 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,787 | 30 | 0.0% | 0.0% | 29 | +660 | 3.12% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,694 | 29 | 0.0% | 0.0% | 30 | -1,638 | -7.33% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,005 | 25 | 0.0% | 0.0% | 32 | +5 | 0.03% | Q4 2025 | Feb 18, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 18,000 | 25 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,628 | 24 | 0.0% | 0.0% | 33 | +92 | 0.52% | Q4 2025 | Feb 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,394 | 23 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | New | 15,605 | 22 | 0.0% | — | 35 | +15,605 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 13,074 | 18 | 0.0% | 0.0% | 36 | +45 | 0.35% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,042 | 16 | 0.0% | 0.0% | 37 | -7,514 | -38.42% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 10,706 | 15 | 0.0% | — | 38 | +10,706 | New | Q4 2025 | Feb 09, 2026 |
| Arlington Trust Co LLC | History | No change | 11,000 | 15 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,578 | 14 | 0.0% | — | 40 | +10,578 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 9,054 | 12 | 0.0% | 0.0% | 43 | -8,103 | -47.23% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,946 | 12 | 0.0% | — | 42 | +7,946 | New | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 8,600 | 12 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 7,788 | 10 | 0.0% | 0.0% | 44 | +5,160 | 196.35% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,260 | 10 | 0.0% | 0.0% | 45 | +1,419 | 24.29% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 6,780 | 9 | 0.0% | 0.0% | 46 | -3,220 | -32.2% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,659 | 6 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 4,097 | 5 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | No change | 3,149 | 4 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,781 | 3 | 0.0% | 0.0% | 50 | -68 | -2.39% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | New | 1,985 | 2 | 0.0% | — | 52 | +1,985 | New | Q4 2025 | Jan 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,434 | 2 | 0.0% | 0.0% | 51 | -125 | -8.02% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 1,033 | 1 | 0.0% | 0.0% | 53 | -4,043 | -79.65% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 697 | 1 | 0.0% | 0.0% | 54 | -118 | -14.48% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | Reduced | 389 | 1 | 0.0% | 0.0% | 55 | -82 | -17.41% | Q4 2025 | Feb 06, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -89,631 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76,989 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -54,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -52,835 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,831 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,633 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q3 2025 | Oct 16, 2025 |
| IFP Advisors, Inc | History | Reduced | 29 | 0 | — | — | — | -38 | -56.72% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 35 | 0 | — | — | — | +9 | 34.62% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 496 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |