SEC 13F Intelligence

LFTLUMENT FINANCE TRUST INC

CUSIP 55025L108 · Yahoo Finance ↗ · Google Finance ↗

Lument Finance Trust Inc (LFT) has 63 institutional holders in Filings Flow’s 13F database, together reporting 13.09M shares worth $17M as of Q1 2026. The largest reported holders are Axa S.A., Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
63
Q1 2026
Reported Value
$17M
Ticker
LFT
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 25Q2 ’21Q4 ’21: 26Q4 ’21Q4 ’22: 21Q4 ’22Q4 ’25: 62Q4 ’25Q1 ’26: 63Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $44MQ2 ’21Q4 ’21: $23MQ4 ’21Q4 ’22: $39MQ4 ’22Q4 ’25: $17MQ4 ’25Q1 ’26: $17MQ1 ’26Q2 ’26: $54,803Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
AXA S.A.$256M AUM1.64%$4M3.34MQ1 2026OLDER
Melia Wealth LLC$207M AUM0.84%$2M1.38MQ1 2026OLDER
DELTEC ASSET MANAGEMENT LLC$545M AUM0.05%$252,000200.0KQ1 2026OLDER
CORSAIR CAPITAL MANAGEMENT, L.P.$673M AUM0.03%$181,05589.6KQ3 2025OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.02%$376,698267.2KQ4 2025OLDER
Lion Street Advisors, LLC$289M AUM0.01%$42,82410.7KQ3 2025OLDER
JAMES INVESTMENT RESEARCH, INC.$891M AUM0.00%$22,68018.0KQ1 2026OLDER
BAILARD, INC.$4.4B AUM0.00%$109,08054.0KQ3 2025OLDER
Arlington Trust Co LLC$1.2B AUM0.00%$15,51011.0KQ4 2025OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.00%$59,13341.9KQ4 2025OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.00%$10,12011.0KQ2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$868,851689.6KQ1 2026OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.00%$15,09510.7KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$17,59214.0KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$35,86528.5KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$23,49911.6KQ3 2025OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$5,8704.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$20,65616.4KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$14,82411.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$2M1.24MQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$363,447288.4KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$22,74018.0KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$45,43936.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$419,230332.7KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$31,97815.8KQ3 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$3M2.22MQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$32,25625.6KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$2M1.42MQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$10,8368.6KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$3M1.92MQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$28,09422.3KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$1,9031.5KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$77,69161.7KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$40,95432.5KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$25,31120.1KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$142,388113.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$415,913295.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$155,51877.0KQ3 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$5,8504.5KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$82,15458.3KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$140,227111.3KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$138,92698.5KQ4 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$594,327457.2KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$176,168139.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$16,96813.5KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$332,193263.6KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$27,88722.1KQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$20,44916.2KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$342272Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$10682Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$3,2552.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$2923Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$213231Q2 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$14,41111.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$24,85617.6KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$43,64234.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$13,19310.5KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$21,73017.2KQ2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$3,9212.8KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$48,67138.6KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$3023.1KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$14,13511.2KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$21,71017.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$11,8939.4KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$23,95918.7KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2419Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$6350Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$5,1624.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2,6722.1KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$20,16316.0KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$1915Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$341Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$5,0004.1KQ1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$32Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$32Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$8265Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$119Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$97Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.