Who owns Lument Finance Trust (LFT)
Which tracked institutional funds hold LFT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LFT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on LFT is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 8 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LFT’s largest tracked holder by dollar value, AXA S.A., sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LFT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 53 tracked filers holding LFT, 28 increased or opened the position and 48 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LFT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- PANORAMIC INVESTMENT ADVISORS, LLC$2M
Largest trims
- BlackRock, Inc.$2M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- AXA S.A.$869K
- VANGUARD CAPITAL MANAGEMENT LLC$495K
- STATE STREET CORP$482K
- Melia Wealth LLC$435K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AXA S.A. | 3,340,780 | $3M | 19.9% | 2026-Q2 |
| Melia Wealth LLC added | 1,421,909 | $1M | 7.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,405,294 | $1M | 7.7% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 693,448 | $638K | 3.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 534,421 | $492K | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 473,594 | $436K | 2.6% | 2026-Q2 |
| BlackRock, Inc. trimmed | 374,136 | $344K | 2.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 272,508 | $251K | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 221,876 | $204K | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 182,226 | $168K | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 169,207 | $156K | 0.9% | 2026-Q2 |
| DELTEC ASSET MANAGEMENT LLC trimmed | 166,543 | $153K | 0.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 116,855 | $112K | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 106,403 | $98K | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 96,751 | $89K | 0.5% | 2026-Q2 |
| Callan Family Office, LLC new | 77,015 | $71K | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 68,864 | $63K | 0.4% | 2026-Q2 |
| Ground Swell Capital, LLC new | 50,321 | $46K | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 37,591 | $35K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 28,576 | $26K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 27,688 | $25K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 18,973 | $17K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 18,074 | $17K | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 18,000 | $17K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 16,744 | $15K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 13,965 | $13K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 11,791 | $11K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 11,437 | $11K | 0.1% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC new | 11,000 | $10K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 10,120 | $9K | 0.1% | 2026-Q2 |
| Itau Unibanco Holding S.A. new | 9,638 | $9K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 9,298 | $9K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,601 | $8K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 4,626 | $4K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 4,148 | $4K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 2,943 | $3K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 2,110 | $2K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,829 | $2K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,177 | $1K | 0.0% | 2026-Q2 |
| SHP Wealth Management new | 1,000 | $920 | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 361 | $332 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 231 | $213 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 212 | $195 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 152 | $140 | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 149 | $138 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 135 | $134 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 85 | $79 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 54 | $50 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 45 | $41 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 7 | $7 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd trimmed | 1 | $1 | 0.0% | 2026-Q2 |
| CITIGROUP INC trimmed | 1 | $1 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | — | 0.0% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC new | 1,383,836 | $2M | 10.4% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 263,645 | $332K | 2.0% | 2026-Q1 stale (1 quarter behind) |
| SEGALL BRYANT & HAMILL, LLC new | 131,698 | $180K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Bank of New York Mellon Corp added | 113,007 | $142K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 111,291 | $140K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 38,628 | $49K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Invesco Ltd. added | 34,636 | $44K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| RHUMBLINE ADVISERS added | 32,506 | $41K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NEW YORK STATE COMMON RETIREMENT FUND | 25,600 | $32K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PRICE T ROWE ASSOCIATES INC /MD/ | 23,084 | $30K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 22,297 | $28K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 20,088 | $25K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Police & Firemen's Retirement System of New Jersey | 16,394 | $21K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NEUBERGER BERMAN GROUP LLC added | 16,229 | $20K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 11,765 | $15K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| STRS OHIO | 8,600 | $11K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Investment Partners, Inc. | 4,659 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NISA INVESTMENT ADVISORS, LLC trimmed | 4,500 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Legal & General Group Plc | 4,097 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 2,583 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sterling Capital Management LLC trimmed | 1,510 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Covestor Ltd added | 562 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Transamerica Financial Advisors, LLC new | 82 | $106 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| True Wealth Design, LLC added | 23 | $29 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 19 | $24 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 7 | $9 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 1,923,093 | $3M | 16.1% | 2025-Q4 stale (2 quarters behind) |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 267,162 | $377K | 2.2% | 2025-Q4 stale (2 quarters behind) |
| Nuveen, LLC | 58,265 | $82K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC added | 17,628 | $25K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Arlington Trust Co LLC | 11,000 | $16K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| INTEGRITY ALLIANCE, LLC. new | 10,706 | $15K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,781 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 1,434 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 89,631 | $181K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC added | 76,989 | $156K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| BAILARD, INC. added | 54,000 | $109K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| LSV ASSET MANAGEMENT trimmed | 52,835 | $107K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Lion Street Advisors, LLC | 10,706 | $43K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Cerity Partners LLC trimmed | 15,831 | $32K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Vanguard Personalized Indexing Management, LLC new | 11,633 | $23K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Capital Advisors, Ltd. LLC | 56 | — | 0.0% | 2025-Q3 stale (3 quarters behind) |
| DEUTSCHE BANK AG\ new | 94,209 | $208K | 1.2% | 2025-Q2 stale (4 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 71,283 | $158K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Clear Harbor Asset Management, LLC | 58,045 | $128K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Hillsdale Investment Management Inc. trimmed | 13,706 | $30K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| HARBOUR INVESTMENTS, INC. added | 3,585 | $8K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.