LUMENT FINANCE TRUST INC (LFT)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
54
Reporting holders
$9.5M
Reported value
19.1%
Of shares outstanding
0.0%
Held as options
-7
Holder change
Institutions report 10,048,670 shares against 52,486,129 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AXA S.A. | $3.3M | 3,340,780 | 3.64% | 23q | HELD |
| Melia Wealth LLC | $1.3M | 1,421,909 | 0.75% | 10q | +2.8%+$35.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3M | 1,405,294 | 0.00% | 2q | -1.0%-$12.4K |
| Russell Investments Group, Ltd. | $638.0K | 693,448 | 0.00% | 4q | +0.6%+$3.6K |
| MILLENNIUM MANAGEMENT LLC | $491.7K | 534,421 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $436.1K | 473,594 | 0.00% | 23q | -61.7%-$702.6K |
| BlackRock, Inc. | $344.2K | 374,136 | 0.00% | 8q | -83.1%-$1.7M |
| VANGUARD FIDUCIARY TRUST CO | $250.7K | 272,508 | 0.00% | 2q | -5.5%-$14.7K |
| JANE STREET GROUP, LLC | $204.1K | 221,876 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $167.6K | 182,226 | 0.00% | 3q | +957.6%+$151.8K |
| GOLDMAN SACHS GROUP INC | $155.7K | 169,207 | 0.00% | 4q | +21.0%+$27.0K |
| DELTEC ASSET MANAGEMENT LLC | $153.2K | 166,543 | 0.02% | 23q | -16.7%-$30.8K |
| STATE STREET CORP | $112.2K | 116,855 | 0.00% | 23q | -74.4%-$326.8K |
| NORTHERN TRUST CORP | $97.9K | 106,403 | 0.00% | 23q | -68.0%-$208.2K |
| AQR CAPITAL MANAGEMENT LLC | $89.0K | 96,751 | 0.00% | 3q | +56.9%+$32.3K |
| Callan Family Office, LLC | $70.9K | 77,015 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $63.4K | 68,864 | 0.00% | new | NEW |
| Ground Swell Capital, LLC | $46.3K | 50,321 | 0.05% | new | NEW |
| J.W. COLE ADVISORS, INC. | $34.6K | 37,591 | 0.00% | new | NEW |
| Foundations Investment Advisors, LLC | $26.3K | 28,576 | 0.00% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $25.5K | 27,688 | 0.00% | 23q | -23.2%-$7.7K |
| Point72 Asset Management, L.P. | $17.5K | 18,973 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $16.6K | 18,074 | 0.00% | 15q | HELD |
| JAMES INVESTMENT RESEARCH, INC. | $16.6K | 18,000 | 0.00% | 15q | HELD |
| PNC Financial Services Group, Inc. | $15.4K | 16,744 | 0.00% | 4q | -24.3%-$5.0K |
| Focus Partners Wealth | $12.8K | 13,965 | 0.00% | 5q | +3.7% |
| Orion Porfolio Solutions, LLC | $10.8K | 11,791 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $10.5K | 11,437 | 0.00% | 2q | HELD |
| 180 WEALTH ADVISORS, LLC | $10.1K | 11,000 | 0.00% | new | NEW |
| XTX Topco Ltd | $9.3K | 10,120 | 0.00% | new | NEW |
| Itau Unibanco Holding S.A. | $8.9K | 9,638 | 0.00% | new | NEW |
| MORGAN STANLEY | $8.6K | 9,298 | 0.00% | 21q | -61.8%-$13.9K |
| ROYAL BANK OF CANADA | $8.0K | 8,601 | 0.00% | 5q | +107.4%+$4.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.3K | 5,757 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $4.3K | 4,626 | 0.00% | 6q | -66.9%-$8.6K |
| BARCLAYS PLC | $3.8K | 4,148 | 0.00% | 8q | -63.0%-$6.5K |
| FMR LLC | $2.7K | 2,943 | 0.00% | 12q | -81.6%-$12.0K |
| UBS Group AG | $1.9K | 2,110 | 0.00% | 9q | -77.6%-$6.7K |
| Arax Advisory Partners | $1.7K | 1,829 | 0.00% | 2q | +182800.0%+$1.7K |
| BNP PARIBAS FINANCIAL MARKETS | $1.1K | 1,177 | 0.00% | 5q | -88.8%-$8.6K |
| SHP Wealth Management | $920 | 1,000 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $332 | 361 | 0.00% | 4q | +32.7% |
| GAMMA Investing LLC | $213 | 231 | 0.00% | 3q | -95.2%-$4.2K |
| Essential Partners LLC | $195 | 212 | 0.00% | 4q | -73.4% |
| Integrated Wealth Concepts LLC | $140 | 152 | 0.00% | new | NEW |
| Allworth Financial LP | $138 | 149 | 0.00% | 3q | +129.2% |
| JPMORGAN CHASE & CO | $134 | 135 | 0.00% | 12q | -99.3%-$18.4K |
| Farther Finance Advisors, LLC | $79 | 85 | 0.00% | 2q | +844.4% |
| ROTHSCHILD INVESTMENT LLC | $50 | 54 | 0.00% | 3q | +260.0% |
| IFP Advisors, Inc | $41 | 45 | 0.00% | 4q | -10.0% |
| SJS Investment Consulting Inc. | $7 | 7 | 0.00% | 2q | +250.0% |
| CITIGROUP INC | $1 | 1 | 0.00% | 8q | -100.0%-$2.1K |
| Caitong International Asset Management Co., Ltd | $1 | 1 | 0.00% | 2q | -50.0% |
| WELLS FARGO & COMPANY/MN | $0 | 0 | 0.00% | 18q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 54 | $9.5M | 10,048,670 | 14 | 13 | 22 | 0.0% |
| Q1 2026 | 61 | $16.2M | 12,815,025 | 6 | 29 | 12 | 0.0% |
| Q4 2025 | 59 | $17.1M | 12,127,651 | 9 | 19 | 14 | 0.0% |
| Q3 2025 | 57 | $24.7M | 12,226,735 | 10 | 19 | 14 | 0.0% |
| Q2 2025 | 53 | $26.7M | 12,060,481 | 17 | 18 | 10 | 0.0% |
| Q1 2025 | 53 | $24.6M | 9,411,898 | 11 | 13 | 16 | 0.0% |
| Q4 2024 | 46 | $24.4M | 9,441,977 | 7 | 13 | 14 | 0.0% |
| Q3 2024 | 45 | $24.3M | 9,584,933 | 8 | 10 | 11 | 0.0% |
| Q2 2024 | 41 | $30.9M | 12,851,354 | 6 | 13 | 9 | 0.0% |
| Q1 2024 | 38 | $25.4M | 10,178,424 | 6 | 14 | 8 | 0.0% |
| Q4 2023 | 35 | $31.1M | 13,328,381 | 6 | 10 | 7 | 0.0% |
| Q3 2023 | 32 | $21.0M | 10,093,634 | 5 | 10 | 3 | 0.0% |
| Q2 2023 | 29 | $18.9M | 9,923,970 | 5 | 4 | 4 | 0.0% |
| Q1 2023 | 25 | $19.9M | 9,824,485 | 2 | 7 | 5 | 0.0% |
| Q4 2022 | 22 | $17.9M | 9,404,846 | 4 | 4 | 5 | 0.0% |
| Q3 2022 | 26 | $30.4M | 14,091,844 | 1 | 4 | 9 | 0.0% |
| Q2 2022 | 30 | $34.3M | 14,283,885 | 4 | 13 | 4 | 0.0% |
| Q1 2022 | 32 | $37.0M | 13,514,443 | 11 | 11 | 5 | 0.0% |
| Q4 2021 | 28 | $27.9M | 7,256,669 | 3 | 6 | 6 | 0.0% |
| Q3 2021 | 28 | $29.5M | 7,459,750 | 1 | 9 | 10 | 0.0% |
| Q2 2021 | 31 | $49.6M | 11,789,398 | 9 | 9 | 7 | 0.0% |
| Q1 2021 | 25 | $29.4M | 8,323,322 | 2 | 7 | 5 | 0.0% |
| Q4 2020 | 29 | $29.5M | 8,936,635 | 29 | 0 | 0 | 0.9% |