Lument Finance Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AXA S.A. | 08/14/2026 | 3.34 M | $3.34 M | 0.00% | 6.37% |
| MELIA WEALTH LLC | 08/17/2026 | 1.42 M | $1.31 M | 2.76% | 2.71% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.41 M | $1.29 M | -0.95% | 2.68% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 693.45 K | $637.97 K | 0.56% | 1.32% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 534.42 K | $491.67 K | 100.00% | 1.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 473.59 K | $436.06 K | -61.71% | 0.90% |
| BLACKROCK, INC. | 08/07/2026 | 374.14 K | $344.20 K | -83.13% | 0.71% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 272.51 K | $250.71 K | -5.53% | 0.52% |
| JANE STREET GROUP, LLC | 08/14/2026 | 221.88 K | $204.13 K | 100.00% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 182.23 K | $167.65 K | 957.61% | 0.35% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 169.21 K | $155.67 K | 21.02% | 0.32% |
| DELTEC ASSET MANAGEMENT LLC | 07/21/2026 | 166.54 K | $153.22 K | -16.73% | 0.32% |
| STATE STREET CORP | 08/07/2026 | 116.86 K | $112.18 K | -74.44% | 0.22% |
| NORTHERN TRUST CORP | 08/13/2026 | 106.40 K | $97.89 K | -68.02% | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 96.75 K | $89.01 K | 56.91% | 0.18% |
| CALLAN FAMILY OFFICE, LLC | 08/11/2026 | 77.02 K | $70.85 K | 100.00% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 68.86 K | $63.36 K | 100.00% | 0.13% |
| GROUND SWELL CAPITAL, LLC | 08/05/2026 | 50.32 K | $46.30 K | 100.00% | 0.10% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 37.59 K | $34.58 K | 100.00% | 0.07% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 28.58 K | $26.29 K | 0.39% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 27.69 K | $25.47 K | -23.22% | 0.05% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 18.97 K | $17.46 K | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 18.07 K | $16.63 K | 0.14% | 0.03% |
| JAMES INVESTMENT RESEARCH INC | 07/24/2026 | 18.00 K | $16.56 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 16.74 K | $15.41 K | -24.35% | 0.03% |
| COLONY GROUP, LLC | 08/12/2026 | 13.97 K | $12.85 K | 3.71% | 0.03% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 11.79 K | $10.85 K | 100.00% | 0.02% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 11.44 K | $10.52 K | 0.00% | 0.02% |
| 180 WEALTH ADVISORS, LLC | 07/07/2026 | 11.00 K | $10.12 K | 100.00% | 0.02% |
| XTX TOPCO LTD | 08/14/2026 | 10.12 K | $9.31 K | 100.00% | 0.02% |
| ITAU UNIBANCO HOLDING S.A. | 08/14/2026 | 9.64 K | $8.87 K | 100.00% | 0.02% |
| MORGAN STANLEY | 08/13/2026 | 9.30 K | $8.55 K | -61.84% | 0.02% |
| ROYAL BANK OF CANADA | 08/14/2026 | 8.60 K | $8.00 K | 107.35% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 5.76 K | $5.30 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 4.63 K | $4.26 K | -66.87% | 0.01% |
| BARCLAYS PLC | 08/14/2026 | 4.15 K | $3.82 K | -63.03% | 0.01% |
| FMR LLC | 08/13/2026 | 2.94 K | $2.71 K | -81.61% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 2.11 K | $1.94 K | -77.65% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 1.83 K | $1.68 K | 182,800.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 1.18 K | $1.08 K | -88.76% | 0.00% |
| SHP WEALTH MANAGEMENT | 08/11/2026 | 1.00 K | $920 | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 361 | $332 | 32.72% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 231 | $213 | -95.18% | 0.00% |
| ESSENTIAL PARTNERS LLC | 08/10/2026 | 212 | $195 | -73.40% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 152 | $140 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 149 | $138 | 129.23% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 135 | $134 | -99.28% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 85 | $79 | 844.44% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 54 | $50 | 260.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 45 | $41 | -10.00% | 0.00% |
Lument Finance Trust Inc institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of Lument Finance Trust Inc. The most heavily invested institutionals were:
AXA S.A.: 3.34 M
Melia Wealth LLC: 1.42 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.41 M
Russell Investments Group, Ltd.: 693,448
MILLENNIUM MANAGEMENT LLC: 534,421
GEODE CAPITAL MANAGEMENT, LLC: 473,594
19.15% of Lument Finance Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.19 M shares in the last 24 months. This purchase volume represents approximately $16.82 M in transactions.