LFT Institutional Ownership & Shareholders
LUMENT FINANCE TRUST INC (LFT) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Axa S.A. is currently the largest disclosed institutional shareholder of LFT tracked by InsiderSet, reporting ownership valued at approximately $3.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.76M, representing an estimated gain of +312.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed LFT value among the investors covered in this analysis. Major shareholders include Axa S.A., Melia Wealth Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in LUMENT FINANCE TRUST INC (LFT).
This page ranks the largest institutional LFT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$8.18M
Largest Holder
Axa S.A.
Largest Position
$3.34M
Insider Transactions (90d)
9
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Axa S.A. | 3.64% | 3,340,780 | $3,340,780 | $13,764,014 | +$10,423,234 | +312.00% | |
| Melia Wealth Llc | 0.75% | 1,421,909 | $1,308,156 | $5,858,265 | +$4,550,109 | +347.83% | |
| Vanguard Capital Management Llc | 0.00% | 1,405,294 | $1,292,870 | $5,789,811 | +$4,496,941 | +347.83% | |
| Millennium Management Llc | 0.00% | 534,421 | $491,667 | $2,201,815 | +$1,710,148 | +347.83% | |
| Blackrock, Inc. | 0.00% | 374,136 | $344,204 | $1,541,440 | +$1,197,236 | +347.83% | |
| Vanguard Fiduciary Trust Co | 0.00% | 272,508 | $250,707 | $1,122,733 | +$872,026 | +347.83% | |
| Jane Street Group, Llc | 0.00% | 221,876 | $204,126 | $914,129 | +$710,003 | +347.83% | |
| Susquehanna International Group, Llp | 0.00% | 182,226 | $167,648 | $750,771 | +$583,123 | +347.83% | |
| Goldman Sachs Group Inc | 0.00% | 169,207 | $155,670 | $697,133 | +$541,463 | +347.83% | |
| State Street Corp | 0.00% | 116,855 | $112,181 | $481,443 | +$369,262 | +329.17% | |
| Northern Trust Corp | 0.00% | 106,403 | $97,891 | $438,380 | +$340,489 | +347.82% | |
| Aqr Capital Management Llc | 0.00% | 96,751 | $89,012 | $398,614 | +$309,602 | +347.82% | |
| Callan Family Office, Llc | 0.00% | 77,015 | $70,854 | $317,302 | +$246,448 | +347.82% | |
| Qube Research & Technologies Ltd | 0.00% | 68,864 | $63,355 | $283,720 | +$220,365 | +347.83% | |
| Ground Swell Capital, Llc | 0.05% | 50,321 | $46,295 | $207,323 | +$161,028 | +347.83% | |
| Foundations Investment Advisors, Llc | 0.00% | 28,576 | $26,290 | $117,733 | +$91,443 | +347.82% | |
| Osaic Holdings, Inc. | 0.00% | 27,688 | $25,473 | $114,075 | +$88,602 | +347.83% | |
| Neuberger Berman Group Llc | 0.00% | 15,605 | $22,003 | $64,293 | +$42,290 | +192.20% | |
| Point72 Asset Management, L.P. | 0.00% | 18,973 | $17,455 | $78,169 | +$60,714 | +347.83% | |
| Newedge Advisors, Llc | 0.00% | 18,074 | $16,628 | $74,465 | +$57,837 | +347.83% | |
| Focus Partners Wealth | 0.00% | 13,965 | $12,848 | $57,536 | +$44,688 | +347.82% | |
| Orion Porfolio Solutions, Llc | 0.00% | 11,791 | $10,848 | $48,579 | +$37,731 | +347.81% | |
| Vanguard Global Advisers, Llc | 0.00% | 11,437 | $10,522 | $47,120 | +$36,598 | +347.83% | |
| Xtx Topco Ltd | 0.00% | 10,120 | $9,310 | $41,694 | +$32,384 | +347.85% | |
| Itau Unibanco Holding S.A. | 0.00% | 9,638 | $8,867 | $39,709 | +$30,842 | +347.82% | |
| Morgan Stanley | 0.00% | 9,298 | $8,554 | $38,308 | +$29,754 | +347.83% | |
| Royal Bank Of Canada | 0.00% | 8,601 | $8,000 | $35,436 | +$27,436 | +342.95% | |
| Tower Research Capital Llc (Trc) | 0.00% | 4,626 | $4,256 | $19,059 | +$14,803 | +347.82% | |
| Cwm, Llc | 0.00% | 2,583 | $3,255 | $10,642 | +$7,387 | +226.94% | |
| Ubs Group Ag | 0.00% | 2,110 | $1,941 | $8,693 | +$6,752 | +347.87% | |
| Fmr Llc | 0.00% | 651 | $1,698 | $2,682 | +$984 | +57.96% | |
| Arax Advisory Partners | 0.00% | 1,829 | $1,682 | $7,535 | +$5,853 | +348.01% | |
| Bnp Paribas Financial Markets | 0.00% | 1,177 | $1,083 | $4,849 | +$3,766 | +347.76% | |
| Shp Wealth Management | 0.00% | 1,000 | $920 | $4,120 | +$3,200 | +347.83% | |
| Allworth Financial Lp | 0.00% | 149 | $138 | $614 | +$476 | +344.84% | |
| Jpmorgan Chase & Co | 0.00% | 135 | $134 | $556 | +$422 | +315.07% | |
| Rothschild Investment Llc | 0.00% | 54 | $50 | $222 | +$172 | +344.96% | |
| Sunbelt Securities, Inc. | 0.00% | 19 | $24 | $78 | +$54 | +226.17% |
Frequently asked questions about LFT
Who are the largest institutional holders of LFT?
The largest institutional holders of LFT reported in the latest SEC Form 13F filings include Axa S.A., Melia Wealth Llc, Vanguard Capital Management Llc, Millennium Management Llc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported LFT position.
What is LFT institutional ownership?
This page tracks LFT positions reported by institutional investment managers through SEC Form 13F. LUMENT FINANCE TRUST INC (LFT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LFT?
InsiderSet currently tracks 37 institutional managers reporting LFT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LFT shareholders.
How much LFT stock do institutions own?
Institutional investment managers disclosed approximately $8.18M in LFT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LFT institutional ownership last updated?
The latest LFT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LFT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LFT position after the reporting date.
Are institutions buying or selling LFT?
Institutional buying and selling can be analyzed by comparing LFT positions across consecutive 13F reporting periods. InsiderSet's LFT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LFT ownership changes.
How has LFT institutional ownership changed over time?
InsiderSet tracks LFT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.