Lument Finance Trust, Inc. (LFT) — Institutional Holders, Q2 2026

53 institutional investment managers reported a LFT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

LFT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

14

Added to

13

Trimmed

22

Sold out

25

Biggest buyers

  1. MILLENNIUM MANAGEMENTNew · +534,421 sh+$491.7K
  2. JANE STREET GROUPNew · +221,876 sh+$204.1K
  3. SUSQUEHANNA INTERNATIONAL GROUP, LLPAdded · +164,996 sh+$151.8K
  4. Callan Family OfficeNew · +77,015 sh+$70.9K
  5. Qube Research & Technologies LtdNew · +68,864 sh+$63.4K

Biggest sellers

  1. BlackRockTrimmed · -1,843,448 sh-$1.7M
  2. PANORAMIC INVESTMENT ADVISORSSold out · -1,383,836 sh-$1.3M
  3. GEODE CAPITAL MANAGEMENTTrimmed · -763,121 sh-$702.1K
  4. STATE STREETTrimmed · -340,369 sh-$313.1K
  5. VANGUARD PORTFOLIO MANAGEMENTSold out · -263,645 sh-$242.6K

LFT 13F holders ranked 1–53 of 53

Institutional investors reporting a position in Lument Finance Trust, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
AXA S.A.#1 · 3,340,780 sh$3.3M0.0%
Melia Wealth#2 · 1,421,909 sh$1.3M+2.8%
VANGUARD CAPITAL MANAGEMENT#3 · 1,405,294 sh$1.3M-1.0%
Russell Investments Group, Ltd.#4 · 693,448 sh$638.0K+0.6%
MILLENNIUM MANAGEMENT#5 · 534,421 sh$491.7KNew
GEODE CAPITAL MANAGEMENT#6 · 473,594 sh$436.1K-61.7%
BlackRock#7 · 374,136 sh$344.2K-83.1%
VANGUARD FIDUCIARY#8 · 272,508 sh$250.7K-5.5%
JANE STREET GROUP#9 · 221,876 sh$204.1KNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP#10 · 182,226 sh$167.6K+957.6%
GOLDMAN SACHS GROUP#11 · 169,207 sh$155.7K+21.0%
DELTEC ASSET MANAGEMENT#12 · 166,543 sh$153.2K-16.7%
STATE STREET#13 · 116,855 sh$112.2K-74.4%
NORTHERN#14 · 106,403 sh$97.9K-68.0%
AQR CAPITAL MANAGEMENT#15 · 96,751 sh$89.0K+56.9%
Callan Family Office#16 · 77,015 sh$70.9KNew
Qube Research & Technologies Ltd#17 · 68,864 sh$63.4KNew
Ground Swell Capital#18 · 50,321 sh$46.3KNew
J.W. COLE ADVISORS#19 · 37,591 sh$34.6KNew
Foundations Investment Advisors#20 · 28,576 sh$26.3K+0.4%
OSAIC#21 · 27,688 sh$25.5K-23.2%
Point72 Asset Management, L.P.#22 · 18,973 sh$17.5KNew
NewEdge Advisors#23 · 18,074 sh$16.6K+0.1%
JAMES INVESTMENT RESEARCH#24 · 18,000 sh$16.6K0.0%
PNC FINANCIAL SERVICES GROUP#25 · 16,744 sh$15.4K-24.3%
Focus Partners Wealth#26 · 13,965 sh$12.8K+3.7%
Orion Porfolio Solutions#27 · 11,791 sh$10.8KNew
Vanguard Global Advisers#28 · 11,437 sh$10.5K0.0%
180 WEALTH ADVISORS#29 · 11,000 sh$10.1KNew
XTX Topco Ltd#30 · 10,120 sh$9.3KNew
Itau Unibanco Holding S.A.#31 · 9,638 sh$8.9KNew
MORGAN STANLEY#32 · 9,298 sh$8.6K-61.8%
ROYAL BANK OF CANADA#33 · 8,601 sh$8.0K+107.4%
Tower Research Capital (TRC)#34 · 4,626 sh$4.3K-66.9%
BARCLAYS PLC#35 · 4,148 sh$3.8K-63.0%
FMR#36 · 2,943 sh$2.7K-81.6%
UBS Group AG#37 · 2,110 sh$1.9K-77.6%
SRS Capital Advisors#38 · 1,829 sh$1.7KNew
BNP PARIBAS FINANCIAL MARKETS#39 · 1,177 sh$1.1K-88.8%
SHP Wealth Management#40 · 1,000 sh$920.00New
EverSource Wealth Advisors#41 · 361 sh$332.00-95.8%
GAMMA Investing#42 · 231 sh$213.00-95.2%
Essential Partners#43 · 212 sh$195.00-73.4%
Integrated Wealth Concepts#44 · 152 sh$140.00New
Allworth Financial#45 · 149 sh$138.00+129.2%
JPMORGAN CHASE#46 · 135 sh$134.00-99.3%
Farther Finance Advisors#47 · 85 sh$79.00+844.4%
ROTHSCHILD INVESTMENT#48 · 54 sh$50.00+260.0%
IFP Advisors#49 · 45 sh$41.00-10.0%
SJS Investment Consulting#50 · 7 sh$7.00+250.0%
Caitong International Asset Management , Ltd#51 · 1 sh$1.00-50.0%
CITIGROUP#52 · 1 sh$1.00-100.0%
WELLS FARGO & COMPANY#53 · 0 sh$0.00-100.0%

Funds that sold out of LFT in Q2 2026 (25)

Held LFT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held LFT in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
PANORAMIC INVESTMENT ADVISORS1,383,836 sh$1.7M
VANGUARD PORTFOLIO MANAGEMENT263,645 sh$332.2K
SEGALL BRYANT & HAMILL131,698 sh$180.4K
Bank of New York Mellon113,007 sh$142.4K
CHARLES SCHWAB INVESTMENT MANAGEMENT111,291 sh$140.2K
BANK OF AMERICA38,628 sh$48.7K
Invesco Ltd.34,636 sh$43.6K
RHUMBLINE ADVISERS32,506 sh$41.0K
NEW YORK STATE COMMON RETIREMENT FUND25,600 sh$32.3K
PRICE T ROWE ASSOCIATES23,084 sh$30.0K
MIRAE ASSET GLOBAL ETFS Ltd.22,297 sh$28.1K
Mariner20,088 sh$25.3K
WELLS FARGO & COMPANY17,246 sh$21.7K
Police & Firemen's Retirement System of New Jersey16,394 sh$20.7K
Neuberger Berman Group16,229 sh$20.4K
INTECH INVESTMENT MANAGEMENT11,765 sh$14.8K
STRS OHIO8,600 sh$10.8K
Ameritas Investment Partners4,659 sh$5.9K
NISA INVESTMENT ADVISORS4,500 sh$5.8K
Legal & General Group Plc4,097 sh$5.2K
Sterling Capital Management1,510 sh$1.9K
Covestor Ltd562 sh$1.0K
Transamerica Financial Advisors82 sh$106.00
True Wealth Design23 sh$29.00
MAI Capital Management7 sh$9.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.