Lument Finance Trust: which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Who owns Lument Finance Trust?
As of Jun 30, 2026, the largest holders reported on Form 13F were AXA (3.3 million shares), Melia Wealth (1.4 million shares) and Vanguard Capital Management (1.4 million shares).
Which institutions hold the most Lument Finance Trust shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. AXA: 3.3 million shares
- 2. Melia Wealth: 1.4 million shares
- 3. Vanguard Capital Management: 1.4 million shares
- 4. Russell Investments Group: 693,448 shares
- 5. Millennium Management: 534,421 shares
- 6. Geode Capital Management: 473,594 shares
- 7. BlackRock: 374,136 shares
- 8. Vanguard Fiduciary Trust: 272,508 shares
- 9. Jane Street Group: 221,876 shares
- 10. Susquehanna International Group, LLP: 182,226 shares
We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders (all 13F filers)
- AXA3.3 MInsurance holding0
- Melia Wealth1.4 MWealth adviser+38 K
- Vanguard Capital Management1.4 MIndex manager−14 K
- Russell Investments Group693 KInvestment firm+3,882
- Millennium Management534 KQuant or multi-manager+534 K
- Geode Capital Management474 KIndex manager−763 K
- BlackRock374 KIndex manager−1.8 M
- Vanguard Fiduciary Trust273 KIndex manager−16 K
- Jane Street Group222 KBank or trading desk+222 K
- Susquehanna International Group, LLP182 KBank or trading desk+165 K
- AXA
- Shares
- 3.3 M
- Change
- 0
See more
- Type
- Insurance holding
- Value
- $3.3M
- Melia Wealth
- Shares
- 1.4 M
- Change
- +38 K
See more
- Type
- Wealth adviser
- Value
- $1.3M
- Shares
- 1.4 M
- Change
- −14 K
See more
- Type
- Index manager
- Value
- $1.3M
- Shares
- 693 K
- Change
- +3,882
See more
- Type
- Investment firm
- Value
- $638K
- Shares
- 534 K
- Change
- +534 K
See more
- Type
- Quant or multi-manager
- Value
- $492K
- Shares
- 474 K
- Change
- −763 K
See more
- Type
- Index manager
- Value
- $436K
- Shares
- 374 K
- Change
- −1.8 M
See more
- Type
- Index manager
- Value
- $344K
- Shares
- 273 K
- Change
- −16 K
See more
- Type
- Index manager
- Value
- $251K
- Shares
- 222 K
- Change
- +222 K
See more
- Type
- Bank or trading desk
- Value
- $204K
- Shares
- 182 K
- Change
- +165 K
See more
- Type
- Bank or trading desk
- Value
- $168K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market.