| 4 |
| Russell Investments Group, Ltd. |
| 693K |
| $638K |
| +0.6% |
| 1.359% |
| 0.00% |
| 5 | MILLENNIUM MANAGEMENT LLC | 534K | $492K | β | 1.047% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 474K | $436K | -61.7% | 0.928% | 0.00% |
| 7 | BlackRock, Inc. | 374K | $344K | -83.1% | 0.733% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 273K | $251K | -5.5% | 0.534% | 0.00% |
| 9 | JANE STREET GROUP, LLC | 222K | $204K | β | 0.435% | 0.00% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 182K | $168K | +957.6% | 0.357% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 169K | $156K | +21.0% | 0.332% | 0.00% |
| 12 | STATE STREET CORP | 117K | $112K | -74.4% | 0.229% | 0.00% |
| 13 | NORTHERN TRUST CORP | 106K | $98K | -68.0% | 0.209% | 0.00% |
| 14 | AQR CAPITAL MANAGEMENT LLC | 97K | $89K | +56.9% | 0.190% | 0.00% |
| 15 | Callan Family Office, LLC | 77K | $71K | β | 0.151% | 0.00% |
| 16 | Qube Research & Technologies Ltd | 69K | $63K | β | 0.135% | 0.00% |
| 17 | Ground Swell Capital, LLC | 50K | $46K | β | 0.099% | 0.05% |
| 18 | J.W. COLE ADVISORS, INC. | 38K | $35K | β | 0.074% | 0.00% |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 29K | $26K | +0.4% | 0.056% | 0.00% |
| 20 | OSAIC HOLDINGS, INC. | 28K | $25K | -23.2% | 0.054% | 0.00% |
| 21 | Point72 Asset Management, L.P. | 19K | $17K | β | 0.037% | 0.00% |
| 22 | NewEdge Advisors, LLC | 18K | $17K | +0.1% | 0.035% | 0.00% |
| 23 | JAMES INVESTMENT RESEARCH, INC. | 18K | $17K | 0.0% | 0.035% | 0.00% |
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 17K | $15K | -24.3% | 0.033% | 0.00% |
| 25 | Focus Partners Wealth | 14K | $13K | +3.7% | 0.027% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in LFT β a direct measure of their conviction.
| 181.97% |
| 1.49 pp |
| $25M |
| +1.3% |
| Q4 2024 | 50 | +2.0% | 183.46% | 1.32 pp | $24M | +0.5% |
| Q3 2024 | 49 | β | 184.78% | β | $24M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
12 institutions opened new positions in LFT during Q2 2026, while 23 fully exited. 8 added to existing positions and 30 trimmed.
LFT institutional ownership fell by 5.05 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 90.6% of all reported 13F value in LFT, and the top 25 account for 99.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lument Finance Trust, Inc. (LFT) Institutional Ownership