LFT

Lument Finance Trust Inc Cross-source read$6.66 2.49%
Real EstateCUSIP 55025L108· EOD Sep 11, 2026

Among active 13F managers last quarter, 5 opened and 9 added, while 5 reduced; the largest holder to move was Russell Investments Group, Ltd. (21× the prior stake). Over the last 180 days, 4 insiders bought and 1 insider sold, a net +$147K in open-market trades.

Tracked 13F holders
58
19 in Q2 2026 filings
13F value (tracked)
$9.8M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
14 adding · 5 trimming
Insiders · Form 4 open-market, 180d
4 buying · 1 selling · +$147K
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$6.66 2.49%5Y -83.4%
$3.17$13.43$23.70$33.97$44.2320212022202320242025202635245638852333542343627292846778137814116898431282598
Hover for who · click for detailEnd-of-day closing prices52w $5.90 – $23.40

Who owns LFT?

58 tracked 13F filers · ranked by shares held

58 tracked 13F filers disclose a position in LFT as of the latest SEC 13F filings, a combined $9.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1AXA S.A.3.3M
$3.3M
Held
Q2 2026
2Melia Wealth LLC1.4M
$1.3M
+2.8%
Added · +38K sh
Q2 2026
3Vanguard Capital Management LLC1.4M
$1.3M
−0.9%
Reduced · −14K sh
Q2 2026
4Russell Investments Group, Ltd.690K
$869K
21×
Added · +657K sh
Q1 2026
5Geode Capital Management, LLC474K
$436K
−62%
Reduced · −763K sh
Q2 2026
6BlackRock, Inc.374K
$344K
−83%
Reduced · −1.8M sh
Q2 2026
7Northern Trust Corp333K
$419K
+4.4%
Added · +14K sh
Q1 2026
8Vanguard Fiduciary Trust Co273K
$251K
−5.5%
Reduced · −16K sh
Q2 2026
9Deltec Asset Management LLC167K
$153K
−17%
Reduced · −33K sh
Q2 2026
10Goldman Sachs Group Inc140K
$176K
+24%
Added · +27K sh
Q1 2026
11State Street Corp117K
$112K
−74%
Reduced · −340K sh
Q2 2026
12Bank of New York Mellon Corp113K
$142K
~0%
Added · +1 sh
Q1 2026
13Charles Schwab Investment Management Inc111K
$140K
−18%
Reduced · −25K sh
Q1 2026
14Callan Family Office, LLC77K
$71K
New
+77K sh
Q2 2026
15AQR Capital Management LLC62K
$78K
+483%
Added · +51K sh
Q1 2026
16Bank Of America Corp39K
$49K
+11%
Added · +4K sh
Q1 2026
17J.W. Cole Advisors, Inc.38K
$35K
Added
Added · +38K sh
Q2 2026
18Osaic Holdings, Inc.36K
$45K
+31%
Added · +9K sh
Q1 2026
19Rhumbline Advisers33K
$41K
+1.3%
Added · +414 sh
Q1 2026
20Foundations Investment Advisors, LLC29K
$26K
+0.4%
Added · +112 sh
Q2 2026
21New York State Common Retirement Fund26K
$32K
Held
Q1 2026
22Morgan Stanley24K
$31K
−92%
Reduced · −271K sh
Q1 2026
23Mirae Asset Global Etfs Holdings Ltd.22K
$28K
+2.3%
Added · +510 sh
Q1 2026
24PNC Financial Services Group, Inc.22K
$28K
45×
Added · +22K sh
Q1 2026
25Mariner, LLC20K
$25K
New
+20K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LFT being bought or sold by institutions?

Last quarter, 5 funds opened a new position in LFT and 9 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
9
added to an existing position
Reduced
5
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LFT also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA20 funds$17.7B
Amazon.com IncAMZN20 funds$9.9B
Alphabet Inc-CL AGOOGL20 funds$7.5B
Eli Lilly & CoLLY20 funds$3.6B
Taiwan Semiconductor-SP ADRTSM20 funds$2.9B
Mastercard Inc - AMA20 funds$2.5B
ASML Holding NV-NY Reg SHSASML20 funds$2.5B
Arista Networks IncANET20 funds$2.2B
Apple IncAAPL19 funds$13.8B
Microsoft CorpMSFT19 funds$12.4B
Broadcom IncAVGO19 funds$5.7B
Meta Platforms Inc-Class AMETA19 funds$4.8B

Ranked by how many of LFT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LFT.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$147K
4 insiders
Sells · 180d
$0
1 insider
Net · 180d
$147K
17 open-market transactions
DateInsiderRoleActionSharesValue
Aug 24, 2026Briggs James AChief Financial OfficerBuy (P)20K$14K
Aug 24, 2026Flynn James PeterCEOBuy (P)10K$7K
Aug 21, 2026Flynn James PeterCEOBuy (P)20K$14K
Aug 20, 2026Houlihan William ADirectorBuy (P)20K$12K
Aug 20, 2026Flynn James PeterCEOBuy (P)20K$13K
Aug 19, 2026Flynn James PeterCEOBuy (P)24K$15K
Aug 18, 2026Houlihan William ADirectorBuy (P)20K$12K
Aug 18, 2026Flynn James PeterCEOBuy (P)20K$12K
May 21, 2026Houlihan William ADirectorBuy (P)10K$12K
May 20, 2026Houlihan William ADirectorBuy (P)10K$11K
Mar 27, 2026Houlihan William ADirectorBuy (P)5K$7K
Mar 26, 2026Keenan Walter CDirectorSell (S)
3 lots, same day
4K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Confluence: insiders and funds buying

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2519
Insiders
Form 4 open-market
41+$147K
US House
STOCK Act trades
00$0
Sector rotation
LFT is in Real Estate, which smart money is rotating OUT OF
$887.0M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

19 tracked filers in Q2 2026 filingsstill filing
03161Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $5.5M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for LFT

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Ask your agent what changed in LFT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LFT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LFT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LFT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.