Lument Finance Trust, Inc.: which funds bought and sold

Institutions that bought and sold Lument Finance Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 27 institutions that filed 13F reports for both quarters added to or opened positions in Lument Finance Trust, and 44 cut or closed them. Together they sold a net 2.9M shares, −23.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 593K shares (+460.8%); index fund managers were net sellers of 3.6M shares (−56.8%). 13 opened a new position and 24 sold out entirely.

Bought, Q2 2026 27 institutions, 13 of them new holders Sold, Q2 2026 44 institutions, 24 of them sold out

Net change, all compared −2.9M shares (−23.0%)

Net change, active managers +593K shares (+460.8%), 4 bought, 4 sold

Buyers versus sellers

institutions compared, 74

27 bought 3 44 sold

Active managers and hedge funds 4 bought · 4 sold · +593K

Index fund managers 0 bought · 9 sold · −3.6M

Other institutions 23 bought · 31 sold · +73K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+534K New position	534K	$491,667
Jane Street Group, LLC	+222K New position	222K	$204,126
Susquehanna International Group, LLP	+165K +957.6%	182K	$167,648
Callan Family Office, LLC	+77K New position	77K	$70,854
Qube Research & Technologies Ltd Hedge fund	+69K New position	69K	$63,355
Ground Swell Capital, LLC	+50K New position	50K	$46,295
Melia Wealth LLC	+38K +2.8%	1.4M	$1.3M
J.W. Cole Advisors, Inc.	+38K New position	38K	$34,584
AQR Capital Management LLC Hedge fund	+35K +56.9%	97K	$89,012
Goldman Sachs Group Inc	+29K +21.0%	169K	$155,670
Point72 Asset Management, L.P. Hedge fund	+19K New position	19K	$17,455
Orion Porfolio Solutions, LLC	+12K New position	12K	$10,848
180 Wealth Advisors, LLC	+11K New position	11K	$10,120
Xtx Topco Ltd	+10K New position	10K	$9,310
Itau Unibanco Holding S.A.	+9,638 New position	9,638	$8,867
Royal Bank Of Canada	+4,432 +106.8%	8,580	$8,000
Russell Investments Group, Ltd.	+3,882 +0.6%	693K	$637,971
Shp Wealth Management	+1,000 New position	1,000	$920
Focus Partners Wealth	+499 +3.7%	14K	$12,848
Integrated Wealth Concepts LLC	+152 New position	152	$140

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+534K New position	534K	$491,667
Qube Research & Technologies Ltd Hedge fund	+69K New position	69K	$63,355
AQR Capital Management LLC Hedge fund	+35K +56.9%	97K	$89,012
Point72 Asset Management, L.P. Hedge fund	+19K New position	19K	$17,455

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−1.8M −83.1%	374K	$344,204
Geode Capital Management, LLC Index funds	−763K −61.7%	474K	$436,055
State Street Corp Index funds	−340K −74.4%	117K	$112,181
Vanguard Portfolio Management LLC Index funds	−264K Sold out	0	—
Northern Trust Corp Index funds	−226K −68.0%	106K	$97,891
Deltec Asset Management LLC	−200K Sold out	0	—
Bank Of New York Mellon Corp	−113K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−111K Sold out	0	—
Bank Of America Corp	−39K Sold out	0	—
Invesco Ltd.	−35K Sold out	0	—
Rhumbline Advisers Index funds	−33K Sold out	0	—
New York State Common Retirement Fund	−26K Sold out	0	—
Price T Rowe Associates Inc Active manager	−23K Sold out	0	—
Mirae Asset Global Etfs Holdings Ltd.	−22K Sold out	0	—
Mariner, LLC	−20K Sold out	0	—
Jpmorgan Chase & Co	−19K −99.3%	135	$134
Wells Fargo & Company	−17K Sold out	0	—
Police & Firemen'S Retirement System Of New Jersey	−16K Sold out	0	—
Neuberger Berman Group LLC Active manager	−16K Sold out	0	—
Vanguard Fiduciary Trust Co Index funds	−16K −5.5%	273K	$250,707

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	−23K Sold out	0	—
Neuberger Berman Group LLC Active manager	−16K Sold out	0	—
FMR LLC Active manager	−13K −81.6%	2,943	$2,708
Intech Investment Management LLC Active manager	−12K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Millennium Management LLCHedge fund	534K	$491,667
Jane Street Group, LLC	222K	$204,126
Callan Family Office, LLC	77K	$70,854
Qube Research & Technologies LtdHedge fund	69K	$63,355
Ground Swell Capital, LLC	50K	$46,295
J.W. Cole Advisors, Inc.	38K	$34,584
Point72 Asset Management, L.P.Hedge fund	19K	$17,455
Orion Porfolio Solutions, LLC	12K	$10,848
180 Wealth Advisors, LLC	11K	$10,120
Xtx Topco Ltd	10K	$9,310

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Vanguard Portfolio Management LLCIndex funds	264K	$332,193
Deltec Asset Management LLC	200K	$252,000
Bank Of New York Mellon Corp	113K	$142,388
Charles Schwab Investment Management IncIndex funds	111K	$140,227
Bank Of America Corp	39K	$48,671
Invesco Ltd.	35K	$43,642
Rhumbline AdvisersIndex funds	33K	$40,954
New York State Common Retirement Fund	26K	$32,256
Price T Rowe Associates IncActive manager	23K	$30,000
Mirae Asset Global Etfs Holdings Ltd.	22K	$28,094

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 51
Ten largest holders: 90.3%
Index fund managers: 27.8%
Active managers and hedge funds: 7.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	4	4	3	3	+593K	+460.8%
Index fund managers	0	9	0	3	−3.6M	−56.8%
Other institutions	23	31	10	18	+73K	+1.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Lument Finance Trust.

Only managers that filed a holdings report for both quarters are compared (74 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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