Titelia

Fund shareholders of Lument Finance Trust Inc

ISIN US55025L1089 · United States · LEI 5493002OB7SJ4MVQY666

Fund shareholders
63
Of which ETFs
10 53 other funds
Value held
6.1M $
Share of capital
9.2 % of 52.5M shares on Aug 10, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 963,9331.2M $0.00 %1.84 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 885,2761.1M $0.00 %1.69 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 490,851584.1K $0.00 %0.94 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 424,436534.8K $0.00 %0.81 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 383,528483.2K $0.00 %0.73 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 255,735352.9K $0.00 %0.49 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 237,023282.1K $0.03 %0.45 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 226,819313K $0.00 %0.43 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 115,321145.3K $0.01 %0.22 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 87,256103.8K $0.00 %0.17 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 79,06499.6K $0.00 %0.15 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 77,668107.2K $0.00 %0.15 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 66,34291.6K $0.01 %0.13 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 65,10082K $0.00 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 62,34186K $0.00 %0.12 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 36,20045.6K $0.00 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 33,26245.9K $0.00 %0.06 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 32,82641.4K $0.02 %0.06 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 30,63938.6K $0.00 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 30,44938.4K $0.00 %0.06 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 28,80036.3K $0.00 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 24,03528.6K $0.00 %0.05 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 20,67724.6K $0.00 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,50025.8K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 18,55625.6K $0.00 %0.04 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 12,29015.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 10,00812.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 8,59010.8K $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 8,34111.5K $0.00 %0.02 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,4709.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,1659K $0.00 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,0588.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 5,5236.6K $0.00 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,1886.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 5,1006.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,6595.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,4675.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,3885.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,3145.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,3105.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,7804.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 3,5774.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3,3634.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,3254K $0.00 %0.01 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,9003.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,8243.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,8103.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 2,2442.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 2,1862.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,9732.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,9592.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,7002.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,5311.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 516614 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 233293.6 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 153192.8 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 115144.9 $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 107134.8 $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 8398.8 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 6480.6 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 4764.9 $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 1317.9 $0.00 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 1215.1 $0.00 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 0.03 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 0.02 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.01 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.01 %as of Feb 28, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 0.00 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 0.00 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q263+34,831,023+7.2 %
2026Q16004,506,947+3.0 %
2025Q460+124,377,521+11.5 %
2025Q348+363,927,477+87.9 %
2025Q21202,090,028-3.5 %
2025Q11202,166,394-2.6 %
2024Q41202,224,115+3.1 %
2024Q312+22,157,150+6.0 %
2024Q21002,034,422+8.6 %
2024Q11001,873,741+2.5 %
2023Q4101,828,879

Institutional managers

60 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
AXA S.A.3,340,7804.2M $as of Mar 31, 2026
BlackRock, Inc.2,217,5842.8M $as of Mar 31, 2026
Melia Wealth LLC1,383,7381.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,236,7151.6M $as of Mar 31, 2026
Russell Investments Group, Ltd.689,566868.9K $as of Mar 31, 2026
STATE STREET CORP457,224594.3K $as of Mar 31, 2026
NORTHERN TRUST CORP332,722419.2K $as of Mar 31, 2026
DELTEC ASSET MANAGEMENT LLC200,000252K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC139,816176.2K $as of Mar 31, 2026
Bank of New York Mellon Corp113,007142.4K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC111,291140.2K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC61,65977.7K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/38,62848.7K $as of Mar 31, 2026
OSAIC HOLDINGS, INC.36,06345.4K $as of Mar 31, 2026
Invesco Ltd.34,63643.6K $as of Mar 31, 2026
RHUMBLINE ADVISERS32,50641K $as of Mar 31, 2026
Foundations Investment Advisors, LLC28,46435.9K $as of Mar 31, 2026
NEW YORK STATE COMMON RETIREMENT FUND25,60032.3K $as of Mar 31, 2026
MORGAN STANLEY24,36730.7K $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/23,08430 $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,29728.1K $as of Mar 31, 2026
PNC FINANCIAL SERVICES GROUP, INC.22,13327.9K $as of Mar 31, 2026
Mariner, LLC20,08825.3K $as of Mar 31, 2026
JPMORGAN CHASE & CO18,71824K $as of Mar 31, 2026
NewEdge Advisors, LLC18,04818K $as of Mar 31, 2026
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