Funds holding Lument Finance Trust Inc
63 funds declare a position · 10 ETFs and 53 other funds · 6.1M $ · US55025L1089
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 963,933 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 885,276 | 1.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 490,851 | 584.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 424,436 | 534.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Russell 2000 Value ETF iShares Trust | 383,528 | 483.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 255,735 | 352.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 7 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 237,023 | 282.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 8 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 226,819 | 313K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 9 | iShares Micro-Cap ETF iShares Trust | 115,321 | 145.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 10 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 87,256 | 103.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 11 | Master Small Cap Index Series Quantitative Master Series LLC | 79,064 | 99.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 12 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,668 | 107.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 66,342 | 91.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 14 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 65,100 | 82K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 15 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 62,341 | 86K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 16 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 36,200 | 45.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 17 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,262 | 45.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 18 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 32,826 | 41.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 19 | Small Cap Index Fund Northern Funds | 30,639 | 38.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 20 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,449 | 38.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 21 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 28,800 | 36.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 22 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,035 | 28.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 23 | Global X Russell 2000 ETF GLOBAL X FUNDS | 20,677 | 24.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 24 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 20,500 | 25.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 25 | Small Cap Index Fund VALIC Co I | 18,556 | 25.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 26 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 12,290 | 15.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 27 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 10,008 | 12.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 28 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 8,590 | 10.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 29 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,341 | 11.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 30 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 7,470 | 9.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 31 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,165 | 9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 32 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,058 | 8.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 33 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 5,523 | 6.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 34 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,188 | 6.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 35 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 5,100 | 6.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 36 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,659 | 5.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 37 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,467 | 5.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 38 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,388 | 5.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 39 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,314 | 5.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 40 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,310 | 5.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 41 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,780 | 4.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 42 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 3,577 | 4.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 43 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 3,363 | 4.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 44 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,325 | 4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 45 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,900 | 3.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 46 | ProShares Ultra Russell2000 ProShares Trust | 2,824 | 3.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 47 | ProShares UltraPro Russell2000 ProShares Trust | 2,810 | 3.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 48 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 2,244 | 2.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 49 | SmallCap Value Fund II Principal Funds, Inc | 2,186 | 2.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,973 | 2.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 51 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,959 | 2.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,700 | 2.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,531 | 1.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 54 | ULTRA SMALL CAP PROFUND ProFunds | 516 | 614 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 233 | 293.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | PROFUND VP ULTRA SMALL CAP ProFunds | 153 | 192.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | PROFUND VP SMALL CAP ProFunds | 115 | 144.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | Russell 2000 Fund Rydex Series Funds | 107 | 134.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | SMALL-CAP PROFUND ProFunds | 83 | 98.8 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 60 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 64 | 80.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 61 | ProShares Hedge Replication ETF ProShares Trust | 47 | 64.9 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 62 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 13 | 17.9 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 63 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 12 | 15.1 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
60 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| AXA S.A. | 3,340,780 | 4.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,217,584 | 2.8M $ | as of Mar 31, 2026 |
| Melia Wealth LLC | 1,383,738 | 1.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,236,715 | 1.6M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 689,566 | 868.9K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 457,224 | 594.3K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 332,722 | 419.2K $ | as of Mar 31, 2026 |
| DELTEC ASSET MANAGEMENT LLC | 200,000 | 252K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 139,816 | 176.2K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 113,007 | 142.4K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 111,291 | 140.2K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 61,659 | 77.7K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 38,628 | 48.7K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 36,063 | 45.4K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 34,636 | 43.6K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 32,506 | 41K $ | as of Mar 31, 2026 |
| Foundations Investment Advisors, LLC | 28,464 | 35.9K $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 25,600 | 32.3K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 24,367 | 30.7K $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 22,297 | 28.1K $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 22,133 | 27.9K $ | as of Mar 31, 2026 |
| Mariner, LLC | 20,088 | 25.3K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 18,718 | 24K $ | as of Mar 31, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | 18,000 | 22.7K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 17,246 | 21.7K $ | as of Mar 31, 2026 |