As of the latest SEC filings, Lument Finance Trust, Inc. (LFT) is held by 73 institutional funds. The largest fund shareholder is River Canyon Total Return Bond Fund (RCTIX), holding an estimated $2,974,398.03 in market value, representing 0.16% of its portfolio.
Funds holding Lument Finance Trust, Inc. (LFT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LFT
- CIK:
- 0001547546
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RCTIX
River Canyon Total Return Bond Fund
|
MF | Independent / Boutique | 0.16% | $2,974,398.03 | 3,160,000 | Mar 31, 2026 | May 29, 2026 |
|
GMDZX
MEDIUM-DURATION BOND FUND
|
MF | Independent / Boutique | 0.06% | $2,155,040.14 | 2,200,000 | Mar 31, 2026 | May 28, 2026 |
|
GLDZX
LOW-DURATION BOND FUND
|
MF | Independent / Boutique | 0.15% | $1,275,831.33 | 1,270,000 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,214,555.58 | 963,933 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,115,447.76 | 885,276 | Mar 31, 2026 | May 28, 2026 |
|
MXUGX
Empower Multi-Sector Bond Fund
|
MF | Empower / Great-West | 0.07% | $993,063.81 | 1,000,000 | Mar 31, 2026 | May 20, 2026 |
|
FINS
Angel Oak Financial Strategies Income Term Trust
|
CEF | Independent / Boutique | 0.17% | $794,800.00 | 40,000 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $584,112.69 | 490,851 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $534,789.36 | 424,436 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $483,245.28 | 383,528 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $352,914.30 | 255,735 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $313,010.22 | 226,819 | Feb 28, 2026 | Apr 28, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.03% | $282,057.37 | 237,023 | Apr 30, 2026 | Jun 22, 2026 |
|
-
EP Private Capital Fund I
|
CEF | Independent / Boutique | 0.14% | $156,671.00 | 7,565 | Mar 31, 2026 | May 29, 2026 |
|
MSTRX
Morningstar Total Return Bond Fund
|
MF | Independent / Boutique | 0.02% | $145,651.66 | 145,000 | Apr 30, 2026 | Jun 26, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $145,304.46 | 115,321 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $107,181.84 | 77,668 | Feb 28, 2026 | Apr 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $103,834.64 | 87,256 | Apr 30, 2026 | Jun 25, 2026 |
|
MSTRX
Morningstar Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $99,875.89 | 100,000 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $99,620.64 | 79,064 | Mar 31, 2026 | May 28, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.01% | $91,551.96 | 66,342 | Feb 28, 2026 | Apr 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $86,030.58 | 62,341 | Feb 28, 2026 | Apr 24, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.00% | $82,026.00 | 65,100 | Mar 31, 2026 | May 26, 2026 |
|
VTWV
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
ETF | Vanguard | 0.00% | $45,901.56 | 33,262 | Feb 28, 2026 | Apr 28, 2026 |
|
-
LVIP SSGA Small-Cap Index Fund
|
ETF | Independent / Boutique | 0.00% | $45,612.00 | 36,200 | Mar 31, 2026 | May 18, 2026 |
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