Filing Research | LFT - LUMENT FINANCE TRUST INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	J.W. COLE ADVISORS, INC.	Shares	37.6KSH	$34.6K
2	JAMES INVESTMENT RESEARCH, INC.	Shares	18.0KSH	$16.6K
3	180 WEALTH ADVISORS, LLC	Shares	11.0KSH	$10.1K
4	EverSource Wealth Advisors, LLC	Shares	361SH	$332
5	GAMMA Investing LLC	Shares	231SH	$213
6	Farther Finance Advisors, LLC	Shares	85SH	$79
7	IFP Advisors, Inc	Shares	45SH	$41
8	SJS Investment Consulting Inc.	Shares	7SH	$7

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+37.6K	+$34.6K	$34.6K
2	180 WEALTH ADVISORS, LLC new	Shares	+11.0K	+$10.1K	$10.1K
3	Farther Finance Advisors, LLC added	Shares	+76	+$68	$79
4	SJS Investment Consulting Inc. added	Shares	+5	+$4	$7
5	EverSource Wealth Advisors, LLC added	Shares	+89	-$10	$332
6	IFP Advisors, Inc trimmed	Shares	-5	-$22	$41
7	True Wealth Design, LLC exited	Shares	-23	-$29	$0
8	GAMMA Investing LLC trimmed	Shares	-4.6K	-$5.8K	$213
9	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	-$6.1K	$16.6K
10	Police & Firemen's Retirement System of New Jersey exited	Shares	-16.4K	-$20.7K	$0
11	DELTEC ASSET MANAGEMENT LLC exited	Shares	-200.0K	-$252.0K	$0

Filing Research | LFT - LUMENT FINANCE TRUST INC Institutional Holdings