Lifex 2030 Income Bucket ETFBCKTETF
13F holders, Q2 2026 (June 30)4holders −1
0new positions
1sold out
$41.85avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Lifex 2030 Income Bucket ETF (BCKT) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($921K), Captrust Financial Advisors ($507K) and Barrett & Company, Inc. ($491K).
- Company
- Lifex 2030 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q2 2026)
- CUSIP
- 86172B585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $303K |
All 13F filers, Q1 2026 → Q2 2026: 1,312 shares bought and 7,334 shares sold, net −6,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Stone Ridge Holdings Group LP | 4.94% | No change | 22,000 | $921K |
| Captrust Financial Advisors | 0.00% | Reduce -3.8% | 12,107 | $507K |
| Barrett & Company, Inc. | 0.14% | Add +12.6% | 11,737 | $491K |
| UBS Group AG | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is BCKT's weight in each manager's 13F, not the share of Lifex 2030 Income Bucket ETF the manager owns.