Lifex 2030 Income Bucket ETFBCKTETF
13F holders, Q4 2025 (December 31)3holders +2
2new positions
0sold out
$46.62avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Lifex 2030 Income Bucket ETF (BCKT) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Captrust Financial Advisors ($2.0M), Stone Ridge Holdings Group LP ($1.0M) and Barrett & Company, Inc. ($186K).
- Company
- Lifex 2030 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q4 2025)
- CUSIP
- 86172B585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.2M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 47,209 shares bought, net +47,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Captrust Financial Advisors | 0.00% | New | 43,209 | $2.0M |
| Stone Ridge Holdings Group LP | 4.97% | No change | 22,000 | $1.0M |
| Barrett & Company, Inc. | 0.06% | New | 4,000 | $186K |
"% 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.