Lifex 2030 Income Bucket ETFBCKTETF
13F holders, Q1 2026 (March 31)5holders +2
2new positions
0sold out
$44.25avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Lifex 2030 Income Bucket ETF (BCKT) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($974K), Captrust Financial Advisors ($557K) and Barrett & Company, Inc. ($461K).
- Company
- Lifex 2030 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q1 2026)
- CUSIP
- 86172B585
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $303K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 13,281 shares bought and 30,623 shares sold, net −17,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Stone Ridge Holdings Group LP | 5.11% | No change | 22,000 | $974K |
| Captrust Financial Advisors | 0.00% | Reduce -70.9% | 12,586 | $557K |
| Barrett & Company, Inc. | 0.16% | Add +160.6% | 10,425 | $461K |
| Susquehanna International Group, LLP | 0.00% | New | 6,855 | $303K |
| UBS Group AG | 0.00% | New | 1 | $44 |
"% 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.