Lifex 2035 Income Bucket ETFLDDRETF
13F holders, Q2 2026 (June 30)8holders −1
1new positions
1sold out
1famous investor
$79.18avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Lifex 2035 Income Bucket ETF (LDDR) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($8.2M), Susquehanna International Group, LLP ($1.8M) and Captrust Financial Advisors ($1.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Lifex 2035 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q2 2026)
- CUSIP
- 86172A249
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $309K |
| Exits | 1 | $30K |
All 13F filers, Q1 2026 → Q2 2026: 18,420 shares bought and 6,743 shares sold, net +11,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Stone Ridge Holdings Group LP | 44.07% | No change | 103,635 | $8.2M |
| Susquehanna International Group, LLP | 0.00% | Add +31.1% | 22,388 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -26.3% | 17,903 | $1.4M |
| Barrett & Company, Inc. | 0.39% | Add +13.1% | 17,802 | $1.4M |
| Demming Financial Services Corp. | 0.75% | No change | 14,901 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +176.0% | 11,011 | $872K |
| Citadel Advisors | 0.00% | New | 3,907 | $309K |
| UBS Group AG | 0.00% | Add +921.4% | 143 | $11K |
"% of holder's portfolio" is LDDR's weight in each manager's 13F, not the share of Lifex 2035 Income Bucket ETF the manager owns.