Lifex 2035 Income Bucket ETFLDDRETF

13F holders, Q1 2025 (March 31)
5holders
$88.44avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding Lifex 2035 Income Bucket ETF (LDDR) in their 13F filings. The largest holders were Stone Ridge Holdings Group LP ($245.3M), Cwm, LLC ($1.3M) and Susquehanna International Group, LLP ($619K).

Company
Lifex 2035 Income Bucket ETF
Filed as
STONE RIDGE TR (Q1 2025)
CUSIP
86172A249
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2025: 5Q1 2025Q2 2025: 6Q2 2025Q3 2025: 6Q3 2025Q4 2025: 9Q4 2025Q1 2026: 9Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q1 2025

InstitutionsTotal Value
New Positions5$247.3M
Exits0$0

Ownership 5 holders

Stone Ridge Holdings Group LP 72.09% New 2,773,635 $245.3M
Cwm, LLC 0.01% New 14,194 $1.3M
Susquehanna International Group, LLP 0.00% New 6,997 $619K
Barrett & Company, Inc. 0.05% New 1,300 $115K
UBS Group AG 0.00% New 123 $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.