Lifex 2035 Income Bucket ETFLDDRETF
13F holders, Q2 2025 (June 30)6holders +1
2new positions
1sold out
$87.09avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Lifex 2035 Income Bucket ETF (LDDR) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($241.6M), Captrust Financial Advisors ($1.8M) and Cwm, LLC ($1.5M).
- Company
- Lifex 2035 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q2 2025)
- CUSIP
- 86172A249
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.1M |
| Exits | 1 | $11K |
All 13F filers, Q1 2025 → Q2 2025: 33,150 shares bought and 4,612 shares sold, net +28,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Stone Ridge Holdings Group LP | 85.63% | No change | 2,773,635 | $241.6M |
| Captrust Financial Advisors | 0.00% | New | 20,242 | $1.8M |
| Cwm, LLC | 0.01% | Add +19.6% | 16,980 | $1.5M |
| Barrett & Company, Inc. | 0.25% | Add +488.1% | 7,645 | $666K |
| Commonwealth Equity Services, LLC | 0.00% | New | 3,777 | $329K |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.2% | 2,508 | $218K |
"% 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.