Lifex 2035 Income Bucket ETFLDDRETF
13F holders, Q3 2025 (September 30)6holders
1new positions
1sold out
$85.73avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Lifex 2035 Income Bucket ETF (LDDR) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($127.6M), Captrust Financial Advisors ($2.2M) and Cwm, LLC ($1.4M).
- Company
- Lifex 2035 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q3 2025)
- CUSIP
- 86172A249
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $22K |
| Exits | 1 | $218K |
All 13F filers, Q2 2025 → Q3 2025: 7,066 shares bought and 1,287,595 shares sold, net −1,280,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Stone Ridge Holdings Group LP | 91.11% | Reduce -46.3% | 1,488,635 | $127.6M |
| Captrust Financial Advisors | 0.00% | Add +26.2% | 25,546 | $2.2M |
| Cwm, LLC | 0.00% | Reduce -0.5% | 16,893 | $1.4M |
| Barrett & Company, Inc. | 0.27% | Add +19.6% | 9,145 | $784K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 3,777 | $324K |
| WFA of San Diego, LLC | 0.02% | New | 262 | $22K |
"% 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.