Lifex 2035 Income Bucket ETFLDDRETF
13F holders, Q4 2025 (December 31)9holders +3
2new positions
0sold out
$84.06avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Lifex 2035 Income Bucket ETF (LDDR) in their 13F filings, up 3 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($8.7M), Jane Street Group, LLC ($1.7M) and Cwm, LLC ($1.5M).
- Company
- Lifex 2035 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q4 2025)
- CUSIP
- 86172A249
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.3M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 30,944 shares bought and 1,403,824 shares sold, net −1,372,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Stone Ridge Holdings Group LP | 42.23% | Reduce -93.0% | 103,635 | $8.7M |
| Jane Street Group, LLC | 0.00% | New | 20,339 | $1.7M |
| Cwm, LLC | 0.00% | Add +2.6% | 17,328 | $1.5M |
| Demming Financial Services Corp. | 0.94% | — | 14,901 | $1.3M |
| Barrett & Company, Inc. | 0.33% | Add +30.1% | 11,895 | $1000K |
| Captrust Financial Advisors | 0.00% | Reduce -73.7% | 6,722 | $565K |
| Susquehanna International Group, LLP | 0.00% | New | 6,528 | $549K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.6% | 4,593 | $386K |
| WFA of San Diego, LLC | 0.02% | Add +29.0% | 338 | $28K |
"% 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.