Lifex 2035 Income Bucket ETFLDDRETF
13F holders, Q1 2026 (March 31)9holders
1new positions
1sold out
$81.66avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Lifex 2035 Income Bucket ETF (LDDR) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($8.5M), Captrust Financial Advisors ($2.0M) and Cwm, LLC ($1.4M).
- Company
- Lifex 2035 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q1 2026)
- CUSIP
- 86172A249
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 1 | $386K |
All 13F filers, Q4 2025 → Q1 2026: 32,065 shares bought and 20,942 shares sold, net +11,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Stone Ridge Holdings Group LP | 44.44% | No change | 103,635 | $8.5M |
| Captrust Financial Advisors | 0.00% | Add +261.2% | 24,281 | $2.0M |
| Cwm, LLC | 0.00% | Add +0.3% | 17,389 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +161.7% | 17,081 | $1.4M |
| Barrett & Company, Inc. | 0.44% | Add +32.4% | 15,746 | $1.3M |
| Demming Financial Services Corp. | 0.88% | No change | 14,901 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -80.4% | 3,990 | $326K |
| WFA of San Diego, LLC | 0.02% | Add +8.0% | 365 | $30K |
| UBS Group AG | 0.00% | New | 14 | $1K |
"% 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.