Lifex 2050 Longevity IncomeLFAIETF

13F holders, Q2 2026 (June 30)
4holders −1
1new positions
1sold out
1famous investor
$150.56avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Lifex 2050 Longevity Income (LFAI) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($819K), Stone Ridge Holdings Group LP ($614K) and Susquehanna International Group, LLP ($537K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Lifex 2050 Longevity Income
Filed as
STONE RIDGE TR (Q2 2026)
CUSIP
86172B692
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q3 2025: 4Q3 2025Q4 2025: 3Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$819K
Exits1$776

All 13F filers, Q1 2026 → Q2 2026: 5,438 shares bought and 8,024 shares sold, net −2,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Citadel Advisors 0.00% New 5,438 $819K
Stone Ridge Holdings Group LP 3.29% No change 4,075 $614K
Susquehanna International Group, LLP 0.00% Reduce -69.2% 3,569 $537K
UBS Group AG 0.00% No change 1 $151

"% of holder's portfolio" is LFAI's weight in each manager's 13F, not the share of Lifex 2050 Longevity Income the manager owns.