Lifex 2050 Longevity IncomeLFAIETF

13F holders, Q4 2025 (December 31)
3holders −1
0new positions
1sold out
$154.87avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding Lifex 2050 Longevity Income (LFAI) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Susquehanna International Group, LLP ($1.8M), Stone Ridge Holdings Group LP ($631K) and Cwm, LLC ($140K).

Company
Lifex 2050 Longevity Income
Filed as
STONE RIDGE TR (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$3K

All 13F filers, Q3 2025 → Q4 2025: 1,222 shares sold, net −1,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Susquehanna International Group, LLP 0.00% Reduce -9.4% 11,527 $1.8M
Stone Ridge Holdings Group LP 3.06% No change 4,075 $631K
Cwm, LLC 0.00% No change 905 $140K

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