Lifex 2050 Longevity IncomeLFAIETF
13F holders, Q1 2026 (March 31)5holders +2
2new positions
0sold out
$152.58avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Lifex 2050 Longevity Income (LFAI) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Susquehanna International Group, LLP ($1.8M), Stone Ridge Holdings Group LP ($622K) and Cwm, LLC ($138K).
- Company
- Lifex 2050 Longevity Income
- Filed as
- STONE RIDGE TR (Q1 2026)
- CUSIP
- 86172B692
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $929 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 67 shares bought, net +67 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Susquehanna International Group, LLP | 0.00% | Add +0.5% | 11,588 | $1.8M |
| Stone Ridge Holdings Group LP | 3.26% | No change | 4,075 | $622K |
| Cwm, LLC | 0.00% | No change | 905 | $138K |
| MAI Capital Management | 0.00% | New | 5 | $776 |
| UBS Group AG | 0.00% | New | 1 | $153 |
"% of holder's portfolio" is LFAI's weight in each manager's 13F, not the share of Lifex 2050 Longevity Income the manager owns.