Lifex 2055 Longevity IncomeLFAOETF
13F holders, Q4 2025 (December 31)4holders −1
0new positions
1sold out
$168.57avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Lifex 2055 Longevity Income (LFAO) 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 ($2.2M), Cwm, LLC ($977K) and Stone Ridge Holdings Group LP ($961K).
- Company
- Lifex 2055 Longevity Income
- Filed as
- STONE RIDGE TR (Q4 2025)
- CUSIP
- 86172B684
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $416K |
All 13F filers, Q3 2025 → Q4 2025: 2,999 shares sold, net −2,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Susquehanna International Group, LLP | 0.00% | Reduce -4.2% | 12,798 | $2.2M |
| Cwm, LLC | 0.00% | No change | 5,795 | $977K |
| Stone Ridge Holdings Group LP | 4.66% | No change | 5,699 | $961K |
| UBS Group AG | 0.00% | No change | 55 | $9K |
"% of holder's portfolio" is LFAO's weight in each manager's 13F, not the share of Lifex 2055 Longevity Income the manager owns.