Lifex 2055 Longevity IncomeLFAOETF

13F holders, Q1 2026 (March 31)
4holders
0new positions
0sold out
$166.35avg. 13F price*

At the end of Q1 2026, 4 institutions reported holding Lifex 2055 Longevity Income (LFAO) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Susquehanna International Group, LLP ($2.1M), Cwm, LLC ($964K) and Stone Ridge Holdings Group LP ($948K).

Company
Lifex 2055 Longevity Income
Filed as
STONE RIDGE TR (Q1 2026)
CUSIP
86172B684
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 6 shares bought and 206 shares sold, net −200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Susquehanna International Group, LLP 0.00% Reduce -1.6% 12,592 $2.1M
Cwm, LLC 0.00% No change 5,795 $964K
Stone Ridge Holdings Group LP 4.98% No change 5,699 $948K
UBS Group AG 0.00% Add +10.9% 61 $10K

"% of holder's portfolio" is LFAO's weight in each manager's 13F, not the share of Lifex 2055 Longevity Income the manager owns.