Lifex 2060 Longevity IncomeLFAWETF

13F holders, Q2 2026 (June 30)
4holders +1
1new positions
0sold out
$175.88avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Lifex 2060 Longevity Income (LFAW) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($1.5M), Susquehanna International Group, LLP ($1.4M) and Jane Street Group, LLC ($268K).

Company
Lifex 2060 Longevity Income
Filed as
STONE RIDGE TR (Q2 2026)
CUSIP
86172B676
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$268K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 1,529 shares bought and 371 shares sold, net +1,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Stone Ridge Holdings Group LP 8.24% No change 8,723 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -4.4% 8,042 $1.4M
Jane Street Group, LLC 0.00% New 1,524 $268K
UBS Group AG 0.00% Add +4.8% 108 $19K

"% of holder's portfolio" is LFAW's weight in each manager's 13F, not the share of Lifex 2060 Longevity Income the manager owns.