Lifex 2060 Longevity IncomeLFAWETF

13F holders, Q3 2025 (September 30)
4holders
$182.55avg. 13F price*

At the end of Q3 2025, 4 institutions reported holding Lifex 2060 Longevity Income (LFAW) in their 13F filings. The largest holders were Stone Ridge Holdings Group LP ($1.6M), Susquehanna International Group, LLP ($1.5M) and UBS Group AG ($913).

Company
Lifex 2060 Longevity Income
Filed as
STONE RIDGE TR (Q3 2025)
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 Q3 2025

InstitutionsTotal Value
New Positions4$3.1M
Exits0$0

Ownership 4 holders

Stone Ridge Holdings Group LP 1.14% New 8,723 $1.6M
Susquehanna International Group, LLP 0.00% New 8,149 $1.5M
UBS Group AG 0.00% New 5 $913
Barrett & Company, Inc. 0.00% New 4 $730

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