Lifex 2060 Longevity IncomeLFAWETF
13F holders, Q4 2025 (December 31)4holders
0new positions
0sold out
$179.67avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Lifex 2060 Longevity Income (LFAW) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($1.6M), Susquehanna International Group, LLP ($1.5M) and UBS Group AG ($19K).
- Company
- Lifex 2060 Longevity Income
- Filed as
- STONE RIDGE TR (Q4 2025)
- CUSIP
- 86172B676
- 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 | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 381 shares bought, net +381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Stone Ridge Holdings Group LP | 7.60% | No change | 8,723 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +3.5% | 8,431 | $1.5M |
| UBS Group AG | 0.00% | Add +1980.0% | 104 | $19K |
| Barrett & Company, Inc. | 0.00% | No change | 4 | $719 |
"% of holder's portfolio" is LFAW's weight in each manager's 13F, not the share of Lifex 2060 Longevity Income the manager owns.