Lifex 2060 Longevity IncomeLFAWETF
13F holders, Q1 2026 (March 31)3holders −1
0new positions
1sold out
$177.56avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Lifex 2060 Longevity Income (LFAW) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($1.5M), Susquehanna International Group, LLP ($1.5M) and UBS Group AG ($18K).
- Company
- Lifex 2060 Longevity Income
- Filed as
- STONE RIDGE TR (Q1 2026)
- CUSIP
- 86172B676
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $719 |
All 13F filers, Q4 2025 → Q1 2026: 23 shares sold, net −23 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Stone Ridge Holdings Group LP | 8.13% | No change | 8,723 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.2% | 8,413 | $1.5M |
| UBS Group AG | 0.00% | Reduce -1.0% | 103 | $18K |
"% of holder's portfolio" is LFAW's weight in each manager's 13F, not the share of Lifex 2060 Longevity Income the manager owns.