Lifex 2050 Inf-PRT Long-Inc.LIAEETF

13F holders, Q1 2026 (March 31)
3holders
1new positions
1sold out
$208.33avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding Lifex 2050 Inf-PRT Long-Inc. (LIAE) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Stone Ridge Holdings Group LP ($329K), Focus Partners Wealth ($215K) and UBS Group AG ($208).

Company
Lifex 2050 Inf-PRT Long-Inc.
Filed as
STONE RIDGE TR (Q1 2026)
CUSIP
86172B650
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$208
Exits1$579K

All 13F filers, Q4 2025 → Q1 2026: 1 shares bought and 2,732 shares sold, net −2,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Stone Ridge Holdings Group LP 1.73% No change 1,578 $329K
Focus Partners Wealth 0.00% No change 1,033 $215K
UBS Group AG 0.00% New 1 $208

"% of holder's portfolio" is LIAE's weight in each manager's 13F, not the share of Lifex 2050 Inf-PRT Long-Inc. the manager owns.