Lifex 2055 Inf-PRT Long-Inc.LIAMETF

13F holders, Q1 2026 (March 31)
4holders +1
1new positions
0sold out
$236.11avg. 13F price*

At the end of Q1 2026, 4 institutions reported holding Lifex 2055 Inf-PRT Long-Inc. (LIAM) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($1.1M), Porter White Investment Advisors, Inc. ($1.0M) and Susquehanna International Group, LLP ($420K).

Company
Lifex 2055 Inf-PRT Long-Inc.
Filed as
STONE RIDGE TR (Q1 2026)
CUSIP
86172B643
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$30K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 926 shares bought, net +926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Stone Ridge Holdings Group LP 5.78% No change 4,664 $1.1M
Porter White Investment Advisors, Inc. 0.41% No change 4,305 $1.0M
Susquehanna International Group, LLP 0.00% Add +81.1% 1,780 $420K
UBS Group AG 0.00% New 129 $30K

"% of holder's portfolio" is LIAM's weight in each manager's 13F, not the share of Lifex 2055 Inf-PRT Long-Inc. the manager owns.