Lifex 2028 Income Bucket ETFLIFTETF
13F holders, Q2 2026 (June 30)3holders
0new positions
0sold out
$24.19avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Lifex 2028 Income Bucket ETF (LIFT) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($798K), Susquehanna International Group, LLP ($308K) and Barrett & Company, Inc. ($96K).
- Company
- Lifex 2028 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q2 2026)
- CUSIP
- 86172B593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 426 shares bought, net +426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Stone Ridge Holdings Group LP | 4.29% | No change | 33,000 | $798K |
| Susquehanna International Group, LLP | 0.00% | Add +3.5% | 12,717 | $308K |
| Barrett & Company, Inc. | 0.03% | No change | 3,950 | $96K |
"% of holder's portfolio" is LIFT's weight in each manager's 13F, not the share of Lifex 2028 Income Bucket ETF the manager owns.