Lifex 2028 Income Bucket ETFLIFTETF

13F holders, Q4 2025 (December 31)
1holders
0new positions
0sold out
$28.96avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Lifex 2028 Income Bucket ETF (LIFT) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Stone Ridge Holdings Group LP ($956K).

Company
Lifex 2028 Income Bucket ETF
Filed as
STONE RIDGE TR (Q4 2025)
CUSIP
86172B593
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

Stone Ridge Holdings Group LP 4.63% No change 33,000 $956K

"% 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.