Lifex 2028 Income Bucket ETFLIFTETF
13F holders, Q1 2026 (March 31)3holders +2
2new positions
0sold out
$26.57avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Lifex 2028 Income Bucket ETF (LIFT) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Stone Ridge Holdings Group LP ($877K), Susquehanna International Group, LLP ($327K) and Barrett & Company, Inc. ($105K).
- Company
- Lifex 2028 Income Bucket ETF
- Filed as
- STONE RIDGE TR (Q1 2026)
- CUSIP
- 86172B593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $432K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 16,241 shares bought, net +16,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Stone Ridge Holdings Group LP | 4.60% | No change | 33,000 | $877K |
| Susquehanna International Group, LLP | 0.00% | New | 12,291 | $327K |
| Barrett & Company, Inc. | 0.04% | New | 3,950 | $105K |
"% 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.