13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
LDDR

LIFEX 2035 TERM INCOME ETF

10 institutions still hold LIFEX 2035 TERM INCOME ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86172A249·10 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.0%
vs prior quarter
13F value held
$16M
48.0% inst. owned
of float
Holders
10
+41 QoQ
filers reporting
Activity
+53 / −93
+809 added · −735 reduced
this quarter
Concentration
52.50%
Stone Ridge Holdings Group LP #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported LDDR in Q1 2026. Stone Ridge Holdings Group LP leads at 52.5% of the visible book. +41 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Stone Ridge Holdings Group LP
CIK 0002019841
$8M104K44.44%Q1 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M24K0.00%Q1 202603
CWM, LLC
CIK 0001535847
$1M17K0.00%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M17K0.00%Q1 202605
BARRETT & COMPANY, INC.
CIK 0000887602
$1M16K0.44%Q1 202606
DEMMING FINANCIAL SERVICES CORP /ADV
CIK 0000760639
$1M15K0.88%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$325,8214K0.00%Q1 202608
WFA of San Diego, LLC
CIK 0001821407
$29,8063650.02%Q1 202609
UBS Group AG
CIK 0001610520
$1,143140.00%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025