DOSSIER · 13F Holders · Q1 2026
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
13F value held
$16M
visible holders
Holders
10
filers reporting
Concentration
52.10%
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 52.1% of the visible book.

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 2026
02
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M24K0.00%Q1 2026
03
CWM, LLC
CIK 0001535847
$1M17K0.00%Q1 2026
04
BARRETT & COMPANY, INC.
CIK 0000887602
$1M18K0.39%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M17K0.00%Q1 2026
06
DEMMING FINANCIAL SERVICES CORP /ADV
CIK 0000760639
$1M15K0.88%Q1 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$326K4K0.00%Q1 2026
08
WFA of San Diego, LLC
CIK 0001821407
$30K3650.02%Q1 2026
09
UBS Group AG
CIK 0001610520
$1K140.00%Q1 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at LIFEX 2035 TERM INCOME ETF
King George Douglas