DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
LIAM

STONE RIDGE TR

4 institutions still hold STONE RIDGE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86172B643·4 13F holders·last filed Mar 31, 2026
Market cap
1.2%
vs prior quarter
13F value held
$3M
64.0% inst. owned
of float
Holders
4
-89 QoQ
filers reporting
Activity
+8 / −91
+881 added · −694 reduced
this quarter
Concentration
42.88%
Stone Ridge Holdings Group LP #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported LIAM in Q1 2026. Stone Ridge Holdings Group LP leads at 42.9% of the visible book. -89 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Stone Ridge Holdings Group LP
CIK 0002019841
$1M5K5.78%Q1 2026
02
Porter White Investment Advisors, Inc.
CIK 0001612457
$1M4K0.41%Q1 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$420,2712K0.00%Q1 2026
04
UBS Group AG
CIK 0001610520
$30,4581290.00%Q1 2026