Institutional Ownership
Stone Ridge Tr II Rns Rsk Pr Int
CUSIP 861729101EQUITY FUNDSSRRIXQ1 2026
13D / 13G Filings
4
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
11.6%
Max % of class reported
Institutional Holders
1
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
4 filings · latest Feb 7, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 7, 2025 | Halbert Hargrove Global Advisors, LLC | 13G | 9.2% | 2.00M | SEC |
| 2 | Mar 28, 2024 | Halbert Hargrove Global Advisors, LLC | 13G/A | 10.6% | 2.26M | SEC |
| 3 | Feb 2, 2024 | Halbert Hargrove Global Advisors, LLC | 13G/A | 10.6% | 2.26M | SEC |
| 4 | Feb 13, 2023 | Halbert Hargrove Global Advisors, LLC | 13G | 11.6% | 2.80M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | 9.2K | $538.2K |