Institutional Ownership
Stone Ridge Tr
CUSIP 86172A249LIFEX 2035 INCMLDDRQ1 2026
Institutional Holders
9
13F filers
Shares Held
197.4K
Aggregate institutional
Institutional Value
$16.12M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased5
Decreased1
Sold out1
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Stone Ridge Holdings Group LP | 103.6K | $8.46M | 0 | Held |
| 2 | Captrust Financial Advisors | 24.3K | $1.98M | +17.6K | Added |
| 3 | Cwm, LLC | 17.4K | $1.42M | +61 | Added |
| 4 | Susquehanna International Group, LLP | 17.1K | $1.39M | +10.6K | Added |
| 5 | Barrett & Company, Inc. | 15.7K | $1.29M | +3.9K | Added |
| 6 | Demming Financial Services Corp /Adv | 14.9K | $1.22M | 0 | Held |
| 7 | Jane Street Group, LLC | 4.0K | $325.8K | −16.3K | Reduced |
| 8 | Wfa Of San Diego, LLC | 365 | $29.8K | +27 | Added |
| 9 | Ubs Group AG | 14 | $1.1K | +14 | New |