Institutional Ownership
Stone Ridge Tr
CUSIP 86172B585LIFEX 2030 INCOMBCKTQ1 2026
Institutional Holders
5
13F filers
Shares Held
51.9K
Aggregate institutional
Institutional Value
$2.30M
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased1
Decreased1
Sold out0
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Stone Ridge Holdings Group LP | 22.0K | $973.5K | 0 | Held |
| 2 | Captrust Financial Advisors | 12.6K | $556.9K | −30.6K | Reduced |
| 3 | Barrett & Company, Inc. | 10.4K | $461.3K | +6.4K | Added |
| 4 | Susquehanna International Group, LLP | 6.9K | $303.3K | +6.9K | New |
| 5 | Ubs Group AG | 1 | $44 | +1 | New |