Vault-13

STONE RIDGE TR LIBD

LIFEX 2065 INF · ETP · CUSIP 86172B627

3 institutional holders +0 vs Q1 2026
14,07214.1k shares reported held*
$3.9mreported value*
0 new 1 added 1 reduced 0 sold out net sold ≈ $47.9k (-172 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $278.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0123Q3 25: 2Q4 25: 3Q1 26: 3Q2 26: 33Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20252
Q4 20253
Q1 20263
Q2 20263

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q4 25: 1 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202511
Q1 202611
Q2 202611

Biggest buyers

Porter White Investment Advisors, Inc. Added +22+22

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -194-194

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Stone Ridge Holdings Group LP 8.43% of their portfolio New York, NY 5,6325.6k $1.6m $1.6m 8.43% Unchanged
2 Porter White Investment Advisors, Inc. 0.47% of their portfolio Birmingham, AL 4,4244.4k $1.2m $1.2m 0.47% Added +22 +22
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,0164.0k $1.1m $1.1m 0.00% Reduced -194 -194