Vault-13

STONE RIDGE TR LIAE

LIFEX 2050 INFL · ETP · CUSIP 86172B650

4 institutional holders +1 vs Q1 2026
4,0064.0k shares reported held*
$833.1kreported value*
1 new 1 added 0 reduced 0 sold out net bought ≈ $289.9k (+1.4k 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 ≈ $207.96.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

024Q3 25: 3Q4 25: 3Q1 26: 3Q2 26: 44Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20253
Q4 20253
Q1 20263
Q2 20264

Buyers vs sellers

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

Bought or addedCut or sold out
202Q4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 2 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202512
Q1 202611
Q2 202620

Biggest buyers

JANE STREET GROUP, LLC New +1,294+1.3k
UBS Group AG Added +100+100

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Stone Ridge Holdings Group LP 1.76% of their portfolio New York, NY 1,5781.6k $328.2k $328.2k 1.76% Unchanged
2 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 1,2941.3k $269.1k $269.1k 0.00% New
3 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 1,0331.0k $214.8k $214.8k 0.00% Unchanged
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 101101 $21.0k $21.0k 0.00% Added +100 +100