Vault-13

STONE RIDGE TR LFAI

LIFEX 2050 LONGE · ETP · CUSIP 86172B692

4 institutional holders -1 vs Q1 2026
13,08313.1k shares reported held*
$2.0mreported value*
1 new 0 added 1 reduced 1 sold out net sold ≈ $389.3k (-2.6k 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 ≈ $150.56.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 25: 4Q4 25: 3Q1 26: 5Q2 26: 44Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20254
Q4 20253
Q1 20265
Q2 20264

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 25: 0 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 0 cut or sold outQ1 26Q2 26: 1 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202502
Q1 202630
Q2 202612

Biggest buyers

CITADEL ADVISORS LLC New +5,438+5.4k

Biggest sellers

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,4385.4k $818.7k $818.7k 0.00% New
2 Stone Ridge Holdings Group LP 3.29% of their portfolio New York, NY 4,0754.1k $613.5k $613.5k 3.29% Unchanged
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,5693.6k $537.3k $537.3k 0.00% Reduced -8.0k -8,019
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 11 $151 $151 0.00% Unchanged