LDDR STONE RIDGE TR
FollowLIFEX 2035 INCM (fund)
9 managers (9 13F filers) reported a position in LDDR shares at 2026-03-31, 197,402 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 5
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 197,402
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Stone Ridge Holdings Group LPin group Stone Ridge Holdings Group LP | 103,635 | $8.46M | 44.44% | 0 | 13F-HRTimelineGroup |
| CAPTRUST FINANCIAL ADVISORS | 24,281 | $1.98M | <0.01% | +17,559 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 17,389 | $1.42M | <0.01% | +61 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 17,081 | $1.39M | <0.01% | +10,553 | 13F-HRTimelineGroup |
| BARRETT & COMPANY, INC. | 15,746 | $1.29M | 0.44% | +3,851 | 13F-HRTimeline |
| DEMMING FINANCIAL SERVICES CORP /ADV | 14,901 | $1.22M | 0.88% | 0 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 3,990 | $326K | <0.01% | -16,349 | 13F-HRTimelineGroup |
| WFA of San Diego, LLC | 365 | $29.8K | 0.02% | +27 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 14 | $1.14K | <0.01% | new | 13F-HRTimelineGroup |