Who owns LDDR?
LifeX 2035 Income Bucket ETF · LifeX
8 institutions reported holding LDDR, worth $15.2M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of LDDR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Stone Ridge Holdings Group LP | New York, NY | $8.2M | 103,635 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.8M | 22,388 | +5,307 shares |
| Captrust Financial Advisors | Raleigh, NC | $1.4M | 17,903 | −6,378 shares |
| Barrett & Company, Inc. | Providence, RI | $1.4M | 17,802 | +2,056 shares |
| Demming Financial Services Corp. | Aurora, OH | $1.2M | 14,901 | No change |
| Jane Street Group, LLC | New York, NY | $872K | 11,011 | +7,021 shares |
| Citadel Advisors LLC | Miami, FL | $309K | 3,907 | New position |
| UBS Group AG | Zurich, Switzerland | $11K | 143 | +129 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LDDR?
8 institutional managers reported holding LDDR in Form 13F filings for June 30, 2026, worth $15.2M in total. The largest reported position was held by Stone Ridge Holdings Group LP, at $8.2M.
Did institutions buy or sell LDDR last quarter?
Reported 13F value rose 3.3% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LDDR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.