# STONE RIDGE TR LIFEX 2035 INCM

STONE RIDGE TR LIFEX 2035 INCM is a security (CUSIP 86172A249) tracked across SEC portfolio filings. 10 institutional managers reported $16.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: STONE RIDGE TR
- Class: LIFEX 2035 INCM
- CUSIP: 86172A249
- 13F holders: 10
- 13F value: $16.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Stone Ridge Holdings Group LP | New York, NY | $8.2M | 103,635 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $2.0M | 24,281 |
| CWM, LLC | OMAHA, NE | $1.4M | 17,389 |
| [BARRETT & COMPANY, INC.](https://search.stillhousedata.com/firm/1175) | PROVIDENCE, RI | $1.4M | 17,802 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.4M | 17,081 |
| DEMMING FINANCIAL SERVICES CORP /ADV | AURORA, OH | $1.2M | 14,901 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $326K | 3,990 |
| [WFA of San Diego, LLC](https://search.stillhousedata.com/firm/307404) | SAN DIEGO, CA | $30K | 365 |
| UBS Group AG | Zurich, V8 | $1K | 14 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

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