LIFEX 2035 INCOME BUCKET ETF (LDDR) Institutional Ownership Changes & 13F Activity
LIFEX 2035 INCOME BUCKET ETF (LDDR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Captrust Financial Advisors, Jane Street Group, Llc, Susquehanna International Group, Llp, Commonwealth Equity Services, Llc, and Barrett & Company, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Captrust Financial Advisors | Buy | +17,559 | +261.2% | 24,281 | $1.98M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +10,553 | +161.7% | 17,081 | $1.39M | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +61 | +0.4% | 17,389 | $1.42M | Q1 2026 | May 14, 2026 |
| Jane Street Group, Llc | Sell | -16,349 | -80.4% | 3,990 | $325.82K | Q1 2026 | May 12, 2026 |
| Wfa Of San Diego, Llc | Buy | +27 | +8.0% | 365 | $29.81K | Q1 2026 | May 11, 2026 |
| Ubs Group Ag | Buy | +14 | — | 14 | $1.14K | Q1 2026 | May 05, 2026 |
| Barrett & Company, Inc. | Buy | +3,851 | +32.4% | 15,746 | $1.29M | Q1 2026 | May 04, 2026 |
| Commonwealth Equity Services, Llc | Sell | -4,593 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 12, 2026 |
Frequently asked questions about LDDR activity
Which institutional owners are buying LDDR?
Institutional owners buying LDDR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LDDR activity?
"Buy" means an investor increased their reported position in LDDR compared to the prior reporting period. This reflects growing exposure to LIFEX 2035 INCOME BUCKET ETF (LDDR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LDDR increasing?
Institutional interest in LDDR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.