LFBE Institutional Ownership & Shareholders
LIFEX 2065 LONGEVITY INCOME (LFBE) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Stone Ridge Holdings Group Lp is currently the largest disclosed institutional shareholder of LFBE tracked by InsiderSet, reporting ownership valued at approximately $1.48M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.40M, representing an estimated loss of -5.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LFBE value among the investors covered in this analysis. Major shareholders include Stone Ridge Holdings Group Lp, Susquehanna International Group, Llp, Ubs Group Ag, and several other long-term asset managers with concentrated positions in LIFEX 2065 LONGEVITY INCOME (LFBE).
This page ranks the largest institutional LFBE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
3
Total Reported Value
$2.83M
Largest Holder
Stone Ridge Holdings Group Lp
Largest Position
$1.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Stone Ridge Holdings Group Lp | 7.92% | 7,948 | $1,475,793 | $1,396,968 | -$78,825 | -5.34% | |
| Susquehanna International Group, Llp | 0.00% | 7,281 | $1,351,943 | $1,279,734 | -$72,209 | -5.34% | |
| Ubs Group Ag | 0.00% | 3 | $557 | $527 | -$30 | -5.33% |
Frequently asked questions about LFBE
Who are the largest institutional holders of LFBE?
The largest institutional holders of LFBE reported in the latest SEC Form 13F filings include Stone Ridge Holdings Group Lp, Susquehanna International Group, Llp, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported LFBE position.
What is LFBE institutional ownership?
This page tracks LFBE positions reported by institutional investment managers through SEC Form 13F. LIFEX 2065 LONGEVITY INCOME (LFBE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LFBE?
InsiderSet currently tracks 3 institutional managers reporting LFBE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LFBE shareholders.
How much LFBE stock do institutions own?
Institutional investment managers disclosed approximately $2.83M in LFBE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LFBE institutional ownership last updated?
The latest LFBE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LFBE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LFBE position after the reporting date.
Are institutions buying or selling LFBE?
Institutional buying and selling can be analyzed by comparing LFBE positions across consecutive 13F reporting periods. InsiderSet's LFBE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LFBE ownership changes.
How has LFBE institutional ownership changed over time?
InsiderSet tracks LFBE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.