LIBD Institutional Ownership & Shareholders
LIFEX 2065 INF-PRT LONG-INC (LIBD) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.32M 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 LIBD tracked by InsiderSet, reporting ownership valued at approximately $1.57M 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 $1.49M, representing an estimated loss of -5.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LIBD value among the investors covered in this analysis. Major shareholders include Stone Ridge Holdings Group Lp, Susquehanna International Group, Llp, Porter White Investment Advisors, Inc., and several other long-term asset managers with concentrated positions in LIFEX 2065 INF-PRT LONG-INC (LIBD).
This page ranks the largest institutional LIBD 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
$3.32M
Largest Holder
Stone Ridge Holdings Group Lp
Largest Position
$1.57M
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 | 8.43% | 5,632 | $1,569,424 | $1,490,656 | -$78,768 | -5.02% | |
| Susquehanna International Group, Llp | 0.00% | 4,016 | $1,119,106 | $1,062,939 | -$56,167 | -5.02% | |
| Porter White Investment Advisors, Inc. | 0.39% | 2,483 | $630,354 | $657,191 | +$26,837 | +4.26% |
Frequently asked questions about LIBD
Who are the largest institutional holders of LIBD?
The largest institutional holders of LIBD reported in the latest SEC Form 13F filings include Stone Ridge Holdings Group Lp, Susquehanna International Group, Llp, and Porter White Investment Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported LIBD position.
What is LIBD institutional ownership?
This page tracks LIBD positions reported by institutional investment managers through SEC Form 13F. LIFEX 2065 INF-PRT LONG-INC (LIBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LIBD?
InsiderSet currently tracks 3 institutional managers reporting LIBD 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 LIBD shareholders.
How much LIBD stock do institutions own?
Institutional investment managers disclosed approximately $3.32M in LIBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LIBD institutional ownership last updated?
The latest LIBD 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 LIBD 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 LIBD position after the reporting date.
Are institutions buying or selling LIBD?
Institutional buying and selling can be analyzed by comparing LIBD positions across consecutive 13F reporting periods. InsiderSet's LIBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LIBD ownership changes.
How has LIBD institutional ownership changed over time?
InsiderSet tracks LIBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.