LIFT Institutional Ownership & Shareholders
LIFEX 2028 INCOME BUCKET ETF (LIFT) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.19M 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 LIFT tracked by InsiderSet, reporting ownership valued at approximately $798,171 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 $694,867.8, representing an estimated loss of -12.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LIFT value among the investors covered in this analysis. Major shareholders include Stone Ridge Holdings Group Lp, Susquehanna International Group, Llp, Barrett & Company, Inc., and several other long-term asset managers with concentrated positions in LIFEX 2028 INCOME BUCKET ETF (LIFT).
This page ranks the largest institutional LIFT 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
$1.19M
Largest Holder
Stone Ridge Holdings Group Lp
Largest Position
$798,171
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 | 4.29% | 33,000 | $798,171 | $694,868 | -$103,303 | -12.94% | |
| Susquehanna International Group, Llp | 0.00% | 12,717 | $307,586 | $267,777 | -$39,809 | -12.94% | |
| Barrett & Company, Inc. | 0.02% | 3,950 | $85,970 | $83,174 | -$2,796 | -3.25% |
Frequently asked questions about LIFT
Who are the largest institutional holders of LIFT?
The largest institutional holders of LIFT reported in the latest SEC Form 13F filings include Stone Ridge Holdings Group Lp, Susquehanna International Group, Llp, and Barrett & Company, Inc.. InsiderSet ranks institutional holders by their latest reported LIFT position.
What is LIFT institutional ownership?
This page tracks LIFT positions reported by institutional investment managers through SEC Form 13F. LIFEX 2028 INCOME BUCKET ETF (LIFT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LIFT?
InsiderSet currently tracks 3 institutional managers reporting LIFT 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 LIFT shareholders.
How much LIFT stock do institutions own?
Institutional investment managers disclosed approximately $1.19M in LIFT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LIFT institutional ownership last updated?
The latest LIFT 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 LIFT 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 LIFT position after the reporting date.
Are institutions buying or selling LIFT?
Institutional buying and selling can be analyzed by comparing LIFT positions across consecutive 13F reporting periods. InsiderSet's LIFT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LIFT ownership changes.
How has LIFT institutional ownership changed over time?
InsiderSet tracks LIFT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.