STONE RIDGE TR (BCKT)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
4
Reporting holders
$1.9M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Stone Ridge Holdings Group LP | $920.6K | 22,000 | 4.94% | 4q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $506.6K | 12,107 | 0.00% | 3q | -3.8%-$20.0K |
| BARRETT & COMPANY, INC. | $491.1K | 11,737 | 0.14% | 3q | +12.6%+$54.9K |
| UBS Group AG | $42 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $1.9M | 45,845 | 0 | 1 | 1 | 0.0% |
| Q1 2026 | 5 | $2.3M | 51,867 | 2 | 1 | 1 | 0.0% |
| Q4 2025 | 3 | $3.2M | 69,209 | 2 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $1.1M | 22,000 | 1 | 0 | 0 | 0.0% |