HolderBook

STONE RIDGE TR (LFAE)

Institutional ownership reported to the SEC as of Q2 2025, across 3 quarters.

4
Reporting holders
$824.1K
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

FilerValueShares Their book Held Change
SUSQUEHANNA INTERNATIONAL GROUP, LLP$487.6K4,1050.00%2q+2.0%+$9.5K
Stone Ridge Holdings Group LP$332.6K2,8000.12%2q-88.2%-$2.5M
UBS Group AG$3.8K320.00%newNEW
CWM, LLC$766400.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20254$824.1K7,5772110.0%
Q1 20253$4.7M39,0943000.0%
Q4 20243$4.5M375,1212000.0%