HolderBook

STONE RIDGE TR (LIAE)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

4
Reporting holders
$833.1K
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
Stone Ridge Holdings Group LP$328.2K1,5781.76%4qHELD
JANE STREET GROUP, LLC$269.1K1,2940.00%newNEW
Focus Partners Wealth$214.8K1,0330.00%3qHELD
UBS Group AG$21.0K1010.00%2q+10000.0%+$20.8K

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 20264$833.1K4,0061100.0%
Q1 20263$544.1K2,6121000.0%
Q4 20253$1.1M5,3431010.0%
Q3 20253$1.8M8,3733000.0%
Q2 20253$3.7M21,7422000.0%
Q1 20251$3.0M17,3001000.0%
Q4 20241$2.9M173,0000000.0%