HolderBook

STONE RIDGE TR (LIAV)

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

3
Reporting holders
$5.3M
Reported value
0.0%
Held as options
+2
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$2.8M11,6000.99%2qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M9,2450.00%newNEW
Porter White Investment Advisors, Inc.$271.3K1,1300.13%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 20253$5.3M21,9752000.0%
Q1 20251$2.9M11,6001000.0%
Q4 20241$2.9M116,0000000.0%