10 institutions reported holding $16.1M of STONE RIDGE TR (LDDR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Stone Ridge Holdings Group LP ($8.5M), CAPTRUST FINANCIAL ADVISORS ($2.0M), CWM, LLC ($1.4M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.4M), BARRETT & COMPANY, INC. ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stone Ridge Holdings Group LP | $8.5M | 103,635 | Hold |
| 2 | CAPTRUST FINANCIAL ADVISORS | $2.0M | 24,281 | Added |
| 3 | CWM, LLC | $1.4M | 17,389 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 17,081 | Added |
| 5 | BARRETT & COMPANY, INC. | $1.3M | 15,746 | Added |
| 6 | DEMMING FINANCIAL SERVICES CORP /ADV | $1.2M | 14,901 | Hold |
| 7 | JANE STREET GROUP, LLC | $325,821 | 3,990 | Trimmed |
| 8 | WFA of San Diego, LLC | $29,806 | 365 | Added |
| 9 | UBS Group AG | $1,143 | 14 | New |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31