9 institutions reported holding $25.7M of STONE RIDGE TR (LFAE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Stone Ridge Holdings Group LP ($10.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($10.4M), Porter White Investment Advisors, Inc. ($2.2M), CWM, LLC ($1.1M), BARRETT & COMPANY, INC. ($566,262). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stone Ridge Holdings Group LP | $10.6M | 98,187 | Hold |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.4M | 70,444 | Added |
| 3 | Porter White Investment Advisors, Inc. | $2.2M | 8,707 | Added |
| 4 | CWM, LLC | $1.1M | 6,700 | Hold |
| 5 | BARRETT & COMPANY, INC. | $566,262 | 14,375 | Added |
| 6 | CAPTRUST FINANCIAL ADVISORS | $556,941 | 12,586 | Trimmed |
| 7 | Focus Partners Wealth | $215,202 | 1,033 | Hold |
| 8 | UBS Group AG | $94,374 | 431 | Added |
| 9 | MAI Capital Management | $776 | 5 | New |
Source: SEC Form 13F filings · as of 2026-03-31