§ EQUITY
USDLDDR
LIFEX 2035 INCOME BUCKET ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
5 increased/new, 1 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Stone Ridge Holdings Group LP | 104K | 44.4% | ±0% |
| CAPTRUST FINANCIAL ADVISORS | 24K | 0.0% | +261% |
| CWM, LLC | 17K | 0.0% | +0% |
| BARRETT & COMPANY, INC. | 16K | 0.4% | +32% |
| DEMMING FINANCIAL SERVICES CORP /ADV | 15K | 0.9% | ±0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12K | 0.0% | +162% |
◇ AC INTELLIGENCE
Top institutional owners for LDDR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 8 holders
DEALER / BANK0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for LDDR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention LDDR yet.