LFBE

STONE RIDGE TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

STONE RIDGE TR (LFBE) is held by 7 institutional investors with combined holdings of $17M. Major holders include Stone Ridge Holdings Grou, Porter White Investment A, CAPTRUST FINANCIAL ADVISO.

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Institutional Holders

Total Value

$16.7M

Ownership %

—

🏦 Top Institutional Holders

Stone Ridge Holdings Group LP

98.2K shares

$10.8M

Porter White Investment Advisors, Inc.

8.7K shares

$2.3M

CAPTRUST FINANCIAL ADVISORS

Focus Partners Wealth

1.0K shares

$218.8K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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