Lifex 2035 Income Bucket ETF (LDDR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Barrett & Company, Inc.

UNCHANGED

Shares17,802 from 17,802

Change0 (0%)

Value$1.3M (-$78.7K)

Filed 2026-10-22

Stone Ridge Holdings Group LP

N/A

Shares— from 103,635

Change-103,635 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,388

Change-22,388 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 17,903

Change-17,903 (-100%)

Value—

Demming Financial Services Corp

N/A

Shares— from 14,901

Change-14,901 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 11,011

Change-11,011 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 3,907

Change-3,907 (-100%)

Value—

N/A

Shares— from 143

Change-143 (-100%)

Value—

	Status
Barrett & Company, Inc.	UNCHANGED	17,802	17,802	0	0%	$1.4M	$1.3M	-$78.7K	2026-10-22
Stone Ridge Holdings Group LP	N/A	—	103,635	-103,635	-100%	$8.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	22,388	-22,388	-100%	$1.8M	—	—	—
Captrust Financial Advisors	N/A	—	17,903	-17,903	-100%	$1.4M	—	—	—
Demming Financial Services Corp	N/A	—	14,901	-14,901	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	11,011	-11,011	-100%	$871.9K	—	—	—
Citadel Advisors LLC	N/A	—	3,907	-3,907	-100%	$309.4K	—	—	—
UBS Group AG	N/A	—	143	-143	-100%	$11.3K	—	—	—

Showing 8 of 8 institutions