Lifex 2028 Income Bucket ETF
$21.810%
+$10.3K
Net Activity
+0.87% total shares
Institutions Holding
3
Popularity Rank
#14036
Avg Weight
1.44%
Total Value
$1.2M
3 institutions currently hold LIFT, with 1 net buyers and 0 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
0
Net Buying Institutions
1
Top 5 by Value
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Across its top 3 institutional holders, LIFT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 37/100, avg. turnover score 24/100).
LIFT ranks #14036 out of 37507 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in LIFT, but none treat it as a major bet — even Stone Ridge Holdings Group LP, its most concentrated holder, allocates just 4.3% of its own portfolio to it.
Stone Ridge Holdings Group LP has trimmed its LIFT position for two straight quarters, cutting it by $157.7K while still holding $798.2K.
+$10.3K
Total Buy Value
$0.0
Total Sell Value
1
Net Buyers
0
Net Sellers
LIFT
Q2 2026
Top 5 Institutional Movers
-$78.6K
-$9.4K
LIFT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
86172B593
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,251
Total reported value
$2.2T
3236 13F institutions increased their position this quarter
Institutions Holding
5,998
Total reported value
$3.6T
3038 13F institutions increased their position this quarter
Institutions Holding
6,162
Total reported value
$1.8T
2978 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,150
Total reported value
$2.9T
Held by 6150 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,815
Total reported value
$1.8T
Held by 5815 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,258
Total reported value
$1.3T
Held by 5258 institutions — one of the most-tracked stocks on AlphaSMO
Access LIFT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/LIFTCLI
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