Across its top 3 institutional holders, LIFT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 39/100, avg. turnover score 47/100).

Quarterly Activity

Recent Activity

+$431.5K

Total Buy Value

$0.0

Total Sell Value

New buy2

Trim0

Add0

Sold out0

Net Buyers

Net Sellers

Smart Money Convergence

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 2026-03-31 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.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/LIFT

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

86172B593

FAQ

Who are the top institutional investors holding LIFEX 2028 INCOME BUCKET ETF (LIFT)?

Major stakeholders currently include Stone Ridge Holdings Group LP ($876.8K), Susquehanna International Group, LLP ($326.6K), Barrett & Company, INC. ($104.9K). Based on the latest 13F filings, there are a total of 3 tracked investment funds and institutions maintaining positions in LIFT.

What is the overall institutional sentiment toward LIFT recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $352.4K, driven by 2 managers accumulating shares while 0 reduced their exposure.

Which institutions have been selling or reducing their LIFT positions?

In the latest period, no tracked funds trimmed or exited their positions in LIFT.

Are there any notable investors adding LIFT to their portfolios?

Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $431.5K.