LFAI

Lifex 2050 Longevity Income Cross-source read$144.72 0.07%
UnclassifiedCUSIP 86172B692· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). No recent Form 4 insider filings for LFAI.

Tracked 13F holders
4
4 in Q1 2026 filings
13F value (tracked)
$2.7M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$144.72 0.07%2Y +0.6%
$121.14$133.19$145.25$157.30$169.36Sep 2024Feb 2025JulNovApr 2026Sep
End-of-day closing prices52w $127.98 – $166.61

Who owns LFAI?

4 tracked 13F filers · ranked by shares held

4 tracked 13F filers disclose a position in LFAI as of the latest SEC 13F filings, a combined $2.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Susquehanna International Group, LLP12K
$1.8M
+0.5%
Added · +61 sh
Q1 2026
2Citadel Advisors LLC5K
$819K
New
+5K sh
Q2 2026
3CWM, LLC905
$138K
Held
Q1 2026
4UBS Group AG1
$153
New
+1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is LFAI being bought or sold by institutions?

Last quarter, 1 fund opened a new position in LFAI, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LFAI also own

CompanyCo-held byTheir position there
Ishares Core S&P 500 ETFIVV1 funds$13.2B
Amazon.com IncAMZN1 funds$2.6B
Nvidia CorpNVDA1 funds$2.4B
Apple IncAAPL1 funds$2.1B
Microsoft CorpMSFT1 funds$1.4B
Electronic Arts IncEA1 funds$1.2B
Warner Bros Discovery IncWBD1 funds$1.2B
Eli Lilly & CoLLY1 funds$1.1B
Broadcom IncAVGO1 funds$1.1B
Alphabet Inc-CL AGOOGL1 funds$1.1B
BlackRock IncBLK1 funds$1.1B
Advanced Micro DevicesAMD1 funds$929.1M

Ranked by how many of LFAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LFAI.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
10
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

4 tracked filers in Q1 2026 filings+2 vs Q4 2025
024Q3 2025Q4 2025Q1 2026
tracked filers holding their reported valueQ1 2026 filings: $1.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
LFAIthis pageLIFEX 2050 LONGE4 funds$2.7M
LFAOLIFEX 2055 LONGE3 funds$3.1M
86172B643LIFEX 2055 INFLA3 funds$1.5M
86172B585LIFEX 2030 INCOM3 funds$795K
86172B627LIFEX 2065 INF2 funds$2.4M
86172B676LIFEX 2060 LONGE2 funds$1.5M
86172B635LIFEX 2060 INFLA2 funds$1.5M
86172B668LIFEX 2065 LON2 funds$1.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for LFAI

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Ask your agent what changed in LFAI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LFAI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LFAI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LFAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.