LFAO

Lifex 2055 Longevity IncomeETF$155.58 0.00%
UnclassifiedCUSIP 86172B684· EOD Sep 11, 2026

No active 13F manager changed its position in LFAO last quarter.

Tracked 13F holders
3
3 in Q1 2026 filings
13F value (tracked)
$3.1M
13F moves · latest Q
0 added
0 reduced

Price & smart-money activity

$155.58 0.00%2Y -7.9%
$140.78$150.76$160.75$170.73$180.72Sep 2024Feb 2025JulNovApr 2026Sep
End-of-day closing prices52w $148.65 – $178.61

Who owns LFAO?

3 tracked 13F filers · ranked by shares held

3 tracked 13F filers disclose a position in LFAO as of the latest SEC 13F filings, a combined $3.1M 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, LLP13K
$2.1M
−1.6%
Reduced · −206 sh
Q1 2026
2CWM, LLC6K
$964K
Held
Q1 2026
3UBS Group AG61
$10K
+11%
Added · +6 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.

Institutional ownership over time

3 tracked filers in Q1 2026 filings+0 vs Q4 2025
024Q3 2025Q4 2025Q1 2026
tracked filers holding their reported valueQ1 2026 filings: $3.1M
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
LFAILIFEX 2050 LONGE4 funds$2.7M
LFAOthis pageLIFEX 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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Ask your agent what changed in LFAO

This ETF 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/LFAO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LFAO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LFAO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.