LENDXFiscal year ends October 31
Stone Ridge Trust V
$91.95+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
1
1 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 2,541,756 | 6.80% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LENDX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 14,908 | – | $683.81K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
| Q1 2024 | 0 | 0M | 0 / 0 | 0 / 1 | 0M | 0M |
| Q4 2023 | 1 | 0M | 1 / 0 | 0 / 0 | 0M | 0M |
| Q1 2021 | 0 | 0M | 0 / 0 | 0 / 1 | 0M | 0M |
| Q4 2020 | 1 | 0M | 0 / 0 | 1 / 1 | 0M | 0M |
| Q3 2020 | 2 | 0M | 1 / 0 | 1 / 1 | 0M | 0M |
| Q2 2020 | 2 | 0M | 2 / 0 | 0 / 0 | 0M | 0M |
| Q1 2020 | 0 | 0M | 0 / 0 | 0 / 2 | 0M | 0M |
| Q4 2019 | 2 | 0M | 2 / 0 | 0 / 2 | 0M | 3M |
| Q3 2019 | 2 | 3M | 0 / 0 | 2 / 0 | 0M | 2M |
| Q2 2019 | 2 | 6M | 1 / 0 | 1 / 0 | 0M | 0M |
| Q1 2019 | 1 | 6M | 0 / 0 | 1 / 0 | 0M | 1M |