LPL Financial LLC

Position in LDI — loanDepot, Inc.

CIK 1403438 FORT MILL, SC

Position in LDI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$115,762

-$12,172 QoQ

Shares Held

92,610

+2.8% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#45

of 130 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $34,159,184 across 5 Mortgage Finance names. LDI ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	2,127,729	$33,511,731
2	UWMC	UWM Holdings Corp	139,456	$319,354
3	BLNE	Beeline Holdings, Inc.	114,383	$139,547
4	LDI	loanDepot, Inc. This page	92,610	$115,762
5	GHI	Greystone Housing Impact Investors LP	12,550	$72,790

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,762	92,610	+2.8%	Shares	Sole	2026-08-07
2026-03-31	$127,934	90,095	+9.8%	Shares	Sole	2026-05-06
2025-12-31	$169,833	82,045	+8.3%	Shares	Sole	2026-02-11
2025-09-30	$232,472	75,724	+2.5%	Shares	Sole	2025-11-12
2025-06-30	$93,823	73,877	0.0%	Shares	Sole	2025-08-12
2025-03-31	$87,913	73,877	+84.5%	Shares	Sole	2025-05-07
2024-12-31	$81,671	40,035	+39.3%	Shares	Sole	2025-02-11
2024-09-30	$78,484	28,749	0.0%	Shares	Sole	2024-11-08
2024-06-30	$47,435	28,749	0.0%	Shares	Sole	2024-08-07
2024-03-31	$74,459	28,749	-0.6%	Shares	Sole	2024-05-10
2023-12-31	$101,780	28,915	-16.7%	Shares	Sole	2024-02-14
2023-09-30	$59,704	34,712	0.0%	Shares	Sole	2023-11-13
2023-06-30	$73,589	34,712	+32.0%	Shares	Sole	2023-07-31
2023-03-31	$42,338	26,297	0.0%	Shares	Sole	2023-05-10
2022-12-31	$43,390	26,297	+106.0%	Shares	Sole	2023-02-07
2022-09-30	$16,852	12,767	-48.9%	Shares	Sole	2022-11-14
2022-03-31	$103,745	24,999	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.