Position in LDI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,661
-$237,484 QoQ
Shares Held
11,729
-93.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 128 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Creative Planning holds $13,312,058 across 7 Mortgage Finance names. LDI ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
546,077 | $8,600,712 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
31,220 | $1,707,733 | |
| 3 | UWMC |
UWM Holdings Corp
|
476,961 | $1,092,240 | |
| 4 | VEL |
Velocity Financial, Inc.
|
54,853 | $1,012,586 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
9,616 | $837,553 | |
| 6 | BLNE |
Beeline Holdings, Inc.
|
38,175 | $46,573 | |
| 7 | LDI |
loanDepot, Inc.
This page
|
11,729 | $14,661 |
All Filings in LDI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,661 | 11,729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $252,145 | 177,567 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $214,135 | 103,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,350 | 15,098 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||