Position in LDI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$540
-$732 QoQ
Shares Held
432
-51.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 128 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $318,105 across 8 Mortgage Finance names. LDI ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
9,496 | $149,562 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
2,356 | $128,873 | |
| 3 | UWMC |
UWM Holdings Corp
|
6,729 | $15,409 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
165 | $14,371 | |
| 5 | ONIT |
Onity Group Inc.
|
138 | $5,485 | |
| 6 | VEL |
Velocity Financial, Inc.
|
199 | $3,673 | |
| 7 | LDI |
loanDepot, Inc.
This page
|
432 | $540 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
7 | $192 |
All Filings in LDI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540 | 432 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,272 | 896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,533 | 741 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $89 | 29 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||