Cerity Partners LLC

Position in LDI — loanDepot, Inc.

CIK 1566475 NEW YORK, NY

Position in LDI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$378,503

-$54,518 QoQ

Shares Held

302,803

-0.7% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#29

of 128 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $3,136,347 across 5 Mortgage Finance names. LDI ranks #4 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	18,340	$1,003,196
2	RKT	Rocket Companies, Inc.	62,628	$986,390
3	PFSI	PennyMac Financial Services, Inc.	5,599	$487,672
4	LDI	loanDepot, Inc. This page	302,803	$378,503
5	UWMC	UWM Holdings Corp	122,527	$280,586

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,503	302,803	-0.7%	Shares	Defined	2026-08-14
2026-03-31	$433,021	304,945	+180.4%	Shares	Defined	2026-05-15
2025-12-31	$225,103	108,746	-0.9%	Shares	Other	2026-02-11
2025-09-30	$336,788	109,703	+20.6%	Shares	Other	2025-10-22
2025-06-30	$115,547	90,982	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.