Position in LDI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,296
+$1,642 QoQ
Shares Held
5,037
+53.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 128 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $166,092 across 8 Mortgage Finance names. LDI ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
6,961 | $109,635 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
489 | $26,748 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
164 | $14,284 | |
| 4 | LDI |
loanDepot, Inc.
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|
5,037 | $6,296 | |
| 5 | ONIT |
Onity Group Inc.
|
110 | $4,372 | |
| 6 | UWMC |
UWM Holdings Corp
|
1,191 | $2,727 | |
| 7 | VEL |
Velocity Financial, Inc.
|
107 | $1,975 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
2 | $55 |
All Filings in LDI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,296 | 5,037 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,654 | 3,278 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,251 | 3,020 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,424 | 3,070 | Shares | Sole | 2026-02-06 | |
| 2023-06-30 | $354 | 167 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $268 | 167 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13 | 625 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,214 | 2,435 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,326 | 2,310 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $9,586 | 2,310 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||