Position in LDI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$952
+$673 QoQ
Shares Held
671
+397.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $581,771 across 9 Mortgage Finance names. LDI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
29,872 | $425,669 | |
| 2 | GHI |
Greystone Housing Impact Investors LP
|
10,000 | $49,200 | |
| 3 | UWMC |
UWM Holdings Corp
|
12,164 | $44,028 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
314 | $27,440 | |
| 5 | WD |
Walker & Dunlop, Inc.
|
580 | $25,736 | |
| 6 | ONIT |
Onity Group Inc.
|
164 | $6,439 | |
| 7 | VEL |
Velocity Financial, Inc.
|
104 | $1,881 | |
| 8 | LDI |
loanDepot, Inc.
This page
|
671 | $952 |
All Filings in LDI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $952 | 671 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $279 | 135 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $414 | 135 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||