Cetera Investment Advisers’s loanDepot LDI Stock Holding History

Cetera Investment Advisers’s Portfolio LDI Stock Details LDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$592K	Sell	473,683 -152,215	-24%	-$205K	﹤0.01%	3545
2026 Q1	$889K	Sell	625,898 -34,194	-5%	-$70.3K	﹤0.01%	3009
2025 Q4	$1.37M	Buy	660,092 +88,169	+15%	+$245K	﹤0.01%	2557
2025 Q3	$1.76M	Buy	571,923 +457,963	+402%	+$1.06M	﹤0.01%	2289
2025 Q2	$145K	Buy	113,960 +3,478	+3%	+$4.25K	﹤0.01%	3811
2025 Q1	$131K	Buy	110,482 +7,334	+7%	+$11.9K	﹤0.01%	3713
2024 Q4	$210K	Buy	103,148 +10,846	+12%	+$24.2K	﹤0.01%	3402
2024 Q3	$252K	Sell	92,302 -2,886	-3%	-$6.82K	﹤0.01%	3212
2024 Q2	$157K	Sell	95,188 -23,661	-20%	-$50.5K	﹤0.01%	3428
2024 Q1	$308K	Buy	+118,849	New	+$319K	﹤0.01%	3016

Other funds holding LDI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Cetera Investment Advisers's LDI Position: Q2 2026 in Review

Cetera Investment Advisers reduced its loanDepot (LDI) stake by 24% in Q2 2026, selling an estimated $205K and leaving 473,683 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

Cetera Investment Advisers first reported a position in LDI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.76M in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

Cetera Investment Advisers held 473,683 shares of loanDepot worth $592K as of Q2 2026.
Cetera Investment Advisers sold 152,215 loanDepot shares in Q2 2026, an estimated $205K.
loanDepot made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3545 holding.
Cetera Investment Advisers first reported a position in loanDepot in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's loanDepot position peaked at $1.76M in Q3 2025.
130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.