Cetera Investment Advisers
LDI icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return