Creative Planning
LDI icon

Creative Planning’s loanDepot LDI Stock Holding History

Creative Planning’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 		$252K Buy
177,567
+74,120
+72% +$152K ﹤0.01% 3558
2025
Q4 		$214K Buy
103,447
+88,349
+585% +$245K ﹤0.01% 3494
2025
Q3 		$46.4K Buy
+15,098
New +$34.9K ﹤0.01% 3766

Other funds holding LDI

BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Creative Planning's LDI Position: Q1 2026 in Review

Creative Planning increased its loanDepot (LDI) stake by 72% in Q1 2026, buying an estimated $152K and bringing the position to 177,567 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #3558.

Creative Planning first reported a position in LDI in Q3 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • Creative Planning held 177,567 shares of loanDepot worth $252K as of Q1 2026.
  • Creative Planning bought 74,120 loanDepot shares in Q1 2026, an estimated $152K.
  • loanDepot made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3558 holding.
  • Creative Planning first reported a position in loanDepot in Q3 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.