Among active 13F managers last quarter, 8 opened and 17 added, while 11 reduced; the largest holder to move was Wasatch Advisors LP (+36%). Over the last 180 days, 1 insider bought and none sold, a net +$913K in open-market trades.
Funds lean in and no leg opposes.
129 tracked 13F filers disclose a position in LDI as of the latest SEC 13F filings, a combined $71.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.8M | $13.6M | ▲+13% Added · +1.3M sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 6.1M | $7.6M | ▲+6.0% Added · +342K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 3.9M | $4.9M | ▲+12% Added · +406K sh | Q2 2026 | |
| 4 | Charles Schwab Investment Management Inc | 2.7M | $3.9M | ▲+5.4% Added · +140K sh | Q1 2026 | |
| 5 | Wasatch Advisors LP | 2.3M | $2.9M | ▲+36% Added · +610K sh | Q2 2026 | |
| 6 | State Street Corp | 2.2M | $2.8M | ▲+4.6% Added · +96K sh | Q2 2026 | |
| 7 | UBS Group AG | 2.0M | $2.8M | ▲+12% Added · +212K sh | Q1 2026 | |
| 8 | Knightsbridge Asset Management, LLC | 1.9M | $2.4M | ▼−4.6% Reduced · −92K sh | Q2 2026 | |
| 9 | Allianz Asset Management GmbH | 1.9M | $2.7M | ▲+96% Added · +932K sh | Q1 2026 | |
| 10 | Goldman Sachs Group Inc | 1.9M | $2.6M | ▲+226% Added · +1.3M sh | Q1 2026 | |
| 11 | Millennium Management LLC | 1.3M | $1.8M | ▼−50% Reduced · −1.3M sh | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 1.2M | $1.5M | ▲+1.4% Added · +17K sh | Q2 2026 | |
| 13 | BW Gestao de Investimentos Ltda. | 1.1M | $1.4M | —Held | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 945K | $1.2M | ▼−22% Reduced · −266K sh | Q2 2026 | |
| 15 | Susquehanna International Group, LLP | 944K | $1.3M | ▼−21% Reduced · −255K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 942K | $1.3M | ▲+47% Added · +302K sh | Q1 2026 | |
| 17 | Lazard Asset Management LLC | 928K | $1.3M | ▲New +928K sh | Q1 2026 | |
| 18 | Morgan Stanley | 914K | $1.3M | ▲+194% Added · +603K sh | Q1 2026 | |
| 19 | Renaissance Technologies LLC | 820K | $1.2M | ▲+192% Added · +539K sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 766K | $957K | ▲+396% Added · +611K sh | Q2 2026 | |
| 21 | Nuveen, LLC | 631K | $897K | ▲+1.3% Added · +8K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | 626K | $889K | ▼−5.2% Reduced · −34K sh | Q1 2026 | |
| 23 | Dimensional Fund Advisors LP | 579K | $822K | ▲+258% Added · +418K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | 561K | $797K | ▲+176% Added · +358K sh | Q1 2026 | |
| 25 | Leisure Capital Management | 500K | $625K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in LDI and 17 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 59 funds | $95.0B |
| Nvidia CorpNVDA | 58 funds | $167.5B |
| Apple IncAAPL | 57 funds | $118.5B |
| Alphabet Inc-CL AGOOGL | 57 funds | $78.5B |
| Amazon.com IncAMZN | 57 funds | $74.9B |
| Alphabet Inc-CL CGOOG | 57 funds | $50.5B |
| Eli Lilly & CoLLY | 56 funds | $35.6B |
| Tesla IncTSLA | 55 funds | $29.4B |
| Micron Technology IncMU | 55 funds | $28.1B |
| Advanced Micro DevicesAMD | 55 funds | $27.9B |
| Broadcom IncAVGO | 54 funds | $70.2B |
| Unitedhealth Group IncUNH | 54 funds | $15.9B |
Ranked by how many of LDI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LDI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Buy (P) | 60K | $55K |
| Aug 31, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Buy (P) | 145K | $137K |
| Aug 27, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Buy (P) | 39K | $36K |
| Aug 26, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Buy (P) | 284K | $253K |
| Aug 25, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Buy (P) | 364K | $335K |
| Aug 24, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Buy (P) | 107K | $96K |
| Jan 15, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 884K | $2.4M |
| Jan 14, 2026 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 416K | $1.1M |
| Dec 19, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 218K | $497K |
| Dec 18, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 223K | $518K |
| Dec 17, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 308K | $706K |
| Dec 16, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 290K | $699K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 45 | 24 | – |
Insiders Form 4 open-market | 1 | 0 | +$913K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for LDI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LDI/capital-change-brief"
Use Arkolith's capital_change_brief for LDI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.