121 tracked 13F filers disclose a position in LDI as of the latest SEC 13F filings, a combined $72.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $13.6M | 9.6M | ▲+33% Added · +2.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $8.1M | 5.7M | →First observed position No prior filed position | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $5.0M | 3.5M | ▲+61% Added · +1.3M sh | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.9M | 2.7M | ▲+5.4% Added · +140K sh | Q1 2026 | |
| 5 | WASATCH ADVISORS LP | $2.9M | 2.3M | ▲+36% Added · +610K sh | Q2 2026 | |
| 6 | STATE STREET CORP | $3.0M | 2.1M | ▲+28% Added · +464K sh | Q1 2026 | |
| 7 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $2.8M | 2.0M | ▲+1.5% Added · +29K sh | Q1 2026 | |
| 8 | UBS Group AG | $2.8M | 2.0M | ▲+12% Added · +212K sh | Q1 2026 | |
| 9 | Allianz Asset Management GmbH | $2.7M | 1.9M | ▲+96% Added · +932K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $2.6M | 1.9M | ▲+226% Added · +1.3M sh | Q1 2026 | |
| 11 | MILLENNIUM MANAGEMENT LLC | $1.8M | 1.3M | ▼−50% Reduced · −1.3M sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 13 | VANGUARD FIDUCIARY TRUST CO | $1.7M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 14 | BW Gestao de Investimentos Ltda. | $1.6M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 944K | ▼−21% Reduced · −255K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $1.3M | 942K | ▲+47% Added · +302K sh | Q1 2026 | |
| 17 | LAZARD ASSET MANAGEMENT LLC | $1.3M | 928K | ▲New +928K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $1.3M | 914K | ▲+194% Added · +603K sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $1.2M | 820K | ▲+192% Added · +539K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $897K | 631K | ▲+1.3% Added · +8K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $889K | 626K | ▼−5.2% Reduced · −34K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $822K | 579K | ▲+258% Added · +418K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $797K | 561K | ▲+176% Added · +358K sh | Q1 2026 | |
| 24 | Leisure Capital Management | $625K | 500K | —Held | Q2 2026 | |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | $548K | 386K | ▲+85% Added · +177K sh | Q1 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, 4 funds opened a new position in LDI and 17 added to an existing one, while 11 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| INTEL CORPINTC | 44 funds | $1.1B |
| NVIDIA CORPNVDA | 43 funds | $18.5B |
| APPLE INCAAPL | 43 funds | $14.0B |
| MICROSOFT CORPMSFT | 43 funds | $11.2B |
| BROADCOM INCAVGO | 43 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 43 funds | $4.1B |
| ELI LILLY & COLLY | 43 funds | $3.0B |
| VISA INC-CLASS A SHARESV | 43 funds | $2.2B |
| CHEVRON CORPCVX | 43 funds | $2.1B |
| ADVANCED MICRO DEVICESAMD | 43 funds | $1.7B |
| UNITEDHEALTH GROUP INCUNH | 43 funds | $1.6B |
| PALANTIR TECHNOLOGIES INC-APLTR | 43 funds | $1.5B |
Ranked by how many of LDI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Dec 15, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 260K | $648K |
| Dec 10, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 231K | $623K |
| Dec 9, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 400K | $1.1M |
| Dec 8, 2025 | Hsieh Anthony Li | Executive Chair, CEO & Pres., Director, 10% Owner | Sell (S) | 369K | $1.0M |
| Dec 2, 2025 | LEPORE DAWN G | Director | Sell (S) | 9K | $26K |
| Nov 25, 2025 | DerGurahian Jeffrey Michael | Chief Investment Officer | Sell (S) | 250K | $753K |
No filings captured for this ticker in the live stream yet.
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.