Security record · archived quarter
LDI
name pending profile ingest
64Tracked holders
0Δ holders
41.37MShares held
$58.75MReported value
+9New positions
−9Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +8.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | -3 | 39.97M | $49.98M | +6 | −9 |
| Q1 2026 | 64 | 0 | 41.37M | $58.75M | +9 | −9 |
| Q4 2025 | 64 | 0 | 38.59M | $79.88M | +1 | −1 |
| Q3 2025 | 16 | +4 | 23.62M | $72.53M | +4 | n/a |
| Q2 2025 | 9 | +1 | 12.39M | $15.73M | +2 | −1 |
| Q1 2025 | 5 | -3 | 2.98M | $3.55M | n/a | −3 |
| Q4 2024 | 8 | 0 | 3.15M | $6.43M | +1 | −1 |
| Q3 2024 | 7 | +3 | 2.03M | $5.54M | +3 | n/a |
| Q2 2024 | 4 | n/a | 1.43M | $2.35M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 9.57M | +32.7% | $13.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 2 | Vanguard Capital Management Llc | 5.71M | n/a | $8.11M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 3.53M | +60.8% | $5.01M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | Charles Schwab Investment… | 2.74M | +5.4% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 2.10M | +28.3% | $2.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | UBS Group AG | 1.98M | +11.9% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Allianz Asset Management GmbH | 1.90M | +96.1% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 1.86M | +225.9% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 1.27M | -50.2% | $1.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 943.93K | -21.2% | $1.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Northern Trust Corp | 941.51K | +47.3% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Lazard Asset Management Llc | 928.32K | New | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 914.46K | +193.9% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Renaissance Technologies ✦ | 819.80K | +192.4% | $1.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Nuveen, LLC | 631.50K | +1.4% | $896,729 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 625.90K | -5.2% | $888,775 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 579.25K | +258.3% | $822,005 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Qube Research & Technologies Ltd | 561.06K | +176.2% | $796,708 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 474.44K | +37.7% | $673,710 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Tudor Investment Corp Et Al | 355.25K | -14.3% | $504,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 304.94K | +180.4% | $433,022 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | AQR Capital Management ✦ | 264.69K | +74.9% | $375,863 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 23 | Bank of New York Mellon Corp | 248.35K | +10.6% | $352,663 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Bnp Paribas Financial Markets | 227.34K | +1021.4% | $322,819 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 180.70K | -84.3% | $256,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Creative Planning | 177.57K | +71.7% | $252,145 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 154.53K | -87.0% | $219,428 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | IMC-Chicago, LLC | 124.55K | -3.8% | $176,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 119.57K | -62.4% | $169,788 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Barclays Plc | 103.79K | -55.1% | $147,384 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | LPL Financial LLC | 90.09K | +9.8% | $127,935 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 84.32K | 0.0% | $119,730 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Franklin Resources Inc | 79.44K | New | $112,809 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rhumbline Advisers | 68.69K | +1.8% | $97,537 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Simplex Trading, Llc | 53.13K | -38.9% | $75,444 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 52.29K | 0.0% | $75,000 | 0.0% | Held | 4 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 51.22K | -51.4% | $72,736 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 47.09K | +13.7% | $66,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 45.06K | +155.0% | $63,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 39.69K | -17.5% | $57,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Hsbc Holdings Plc | 40.60K | New | $56,836 | 0.0% | New | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 40.81K | +14.5% | $55,091 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 37.41K | +19.9% | $53,119 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Raymond James Financial Inc | 36.69K | +32.5% | $52,098 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Sei Investments Co | 28.51K | 0.0% | $40,486 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Manufacturers Life Insurance… | 28.32K | +0.8% | $40,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | New York State Common Retirement… | 26.20K | 0.0% | $37,204 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Mariner, LLC | 23.72K | -0.4% | $33,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | American Century Companies Inc | 17.17K | New | $24,386 | 0.0% | New | 1 | SEC ↗ |
| 50 | Cwm, Llc | 15.77K | +50.7% | $22,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 15.26K | New | $22,284 | 0.0% | New | 1 | SEC ↗ |
| 52 | ProShare Advisors LLC | 14.56K | -10.7% | $20,674 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Voya Investment Management Llc | 14.07K | 0.0% | $19,978 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Mercer Global Advisors Inc /Adv | 13.58K | New | $19,286 | 0.0% | New | 1 | SEC ↗ |
| 55 | Prudential Financial Inc | 12.44K | New | $17,665 | 0.0% | New | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 11.59K | -8.6% | $16,455 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Fidelity (FMR) ✦ | 9.29K | +61.1% | $13,186 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 58 | Legal & General Group Plc | 7.43K | 0.0% | $10,545 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Jones Financial Companies Lllp | 6.60K | -24.8% | $8,783 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | California State Teachers… | 5.50K | +0.2% | $7,816 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Citigroup Inc | 4.68K | +78.4% | $6,646 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Rockefeller Capital Management L.P. | 4.32K | New | $6,140 | 0.0% | New | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 111 | -5.1% | $158 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Us Bancorp \De\ | 87 | New | $124 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Lazard Asset Management Llc | $1.32M | 0.0% |
| Franklin Resources Inc | $112,809 | 0.0% |
| Hsbc Holdings Plc | $56,836 | 0.0% |
| American Century Companies Inc | $24,386 | 0.0% |
| Wealth Enhancement Advisory… | $22,284 | 0.0% |
| Mercer Global Advisors Inc… | $19,286 | 0.0% |
| Prudential Financial Inc | $17,665 | 0.0% |
| Rockefeller Capital… | $6,140 | 0.0% |
| Us Bancorp \De\ | $124 | 0.0% |
Exited
| Jane Street Group, Llc | $5.56M | was 0.0% |
| Squarepoint Ops LLC | $909,744 | was 0.0% |
| Point72 Asset Management | $439,399 | was 0.0% |
| D. E. Shaw & Co. | $110,112 | was 0.0% |
| Balyasny Asset Management L.P. | $102,219 | was 0.0% |
| Peak6 Llc | $69,528 | was 0.0% |
| Bank Of Montreal /Can/ | $37,674 | was 0.0% |
| Victory Capital Management Inc | $24,180 | was 0.0% |
| Northwestern Mutual Wealth… | $16,767 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 137 holders, 52.69M shares, $74.58M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Sep 01
Hsieh Anthony Li
Officer, Director, 10% owner · Executive Chair, CEO… · 60.21K sh @ 0.9172 · $55,223
Aug 31
Hsieh Anthony Li
Officer, Director, 10% owner · Executive Chair, CEO… · 145.37K sh @ 0.9449 · $137,355
Aug 27
Hsieh Anthony Li
Officer, Director, 10% owner · Executive Chair, CEO… · 38.61K sh @ 0.939 · $36,257
Aug 26
Hsieh Anthony Li
Officer, Director, 10% owner · Executive Chair, CEO… · 284.35K sh @ 0.8898 · $253,014
Aug 25
Hsieh Anthony Li
Officer, Director, 10% owner · Executive Chair, CEO… · 364.37K sh @ 0.9196 · $335,072
Aug 24
Hsieh Anthony Li
Officer, Director, 10% owner · Executive Chair, CEO… · 107.10K sh @ 0.8944 · $95,789
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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