Advisors Asset Management, Inc.

Position in RKT — Rocket Companies, Inc.

CIK 1297376 Monument, CO

Position in RKT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,254,156

+$114,028 QoQ

Shares Held

79,629

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#313

of 787 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $2,603,939 across 2 Mortgage Finance names. RKT ranks #2 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UWMC	UWM Holdings Corp	589,425	$1,349,783
2	RKT	Rocket Companies, Inc. This page	79,629	$1,254,156

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,254,156	79,629	-0.5%	Shares	Sole	2026-08-14
2026-03-31	$1,140,128	80,009	-1.9%	Shares	Sole	2026-05-15
2025-12-31	$1,579,098	81,565	+58.8%	Shares	Sole	2026-02-12
2025-09-30	$995,569	51,371	+193.6%	Shares	Sole	2025-11-06
2023-09-30	$143,109	17,495	-13.9%	Shares	Sole	2023-11-14
2023-06-30	$182,112	20,325	-3.2%	Shares	Sole	2023-08-14
2023-03-31	$190,142	20,987	-16.2%	Shares	Sole	2023-05-12
2022-12-31	$175,301	25,043	-22.1%	Shares	Sole	2023-02-13
2022-09-30	$203,105	32,137	-67.8%	Shares	Sole	2022-11-08
2022-06-30	$734,248	99,762	+10.9%	Shares	Sole	2022-08-08
2022-03-31	$1,000,255	89,951	+11.7%	Shares	Sole	2022-05-17
2021-12-31	$1,127,084	80,506	+9.1%	Shares	Sole	2022-02-15
2021-09-30	$1,183,222	73,767	+40.9%	Shares	Sole	2021-11-12
2021-06-30	$1,013,049	52,354	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.