LPL Financial LLC

Position in RKT — Rocket Companies, Inc.

CIK 1403438 FORT MILL, SC

Position in RKT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$33,511,731

+$2,883,750 QoQ

Shares Held

2,127,729

-1.0% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#68

of 787 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $34,159,184 across 5 Mortgage Finance names. RKT ranks #1 (98.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	2,127,729	$33,511,731
2	UWMC	UWM Holdings Corp	139,456	$319,354
3	BLNE	Beeline Holdings, Inc.	114,383	$139,547
4	LDI	loanDepot, Inc.	92,610	$115,762
5	GHI	Greystone Housing Impact Investors LP	12,550	$72,790

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,511,731	2,127,729	-1.0%	Shares	Sole	2026-08-07
2026-03-31	$30,627,981	2,149,332	+19.4%	Shares	Sole	2026-05-06
2025-12-31	$34,843,721	1,799,779	+24.4%	Shares	Sole	2026-02-11
2025-09-30	$28,039,701	1,446,837	+20.0%	Shares	Sole	2025-11-12
2025-06-30	$17,099,307	1,205,875	+18.0%	Shares	Sole	2025-08-12
2025-03-31	$12,339,836	1,022,356	+12.5%	Shares	Sole	2025-05-07
2024-12-31	$10,229,405	908,473	+33.5%	Shares	Sole	2025-02-11
2024-09-30	$13,062,038	680,669	+3.5%	Shares	Sole	2024-11-08
2024-06-30	$9,005,503	657,336	+2.6%	Shares	Sole	2024-08-07
2024-03-31	$9,318,198	640,426	+74.0%	Shares	Sole	2024-05-10
2023-12-31	$5,330,015	368,095	+21.3%	Shares	Sole	2024-02-14
2023-09-30	$2,482,163	303,443	+24.9%	Shares	Sole	2023-11-13
2023-06-30	$2,176,204	242,880	+45.4%	Shares	Sole	2023-07-31
2023-03-31	$1,512,965	166,994	+41.6%	Shares	Sole	2023-05-10
2022-12-31	$825,265	117,895	+68.0%	Shares	Sole	2023-02-07
2022-09-30	$443,575	70,186	+28.2%	Shares	Sole	2022-11-14
2022-06-30	$402,982	54,753	-18.2%	Shares	Sole	2022-08-12
2022-03-31	$743,928	66,900	+16.3%	Shares	Sole	2022-05-16
2021-12-31	$805,042	57,503	-7.9%	Shares	Sole	2022-02-14
2021-09-30	$1,001,714	62,451	+10.2%	Shares	Sole	2021-11-15
2021-06-30	$1,096,583	56,671	-0.4%	Shares	Sole	2021-08-13
2021-03-31	$1,313,428	56,883	-41.3%	Shares	Sole	2021-05-14
2020-12-31	$1,959,580	96,913	+72.9%	Shares	Sole	2021-02-12
2020-09-30	$1,116,956	56,044	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.