ENVESTNET ASSET MANAGEMENT INC

Position in RKT — Rocket Companies, Inc.

CIK 1407543 Berwyn, PA

Position in RKT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$38,851,202

+$6,693,512 QoQ

Shares Held

2,466,743

+9.3% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#61

of 790 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $41,797,835 across 3 Mortgage Finance names. RKT ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	2,466,743	$38,851,202
2	WD	Walker & Dunlop, Inc.	53,079	$2,903,421
3	LDI	loanDepot, Inc.	34,570	$43,212

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,851,202	2,466,743	+9.3%	Shares	Sole	2026-08-03
2026-03-31	$32,157,690	2,256,680	+18.5%	Shares	Sole	2026-05-04
2025-12-31	$36,857,858	1,903,815	+814.7%	Shares	Sole	2026-02-10
2025-09-30	$4,033,540	208,129	+53.6%	Shares	Sole	2025-11-05
2025-06-30	$1,921,872	135,534	+354.1%	Shares	Sole	2025-08-01
2025-03-31	$360,229	29,845	+33.2%	Shares	Sole	2025-04-29
2024-12-31	$252,370	22,413	+34.2%	Shares	Sole	2025-02-13
2024-09-30	$320,530	16,703	-1.6%	Shares	Sole	2024-11-07
2024-06-30	$232,557	16,975	-58.0%	Shares	Sole	2024-08-08
2024-03-31	$587,587	40,384	+10.5%	Shares	Sole	2024-05-13
2023-12-31	$529,258	36,551	+130.3%	Shares	Sole	2024-02-13
2023-09-30	$129,808	15,869	-98.3%	Shares	Sole	2023-11-13
2023-06-30	$8,606,312	960,526	-45.4%	Shares	Sole	2023-08-04
2023-03-31	$15,949,876	1,760,472	+85.4%	Shares	Sole	2023-05-11
2022-12-31	$6,645,709	949,387	+75.2%	Shares	Sole	2023-02-07
2022-09-30	$3,424,087	541,786	+56.9%	Shares	Sole	2022-11-10
2022-06-30	$2,542,011	345,382	+17.0%	Shares	Sole	2022-08-03
2022-03-31	$3,282,023	295,146	+36.0%	Shares	Sole	2022-05-04
2021-12-31	$3,037,706	216,979	+163.6%	Shares	Sole	2022-02-04
2021-09-30	$1,320,140	82,303	+43.8%	Shares	Sole	2021-10-07
2021-06-30	$1,107,555	57,238	+56.5%	Shares	Sole	2021-08-04
2021-03-31	$844,678	36,582	+22.3%	Shares	Sole	2021-05-04
2020-12-31	$604,861	29,914	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.