Cambridge Investment Research Advisors, Inc.

Position in RKT — Rocket Companies, Inc.

CIK 1419186 FAIRFIELD, IA

Position in RKT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$862,359

-$13,531 QoQ

Shares Held

54,753

-10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#356

of 790 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $2,894,773 across 4 Mortgage Finance names. RKT ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp	826,134	$1,891,846
2	RKT	Rocket Companies, Inc. This page	54,753	$862,359
3	GHI	Greystone Housing Impact Investors LP	21,644	$125,535
4	LDI	loanDepot, Inc.	12,027	$15,033

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$862,359	54,753	-10.9%	Shares	Sole	2026-07-30
2026-03-31	$875,890	61,466	-15.3%	Shares	Sole	2026-04-30
2025-12-31	$1,404,568	72,550	+4.8%	Shares	Sole	2026-02-05
2025-09-30	$1,341,871	69,240	+167.5%	Shares	Sole	2025-11-12
2025-06-30	$367,006	25,882	+0.3%	Shares	Sole	2025-07-31
2025-03-31	$311,538	25,811	-7.8%	Shares	Sole	2025-04-22
2024-12-31	$315,234	27,996	+9.8%	Shares	Sole	2025-02-14
2024-09-30	$489,133	25,489	-31.2%	Shares	Sole	2024-10-28
2024-06-30	$507,735	37,061	-2.0%	Shares	Sole	2024-07-26
2024-03-31	$550,106	37,808	-6.9%	Shares	Sole	2024-04-24
2023-12-31	$588,148	40,618	-25.2%	Shares	Sole	2024-02-09
2023-09-30	$443,969	54,275	-9.8%	Shares	Sole	2023-10-24
2023-06-30	$539,185	60,177	-5.1%	Shares	Sole	2023-07-13
2023-03-31	$574,268	63,385	+3.9%	Shares	Sole	2023-05-11
2022-12-31	$427,175	61,025	-4.0%	Shares	Sole	2023-02-08
2022-09-30	$401,642	63,551	+1.6%	Shares	Sole	2022-10-17
2022-06-30	$460,353	62,548	-6.5%	Shares	Sole	2022-07-13
2022-03-31	$744,039	66,910	-3.6%	Shares	Sole	2022-05-12
2021-12-31	$971,936	69,424	-3.6%	Shares	Sole	2022-02-03
2021-09-30	$1,155,553	72,042	+4.6%	Shares	Sole	2021-11-02
2021-06-30	$1,332,595	68,868	+74.6%	Shares	Sole	2021-08-10
2021-03-31	$910,738	39,443	-57.6%	Shares	Sole	2021-05-07
2020-12-31	$1,880,844	93,019	+80.0%	Shares	Sole	2021-02-04
2020-09-30	$1,030,121	51,687	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.