Position in RKT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,170,908
+$1,163,693 QoQ
Shares Held
82,169
+21753.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026SIMPLEX TRADING, LLC holds $2,894,383 across 6 Mortgage Finance names. RKT ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
82,169 | $1,170,908 | |
| 2 | ONIT |
Onity Group Inc.
|
15,075 | $591,995 | |
| 3 | UWMC |
UWM Holdings Corp
|
138,546 | $501,536 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
5,535 | $483,759 | |
| 5 | LDI |
loanDepot, Inc.
|
53,130 | $75,444 | |
| 6 | BETRW |
Better Home & Finance Holding Co
|
1,986 | $70,741 |
All Filings in RKT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,170,908 | 82,169 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $7,215 | 376 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,799,618 | 131,359 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,245,625 | 85,610 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $466,256 | 32,200 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $35,840 | 4,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $36,240 | 4,000 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $28,000 | 4,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $25,280 | 4,000 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $29,440 | 4,000 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $951,582 | 85,574 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,763,668 | 340,262 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $10,131,601 | 631,646 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,735,504 | 606,486 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,477,899 | 280,550 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,495,693 | 73,971 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $47,832 | 2,400 | Shares | Sole | 2020-10-14 | |
| No filing history on record for this holder in this stock. | ||||||