CAPTRUST FINANCIAL ADVISORS

Position in RKT — Rocket Companies, Inc.

CIK 1512024 RALEIGH, NC

Position in RKT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,117,714

+$775,059 QoQ

Shares Held

70,966

+195.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#329

of 790 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $2,795,747 across 3 Mortgage Finance names. RKT ranks #2 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	29,076	$1,590,457
2	RKT	Rocket Companies, Inc. This page	70,966	$1,117,714
3	UWMC	UWM Holdings Corp	38,243	$87,576

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,117,714	70,966	+195.1%	Shares	Sole	2026-08-13
2026-03-31	$342,655	24,046	-14.9%	Shares	Sole	2026-05-15
2025-12-31	$546,997	28,254	+91.5%	Shares	Sole	2026-02-17
2025-09-30	$285,951	14,755	+231.5%	Shares	Sole	2025-11-19
2022-06-30	$32,759	4,451	+178.2%	Shares	Sole	2022-08-23
2022-03-31	$17,792	1,600	-6.9%	Shares	Sole	2022-05-16
2021-12-31	$24,066	1,719	+157.7%	Shares	Sole	2022-02-14
2021-09-30	$10,698	667	-18.6%	Shares	Sole	2021-11-16
2021-06-30	$15,847	819	+41.7%	Shares	Sole	2021-08-16
2021-03-31	$13,346	578	-93.0%	Shares	Sole	2021-05-17
2020-12-31	$165,804	8,200	-26.8%	Shares	Sole	2021-02-16
2020-09-30	$223,216	11,200	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.