Position in RKT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$329,374
+$185,549 QoQ
Shares Held
23,114
+211.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026Tower Research Capital LLC (TRC) holds $882,083 across 9 Mortgage Finance names. RKT ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
23,114 | $329,374 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
3,209 | $280,465 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
2,848 | $126,394 | |
| 4 | ONIT |
Onity Group Inc.
|
1,085 | $42,607 | |
| 5 | BETRW |
Better Home & Finance Holding Co
|
993 | $35,370 | |
| 6 | UWMC |
UWM Holdings Corp
|
6,928 | $25,078 | |
| 7 | VEL |
Velocity Financial, Inc.
|
1,175 | $21,255 | |
| 8 | LDI |
loanDepot, Inc.
|
12,406 | $17,616 |
All Filings in RKT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $329,374 | 23,114 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $143,825 | 7,429 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,430,329 | 125,404 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $119,706 | 8,442 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $122,558 | 10,154 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $229,523 | 20,384 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $69,678 | 3,631 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,316 | 899 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $103,871 | 7,139 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $214,984 | 14,847 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $190,405 | 23,277 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $107,770 | 12,028 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $15,962 | 1,762 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $49,000 | 7,000 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $492,927 | 77,995 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $50,452 | 6,855 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $422,436 | 37,989 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $401,688 | 28,692 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $46,275 | 2,885 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $31,114 | 1,608 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,612,379 | 113,139 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $85,004 | 4,204 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $389,930 | 19,565 | Shares | Other | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||