CWM, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1535847 OMAHA, NE

Position in RKT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$979,787

+$33,432 QoQ

Shares Held

68,757

+40.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $2,565,192 across 8 Mortgage Finance names. RKT ranks #1 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	68,757	$979,787
2	UWMC	UWM Holdings Corp	196,032	$709,635
3	WD	Walker & Dunlop, Inc.	10,348	$459,244
4	PFSI	PennyMac Financial Services, Inc.	2,991	$261,413
5	VEL	Velocity Financial, Inc.	3,574	$64,653
6	ONIT	Onity Group Inc.	1,035	$40,644
7	BETRW	Better Home & Finance Holding Co	770	$27,427
8	LDI	loanDepot, Inc.	15,767	$22,389

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$979,787	68,757	+40.7%	Shares	Sole	2026-05-14
2025-12-31	$946,355	48,882	+403.2%	Shares	Sole	2026-01-26
2025-09-30	$188,276	9,715	+49.3%	Shares	Sole	2025-10-15
2025-06-30	$92,269	6,507	-2.9%	Shares	Sole	2025-07-25
2025-03-31	$80,893	6,702	+22.8%	Shares	Sole	2025-05-01
2024-12-31	$61,468	5,459	-78.3%	Shares	Sole	2025-02-04
2024-09-30	$482,705	25,154	+73.6%	Shares	Sole	2024-10-08
2024-06-30	$198,458	14,486	+140.5%	Shares	Sole	2024-07-10
2024-03-31	$87,649	6,024	+64.8%	Shares	Sole	2024-04-05
2023-12-31	$52,938	3,656	-22.1%	Shares	Sole	2024-02-01
2023-09-30	$38,388	4,693	+5.6%	Shares	Sole	2023-10-11
2023-06-30	$39,836	4,446	-8.2%	Shares	Sole	2023-08-03
2023-03-31	$43,895	4,845	+9.4%	Shares	Sole	2023-05-01
2022-12-31	$30,996	4,428	-40.1%	Shares	Sole	2023-02-01
2022-09-30	$46,749	7,397	+134.6%	Shares	Sole	2022-10-27
2022-06-30	$23,206	3,153	+155.7%	Shares	Sole	2022-07-28
2022-03-31	$13,710	1,233	+93.3%	Shares	Sole	2022-04-21
2021-12-31	$8,932	638	+12.9%	Shares	Sole	2022-01-31
2021-06-30	$10,932	565	0.0%	Shares	Sole	2021-09-15
2021-03-31	$13,045	565	0.0%	Shares	Sole	2021-09-15
2020-12-31	$11,424	565	-37.6%	Shares	Sole	2021-09-15
2020-09-30	$18,056	906	+60.4%	Shares	Sole	2020-10-19
2020-06-30	$0	565	0.0%	Shares	Sole	2021-09-15
2020-03-31	$0	565	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.