Position in RKT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,441,378
-$2,435,551 QoQ
Shares Held
522,202
+2.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Derivatives in RKT
reported options exposure · as of Dec 31, 2020CallValue
$8,088
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Creative Planning holds $11,588,047 across 7 Mortgage Finance names. RKT ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
522,202 | $7,441,378 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
14,631 | $1,278,749 | |
| 3 | VEL |
Velocity Financial, Inc.
|
53,898 | $975,014 | |
| 4 | UWMC |
UWM Holdings Corp
|
220,151 | $796,946 | |
| 5 | WD |
Walker & Dunlop, Inc.
|
16,992 | $754,104 | |
| 6 | LDI |
loanDepot, Inc.
|
177,567 | $252,145 | |
| 7 | BLNE |
Beeline Holdings, Inc.
|
38,175 | $89,711 |
All Filings in RKT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,441,378 | 522,202 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,876,929 | 510,172 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $816,033 | 42,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $258,288 | 18,215 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $187,519 | 15,536 | Shares | Sole | 2025-05-15 | |
| 2023-03-31 | $553,203 | 61,060 | Shares | Sole | 2023-05-15 | |
| 2021-06-30 | $214,668 | 11,094 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $299,662 | 12,978 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,088 | 400 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $306,434 | 15,155 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $328,406 | 16,478 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $4,005,930 | 201,000 | Call | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||