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Equibles

Creative Planning

Position in RKT — Rocket Companies, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to RKT Full portfolio

Position in RKT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,600,712
+$1,159,334 QoQ
Shares Held
546,077
+4.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#135
of 791 holders
Holding Since
Sep 2020
11 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, 2020
CallValue
$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 Jun 30, 2026

Creative Planning holds $13,312,058 across 7 Mortgage Finance names. RKT ranks #1 (64.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
This page 		546,077 $8,600,712
2 WD
Walker & Dunlop, Inc.
 31,220 $1,707,733
3 UWMC
UWM Holdings Corp
 476,961 $1,092,240
4 VEL
Velocity Financial, Inc.
 54,853 $1,012,586
5 PFSI
PennyMac Financial Services, Inc.
 9,616 $837,553
6 BLNE
Beeline Holdings, Inc.
 38,175 $46,573
7 LDI
loanDepot, Inc.
 11,729 $14,661

All Filings in RKT

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,600,712 546,077
2026-03-31 $7,441,378 522,202
2025-12-31 $9,876,929 510,172
2025-09-30 $816,033 42,107
2025-06-30 $258,288 18,215
2025-03-31 $187,519 15,536
2023-03-31 $553,203 61,060
2021-06-30 $214,668 11,094
2021-03-31 $299,662 12,978
2020-12-31 $8,088 400
2020-12-31 $306,434 15,155
2020-09-30 $328,406 16,478
2020-09-30 $681,000 201,000