Cerity Partners LLC

Position in RKT — Rocket Companies, Inc.

CIK 1566475 NEW YORK, NY

Position in RKT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$986,390

-$81,503 QoQ

Shares Held

62,628

-16.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#342

of 787 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $3,136,347 across 5 Mortgage Finance names. RKT ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	18,340	$1,003,196
2	RKT	Rocket Companies, Inc. This page	62,628	$986,390
3	PFSI	PennyMac Financial Services, Inc.	5,599	$487,672
4	LDI	loanDepot, Inc.	302,803	$378,503
5	UWMC	UWM Holdings Corp	122,527	$280,586

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$986,390	62,628	-16.4%	Shares	Defined	2026-08-14
2026-03-31	$1,067,893	74,940	+90.6%	Shares	Other	2026-05-15
2025-12-31	$761,157	39,316	+12.1%	Shares	Sole	2026-02-11
2025-09-30	$679,656	35,070	+194.2%	Shares	Sole	2025-10-22
2024-12-31	$134,219	11,920	-61.8%	Shares	Other	2025-02-13
2024-09-30	$598,536	31,190	+85.1%	Shares	Sole	2024-11-12
2024-06-30	$230,845	16,850	+46.2%	Shares	Sole	2024-08-13
2024-03-31	$167,674	11,524	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.