NewEdge Advisors, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in RKT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$814,653

+$181,469 QoQ

Shares Held

51,724

+16.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#364

of 790 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $1,022,328 across 3 Mortgage Finance names. RKT ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	51,724	$814,653
2	BLNE	Beeline Holdings, Inc.	169,700	$207,034
3	UWMC	UWM Holdings Corp	280	$641

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$814,653	51,724	+16.4%	Shares	Sole	2026-08-12
2026-03-31	$633,184	44,434	+96.0%	Shares	Sole	2026-06-03
2025-12-31	$438,871	22,669	-75.3%	Shares	Sole	2026-02-18
2025-09-30	$1,778,231	91,756	+61070.7%	Shares	Sole	2025-11-17
2025-06-30	$2,127	150	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,810	150	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,689	150	0.0%	Shares	Sole	2025-02-13
2024-09-30	$2,878	150	-72.1%	Shares	Sole	2024-11-14
2022-12-31	$3,759	537	-97.6%	Shares	Sole	2023-02-14
2020-12-31	$457,174	22,610	+3.2%	Shares	Sole	2021-01-27
2020-09-30	$436,666	21,910	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.