Position in RKT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$109,635
-$30,086 QoQ
Shares Held
6,961
-29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 202 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $166,092 across 8 Mortgage Finance names. RKT ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
6,961 | $109,635 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
489 | $26,748 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
164 | $14,284 | |
| 4 | LDI |
loanDepot, Inc.
|
5,037 | $6,296 | |
| 5 | ONIT |
Onity Group Inc.
|
110 | $4,372 | |
| 6 | UWMC |
UWM Holdings Corp
|
1,191 | $2,727 | |
| 7 | VEL |
Velocity Financial, Inc.
|
107 | $1,975 | |
| 8 | BETRW |
Better Home & Finance Holding Co
|
2 | $55 |
All Filings in RKT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,635 | 6,961 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $139,721 | 9,805 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $167,251 | 8,639 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $153,102 | 7,900 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $86,498 | 6,100 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $153 | 8 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,096 | 226 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,346 | 230 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,272 | 226 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,840 | 225 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $10,976 | 1,225 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,098 | 1,225 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $12,138 | 1,734 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,311 | 1,948 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $13,299 | 1,807 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $20,093 | 1,807 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $17,150 | 1,225 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $19,649 | 1,225 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $23,703 | 1,225 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $24,775 | 1,073 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $60,376 | 2,986 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $136,161 | 6,832 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||