Cetera Investment Advisers

Position in RKT — Rocket Companies, Inc.

CIK 1666741 SCHAUMBURG, IL

Back to RKT Full portfolio

Position in RKT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$4,892,609

-$1,967,355 QoQ

Shares Held

343,341

-3.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in RKT Over Time

Shares Held

Position Value (USD)

Derivatives in RKT

reported options exposure · as of Mar 31, 2026

CallValue

$14,250

CallShares

1,000

PutValue

PutShares

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, 2026

Cetera Investment Advisers holds $6,429,270 across 4 Mortgage Finance names. RKT ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	343,341	$4,892,609
2	LDI	loanDepot, Inc.	625,898	$888,775
3	UWMC	UWM Holdings Corp	159,891	$578,805
4	GHI	Greystone Housing Impact Investors LP	14,041	$69,081

All Filings in RKT

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,892,609	343,341	+34234.1%	Shares	Sole	2026-05-13
2026-03-31	$14,250	1,000	-99.7%	Call	Sole	2026-05-13
2025-12-31	$6,859,964	354,337	+44192.1%	Shares	Sole	2026-02-17
2025-12-31	$15,488	800	-99.7%	Call	Sole	2026-02-17
2025-09-30	$5,234,867	270,117	+490.6%	Shares	Sole	2025-11-14
2025-06-30	$648,522	45,735	+31.5%	Shares	Sole	2025-08-08
2025-03-31	$419,782	34,779	+5.3%	Shares	Sole	2025-05-06
2024-12-31	$371,974	33,035	+2.9%	Shares	Sole	2025-02-14
2024-09-30	$615,979	32,099	+13.7%	Shares	Sole	2024-11-13
2024-06-30	$386,874	28,239	+9.3%	Shares	Sole	2024-08-22
2024-03-31	$375,986	25,841	+135.0%	Shares	Sole	2024-05-24
2023-12-31	$159,251	10,998	-26.2%	Shares	Sole	2024-02-13
2023-09-30	$121,963	14,910	-2.6%	Shares	Sole	2023-11-14
2023-06-30	$137,177	15,310	+11.1%	Shares	Sole	2023-08-10
2023-03-31	$124,819	13,777	-9.8%	Shares	Sole	2023-05-15
2022-12-31	$106,883	15,269	-17.3%	Shares	Sole	2023-02-14
2022-06-30	$135,953	18,472	-12.1%	Shares	Sole	2022-08-11
2022-03-31	$233,697	21,016	-0.6%	Shares	Sole	2022-05-13
2021-12-31	$296,058	21,147	+12.1%	Shares	Sole	2022-02-14
2021-09-30	$302,530	18,861	-15.9%	Shares	Sole	2021-11-16
2021-06-30	$433,962	22,427	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$530,792	22,988	+7.1%	Shares	Sole	2021-05-17
2020-12-31	$433,961	21,462	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.