Position in RKT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,945,394
-$1,123,280 QoQ
Shares Held
136,519
-13.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 8.35561350434738.ToString("F0")%
Shared 0.ToString("F0")%
None 91.64438649565263.ToString("F0")%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $2,728,577 across 10 Mortgage Finance names. RKT ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
136,519 | $1,945,394 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
3,255 | $284,486 | |
| 3 | UWMC |
UWM Holdings Corp
|
77,125 | $279,191 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
1,549 | $68,744 | |
| 5 | LDI |
loanDepot, Inc.
|
45,061 | $63,986 | |
| 6 | GHI |
Greystone Housing Impact Investors LP
|
9,733 | $47,886 | |
| 7 | ONIT |
Onity Group Inc.
|
665 | $26,114 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
347 | $12,359 |
All Filings in RKT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,945,394 | 136,519 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,068,674 | 158,506 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,585,270 | 133,399 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $423,427 | 29,861 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $246,057 | 20,386 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $205,032 | 18,209 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $632,097 | 32,939 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $442,002 | 32,263 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $472,714 | 32,489 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,002,332 | 69,222 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $949,286 | 116,050 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $909,015 | 101,453 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $956,797 | 105,607 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $719,481 | 102,783 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $611,848 | 96,812 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $722,006 | 98,099 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,038,238 | 93,367 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,527,512 | 109,108 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,765,438 | 110,065 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,071,318 | 107,045 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $2,351,989 | 101,862 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,241,484 | 110,855 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,033,695 | 102,042 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||