Position in RKT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,467,567
+$179,496 QoQ
Shares Held
93,179
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#294
of 787 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Vident Advisory, LLC holds $1,525,469 across 2 Mortgage Finance names. RKT ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
93,179 | $1,467,567 | |
| 2 | UWMC |
UWM Holdings Corp
|
25,285 | $57,902 |
All Filings in RKT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,567 | 93,179 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,288,071 | 90,391 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,470,816 | 75,972 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $903,185 | 46,604 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $502,140 | 35,412 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $432,033 | 35,794 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $346,785 | 30,798 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $570,325 | 29,720 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $471,841 | 34,441 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $433,124 | 29,768 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $357,815 | 24,711 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $90,919 | 11,115 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||