TRANSCEND CAPITAL ADVISORS, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1776082 MADISON, NJ

Position in RKT

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

Position Value

$224,223

-$34,891 QoQ

Shares Held

15,735

+17.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $334,165 across 3 Mortgage Finance names. RKT ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	15,735	$224,223
2	BLNE	Beeline Holdings, Inc.	29,000	$68,150
3	UWMC	UWM Holdings Corp	11,545	$41,792

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$224,223	15,735	+17.6%	Shares	Sole	2026-05-13
2025-12-31	$259,114	13,384	-12.4%	Shares	Sole	2026-01-23
2025-06-30	$216,670	15,280	+51.3%	Shares	Sole	2025-08-01
2022-09-30	$63,832	10,100	-12.2%	Shares	Sole	2022-10-17
2022-06-30	$84,640	11,500	-30.3%	Shares	Sole	2022-07-12
2021-09-30	$264,660	16,500	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.