IEQ CAPITAL, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1779789 Foster City, CA

Position in RKT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,389,439

+$294,436 QoQ

Shares Held

167,680

+55.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $4,718,014 across 4 Mortgage Finance names. RKT ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	167,680	$2,389,439
2	UWMC	UWM Holdings Corp	333,368	$1,206,791
3	WD	Walker & Dunlop, Inc.	23,650	$1,049,587
4	LDI	loanDepot, Inc.	50,843	$72,197

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,389,439	167,680	+55.0%	Shares	Other	2026-05-15
2025-12-31	$2,095,003	108,213	-15.9%	Shares	Sole	2026-02-13
2025-09-30	$2,493,953	128,687	+28.7%	Shares	Other	2025-11-14
2025-06-30	$1,418,127	100,009	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,207,108	100,009	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,126,101	100,009	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$1,921,571	100,134	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,370,000	100,000	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$1,459,656	100,320	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$1,448,970	100,067	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$818,000	100,000	0.0%	Shares	Sole	2023-11-06
2023-06-30	$896,000	100,000	0.0%	Shares	Sole	2023-08-08
2023-03-31	$906,000	100,000	0.0%	Shares	Sole	2023-05-02
2022-12-31	$700,000	100,000	+687.4%	Shares	Sole	2023-02-06
2020-12-31	$256,794	12,700	+18.7%	Shares	Sole	2021-02-03
2020-09-30	$213,251	10,700	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.