Ascentis Independent Advisors

Position in RKT — Rocket Companies, Inc.

CIK 1845003 DALLAS, TX

Position in RKT

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$10,174

New position

Shares Held

714

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Ascentis Independent Advisors holds $286,571 across 4 Mortgage Finance names. RKT ranks #2 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp	72,822	$263,614
2	RKT	Rocket Companies, Inc. This page	714	$10,174
3	FNMA	Federal National Mortgage Association Fannie Mae	1,320	$9,583
4	FMCC	Federal Home Loan Mortgage Corp	500	$3,200

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,174	714	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.