Position in RKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$113,179
-$21,240 QoQ
Shares Held
7,186
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#607
of 791 holders
Holding Since
Mar 2023
4 quarters on record
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $119,711 across 2 Mortgage Finance names. RKT ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
7,186 | $113,179 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
75 | $6,532 |
All Filings in RKT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,179 | 7,186 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $134,419 | 6,936 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,360 | 237 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $8,670 | 957 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||