Position in RKT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$216,213,271
+$965,145 QoQ
Shares Held
13,727,827
-9.1% QoQ
Ownership
0.485%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 787 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $269,889,367 across 10 Mortgage Finance names. RKT ranks #1 (80.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
13,727,827 | $216,213,271 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
608,086 | $33,262,302 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
203,262 | $17,704,118 | |
| 4 | ONIT |
Onity Group Inc.
|
42,648 | $1,695,256 | |
| 5 | VEL |
Velocity Financial, Inc.
|
43,772 | $808,031 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
3,351 | $92,152 | |
| 7 | LDI |
loanDepot, Inc.
|
47,273 | $59,091 | |
| 8 | UWMC |
UWM Holdings Corp
|
19,437 | $44,507 |
All Filings in RKT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,213,271 | 13,727,827 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $215,248,126 | 15,105,132 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $167,067,098 | 8,629,499 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $159,105,630 | 8,209,785 | Shares | Defined | 2025-11-07 | |
| 2025-07-31 | $125,176,458 | 8,475,048 | Shares | Sole | 2025-08-05 | |
| 2025-06-30 | $121,495,669 | 8,568,101 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $130,110,071 | 10,779,625 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $91,903,882 | 8,161,979 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $153,270,547 | 7,987,001 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $111,782,229 | 8,159,287 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $122,231,069 | 8,400,761 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $101,652,044 | 7,020,169 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $4,675,693 | 571,601 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,157,469 | 129,182 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,016,902 | 112,241 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $727,196 | 104,080 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $922,270 | 145,929 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $728,683 | 99,006 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $1,025,085 | 92,184 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,191,904 | 85,136 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $516,311 | 32,189 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $859,817 | 44,435 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,030,413 | 44,626 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,826,270 | 387,056 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $106,683,115 | 5,352,891 | Shares | Other | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||