Position in RKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$191,110
+$18,158 QoQ
Shares Held
12,134
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#571
of 791 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $208,917 across 2 Mortgage Finance names. RKT ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
12,134 | $191,110 | |
| 2 | LDI |
loanDepot, Inc.
|
14,246 | $17,807 |
All Filings in RKT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,110 | 12,134 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $172,952 | 12,137 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $256,752 | 13,262 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||