Farther Finance Advisors, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in RKT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$451,489

-$18,903 QoQ

Shares Held

28,666

-13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#448

of 787 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $511,218 across 7 Mortgage Finance names. RKT ranks #1 (88.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	28,666	$451,489
2	WD	Walker & Dunlop, Inc.	748	$40,915
3	UWMC	UWM Holdings Corp	2,985	$6,835
4	PFSI	PennyMac Financial Services, Inc.	75	$6,532
5	LDI	loanDepot, Inc.	2,600	$3,250
6	ONIT	Onity Group Inc.	33	$1,311
7	VEL	Velocity Financial, Inc.	48	$886

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,489	28,666	-13.2%	Shares	Sole	2026-07-17
2026-03-31	$470,392	33,010	+20.2%	Shares	Sole	2026-04-07
2025-12-31	$531,548	27,456	+51.6%	Shares	Sole	2026-01-23
2025-09-30	$350,913	18,107	+9.5%	Shares	Sole	2025-10-14
2025-06-30	$234,579	16,543	+1617.9%	Shares	Sole	2025-07-11
2025-03-31	$11,623	963	+25.6%	Shares	Sole	2025-04-14
2024-12-31	$8,636	767	+2.4%	Shares	Sole	2025-02-10
2024-09-30	$14,373	749	-3.0%	Shares	Sole	2024-10-29
2024-06-30	$10,576	772	+4.7%	Shares	Sole	2024-07-31
2024-03-31	$10,723	737	+1891.9%	Shares	Sole	2024-05-14
2023-12-31	$535	37	-47.1%	Shares	Sole	2024-02-15
2023-09-30	$572	70	0.0%	Shares	Sole	2023-11-14
2023-06-30	$627	70	0.0%	Shares	Sole	2024-05-14
2023-03-31	$634	70	+133.3%	Shares	Sole	2024-05-14
2022-12-31	$210	30	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.