Position in RKT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$232,847
+$16,661 QoQ
Shares Held
14,784
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#538
of 791 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Derivatives in RKT
reported options exposure · as of Jun 30, 2026CallValue
$236,250
CallShares
15,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $283,234 across 2 Mortgage Finance names. RKT ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
14,784 | $232,847 | |
| 2 | LDI |
loanDepot, Inc.
|
40,310 | $50,387 |
All Filings in RKT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,847 | 14,784 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $236,250 | 15,000 | Call | Sole | 2026-07-27 | |
| 2026-03-31 | $216,186 | 15,171 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $284,243 | 14,682 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $193,600 | 10,000 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $239,730 | 12,370 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $35,450 | 2,500 | Call | Sole | 2025-07-25 | |
| 2025-06-30 | $151,314 | 10,671 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||