Smartleaf Asset Management LLC

Position in RKT — Rocket Companies, Inc.

CIK 2010393 BOSTON, MA

Position in RKT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$192,732

+$18,355 QoQ

Shares Held

12,237

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#566

of 790 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $233,609 across 5 Mortgage Finance names. RKT ranks #1 (82.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	12,237	$192,732
2	PFSI	PennyMac Financial Services, Inc.	278	$24,213
3	WD	Walker & Dunlop, Inc.	279	$15,261
4	UWMC	UWM Holdings Corp	581	$1,330
5	VEL	Velocity Financial, Inc.	4	$73

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,732	12,237	0.0%	Shares	Sole	2026-08-12
2026-03-31	$174,377	12,237	-44.4%	Shares	Sole	2026-05-15
2025-12-31	$425,726	21,990	+443.2%	Shares	Sole	2026-02-13
2025-09-30	$78,450	4,048	+167.9%	Shares	Sole	2025-11-05
2025-06-30	$21,425	1,511	+15.8%	Shares	Sole	2025-08-14
2025-03-31	$15,751	1,305	-17.5%	Shares	Sole	2025-05-14
2024-12-31	$17,802	1,581	-18.2%	Shares	Sole	2025-02-05
2024-09-30	$37,094	1,933	-7.6%	Shares	Sole	2024-11-13
2024-06-30	$28,660	2,092	+27.9%	Shares	Sole	2024-10-08
2024-03-31	$23,803	1,636	-41.8%	Shares	Sole	2024-10-07
2023-12-31	$40,717	2,812	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.