Excelsior Advisor Network LLC

Position in RKT — Rocket Companies, Inc.

CIK 2110679 SCOTTSDALE, AZ

Position in RKT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$991,478

+$848,978 QoQ

Shares Held

62,951

+529.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#340

of 787 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Financial Services · as of Jun 30, 2026

Excelsior Advisor Network LLC holds $1,064,557 across 3 Mortgage Finance names. RKT ranks #1 (93.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	62,951	$991,478
2	LDI	loanDepot, Inc.	30,800	$38,500
3	UWMC	UWM Holdings Corp	15,100	$34,579

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$991,478	62,951	+529.5%	Shares	Sole	2026-08-14
2026-03-31	$142,500	10,000	0.0%	Shares	Sole	2026-05-15
2025-12-31	$193,600	10,000	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.