SEI INVESTMENTS CO

Position in RKT — Rocket Companies, Inc.

CIK 350894 OAKS, PA

Position in RKT

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

Position Value

$23,737,423

-$10,622,532 QoQ

Shares Held

1,507,138

-37.5% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#85

of 787 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEI INVESTMENTS CO holds $27,390,879 across 5 Mortgage Finance names. RKT ranks #1 (86.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	1,507,138	$23,737,423
2	WD	Walker & Dunlop, Inc.	38,749	$2,119,569
3	PFSI	PennyMac Financial Services, Inc.	12,969	$1,129,599
4	UWMC	UWM Holdings Corp	160,983	$368,650
5	LDI	loanDepot, Inc.	28,511	$35,638

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,737,423	1,507,138	-37.5%	Shares	Defined	2026-08-14
2026-03-31	$34,359,955	2,411,225	+196.1%	Shares	Defined	2026-05-13
2025-12-31	$15,763,026	814,206	+117.2%	Shares	Defined	2026-02-13
2025-09-30	$7,265,910	374,918	+144.6%	Shares	Defined	2025-11-13
2025-06-30	$2,173,906	153,308	+592.2%	Shares	Defined	2025-08-14
2025-03-31	$267,338	22,149	-4.3%	Shares	Sole	2025-05-14
2024-12-31	$260,488	23,134	-72.6%	Shares	Sole	2025-02-11
2024-09-30	$1,618,790	84,356	+60.0%	Shares	Sole	2024-11-12
2024-06-30	$722,126	52,710	+0.9%	Shares	Sole	2024-08-13
2024-03-31	$759,713	52,214	-16.7%	Shares	Sole	2024-05-07
2023-12-31	$907,721	62,688	-32.2%	Shares	Sole	2024-02-14
2023-09-30	$756,706	92,507	-6.3%	Shares	Sole	2023-11-14
2023-06-30	$884,414	98,707	+4.6%	Shares	Sole	2023-08-11
2023-03-31	$854,629	94,330	+31.5%	Shares	Sole	2023-05-12
2022-12-31	$502,138	71,734	-24.9%	Shares	Sole	2023-02-10
2022-09-30	$603,591	95,505	+6.4%	Shares	Sole	2022-11-14
2022-06-30	$660,691	89,768	+3.8%	Shares	Sole	2022-08-15
2022-03-31	$961,512	86,467	-21.1%	Shares	Sole	2022-05-13
2021-12-31	$1,535,030	109,645	+90.8%	Shares	Sole	2022-02-14
2021-09-30	$921,866	57,473	+36.1%	Shares	Sole	2021-11-12
2021-06-30	$816,918	42,218	-40.1%	Shares	Sole	2021-08-06
2021-03-31	$1,628,630	70,534	0.0%	Shares	Sole	2021-05-12
2020-12-31	$1,426,197	70,534	-7.1%	Shares	Sole	2021-02-08
2020-09-30	$1,513,225	75,927	—	Shares	Sole	2020-12-04
No filing history on record for this holder in this stock.