Position in RKT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,560,470
+$3,656,741 QoQ
Shares Held
3,527,649
-3.1% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 787 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $62,733,461 across 8 Mortgage Finance names. RKT ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
3,527,649 | $55,560,470 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
78,931 | $4,317,524 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
25,837 | $2,250,402 | |
| 4 | UWMC |
UWM Holdings Corp
|
172,038 | $393,965 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
5,221 | $143,577 | |
| 6 | ONIT |
Onity Group Inc.
|
727 | $28,898 | |
| 7 | VEL |
Velocity Financial, Inc.
|
1,305 | $24,090 | |
| 8 | LDI |
loanDepot, Inc.
|
11,628 | $14,535 |
All Filings in RKT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,560,470 | 3,527,649 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $51,903,729 | 3,642,367 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $66,547,385 | 3,437,365 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $11,128,014 | 574,201 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,385,882 | 661,910 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,210,424 | 597,384 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,483,980 | 575,842 | Shares | Defined | 2025-02-13 | |
| 2023-09-30 | $4,441,796 | 543,007 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,899,391 | 435,200 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,698,907 | 408,268 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,626,022 | 375,146 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,227,066 | 352,384 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,439,957 | 331,516 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $1,899,173 | 170,789 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,415,778 | 101,127 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,509,234 | 94,092 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,181,799 | 61,075 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $913,301 | 39,554 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $550,568 | 27,229 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $566,290 | 28,414 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||