Position in RKT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,971
-$11,635 QoQ
Shares Held
1,268
-42.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 202 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $21,346 across 2 Mortgage Finance names. RKT ranks #1 (93.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
1,268 | $19,971 | |
| 2 | BETRW |
Better Home & Finance Holding Co
|
50 | $1,375 |
All Filings in RKT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,971 | 1,268 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $31,606 | 2,218 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $32,137 | 1,660 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $38,953 | 2,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $141 | 10 | Shares | Sole | 2025-08-04 | |
| 2020-12-31 | $2,082 | 103 | Shares | Sole | 2021-01-08 | |
| No filing history on record for this holder in this stock. | ||||||