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Equibles

Clearstead Advisors, LLC

Position in RKT — Rocket Companies, Inc.

CIK 842775 CLEVELAND, OH
Back to RKT Full portfolio

Position in RKT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,337,017
+$195,692 QoQ
Shares Held
84,890
+6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#306
of 791 holders
Holding Since
Sep 2020
24 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, 2026

Clearstead Advisors, LLC holds $1,366,219 across 7 Mortgage Finance names. RKT ranks #1 (97.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
This page 		84,890 $1,337,017
2 ONIT
Onity Group Inc.
 456 $18,126
3 BETR
Better Home & Finance Holding Co
 203 $5,582
4 WD
Walker & Dunlop, Inc.
 66 $3,610
5 UWMC
UWM Holdings Corp
 609 $1,394
6 PFSI
PennyMac Financial Services, Inc.
 5 $435
7 VEL
Velocity Financial, Inc.
 3 $55

All Filings in RKT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,337,017 84,890
2026-03-31 $1,141,325 80,093
2025-12-31 $1,550,348 80,080
2025-09-30 $1,552,027 80,084
2025-06-30 $1,135,250 80,060
2025-03-31 $968,617 80,250
2024-12-31 $903,615 80,250
2024-09-30 $1,539,997 80,250
2024-06-30 $1,099,425 80,250
2024-03-31 $1,167,637 80,250
2023-12-31 $2,013,530 139,056
2023-09-30 $2,045 250
2023-06-30 $2,240 250
2023-03-31 $2,274 251
2022-12-31 $1,757 251
2022-09-30 $1,586 251
2022-06-30 $1,111 151
2022-03-31 $1,679 151
2021-12-31 $37,842 2,703
2021-09-30 $43,356 2,703
2021-06-30 $53,309 2,755
2021-03-31 $63,612 2,755
2020-12-31 $55,665 2,753
2020-09-30 $54,867 2,753