Clearstead Advisors, LLC

Position in RKT — Rocket Companies, Inc.

CIK 842775 CLEVELAND, OH

Position in RKT

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,141,325

-$409,023 QoQ

Shares Held

80,093

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Clearstead Advisors, LLC holds $1,166,383 across 3 Mortgage Finance names. RKT ranks #1 (97.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	80,093	$1,141,325
2	ONIT	Onity Group Inc.	454	$17,828
3	BETR	Better Home & Finance Holding Co	203	$7,230

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,141,325	80,093	+0.0%	Shares	Sole	2026-05-06
2025-12-31	$1,550,348	80,080	-0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,552,027	80,084	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,135,250	80,060	-0.2%	Shares	Sole	2025-08-08
2025-03-31	$968,617	80,250	0.0%	Shares	Sole	2025-05-13
2024-12-31	$903,615	80,250	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,539,997	80,250	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,099,425	80,250	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,167,637	80,250	-42.3%	Shares	Sole	2024-05-14
2023-12-31	$2,013,530	139,056	+55522.4%	Shares	Sole	2024-02-12
2023-09-30	$2,045	250	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,240	250	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$2,274	251	0.0%	Shares	Sole	2023-05-09
2022-12-31	$1,757	251	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,586	251	+66.2%	Shares	Sole	2022-11-15
2022-06-30	$1,111	151	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,679	151	-94.4%	Shares	Sole	2022-05-04
2021-12-31	$37,842	2,703	0.0%	Shares	Sole	2022-02-14
2021-09-30	$43,356	2,703	-1.9%	Shares	Sole	2021-11-12
2021-06-30	$53,309	2,755	0.0%	Shares	Sole	2021-08-12
2021-03-31	$63,612	2,755	+0.1%	Shares	Sole	2021-05-14
2020-12-31	$55,665	2,753	0.0%	Shares	Sole	2021-02-11
2020-09-30	$54,867	2,753	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.