MERCER GLOBAL ADVISORS INC /ADV

Position in RKT — Rocket Companies, Inc.

CIK 853758 DENVER, CO

Position in RKT

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$5,731,629

+$894,809 QoQ

Shares Held

363,913

+7.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#159

of 787 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $8,488,203 across 5 Mortgage Finance names. RKT ranks #1 (67.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	363,913	$5,731,629
2	PFSI	PennyMac Financial Services, Inc.	14,629	$1,274,185
3	WD	Walker & Dunlop, Inc.	22,710	$1,242,237
4	UWMC	UWM Holdings Corp	98,310	$225,129
5	LDI	loanDepot, Inc.	12,019	$15,023

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,731,629	363,913	+7.2%	Shares	Sole	2026-08-19
2026-03-31	$4,836,820	339,426	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$6,550,243	338,339	+53.0%	Shares	Sole	2026-02-18
2025-09-30	$4,284,375	221,072	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$3,150,299	222,165	+151.1%	Shares	Sole	2025-08-14
2025-03-31	$1,067,929	88,478	-57.6%	Shares	Sole	2025-05-15
2024-12-31	$2,349,612	208,669	-13.3%	Shares	Sole	2025-02-14
2024-09-30	$4,619,570	240,728	+6.5%	Shares	Sole	2024-11-14
2024-06-30	$3,096,857	226,048	-0.1%	Shares	Sole	2024-08-12
2024-03-31	$3,291,399	226,213	-52.2%	Shares	Sole	2024-05-15
2023-12-31	$6,859,349	473,712	-17.9%	Shares	Sole	2024-02-15
2023-09-30	$4,720,915	577,129	-26.7%	Shares	Sole	2023-11-15
2023-06-30	$7,054,575	787,341	+12.1%	Shares	Sole	2023-08-14
2023-03-31	$6,365,719	702,618	-3.8%	Shares	Sole	2023-05-16
2022-12-31	$5,114,641	730,663	+87.3%	Shares	Sole	2023-02-09
2022-09-30	$2,464,907	390,017	+60.9%	Shares	Sole	2022-11-15
2022-06-30	$1,783,585	242,335	+8.0%	Shares	Sole	2022-08-10
2022-03-31	$2,494,460	224,322	+103.7%	Shares	Sole	2022-05-10
2021-12-31	$1,541,666	110,119	+306.0%	Shares	Sole	2022-02-04
2021-09-30	$435,085	27,125	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.