Position in RKT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$520,296
-$1,774,038 QoQ
Shares Held
36,512
-69.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026NISA INVESTMENT ADVISORS, LLC holds $675,812 across 8 Mortgage Finance names. RKT ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
This page
|
36,512 | $520,296 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
1,038 | $46,066 | |
| 3 | UWMC |
UWM Holdings Corp
|
12,129 | $43,906 | |
| 4 | BETRW |
Better Home & Finance Holding Co
|
1,200 | $42,744 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
234 | $20,451 | |
| 6 | VEL |
Velocity Financial, Inc.
|
100 | $1,809 | |
| 7 | ONIT |
Onity Group Inc.
|
7 | $274 | |
| 8 | LDI |
loanDepot, Inc.
|
188 | $266 |
All Filings in RKT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $520,296 | 36,512 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,294,334 | 118,509 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,819,336 | 93,877 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $565,073 | 39,850 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $942,667 | 78,100 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $597,906 | 53,100 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,018,989 | 53,100 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $727,470 | 53,100 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $890,460 | 61,200 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $886,176 | 61,200 | Shares | Sole | 2024-01-25 | |
| 2022-03-31 | $305,911 | 27,510 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $80,200 | 5,000 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,805 | 300 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $270,153 | 11,700 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||