RKT · Rocket Companies, Inc. · Shareholders & Ownership

$11.82 +0.71 (+6.35%)

Russell 1000 member Rebalance outlook locked

Market Cap

$31.46B

2.83B

Volume · Oct 22 35.77M Avg daily vol (3M) 31.95M

Every disclosed holder of RKT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns RKT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	793	957,007,647	33.80%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	3	1,648,939,695	58.23%	Yes
Remaining	—	225,695,079	7.97%	Rest
Registered funds (N-PORT, not summed)	424	371,723,594	13.13%	No

Shares outstanding: 2,831,642,421, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of RKT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Daniel Gilbert 13D CIK 1569007 · Unknown · Oct 10, 2025	1,608,089,722	56.79%	0	Oct 10, 2025
1.1	Gilbert Daniel B Insider CIK 1569007 · Oct 1, 2025 Director, 10% Owner, issuer-wide, not summed	1,137,137,415	40.16%	+89,859	Oct 1, 2025	Director, 10% Owner, issuer-wide, not summed
2	Gilbert Jennifer L. Insider CIK 1817411 · Jun 30, 2025 Director, 10% Owner, issuer-wide, not summed	314,055,385	11.09%	-1,534,824,098	Jun 30, 2025	Director, 10% Owner, issuer-wide, not summed
3	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,332,560	2.45%	+69,332,560	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Capital World Investors 13G CIK 1422849 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	69,428,716	2.45%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	69,066,062	2.44%	+2,473,904	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	iShares Large Cap Core Active ETF Fund S000082317 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	7,646,726	0.27%	+1,351,534	Jul 31, 2026	BlackRock ETF Trust, not summed
4.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,994,884	0.14%	+387,207	Jun 30, 2026	iShares Trust, not summed
4.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,167,933	0.08%	-907	Jun 30, 2026	iShares Trust, not summed
4.4	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,489,882	0.05%	+133,864	Jun 30, 2026	iShares Trust, not summed
4.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,268,395	0.04%	+55,950	Jun 30, 2026	iShares Trust, not summed
5	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,269,619	1.95%	+15,746,193	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	PRICE T ROWE ASSOCIATES INC /MD/ 13G CIK 80255 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	55,268,794	1.95%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	T. Rowe Price Large-Cap Growth Fund Fund S000002095 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	10,085,386	0.36%	+4,144,076	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
5.3	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	5,485,877	0.19%	-82,797	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
5.4	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	3,042,185	0.11%	—	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
5.5	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	1,939,575	0.07%	+286,146	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	52,060,648	1.84%	+20,382,974	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	52,657,948	1.86%	+30,773,146	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	16,274,406	0.57%	+5,856,664	Jun 30, 2026	Fidelity Contrafund, not summed
6.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	4,995,058	0.18%	-75,668	May 31, 2026	Fidelity Concord Street Trust, not summed
6.4	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	4,538,300	0.16%	+2,309,500	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
6.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	3,670,570	0.13%	+183,154	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,689,718	1.51%	+1,014,007	Jun 30, 2026	carried, not yet filed for the newest quarter
8	ValueAct Holdings, L.P. 13F CIK 1418814 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	41,668,774	1.47%	+13,454,050	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VA Partners I, LLC 13D CIK 1418812 · Unknown · Oct 1, 2025 not summed	41,509,252	1.47%	+16,113,625	Oct 1, 2025	not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,503,401	1.43%	+951,151	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	37,604,764	1.33%	—	May 31, 2026	Growth Fund of America, not summed
12	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	33,407,832	1.18%	+29,754,919	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	29,584,571	1.04%	+498,635	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	28,542,001	1.01%	+5,948,345	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	2,911	0.00%	-10	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
14.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,657	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14.3	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,627	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	382	0.00%	-10	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	23,227,764	0.82%	+14,190,099	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	430,346	0.02%	+129,263	May 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	231,443	0.01%	+67,730	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.3	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	179,674	0.01%	-7,206	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
15.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	88,213	0.00%	+70,996	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
15.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	45,460	0.00%	-1,424	May 31, 2026	Goldman Sachs ETF Trust, not summed
16	American Balanced Fund Fund S000008801 · Registered fund · Jun 30, 2026 American Balanced Fund, not summed	23,000,000	0.81%	—	Jun 30, 2026	American Balanced Fund, not summed
17	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	22,268,377	0.79%	+722,909	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,100,746	0.04%	+259,454	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	339,026	0.01%	+3,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
17.3	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	111,052	0.00%	-107,575	Jun 30, 2026	SPDR SERIES TRUST, not summed
17.4	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	7,277	0.00%	+867	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
17.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,314	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
18	College Retirement Equities Fund-Stock Account 13G CIK 777535 · Registered fund · Oct 31, 2025 Rule 13d-1(b), qualified institution	21,491,973	0.76%	+721,701	Oct 31, 2025	Rule 13d-1(b), qualified institution
19	COOPERMAN LEON G 13F CIK 898382 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	21,016,600	0.74%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	20,183,880	0.71%	+343,971	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	19,729,308	0.70%	+3,560,981	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Slate Path Capital LP 13G CIK 1559706 · Registered investment adviser · Sep 30, 2025 Rule 13d-1(b), qualified institution	19,358,000	0.68%	—	Sep 30, 2025	Rule 13d-1(b), qualified institution
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	17,505,324	0.62%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,973,040	0.60%	+312,531	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Durable Capital Partners LP 13F CIK 1798849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,488,238	0.58%	-2,817,487	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	15,604,077	0.55%	+11,889,385	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	BNY Mellon Dynamic Value ETF Fund S000087738 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust II, not summed	727,585	0.03%	—	Jul 31, 2026	BNY Mellon ETF Trust II, not summed
26.2	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	78,581	0.00%	+82	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	Bray Jesse K Insider CIK 1543932 · Oct 2, 2026 Director, Pres & CEO, Rocket Mortgage, issuer-wide, not summed	15,540,967	0.55%	-92,300	Oct 2, 2026	Director, Pres & CEO, Rocket Mortgage, issuer-wide, not summed
28	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	15,215,941	0.54%	—	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
29	Contour Asset Management LLC 13F CIK 1510669 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,961,047	0.53%	+5,091,721	Jun 30, 2026	carried, not yet filed for the newest quarter
30	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	13,727,827	0.48%	-1,377,305	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,239,088	0.40%	+444,095	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,703,415	0.38%	+10,703,415	Jun 30, 2026	carried, not yet filed for the newest quarter
33	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,019,120	0.35%	+6,253,190	Jun 30, 2026	carried, not yet filed for the newest quarter
34	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	9,830,293	0.35%	+6,299,399	Jun 30, 2026	American Funds Fundamental Investors, not summed
35	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,534,062	0.34%	+6,903,217	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Allspring Special Mid Cap Value Fund Fund S000007349 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	4,941,600	0.17%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
35.2	Allspring Special Large Cap Value Fund Fund S000029093 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	2,337,509	0.08%	+396,339	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
35.3	Allspring Special Large Value ETF Fund S000088481 · Registered fund · Jul 31, 2026 ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed	248,138	0.01%	+32,536	Jul 31, 2026	ALLSPRING EXCHANGE-TRADED FUNDS TRUST, not summed
35.4	Allspring Large Cap Value Fund Fund S000007271 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	176,913	0.01%	+25,435	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
36	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,523,332	0.34%	+275,162	Jun 30, 2026	carried, not yet filed for the newest quarter
37	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,029,295	0.32%	+3,541,916	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	8,858,292	0.31%	+359,748	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	FRED ALGER MANAGEMENT, LLC 13F CIK 3520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,924,378	0.28%	-2,265,051	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	ALGER FOCUS EQUITY FUND Fund S000009201 · Registered fund · Jul 31, 2026 ALGER INSTITUTIONAL FUNDS, not summed	1,556,261	0.06%	-556,148	Jul 31, 2026	ALGER INSTITUTIONAL FUNDS, not summed
39.2	ALGER SPECTRA FUND Fund S000009190 · Registered fund · Jul 31, 2026 ALGER FUNDS II, not summed	1,111,813	0.04%	0	Jul 31, 2026	ALGER FUNDS II, not summed
39.3	ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND Fund S000009204 · Registered fund · Jul 31, 2026 ALGER INSTITUTIONAL FUNDS, not summed	699,961	0.02%	-324,387	Jul 31, 2026	ALGER INSTITUTIONAL FUNDS, not summed
39.4	ALGER CAPITAL APPRECIATION FUND Fund S000009163 · Registered fund · Jul 31, 2026 ALGER FUNDS, not summed	405,803	0.01%	-327,898	Jul 31, 2026	ALGER FUNDS, not summed
39.5	Alger Concentrated Equity ETF Fund S000084280 · Registered fund · Jun 30, 2026 Alger ETF Trust, not summed	309,041	0.01%	+151,635	Jun 30, 2026	Alger ETF Trust, not summed
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,671,810	0.27%	-545,064	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	4,643,377	0.16%	-55,493	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,115,360	0.04%	-661,139	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	598,687	0.02%	+18,667	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	571,450	0.02%	+9,101	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	312,583	0.01%	+188	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
41	PARK PRESIDIO CAPITAL LLC 13F CIK 1596510 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,141,016	0.25%	+1,812,887	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,135,974	0.25%	+148,554	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
43	BNY Mellon Dynamic Value Fund Fund S000000498 · Registered fund · Aug 31, 2026 BNY Mellon Advantage Funds, Inc., not summed	6,974,645	0.25%	—	Aug 31, 2026	BNY Mellon Advantage Funds, Inc., not summed
44	Banfield William D. Insider CIK 2028108 · Oct 7, 2026 Chief Business Officer, issuer-wide, not summed	6,486,471	0.23%	-8,056	Oct 7, 2026	Chief Business Officer, issuer-wide, not summed
45	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,172,797	0.22%	+202,062	Jun 30, 2026	carried, not yet filed for the newest quarter
46	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,995,953	0.21%	-237,888	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	25,319	0.00%	+1,240	Jul 31, 2026	FlexShares Trust, not summed
47	Veridan Wealth LLC 13F CIK 2052405 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,939,945	0.21%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Rizik Matthew Insider CIK 1817213 · Sep 7, 2026 Director, issuer-wide, not summed	5,910,546	0.21%	—	Sep 7, 2026	Director, issuer-wide, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,857,191	0.21%	+2,397,939	Jun 30, 2026	carried, not yet filed for the newest quarter
50	OCO Capital Partners, L.P. 13F CIK 1764525 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,750,000	0.20%	+1,750,000	Jun 30, 2026	carried, not yet filed for the newest quarter

86 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 1805284 CUSIP 77311W101 13F (30d) 124 filings 113 filers Visit website Investor relations