Rocket Cos Inc. Class ARKT
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 268 institutions reported holding Rocket Cos Inc. Class A (RKT) in their 13F filings, down 1 from Q3 2024. 36 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($141.0M), Boston Partners ($138.7M) and JPMorgan Chase & Co. ($91.9M). 8 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Rocket Cos Inc. Class A
- CUSIP
- 77311W101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $55.9M |
| Exits | 48 | $80.0M |
All 13F filers, Q3 2024 → Q4 2024: 20,914,019 shares bought and 13,371,187 shares sold, net +7,542,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Vanguard Group Inc. | 0.00% | Add +3.6% | 12,520,074 | $141.0M |
| Boston Partners | 0.17% | Add +29.8% | 12,313,780 | $138.7M |
| JPMorgan Chase & Co. | 0.01% | Add +2.2% | 8,161,979 | $91.9M |
| Nuveen Asset Management, LLC | 0.03% | Add +52.7% | 8,122,148 | $91.5M |
| FMR LLC | 0.00% | Reduce -20.0% | 6,113,848 | $68.8M |
| BlackRock, Inc. | 0.00% | Add +9.5% | 5,860,094 | $66.0M |
| State Street Corp. | 0.00% | Add +32.2% | 5,429,530 | $61.1M |
| Wellington Management Group LLP | 0.01% | Add +42.0% | 4,705,177 | $53.0M |
| Technology Crossover Management X, Ltd. | 7.17% | No change | 4,450,000 | $50.1M |
| Davis Selected Advisers | 0.21% | Add +0.2% | 3,170,939 | $35.7M |
| Voloridge Investment Management, LLC | 0.09% | Add +37.3% | 2,187,240 | $24.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 2,118,701 | $23.9M |
| D. E. Shaw & Co. | 0.03% | Reduce -24.3% | 2,106,418 | $23.7M |
| Morgan Stanley | 0.00% | Add +8.5% | 1,916,751 | $21.6M |
| Bruni J V & Co. | 2.37% | Add +21.2% | 1,860,060 | $20.9M |
| Renaissance Technologies | 0.03% | Reduce -39.1% | 1,679,036 | $18.9M |
| Citadel Advisors | 0.02% | Add +136.3% | 1,452,497 | $16.4M |
| UBS Group AG | 0.00% | Add +254.1% | 1,340,421 | $15.1M |
| Hillman Co. | 6.00% | No change | 1,259,179 | $14.2M |
| Point72 Asset Management | 0.04% | New | 1,253,375 | $14.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.8% | 1,163,243 | $13.1M |
| BNP Paribas Financial Markets | 0.01% | New | 980,229 | $11.0M |
| LPL Financial LLC | 0.00% | Add +33.5% | 908,473 | $10.2M |
| Barclays PLC | 0.00% | Add +216.1% | 753,345 | $8.5M |
| Capital Fund Management S.A. | 0.07% | Add +286.1% | 657,189 | $7.4M |
| Northern Trust Corp. | 0.00% | Add +8.1% | 618,703 | $7.0M |
| Legal & General Group Plc | 0.00% | Reduce -22.0% | 575,842 | $6.5M |
| Voya Investment Management LLC | 0.01% | Reduce -58.0% | 560,851 | $6.3M |
| Wealthfront Advisers LLC | 0.02% | Add +146.6% | 547,088 | $6.2M |
| Cubist Systematic Strategies, LLC | 0.10% | New | 532,554 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Add +39.4% | 468,620 | $5.3M |
| Millennium Management | 0.00% | Reduce -35.8% | 435,097 | $4.9M |
| Jump Financial, LLC | 0.10% | New | 415,282 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +384.2% | 404,009 | $4.5M |
| Prana Capital Management, LP | 0.20% | New | 380,170 | $4.3M |
| Cinctive Capital Management LP | 0.21% | New | 350,382 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +16.5% | 330,293 | $3.7M |
| PDT Partners, LLC | 0.32% | Add +26.6% | 321,591 | $3.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -22.4% | 310,442 | $3.5M |
| Raymond James Financial Inc. | 0.00% | — | 308,088 | $3.5M |
| Philip James Wealth Mangement, LLC | 0.46% | Reduce -14.2% | 304,725 | $3.4M |
| Group One Trading LLC | 0.12% | Add +24.9% | 301,797 | $3.4M |
| Alight Capital Management LP | 1.14% | No change | 300,000 | $3.4M |
| Quantbot Technologies LP | 0.11% | Add +76.9% | 270,761 | $3.0M |
| Tidal Investments LLC | 0.02% | Reduce -17.4% | 260,719 | $2.9M |
| Bank of America Corp. | 0.00% | Reduce -67.5% | 259,212 | $2.9M |
| Swiss National Bank | 0.00% | Add +1.3% | 248,900 | $2.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +7.9% | 247,778 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -6.1% | 241,300 | $2.7M |
| EMG Holdings, L.P. | 3.47% | Add +170.9% | 220,748 | $2.5M |
| QRG Capital Management, Inc. | 0.03% | Reduce -4.8% | 218,717 | $2.5M |
| Gotham Asset Management | 0.02% | No change | 212,557 | $2.4M |
| Phase 2 Partners, LLC | 1.80% | New | 211,880 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.3% | 208,669 | $2.3M |
| Two Sigma Investments, LP | 0.01% | Add +6.5% | 205,273 | $2.3M |
| Invesco Ltd. | 0.00% | Reduce -55.7% | 192,252 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -49.9% | 178,915 | $2.0M |
| Aquatic Capital Management LLC | 0.05% | Add +54.5% | 173,754 | $2.0M |
| Lincoln Capital Corp. | 0.75% | New | 162,567 | $1.8M |
| Quantinno Capital Management LP | 0.02% | Add +4.4% | 160,252 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +1404.9% | 156,825 | $1.8M |
| Axq Capital, LP | 0.74% | Add +125.7% | 146,691 | $1.7M |
| HSBC Holdings PLC | 0.00% | Add +875.5% | 145,485 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.6% | 143,987 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 137,271 | $1.5M |
| Mangrove Partners Im, LLC | 0.18% | Add +68.1% | 132,266 | $1.5M |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 131,217 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -28.1% | 129,562 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -36.4% | 121,188 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.4% | 119,293 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +74.9% | 117,448 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 115,880 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -36.4% | 111,990 | $1.3M |
| Brooktree Capital Management | 0.92% | Reduce -1.2% | 110,594 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -0.1% | 100,009 | $1.1M |
| Entropy Technologies, LP | 0.11% | Add +105.5% | 93,695 | $1.1M |
| IMC-Chicago, LLC | 0.03% | Add +70.1% | 90,392 | $1.0M |
| Boothbay Fund Management, LLC | 0.03% | New | 89,746 | $1.0M |
| MFG Wealth Management, Inc. | 0.89% | — | 86,545 | $974K |
| Missouri Trust & Investment Co | 0.34% | Add +21.5% | 86,295 | $972K |
| Global Retirement Partners, LLC | 0.03% | Add +24.8% | 84,992 | $957K |
| Tudor Investment Corporation | 0.01% | Reduce -48.4% | 81,693 | $920K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.8% | 81,613 | $919K |
| Clearstead Advisors, LLC | 0.01% | No change | 80,250 | $904K |
| Aspen Grove Capital, LLC | 0.19% | No change | 80,000 | $901K |
| STRS Ohio | 0.00% | Add +64.8% | 79,585 | $896K |
| HCR Wealth Advisors | 0.11% | Reduce -2.4% | 76,304 | $859K |
| Freestone Grove Partners LP | 0.01% | — | 72,398 | $815K |
| New York State Common Retirement Fund | 0.00% | No change | 67,403 | $759K |
| J. Goldman & Co LP | 0.03% | Reduce -95.5% | 66,909 | $753K |
| Crestline Management, L.P. | 0.03% | New | 64,498 | $726K |
| Vawter Financial, Ltd. | 0.43% | New | 63,625 | $716K |
| Keebeck Wealth Management | 0.10% | No change | 62,300 | $701K |
| Marshall Wace, LLP | 0.00% | Reduce -80.1% | 61,009 | $687K |
| Treasurer of the State of North Carolina | 0.00% | Add +0.6% | 60,862 | $685K |
| First Eagle Investment Management, LLC | 0.00% | Add +9.0% | 60,740 | $684K |
| Mariner, LLC | 0.00% | Reduce -8.7% | 55,969 | $630K |
| Holocene Advisors, LP | 0.00% | New | 55,059 | $620K |
| Janus Henderson Group PLC | 0.00% | No change | 54,579 | $615K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 53,100 | $598K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.9% | 51,191 | $575K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.5% | 49,008 | $552K |
| Wealth Management Associates, Inc. | 0.23% | Reduce -1.5% | 48,190 | $543K |
| Quadrature Capital Ltd | 0.01% | Reduce -14.6% | 47,688 | $537K |
| Royal Bank of Canada | 0.00% | Add +7.5% | 46,780 | $527K |
| Bryce Point Capital, LLC | 0.14% | — | 44,237 | $498K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.7% | 44,692 | $467K |
| Wolverine Trading, LLC | 0.01% | New | 38,971 | $430K |
| Connective Portfolio Management, LLC | 0.64% | New | 38,000 | $428K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 37,924 | $427K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.0% | 37,775 | $425K |
| PMC FIG Opportunities LLC | 1.06% | New | 37,155 | $418K |
| Teacher Retirement System of Texas | 0.00% | New | 36,865 | $415K |
| Arizona State Retirement System | 0.00% | Add +1.6% | 36,716 | $413K |
| Jones Financial Companies LLLP | 0.00% | Add +131.7% | 36,427 | $410K |
| USS Investment Management Ltd | 0.00% | Reduce -68.2% | 36,185 | $408K |
| Walleye Capital LLC | 0.00% | Reduce -49.1% | 33,768 | $380K |
| AQR Capital Management | 0.00% | Reduce -88.4% | 33,751 | $380K |
| Aristeia Capital, L.L.C. | 0.03% | Add +59.3% | 33,062 | $372K |
| Cetera Investment Advisers | 0.00% | Add +2.9% | 33,035 | $372K |
| Vident Advisory, LLC | 0.01% | Add +3.6% | 30,798 | $347K |
| XTX Topco Ltd | 0.03% | Reduce -60.7% | 30,452 | $343K |
| Amundi | 0.00% | Reduce -87.2% | 32,419 | $339K |
| Intrinsic Value Partners, LLC | 0.34% | Reduce -7.7% | 29,950 | $337K |
| DMC Group, LLC | 0.27% | Reduce -8.9% | 28,936 | $326K |
| Farringdon Capital, Ltd. | 0.13% | — | 28,526 | $321K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +75.1% | 28,508 | $321K |
| Virtu Financial LLC | 0.02% | Add +76.2% | 28,422 | $320K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.8% | 27,996 | $315K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.6% | 27,825 | $313K |
| Profund Advisors LLC | 0.01% | New | 27,786 | $313K |
| Macquarie Group Ltd. | 0.00% | No change | 26,450 | $298K |
| KLP Kapitalforvaltning As | 0.00% | — | 26,100 | $294K |
| FORA Capital, LLC | 0.03% | Reduce -63.3% | 24,802 | $279K |
| Balyasny Asset Management L.P. | 0.00% | No change | 23,413 | $264K |
| Truist Financial Corp. | 0.00% | Add +12.6% | 23,373 | $263K |
| Sei Investments Co. | 0.00% | Reduce -72.6% | 23,134 | $261K |
| Envestnet Asset Management Inc. | 0.00% | Add +34.2% | 22,413 | $252K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 22,114 | $249K |
| Penserra Capital Management LLC | 0.00% | Add +11.8% | 21,822 | $245K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +55.0% | 21,513 | $242K |
| Engineers Gate Manager LP | 0.00% | Reduce -87.9% | 21,400 | $241K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.0% | 21,038 | $237K |
| Verition Fund Management LLC | 0.00% | Reduce -73.6% | 20,843 | $235K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.8% | 20,620 | $232K |
| Ameriprise Financial Inc. | 0.00% | Add +29.6% | 20,598 | $232K |
| Numerai GP LLC | 0.06% | New | 20,596 | $232K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +461.4% | 20,384 | $230K |
| Polymer Capital Management (US) LLC | 0.07% | — | 20,312 | $229K |
| State of Wyoming | 0.03% | Add +1.8% | 19,664 | $221K |
| Jane Street Group, LLC | 0.00% | Reduce -90.2% | 19,251 | $217K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +64.1% | 19,433 | $213K |
| Ossiam | 0.00% | Add +275.9% | 18,621 | $210K |
| FLP Wealth Management, LLC | 0.53% | — | 18,586 | $209K |
| Trexquant Investment LP | 0.00% | Reduce -83.5% | 18,225 | $205K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.7% | 18,209 | $205K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -11.4% | 17,852 | $201K |
| Cerity Partners LLC | 0.00% | Reduce -61.8% | 11,920 | $200K |
| Man Group plc | 0.00% | New | 17,663 | $199K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -11.0% | 16,254 | $183K |
| Cresset Asset Management, LLC | 0.00% | Reduce -70.8% | 15,849 | $178K |
| Pictet Asset Management Holding SA | 0.00% | No change | 15,833 | $178K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,823 | $178K |
| Pointe Capital Management LLC | 0.10% | No change | 15,030 | $169K |
| Edgestream Partners, L.P. | 0.01% | Reduce -19.5% | 14,961 | $168K |
| V-Square Quantitative Management LLC | 0.02% | Add +130.2% | 14,371 | $162K |
| Lakeshore Financial Planning, Inc. | 0.07% | Add +21.8% | 13,996 | $158K |
| Persistent Asset Partners Ltd | 0.13% | — | 12,426 | $157K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 12,828 | $152K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -72.0% | 13,417 | $151K |
| State of Wisconsin Investment Board | 0.00% | Add +23.4% | 12,346 | $139K |
| Aigen Investment Management, LP | 0.02% | Reduce -50.6% | 12,331 | $139K |
| Dark Forest Capital Management LP | 0.02% | New | 12,218 | $138K |
| Daiwa Securities Group Inc. | 0.00% | New | 12,065 | $136K |
| SBI Securities Co., Ltd. | 0.00% | — | 11,974 | $135K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 11,175 | $126K |
| Bayesian Capital Management, LP | 0.02% | New | 11,100 | $125K |
| Huntington National Bank | 0.00% | Add +548750.0% | 10,977 | $124K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -62.9% | 10,969 | $124K |
| Garner Asset Management Corp | 0.05% | New | 10,480 | $118K |
| Bridges Investment Management Inc. | 0.00% | No change | 10,422 | $117K |
| Caisse Des Depots Et Consignations | 0.00% | — | 8,807 | $99K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 8,644 | $97K |
| Sterling Capital Management LLC | 0.00% | Add +57.2% | 8,295 | $93K |
| Citigroup Inc. | 0.00% | Add +0.9% | 7,964 | $90K |
| Amalgamated Bank | 0.00% | No change | 7,371 | $83K |
| KBC Group NV | 0.00% | Add +58.1% | 6,056 | $68K |
| Westpac Banking Corp. | 0.00% | No change | 5,927 | $67K |
| Cwm, LLC | 0.00% | Reduce -78.3% | 5,459 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 4,172 | $47K |
| Itau Unibanco Holding S.A. | 0.00% | New | 4,161 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.2% | 3,906 | $44K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -76.4% | 3,791 | $43K |
| US Bancorp \de | 0.00% | Reduce -13.6% | 3,462 | $39K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -47.1% | 2,808 | $32K |
| Principal Securities, Inc. | 0.00% | Add +22.9% | 2,773 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.5% | 2,680 | $30K |
| S.A. Mason LLC | 0.01% | No change | 2,500 | $28K |
| CoreCap Advisors, LLC | 0.00% | Reduce -50.4% | 2,445 | $28K |
| MetLife Investment Management, LLC | 0.00% | Add +0.3% | 2,431 | $27K |
| National Bank of Canada | 0.00% | Reduce -98.4% | 2,322 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.3% | 2,156 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -18.8% | 2,141 | $24K |
| Zions Bancorporation, N.A. | 0.00% | New | 2,000 | $23K |
| Allworth Financial LP | 0.00% | Add +5.1% | 1,708 | $20K |
| Signaturefd, LLC | 0.00% | Add +29.2% | 1,769 | $20K |
| Hexagon Capital Partners LLC | 0.00% | No change | 1,550 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -18.2% | 1,581 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.9% | 1,525 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4253.6% | 1,219 | $14K |
| Brooklyn Investment Group | 0.00% | Add +1.1% | 965 | $11K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.6% | 962 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -86.4% | 874 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.4% | 767 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -54.9% | 735 | $8K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 680 | $8K |
| Mather Group, Llc. | 0.00% | No change | 631 | $7K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -42.2% | 578 | $7K |
| Comerica Bank | 0.00% | Add +2.4% | 552 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 500 | $6K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 500 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 498 | $6K |
| Spire Wealth Management | 0.00% | New | 480 | $5K |
| Atala Financial Inc | 0.00% | — | 450 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 437 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 400 | $5K |
| Activest Wealth Management | 0.00% | Add +0.3% | 388 | $4K |
| MAI Capital Management | 0.00% | New | 368 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | New | 360 | $4K |
| Avion Wealth | 0.00% | No change | 400 | $4K |
| CI Investments Inc. | 0.00% | Add +3.1% | 393 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 314 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 310 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 299 | $3K |
| Lindbrook Capital, LLC | 0.00% | Reduce -42.5% | 290 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 288 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Add +207.1% | 215 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 204 | $2K |
| Quent Capital, LLC | 0.00% | Add +4.1% | 202 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -33.3% | 200 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 196 | $2K |
| WPG Advisers, LLC | 0.00% | — | 195 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 167 | $2K |
| Arax Advisory Partners | 0.00% | New | 159 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 153 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 150 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 106 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $1K |
| Larson Financial Group LLC | 0.00% | Add +164.9% | 98 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 89 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -65.6% | 54 | $1K |
| Versant Capital Management, Inc | 0.00% | New | 88 | $991 |
| Stephens Consulting, LLC | 0.00% | No change | 60 | $676 |
| Asset Dedication, LLC | 0.00% | No change | 48 | $541 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 46 | $518 |
| CVA Family Office, LLC | 0.00% | Reduce -51.7% | 43 | $484 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 20 | $225 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $136 |
| Avior Wealth Management, LLC | 0.00% | No change | 7 | $78 |
| Sandy Spring Bank | 0.00% | No change | 3 | $34 |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $34 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $34 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 2 | $23 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $11 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $11 |
| Hemington Wealth Management | 0.00% | Reduce -4.8% | 20 | $0 |
| Covestor Ltd | 0.00% | Add +114.3% | 30 | $0 |
"% of holder's portfolio" is RKT's weight in each manager's 13F, not the share of Rocket Cos Inc. Class A the manager owns.