Rocket Cos Inc. Class ARKT

13F holders, Q2 2025 (June 30)
374holders +66
121new positions
55sold out
13famous investors
$14.18avg. 13F price*

At the end of Q2 2025, 374 institutions reported holding Rocket Cos Inc. Class A (RKT) in their 13F filings, up 66 from Q1 2025. 121 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($251.2M), ValueAct Capital ($214.5M) and Boston Partners ($206.6M). 13 famous investors held it, including Mason Morfit (3.8% of ValueAct Capital's portfolio), Dan Loeb (0.9% of Third Point's portfolio) and Gavin Baker (0.7% of Atreides Management's portfolio).

Company
Rocket Cos Inc. Class A
CUSIP
77311W101
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 236Q1 2024Q2 2024: 254Q2 2024Q3 2024: 269Q3 2024Q4 2024: 268Q4 2024Q1 2025: 308Q1 2025Q2 2025: 374Q2 2025Q3 2025: 508Q3 2025Q4 2025: 789Q4 2025Q1 2026: 819Q1 2026Q2 2026: 796Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions121$586.0M
Exits55$139.7M

All 13F filers, Q1 2025 → Q2 2025: 96,733,425 shares bought and 22,671,810 shares sold, net +74,061,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 374 holders

Vanguard Group Inc. 0.00% Add +38.5% 17,718,569 $251.2M
ValueAct Capital 3.83% Add +124.8% 15,125,609 $214.5M
Boston Partners 0.23% Add +6.3% 14,560,706 $206.6M
FMR LLC 0.01% Add +61.5% 13,606,480 $192.9M
Nuveen, LLC 0.05% Add +43.8% 11,496,710 $163.0M
UBS Group AG 0.03% Add +345.6% 9,771,755 $138.6M
JPMorgan Chase & Co. 0.01% Reduce -20.5% 8,568,101 $121.5M
BlackRock, Inc. 0.00% Add +22.1% 6,835,740 $96.9M
Wellington Management Group LLP 0.01% Add +1.0% 4,824,180 $68.4M
Third Point 0.90% New 4,750,000 $67.4M
Technology Crossover Management X, Ltd. 7.04% No change 4,450,000 $63.1M
State Street Corp. 0.00% Reduce -14.1% 4,123,620 $58.5M
Broad Bay Capital Management, LP 7.25% New 3,637,891 $51.6M
PointState Capital LP 1.08% New 3,529,268 $50.0M
Wolf Hill Capital Management, LP 4.10% New 3,481,868 $49.4M
Two Sigma Investments, LP 0.09% Add +122.2% 3,267,488 $46.3M
Davis Selected Advisers 0.24% Reduce -0.2% 3,132,678 $44.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +744.4% 3,129,441 $44.4M
Allspring Global Investments Holdings, LLC 0.07% New 3,045,719 $44.1M
Geode Capital Management, LLC 0.00% Add +23.4% 2,730,504 $38.7M
Maple Rock Capital Partners Inc. 1.65% New 2,326,100 $33.0M
Two Sigma Advisers, LP 0.06% Add +381.2% 2,233,100 $31.7M
Alliancebernstein L.P. 0.01% Add +114.2% 2,032,000 $28.8M
Bruni J V & Co. 2.77% Add +0.5% 1,854,871 $26.3M
Point72 Asset Management 0.06% New 1,758,407 $24.9M
Susquehanna International Group, LLP 0.04% Add +574.2% 1,747,274 $24.8M
Atreides Management 0.68% New 1,732,090 $24.6M
Bank of New York Mellon Corp 0.00% Add +40.3% 1,632,318 $23.1M
Charles Schwab Investment Management Inc. 0.00% Add +5.6% 1,337,850 $19.0M
Citadel Advisors 0.02% Reduce -54.2% 1,336,190 $18.9M
Picton Mahoney Asset Management 0.27% Add +318.1% 1,332,037 $18.9M
Kettle Hill Capital Management, LLC 4.25% New 1,293,838 $18.3M
D. E. Shaw & Co. 0.02% Add +53.0% 1,267,258 $18.0M
Hillman Co. 6.79% No change 1,259,179 $17.9M
LPL Financial LLC 0.01% Add +17.9% 1,205,875 $17.1M
Principal Financial Group Inc. 0.01% New 1,186,568 $16.8M
Bank of America Corp. 0.00% Add +77.2% 1,128,576 $16.0M
Jump Financial, LLC 0.20% New 1,104,055 $15.7M
Millennium Management 0.01% Add +84.5% 1,068,610 $15.2M
Delta Global Management LP 1.01% New 1,064,861 $15.1M
Morgan Stanley 0.00% Reduce -27.4% 1,062,233 $15.1M
Wells Fargo & Company 0.00% Add +316.3% 1,051,502 $14.9M
Cinctive Capital Management LP 0.79% Add +2300.3% 994,742 $14.1M
Alyeska Investment Group, L.P. 0.05% New 993,888 $14.1M
Northern Trust Corp. 0.00% Add +58.4% 967,908 $13.7M
Goldman Sachs Group Inc. 0.00% Reduce -69.8% 916,292 $13.0M
Renaissance Technologies 0.02% New 850,300 $12.1M
Ameriprise Financial Inc. 0.00% Add +3516.3% 835,721 $11.8M
Lone Peak Global Investors LLC 2.19% New 810,075 $11.5M
Voloridge Investment Management, LLC 0.04% Reduce -3.1% 795,920 $11.3M
Royal Bank of Canada 0.00% Add +1039.6% 793,623 $11.3M
Philip James Wealth Mangement, LLC 1.43% Reduce -0.3% 763,667 $10.8M
Thames Capital Management LLC 2.30% New 716,902 $10.2M
Clearline Capital LP 0.85% New 682,276 $9.7M
Mangrove Partners Im, LLC 1.04% Add +406.4% 669,758 $9.5M
Reynders McVeigh Capital Management, LLC 0.47% New 664,457 $9.4M
Legal & General Group Plc 0.00% Add +10.8% 661,910 $9.4M
Marshall Wace, LLP 0.01% Add +47.0% 657,410 $9.3M
Raymond James Financial Inc. 0.00% Add +78.5% 646,024 $9.2M
Alight Capital Management LP 2.25% Add +92.3% 625,000 $8.9M
Private Advisory Group LLC 0.80% New 599,624 $8.5M
GFG Capital, LLC 2.48% New 584,445 $8.3M
AQR Capital Management 0.01% Add +45.7% 583,407 $8.3M
Wealthfront Advisers LLC 0.02% Add +234.4% 554,701 $7.9M
Quantbot Technologies LP 0.19% Add +2979.5% 522,898 $7.4M
Schonfeld Strategic Advisors LLC 0.06% Add +239.4% 520,061 $7.4M
Voya Investment Management LLC 0.01% Reduce -16.1% 474,775 $6.7M
Macquarie Group Ltd. 0.01% Add +1654.7% 464,114 $6.6M
Swiss National Bank 0.00% Add +62.5% 436,074 $6.2M
Boothbay Fund Management, LLC 0.19% Add +1366.2% 427,338 $6.1M
TIG Advisors, LLC 0.33% Add +542.9% 424,325 $6.0M
DSC Meridian Capital LP 3.83% New 400,000 $5.7M
BNP Paribas Financial Markets 0.00% Add +2862.2% 376,645 $5.3M
Invesco Ltd. 0.00% Add +22.5% 361,749 $5.1M
Group One Trading LLC 0.17% Add +870.3% 359,668 $5.1M
Verition Fund Management LLC 0.03% Add +22.3% 335,354 $4.8M
HRT Financial LP 0.02% Add +100.3% 309,894 $4.4M
J. Goldman & Co LP 0.13% Reduce -82.8% 302,338 $4.3M
EVR Research LP 2.23% New 300,000 $4.3M
Titleist Asset Management, LLC 0.40% New 282,215 $4.0M
Fund 1 Investments, LLC 0.56% New 278,000 $3.9M
Summit Securities Group LLC 1.40% Add +27551.3% 276,513 $3.9M
Basswood Capital Management, L.L.C. 0.20% Add +37.0% 276,334 $3.9M
Lincoln Capital Corp. 1.48% Add +304.1% 270,614 $3.8M
Prana Capital Management, LP 0.14% Add +3.9% 269,030 $3.8M
Soros Fund Management 0.09% Reduce -30.6% 250,000 $3.5M
Lingotto Investment Management LLP 0.07% New 242,100 $3.4M
Allianz Asset Management GmbH 0.00% No change 241,300 $3.4M
Dimensional Fund Advisors LP 0.00% Add +8.8% 239,611 $3.4M
Peregrine Asset Advisers, Inc. 1.04% New 233,985 $3.3M
Agf Management Ltd. 0.02% New 232,364 $3.3M
Graham Capital Management, L.P. 0.10% New 229,680 $3.3M
Mercer Global Advisors Inc. 0.01% Add +151.1% 222,165 $3.2M
CenterBook Partners LP 0.17% New 215,155 $3.1M
Gotham Asset Management 0.02% No change 212,419 $3.0M
Canada Pension Plan Investment Board 0.00% Add +34.9% 210,533 $3.0M
Capstone Investment Advisors, LLC 0.03% New 201,300 $2.9M
Barclays PLC 0.00% Add +297.9% 200,830 $2.8M
Russell Investments Group, Ltd. 0.00% Add +1330.4% 197,393 $2.8M
Honeycomb Asset Management LP 1.68% New 194,000 $2.8M
Quantinno Capital Management LP 0.01% Reduce -1.9% 190,467 $2.7M
Walleye Trading LLC 0.07% New 189,237 $2.7M
Walleye Capital LLC 0.03% Add +248372.2% 178,900 $2.5M
MFG Wealth Management, Inc. 2.12% Add +37.6% 177,762 $2.5M
PMC FIG Opportunities LLC 3.59% New 170,189 $2.4M
Caxton Associates LLP 0.06% New 168,357 $2.4M
Capital Fund Management S.A. 0.02% Reduce -61.3% 158,110 $2.2M
Victory Capital Management Inc. 0.00% Add +3.6% 157,779 $2.2M
FIL Ltd 0.00% New 157,463 $2.2M
Sei Investments Co. 0.00% Add +592.2% 153,308 $2.2M
T. Rowe Price Associates Inc. 0.00% Add +66.1% 150,331 $2.1M
IMC-Chicago, LLC 0.05% New 150,150 $2.1M
Commonwealth Equity Services, LLC 0.00% Add +2.1% 149,589 $2.1M
Resolute Capital Asset Partners LLC 1.09% New 147,103 $2.1M
Envestnet Asset Management Inc. 0.00% Add +354.1% 135,534 $1.9M
Compass Wealth Management LLC 0.45% New 134,550 $1.9M
California State Teachers Retirement System 0.00% Reduce -5.4% 128,351 $1.8M
Rhumbline Advisers 0.00% Reduce -13.9% 126,217 $1.8M
Ancient Art, L.P. 0.55% New 119,703 $1.7M
Oak Thistle LLC 0.25% Add +75.8% 117,530 $1.7M
Brooktree Capital Management 1.08% Add +4.0% 116,565 $1.7M
State Board of Administration of Florida Retirement System 0.00% Reduce -1.1% 114,590 $1.6M
Catalyst Funds Management Pty Ltd 0.44% New 111,900 $1.6M
Wolverine Trading, LLC 0.04% Add +95.0% 111,563 $1.6M
Treasurer of the State of North Carolina 0.00% Add +70.5% 107,979 $1.5M
Wellington Shields Capital Management, LLC 0.25% New 103,800 $1.5M
Ieq Capital, LLC 0.01% No change 100,009 $1.4M
Nomura Holdings Inc. 0.01% New 100,000 $1.4M
Nicholas Investment Partners, LP 0.14% New 97,762 $1.4M
Missouri Trust & Investment Co 0.44% Add +1.1% 94,395 $1.3M
Shay Capital LLC 0.30% Add +23.8% 92,880 $1.3M
Udine Wealth Management, Inc. 0.68% New 90,334 $1.3M
Beck Mack & Oliver LLC 0.02% New 90,000 $1.3M
Sig Brokerage, LP 0.33% New 84,075 $1.2M
Fred Alger Management, LLC 0.01% New 80,915 $1.1M
Northwest & Ethical Investments L.P. 0.03% Add +247.4% 80,600 $1.1M
Clearstead Advisors, LLC 0.02% Reduce -0.2% 80,060 $1.1M
Aspen Grove Capital, LLC 0.19% No change 80,000 $1.1M
Prelude Capital Management, LLC 0.11% New 80,000 $1.1M
CastleKnight Management LP 0.08% New 79,500 $1.1M
Global Retirement Partners, LLC 0.03% — 78,509 $1.1M
National Bank of Canada 0.00% Reduce -8.4% 77,902 $1.1M
Public Employees Retirement System of Ohio 0.00% Add +67.8% 74,336 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Add +6.8% 71,847 $1.0M
Altfest L J & Co. Inc. 0.12% Add +71.4% 70,020 $993K
Connective Portfolio Management, LLC 2.13% No change 70,000 $993K
QRG Capital Management, Inc. 0.01% Reduce -10.5% 69,967 $992K
Stifel Financial Corp. 0.00% New 68,765 $975K
New York State Common Retirement Fund 0.00% No change 67,403 $956K
First Eagle Investment Management, LLC 0.00% Add +5.3% 66,716 $946K
HCR Wealth Advisors 0.11% Reduce -0.2% 66,249 $939K
Arizona State Retirement System 0.01% Add +66.1% 66,020 $936K
Axq Capital, LP 0.30% Add +188.9% 65,663 $931K
Momentum Wealth Planning, LLC 0.80% — 65,354 $927K
CANADA LIFE ASSURANCE Co 0.00% Add +25.2% 64,096 $910K
GMO 0.00% New 63,300 $898K
Jones Financial Companies LLLP 0.00% Add +11.1% 61,851 $880K
Marex Group Ltd 0.02% New 61,200 $868K
Hennessy Advisors Inc. 0.03% New 60,000 $851K
Persistent Asset Partners Ltd 0.73% New 58,677 $832K
Harbor Capital Advisors, Inc. 0.03% Add +19.3% 57,668 $818K
Divisadero Street Capital Management, LP 0.05% Reduce -96.1% 56,978 $808K
Nebula Research & Development LLC 0.07% Add +90.4% 56,937 $807K
Janus Henderson Group PLC 0.00% Add +4.2% 56,886 $806K
Y-Intercept (Hong Kong) Ltd 0.02% New 53,766 $762K
Wilmington Savings Fund Society, FSB 0.01% New 53,395 $757K
Aptus Capital Advisors, LLC 0.01% New 51,710 $733K
Keebeck Wealth Management 0.10% Reduce -17.7% 51,259 $727K
Mariner, LLC 0.00% Reduce -22.5% 50,678 $719K
Wealthcare Advisory Partners LLC 0.02% Add +76.0% 50,291 $713K
CIBC Private Wealth Group LLC 0.00% Add +10.5% 49,372 $700K
Bank of Montreal 0.00% Reduce -71.8% 48,607 $689K
Wealth Management Associates, Inc. 0.27% Add +0.6% 48,260 $684K
Wellington Shields & Co., LLC 0.19% New 46,600 $661K
Water Island Capital LLC 0.13% No change 46,367 $657K
Cetera Investment Advisers 0.00% Add +31.5% 45,735 $649K
Hunting Hill Global Capital, LLC 0.34% New 44,623 $633K
Arete Wealth Advisors, LLC 0.04% Reduce -4.9% 44,421 $630K
Jain Global LLC 0.01% New 43,406 $615K
Landscape Capital Management, L.L.C. 0.05% New 42,959 $609K
Stratos Wealth Partners, LTD. 0.01% Add +69.7% 41,944 $595K
Venture Visionary Partners LLC 0.02% New 41,321 $586K
Nisa Investment Advisors, LLC 0.00% Reduce -49.0% 39,850 $565K
Kestra Private Wealth Services, LLC 0.01% Add +52.8% 39,223 $556K
USS Investment Management Ltd 0.00% Add +4.1% 38,663 $548K
Dark Forest Capital Management LP 0.02% Add +137.0% 37,074 $526K
Sierra Capital LLC 0.06% New 36,847 $522K
SCS Capital Management LLC 0.01% No change 35,672 $506K
Vident Advisory, LLC 0.01% Reduce -1.1% 35,412 $502K
Ilex Capital Partners (UK) LLP 0.02% New 35,162 $499K
Amundi 0.00% Add +2.3% 34,170 $498K
Centiva Capital, LP 0.03% New 35,000 $496K
Snowden Capital Advisors LLC 0.01% New 34,352 $487K
Deutsche Bank AG 0.00% Add +52.1% 33,288 $472K
Moors & Cabot, Inc. 0.02% New 32,876 $466K
SG Americas Securities, LLC 0.00% New 32,892 $466K
SummitTX Capital, L.P. 0.02% Reduce -35.8% 32,372 $459K
Tudor Investment Corporation 0.00% Reduce -59.4% 32,051 $454K
Headlands Technologies LLC 0.05% New 30,892 $438K
Osaic Holdings, Inc. 0.00% Add +46.5% 29,861 $423K
Bank of Nova Scotia 0.00% New 29,719 $421K
PharVision Advisers, LLC 0.60% New 29,317 $416K
State of Wyoming 0.05% Add +7.4% 28,921 $410K
Intrinsic Value Partners, LLC 0.36% Reduce -1.4% 28,630 $406K
Nishkama Capital, LLC 0.07% Reduce -82.7% 28,381 $402K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -41.4% 26,733 $379K
Police & Firemen's Retirement System of New Jersey 0.00% Add +36.2% 26,178 $371K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.3% 25,882 $367K
Composition Wealth, LLC 0.01% Add +8.6% 25,518 $362K
AlphaCore Capital LLC 0.01% New 25,322 $359K
Equitable Holdings, Inc. 0.00% Add +55.9% 25,177 $357K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -5.8% 24,999 $354K
Integrated Wealth Concepts LLC 0.00% New 24,658 $350K
Jasper Ridge Partners, L.P. 0.01% New 30,991 $347K
Point72 (DIFC) Ltd 0.03% New 24,261 $344K
Patriot Financial Group Insurance Agency, LLC 0.04% New 24,032 $341K
Manufacturers Life Insurance Company, The 0.00% Reduce -18.9% 23,996 $340K
State of Wisconsin Investment Board 0.00% Add +55.6% 22,649 $321K
Kelleher Financial Advisors 0.11% New 22,140 $314K
Teacher Retirement System of Texas 0.00% Reduce -41.4% 21,965 $311K
Levin Capital Strategies, L.P. 0.03% New 21,846 $310K
Steward Partners Investment Advisory, LLC 0.00% Add +1176.6% 21,460 $304K
D.A. Davidson & Co. 0.00% New 21,200 $301K
Machina Capital S.A.S. 0.06% New 20,919 $297K
HSBC Holdings PLC 0.00% Reduce -2.5% 20,281 $288K
Quarry LP 0.07% Add +164.6% 19,741 $280K
Huntington National Bank 0.00% Add +67.1% 19,395 $275K
R Squared Ltd 0.15% New 18,771 $266K
Lakeshore Financial Planning, Inc. 0.11% Add +74.5% 18,497 $262K
Pictet Asset Management Holding SA 0.00% Reduce -5.6% 18,458 $262K
Creative Planning 0.00% Add +17.2% 18,215 $258K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -15.8% 18,181 $258K
Penserra Capital Management LLC 0.00% Reduce -8.6% 17,722 $250K
Equitable Trust Co. 0.01% New 17,431 $247K
Cresset Asset Management, LLC 0.00% Reduce -0.9% 17,382 $246K
FLP Wealth Management, LLC 0.68% Reduce -6.1% 17,050 $242K
Parallax Volatility Advisers, L.P. 0.01% Add +1.9% 16,942 $240K
Polymer Capital Management (US) LLC 0.04% New 16,879 $239K
Exchange Traded Concepts, LLC 0.00% Reduce -5.7% 16,748 $237K
Squarepoint Ops LLC 0.00% Add +53.4% 16,608 $236K
Farther Finance Advisors, LLC 0.00% Add +1617.9% 16,543 $235K
Sterling Capital Management LLC 0.00% Add +113.3% 16,513 $234K
International Assets Investment Management, LLC 0.02% New 16,490 $234K
Citigroup Inc. 0.00% Add +77.9% 16,481 $234K
Truist Financial Corp. 0.00% Add +56.4% 15,806 $224K
Public Employees Retirement Association of Colorado 0.00% No change 15,823 $224K
Van Eck Associates Corp. 0.00% New 15,321 $217K
Transcend Capital Advisors, LLC 0.02% New 15,280 $217K
Ossiam 0.00% No change 15,172 $215K
Pointe Capital Management LLC 0.11% No change 15,030 $213K
Summit Trail Advisors, LLC 0.00% Reduce -14.9% 14,817 $210K
Scientech Research LLC 0.05% Reduce -75.6% 14,758 $209K
Qsemble Capital Management, LP 0.02% New 14,752 $209K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -32.8% 14,468 $205K
111 Capital 0.03% Reduce -40.3% 14,207 $201K
Maryland State Retirement & Pension System 0.00% New 14,090 $200K
Handelsbanken Fonder AB 0.00% New 13,112 $186K
SBI Securities Co., Ltd. 0.01% Add +4.0% 12,926 $183K
Massar Capital Management, LP 0.14% New 12,740 $181K
HighTower Advisors, LLC 0.00% Add +28.2% 12,685 $180K
National Philanthropic Trust 0.00% New 12,448 $177K
DekaBank Deutsche Girozentrale 0.00% No change 12,828 $175K
Utah Retirement Systems 0.00% New 12,200 $173K
Brevan Howard Capital Management LP 0.00% New 12,146 $172K
Vise Technologies, Inc. 0.01% — 12,077 $171K
Daiwa Securities Group Inc. 0.00% No change 12,065 $171K
TD Asset Management Inc 0.00% New 11,935 $169K
Aquatic Capital Management LLC 0.00% Reduce -92.3% 11,590 $164K
Kovack Advisors, Inc. 0.02% New 11,530 $163K
Oppenheimer Asset Management Inc. 0.00% New 11,468 $163K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.8% 11,106 $158K
Panoramic Investment Advisors, LLC 0.10% New 11,000 $156K
Concurrent Investment Advisors, LLC 0.00% New 10,671 $151K
Pine Valley Investments Ltd Liability Co 0.01% No change 10,345 $147K
Bridges Investment Management Inc. 0.00% No change 10,176 $144K
Red Door Wealth Management, LLC 0.02% New 10,029 $142K
Left Brain Wealth Management, LLC 0.05% New 10,000 $142K
GAMMA Investing LLC 0.01% Add +154.1% 9,921 $141K
Natixis 0.00% Add +5.2% 9,435 $134K
AlphaQuest LLC 0.01% Add +41266.7% 8,687 $123K
Cranbrook Wealth Management, LLC 0.03% No change 8,644 $123K
Tower Research Capital LLC (TRC) 0.00% Reduce -16.9% 8,442 $120K
Cwm, LLC 0.00% Reduce -2.9% 6,507 $92K
Northwestern Mutual Wealth Management Co. 0.00% Add +458.8% 6,460 $92K
Symmetry Peak Management LLC 0.98% New 6,100 $86K
IFP Advisors, Inc 0.00% Add +0.0% 6,100 $86K
KBC Group NV 0.00% No change 6,056 $86K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 6,090 $86K
STRS Ohio 0.00% Reduce -88.3% 5,525 $78K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +23.2% 4,339 $62K
Glen Eagle Advisors, LLC 0.01% No change 4,172 $59K
TFC Financial Management, Inc. 0.01% New 4,006 $57K
PNC Financial Services Group, Inc. 0.00% Add +18.4% 3,890 $55K
MetLife Investment Management, LLC 0.00% Add +54.7% 3,850 $55K
Amalgamated Bank 0.00% Reduce -48.4% 3,813 $54K
Itau Unibanco Holding S.A. 0.00% Reduce -7.8% 3,533 $50K
V-Square Quantitative Management LLC 0.01% Reduce -71.2% 3,368 $48K
US Bancorp \de 0.00% Reduce -51.5% 3,049 $43K
Versant Capital Management, Inc 0.01% Add +69.1% 2,991 $42K
Westpac Banking Corp. 0.00% No change 2,841 $40K
Parallel Advisors, LLC 0.00% Reduce -12.4% 2,590 $37K
S.A. Mason LLC 0.02% No change 2,500 $35K
Signaturefd, LLC 0.00% Reduce -46.7% 2,329 $33K
CoreCap Advisors, LLC 0.00% Reduce -56.0% 2,280 $32K
SouthState Bank Corp 0.00% Add +2044.8% 2,059 $29K
North Capital, Inc. 0.02% Add +287.2% 1,820 $26K
Allworth Financial LP 0.00% Reduce -3.6% 1,745 $25K
Parkside Financial Bank & Trust 0.00% Add +1516.0% 1,713 $24K
Smartleaf Asset Management LLC 0.00% Add +15.8% 1,511 $21K
Comerica Bank 0.00% Add +457.3% 1,215 $17K
Brooklyn Investment Group 0.00% Reduce -66.2% 1,147 $16K
Fifth Third Bancorp 0.00% New 1,071 $15K
Miller Wealth Advisors, LLC 0.01% New 1,000 $14K
Harbour Investments, Inc. 0.00% New 1,000 $14K
ORG Partners LLC 0.00% Add +134.8% 932 $13K
Halbert Hargrove Global Advisors, LLC 0.00% New 923 $13K
Private Wealth Asset Management, LLC 0.00% Reduce -11.0% 841 $12K
EverSource Wealth Advisors, LLC 0.00% Reduce -27.9% 832 $12K
Caitong International Asset Management Co., Ltd 0.01% Reduce -94.3% 784 $11K
Arax Advisory Partners 0.00% Add +35.5% 523 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 500 $7K
Bartlett & Co. Wealth Management LLC 0.00% No change 500 $7K
Spire Wealth Management 0.00% No change 480 $7K
TD Waterhouse Canada Inc. 0.00% No change 437 $6K
Lanark Financial, Inc. 0.00% Add +131.0% 462 $6K
CI Investments Inc. 0.00% Reduce -1.5% 389 $6K
Fortitude Family Office, LLC 0.00% Reduce -16.1% 418 $6K
First Horizon Advisors, Inc. 0.00% Reduce -13.7% 409 $6K
Larson Financial Group LLC 0.00% Add +5728.6% 408 $6K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 400 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 286 $5K
Avion Wealth 0.00% No change 400 $5K
Stephens Consulting, LLC 0.00% Add +480.0% 348 $5K
Ancora Advisors LLC 0.00% Add +5.8% 328 $5K
Berbice Capital Management LLC 0.00% New 300 $4K
Bruce G. Allen Investments, LLC 0.00% No change 288 $4K
MAI Capital Management 0.00% Reduce -25.0% 276 $4K
Rakuten Securities, Inc. 0.00% Reduce -48.1% 270 $4K
Ameritas Advisory Services, LLC 0.00% New 237 $3K
Tortoise Investment Management, LLC 0.00% Add +5.5% 211 $3K
Scarborough Advisors, LLC 0.00% New 200 $3K
NFSG Corp 0.00% New 200 $3K
WPG Advisers, LLC 0.00% No change 195 $3K
Cheviot Value Management, LLC 0.00% New 158 $3K
Red Tortoise LLC 0.00% No change 185 $3K
NewEdge Advisors, LLC 0.00% No change 150 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.1% 131 $2K
Principal Securities, Inc. 0.00% Reduce -95.6% 122 $2K
Whipplewood Advisors, LLC 0.00% Add +3400.0% 105 $1K
Golden State Wealth Management, LLC 0.00% No change 100 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $1K
Bare Financial Services, Inc 0.00% New 84 $1K
Physician Wealth Advisors, Inc. 0.00% New 78 $1K
CVA Family Office, LLC 0.00% Add +95.0% 78 $1K
Hantz Financial Services, Inc. 0.00% No change 54 $1K
True Wealth Design, LLC 0.00% Add +3250.0% 67 $951
Rothschild Investment LLC 0.00% Add +100.0% 60 $851
Elevation Point Wealth Partners, LLC 0.00% New 59 $837
Johnson Financial Group, Inc. 0.00% New 58 $823
Asset Dedication, LLC 0.00% No change 48 $681
MV Capital Management, Inc. 0.00% Add +8.1% 40 $568
WealthCollab, LLC 0.00% No change 23 $327
JFS Wealth Advisors, LLC 0.00% Reduce -71.0% 11 $156
Creative Financial Designs Inc. 0.00% New 10 $142
Fourth Dimension Wealth, LLC 0.00% No change 4 $57
Atlantic Union Bankshares Corp 0.00% New 3 $43
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $28
SJS Investment Consulting Inc. 0.00% Reduce -66.7% 1 $15
Rialto Wealth Management, LLC 0.00% New 1 $15
Parkworth Wealth Management, Inc. 0.00% No change 1 $14
HFM Investment Advisors, LLC 0.00% New 1 $14
Banque Cantonale Vaudoise 0.00% No change 1 $0
Hemington Wealth Management 0.00% Reduce -14.3% 24 $0
Covestor Ltd 0.00% Add +3.2% 32 $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.