Filing Research | RKT - ROCKET COS INC Institutional Holdings

Snapshot holdings

50 / 159 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	4.8MSH	$74.9M
2	Artemis Investment Management LLP	Shares	2.0MSH	$31.1M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.9MSH	$29.9M
4	D.A. DAVIDSON & CO.	Shares	751.0KSH	$11.8M
5	GFG Capital, LLC	Shares	606.6KSH	$9.6M
6	PEREGRINE INVESTMENT MANAGEMENT INC	Shares	575.0KSH	$9.1M
7	LINCOLN CAPITAL CORP	Shares	282.4KSH	$4.4M
8	Royal Fund Management, LLC	Shares	263.6KSH	$4.2M
9	Asio Capital, LLC	Shares	240.5KSH	$3.8M
10	MFG WEALTH MANAGEMENT, INC.	Shares	234.5KSH	$3.7M
11	IFM Investors Pty Ltd	Shares	206.5KSH	$3.3M
12	UDINE WEALTH MANAGEMENT, INC.	Shares	187.6KSH	$3.0M
13	Baker Chad R	Shares	159.1KSH	$2.5M
14	BLUE JEAN FINANCIAL LLC	Shares	156.0KSH	$2.5M
15	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	150.0KSH	$2.4M
16	Police & Firemen's Retirement System of New Jersey	Shares	143.3KSH	$2.3M
17	Y-Intercept (Hong Kong) Ltd	Shares	139.4KSH	$2.2M
18	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	124.1KSH	$2.0M
19	Oak Thistle LLC	Shares	123.2KSH	$1.9M
20	Great Point Wealth Advisors, LLC	Shares	121.9KSH	$1.9M
21	PFG Advisors	Shares	118.1KSH	$1.9M
22	LBP AM SA	Shares	95.4KSH	$1.5M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	90.5KSH	$1.4M
24	Cannon Advisors, Inc.	Shares	96.6KSH	$1.4M
25	Fideuram Asset Management (Ireland) dac	Shares	88.0KSH	$1.2M
26	HCR Wealth Advisors	Shares	75.3KSH	$1.2M
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	62.6KSH	$986.3K
28	MBM WEALTH CONSULTANTS, LLC	Shares	60.6KSH	$954.5K
29	Second Half Financial Partners, LLC	Shares	53.1KSH	$836.8K
30	GAMMA Investing LLC	Shares	53.0KSH	$834.0K
31	Wealthcare Advisory Partners LLC	Shares	52.4KSH	$825.4K
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	57.3KSH	$825.2K
33	TITLEIST ASSET MANAGEMENT, LLC	Shares	46.0KSH	$723.8K
34	Sequoia Financial Advisors, LLC	Shares	44.8KSH	$706.2K
35	Colonial River Investments, LLC	Shares	44.2KSH	$695.8K
36	Trust Asset Management LLC	Shares	528SH	$682.8K
37	CAPITAL ADVISORS INC/OK	Shares	39.9KSH	$629.1K
38	MassMutual Private Wealth & Trust, FSB	Shares	39.1KSH	$616.4K
39	ABN AMRO INVESTMENT SOLUTIONS	Shares	37.4KSH	$589.4K
40	Sivia Capital Partners, LLC	Shares	36.7KSH	$577.4K
41	HMS Capital Management, LLC	Shares	36.4KSH	$572.7K
42	Amplius Wealth Advisors, LLC	Shares	35.5KSH	$558.4K
43	QRG CAPITAL MANAGEMENT, INC.	Shares	34.9KSH	$549.0K
44	Merit Financial Group, LLC	Shares	34.4KSH	$542.3K
45	Wealth Management Associates, Inc.	Shares	33.9KSH	$533.3K
46	EQUITABLE TRUST CO	Shares	32.9KSH	$517.5K
47	Encompass More Asset Management	Shares	32.6KSH	$514.1K
48	Apollon Wealth Management, LLC	Shares	31.8KSH	$501.0K
49	Clear Trail Advisors, LLC	Shares	29.6KSH	$466.7K
50	Farther Finance Advisors, LLC	Shares	28.7KSH	$451.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 184 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+4.8M	+$74.9M	$74.9M
2	Artemis Investment Management LLP added	Shares	+483.8K	+$9.9M	$31.1M
3	PEREGRINE INVESTMENT MANAGEMENT INC new	Shares	+575.0K	+$9.1M	$9.1M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+139.4K	+$2.2M	$2.2M
5	Oak Thistle LLC added	Shares	+112.8K	+$1.8M	$1.9M
6	Cannon Advisors, Inc. new	Shares	+96.6K	+$1.4M	$1.4M
7	Fideuram Asset Management (Ireland) dac new	Shares	+88.0K	+$1.2M	$1.2M
8	GFG Capital, LLC added	Shares	+16.0K	+$1.1M	$9.6M
9	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+61.6K	+$1.1M	$2.0M
10	D.A. DAVIDSON & CO. trimmed	Shares	-5.9K	+$1.0M	$11.8M
11	MFG WEALTH MANAGEMENT, INC. added	Shares	+39.4K	+$914.0K	$3.7M
12	Asio Capital, LLC added	Shares	+35.7K	+$868.9K	$3.8M
13	IFM Investors Pty Ltd added	Shares	+27.4K	+$699.7K	$3.3M
14	Trust Asset Management LLC new	Shares	+528	+$682.8K	$682.8K
15	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. added	Shares	+29.0K	+$638.3K	$2.4M
16	BLUE JEAN FINANCIAL LLC added	Shares	+26.8K	+$615.8K	$2.5M
17	Amplius Wealth Advisors, LLC new	Shares	+35.5K	+$558.4K	$558.4K
18	Clear Trail Advisors, LLC new	Shares	+29.6K	+$466.7K	$466.7K
19	LINCOLN CAPITAL CORP added	Shares	+1.3K	+$442.6K	$4.4M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+31.3K	+$436.1K	$825.2K
21	UDINE WEALTH MANAGEMENT, INC. added	Shares	+8.8K	+$406.4K	$3.0M
22	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+24.9K	+$395.7K	$435.0K
23	Lakeshore Financial Planning, Inc. new	Shares	+18.8K	+$295.7K	$295.7K
24	CAPITAL ADVISORS INC/OK added	Shares	+15.9K	+$287.2K	$629.1K
25	J.W. COLE ADVISORS, INC. new	Shares	+17.7K	+$279.2K	$279.2K
26	Apollon Wealth Management, LLC added	Shares	+16.0K	+$276.0K	$501.0K
27	Royal Fund Management, LLC trimmed	Shares	-9.0K	+$266.6K	$4.2M
28	MBM WEALTH CONSULTANTS, LLC added	Shares	+10.5K	+$240.0K	$954.5K
29	Baker Chad R unchanged	Shares	0	+$238.7K	$2.5M
30	Aaron Wealth Advisors LLC new	Shares	+14.8K	+$232.4K	$232.4K
31	LBP AM SA added	Shares	+6.0K	+$228.5K	$1.5M
32	MISSION WEALTH MANAGEMENT, LP new	Shares	+13.6K	+$215.0K	$215.0K
33	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-896	+$202.2K	$2.3M
34	FULTON BANK, N.A. new	Shares	+12.7K	+$199.6K	$199.6K
35	HCR Wealth Advisors added	Shares	+6.0K	+$198.5K	$1.2M
36	Great Point Wealth Advisors, LLC unchanged	Shares	0	+$182.8K	$1.9M
37	JOHNSON INVESTMENT COUNSEL INC new	Shares	+11.4K	+$180.0K	$180.0K
38	LRI Investments, LLC added	Shares	+11.3K	+$179.4K	$191.3K
39	PFG Advisors trimmed	Shares	-32	+$176.7K	$1.9M
40	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+8.2K	+$172.6K	$589.4K
41	Envestnet Portfolio Solutions, Inc. new	Shares	+10.4K	+$163.7K	$163.7K
42	SCHNIEDERS CAPITAL MANAGEMENT, LLC. new	Shares	+10.2K	+$160.0K	$160.0K
43	City State Bank added	Shares	+10.0K	+$159.8K	$181.9K
44	DAVENPORT & Co LLC added	Shares	+8.0K	+$147.1K	$349.4K
45	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$135.7K	$1.4M
46	CoreCap Advisors, LLC added	Shares	+5.7K	+$91.9K	$113.9K
47	Colonial River Investments, LLC added	Shares	+1.5K	+$87.2K	$695.8K
48	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-975	+$80.0K	$986.3K
49	Wedmont Private Capital added	Shares	+6.9K	+$80.0K	$450.7K
50	Hilltop National Bank added	Shares	+4.9K	+$77.3K	$77.4K

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