As of the latest SEC filings, Rocket Companies, Inc. (RKT) is held by 536 institutional funds. The largest fund shareholder is Dodge & Cox International Stock Fund (DODFX), holding an estimated $472,272,081.94 in market value, representing 0.77% of its portfolio.
Funds holding Rocket Companies, Inc. (RKT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- RKT
- CIK:
- 0001805284
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DODFX
Dodge & Cox International Stock Fund
|
MF | Independent / Boutique | 0.77% | $472,272,081.94 | 6,959,232 | Mar 31, 2026 | Jun 1, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $414,474,588.00 | 29,085,936 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.14% | $282,718,703.25 | 19,839,909 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.19% | $153,828,650.25 | 10,794,993 | Mar 31, 2026 | May 28, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.09% | $148,452,823.50 | 10,417,742 | Mar 31, 2026 | May 26, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.05% | $121,104,252.00 | 8,498,544 | Mar 31, 2026 | May 28, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.34% | $99,570,735.00 | 6,987,420 | Mar 31, 2026 | May 28, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 0.42% | $92,238,753.75 | 6,472,895 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.23% | $92,236,505.94 | 5,070,726 | Feb 28, 2026 | Apr 24, 2026 |
|
BLCR
iShares Large Cap Core Active ETF
|
ETF | BlackRock / iShares | 1.79% | $92,035,707.04 | 6,295,192 | Apr 30, 2026 | Jun 25, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.41% | $85,472,445.30 | 4,698,870 | Feb 28, 2026 | Apr 24, 2026 |
|
TRGOX
T. Rowe Price Large-Cap Growth Fund
|
MF | T. Rowe Price | 0.45% | $84,663,667.50 | 5,941,310 | Mar 31, 2026 | May 28, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.62% | $79,353,604.50 | 5,568,674 | Mar 31, 2026 | May 28, 2026 |
|
DODWX
Dodge & Cox Global Stock Fund
|
MF | Independent / Boutique | 0.65% | $77,438,367.02 | 1,141,104 | Mar 31, 2026 | Jun 1, 2026 |
|
VAFCX
Invesco American Franchise Fund
|
MF | Invesco | 0.42% | $68,991,395.80 | 3,792,820 | Feb 28, 2026 | Apr 28, 2026 |
|
OSGIX
JPMorgan Mid Cap Growth Fund
|
MF | JPMorgan | 0.60% | $68,933,178.00 | 4,837,416 | Mar 31, 2026 | May 29, 2026 |
|
-
JNL/Causeway International Value Select Fund
|
ETF | Independent / Boutique | 2.57% | $65,593,204.19 | 973,325 | Mar 31, 2026 | May 28, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $51,409,397.25 | 3,607,677 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.10% | $50,986,021.92 | 3,487,416 | Apr 30, 2026 | Jun 26, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.03% | $50,315,239.50 | 3,530,894 | Mar 31, 2026 | May 28, 2026 |
|
HMDCX
THE HARTFORD MIDCAP FUND
|
MF | Independent / Boutique | 1.42% | $50,232,053.90 | 3,435,845 | Apr 30, 2026 | Jun 25, 2026 |
|
JGACX
JPMorgan Growth Advantage Fund
|
MF | JPMorgan | 0.24% | $48,694,829.25 | 3,417,181 | Mar 31, 2026 | May 29, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.49% | $44,124,868.50 | 3,096,482 | Mar 31, 2026 | May 22, 2026 |
|
BMGKX
BlackRock Mid-Cap Growth Equity Portfolio
|
MF | BlackRock / iShares | 0.70% | $41,418,648.19 | 2,277,001 | Feb 27, 2026 | Apr 24, 2026 |
|
LVHI
Franklin International Low Volatility High Dividend Index ETF
|
ETF | Franklin Templeton | 0.90% | $41,231,531.72 | 614,520 | Mar 31, 2026 | May 21, 2026 |
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