Rocket Companies, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Eaton Vance Risk-Managed Diversified Equity I… — | — | $6.04M | 1.00% | 423,816 NS | $603.22M | FIGI |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | — | $5.91M | 0.69% | 415,039 NS | $861.12M | FIGI |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $5.81M | 0.61% | 407,712 NS | $959.48M | FIGI |
| Trenchless Fund ETF Advisor Managed Portfolios | RVER | $5.60M | 4.97% | 393,250 NS | $112.65M | FIGI |
| LONE PEAK VALUE FUND World Funds Trust | — | $5.33M | 3.68% | 374,000 NS | $144.68M | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $5.30M | 0.35% | 371,593 NS | $1.50B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $4.78M | 0.18% | 335,126 NS | $2.63B | FIGI |
| T. Rowe Price Diversified Mid-Cap Growth Fund… T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH … | — | $4.61M | 0.11% | 323,200 NS | $4.26B | FIGI |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $4.53M | 0.14% | 317,589 NS | $3.17B | FIGI |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, IN… | — | $4.43M | 0.25% | 311,200 NS | $1.75B | FIGI |
| Alger Capital Appreciation Portfolio ALGER PORTFOLIOS | — | $4.42M | 0.67% | 310,163 NS | $659.92M | FIGI |
| Victory RS Large Cap Alpha Fund Victory Portfolios | — | $4.40M | 0.82% | 308,540 NS | $538.22M | FIGI |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | — | $4.19M | 0.34% | 294,239 NS | $1.22B | FIGI |
| AST Large-Cap Growth Portfolio Advanced Series Trust | — | $4.09M | 0.06% | 287,246 NS | $6.99B | FIGI |
| Goldman Sachs Variable Insurance Trust Mid Ca… Goldman Sachs Variable Insurance Trust | — | $3.89M | 0.88% | 273,287 NS | $442.92M | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $3.85M | 0.01% | 270,049 NS | $26.03B | FIGI |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | — | $3.78M | 0.05% | 264,963 NS | $7.60B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $3.67M | 0.02% | 257,872 NS | $17.05B | FIGI |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | — | $3.42M | 0.45% | 239,925 NS | $758.35M | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $3.23M | 0.01% | 226,436 NS | $30.85B | FIGI |
| Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | — | $3.12M | 0.62% | 219,200 NS | $502.68M | FIGI |
| State Street(R) SPDR(R) S&P Kensho New Econom… SPDR SERIES TRUST | KOMP | $3.12M | 0.13% | 218,627 NS | $2.35B | FIGI |
| Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | — | $2.68M | 0.64% | 188,302 NS | $418.59M | FIGI |
| Alger AI Enablers & Adopters ETF Alger ETF Trust | ALAI | $2.64M | 0.95% | 185,075 NS | $277.36M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $2.44M | 0.08% | 171,571 NS | $3.03B | FIGI |
| Vaughan Nelson Mid Cap Fund Natixis Funds Trust II | — | $2.35M | 1.26% | 165,110 NS | $186.47M | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $2.28M | 0.14% | 160,052 NS | $1.67B | FIGI |
| Columbia Variable Portfolio - Select Mid Cap … Columbia Funds Variable Series Trust II | — | $2.27M | 0.51% | 159,470 NS | $447.01M | FIGI |
| Alger Concentrated Equity ETF Alger ETF Trust | CNEQ | $2.24M | 0.58% | 157,406 NS | $387.59M | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $2.24M | 0.17% | 157,022 NS | $1.35B | FIGI |
| Growth Fund HOMESTEAD FUNDS INC | — | $2.01M | 0.52% | 141,376 NS | $386.99M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $1.91M | 0.19% | 133,897 NS | $1.00B | FIGI |
| T. Rowe Price Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | TGRT | $1.75M | 0.18% | 122,630 NS | $991.95M | FIGI |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | — | $1.72M | 0.43% | 121,011 NS | $400.70M | FIGI |
| Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC | — | $1.65M | 2.91% | 115,650 NS | $56.61M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $1.63M | 0.02% | 114,400 NS | $7.43B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $1.60M | 0.01% | 112,392 NS | $27.78B | FIGI |
| Alger Mid Cap Growth Portfolio ALGER PORTFOLIOS | — | $1.54M | 1.09% | 107,914 NS | $140.47M | FIGI |
| EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | — | $1.53M | 0.87% | 107,376 NS | $175.67M | FIGI |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | — | $1.48M | 0.28% | 104,079 NS | $527.22M | FIGI |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | — | $1.44M | 0.88% | 101,036 NS | $163.01M | FIGI |
| DIAMOND HILL MID CAP FUND Diamond Hill Funds | — | $1.40M | 1.95% | 97,933 NS | $71.61M | FIGI |
| LVIP T. Rowe Price Structured Mid-Cap Growth … LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.37M | 0.10% | 95,862 NS | $1.30B | FIGI |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | — | $1.36M | 0.08% | 95,430 NS | $1.64B | FIGI |
| SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.29M | 0.09% | 90,869 NS | $1.39B | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $1.29M | 0.01% | 90,624 NS | $11.33B | FIGI |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | BTAL | $1.23M | 0.30% | 85,995 NS | $407.99M | FIGI |
| SIMT Multi-Strategy Alternatives Fund SEI INSTITUTIONAL MANAGED TRUST | — | $1.22M | 0.52% | 85,821 NS | $235.22M | FIGI |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | GABF | $1.21M | 2.44% | 85,000 NS | $49.61M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $1.11M | 0.30% | 78,205 NS | $373.51M | FIGI |