Rocket Companies, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $414.47M | 0.02% | 29,085,936 NS | $1.99T | FIGI |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | VO | $282.72M | 0.14% | 19,839,909 NS | $198.27B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $153.83M | 0.19% | 10,794,993 NS | $81.50B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $148.45M | 0.09% | 10,417,742 NS | $157.80B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $121.10M | 0.05% | 8,498,544 NS | $225.69B | FIGI |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VOT | $99.57M | 0.34% | 6,987,420 NS | $29.25B | FIGI |
| Disciplined Value Mid Cap Fund John Hancock Funds III | — | $92.24M | 0.42% | 6,472,895 NS | $21.89B | FIGI |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price Equity Funds, Inc. | — | $84.66M | 0.45% | 5,941,310 NS | $18.77B | FIGI |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | — | $79.35M | 0.62% | 5,568,674 NS | $12.77B | FIGI |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | — | $68.93M | 0.60% | 4,837,416 NS | $11.41B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $51.41M | 0.11% | 3,607,677 NS | $48.22B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $50.32M | 0.03% | 3,530,894 NS | $153.97B | FIGI |
| JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust | — | $48.69M | 0.24% | 3,417,181 NS | $20.18B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $46.38M | 0.14% | 3,255,014 NS | $33.37B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $44.12M | 0.49% | 3,096,482 NS | $9.06B | FIGI |
| Baron Real Estate Fund BARON SELECT FUNDS | — | $37.27M | 1.73% | 2,615,200 NS | $2.16B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $36.09M | 0.03% | 2,532,529 NS | $129.17B | FIGI |
| Fidelity Contrafund K6 Fidelity Contrafund | — | $32.32M | 0.10% | 2,268,154 NS | $33.57B | FIGI |
| Davis Financial Fund DAVIS SERIES INC | — | $32.14M | 2.92% | 2,255,659 NS | $1.10B | FIGI |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | — | $31.76M | 0.13% | 2,228,800 NS | $24.80B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $30.91M | 0.04% | 2,168,840 NS | $69.79B | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $26.71M | 0.10% | 1,874,200 NS | $26.28B | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $25.56M | 0.43% | 1,793,976 NS | $5.88B | FIGI |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | — | $23.56M | 0.29% | 1,653,429 NS | $8.07B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $19.32M | 0.14% | 1,356,018 NS | $14.16B | FIGI |
| Carillon Scout Mid Cap Fund Carillon Series Trust | — | $19.28M | 0.51% | 1,353,016 NS | $3.75B | FIGI |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | — | $18.93M | 0.61% | 1,328,545 NS | $3.12B | FIGI |
| BlackRock Enhanced Large Cap Core Fund, Inc. — | — | $18.55M | 1.99% | 1,302,090 NS | $933.60M | FIGI |
| Voya Large Cap Growth Portfolio Voya Investors Trust | — | $17.85M | 0.56% | 1,252,487 NS | $3.16B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $17.28M | 0.02% | 1,212,445 NS | $79.62B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $15.37M | 0.02% | 1,078,485 NS | $64.18B | FIGI |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | — | $14.19M | 1.77% | 996,136 NS | $800.15M | FIGI |
| DIAMOND HILL SELECT FUND Diamond Hill Funds | — | $13.50M | 2.37% | 947,601 NS | $569.83M | FIGI |
| T. Rowe Price Institutional Small-Cap Stock F… T. Rowe Price Equity Funds, Inc. | — | $13.29M | 0.31% | 932,852 NS | $4.33B | FIGI |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | KBE | $11.99M | 0.93% | 841,292 NS | $1.28B | FIGI |
| JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust | JGRO | $9.91M | 0.12% | 695,171 NS | $8.18B | FIGI |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | — | $9.57M | 0.17% | 671,609 NS | $5.59B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $9.54M | 0.02% | 669,813 NS | $42.78B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $9.54M | 0.10% | 669,147 NS | $9.23B | FIGI |
| Calvert Balanced Fund Calvert Social Investment Fund | — | $8.84M | 0.64% | 620,040 NS | $1.37B | FIGI |
| HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC | — | $8.69M | 1.33% | 610,031 NS | $651.79M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $8.16M | 0.02% | 572,932 NS | $36.29B | FIGI |
| Eaton Vance Enhanced Equity Income Fund — | — | $8.08M | 1.01% | 567,042 NS | $802.65M | FIGI |
| Artisan Global Opportunities Fund Artisan Partners Funds Inc. | — | $8.02M | 0.53% | 562,742 NS | $1.53B | FIGI |
| Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | — | $7.88M | 0.91% | 552,800 NS | $864.07M | FIGI |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | — | $7.37M | 0.13% | 517,000 NS | $5.70B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $7.35M | 0.01% | 516,090 NS | $58.89B | FIGI |
| Stock Portfolio Stock Portfolio | — | $7.26M | 1.01% | 509,415 NS | $718.74M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $6.27M | 0.02% | 439,973 NS | $30.28B | FIGI |
| Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust | — | $6.11M | 0.46% | 428,846 NS | $1.34B | FIGI |