RKT Rocket Companies, Inc. Class A Common Stock

NYSE · Financial Services · Lihat di SEC EDGAR ↗
$14,22
Harga · Agu 18, 2026
Fundamental per Agu 7, 2026
Rentang 52M
$12–$24
17% of range
Peringkat Analis
HOLD
22 analysts
Target Harga
$18
+24% upside
P/E (TTM)
-387.2
ROE
-0.45%
Margin Laba Bersih
-54.4%

RKT Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$14.21
Kapitalisasi Pasar
—
P/E (TTM)
-387.2
EPS (TTM)
$-0.05
Pendapatan (TTM)
—
Imbal Hasil Dividen
—
ROE
-0.45%
D/E Utang/Ekuitas
—
Rentang 52M
$12 – $24

RKT Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih —
EPS $-0.05
6-point trend, -102.8%
2020-12-31 → 2025-12-31
Arus Kas Bebas $-4.02B
5-point trend, -125.3%
2020-12-31 → 2025-12-31
Margin -54.4%
4-point trend, -91.8%
2020-12-31 → 2023-12-31

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
RKT
Median Rekan
P/E (TTM)
5-point trend, -6516.4%
-387.2
9.5

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
RKT
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, -123.1%
-54.4%
1.5%
ROA
5-point trend, -123.2%
-0.16%
0.32%
ROE
5-point trend, -116.2%
-0.45%
3.4%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
RKT
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
RKT
Median Rekan
Revenue YoY (Pendapatan YoY)
27.6%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
-12.1%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
8.3%
—

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
RKT
Median Rekan
EPS (Diluted)
5-point trend, -102.2%
$-0.05
—

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
RKT
Median Rekan

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
—
Rasio Pembayaran Dividen
—
CAGR Dividen 5T
—
Tanggal ex-dividenJumlah
20 Maret 2025$0,8000
7 Maret 2022$1,0100
8 Maret 2021$1,1100

RKT Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 22 analis
  • Beli Kuat 5 22,7%
  • Beli 7 31,8%
  • Tahan 10 45,5%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

14 analis · 2026-08-15
Target median $18.10 +27,3%
Target rata-rata $17.66 +24,2%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.01%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $0.16 $0.17 -0.01%
31 Maret 2026 $0.15 $0.12 0.03%
31 Des. 2025 $0.11 $0.09 0.02%
30 Sep. 2025 $0.07 $0.05 0.02%
30 Juni 2025 $0.04 $0.03 0.01%
31 Maret 2025 $0.04 $0.04 -0.00%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
RKT — -387.2 27.6% -54.4% -0.45% —
ACT $5.64B 8.8 2.8% 54.6% 12.8% —
MTG $6.41B 9.3 0.49% 60.8% 14.3% —
RDN $4.88B 8.7 -0.76% 48.7% 12.4% —
PFSI $6.86B 14.2 -25.2% 2491.9% 12.0% —
NMIH $3.11B 8.3 8.5% 55.0% 15.5% —
MBIN — — — — — —
AGM — 10.6 8.9% 50.8% 12.7% —
UWMC — 36.5 18.2% 0.87% 1.6% —

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 12
Data Laporan Laba Rugi Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
Gross Profit 6-point trend, +10.3% · $2.31B $1.31B $2.60B $8.26B $11.06B $2.10B
SG&A Expense 7-point trend, +110.1% $1.44B $893M $803M $906M $1.18B $1.05B $685M
Operating Expenses 7-point trend, +65.9% $6.91B $4.43B $4.20B $5.10B $6.73B $6.12B $4.16B
Interest Income 7-point trend, +99.8% $501M $413M $327M $351M $430M $330M $251M
Pretax Income 7-point trend, -123.7% $-214M $668M $-403M $742M $6.18B $9.53B $904M
Income Tax 7-point trend, +173.6% $20M $32M $-13M $42M $113M $132M $7M
Net Income 7-point trend, -68000000.00 $-68M $29M $-16M $46M $308M $198M $0
EPS (Basic) 6-point trend, -102.8% $-0.05 $0.21 $-0.12 $0.39 $2.36 $1.77 ·
EPS (Diluted) 6-point trend, -102.8% $-0.05 $0.21 $-0.15 $0.28 $2.32 $1.76 ·
Shares (Basic) 6-point trend, +1081.5% 1,322,362,708 141,037,083 128,641,762 120,577,548 130,578,206 111,926,619 ·
Shares (Diluted) 6-point trend, +1037.6% 1,322,362,708 141,037,083 1,980,523,690 1,971,620,573 1,989,433,567 116,238,493 ·
EBITDA $104M · · · · · ·
Neraca 15
Data Neraca Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
Cash & Equivalents 7-point trend, +93.3% $2.70B $1.27B $1.11B $722M $2.13B $1.97B $1.39B
PP&E (Net) 7-point trend, +47.4% $260M $214M $251M $274M $254M $211M $176M
PP&E (Gross) 7-point trend, +57.9% $955M $834M $787M $737M $822M $709M $605M
Accum. Depreciation 7-point trend, +62.2% $695M $620M $536M $463M $567M $498M $429M
Goodwill 6-point trend, +59014.2% $10.61B $1.14B $1.10B $1.10B $1.10B $18M ·
Intangibles 5-point trend, +1402.8% $2.22B $91M $100M $123M $148M · ·
Total Assets 7-point trend, +201.6% $60.69B $24.51B $19.23B $20.08B $32.77B $37.53B $20.12B
Deferred Tax 7-point trend, +6961.6% $850M $18M $16M $16M $28M $10M $12M
Total Liabilities 7-point trend, +127.5% $37.79B $15.47B $10.93B $11.61B $23.02B $29.65B $16.61B
Long-term Debt $10.42B · · · · · ·
Paid-in Capital 7-point trend, +22774000000.00 $22.77B $389M $341M $276M $288M $283M $0
Retained Earnings 7-point trend, +124000000.00 $124M $313M $284M $300M $378M $207M $0
AOCI 6-point trend, +68.2% · $-48.0K $52.0K $69.0K $81.0K $317.0K $-151.0K
Stockholders' Equity 7-point trend, +551.3% $22.90B $9.04B $8.30B $8.47B $9.76B $7.88B $3.52B
Liabilities + Equity 7-point trend, +201.6% $60.69B $24.51B $19.23B $20.08B $32.77B $37.53B $20.12B
Arus Kas 15
Data Arus Kas Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
D&A 7-point trend, +38.8% $104M $89M $88M $94M $75M $74M $75M
Stock-based Comp 7-point trend, +763.9% $343M $145M $180M $216M $164M $136M $40M
Deferred Tax 7-point trend, +1654.4% $12M $29M $-18M $36M $48M $67M $684.0K
Amort. of Intangibles 6-point trend, +3922.5% $186M $24M $22M $25M $4M $5M ·
Other Non-cash $-4.32B · · · · · ·
Operating Cash Flow 7-point trend, +43.7% $-3.93B $-2.63B $111M $10.82B $7.74B $-1.68B $-6.98B
CapEx 7-point trend, +86.3% $91M $68M $60M $93M $118M $106M $49M
Investing Cash Flow 7-point trend, -3621.9% $-2.53B $-496M $861M $579M $-665M $517M $72M
Stock Issued 7-point trend, +55000000.00 $55M $41M $25M $38M $42M $0 $0
Stock Repurchased 6-point trend, +0.00 · $0 $0 $178M $232M $0 $0
Net Stock Activity 5-point trend, +102.7% $55M · $25M $-140M $-190M $-2.02B ·
Financing Cash Flow 7-point trend, +12.1% $8.10B $3.28B $-624M $-12.82B $-6.92B $1.76B $7.23B
Net Change in Cash 7-point trend, +415.0% $1.65B $152M $348M $-1.42B $157M $598M $319M
Taxes Paid 7-point trend, -81.8% $2M $6M $-1M $13M $77M $56M $11M
Free Cash Flow 5-point trend, -125.3% $-4.02B · $50M $10.73B $7.63B $-1.78B ·
Profitabilitas 6
Data Profitabilitas Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
Gross Margin 4-point trend, -91.8% · · 1081.5% 1411.1% 4886.8% 13158.9% ·
Net Margin 5-point trend, -123.1% -54.4% · -12.8% 25.2% 182.4% 235.5% ·
Pretax Margin 5-point trend, -101.5% -171.2% · -333.4% 402.8% 3661.0% 11337.8% ·
EBITDA Margin 83.2% · · · · · ·
ROA 5-point trend, -123.2% -0.16% · -0.08% 0.18% 0.88% 0.69% ·
ROE 5-point trend, -116.2% -0.45% · -0.18% 0.53% 3.2% 2.8% ·
Efisiensi 1
Data Efisiensi Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
Asset Turnover 5-point trend, +0.0% 0.0 · 0.0 0.0 0.0 0.0 ·
Per Saham 3
Data Per Saham Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
Revenue / Share 5-point trend, -86.9% $0.09 · $0.06 $0.09 $0.08 $0.72 ·
Cash Flow / Share 5-point trend, +79.4% $-2.97 · $0.06 $5.49 $3.89 $-14.43 ·
EPS (TTM) 6-point trend, -102.8% $-0.05 $0.21 $-0.15 $0.28 $2.32 $1.76 ·
Tingkat Pertumbuhan 7
Data Tingkat Pertumbuhan Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
Revenue YoY 5-point trend, -72.7% 27.6% -19.0% -34.3% 9.0% 101.0% · ·
Revenue CAGR 3Y 3-point trend, -193.9% -12.1% -16.6% 12.9% · · · ·
Revenue CAGR 5Y 8.3% · · · · · ·
EPS YoY 2-point trend, -376.3% · · · -87.9% 31.8% · ·
EPS CAGR 3Y · -55.1% · · · · ·
Net Income YoY 2-point trend, -252.5% · · · -84.9% 55.7% · ·
Net Income CAGR 3Y · -54.5% · · · · ·
Valuasi (TTM) 4
Data Valuasi (TTM) Tahunan untuk RKT
Metrik Tren 2025202420232022202120202019
Revenue TTM 6-point trend, +48.7% $125M $98M $121M $184M $169M $84M ·
Net Income TTM 6-point trend, -134.4% $-68M $29M $-16M $46M $308M $198M ·
P/E 6-point trend, -3470.3% -387.2 53.6 -96.5 25.0 6.0 11.5 ·
Earnings Yield 6-point trend, -103.0% -0.26% 1.9% -1.0% 4.0% 16.6% 8.7% ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Margin Kotor % ——1081.5%1411.1%4886.8%
Laba Bersih $-68M$29M$-16M$46M$308M
EPS Dilusian $-0.05$0.21$-0.15$0.28$2.32
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $-4.02B—$50M$10.73B$7.63B

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Pemilik institusional (13F) 890 pengaju · $11.1B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
137 (-27 vs Kuartal sebelumnya) 132 (+26 vs Kuartal sebelumnya) 307 (-1 vs Kuartal sebelumnya) 265 (-7 vs Kuartal sebelumnya) +249.7M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
Capital World Investors $1.091.987.820 69.332.560 9,80% Saham
VANGUARD CAPITAL MANAGEMENT LLC $672.363.059 42.689.718 6,04% Saham
ValueAct Holdings, L.P. $656.283.191 41.668.774 5,89% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $637.928.566 40.503.401 5,73% Saham
FMR LLC $546.105.530 34.673.367 4,90% Saham
Capital International Investors $526.173.354 33.407.832 4,72% Saham
STATE STREET CORP $350.726.938 22.268.377 3,15% Saham
COOPERMAN LEON G $331.011.450 21.016.600 2,97% Saham
GOLDMAN SACHS GROUP INC $311.521.817 19.779.163 2,80% Saham
NORGES BANK $275.708.853 17.505.324 2,48% Saham
Durable Capital Partners LP $259.689.749 16.488.238 2,33% Saham
GEODE CAPITAL MANAGEMENT, LLC $225.298.957 14.351.909 2,02% Saham
Capital Research Global Investors $168.578.786 10.703.415 1,51% Saham
WELLINGTON MANAGEMENT GROUP LLP $136.879.722 8.690.776 1,23% Saham
FRED ALGER MANAGEMENT, LLC $124.808.954 7.924.378 1,12% Saham
TWO SIGMA ADVISERS, LP $122.495.405 6.327.242 1,10% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $120.822.014 7.671.239 1,08% Saham
VANGUARD GROUP INC $113.092.195 5.841.539 1,02% Saham
PARK PRESIDIO CAPITAL LLC $112.471.002 7.141.016 1,01% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $102.510.450 6.508.600 0,92% Opsi beli
VANGUARD FIDUCIARY TRUST CO $97.221.553 6.172.797 0,87% Saham
BANK OF AMERICA CORP /DE/ $94.034.351 5.970.435 0,84% Saham
Veridan Wealth LLC $93.554.134 5.939.945 0,84% Saham
OCO Capital Partners, L.P. $90.562.500 5.750.000 0,81% Saham
Maple Rock Capital Partners Inc. $87.311.700 5.543.600 0,78% Saham
Alyeska Investment Group, L.P. $87.178.392 5.535.136 0,78% Saham
JANE STREET GROUP, LLC $86.427.637 5.487.469 0,78% Opsi jual
Long Focus Capital Management, LLC $85.758.750 5.445.000 0,77% Saham
JANE STREET GROUP, LLC $82.257.021 5.222.668 0,74% Opsi beli
CITADEL ADVISORS LLC $78.265.688 4.969.250 0,70% Opsi beli
Broad Bay Capital Management, LP $75.436.704 4.789.632 0,68% Saham
Assenagon Asset Management S.A. $74.874.366 4.753.928 0,67% Saham
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $73.942.958 4.694.791 0,66% Saham
Point72 Asset Management, L.P. $73.412.971 4.661.141 0,66% Saham
Davis Selected Advisers $70.294.581 4.463.148 0,63% Saham
Technology Crossover Management X, Ltd. $70.087.500 4.450.000 0,63% Saham
Diamond Hill Capital Management, LLC (Investment Advisor) $67.795.151 4.304.454 0,61% Saham
DIMENSIONAL FUND ADVISORS LP $53.152.013 3.374.731 0,48% Saham
No Street GP LP $48.825.000 3.100.000 0,44% Saham
Newbrook Capital Advisors LP $46.416.589 2.947.085 0,42% Saham
Caledonia (Private) Investments Pty Ltd $46.007.703 2.921.124 0,41% Saham
BRUNI J V & CO /CO $41.145.095 2.612.387 0,37% Saham
Think Investments LP $40.992.525 2.602.700 0,37% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $40.787.240 2.589.666 0,37% Saham
Clearline Capital LP $40.776.183 2.588.964 0,37% Saham
BANK OF NOVA SCOTIA $40.145.581 2.548.916 0,36% Saham
Swiss National Bank $39.896.325 2.533.100 0,36% Saham
ENVESTNET ASSET MANAGEMENT INC $38.851.198 2.466.743 0,35% Saham
ADAGE CAPITAL PARTNERS GP, L.L.C. $38.193.750 2.425.000 0,34% Saham
Lodge Hill Capital, LLC $37.304.978 2.368.570 0,33% Saham
BAMCO INC /NY/ $35.685.956 2.265.775 0,32% Saham
Philosophy Capital Management LLC $34.999.965 2.222.220 0,31% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $33.684.525 2.138.700 0,30% Opsi jual
PICTON MAHONEY ASSET MANAGEMENT $33.682.707 2.138.584 0,30% Saham
LPL Financial LLC $33.511.735 2.127.729 0,30% Saham
SOMA EQUITY PARTNERS LP $31.997.306 2.031.575 0,29% Saham
MILLENNIUM MANAGEMENT LLC $31.600.800 2.006.400 0,28% Opsi beli
Park West Asset Management LLC $31.500.000 2.000.000 0,28% Saham
CLOUGH CAPITAL PARTNERS L P $31.459.932 1.997.456 0,28% Saham
Artemis Investment Management LLP $31.058.244 1.971.952 0,28% Saham
Korea Investment CORP $29.925.992 1.900.063 0,27% Saham
PICTON MAHONEY ASSET MANAGEMENT $29.925.000 1.900.000 0,27% Opsi beli
Arvin Capital Management LP $29.712.060 1.886.480 0,27% Saham
CITADEL ADVISORS LLC $29.567.333 1.877.291 0,27% Opsi jual
Hudson Way Capital Management LLC $26.634.794 1.691.098 0,24% Saham
Sumitomo Mitsui Trust Group, Inc. $26.360.192 1.673.663 0,24% Saham
LONE PEAK GLOBAL INVESTORS LLC $25.829.858 1.639.991 0,23% Saham
Schonfeld Strategic Advisors LLC $25.782.969 1.637.014 0,23% Saham
AQR CAPITAL MANAGEMENT LLC $25.596.351 1.625.165 0,23% Saham
WOLVERINE TRADING, LLC $25.567.730 1.269.500 0,23% Opsi beli
Ancient Art, L.P. $23.625.000 1.500.000 0,21% Saham
Governors Lane LP $23.370.134 1.483.818 0,21% Saham
Prana Capital Management, LP $22.734.290 1.443.447 0,20% Saham
South Street Advisors LLC $21.799.591 1.384.101 0,20% Saham
De Lisle Partners LLP $21.488.447 1.363.100 0,19% Saham
VICTORY CAPITAL MANAGEMENT INC $21.004.248 1.333.603 0,19% Saham
NOMURA HOLDINGS INC $19.870.200 1.261.600 0,18% Opsi beli
Walleye Capital LLC $19.096.639 1.212.485 0,17% Saham
BlackRock, Inc. $17.933.297 1.138.622 0,16% Saham
California Public Employees Retirement System $17.413.641 1.105.628 0,16% Saham
HILLMAN CO $17.097.476 1.085.554 0,15% Saham
Mitsubishi UFJ Asset Management Co., Ltd. $16.237.510 1.030.953 0,15% Saham
Owl Creek Asset Management, L.P. $16.129.717 1.024.109 0,14% Saham
Bridgewater Associates, LP $16.125.102 1.023.816 0,14% Saham
Legal & General Group Plc $16.111.039 1.022.923 0,14% Saham
GROUP ONE TRADING LLC $16.010.978 1.016.570 0,14% Saham
MASTERS CAPITAL MANAGEMENT LLC $15.750.000 1.000.000 0,14% Opsi beli
Southpoint Capital Advisors LP $15.750.000 1.000.000 0,14% Saham
CITIGROUP INC $15.453.821 981.195 0,14% Saham
RHUMBLINE ADVISERS $15.365.846 975.611 0,14% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $15.213.329 1.067.602 0,14% Saham
KETTLE HILL CAPITAL MANAGEMENT, LLC $14.659.848 930.784 0,13% Saham
Bank of New York Mellon Corp $14.471.163 918.804 0,13% Saham
DISCOVERY CAPITAL MANAGEMENT, LLC / CT $13.927.725 884.300 0,13% Saham
Philip James Wealth Mangement, LLC $13.669.535 867.907 0,12% Saham
SummitTX Capital, L.P. $13.429.474 852.665 0,12% Saham
RAYMOND JAMES FINANCIAL INC $13.384.748 849.825 0,12% Saham
Balyasny Asset Management L.P. $13.373.325 849.100 0,12% Opsi beli
Freestone Grove Partners LP $13.193.854 837.705 0,12% Saham
Contour Asset Management LLC $12.653.109 803.372 0,11% Saham

Orang dalam perusahaan 20 orang dalam · 10 pejabat · 12 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Jesse K Bray Pres. & CEO of Rocket Mortgage 1 Okt. 2025 A 6.965.057 0 0 $0
Jay Farner Chief Executive Officer 19 Agu 2022 P 3.690.007 0 0 $0
William C. Emerson President 30 Juni 2025 A 1.413.490 0 0 $0
Robert D. Walters Jr. President & Chief Oper Officer 5 Agu 2020 A 375.000 0 0 $0
Heather M. Lovier Chief Operating Officer 30 Juni 2025 A 1.413.490 0 0 $0
William D. Banfield Chief Business Officer 30 Juni 2025 A 2.826.979 0 0 $0
Brian Nicholas Brown Chief Fin. Officer & Treasurer 30 Juni 2025 A 395.777 0 0 $0
Tina V. John General Counsel & Secretary 3 Maret 2024 F 180.155 0 0 $0
Angelo Vitale General Counsel and Secretary 5 Agu 2020 A 187.500 0 0 $0
Julie Booth Chief Fin. Officer & Treasurer 5 Agu 2020 A 312.500 0 0 $0
Suzanne F. Shank Direktur 10 Juni 2026 A 119.558 0 0 $0
Alastair Rampell Direktur 10 Juni 2026 A 54.639 0 0 $0
Tagar Olson Direktur 10 Juni 2026 A 289.595 0 0 $0
Jonathan D Mariner Direktur 10 Juni 2026 A 102.300 0 0 $0
Matthew Rizik Direktur 7 Juni 2026 J 1.038.536 0 0 $0
Daniel Gilbert Direktur 1 Okt. 2025 A 89.859 0 0 $0
Jennifer L. Gilbert Direktur 30 Juni 2025 D 0 0 0 $0
Rock Holdings Inc. Direktur 30 Juni 2025 D 0 0 0 $0
Nancy Tellem Direktur 10 Agu 2020 P 35.000 0 0 $0
Sarah Watterson — 17 Agu 2026 A 14.566 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 2 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Daniel Gilbert, Daniel Gilbert Trust #1 u/a/d 8/23/16, Jennifer Gilbert ×2 pengajuan 15 Okt. 2025 57,12% Amandemen — SEC
VA Partners I, LLC, ValueAct Capital Master Fund, L.P., ValueAct Capital Management, L.P., ValueAct Capital Management, LLC, ValueAct Holdings, L.P., ValueAct Holdings II, L.P., ValueAct Holdings GP, LLC ×5 pengajuan 3 Okt. 2025 4,30% Amandemen — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Kepemilikan ETF Dimiliki oleh 118 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
DFNL · Davis Fundamental ETF Trust 2,83% 908.391 NS 30 April 2026 N-PORT
LQAI · Exchange Listed Funds Trust 1,58% 2.279 NS 30 April 2026 N-PORT
ASLV · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 1,41% 215.602 NS 30 April 2026 N-PORT
EWU · iShares Trust 1,39% 816.075 SH 8 Agu 2026 Harian
KXI · iShares Trust 1,18% 177.848 SH 8 Agu 2026 Harian
IDHQ · Invesco Exchange-Traded Fund Trust … 0,74% 100.746 SH 8 Agu 2026 Harian
TOLL · Tema ETF Trust 0,67% 22.774 NS 31 Mei 2026 N-PORT
HOMZ · ETF Series Solutions 0,59% 13.861 NS 31 Mei 2026 N-PORT
IDLV · Invesco Exchange-Traded Fund Trust … 0,45% 21.651 SH 8 Agu 2026 Harian
IQLT · iShares Trust 0,40% 795.736 SH 8 Agu 2026 Harian
EFV · iShares Trust 0,40% 1.696.826 SH 8 Agu 2026 Harian
GTOS · Invesco Actively Managed Exchange-T… 0,33% 404.000 8 Agu 2026 Harian
VOT · VANGUARD INDEX FUNDS 0,32% 7.135.974 SH 8 Agu 2026 Harian
IEV · iShares Trust 0,31% 74.808 SH 8 Agu 2026 Harian
UPSD · ETF Series Solutions 0,31% 21.388 NS 30 April 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,30% 4.643.377 NS 31 Mei 2026 N-PORT
IMFL · Invesco Exchange-Traded Self-Indexe… 0,29% 43.085 SH 8 Agu 2026 Harian
IEUR · iShares Trust 0,28% 357.480 SH 8 Agu 2026 Harian
CGGR · Capital Group Growth ETF 0,26% 4.409.887 NS 31 Mei 2026 N-PORT
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0,26% 1.541.445 SH 8 Agu 2026 Harian
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,26% 357.246 NS 30 April 2026 N-PORT
VYMI · VANGUARD WHITEHALL FUNDS 0,23% 715.498 SH 8 Agu 2026 Harian
MMLG · First Trust Exchange-Traded Fund VI… 0,21% 13.690 NS 31 Mei 2026 N-PORT
EFA · iShares Trust 0,20% 2.265.109 SH 8 Agu 2026 Harian
IYF · iShares Trust 0,19% 641.512 SH 8 Agu 2026 Harian
GSEW · Goldman Sachs ETF Trust 0,19% 231.443 NS 31 Mei 2026 N-PORT
SIZE · iShares Trust 0,19% 62.321 SH 8 Agu 2026 Harian
EUSA · iShares, Inc. 0,19% 269.080 SH 8 Agu 2026 Harian
FNDA · SCHWAB STRATEGIC TRUST 0,18% 1.115.360 NS 31 Mei 2026 N-PORT
IYG · iShares Trust 0,18% 294.995 SH 8 Agu 2026 Harian
SMLF · iShares Trust 0,17% 556.940 SH 8 Agu 2026 Harian
IEFA · iShares Trust 0,17% 4.736.452 SH 8 Agu 2026 Harian
VXF · VANGUARD INDEX FUNDS 0,17% 11.250.927 SH 8 Agu 2026 Harian
VFH · VANGUARD WORLD FUND 0,17% 1.460.867 SH 8 Agu 2026 Harian
IMCG · iShares Trust 0,16% 504.216 SH 8 Agu 2026 Harian
FNCL · FIDELITY COVINGTON TRUST 0,16% 242.468 NS 30 April 2026 N-PORT
GEW · EA Series Trust 0,16% 15.602 NS 29 Mei 2026 N-PORT
TMFC · RBB Fund, Inc. 0,16% 228.166 NS 31 Mei 2026 N-PORT
ESGD · iShares Trust 0,16% 268.195 SH 8 Agu 2026 Harian
IDEV · iShares Trust 0,15% 686.497 SH 8 Agu 2026 Harian
PXF · Invesco Exchange-Traded Fund Trust … 0,14% 58.103 SH 8 Agu 2026 Harian
VO · VANGUARD INDEX FUNDS 0,14% 20.186.928 SH 8 Agu 2026 Harian
XT · iShares Trust 0,13% 396.389 SH 8 Agu 2026 Harian
VEA · VANGUARD TAX-MANAGED FUNDS 0,13% 6.271.528 SH 8 Agu 2026 Harian
AQLT · iShares Trust 0,13% 5.636 SH 8 Agu 2026 Harian
PABD · iShares Trust 0,13% 5.988 SH 8 Agu 2026 Harian
IWS · iShares Trust 0,12% 1.467.585 SH 8 Agu 2026 Harian
VSGX · VANGUARD WORLD FUND 0,12% 129.064 SH 8 Agu 2026 Harian
ACWX · iShares Trust 0,12% 197.656 SH 8 Agu 2026 Harian
IXUS · iShares Trust 0,10% 878.906 SH 8 Agu 2026 Harian