[SCHEDULE 13G/A] Rocket Companies, Inc. SEC Filing
Rhea-AI Filing Summary
Teachers Advisors, LLC (TAL) filed Amendment No. 1 to Schedule 13G on 06/30/2025 disclosing a beneficial stake in Rocket Companies, Inc. (RKT) common stock.
- Shares owned: Item 4 lists 11,496,710 shares, equating to 7.60 % of the outstanding class.
- Voting / dispositive power: TAL cites sole voting and dispositive power over 2,640,084 shares and no shared power.
- Reporting status: TAL files as an investment adviser (Rule 13d-1(b)(1)(ii)(E)) organized in Delaware and certifies the shares were acquired in the ordinary course of business, not with the intent to influence control.
- Certification & sign-off: Signed by Managing Director & Chief Compliance Officer Stuart R. Brunet on 07/21/2025.
Notable observation: Earlier summary boxes inside the filing reference 2,640,084 shares (1.74 %), while Item 4 cites 11,496,710 shares (7.60 %), indicating an internal inconsistency that merits clarification.
Positive
- Institutional ownership: Filing indicates TAL may hold 11.5 million shares (7.6 % of RKT), suggesting meaningful passive institutional support.
Negative
- Data inconsistency: Filing simultaneously references 2.64 million shares (1.74 %) and 11.5 million shares (7.6 %), reducing data reliability until clarified.
Insights
TL;DR TAL discloses up to 7.6 % ownership in RKT, signaling sizable institutional interest but filing contains conflicting share counts.
From a market-structure perspective, a 7.6 % passive stake positions TAL among RKT’s larger institutional holders, potentially improving the stock’s liquidity profile and signaling external confidence. However, the discrepancy between 11.5 million shares (Item 4) and 2.64 million shares (cover page) clouds precision, limiting immediate interpretation of accumulation or reduction trends. Because TAL files under Rule 13d-1(b), the stake is deemed passive, so no control ambitions are implied. Overall, informational but not transformational for the investment thesis; investors should watch for amended filings or 13F data to reconcile the actual stake.