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Root Inc (ROOT)

CUSIP: 77664L207 | NYSE | Financial Services · Insurance - Property & Casualty | Small Cap | 424 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP102,509
0.0% of portfolio›$4.7M
Citigroup Inc55,056
0.0% of portfolio›$2.5M
HB Wealth Management, LLC47,536
0.0% of portfolio›$2.2M
Bank of New York Mellon Corp39,007
0.0% of portfolio›$1.8M
Creative Planning7,940
0.0% of portfolio›$366.1K
Imc-Chicago, LLC7,701
0.0% of portfolio›$355.1K
State of Alaska, Department of Revenue7,045
0.0% of portfolio›$323
State of Wyoming6,278
0.0% of portfolio›$289.5K
Truist Financial Corp5,674
0.0% of portfolio›$261.6K
Simplex Trading, LLC5,348
0.0% of portfolio›$246.6K
Y-Intercept (Hong Kong) Ltd5,057
0.0% of portfolio›$233.2K
SBI Securities Co., Ltd.2,950
0.0% of portfolio›$136.0K
Sterling Capital Management LLC423
0.0% of portfolio›$19.5K
Summit Securities Group LLC346
0.0% of portfolio›$16.0K
Capital Advisors, Ltd. LLC308
0.0% of portfolio›$14
Gamma Investing LLC220
0.0% of portfolio›$10.1K
Larson Financial Group LLC209
0.0% of portfolio›$9.6K
Covestor Ltd150
0.0% of portfolio›$7
EverSource Wealth Advisors, LLC76
0.0% of portfolio›$3.5K
Farther Finance Advisors, LLC65
0.0% of portfolio›$3.0K
Parallel Advisors, LLC53
0.0% of portfolio›$2.4K
Fulcrum Asset Management LLP52
0.0% of portfolio›$2.4K
Nisa Investment Advisors, LLC48
0.0% of portfolio›$2.2K
CoreCap Advisors, LLC46
0.0% of portfolio›$2.1K
Caitong International Asset Management Co., Ltd45
0.0% of portfolio›$2.1K
Pathway Financial Advisers, LLC40
0.0% of portfolio›$1.8K
Pinnacle Wealth Planning Services, Inc.38
0.0% of portfolio›$1.8K
Signaturefd, LLC29
0.0% of portfolio›$1.3K
Fortitude Family Office, LLC25
0.0% of portfolio›$1.2K
Parkside Financial Bank & Trust24
0.0% of portfolio›$1.1K
Versant Capital Management, Inc19
0.0% of portfolio›$876
Silver Grove Financial Group, Inc.17
0.0% of portfolio›$784
SJS Investment Consulting Inc.16
0.0% of portfolio›$738
Provenance Wealth Advisors, LLC14
0.0% of portfolio›$646
North Star Investment Management Corp.11
0.0% of portfolio›$507
Ascentis Wealth Management, LLC9
0.0% of portfolio›$414
IFP Advisors, Inc6
0.0% of portfolio›$277
US Bancorp \de\5
0.0% of portfolio›$231
Essential Partners LLC4
0.0% of portfolio›$184
Root Financial Partners, LLC1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
102,509$4.7M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
55,056$2.5M0.0%CoreMediumNew York, NY2026-11-04
HB Wealth Management, LLC
47,536$2.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Bank of New York Mellon Corp
39,007$1.8M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
7,940$366.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Imc-Chicago, LLC
7,701$355.1K0.0%GARPVery HighChicago, IL2026-11-05
State of Alaska, Department of Revenue
7,045$3230.0%CoreVery LowJuneau, AK2026-10-15
State of Wyoming
6,278$289.5K0.0%ValueHighCheyenne, WY2026-10-28
Truist Financial Corp
5,674$261.6K0.0%CoreLowCharlotte, NC2026-10-30
Simplex Trading, LLC
5,348$246.6K0.0%CoreVery HighChicago, IL2026-11-04
Y-Intercept (Hong Kong) Ltd
5,057$233.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
SBI Securities Co., Ltd.
2,950$136.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Sterling Capital Management LLC
423$19.5K0.0%GARPMediumCharlotte, NC2026-10-22
Summit Securities Group LLC
346$16.0K0.0%CoreVery HighNew York, NY2026-11-05
Capital Advisors, Ltd. LLC
308$140.0%ETFLowShaker Heights, OH2026-10-27
Gamma Investing LLC
220$10.1K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
209$9.6K0.0%GrowthLowSt Louis, MO2026-11-05
Covestor Ltd
150$70.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
76$3.5K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
65$3.0K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
53$2.4K0.0%IndexLowSan Francisco, CA2026-11-03
Fulcrum Asset Management LLP
52$2.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Nisa Investment Advisors, LLC
48$2.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
CoreCap Advisors, LLC
46$2.1K0.0%ETFMediumSouthfield, MI2026-10-08
Caitong International Asset Management Co., Ltd
45$2.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pathway Financial Advisers, LLC
40$1.8K0.0%CoreLowAuburn, IN2026-10-27
Pinnacle Wealth Planning Services, Inc.
38$1.8K0.0%GARPLowMansfield, OH2026-10-27
Signaturefd, LLC
29$1.3K0.0%IndexLowAtlanta, GA2026-10-23
Fortitude Family Office, LLC
25$1.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
24$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Versant Capital Management, Inc
19$8760.0%GARPLowPhoenix, AZ2026-10-02
Silver Grove Financial Group, Inc.
17$7840.0%CoreMediumOrchard Park, NY2026-11-05
SJS Investment Consulting Inc.
16$7380.0%ETFVery LowSylvania, OH2026-10-26
Provenance Wealth Advisors, LLC
14$6460.0%ETFLowFort Lauderdale, FL2026-10-30
North Star Investment Management Corp.
11$5070.0%CoreLowChicago, IL2026-10-27
Ascentis Wealth Management, LLC
9$4140.0%Agg GrowthLowDallas, TX2026-11-03
IFP Advisors, Inc
6$2770.0%GrowthLowTampa, FL2026-10-16
US Bancorp \de\
5$2310.0%IndexLowMinneapolis, MN2026-11-05
Essential Partners LLC
4$1840.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
1$460.0%ETFMediumEncinitas, CA2026-10-21