IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Root Financial Partners, LLC

Q1 2026 Holdings

Filed 2026-04-24 | 3466 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Prothena Corp PLC SHS(PRTA)StockG72800108$369380.0%
National Resh Corp COM New(NRC)Stock637372202$374220.0%
Clarivate PLC ORD SHS(CLVT)StockG21810109$3741480.0%
Ncino Inc COM(NCNO)Stock63947X101$375250.0%
Fidelity Enhanced Large Cap Value ETF(FELV)ETF31609A107$377110.0%
Tronox Holdings PLC SHS(TROX)StockG9087Q102$381390.0%
PAN Amern Silver Corp COM(PAAS)Stock697900108$38270.0%
Quad / Graphics Inc COM CL A(QUAD)Stock747301109$383580.0%
First Fndtn Inc COM(FFWM)Stock32026V104$384650.0%
Harmony Gold MNG LTD Sponsored ADR(HAM)ADR413216300$384250.0%
Helen of Troy LTD COM(HELE)StockG4388N106$389270.0%
Proshares Ultra Bloomberg Crude Oil(UCO)ETF74347Y888$393100.0%
Conduent Inc COM(CNDT)Stock206787103$3933070.0%
Digimarc Corp New COM(DMRC)Stock25381B101$393800.0%
Staar Surgical Co COM PAR $0.01(STAA)Stock852312305$393210.0%
Dine Brands Global Inc COM(DIN)Stock254423106$394150.0%
Mechanics Bancorp CL A(MCHB)Stock43785V102$398270.0%
Nexxen Intl LTD SHS New(NEXN)StockM8T80P204$398610.0%
FB Bancorp Inc COM(FBLA)Stock31425A109$398290.0%
Proto Labs Inc COM(PRLB)Stock743713109$39970.0%
ERO Copper Corp COM(ERO)Stock296006109$400150.0%
Sionna Therapeutics Inc COM(SION)Stock829401108$401100.0%
SES AI Corporation CL A COM(SES)Stock78397Q109$4014170.0%
Ceribell Inc COM(CBLL)Stock15678C102$403220.0%
Hafnia LTD SHSStockG4233B109$403530.0%
Omega Flex Inc COM(OFLX)Stock682095104$404130.0%
Design Therapeutics Inc COM(DSGN)Stock25056L103$404380.0%
Granite Ridge Resources Inc COM(GRNT)Stock387432107$405690.0%
Aviat Networks Inc COM New(AVNW)Stock05366Y201$407180.0%
First Internet Bancorp COM(INBK)Stock320557101$408200.0%
Xoma Royalty Corporation COM New(XOMA)Stock98419J206$408130.0%
Nuveen Multi Asset Income Fund COM(NMAI)CEF670750108$409330.0%
Claritev Corporation CL A New(CTEV)Stock62548M209$409250.0%
Metallus Inc COM(MTUS)Stock887399103$409250.0%
Miller Inds Inc Tenn COM New(MLR)Stock600551204$41090.0%
LI Auto Inc Sponsored ADS(LI)ADR50202M102$410230.0%
Inspire MED SYS Inc COM(INSP)Stock457730109$41380.0%
Viant Technology Inc COM CL A(DSP)Stock92557A101$414370.0%
Tejon Ranch Co COM(TRC)Stock879080109$414220.0%
Teck Resources LTD CL B(TECK)Stock878742204$41480.0%
Geospace Technologies Corp COM(GEOS)Stock37364X109$415340.0%
Alliance Laundry Hldgs Inc COM(ALH)Stock01862Q107$415200.0%
Arrivent Biopharma Inc COM(AVBP)Stock04272N102$415180.0%
Chatham Lodging TR COM(CLDT)REIT16208T102$417530.0%
Coastalsouth Bancshares Inc COM New(COSO)Stock19058X207$418170.0%
CF Bankshares Inc COM(CFBK)Stock12520L109$419150.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$42440.0%
Peoples Finl Svcs Corp COM(PFIS)Stock711040105$42780.0%
Sasol LTD Sponsored ADR(SSL)ADR803866300$428330.0%
Avidbank Hldgs Inc COM(AVBH)Stock05368J103$428150.0%
PreviousPage 11 of 70Next