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
Millicom Intl Cellular S A COM STK(TIGO)StockL6388F110$1.1K150.0%
Payoneer Global Inc COM(PAYO)Stock70451X104$1.1K2330.0%
ATS Corporation COM(ATS)Stock00217Y104$1.1K400.0%
JPMorgan Core Plus Bond ETF(JCPB)ETF46641Q670$1.1K240.0%
Global Business Travel Group COM CL A(GBTG)Stock37890B100$1.1K2030.0%
Byline Bancorp Inc COM(BY)Stock124411109$1.1K360.0%
Camden Natl Corp COM(CAC)Stock133034108$1.1K240.0%
Carriage Svcs Inc COM(CSV)Stock143905107$1.1K250.0%
Avalonbay Cmntys Inc COM(AVB)REIT053484101$1.1K70.0%
Carter Bankshares Inc COM New(CARE)Stock146103106$1.1K490.0%
Trip COM Group LTD ADS(CLV)ADR89677Q107$1.1K230.0%
Triple Flag Precious Metal COM(TFPM)Stock89679M104$1.1K330.0%
TPG RE FIN TR Inc COM(TRTX)REIT87266M107$1.1K1470.0%
Equity Bancshares Inc COM CL A(EQBK)Stock29460X109$1.2K260.0%
GCM Grosvenor Inc COM CL A(GCMG)Stock36831E108$1.2K1180.0%
Genter Capital Dividend Income ETF(GEND)ETF84858T681$1.2K940.0%
Pennant Group Inc COM(PNTG)Stock70805E109$1.2K380.0%
Commerce.com Inc COM SER 1(CMRC)Stock08975P108$1.2K4350.0%
Bigbear AI Hldgs Inc COM(BBAI)Stock08975B109$1.2K3310.0%
Ideaya Biosciences Inc COM(IDYA)Stock45166A102$1.2K350.0%
Symbotic Inc Class A COM(SYM)Stock87151X101$1.2K220.0%
Fidelity Msci Real Estate Index ETF(FREL)ETF316092857$1.2K440.0%
Jfrog LTD ORD SHS(FROG)StockM6191J100$1.2K250.0%
Morgan Stanley Emerging Mkts COM(EDD)CEF617477104$1.2K2320.0%
Telekomunikasi IND Sponsored ADR(PTI)ADR715684106$1.2K630.0%
Vale S A Sponsored ADS(VALE)ADR91912E105$1.2K740.0%
Banc of California Inc COM(BANC)Stock05990K106$1.2K670.0%
Customers Bancorp Inc COM(CUBI)Stock23204G100$1.2K170.0%
Burke Herbert Finl Svcs Corp COM(BHRB)Stock12135Y108$1.2K190.0%
Expro Group Holdings NV COM(XPRO)StockN33462107$1.2K680.0%
State Street Spdr Portfolio S&P 500 High Dividend ETF(SPYD)ETF78468R788$1.2K260.0%
Latam Airlines Group SA Sponsored ADR(LTM)ADR51817R205$1.2K240.0%
Lindsay Corp COM(LNN)Stock535555106$1.2K100.0%
James Hardie Inds PLC ORD SHS(JHX)StockG4253H101$1.2K630.0%
Bandwidth Inc COM CL A(BAND)Stock05988J103$1.2K670.0%
Maxlinear Inc COM(MXL)Stock57776J100$1.2K690.0%
Penn Entertainment Inc COM(PENN)Stock707569109$1.2K800.0%
Ladder Cap Corp CL A(LADR)REIT505743104$1.2K1230.0%
Southern MO Bancorp Inc COM(SMBC)Stock843380106$1.2K190.0%
Genco Shipping & Trading LTD SHS(GNK)StockY2685T131$1.2K540.0%
Gigacloud Technology Inc Class A ORD(GCT)StockG38644103$1.2K270.0%
Nexpoint Residential TR Inc COM(NXRT)REIT65341D102$1.2K490.0%
REX American RES Corp COM(REX)Stock761624105$1.2K270.0%
Arvinas Inc COM(ARVN)Stock04335A105$1.2K1160.0%
Amprius Technologies Inc Common Stock(AMPX)Stock03214Q108$1.2K730.0%
Brightstar Lottery PLC SHS USD(BRSL)StockG4863A108$1.2K970.0%
F&G Annuities & Life Inc Common Stock(FG)Stock30190A104$1.2K490.0%
Editas Medicine Inc COM(EDIT)Stock28106W103$1.2K5030.0%
NB Bancorp Inc COM(NBBK)Stock63945M107$1.2K590.0%
Amalgamated Financial Corp COM(AMAL)Stock022671101$1.2K320.0%
PreviousPage 19 of 70Next