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
Ardagh Metal Packaging S A SHS(AMBP)StockL02235106$2.5K6200.0%
Beacon Financial Corp. COM(BBT)Stock084680107$2.5K840.0%
Westamerica Bancorporation COM(WABC)Stock957090103$2.6K490.0%
Digi Intl Inc COM(DGII)Stock253798102$2.6K530.0%
United Microelectronics Corp Spon ADR New(UMC)ADR910873405$2.6K2850.0%
Workiva Inc COM CL A(WK)Stock98139A105$2.6K430.0%
Armour Residential REIT Inc COM SHS(ARR)REIT042315705$2.6K1540.0%
First Trust Water ETF(FIW)ETF33733B100$2.6K250.0%
Heartflow Inc COM(HTFL)Stock42238D107$2.6K1060.0%
Fidelis Insurance Holdings LTD COM(PLGO)StockG3398L118$2.6K1350.0%
Kura Oncology Inc COM(KURA)Stock50127T109$2.6K3180.0%
Corecivic Inc COM(CXW)Stock21871N101$2.6K1370.0%
Kinross Gold Corp COM(KGC)Stock496902404$2.6K850.0%
BlackRock ESG Cap Allc Term SHS BEN INT(ECAT)CEF09262F100$2.6K1910.0%
Abrdn Healthcare Investors SH BEN INT(HQH)CEF87911J103$2.6K1460.0%
Citi Trends Inc COM(CTRN)Stock17306X102$2.6K600.0%
Servicetitan Inc SHS CL A(TTAN)Stock81764X103$2.6K410.0%
Ishares A.I. Innovation and Tech Active ETF(BAI)ETF09290C780$2.6K790.0%
Amicus Therapeutic COM(FOLD)Stock03152W109$2.6K1800.0%
G III Apparel Group LTD COM(GIII)Stock36237H101$2.6K940.0%
Dynex Cap Inc COM(DX)REIT26817Q886$2.6K2050.0%
Avantor Inc COM(AVTR)Stock05352A100$2.6K3350.0%
Bank Nova Scotia B C COM(BNS)Stock064149107$2.6K380.0%
Stkd 100 Bitcoin & 100 Gold ETF(BTGD)ETF88636R834$2.7K970.0%
Metropolitan BK Hldg Corp COM(MCB)Stock591774104$2.7K320.0%
Hubspot Inc COM(HUBS)Stock443573100$2.7K110.0%
Navient Corporation COM(NAVI)Stock63938C108$2.7K3290.0%
KB Finl Group Inc Sponsored ADR(KBIA)ADR48241A105$2.7K270.0%
Rhythm Pharmaceuticals Inc COM(RYTM)Stock76243J105$2.7K310.0%
Magnite Inc COM(MGNI)Stock55955D100$2.7K2280.0%
OFG Bancorp COM(OFG)Stock67103X102$2.7K670.0%
Preferred BK LOS Angeles CA COM New(PFBC)Stock740367404$2.7K300.0%
Pitney Bowes Inc COM(PBI)Stock724479100$2.7K2480.0%
Napco SEC Technologies Inc COM(NSSC)Stock630402105$2.8K700.0%
Infosys LTD Sponsored ADR(INFY)ADR456788108$2.8K2060.0%
Himax Technologies Inc Sponsored ADR(HIMX)ADR43289P106$2.8K3540.0%
Teekay Tankers LTD CL A(TNK)StockG8726X106$2.8K380.0%
Zscaler Inc COM(ZS)Stock98980G102$2.8K200.0%
Loar Holdings Inc COM SHS(LOAR)Stock53947R105$2.8K490.0%
Rezolve AI PLC ORD SHS(RZLV)StockG75398100$2.8K1,0970.0%
Paylocity Hldg Corp COM(PCTY)Stock70438V106$2.8K260.0%
Yelp Inc CL A(YELP)Stock985817105$2.8K1140.0%
Uipath Inc CL A(PATH)Stock90364P105$2.8K2550.0%
Wisdomtree Emerging Markets High Dividend Fund(DEM)ETF97717W315$2.8K570.0%
Profrac Hldg Corp Class A COM(ACDC)Stock74319N100$2.9K4600.0%
Talos Energy Inc COM(TALO)Stock87484T108$2.9K1810.0%
JBG Smith Pptys COM(JBGS)REIT46590V100$2.9K1960.0%
Icon PLC SHS(ICLR)StockG4705A100$2.9K260.0%
Pgim Global High Yield FD Form COM(GHY)CEF69346J106$2.9K2470.0%
Solaris Energy Infras Inc COM CL A(SEI)Stock83418M103$2.9K510.0%
PreviousPage 26 of 70Next