IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Root Financial Partners, LLC

Q3 2026 Holdings

Filed 2026-10-21 | 3829 holdings | $3.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Root Inc CL A New(ROOT)Stock77664L207$4610.0%
Core Molding Technologies Inc COM(CMT)Stock218683100$4620.0%
Union Bankshares Inc COM(UNB)Stock905400107$4620.0%
Yieldmax Tsla Option Income Strategy ETF(TSLY)ETF88636X880$4720.0%
Plug PWR Inc COM New(PLUG)Stock72919P202$49250.0%
Syntec Optics Hldgs Inc CL A(OPTX)Stock87169M105$5060.0%
Organigram Global Inc COM(OGI)Stock68617J100$50500.0%
Lithium Amers Corp New COM SHS(LAC)Stock53681J103$50190.0%
Bright Minds Biosciences Inc COM New(DRUG)Stock10919W405$5010.0%
Gyre Therapeutics Inc COM(GYRE)Stock403783103$5170.0%
Eton Pharmaceuticals Inc COM(ETON)Stock29772L108$5110.0%
Zumiez Inc COM(ZUMZ)Stock989817101$5440.0%
Ranpak Holdings Corp COM CL A(PACK)Stock75321W103$54130.0%
Hallador Energy Company COM(HNRG)Stock40609P105$5540.0%
Ballys Corporation Common Stock(BALY)Stock05875B304$5540.0%
Spire Global Inc COM CL A New(SPIR)Stock848560306$5650.0%
Teekay Corporation LTD SHS(TK)StockG8726T105$5740.0%
Inspired Entmt Inc COM(INSE)Stock45782N108$58170.0%
MBX Biosciences Inc COM(MBX)Stock55287L101$5910.0%
Orasure Technologies Inc COM(OSUR)Stock68554V108$59150.0%
Bilibili Inc Spons ADS REP Z(BILI)ADR090040106$6040.0%
Pgim Short DUR HIG YLD OPP FD COM(SDHY)CEF69355J104$6140.0%
Blue Ridge Bankshares Inc VA COM(BRBS)Stock095825105$62160.0%
Quidelortho Corp COM(QDEL)Stock219798105$6360.0%
Evolution Pete Corp COM(EPM)Stock30049A107$64180.0%
Sutro Biopharma Inc COM SHSStock869367102$6440.0%
SBC MED Group Hldgs Inc COM(SBC)Stock73245B107$64130.0%
Grayscale Ethereum Staking ETF(ETHE)ETF389638107$6430.0%
Geron Corp COM(GERN)Stock374163103$65530.0%
BlackRock Science & Technology SHS(BST)CEF09258G104$6510.0%
Telix Pharmaceutical LTD Sponsored ADS(TLX)ADR87961M105$6660.0%
Agree Rlty Corp COM(ADC)REIT008492100$6710.0%
Dimensional Emerging Markets High Profitability ETF(DEHP)ETF25434V757$6820.0%
Smith Midland Corp COM(SMID)Stock832156103$6830.0%
Wise Group PLC ORD SHS Class A(WISE)StockG9723Y105$6860.0%
CIA Energetica de Minas Gerais SP ADR N-V PFD(CIG)ADR204409601$69330.0%
Trisalus Life Sciences Inc COM(TLSI)Stock89680M101$69160.0%
Quanterix Corp COM(QTRX)Stock74766Q101$70190.0%
Portillos Inc COM CL A(PTLO)Stock73642K106$71200.0%
Weshop Holdings LTD ORD SHS CL AStockG1472N125$72130.0%
Consumer Portfolio Svcs Inc COM(CPSS)Stock210502100$7380.0%
Lexeo Therapeutics Inc COM(LXEO)Stock52886X107$74220.0%
Dream Finders Homes Inc COM CL A(DFH)Stock26154D100$7570.0%
Kyverna Therapeutics Inc COM(KYTX)Stock501976104$75110.0%
Scilex Holding Co COM New(SCLX)Stock80880W205$76170.0%
Superior Group of Co Inc COM(SGC)Stock868358102$7660.0%
Comstock Hldg COS Inc CL A New(CHCI)Stock205684202$7640.0%
Iheartmedia Inc COM CL A(IHRT)Stock45174J509$76360.0%
Valhi Inc New COM(VHI)Stock918905209$7750.0%
Hirequest Inc COM(HQI)Stock433535101$7740.0%
PreviousPage 3 of 77Next