Filing Research | ROOT - ROOT INC/OH CLASS A Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	4.0KSH	$223.1K
2	Sequoia Financial Advisors, LLC	Shares	3.9KSH	$219.4K
3	SBI Securities Co., Ltd.	Shares	2.9KSH	$163.6K
4	CoreCap Advisors, LLC	Shares	750SH	$41.9K
5	GAMMA Investing LLC	Shares	194SH	$10.8K
6	EverSource Wealth Advisors, LLC	Shares	111SH	$6.2K
7	Bank of New Hampshire	Shares	90SH	$5.0K
8	Farther Finance Advisors, LLC	Shares	83SH	$4.6K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	55SH	$3.3K
10	SIGNATUREFD, LLC	Shares	29SH	$1.6K
11	SJS Investment Consulting Inc.	Shares	28SH	$1.6K
12	Versant Capital Management, Inc	Shares	19SH	$1.1K
13	State of Alaska, Department of Revenue	Shares	7.0KSH	$393
14	Physician Wealth Advisors, Inc.	Shares	7SH	$392
15	IFP Advisors, Inc	Shares	6SH	$336
16	VISION FINANCIAL MARKETS LLC	Shares	5SH	$301
17	Wealth Enhancement Trust Services, Inc.	Shares	2SH	$112
18	Capital Advisors, Ltd. LLC	Shares	308SH	$17

Manager changes2026-06-30 vs 2026-03-31

22 / 22 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC new	Shares	+3.9K	+$219.4K	$219.4K
2	Police & Firemen's Retirement System of New Jersey added	Shares	+844	+$84.2K	$223.1K
3	CoreCap Advisors, LLC new	Shares	+750	+$41.9K	$41.9K
4	SBI Securities Co., Ltd. added	Shares	+70	+$37.5K	$163.6K
5	GAMMA Investing LLC added	Shares	+58	+$4.8K	$10.8K
6	EverSource Wealth Advisors, LLC added	Shares	+70	+$4.4K	$6.2K
7	Farther Finance Advisors, LLC added	Shares	+35	+$2.6K	$4.6K
8	SIGNATUREFD, LLC new	Shares	+29	+$1.6K	$1.6K
9	SJS Investment Consulting Inc. new	Shares	+28	+$1.6K	$1.6K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$922	$3.3K
11	Physician Wealth Advisors, Inc. new	Shares	+7	+$392	$392
12	Versant Capital Management, Inc unchanged	Shares	0	+$223	$1.1K
13	IFP Advisors, Inc added	Shares	+2	+$159	$336
14	Wealth Enhancement Trust Services, Inc. new	Shares	+2	+$112	$112
15	State of Alaska, Department of Revenue unchanged	Shares	0	+$83	$393
16	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$80	$301
17	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$3	$17
18	MassMutual Private Wealth & Trust, FSB exited	Shares	-1	-$44	$0
19	GHP Investment Advisors, Inc. exited	Shares	-33	-$1.5K	$0
20	Bank of New Hampshire trimmed	Shares	-96	-$3.2K	$5.0K
21	Activest Wealth Management exited	Shares	-3.0K	-$132.5K	$0
22	HENNESSY ADVISORS INC exited	Shares	-47.1K	-$2.1M	$0