Root, Inc. (ROOT) — Institutional Holders, Q2 2026 (page 2)
162 institutional investment managers reported a ROOT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $523.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 162. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ROOT 13F holders ranked 101–162 of 162
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Engineers Gate Manager#101 · 4,122 sh | 4,122 | $230.5K | <0.01% | -25.9% |
| 102 | Police & Firemen's Retirement System of New Jersey#102 · 3,989 sh | 3,989 | $223.1K | <0.01% | +26.8% |
| 103 | Sequoia Financial Advisors#103 · 3,924 sh | 3,924 | $219.4K | <0.01% | New |
| 104 | KLP KAPITALFORVALTNING AS#104 · 3,600 sh | 3,600 | $201.3K | <0.01% | +50.0% |
| 105 | Vanguard Investments Australia, Ltd.#105 · 2,927 sh | 2,927 | $163.7K | <0.01% | 0.0% |
| 106 | SBI Securities , Ltd.#106 · 2,926 sh | 2,926 | $163.6K | — | +2.5% |
| 107 | Zurcher Kantonalbank (Zurich Cantonalbank)#107 · 2,166 sh | 2,166 | $121.1K | <0.01% | 0.0% |
| 108 | SG Americas Securities#108 · 2,129 sh | 2,129 | $119.0K | <0.01% | -55.8% |
| 109 | OSAIC#109 · 1,901 sh | 1,901 | $106.3K | <0.01% | +52.1% |
| 110 | FMR#110 · 1,712 sh | 1,712 | $95.7K | 0.00% | +36.1% |
| 111 | Frazier Financial Advisors#111 · 1,517 sh | 1,517 | $84.8K | 0.04% | -6.2% |
| 112 | Ameritas Investment Partners#112 · 1,169 sh | 1,169 | $65.4K | <0.01% | +21.8% |
| 113 | ROYAL BANK OF CANADA#113 · 936 sh | 936 | $52.0K | 0.00% | +126.6% |
| 114 | Persistent Asset Partners Ltd#114 · 924 sh | 924 | $51.7K | 0.02% | New |
| 115 | CoreCap Advisors#115 · 750 sh | 750 | $41.9K | — | New |
| 116 | HUNTINGTON NATIONAL BANK#116 · 501 sh | 501 | $28.0K | <0.01% | 0.0% |
| 117 | Signature Equity Partners#117 · 500 sh | 500 | $28.0K | 0.01% | 0.0% |
| 118 | SRS Capital Advisors#118 · 462 sh | 462 | $25.8K | <0.01% | New |
| 119 | Tower Research Capital (TRC)#119 · 360 sh | 360 | $20.1K | <0.01% | -68.4% |
| 120 | Capital Advisors, Ltd.#120 · 308 sh | 308 | $17.0K | <0.01% | 0.0% |
| 121 | Larson Financial Group#121 · 209 sh | 209 | $11.7K | <0.01% | +93.5% |
| 122 | Integrated Wealth Concepts#122 · 201 sh | 201 | $11.2K | <0.01% | New |
| 123 | Aster Capital Management (DIFC) Ltd#123 · 196 sh | 196 | $11.0K | <0.01% | +201.5% |
| 124 | GAMMA Investing#124 · 194 sh | 194 | $10.8K | — | +42.6% |
| 125 | BNP Paribas Asset Management Holding S.A.#125 · 179 sh | 179 | $10.0K | 0.00% | -1.6% |
| 126 | Covestor Ltd#126 · 174 sh | 174 | $9.0K | <0.01% | +38.1% |
| 127 | EverSource Wealth Advisors#127 · 111 sh | 111 | $6.2K | <0.01% | -90.5% |
| 128 | Allworth Financial#128 · 104 sh | 104 | $5.8K | 0.00% | +258.6% |
| 129 | Bank of New Hampshire#129 · 90 sh | 90 | $5.0K | — | -51.6% |
| 130 | Nykredit A/S#130 · 89 sh | 89 | $5.0K | 0.00% | — |
| 131 | Farther Finance Advisors#131 · 83 sh | 83 | $4.6K | — | +72.9% |
| 132 | ABOUND FINANCIAL#132 · 68 sh | 68 | $3.8K | <0.01% | 0.0% |
| 133 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#133 · 55 sh | 55 | $3.3K | <0.01% | 0.0% |
| 134 | Parallel Advisors#134 · 57 sh | 57 | $3.2K | 0.00% | +159.1% |
| 135 | ROTHSCHILD INVESTMENT#135 · 50 sh | 50 | $2.8K | <0.01% | +257.1% |
| 136 | Optiver Holding B.V.#136 · 47 sh | 47 | $2.6K | 0.00% | -49.5% |
| 137 | Sterling Capital Management#137 · 45 sh | 45 | $2.5K | — | -43.8% |
| 138 | US BANCORP \DE\#138 · 44 sh | 44 | $2.5K | 0.00% | -26.7% |
| 139 | Pinnacle Wealth Planning Services#139 · 38 sh | 38 | $2.1K | <0.01% | 0.0% |
| 140 | Global Retirement Partners#140 · 37 sh | 37 | $2.1K | 0.00% | — |
| 141 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#141 · 36 sh | 36 | $2.0K | <0.01% | 0.0% |
| 142 | SIGNATUREFD#142 · 29 sh | 29 | $1.6K | — | New |
| 143 | SJS Investment Consulting#143 · 28 sh | 28 | $1.6K | — | New |
| 144 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#144 · 24 sh | 24 | $1.3K | 0.00% | New |
| 145 | Fulcrum Asset Management LLP#145 · 22 sh | 22 | $1.3K | <0.01% | New |
| 146 | WHITTIER#146 · 19 sh | 19 | $1.2K | 0.00% | 0.0% |
| 147 | PNC FINANCIAL SERVICES GROUP#147 · 21 sh | 21 | $1.2K | 0.00% | 0.0% |
| 148 | Parkside Financial Bank#148 · 20 sh | 20 | $1.1K | — | New |
| 149 | Versant Capital Management#149 · 19 sh | 19 | $1.1K | — | 0.0% |
| 150 | North Star Investment Management#150 · 11 sh | 11 | $615.00 | 0.00% | New |
| 151 | Ameritas Advisory Services#151 · 11 sh | 11 | $615.00 | 0.00% | New |
| 152 | Silver Grove Financial Group#152 · 10 sh | 10 | $559.00 | <0.01% | New |
| 153 | Physician Wealth Advisors#153 · 7 sh | 7 | $392.00 | — | New |
| 154 | HRT FINANCIAL#154 · 7,000 sh | 7,000 | $391.00 | 0.00% | -5.4% |
| 155 | IFP Advisors#155 · 6 sh | 6 | $336.00 | — | +50.0% |
| 156 | Keating Financial Advisory Services#156 · 6 sh | 6 | $336.00 | 0.00% | New |
| 157 | VISION FINANCIAL MARKETS#157 · 5 sh | 5 | $301.00 | — | 0.0% |
| 158 | Essential Partners#158 · 5 sh | 5 | $280.00 | — | -96.5% |
| 159 | Clearstead Advisors#159 · 3 sh | 3 | $168.00 | 0.00% | -98.7% |
| 160 | Wealth Enhancement Services#160 · 2 sh | 2 | $112.00 | — | New |
| 161 | Smartleaf Asset Management#161 · 1 sh | 1 | $58.00 | 0.00% | 0.0% |
| 162 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#162 · 69,702 sh | 69,702 | — | — | +5.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.