ROOT Root, Inc.
Root, Inc. (ROOT) Institutional Ownership
What the institutions did with ROOT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 314.0K | 42.6% |
| DIMENSIONAL FUND ADVISORS LP | 102.5K | 13.9% |
| CITIGROUP INC | 55.1K | 7.5% |
| HB Wealth Management, LLC | 47.5K | 6.5% |
| BARCLAYS PLC | 47.2K | 6.4% |
| Bank of New York Mellon Corp | 39.0K | 5.3% |
| Trinity Financial Advisors LLC | 32.0K | 4.3% |
| Russell Investments Group, Ltd. | 29.9K | 4.1% |
| DEUTSCHE BANK AG\ | 12.7K | 1.7% |
| Creative Planning | 7.9K | 1.1% |
| IMC-Chicago, LLC | 7.7K | 1.0% |
| State of Alaska, Department of Revenue | 7.0K | 1.0% |
| State of Wyoming | 6.3K | 0.9% |
| LPL Financial LLC | 6.2K | 0.8% |
| TRUIST FINANCIAL CORP | 5.7K | 0.8% |
| SIMPLEX TRADING, LLC | 5.3K | 0.7% |
| Y-Intercept (Hong Kong) Ltd | 5.1K | 0.7% |
| SBI Securities Co., Ltd. | 3.0K | 0.4% |
| Sterling Capital Management LLC | 423 | 0.1% |
| SUMMIT SECURITIES GROUP LLC | 346 | 0.0% |
| Capital Advisors, Ltd. LLC | 308 | 0.0% |
| GAMMA Investing LLC | 220 | 0.0% |
| Larson Financial Group LLC | 209 | 0.0% |
| Covestor Ltd | 150 | 0.0% |
| Allworth Financial LP | 104 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 345.4K | 314.0K | -31.4K |
| Prosperitas Financial LLC | Sold Out | 27.4K | 0 | -27.4K |
| IMC-Chicago, LLC | Reduced | 29.4K | 7.7K | -21.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 87.2K | 102.5K | +15.3K |
| State of Wyoming | New | 0 | 6.3K | +6.3K |
| SIMPLEX TRADING, LLC | New | 0 | 5.3K | +5.3K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 5.1K | +5.1K |
| BARCLAYS PLC | Reduced | 51.9K | 47.2K | -4.7K |
| CITIGROUP INC | Reduced | 59.7K | 55.1K | -4.6K |
| Creative Planning | Increased | 5.3K | 7.9K | +2.7K |
| TRUIST FINANCIAL CORP | Reduced | 7.2K | 5.7K | -1.5K |
| DEUTSCHE BANK AG\ | Reduced | 14.2K | 12.7K | -1.5K |
| Russell Investments Group, Ltd. | Reduced | 31.1K | 29.9K | -1.2K |
| CoreCap Advisors, LLC | Reduced | 750 | 46 | -704 |
| Signature Equity Partners, LLC | Sold Out | 500 | 0 | -500 |
| Sterling Capital Management LLC | Increased | 45 | 423 | +378 |
| SUMMIT SECURITIES GROUP LLC | New | 0 | 346 | +346 |
| HB Wealth Management, LLC | Increased | 47.4K | 47.5K | +140 |
| Bank of New Hampshire | Sold Out | 90 | 0 | -90 |
| LPL Financial LLC | Increased | 6.1K | 6.2K | +89 |
| Bank of New York Mellon Corp | Reduced | 39.1K | 39.0K | -83 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 55 | 0 | -55 |
| NISA INVESTMENT ADVISORS, LLC | New | 0 | 48 | +48 |
| Caitong International Asset Management Co., Ltd | New | 0 | 45 | +45 |
| Pathway Financial Advisers, LLC | New | 0 | 40 | +40 |
| US BANCORP \DE\ | Reduced | 44 | 5 | -39 |
| EverSource Wealth Advisors, LLC | Reduced | 111 | 76 | -35 |
| Fulcrum Asset Management LLP | Increased | 22 | 52 | +30 |
| GAMMA Investing LLC | Increased | 194 | 220 | +26 |
| Fortitude Family Office, LLC | New | 0 | 25 | +25 |
| SBI Securities Co., Ltd. | Increased | 2.9K | 3.0K | +24 |
| Covestor Ltd | Reduced | 174 | 150 | -24 |
| Farther Finance Advisors, LLC | Reduced | 83 | 65 | -18 |
| Parkside Financial Bank & Trust | Increased | 10 | 24 | +14 |
| Provenance Wealth Advisors, LLC | New | 0 | 14 | +14 |
| SJS Investment Consulting Inc. | Reduced | 28 | 16 | -12 |
| Ascentis Wealth Management, LLC | New | 0 | 9 | +9 |
| Silver Grove Financial Group, Inc. | Increased | 10 | 17 | +7 |
| Physician Wealth Advisors, Inc. | Sold Out | 7 | 0 | -7 |
| VISION FINANCIAL MARKETS LLC | Sold Out | 5 | 0 | -5 |
| Parallel Advisors, LLC | Reduced | 57 | 53 | -4 |
| Clearstead Advisors, LLC | Reduced | 3 | 1 | -2 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 2 | 0 | -2 |
| Essential Partners LLC | Reduced | 5 | 4 | -1 |
| PNC Financial Services Group, Inc. | Reduced | 21 | 20 | -1 |
| Root Financial Partners, LLC | New | 0 | 1 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.