ROOT — Root Inc Cl A New Institutional Holders · Q3 2026
Who owns Root Inc Cl A New (ROOT)? 7 institutions reported holding $1.49M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Trinity Financial Advisors LLC ($1.5M), GAMMA Investing LLC ($10,144), Farther Finance Advisors, LLC ($2,997).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Trinity Financial Advisors LLC | $1.5M | 31,984 | Hold |
| 2 | GAMMA Investing LLC | $10,144 | 220 | Added |
| 3 | Farther Finance Advisors, LLC | $2,997 | 65 | Trimmed |
| 4 | CoreCap Advisors, LLC | $2,121 | 46 | Trimmed |
| 5 | Versant Capital Management, Inc | $876 | 19 | Hold |
| 6 | Bank of New Hampshire | $0 | 0 | Exited |
| 7 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30