5 institutions reported holding $1.8M of Root Inc/OH (ROOT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Trinity Financial Advisors LLC ($1.8M), CoreCap Advisors, LLC ($41,940), GAMMA Investing LLC ($10,848), Versant Capital Management, Inc ($1,062), MassMutual Private Wealth & Trust, FSB ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Trinity Financial Advisors LLC | $1.8M | 31,984 | Hold |
| 2 | CoreCap Advisors, LLC | $41,940 | 750 | New |
| 3 | GAMMA Investing LLC | $10,848 | 194 | Added |
| 4 | Versant Capital Management, Inc | $1,062 | 19 | Hold |
| 5 | MassMutual Private Wealth & Trust, FSB | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30