Holdings of Root Financial Partners, LLC
3001 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 67.5 % of the equity sleeve
Sector breakdown
- Technology 6.5 %
- Funds 1.7 %
- Consumer discretionary 1.3 %
- Financials 1.3 %
- Communication 1.3 %
- Industrials 1.0 %
- Health care 0.8 %
- Consumer staples 0.5 %
- Energy 0.3 %
- Materials 0.2 %
- Utilities 0.2 %
- Real estate 0.1 %
- Unattributed 84.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- GB 0.0 %
- TW 0.0 %
- NL 0.0 %
- JP 0.0 %
- AU 0.0 %
- ES 0.0 %
- KY 0.0 %
- DE 0.0 %
- FR 0.0 %
- DK 0.0 %
- IL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 2,883 | 1.9B $ | 99.87 % |
| 2 | GB | 19 | 720.3K $ | 0.04 % |
| 3 | TW | 4 | 630.4K $ | 0.03 % |
| 4 | NL | 5 | 597.6K $ | 0.03 % |
| 5 | JP | 6 | 75.9K $ | 0.00 % |
| 6 | AU | 2 | 75.1K $ | 0.00 % |
| 7 | ES | 3 | 55.5K $ | 0.00 % |
| 8 | KY | 12 | 44.9K $ | 0.00 % |
| 9 | DE | 1 | 32.2K $ | 0.00 % |
| 10 | FR | 1 | 29K $ | 0.00 % |
| 11 | DK | 2 | 26.4K $ | 0.00 % |
| 12 | IL | 2 | 21.7K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 3,001 | ENERGOUS CORP | 1 $ |