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Root shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Root (ROOT) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Root

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All positions including Root held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Root by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $747k 17k 44.17

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Spdr S&p 500 Etf Etf (SPY)
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NVIDIA Corporation (NVDA)
Collaborative Investmnt Ser Etf (PLGI)
Anydrus Advantage Etf Etf (NDOW)
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)
Nelson Select Etf (NELS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Rareview Total Return Bond Etf Etf (RTRE)
Schwab Strategic Tr Etf (SCHX)
Vanguard S&P 500 ETF Etf (VOO)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Ishares Tr Etf (IVV)

View all positions for Belpointe Asset Management

Top funds holding Root

Ribbit Management Company
BlackRock
T. Rowe Price Investment Management
Vanguard Group
Capital Research Global Investors
Citadel Advisors
Geode Capital Management
Susquehanna International
State Street Corporation
Galileo
Renaissance Technologies
Findell Capital Management
Millennium Management
Invesco
Dimensional Fund Advisors

View all funds holding Root