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Root shares owned by Creative Planning

Quarter-by-quarter ownership of Root (ROOT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Root

Tip: Access up to 7 years of quarterly data

All positions including Root held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Root by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $294k 5.3k 55.93
2023-09-30 $48 5 9.60

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Root

Ribbit Management Company
BlackRock
Vanguard Capital Management
Findell Capital Management
Geode Capital Management
Citadel Advisors
Susquehanna International
State Street Corporation
Galileo
Renaissance Technologies
Boothbay Fund Management
Quinn Opportunity Partners
Jane Street
Tairen Capital
Dragoneer Investment

View all funds holding Root