Funds holding Root Inc/OH
153 funds declare a position · 35 ETFs and 118 other funds · 147.4M $ · US77664L2079
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 436,224 | 19.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 347,062 | 15.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 316,115 | 14M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 305,404 | 13.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 263,503 | 11.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 155,462 | 6.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 121,557 | 6.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 142,621 | 6.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 101,231 | 4.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 72,180 | 3.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 79,962 | 3.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 66,055 | 3.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 60,796 | 3.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 47,102 | 2.6M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 43,005 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 36,757 | 2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 40,900 | 1.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 27,170 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 25,406 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 21,883 | 1.1M $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,416 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 19,437 | 1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 22,278 | 984K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 18,189 | 943.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 19,549 | 863.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 18,028 | 796.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 14,561 | 793.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,515 | 736.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 16,149 | 713.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 12,485 | 647.7K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 11,029 | 600.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,270 | 584.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,094 | 578.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 10,116 | 551.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 9,520 | 493.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 8,788 | 478.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,695 | 473.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,393 | 435.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,000 | 415K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 9,368 | 413.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 9,338 | 412.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 7,498 | 408.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,880 | 374.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,800 | 344.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,543 | 339.5K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,542 | 333.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,327 | 290.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,478 | 286.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 6,370 | 281.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 6,176 | 272.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,837 | 263.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 4,965 | 257.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Small Company Value Trust John Hancock Variable Insurance Trust | 5,447 | 240.6K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 5,421 | 239.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 3,829 | 208.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,300 | 189.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,506 | 181.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,476 | 180.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,876 | 171.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 3,173 | 164.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 2,882 | 157K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,396 | 150K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 3,322 | 146.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 3,248 | 143.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,076 | 135.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 2,467 | 128K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 2,849 | 125.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 2,314 | 120.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,180 | 118.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,028 | 110.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,385 | 105.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,242 | 99K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,225 | 98.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 2,065 | 91.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,660 | 90.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,600 | 83K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,762 | 77.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,716 | 75.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,306 | 71.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 1,599 | 70.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,234 | 67.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,204 | 65.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,457 | 64.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,305 | 57.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,295 | 57.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,258 | 55.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,011 | 52.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 916 | 49.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 909 | 47.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 855 | 46.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 843 | 45.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 829 | 45.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 1,019 | 45K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 966 | 42.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 960 | 42.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 812 | 42.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 770 | 41.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 767 | 41.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 754 | 41.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 921 | 40.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |