Titelia

Funds holding Root Inc/OH

ISIN US77664L2079 · United States

Fund holders
154
Of which ETFs
35 119 other funds
Value held
≈ 147.5M $ 147.4M $ · 117.5K €
FundSharesValueWeight in fund
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 436,22419.3M $0.02 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 347,06215.3M $0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 316,11514M $0.15 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 305,40413.5M $0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 263,50311.6M $0.14 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 155,4626.9M $0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 142,6216.3M $0.15 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 121,5576.6M $0.02 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 101,2314.5M $0.04 %as of Mar 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 79,9623.5M $0.03 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 72,1803.7M $0.01 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 66,0553.4M $0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 60,7963.2M $0.02 %as of Feb 28, 2026 ↗
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 47,1022.6M $0.51 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 43,0052.3M $0.02 %as of Apr 30, 2026 ↗
Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES 40,9001.8M $0.06 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 36,7572M $0.06 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 27,1701.5M $0.02 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 25,4061.3M $0.00 %as of Feb 28, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 22,278984K $0.17 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 21,8831.1M $0.02 %as of Feb 27, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 20,4161.1M $0.00 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 19,549863.5K $0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 19,4371M $0.04 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 18,189943.6K $0.01 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 18,028796.3K $0.00 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 16,149713.3K $0.01 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 14,561793.3K $0.02 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 13,515736.3K $0.00 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 13,094578.4K $0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,485647.7K $0.07 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,270584.7K $0.04 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 11,029600.9K $0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 10,116551.1K $0.03 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 9,520493.9K $0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 9,368413.8K $0.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 9,338412.5K $0.04 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 8,788478.8K $0.06 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,695473.7K $0.00 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 8,393435.4K $0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,000415K $0.00 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,800344.5K $0.02 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,542333.1K $0.00 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 7,498408.5K $0.00 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,880374.8K $0.00 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,543339.5K $0.12 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,478286.1K $0.00 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 6,370281.4K $0.02 %as of Mar 31, 2026 ↗
iShares U.S. Insurance ETF iShares Trust 6,176272.8K $0.07 %as of Mar 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 5,447240.6K $0.19 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 5,421239.4K $0.02 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 5,327290.2K $0.02 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 4,965257.6K $0.02 %as of Feb 28, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,837263.5K $0.01 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,300189.9K $0.01 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,876171.2K $0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 3,829208.6K $0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 3,506181.9K $0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 3,476180.3K $0.00 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,396150K $0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 3,322146.7K $0.02 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 3,248143.5K $0.00 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,173164.6K $0.00 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,076135.9K $0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 2,882157K $0.01 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 2,849125.8K $0.02 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 2,467128K $0.08 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,385105.3K $0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,314120.1K $0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,24299K $0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 2,22598.3K $0.02 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,180118.8K $0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 2,06591.2K $0.00 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,028110.5K $0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,76277.8K $0.02 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,71675.8K $0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 1,66090.4K $0.00 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,60083K $0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 1,59970.6K $0.02 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,45764.4K $0.02 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,30671.2K $0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,30557.6K $0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,29557.2K $0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,25855.6K $0.02 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,23467.2K $0.00 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 1,20465.6K $0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 1,01945K $0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,01152.5K $0.00 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 96642.7K $0.02 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 96042.4K $0.02 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 92140.7K $0.04 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 91649.9K $0.02 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 90947.2K $0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 88639.1K $0.01 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 85546.6K $0.02 %as of Apr 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 85337.7K $0.00 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 84345.9K $0.00 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 82945.2K $0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 81736.1K $0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 81242.1K $0.03 %as of Feb 28, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / INVER VALUE GLOBAL FUND ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 1.26 %as of Dec 31, 2025 ↗
Hennessy Cornerstone Growth Fund Hennessy Funds Trust 0.51 %as of Apr 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 0.19 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 0.17 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 0.15 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 0.15 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 0.14 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 0.12 %as of Feb 28, 2026 ↗
Franklin Exponential Data ETF Franklin Templeton ETF Trust 0.10 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.08 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterHoldersChangeSharesChange
2026Q2153-183,177,597-12.7 %
2026Q1171-23,641,657+10.1 %
2025Q4173-73,307,331-2.7 %
2025Q3180+243,400,400+21.7 %
2025Q2156+392,793,257+89.2 %
2025Q1117+151,476,121+10.5 %
2024Q4102+421,335,707+66.8 %
2024Q360+33800,572+27.6 %
2024Q227+4627,227+21.2 %
2024Q123-2517,465-10.1 %
2023Q425575,858

Institutional managers

142 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Ribbit Management Company, LLC1,232,60754.4M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.1,185,07352.3K $as of Mar 31, 2026
BlackRock, Inc.1,050,32746.4M $as of Mar 31, 2026
Capital Research Global Investors477,12421.1M $as of Mar 31, 2026
FINDELL CAPITAL MANAGEMENT LLC375,00016.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC319,52814.1M $as of Mar 31, 2026
STATE STREET CORP265,93911.7M $as of Mar 31, 2026
Galileo (PTC) Ltd252,66911.2M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC238,78110.5M $as of Mar 31, 2026
Buckley Capital Advisors, LLC174,5547.7M $as of Mar 31, 2026
Tairen Capital Ltd160,7987.1M $as of Mar 31, 2026
Dragoneer Investment Group, LLC 154,3206.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP150,4646.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC149,3176.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC148,7386.6M $as of Mar 31, 2026
MORGAN STANLEY141,0776.2M $as of Mar 31, 2026
BOOTHBAY FUND MANAGEMENT, LLC138,9966.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/127,5815.6M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/123,5255.5K $as of Mar 31, 2026
NORTHERN TRUST CORP109,4084.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC107,6934.8M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS98,2594.3M $as of Mar 31, 2026
Palisades Investment Partners, LLC90,3364M $as of Mar 31, 2026
Trexquant Investment LP80,3543.5M $as of Mar 31, 2026
Quinn Opportunity Partners LLC70,3393.1M $as of Mar 31, 2026

Declared shareholders of Root Inc/OH

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
T. Rowe Price Investment Management, Inc. 8.60 %1,185,073as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Funds holding Root Inc/OH". https://titelia.com/en/stocks/root-inc-oh-US77664L2079