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 €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| New Covenant Growth Fund NEW COVENANT FUNDS | 806 | 35.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 770 | 41.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 767 | 41.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 760 | 39.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 757 | 33.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 756 | 39.2K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 754 | 41.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 731 | 32.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 558 | 28.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 530 | 27.5K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 529 | 28.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 524 | 23.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 508 | 22.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 502 | 26K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 405 | 17.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 385 | 17K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 381 | 16.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 358 | 15.8K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 334 | 14.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 292 | 12.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 289 | 12.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 275 | 15K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 267 | 14.5K $ | 0.06 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 262 | 11.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 250 | 13K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 236 | 12.9K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 231 | 12K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 230 | 10.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 214 | 9.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 149 | 6.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 145 | 6.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 139 | 7.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 109 | 5.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Motley Fool Value Factor ETF RBB Fund, Inc. | 86 | 4.5K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| Franklin Exponential Data ETF Franklin Templeton ETF Trust | 75 | 3.3K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 60 | 3.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 60 | 2.7K $ | as of Mar 31, 2026 ↗ | |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 54 | 2.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 49 | 2.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 47 | 2.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 46 | 2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 41 | 1.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 31 | 1.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 25 | 1.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 22 | 1.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 20 | 883.4 $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 15 | 662.6 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 13 | 674.4 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 7 | 363.2 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 4 | 207.5 $ | as of Feb 28, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 207.5 $ | 0.02 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 3 | 163.4 $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 132.5 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / INVER VALUE GLOBAL FUND ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 117.5K € | 1.26 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 153 | -18 | 3,177,597 | -12.7 % |
| 2026Q1 | 171 | -2 | 3,641,657 | +10.1 % |
| 2025Q4 | 173 | -7 | 3,307,331 | -2.7 % |
| 2025Q3 | 180 | +24 | 3,400,400 | +21.7 % |
| 2025Q2 | 156 | +39 | 2,793,257 | +89.2 % |
| 2025Q1 | 117 | +15 | 1,476,121 | +10.5 % |
| 2024Q4 | 102 | +42 | 1,335,707 | +66.8 % |
| 2024Q3 | 60 | +33 | 800,572 | +27.6 % |
| 2024Q2 | 27 | +4 | 627,227 | +21.2 % |
| 2024Q1 | 23 | -2 | 517,465 | -10.1 % |
| 2023Q4 | 25 | 575,858 |
Institutional managers
142 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Ribbit Management Company, LLC | 1,232,607 | 54.4M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 1,185,073 | 52.3K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,050,327 | 46.4M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 477,124 | 21.1M $ | as of Mar 31, 2026 |
| FINDELL CAPITAL MANAGEMENT LLC | 375,000 | 16.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 319,528 | 14.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 265,939 | 11.7M $ | as of Mar 31, 2026 |
| Galileo (PTC) Ltd | 252,669 | 11.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 238,781 | 10.5M $ | as of Mar 31, 2026 |
| Buckley Capital Advisors, LLC | 174,554 | 7.7M $ | as of Mar 31, 2026 |
| Tairen Capital Ltd | 160,798 | 7.1M $ | as of Mar 31, 2026 |
| Dragoneer Investment Group, LLC | 154,320 | 6.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 150,464 | 6.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 149,317 | 6.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 148,738 | 6.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 141,077 | 6.2M $ | as of Mar 31, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | 138,996 | 6.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 127,581 | 5.6M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 123,525 | 5.5K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 109,408 | 4.8M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 107,693 | 4.8M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 98,259 | 4.3M $ | as of Mar 31, 2026 |
| Palisades Investment Partners, LLC | 90,336 | 4M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 80,354 | 3.5M $ | as of Mar 31, 2026 |
| Quinn Opportunity Partners LLC | 70,339 | 3.1M $ | as of Mar 31, 2026 |
Declared shareholders of Root Inc/OH
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 8.60 % | 1,185,073 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
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