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ROOT · Root, Inc.

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$51.45 +1.62 (+3.25%) At close · Aug 14
Market Cap
$797.13M
Shares
15.49M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding ROOT

157 fund positions
Fund Balance Value % of Fund Open
SMALLCAP World Fund Inc 436,224 $19,268,014 0.02%
VANGUARD TOTAL STOCK MARKET INDEX FUND 347,062 $15,329,729 0.00%
T. Rowe Price Small-Cap Value Fund, Inc. 316,115 $13,962,800 0.15%
iShares Russell 2000 ETF 305,404 $13,489,695 0.02%
T. Rowe Price Small-Cap Stock Fund, Inc. 263,503 $11,638,928 0.14%
VANGUARD EXTENDED MARKET INDEX FUND 155,462 $6,866,757 0.01%
Fidelity Small Cap Index Fund 121,557 $6,622,425 0.02%
T. Rowe Price Institutional Small-Cap Stock Fund 142,621 $6,299,570 0.15%
iShares Russell 2000 Growth ETF 101,231 $4,471,373 0.04%
Fidelity Extended Market Index Fund 71,415 $3,717,865 0.01%
T. Rowe Price New Horizons Fund, Inc. 79,962 $3,531,922 0.03%
Schwab U.S. Small-Cap ETF 65,183 $3,393,427 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 63,184 $3,289,359 0.02%
Hennessy Cornerstone Growth Fund 47,102 $2,566,117 0.51%
Dimensional U.S. Small Cap ETF 43,005 $2,342,912 0.02%
iShares U.S. Small-Cap Equity Factor ETF 36,757 $2,002,521 0.06%
Global Small Capitalization Fund 40,900 $1,806,553 0.06%
BlackRock Advantage Small Cap Core Fund 28,795 $1,499,068 0.03%
Schwab Small-Cap Index Fund 27,170 $1,480,222 0.02%
Fidelity Total Market Index Fund 25,406 $1,322,636 0.00%
Fidelity Series Total Market Index Fund 20,882 $1,087,117 0.00%
Small Cap Value Portfolio 22,278 $984,019 0.17%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 18,012 $937,705 0.10%
VANGUARD FINANCIALS INDEX FUND 17,540 $913,132 0.01%
Avantis U.S. Small Cap Equity ETF 16,739 $871,432 0.03%
Master Small Cap Index Series 19,549 $863,479 0.02%
iShares Core S&P Total U.S. Stock Market ETF 18,028 $796,297 0.00%
Nuveen Small Cap Blend Index Fund 14,561 $793,283 0.02%
U.S. CORE EQUITY 2 PORTFOLIO 13,515 $736,297 0.00%
Bridge Builder Small/Mid Cap Growth Fund 16,149 $713,301 0.01%
Schwab Total Stock Market Index Fund 11,029 $600,860 0.00%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 11,459 $596,556 0.04%
EQ/2000 Managed Volatility Portfolio 13,094 $578,362 0.02%
Federated Hermes MDT Small Cap Core Fund 10,116 $551,120 0.03%
LVIP State Street Small-Cap Index Fund 9,200 $514,464 0.02%
Federated Hermes MDT Small Cap Growth Fund 8,788 $478,770 0.06%
U.S. SMALL CAP PORTFOLIO 8,695 $473,704 0.00%
T. Rowe Price Spectrum Moderate Growth Allocation Fund 8,898 $463,230 0.01%
Fidelity Nasdaq Composite Index Fund 8,393 $436,940 0.00%
Schwab U.S. Broad Market ETF 8,000 $416,480 0.00%
BlackRock Advantage Small Cap Growth Fund 9,368 $413,785 0.06%
Fidelity Small Cap Growth Index Fund 9,338 $412,459 0.04%
Nuveen Equity Index Fund 7,498 $408,491 0.00%
Fidelity ZERO Total Market Index Fund 6,880 $374,822 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 7,542 $333,130 0.00%
Global X Russell 2000 ETF 5,327 $290,215 0.02%
VANGUARD BALANCED INDEX FUND 6,478 $286,133 0.00%
EQ/Small Company Index Portfolio 6,370 $281,363 0.02%
iShares U.S. Insurance ETF 6,176 $272,794 0.07%
Fidelity ZERO Extended Market Index Fund 4,837 $263,520 0.01%
Showing 1–50 of 157 positions
Key facts CIK 1788882 CUSIP 77664L207 13F (30d) 157 filings 153 filers Visit website Investor relations

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