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XZO · Exzeo Group, Inc.

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$15.17 -0.50 (-3.19%) At close · Aug 14
Market Cap
$1.40B
Shares
90.09M

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 XZO

75 fund positions
Fund Balance Value % of Fund Open
Janus Henderson Venture Fund 578,622 $8,488,385 0.28%
PGIM Jennison Small Company Fund 250,935 $3,681,216 0.12%
Goldman Sachs Small Cap Value Fund 220,928 $3,059,853 0.33%
Avantis U.S. Small Cap Value ETF 211,494 $2,929,192 0.01%
Strategic Advisers U.S. Total Stock Fund 206,717 $2,863,030 0.00%
Hood River New Opportunities Fund 97,952 $2,375,336 0.63%
iShares Russell 2000 ETF 120,131 $1,762,322 0.00%
Victory RS Small Cap Growth Fund 109,358 $1,604,282 0.48%
Fidelity Small Cap Index Fund 76,784 $1,243,901 0.00%
Driehaus Micro Cap Growth Fund 84,608 $1,241,199 0.27%
Federated Hermes Muni and Stock Advantage Fund 50,000 $810,000 0.06%
Adara Smaller Companies Fund 40,768 $768,477 0.11%
1290 Essex Small Cap Growth Fund 46,440 $752,328 0.67%
Federated Hermes Managed Volatility Fund II 45,000 $660,150 0.39%
Penn Series Small Cap Value Fund 44,089 $646,786 0.45%
VANGUARD RUSSELL 2000 INDEX FUND 39,434 $546,161 0.00%
iShares Russell 2000 Value ETF 36,052 $528,883 0.00%
Avantis U.S. Small Cap Equity ETF 35,675 $494,099 0.02%
Boston Partners Long/Short Equity Fund 31,229 $432,522 0.35%
College Retirement Equities Fund - Total Global Stock Account 27,150 $398,291 0.00%
Federated Hermes Prudent Bear Fund 25,000 $366,750 0.37%
iShares Russell 2000 Growth ETF 21,408 $314,055 0.00%
Schwab Small-Cap Index Fund 16,784 $271,901 0.00%
Avantis U.S. Small Cap Value Fund 18,645 $258,233 0.01%
Avantis U.S. Equity ETF 18,082 $250,436 0.00%
Penn Series Small Cap Growth Fund 17,070 $250,417 0.29%
Federated Hermes Capital Income Fund 17,649 $244,439 0.04%
Blackstone Alternative Multi-Strategy Fund 14,243 $208,945 0.01%
Small-Cap Value Portfolio 11,502 $194,039 0.04%
Goldman Sachs Small Cap Value Insights Fund 8,441 $136,744 0.01%
Nuveen Small Cap Blend Index Fund 8,312 $134,654 0.00%
LVIP State Street Small-Cap Index Fund 6,400 $107,968 0.00%
Fidelity Small Cap Value Index Fund 6,016 $88,255 0.00%
EQ/2000 Managed Volatility Portfolio 5,177 $75,947 0.00%
Small Cap Index Fund 4,369 $64,093 0.00%
Avantis U.S. Equity Fund 4,419 $61,203 0.01%
Global X Russell 2000 ETF 3,305 $53,541 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 3,735 $51,730 0.00%
AST PGIM Aggressive Multi-Asset Portfolio 3,063 $44,934 0.00%
Small Cap Index Fund 3,184 $44,098 0.00%
iShares Russell Small/Mid-Cap Index Fund 2,514 $40,727 0.00%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 2,700 $39,609 0.00%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 2,673 $37,021 0.00%
Small-Cap Index Portfolio 1,965 $33,150 0.00%
Fidelity Small Cap Growth Index Fund 2,259 $33,140 0.00%
Bridge Builder Small/Mid Cap Value Fund 1,845 $27,066 0.00%
Small Cap Index Trust 1,552 $22,768 0.00%
NVIT Small Cap Index Fund 1,479 $21,697 0.00%
ATM Small Cap Managed Volatility Portfolio 1,284 $18,836 0.00%
DWS Small Cap Index VIP 1,068 $15,668 0.00%
Showing 1–50 of 75 positions
Key facts CIK 1873951 CUSIP 30234F101 13F (30d) 85 filings 85 filers Visit website Investor relations

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