As of the latest SEC filings, Root, Inc. (ROOT) is held by 155 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $19,268,014.08 in market value, representing 0.02% of its portfolio.
Funds holding Root, Inc. (ROOT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ROOT
- CIK:
- 0001788882
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.02% | $19,268,014.08 | 436,224 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $15,329,728.54 | 347,062 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.15% | $13,962,799.55 | 316,115 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $13,489,694.68 | 305,404 | Mar 31, 2026 | May 28, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.14% | $11,638,927.51 | 263,503 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,866,756.54 | 155,462 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,622,425.36 | 121,557 | Apr 30, 2026 | Jun 26, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.15% | $6,299,569.57 | 142,621 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.04% | $4,471,373.27 | 101,231 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,744,698.40 | 72,180 | Feb 28, 2026 | Apr 24, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.03% | $3,531,921.54 | 79,962 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,426,933.40 | 66,055 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,154,096.48 | 60,796 | Feb 28, 2026 | Apr 28, 2026 |
|
HFCGX
Hennessy Cornerstone Growth Fund
|
MF | Independent / Boutique | 0.51% | $2,566,116.96 | 47,102 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,342,912.40 | 43,005 | Apr 30, 2026 | Jun 29, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.06% | $2,002,521.36 | 36,757 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Global Small Capitalization Fund
|
ETF | Capital Group / American Funds | 0.06% | $1,806,553.00 | 40,900 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,480,221.60 | 27,170 | Apr 30, 2026 | Jun 25, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,318,063.28 | 25,406 | Feb 28, 2026 | Apr 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.02% | $1,135,290.04 | 21,883 | Feb 27, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,059,182.08 | 20,416 | Feb 28, 2026 | Apr 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.04% | $1,008,391.56 | 19,437 | Feb 28, 2026 | Apr 29, 2026 |
|
-
Small Cap Value Portfolio
|
ETF | Independent / Boutique | 0.17% | $984,019.26 | 22,278 | Mar 31, 2026 | May 27, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 0.01% | $943,645.32 | 18,189 | Feb 28, 2026 | Apr 28, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.02% | $863,479.33 | 19,549 | Mar 31, 2026 | May 28, 2026 |
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