| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.98M (6.11%) | 860.00 Increased by +0.02% | Jul 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.63M (3.22%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.59M (3.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 2.01M (2.47%) | -38.22K Decreased by -1.90% | Jul 31, 25 |
| 5 | Vanguard Small Cap Index | 2.01M (2.46%) | -64.57K Decreased by -3.22% | Jun 30, 25 |
| 6 | Fuh Hwa FTSE Mortgage REITs ETF | 1.64M (2.02%) | 168.05K Increased by +10.23% | Dec 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.29M (1.58%) | -41.04K Decreased by -3.19% | Jun 30, 25 |
| 8 | Vanguard Small Cap Value Index Inv | 1.28M (1.57%) | -50.48K Decreased by -3.94% | Jun 30, 25 |
| 9 | iShares Mortgage Real Estate Capped ETF | 1.05M (1.29%) | 5.98K Increased by +0.57% | Jul 31, 25 |
| 10 | Fidelity Small Cap Index | 861.99K (1.06%) | 11.09K Increased by +1.29% | May 31, 25 |
| 11 | Fidelity® Small Cap Index | 819.50K (1.01%) | 21.67K Increased by +2.64% | Oct 31, 23 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 773.26K (0.95%) | -747.00 Decreased by -0.10% | Jul 31, 25 |
| 13 | iShares Russell 2000 Value ETF | 710.23K (0.87%) | 527.00 Increased by +0.07% | Jul 31, 25 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 704.70K (0.86%) | 396.00 Increased by +0.06% | Jul 31, 25 |
| 15 | Fidelity Extended Market Index | 464.31K (0.57%) | -4.44K Decreased by -0.96% | Apr 30, 25 |
| 16 | Fidelity® Extended Market Index | 446.27K (0.55%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 417.52K (0.51%) | 171.49K Increased by +41.07% | Jun 30, 25 |
| 18 | Vanguard Russell 2000 ETF | 417.08K (0.51%) | 2.20K Increased by +0.53% | Jun 30, 25 |
| 19 | State St Russell Sm Cap® Indx SL Cl I | 300.70K (0.37%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Vanguard S&P Small-Cap 600 ETF | 271.70K (0.33%) | -9.37K Decreased by -3.45% | Jun 30, 25 |