| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.94M (6.12%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 2.59M (3.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.57M (3.18%) | -56.98K Decreased by -2.22% | Jul 31, 25 |
| 4 | iShares Russell 2000 ETF | 2.06M (2.54%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 5 | Vanguard Small Cap Index | 1.99M (2.47%) | -13.34K Decreased by -0.67% | Jul 31, 25 |
| 6 | Fuh Hwa FTSE Mortgage REITs ETF | 1.64M (2.03%) | 168.05K Increased by +10.23% | Dec 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.28M (1.58%) | -1.13K Decreased by -0.09% | Jul 31, 25 |
| 8 | iShares Mortgage Real Estate Capped ETF | 1.04M (1.29%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 884.94K (1.09%) | -401.95K Decreased by -45.42% | Jul 31, 25 |
| 10 | Fidelity Small Cap Index | 848.71K (1.05%) | -13.28K Decreased by -1.56% | Jun 30, 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 | 766.46K (0.95%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | iShares Russell 2000 Value ETF | 724.81K (0.90%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 719.74K (0.89%) | 8.71K Increased by +1.21% | Aug 29, 25 |
| 15 | SPDR® S&P 600 Small Cap Value ETF | 468.19K (0.58%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 16 | Fidelity Extended Market Index | 464.31K (0.57%) | -4.44K Decreased by -0.96% | Apr 30, 25 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 450.32K (0.56%) | 32.80K Increased by +7.28% | Jul 31, 25 |
| 18 | Fidelity® Extended Market Index | 446.27K (0.55%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Vanguard Russell 2000 ETF | 390.25K (0.48%) | -26.83K Decreased by -6.87% | Jul 31, 25 |
| 20 | State St Russell Sm Cap® Indx SL Cl I | 300.70K (0.37%) | 0.00 Increased by 0.00% | Mar 31, 24 |