| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.96M (6.08%) | 6.05K Increased by +0.12% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.63M (3.22%) | 0.00 Increased by 0.00% | May 31, 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 | 2.08M (2.55%) | 14.43K Increased by +0.69% | Jun 30, 25 |
| 5 | Vanguard Small Cap Index | 2.07M (2.54%) | 7.60K Increased by +0.37% | May 31, 25 |
| 6 | Fuh Hwa FTSE Mortgage REITs ETF | 1.64M (2.02%) | 168.05K Increased by +10.23% | Dec 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.33M (1.63%) | -1.99K Decreased by -0.15% | May 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.33M (1.63%) | 11.25K Increased by +0.85% | May 31, 25 |
| 9 | iShares Mortgage Real Estate Capped ETF | 1.02M (1.26%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 10 | Fidelity Small Cap Index | 850.90K (1.04%) | 8.81K Increased by +1.04% | Apr 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 | 773.25K (0.95%) | -6.47K Decreased by -0.84% | Jun 30, 25 |
| 13 | iShares Russell 2000 Value ETF | 732.36K (0.90%) | 12.80K Increased by +1.75% | Jun 30, 25 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 717.99K (0.88%) | 0.00 Increased by 0.00% | Jun 30, 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 Russell 2000 ETF | 414.88K (0.51%) | 3.66K Increased by +0.88% | May 31, 25 |
| 18 | State St Russell Sm Cap® Indx SL Cl I | 300.70K (0.37%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Vanguard S&P Small-Cap 600 ETF | 281.07K (0.34%) | 475.00 Increased by +0.17% | May 31, 25 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 246.03K (0.30%) | 0.00 Increased by 0.00% | May 31, 25 |