| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.97M (6.23%) | -550.70K Decreased by -11.09% | Feb 28, 26 |
| 2 | Vanguard US Total Market Shares ETF | 2.59M (3.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.56M (3.22%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 4 | iShares Russell 2000 ETF | 2.00M (2.51%) | 227.72K Increased by +11.39% | Feb 28, 26 |
| 5 | Vanguard Small Cap Index | 1.86M (2.33%) | 3.92K Increased by +0.21% | Feb 28, 26 |
| 6 | Fuh Hwa FTSE Mortgage REITs ETF | 1.64M (2.06%) | 168.05K Increased by +10.23% | Dec 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.19M (1.49%) | 3.18K Increased by +0.27% | Feb 28, 26 |
| 8 | iShares Mortgage Real Estate Capped ETF | 1.02M (1.28%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 894.82K (1.12%) | 13.10K Increased by +1.46% | Feb 28, 26 |
| 10 | Fidelity Small Cap Index | 824.22K (1.03%) | -29.13K Decreased by -3.53% | Dec 31, 25 |
| 11 | Fidelity® Small Cap Index | 819.50K (1.03%) | 21.67K Increased by +2.64% | Oct 31, 23 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 791.73K (0.99%) | -155.00K Decreased by -19.58% | Feb 28, 26 |
| 13 | State Street SPDR Port S&P 600 Sm CpETF | 753.03K (0.94%) | 2.10K Increased by +0.28% | Feb 27, 26 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 719.74K (0.90%) | 8.71K Increased by +1.21% | Aug 29, 25 |
| 15 | iShares Russell 2000 Value ETF | 705.01K (0.88%) | -122.26K Decreased by -17.34% | Feb 28, 26 |
| 16 | SPDR® S&P 600 Small Cap Value ETF | 468.19K (0.59%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 17 | State Street® SPDR® S&P 600™ Sm CpValETF | 458.52K (0.58%) | -515.00 Decreased by -0.11% | Feb 27, 26 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 450.32K (0.56%) | 32.80K Increased by +7.28% | Jul 31, 25 |
| 19 | Fidelity® Extended Market Index | 446.27K (0.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Fidelity Extended Market Index | 442.53K (0.55%) | -1.84K Decreased by -0.42% | Jan 31, 26 |