Funds holding Forrester Research Inc
111 funds declare a position · 20 ETFs and 91 other funds · 20M $ · US3465631097
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 708,145 | 4.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 351,436 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 292,238 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | Adara Smaller Companies Fund RBB Fund, Inc. | 278,210 | 1.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 5 | Meridian Small Cap Growth Fund Meridian Fund Inc | 138,859 | 785.9K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 6 | Ultra-Small Company Fund Bridgeway Funds, Inc. | 119,859 | 678.4K $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 118,003 | 667.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 109,003 | 685.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 9 | iShares Russell 2000 Value ETF iShares Trust | 101,045 | 571.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 10 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 89,200 | 504.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 11 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 65,328 | 410.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 12 | SmallCap Value Fund II Principal Funds, Inc | 63,139 | 397.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 13 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 61,466 | 367.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 14 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 58,753 | 351.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 15 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 56,672 | 338.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 16 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,499 | 330.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,739 | 268.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 18 | AST Small-Cap Equity Portfolio Advanced Series Trust | 40,780 | 230.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 19 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 39,400 | 235.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 20 | Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 33,886 | 202.6K $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 21 | ACUITAS US MICROCAP FUND FORUM FUNDS II | 30,610 | 173.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 22 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 29,656 | 167.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 23 | iShares Micro-Cap ETF iShares Trust | 28,635 | 162.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 24 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 28,100 | 159K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 25 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 24,800 | 140.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 26 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 24,243 | 145K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 27 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 23,038 | 144.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 28 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 20,735 | 124K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 29 | Master Small Cap Index Series Quantitative Master Series LLC | 20,111 | 113.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 30 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 19,784 | 118.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 31 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 17,789 | 100.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 32 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,854 | 100.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 33 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,168 | 96.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 14,218 | 85K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 35 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,986 | 79.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 36 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 13,969 | 87.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 37 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,950 | 79K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 38 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,715 | 86.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 39 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 11,718 | 70.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 40 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 10,756 | 64.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 41 | EQ/Small Company Index Portfolio EQ Advisors Trust | 10,200 | 57.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 42 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 9,600 | 54.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 9,480 | 59.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 9,145 | 51.8K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 45 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,339 | 49.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 46 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,333 | 47.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 47 | Nuveen Equity Index Fund TIAA-CREF Funds | 8,331 | 52.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,265 | 46.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,883 | 44.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 50 | AUXIER FOCUS FUND FORUM FUNDS | 7,526 | 42.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 51 | Small Cap Index Fund Northern Funds | 7,284 | 41.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,000 | 41.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 53 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,820 | 38.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 54 | Venerable US Small Cap Fund Venerable Variable Insurance Trust | 6,517 | 36.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 55 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,243 | 29.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | Global X Russell 2000 ETF GLOBAL X FUNDS | 5,162 | 32.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,825 | 27.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,200 | 23.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | Small Cap Core Fund Northern Funds | 4,012 | 22.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 60 | Small Cap Index Fund VALIC Co I | 4,011 | 24K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 61 | iShares Russell 3000 ETF iShares Trust | 3,675 | 20.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,414 | 19.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,244 | 18.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,715 | 15.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 65 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,464 | 14.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 66 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,436 | 13.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 67 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,154 | 12.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,034 | 11.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,783 | 10.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 70 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,752 | 9.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 71 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,719 | 9.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,686 | 9.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,501 | 9.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,500 | 8.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,441 | 8.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 76 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,302 | 7.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | Victory Extended Market Index Fund Victory Portfolios III | 1,291 | 8.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 78 | New Covenant Growth Fund NEW COVENANT FUNDS | 1,169 | 6.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,137 | 7.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,018 | 5.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 987 | 5.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 978 | 5.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 83 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 977 | 6.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 84 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 966 | 5.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 948 | 5.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 825 | 4.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 780 | 4.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 88 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 770 | 4.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 89 | ProShares Ultra Russell2000 ProShares Trust | 709 | 4.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 90 | ProShares UltraPro Russell2000 ProShares Trust | 705 | 4.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 91 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 545 | 3.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 92 | Applied Finance IVS US SMID ETF ETF Opportunities Trust | 504 | 2.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 93 | ProShares Russell 2000 High Income ETF ProShares Trust | 496 | 3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 94 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 474 | 3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 473 | 2.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 96 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 381 | 2.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 97 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 375 | 2.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 345 | 2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 99 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 219 | 1.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 100 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 178 | 1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
97 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Portolan Capital Management, LLC | 1,541,276 | 8.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 907,377 | 5.1M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 750,000 | 4.2M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 710,847 | 4M $ | as of Mar 31, 2026 |
| Nantahala Capital Management, LLC | 694,422 | 3.9M $ | as of Mar 31, 2026 |
| ArrowMark Colorado Holdings LLC | 472,952 | 2.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 436,706 | 2.5M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 389,254 | 2.2M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 383,589 | 2.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 316,788 | 1.8M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 284,424 | 1.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 266,389 | 1.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 259,070 | 1.5M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 224,085 | 1.3M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 185,922 | 1.1M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 150,859 | 853.9K $ | as of Mar 31, 2026 |
| Nierenberg Investment Management Company, LLC | 131,110 | 742.1K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 127,635 | 722.4K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 102,647 | 581K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 102,073 | 577.7K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 101,601 | 575.1K $ | as of Mar 31, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | 91,500 | 517.9K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 88,939 | 503.4K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 86,342 | 488.7K $ | as of Mar 31, 2026 |
| Clear Street Group Inc. | 69,942 | 395.9K $ | as of Mar 31, 2026 |