Funds holding Forrester Research Inc
111 funds declare a position · 20 ETFs and 91 other funds · 20M $ · US3465631097
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| 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 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 351,436 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 278,210 | 1.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 292,238 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Meridian Small Cap Growth Fund Meridian Fund Inc | 138,859 | 785.9K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 109,003 | 685.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 119,859 | 678.4K $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 118,003 | 667.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 101,045 | 571.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 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 |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 65,328 | 410.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 63,139 | 397.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 61,466 | 367.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 58,753 | 351.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 56,672 | 338.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,499 | 330.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,739 | 268.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 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 |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 40,780 | 230.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 33,886 | 202.6K $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 30,610 | 173.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 29,656 | 167.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 28,635 | 162.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 28,100 | 159K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 24,243 | 145K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 23,038 | 144.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 24,800 | 140.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 20,735 | 124K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 19,784 | 118.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 20,111 | 113.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 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 |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 17,789 | 100.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,168 | 96.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 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 |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,715 | 86.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 14,218 | 85K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,986 | 79.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,950 | 79K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 11,718 | 70.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 10,756 | 64.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 9,480 | 59.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 10,200 | 57.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 9,600 | 54.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 8,331 | 52.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 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 |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,339 | 49.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,333 | 47.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,265 | 46.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,883 | 44.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AUXIER FOCUS FUND FORUM FUNDS | 7,526 | 42.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,000 | 41.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 7,284 | 41.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,820 | 38.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 6,517 | 36.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,162 | 32.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,243 | 29.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,825 | 27.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 4,011 | 24K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 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 |
| Small Cap Core Fund Northern Funds | 4,012 | 22.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 3,675 | 20.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,414 | 19.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,244 | 18.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,715 | 15.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,464 | 14.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,436 | 13.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,154 | 12.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 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 |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,783 | 10.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,752 | 9.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,719 | 9.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,686 | 9.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,501 | 9.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,500 | 8.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 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 |
| Victory Extended Market Index Fund Victory Portfolios III | 1,291 | 8.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 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 |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,137 | 7.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,169 | 6.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 977 | 6.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 978 | 5.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 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 |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 987 | 5.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 966 | 5.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 948 | 5.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 825 | 4.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 780 | 4.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 770 | 4.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 709 | 4.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 705 | 4.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 545 | 3.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 474 | 3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 496 | 3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 504 | 2.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 473 | 2.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 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 |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 375 | 2.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 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 |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 219 | 1.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 178 | 1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 130 | 817.7 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 61 | 383.7 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 58 | 328.3 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 38 | 215.1 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 29 | 164.1 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 27 | 152.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 21 | 132.1 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 16 | 90.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 12 | 71.8 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 17 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 12 $ | 0.00 % | as of Feb 28, 2026 · Original filing |