Forrester Research Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $1.99M | 0.00% | 351,436 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $1.65M | 0.00% | 292,238 NS | $71.92B | FIGI |
| Meridian Small Cap Growth Fund Meridian Fund Inc | — | $785.9K | 0.33% | 138,859 NS | $235.35M | FIGI |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | — | $678.4K | 0.79% | 119,859 NS | $85.36M | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $667.9K | 0.00% | 118,003 NS | $81.50B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $571.9K | 0.00% | 101,045 NS | $12.46B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $504.9K | 0.06% | 89,200 NS | $827.02M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $230.8K | 0.01% | 40,780 NS | $1.86B | FIGI |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | — | $173.3K | 0.18% | 30,610 NS | $97.64M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $167.9K | 0.03% | 29,656 NS | $633.02M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $162.1K | 0.01% | 28,635 NS | $1.21B | FIGI |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | — | $159.0K | 0.13% | 28,100 NS | $123.00M | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $140.4K | 0.02% | 24,800 NS | $575.61M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $113.8K | 0.00% | 20,111 NS | $4.82B | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $100.7K | 0.00% | 17,789 NS | $2.45B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $79.2K | 0.00% | 13,986 NS | $1.80B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $79.0K | 0.00% | 13,950 NS | $3.39B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $57.7K | 0.00% | 10,200 NS | $1.59B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $54.3K | 0.00% | 9,600 NS | $58.89B | FIGI |
| Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | SQLV | $51.8K | 0.21% | 9,145 NS | $24.26M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $47.2K | 0.00% | 8,333 NS | $1.95B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $46.8K | 0.00% | 8,265 NS | $5.64B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $44.6K | 0.00% | 7,883 NS | $30.28B | FIGI |
| AUXIER FOCUS FUND FORUM FUNDS | — | $42.6K | 0.01% | 7,526 NS | $318.11M | FIGI |
| Small Cap Index Fund Northern Funds | — | $41.2K | 0.00% | 7,284 NS | $1.38B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $38.6K | 0.00% | 6,820 NS | $1.90B | FIGI |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | — | $36.9K | 0.03% | 6,517 NS | $136.51M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $29.7K | 0.00% | 5,243 NS | $9.06B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $27.3K | 0.00% | 4,825 NS | $741.60M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $23.8K | 0.00% | 4,200 NS | $2.63B | FIGI |
| Small Cap Core Fund Northern Funds | — | $22.7K | 0.01% | 4,012 NS | $342.11M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $20.8K | 0.00% | 3,675 NS | $17.05B | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $19.3K | 0.00% | 3,414 NS | $962.08M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $18.4K | 0.00% | 3,244 NS | $768.54M | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $15.4K | 0.02% | 2,715 NS | $95.70M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $13.8K | 0.00% | 2,436 NS | $584.32M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $12.2K | 0.01% | 2,154 NS | $174.05M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $11.5K | 0.00% | 2,034 NS | $1.65B | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $10.1K | 0.00% | 1,783 NS | $419.22M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $9.9K | 0.00% | 1,752 NS | $332.36M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $9.7K | 0.00% | 1,719 NS | $436.75M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $9.5K | 0.00% | 1,686 NS | $1.23B | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $8.5K | 0.00% | 1,500 NS | $3.61B | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $8.2K | 0.00% | 1,441 NS | $358.38M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $7.4K | 0.00% | 1,302 NS | $876.76M | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $6.6K | 0.00% | 1,169 NS | $518.52M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $5.8K | 0.00% | 1,018 NS | $354.45M | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $5.6K | 0.00% | 987 NS | $126.20M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $5.5K | 0.00% | 966 NS | $253.61M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $5.4K | 0.00% | 948 NS | $225.03M | FIGI |