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FORR · Forrester Research, Inc. · Held by Funds

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$12.44 +0.54 (+4.54%) At close · Oct 22
Rebalance outlook locked
Market Cap
$226.56M
Shares
19.04M
Volume · Oct 22 101.43K Avg daily vol (3M) 110.1K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of FORR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 5.63% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 1.60% 304,595
Index ETFs 4.03% 766,663
Active ETFs 0.57% 109,323
Active funds 7.05% 1,341,932
Unclassified 1.73% 329,328
All registered funds 14.98% 2,851,841
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding FORR

71 fund positions
Fund Balance Value % of Fund Open
Strategic Advisers U.S. Total Stock Fund 722,861 $5,096,170 0.01%
Tax-Managed U.S. Mid & Small Cap Fund 302,411 $3,477,727 0.17%
VANGUARD TOTAL STOCK MARKET INDEX FUND 351,436 $2,955,577 0.00%
Adara Smaller Companies Fund 278,210 $1,961,381 0.24%
VANGUARD EXTENDED MARKET INDEX FUND 135,053 $1,135,796 0.00%
Meridian Small Cap Growth Fund 107,078 $900,526 0.33%
Ultra-Small Company Fund 92,617 $778,909 0.79%
SmallCap Value Fund II 67,649 $777,964 0.06%
SPDR(R) S & P 600 Small Cap ETF 21,808 $705,489 0.04%
U.S. MICRO CAP PORTFOLIO 52,155 $599,783 0.01%
Fidelity Extended Market Index Fund 72,686 $512,436 0.00%
Hotchkis and Wiley Small Cap Diversified Value Fund 54,600 $459,186 0.05%
VANGUARD RUSSELL 2000 INDEX FUND 58,134 $409,845 0.00%
Schwab U.S. Small-Cap ETF 57,881 $408,061 0.00%
Dimensional U.S. Small Cap ETF 32,607 $374,981 0.00%
AST Small-Cap Equity Portfolio 40,780 $342,960 0.02%
iShares Micro-Cap ETF 39,406 $331,404 0.02%
ACUITAS US MICROCAP FUND 36,935 $310,623 0.26%
Multi-Manager Small Cap Equity Strategies Fund 39,400 $277,770 0.02%
IQ U.S. Small Cap ETF 10,058 $256,278 0.15%
Federated Hermes MDT Small Cap Core ETF 34,139 $240,680 0.09%
Ultra-Small Company Market Fund 28,100 $236,321 0.16%
U.S. SMALL CAP VALUE PORTFOLIO 20,508 $235,842 0.00%
Fidelity Nasdaq Composite Index ETF 30,470 $214,814 0.00%
WisdomTree U.S. SmallCap Fund 25,294 $212,723 0.03%
Empower Small Cap Value Fund 24,800 $208,568 0.03%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 17,789 $149,605 0.00%
Invesco RAFI US 1500 Small-Mid ETF 12,858 $147,867 0.01%
Fidelity Total Market Index Fund 20,735 $146,182 0.00%
Fidelity Nasdaq Composite Index Fund 18,326 $129,198 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 17,080 $120,414 0.01%
Fidelity Series Total Market Index Fund 17,023 $120,012 0.00%
Goldman Sachs Absolute Return Tracker Fund 13,171 $110,768 0.00%
VANGUARD INDUSTRIALS INDEX FUND 14,662 $103,367 0.00%
Invesco S&P SmallCap 600 Equal Weight ETF 2,443 $90,538 0.16%
Avantis U.S. Small Cap Equity ETF 11,718 $82,612 0.00%
Royce Quant Small-Cap Quality Value ETF 9,145 $76,909 0.27%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 7,883 $66,296 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 8,739 $61,610 0.00%
Venerable US Small Cap Fund 6,327 $53,210 0.03%
VANGUARD BALANCED INDEX FUND 6,023 $50,653 0.00%
Schwab U.S. Broad Market ETF 7,000 $49,350 0.00%
Bridge Builder Small/Mid Cap Value Fund 5,243 $44,094 0.00%
JNL/DFA U.S. Small Cap Fund 4,825 $40,578 0.00%
Small Cap Index Fund 4,011 $28,278 0.00%
PGIM QMA Strategic Alpha Small-Cap Growth ETF 582 $27,674 0.18%
VANGUARD U.S. LIQUIDITY FACTOR ETF 655 $27,241 0.06%
1290 VT Micro Cap Portfolio 2,660 $22,371 0.01%
Ancora/Thelen Small-Mid Cap Fund 2,400 $20,184 0.01%
SIIT EXTENDED MARKET INDEX FUND 2,464 $17,371 0.00%
Showing 1–50 of 71 positions
Key facts CIK 1023313 CUSIP 346563109 13F (30d) 11 filings 11 filers Visit website Investor relations