FORR 机构投资人持股和股东福雷斯特研究公司 (NasdaqGS) 股票

基本统计

机构股东	250 total, 250 long only, 0 short only, 0 long/short - change of 0.81% MRQ
平均投资组合配置	0.0446 % - change of 2.63% MRQ
已发行股票	shares (source: Capital IQ)

法人股（长期）	12,489,684 - 65.45% (ex 13D/G) - change of -0.72MM shares -5.43% MRQ
制度价值（长期）	$ 117,589 USD ($1000)

机构投资人持股和股东

Forrester Research, Inc. (US:FORR) 有 250 已向美国证券交易委员会（SEC）提交13D/G或13F表格的机构股东和股东。这些机构共持有 12,489,684 股股票。最大股东包括 Royce & Associates Lp, BlackRock, Inc., ArrowMark Colorado Holdings LLC, Vanguard Group Inc, Dimensional Fund Advisors Lp, Renaissance Technologies Llc, Pacific Ridge Capital Partners, LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Portolan Capital Management, LLC, and Acadian Asset Management Llc .

Forrester Research, Inc. (NasdaqGS:FORR)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。

The share price as of September 8, 2025 is 9.95 / share. Previously, on September 9, 2024, the share price was 17.79 / share. This represents a decline of 44.07% over that period.

FORR / Forrester Research, Inc. Institutional Ownership

基金情绪分数

基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。

更新频率：每日

请参阅“持股资源管理器”，它提供了排名最高的公司的列表。

查看排名最高的股票

机构看跌与看涨期权比率

除了报告标准的股票和债务发行外，管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪，而看涨期权表示积极情绪，因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。

使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一，即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权，因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。

FORR / Forrester Research, Inc. Historical Put/Call Ratio

13D/G备案

由于SEC的处理方式不同，我们将13D/G备案与13F备案分开提交，13D/G备案可以由投资者群体（一个主导）提交，而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值（代表投资者群体拥有的所有股份），但随后提交13F报告总股份的不同价值（严格代表他们自己的持股）。这意味着13D/G备案和13F备案的持股通常没有直接可比性，因此我们单独提供它们。

注意：自 2021 年 5 月 16 日起，我们不再显示在过去一年内未提交 13D/G 的持有人。以前，我们显示了13D / G申请的完整历史记录。一般来说，需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是，基金有时会在没有提交交割备案的情况下退出头寸（即，它们逐渐减少），因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆，我们现在只显示“当前”持有人，即在过去一年内提交申请的持有人。

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文件日期	表格	投资者	前期股票	最新股票	Δ 股票 (Percent)	持股 (百分比)	Δ 持股 (百分比)
2025-07-22	13G/A	罗伊斯合伙公司	1,833,271	1,121,297	-38.84	5.88	-39.13
2025-07-01	13G/A	乔治殖民地	7,380,411	7,380,411	0.00	38.70	-0.51
2025-02-05	13G/A	贝莱德公司	1,034,222	946,241	-8.51	4.98	-7.78
2024-11-12	13G/A	万家集团有限公司	692,477	692,477	0.00	3.63	0.00

13F和NPORT备案

关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。绿色行表示新头寸。红色行表示平仓。点击链接图标查看完整的交易历史记录。

更新解锁高级数据并导出到Excel Premium Registration Required .

生效日期 :

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-08	13F/A	斯特林资本管理有限公司		331	56.87	3	200.00
2025-08-26	NP	Profunds - Profund 超小型股副总裁		40	-4.76	0
2025-07-29	NP	VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,975	-0.75	85	-5.62
2025-06-26	NP	DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		68,178	77.35	637	8.70
2025-08-12	13F	巴罗·汉利·莫威尼与施特劳斯有限公司		191		2
2025-08-13	13F	纽约州共同退休基金		4,699	0.00	0
2025-08-26	NP	POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,219	-1.59	161	5.26
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		49	11.36	0
2025-08-05	13F	坎比亚投资有限公司		0	-100.00	0
2025-08-20	NP	ANCIX - Ancora Microcap 基金 I 类		26,537	223.27	263	249.33
2025-08-14	13F	ArrowMark 科罗拉多控股有限责任公司		724,125	1.12	7,169	8.34
2025-03-31	NP	FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,305	0.00	50	4.17
2025-08-14	13F	工程师门经理 LP		19,626	9.65	194	17.58
2025-04-30	13F	M&T银行公司		0	-100.00	0
2025-07-28	NP	UWM - ProShares Ultra Russell2000		1,169	-18.76	12	-20.00
2025-06-18	NP	GMRAX - 全国小盘指数基金 A 类		1,137	0.00	11	-41.18
2025-07-31	13F/A	亚飞财富		217		0
2025-07-24	NP	FNCMX - 富达纳斯达克综合指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,756	0.00	114	-4.20
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		63,773	78.14	678	70.96
2025-08-06	NP	林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别		8,333	0.00	82	7.89
2025-08-14	13F	Invenomic 资本管理公司		278,756	-13.47	2,760	-7.29
2025-07-11	13F	阿塞纳贡资产管理公司		11,019	0.00	109	7.92
2025-07-25	13F	全面清晰财富管理公司		0	-100.00	0
2025-08-11	13F	科维斯特有限公司		4	0.00	0
2025-08-13	13F	波托兰资本管理有限公司		351,726	25.57	3,482	34.54
2025-07-31	13F	凯斯特雷投资管理公司		95,100	-4.71	1
2025-08-12	13F	Trexquant 投资有限责任公司		28,211	8.34	279	16.25
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		3,244	0.00	32	10.34
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		219	0.00	2	0.00
2025-06-23	NP	SLPIX - 小盘股深度投资者类别		11	-15.38	0
2025-08-26	NP	TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,018	0.00	10	11.11
2025-08-11	13F	先锋集团公司		645,970	0.44	6,395	7.62
2025-08-20	NP	HWVIX - Hotchkis & Wiley 小型多元化价值基金 I 类		48,100	2.34	476	9.68
2025-08-26	NP	Profunds - Profunds 小型股副总裁		26	0.00	0
2025-05-29	NP	JAFEX - 总股票市场指数信托资产净值		350	0.00	3	-40.00
2025-08-13	13F	联合爱马仕有限公司		252,810	0.98	2,503	8.17
2025-08-13	13F	EverSource 财富顾问有限责任公司		963		10
2025-08-26	NP	BRUSX - 超小型公司基金 N 级		79,309	61.86	785	73.67
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		7,046	5.57	66	-35.64
2025-05-14	13F	大都会人寿投资管理有限公司		0	-100.00	0
2025-08-14	13F	安盛公司		47,003	-7.09	465	-0.43
2025-04-08	13F	罗斯柴尔德投资有限公司		0	-100.00	0
2025-07-28	NP	URTY - ProShares UltraPro Russell2000		857	-28.46	9	-30.77
2025-05-01	13F	巴伦坦合作伙伴有限责任公司		0	-100.00	0
2025-08-05	13F	亨廷顿国家银行		1	-98.90	0
2025-06-18	NP	NWHDX - 全国贝拉德认知价值基金 A 类		0	-100.00	0	-100.00
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		386	0.00	4	0.00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类		473	0.00	5	0.00
2025-08-22	NP	FISVX - 富达小盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12,511	0.98	124	7.89
2025-08-06	13F	真实财富设计有限责任公司		139	1,163.64	1
2025-08-14	13F	瑞银集团		5,795	-38.33	57	-33.72
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		27	-3.57	0
2025-05-28	NP	SMLV - SPDR SSGA 美国小盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,831	27.34	91	-25.00
2025-08-07	13F	唤起财富有限公司		10,074		100
2025-08-14	13F	道富银行		251,650	0.35	2,491	7.51
2025-08-05	13F	Simplex 贸易有限公司	Call	100		0
2025-08-14	13F	雷蒙德詹姆斯金融公司		1		0
2025-08-05	13F	Simplex 贸易有限公司		0	-100.00	0
2025-08-12	13F	Nuveen有限责任公司		24,751	-23.45	245	-17.79
2025-08-28	NP	SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,200	0.00	42	7.89
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		2,925	0.00	29	3.70
2025-08-05	13F	Simplex 贸易有限公司	Put	0	-100.00	0
2025-08-13	13F	库珀溪合伙人管理有限公司		46,779	0.00	0
2025-08-25	NP	SQLV - Legg Mason 小型股优质价值 ETF		5,156		51
2025-07-29	NP	VINAX - 先锋工业指数基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,126	-5.20	140	-9.15
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司		71		1
2025-08-12	13F	维度基金顾问有限公司		520,972	1.87	5,158	9.14
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		1,766	0.00	17	-38.46
2025-08-13	13F	华尔街眼资本有限责任公司		0	-100.00	0
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		3	0.00	0
2025-06-26	NP	DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		43,557	5.07	407	-35.60
2025-06-26	NP	DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,202	0.00	49	-39.24
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		39,352	-0.37	368	-39.04
2025-07-31	13F	尼萨投资顾问有限公司		1,294		13
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		11,409	0.60	121	-3.20
2025-08-11	13F	花旗集团		4,770	-43.88	47	-39.74
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		33,180	101.33	328	115.79
2025-08-12	13F	嘉信理财投资管理公司		88,650	0.28	878	7.48
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		16,788	0.55	166	7.79
2025-08-14	13F	阿默普莱斯金融公司		67,578	65.47	669	77.45
2025-07-24	NP	FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,168	8.96	172	4.27
2025-08-14	13F	美国银行 /de/		17,913	-42.42	177	-38.33
2025-08-26	NP	北方基金 - 北方小盘核心基金 K 类		4,478	-5.53	44	2.33
2025-07-22	13F	先驱投资管理有限公司		150,000	0.00	1,484	7.00
2025-08-13	13F	北方信托公司		108,483	-2.60	1,074	4.28
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		15	7.14	0
2025-08-14	13F	千禧管理有限公司		58,887	89.48	583	102.79
2025-08-26	NP	GSCYX - 机构小型股股票基金		4,384	192.27	43	230.77
2025-05-05	13F	林布鲁克资本有限公司		0	-100.00	0
2025-07-29	NP	RBB FUND, INC. - 阿达拉小型公司基金		137,450	97.77	1,461	89.74
2025-08-14	13F	柏图斯信托公司 (LTA)		31,365	-8.72	311	-2.21
2025-08-12	13F	恒线顾问公司		18,087	1.69	179	9.15
2025-05-28	NP	QCEQRX - 股票指数账户类别 R1		7,582	0.00	70	-40.68
2025-08-14	13F	简街集团有限责任公司		20,741	7.76	205	15.82
2025-07-29	13F	私人财富管理集团有限责任公司		169	212.96	2
2025-08-11	13F	罗伊斯联合有限责任公司		1,121,297	-38.84	11,101	-34.47
2025-08-14	13F	都铎投资公司等		32,200		319
2025-08-27	NP	VSTCX - 先锋战略小型股票基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,789	0.00	176	7.32
2025-08-15	13F	奥西尔资产管理公司		25,726	-23.00	255	-17.53
2025-06-26	NP	DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,894	0.00	55	-38.20
2025-08-12	13F	科桥金融公司		0	-100.00	0
2025-08-13	13F	箭街资本有限合伙企业		80,875		801
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		1,783	0.00	18	6.25
2025-08-14	13F	加拿大皇家银行		48,047	2,629.94	475	2,868.75
2025-08-28	NP	TIAA 独立账户 VA 1 - 股票指数账户教师个人年金个人递延可变年金		381	0.00	4	0.00
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		5,243	0.00	52	6.25
2025-06-27	NP	BIVIX - Invenomic 基金机构类别股票		261,564	27.29	2,446	-21.96
2025-07-24	NP	ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		14,879	0.47	158	-3.66
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		121,003	-0.90	1,198	6.12
2025-07-28	NP	ITWO - ProShares Russell 2000 高收益 ETF		202	-2.42	2	0.00
2025-07-14	13F	伽玛投资有限责任公司		114	-19.15	1	0.00
2025-06-23	NP	UAPIX - 超小盘深度投资者类别		119	-30.41	1	-50.00
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		2,436	0.00	24	9.09
2025-08-14	13F	法国巴黎银行套利公司		1,233	-93.41	12	-93.02
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,542	-16.91	155	-49.17
2025-05-29	NP	JAFVX - 战略股权配置信托系列资产净值		2,029	0.00	19	-41.94
2025-08-27	NP	VBINX - 先锋平衡指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,338	0.00	92	6.98
2025-06-26	NP	FSSNX - 富达小型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		119,304	2.54	1,115	-37.15
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级		2,506	21.83	25	26.32
2025-08-20	NP	全国可变保险信托 - NVIT 多经理小盘价值基金 I 类		2,500	127.27	25	140.00
2025-08-28	NP	NCGFX - 新约成长基金		1,169	0.00	12	10.00
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		1,069	0.00	11	11.11
2025-08-27	13F/A	Squarepoint Ops LLC		17,196		170
2025-08-14	13F	未来资产全球ETFS控股有限公司		6,666	-4.47	66	1.56
2025-05-14	13F	汇丰控股有限公司		0	-100.00	0
2025-05-15	13F	Point72 亚洲（新加坡）私人有限公司有限公司		0	-100.00	0
2025-08-27	NP	VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		162,952	0.00	1,613	7.18
2025-07-22	13F	Gsa资本合伙公司		35,620	36.40	0
2025-08-13	13F	胜利资本管理公司		2,547	0.00	25	8.70
2025-08-26	NP	TLSTX - 股票指数基金		178	0.00	2	0.00
2025-08-13	13F	值得创业伙伴有限责任公司		0	-100.00	0
2025-08-14	13F	立体派系统策略有限责任公司		17,748		176
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		360,304	0.00	3,567	7.15
2025-06-24	NP	QASCX - 联邦 MDT 小盘股核心基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		224,775	100.61	2,102	23.01
2025-08-28	NP	GMSMX - GuideMark(R) 中小盘核心基金服务股票		1,411	0.00	14	0.00
2025-08-29	NP	EES - WisdomTree 美国小型股基金不适用		12,396	-2.55	123	4.27
2025-08-28	NP	DTSVX - 小型公司价值投资组合投资类别		470	0.00	5	0.00
2025-08-08	13F	SBI 证券股份有限公司		43	0.00	0
2025-03-28	NP	DXUV-美国维度矢量股票 ETF		8	0.00	0
2025-07-15	13F	毅力家族办公室有限责任公司		47		0
2025-08-14	13F	高盛集团公司		59,753	-19.38	592	-13.60
2025-08-14	13F	雅各布斯利维股权管理公司		25,872	60.40	256	71.81
2025-07-28	NP	AVSC - Avantis 美国小盘股 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		905	66.67	10	50.00
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		825	0.00	8	14.29
2025-08-08	13F	SG美洲证券有限责任公司		0	-100.00	0
2025-06-26	NP	CAMSX - Cambiar 小型基金投资者类别股票		54,015	-17.09	505	-49.14
2025-07-17	13F	夏日避风港投资管理有限公司		47,725	3.16	472	10.54
2025-07-15	13F	俄亥俄州公共雇员退休制度		4,050	189.29	40	233.33
2025-08-21	NP	MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别		14,700	70.93	146	83.54
2025-08-14	13F	格雷厄姆资本管理有限合伙人		0	-100.00	0
2025-08-14	13F	匡蒂诺资本管理有限公司		39,591	209.21	392	231.36
2025-08-12	13F	贝莱德公司		851,964	-2.69	8,434	4.25
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		10,200	8.51	101	16.28
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		345	0.00	3	0.00
2025-07-09	13F	万通信托公司 Fsb/adv		80		1
2025-08-08	13F	Pnc 金融服务集团公司		12,453	-6.35	123	0.82
2025-08-08	13F	新泽西州警察和消防员退休系统		3,253	0.00	32	6.67
2025-08-11	13F	太平洋岭资本合伙人有限责任公司		411,434	91.09	4,073	104.78
2025-06-24	NP	SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,414	0.00	41	-38.81
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		1,880	-5.91	19	0.00
2025-08-15	NP	RYOTX - Royce 微型资本基金投资类别		96,454	-12.83	955	-6.65
2025-08-15	13F	摩根士丹利		171,633	60.89	1,699	72.49
2025-08-26	NP	EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级		3,414	0.00	34	6.45
2025-08-07	13F	阿卡迪亚资产管理有限公司		336,650	1.25	3	0.00
2025-08-28	NP	IWN - iShares Russell 2000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		106,512	-4.49	1,054	2.33
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		474	0.00	4	-42.86
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		13,950	0.00	138	7.81
2025-08-12	13F	科尔德斯特里姆资本管理公司		0	-100.00	0
2025-06-30	13F/A	德意志银行\		0	-100.00	0
2025-08-15	NP	罗伊斯微型资本信托公司 /md/		191,526	-9.38	1,896	-2.87
2025-05-14	13F	财富合作有限责任公司		0	-100.00	0
2025-08-07	13F	奥尔沃斯金融有限公司		6		0
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		1,603	0.00	16	7.14
2025-08-14	13F	Citadel 顾问有限公司		92,720	52.06	918	62.88
2025-07-28	NP	VCSLX - 小盘股指数基金		4,981	11.28	53	6.12
2025-08-13	13F	马歇尔·韦斯律师事务所		13,251		131
2025-08-14	13F	塞伊投资公司		10,022	-57.08	99	-72.73
2025-08-14	13F	布里奇威资本管理公司		103,409	111.04	1,024	126.33
2025-08-13	13F	罗素投资集团有限公司		0	-100.00	0
2025-05-15	13F	水产资本管理有限责任公司		0	-100.00	0
2025-06-26	NP	DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,217	0.00	39	-39.06
2025-08-27	NP	VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,883	0.00	78	8.33
2025-07-22	NP	FSCC - 联邦 Hermes MDT 小型股核心 ETF		2,653	139.87	28	133.33
2025-06-26	NP	DFSCX - 美国微型资本投资组合 - 机构级 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		81,997	-40.94	767	-63.82
2025-06-26	NP	DFUS - 维度美国股票 ETF		1,324	0.00	12	-40.00
2025-09-04	13F/A	顾问集团控股公司		100	0.00	1
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		16	-15.79	0
2025-07-24	NP	FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		62,190	0.67	661	-3.36
2025-03-31	NP	FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,679	0.00	71	4.41
2025-08-06	NP	林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别		1,302	0.00	13	0.00
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,277	0.00	40	-40.00
2025-05-02	13F	签名有限责任公司		0	-100.00	0
2025-06-24	NP	SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		29,599	0.00	277	-38.80
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		211	1.44	2	-66.67
2025-08-12	13F	Legal & General 集团有限公司		972	0.00	10	12.50
2025-05-09	13F	R平方有限公司		0	-100.00	0
2025-08-26	NP	IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,603	-0.77	36	6.06
2025-08-08	13F	哈特兰有限公司		53		1
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类		6,820	13.29	68	21.82
2025-03-24	13F/A	惠灵顿管理集团有限责任公司		0	-100.00	0
2025-08-15	NP	RCMCX - Royce Capital Fund - 微型资本投资组合投资类别		42,501	-12.32	421	-6.04
2025-08-12	13F	摩根大通公司		140,888	-15.52	1,395	-9.48
2025-08-14	13F	弗默尔有限公司		5,304	102.60	53	116.67
2025-08-27	NP	JNL 系列信托 - JNL/DFA 美国小型股基金 (A)		4,825	0.00	48	6.82
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		218,458	27.00	2,322	21.89
2025-04-25	NP	VRTTX - Vanguard Russell 3000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		0	-100.00	0	-100.00
2025-07-31	13F	奎斯特合作伙伴有限责任公司		0	-100.00	0
2025-08-26	NP	BRSIX - 超小型公司市场基金 N 级		24,100		239
2025-08-14	13F	霍奇基斯和威利资本管理有限公司		277,730	48.22	2,750	58.81
2025-08-14	13F	加州教师退休制度		0	-100.00	0
2025-06-26	NP	FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,287	20.31	21	-25.00
2025-08-12	13F	美洲投资伙伴公司		966	0.00	10	12.50
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类		966	0.00	10	12.50
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		1,334	2.69	12	-36.84
2025-08-13	13F	文艺复兴科技有限公司		469,624	-1.55	4,649	5.49
2025-08-04	13F	联合银行		389	0.00	0
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		48,913	103.86	457	25.21
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,479	0.00	61	-38.78
2025-08-08	13F	Geode资本管理有限公司		290,038	-4.29	2,872	2.54
2025-08-14	13F	Aqr资本管理有限公司		44,644		442
2025-08-19	NP	GARTX - 高盛绝对回报跟踪基金 A 类		8,505	-37.09	84	-32.26
2025-07-29	NP	VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		57,990	9.11	616	4.76
2025-08-14	13F	联伯恩斯坦有限责任公司		17,620	9.99	174	17.57
2025-08-14	13F	富国银行/百万		7,350	-25.30	73	-20.00
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		1,719	0.00	17	13.33
2025-06-26	NP	DFAS - 维度美国小型股 ETF		44,315	2.31	414	-37.27
2025-08-28	NP	IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		295,288	-8.38	2,923	-1.81
2025-08-29	NP	SA 基金投资信托 - SA 美国小型公司基金		2,360	0.00	23	9.52
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,441	0.00	14	7.69
2025-08-14	13F	Qube研究与技术有限公司		46,271	-24.08	458	-18.65
2025-03-25	NP	QASGX - 联邦 MDT 小盘成长基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,250	0.00	202	4.12
2025-06-26	NP	DFFVX - 美国目标价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		61,854	25.28	578	-23.14
2025-08-25	NP	MSGGX - Meridian 小盘成长基金传统类别		280,965	0.00	2,782	7.13
2025-08-15	NP	罗伊斯价值信托公司		255,165	-34.41	2,526	-29.72
2025-08-26	NP	PENN SERIES FUNDS INC - 小盘股指数基金		375	0.00	4	0.00
2025-08-26	NP	AUXAX - 奥克斯焦点基金A股		19,126	-27.72	189	-22.54
2025-07-09	13F	港湾资本顾问公司		158	-24.40	0
2025-08-14	13F	两西格码投资有限合伙人		92,966	16.72	920	25.17
2025-08-13	13F	景顺有限公司		18,391	-12.63	182	-6.19
2025-05-27	NP	可变保险产品基金 II - 总市场指数投资组合初始类别		206	0.00	2	-66.67
2025-08-18	13F/A	加拿大国家银行/fi/		1	0.00	0
2025-08-26	NP	PVCMX - 棕榈谷资本基金投资者类别		214,032	60.48	2,119	71.92
2025-07-07	13F	Versant 资本管理公司		1,153	-29.09	11	-26.67
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		36,526	2.27	0
2025-07-31	13F	阿奎塔斯投资有限责任公司		0	-100.00	0
2025-08-12	13F	SRS 资本顾问公司		596		6
2025-06-26	NP	TISBX - TIAA-CREF 小型股混合指数基金机构类别		15,725	0.00	147	-38.49
2025-08-05	13F	纽约梅隆银行		47,609	-0.61	471	6.56
2025-07-25	NP	SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		0	-100.00	0	-100.00
2025-05-29	NP	JAEWX - 小盘股指数信托资产净值		2,550	-12.43	24	-48.89
2025-05-27	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		562	26.01	5	-16.67
2025-07-25	13F	CWM有限公司		4,244	279.61	0
2025-08-26	NP	FLQS - 富兰克林 LibertyQ 美国小盘股 ETF		625	13.64	6	20.00
2025-08-27	NP	Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a)		1,686	0.00	17	6.67
2025-05-13	13F	象限资本集团有限公司		0	-100.00	0
2025-07-25	13F	正义投资有限责任公司		10,528		104
2025-05-14	13F	ExodusPoint 资本管理公司		0	-100.00	0
2025-08-26	NP	NSIDX - 北方小盘股指数基金		5,718	22.41	57	30.23
2025-06-26	NP	贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		977	0.00	9	-35.71
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		8,190	0.00	77	-38.71
2025-08-28	NP	IWC - iShares 微型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		25,713	-0.62	255	6.28
2025-08-13	13F	正交资本有限公司		16,223		161
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-15	NP	PENNX - 罗伊斯宾夕法尼亚共同基金投资类别		251,933	-42.17	2,494	-38.04
2025-08-12	13F	普利股权公司		0		0
2025-07-25	NP	SCHA - 嘉信美国小型股 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		54,813	-1.54	583	-5.52
2025-07-24	13F	美国合众银行\de\		275	0.00	3	0.00
2025-07-24	NP	FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,951	0.00	223	-4.31
2025-07-08	13F	并行顾问有限责任公司		69		1
2025-08-14	13F/A	巴克莱银行		45,779	12.40	0
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		102	-66.00	1	-100.00
2025-08-14	13F	安科拉顾问有限责任公司		81,825	225.35	810	249.14
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,429	0.00	51	-39.02
2025-08-14	13F	德肖公司		93,491	-8.83	926	-2.32
2025-05-22	NP	VVICX - Voya VACS 指数系列 SC 投资组合		1,176	-13.85	11	-52.38
2025-08-20	NP	全国可变保险信托 - NVIT 多经理小型公司基金 I 类		5,350	154.76	53	173.68
2025-08-06	NP	林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别		2,034	0.00	20	11.11
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		20,111	0.00	199	7.57
2025-07-24	13F	IFP 顾问公司		55	1,000.00	1
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		28,458	179.82	266	71.61
2025-06-26	NP	USMIX - 扩展市场指数基金		1,157	-17.00	11	-52.38
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		2,464	0.00	26	-3.70
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		58	-4.92	1

FORR 机构投资人持股和股东 福雷斯特研究公司 (NasdaqGS) 股票