FTI Consulting, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Victory Sycamore Established Value Fund Victory Portfolios | — | $205.05M | 1.36% | 1,160,000 NS | $15.07B | FIGI |
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $177.13M | 0.17% | 1,002,015 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $170.19M | 0.01% | 962,763 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $124.65M | 0.08% | 705,174 NS | $164.60B | FIGI |
| Virtus KAR Small-Cap Core Fund Virtus Equity Trust | — | $94.45M | 5.24% | 534,294 NS | $1.80B | FIGI |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $90.67M | 0.11% | 512,947 NS | $81.04B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $79.38M | 0.13% | 449,033 NS | $60.64B | FIGI |
| FMI Common Stock Fund FMI Funds Inc | — | $69.29M | 3.95% | 392,000 NS | $1.75B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $59.69M | 0.07% | 337,662 NS | $81.50B | FIGI |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | — | $53.77M | 0.67% | 304,200 NS | $7.99B | FIGI |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | — | $53.77M | 0.36% | 304,200 NS | $14.78B | FIGI |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, In… | — | $50.37M | 0.46% | 284,950 NS | $10.85B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $40.32M | 0.17% | 228,111 NS | $24.22B | FIGI |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | — | $39.78M | 0.31% | 225,054 NS | $12.77B | FIGI |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | — | $27.21M | 3.30% | 153,951 NS | $825.60M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $26.16M | 0.17% | 147,993 NS | $15.63B | FIGI |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | — | $25.44M | 1.85% | 143,920 NS | $1.37B | FIGI |
| T. Rowe Price Integrated U.S. Small-Cap Growt… T. ROWE PRICE INTEGRATED EQUITY FUNDS, IN… | — | $22.25M | 0.27% | 125,878 NS | $8.23B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $20.58M | 0.04% | 116,448 NS | $48.22B | FIGI |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | — | $18.51M | 0.33% | 104,731 NS | $5.59B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $16.36M | 0.21% | 92,576 NS | $7.98B | FIGI |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $15.25M | 0.17% | 86,272 NS | $9.22B | FIGI |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | — | $14.13M | 1.77% | 79,935 NS | $800.15M | FIGI |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | IJK | $13.02M | 0.13% | 73,631 NS | $9.91B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $12.65M | 0.67% | 71,555 NS | $1.90B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $12.22M | 0.13% | 69,151 NS | $9.06B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $12.19M | 0.02% | 68,970 NS | $69.79B | FIGI |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | — | $11.31M | 1.35% | 64,000 NS | $837.26M | FIGI |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | — | $11.28M | 0.68% | 63,800 NS | $1.67B | FIGI |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | — | $10.54M | 0.31% | 59,600 NS | $3.41B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $7.66M | 0.05% | 43,321 NS | $14.16B | FIGI |
| AQR Large Cap Defensive Style Fund AQR Funds | — | $7.37M | 0.54% | 41,670 NS | $1.35B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $6.57M | 0.01% | 37,139 NS | $79.62B | FIGI |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | — | $6.02M | 1.35% | 34,075 NS | $447.32M | FIGI |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | — | $5.54M | 1.00% | 31,324 NS | $555.41M | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $5.40M | 0.17% | 30,538 NS | $3.26B | FIGI |
| CTIVP - Victory Sycamore Established Value Fu… Columbia Funds Variable Series Trust II | — | $5.25M | 1.34% | 29,700 NS | $390.69M | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $4.97M | 0.21% | 28,102 NS | $2.41B | FIGI |
| Buffalo Small Cap Growth Fund Buffalo Funds | — | $4.49M | 1.16% | 25,400 NS | $388.72M | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $4.39M | 0.17% | 24,808 NS | $2.64B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $4.27M | 0.18% | 24,165 NS | $2.38B | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $4.25M | 0.28% | 24,047 NS | $1.50B | FIGI |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | — | $4.19M | 0.40% | 23,700 NS | $1.06B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $3.92M | 0.01% | 22,160 NS | $42.78B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $3.77M | 0.01% | 21,341 NS | $26.03B | FIGI |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | — | $3.61M | 0.39% | 20,407 NS | $913.49M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $3.44M | 0.01% | 19,472 NS | $36.29B | FIGI |
| State Street(R) SPDR(R) US Large Cap Low Vola… SPDR SERIES TRUST | LGLV | $3.38M | 0.23% | 19,118 NS | $1.47B | FIGI |
| Mid Cap Index Fund Northern Funds | — | $3.34M | 0.16% | 18,902 NS | $2.05B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYG | $3.25M | 0.13% | 18,390 NS | $2.48B | FIGI |