Funds holding Insperity Inc
212 funds declare a position · 61 ETFs and 151 other funds · 468.2M $· 2.2M SEK · US45778Q1076
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 2,149,811 | 58.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 2 | Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,857,884 | 66.1M $ | 6.20 % | as of Apr 30, 2026 · Original filing |
| 3 | Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 1,101,553 | 24.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 4 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,064,550 | 28.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Russell 2000 ETF iShares Trust | 883,886 | 23.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 780,479 | 21.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 7 | Reinhart Genesis PMV Fund Managed Portfolio Series | 548,830 | 12.2M $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| 8 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 498,694 | 13.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 9 | Royce Small-Cap Total Return Fund ROYCE FUND | 451,384 | 12.2M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 403,543 | 10.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 358,641 | 12.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 12 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 350,138 | 9.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 13 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 346,113 | 9.4M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 14 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 330,517 | 8.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 15 | iShares Russell 2000 Growth ETF iShares Trust | 293,620 | 7.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 16 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 272,355 | 7.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 17 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 211,324 | 4.7M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 18 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 186,874 | 5.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 19 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 178,872 | 4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 20 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 173,552 | 3.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 21 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 173,254 | 3.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 22 | ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 169,814 | 3.8M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| 23 | Royce Small-Cap Fund ROYCE FUND | 161,609 | 4.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 24 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 158,512 | 5.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 141,203 | 5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 26 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 139,802 | 3.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 27 | Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 124,354 | 4.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 28 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 123,107 | 2.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 29 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 107,958 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 30 | Sovereign's Capital Flourish Fund Elevation Series Trust | 99,273 | 3.5M $ | 3.75 % | as of Apr 30, 2026 · Original filing |
| 31 | Victory Market Neutral Income Fund Victory Portfolios II | 92,651 | 2.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 32 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 91,876 | 3.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 33 | Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 91,117 | 3.2M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 34 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 88,810 | 2.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 35 | SRH U.S. Quality GARP ETF Elevation Series Trust | 85,424 | 3M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 36 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 78,792 | 1.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 37 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 78,748 | 2.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 38 | Reinhart Mid Cap PMV Fund Managed Portfolio Series | 74,980 | 1.7M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| 39 | Embark Small Cap Equity Fund Harbor Funds II | 74,482 | 2.6M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 40 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 68,300 | 1.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 66,674 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 42 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 59,228 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 43 | Master Small Cap Index Series Quantitative Master Series LLC | 58,368 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 44 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 57,014 | 1.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 45 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,756 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 46 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 56,319 | 1.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 47 | JNL Small Cap Index Fund JNL Series Trust | 56,108 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 48 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 52,480 | 1.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 49 | iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 48,019 | 1.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 50 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 44,406 | 1.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 51 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 44,317 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 52 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 44,148 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 53 | SmallCap Value Fund II Principal Funds, Inc | 41,500 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 54 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 40,555 | 900.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 55 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 38,754 | 1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 56 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 34,710 | 1.2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 57 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,069 | 734.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 58 | AST Small-Cap Equity Portfolio Advanced Series Trust | 32,578 | 880.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 59 | Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 31,903 | 862.7K $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 60 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 30,900 | 835.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 61 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 30,882 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | Nuveen Equity Index Fund TIAA-CREF Funds | 30,650 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 28,462 | 1M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 64 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 28,172 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 65 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 27,433 | 741.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 66 | U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,355 | 973K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 67 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 26,214 | 708.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 68 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 24,900 | 553K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 69 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,367 | 658.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 70 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 24,074 | 856.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 71 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 23,923 | 646.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 72 | Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 23,224 | 826.1K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 73 | Invesco S&P SmallCap Industrials ETF Invesco Exchange-Traded Fund Trust II | 23,004 | 510.9K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 74 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,574 | 456.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 75 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 20,000 | 711.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 19,829 | 536.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 19,810 | 704.6K $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 78 | Avantis U.S. Equity ETF American Century ETF Trust | 19,666 | 436.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 79 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,030 | 676.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | EQ/Small Company Index Portfolio EQ Advisors Trust | 18,774 | 507.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 81 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 17,752 | 631.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 82 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 17,127 | 463.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 16,528 | 587.9K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 84 | Small Cap Index Fund Northern Funds | 16,200 | 438K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 85 | Global X Russell 2000 ETF GLOBAL X FUNDS | 15,632 | 556K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 86 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 14,957 | 532K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 87 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 14,600 | 394.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 88 | Adara Smaller Companies Fund RBB Fund, Inc. | 14,573 | 323.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 89 | Small Cap Index Fund VALIC Co I | 14,214 | 315.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 90 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 13,849 | 307.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 91 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 13,344 | 474.6K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 92 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 13,259 | 294.5K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| 93 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 13,130 | 355K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,710 | 452.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 95 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 12,636 | 341.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 96 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,610 | 341K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 12,483 | 277.2K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 98 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 12,215 | 330.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 99 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,759 | 318K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 100 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 11,284 | 305.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
244 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,319,664 | 143.8M $ | as of Mar 31, 2026 |
| REINHART PARTNERS, LLC. | 2,947,709 | 79.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,401,765 | 64.9M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 2,066,472 | 55.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,660,829 | 44.9M $ | as of Mar 31, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | 1,464,781 | 39.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,434,450 | 38.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,388,881 | 37.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,345,533 | 36.4M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 1,311,430 | 35.5M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 931,155 | 25.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 846,460 | 22.9M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 818,585 | 22.1M $ | as of Mar 31, 2026 |
| Mawer Investment Management Ltd. | 746,943 | 20.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 662,341 | 17.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 644,836 | 17.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 601,753 | 16.3M $ | as of Mar 31, 2026 |
| 22NW, LP | 493,000 | 13.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 428,243 | 11.6M $ | as of Mar 31, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 378,679 | 10.2M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 377,738 | 10.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 376,811 | 10.2M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 333,140 | 9M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 324,338 | 8.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 298,009 | 8.1M $ | as of Mar 31, 2026 |