Titelia

Fund shareholders of Insperity Inc

ISIN US45778Q1076 · United States · LEI 5299000Q0KW7HY5DB751

Fund shareholders
212
Of which ETFs
61 151 other funds
Value held
468.2M $ 2.2M SEK
Share of capital
43.7 % of 38.2M shares on Apr 23, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,149,81158.1M $0.06 %5.63 %as of Mar 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,857,88466.1M $6.20 %4.87 %as of Apr 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 1,101,55324.5M $0.03 %2.89 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,064,55028.8M $0.00 %2.79 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 883,88623.9M $0.03 %2.32 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 780,47921.1M $0.01 %2.04 %as of Mar 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 548,83012.2M $2.01 %1.44 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 498,69413.5M $0.02 %1.31 %as of Mar 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 451,38412.2M $1.44 %1.18 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 403,54310.9M $0.01 %1.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 358,64112.8M $0.04 %0.94 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 350,1389.5M $0.12 %0.92 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 346,1139.4M $0.56 %0.91 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 330,5178.9M $0.06 %0.87 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 293,6207.9M $0.07 %0.77 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 272,3557.4M $0.08 %0.71 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 211,3244.7M $0.28 %0.55 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 186,8745.1M $0.12 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 178,8724M $0.03 %0.47 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 173,5523.9M $0.02 %0.45 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 173,2543.8M $0.04 %0.45 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 169,8143.8M $0.57 %0.44 %as of Feb 28, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 161,6094.4M $0.24 %0.42 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 158,5125.6M $0.03 %0.42 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 141,2035M $0.01 %0.37 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 139,8023.1M $0.01 %0.37 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 124,3544.4M $0.23 %0.33 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 123,1072.7M $0.05 %0.32 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 107,9583.8M $0.03 %0.28 %as of Apr 30, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 99,2733.5M $3.75 %0.26 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 92,6512.5M $0.09 %0.24 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 91,8763.3M $0.11 %0.24 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 91,1173.2M $0.43 %0.24 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 88,8102.4M $0.03 %0.23 %as of Mar 31, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 85,4243M $1.58 %0.22 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 78,7921.7M $0.10 %0.21 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 78,7482.8M $0.04 %0.21 %as of Apr 30, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 74,9801.7M $1.78 %0.20 %as of Feb 28, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 74,4822.6M $0.46 %0.20 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 68,3001.8M $0.22 %0.18 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 66,6741.5M $0.00 %0.17 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 59,2282.1M $0.09 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 58,3681.6M $0.03 %0.15 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 57,0141.3M $0.05 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 56,7562M $0.01 %0.15 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 56,3191.3M $0.05 %0.15 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 56,1081.5M $0.06 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 52,4801.2M $0.00 %0.14 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 48,0191.7M $0.05 %0.13 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 44,4061.6M $0.04 %0.12 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 44,3171.6M $0.00 %0.12 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 44,1481.2M $0.00 %0.12 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 41,5001.5M $0.12 %0.11 %as of Apr 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 40,555900.7K $0.01 %0.11 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 38,7541M $0.03 %0.10 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 34,7101.2M $0.49 %0.09 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 33,069734.5K $0.05 %0.09 %as of Feb 28, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 32,578880.9K $0.05 %0.09 %as of Mar 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 31,903862.7K $0.72 %0.08 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 30,900835.5K $0.06 %0.08 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,8821.1M $0.00 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 30,6501.1M $0.00 %0.08 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 28,4621M $0.38 %0.07 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 28,1721M $0.08 %0.07 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 27,433741.8K $0.07 %0.07 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,355973K $0.05 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 26,214708.8K $0.06 %0.07 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 24,900553K $0.05 %0.07 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,367658.9K $0.03 %0.06 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 24,074856.3K $0.00 %0.06 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 23,923646.9K $0.06 %0.06 %as of Mar 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 23,224826.1K $0.31 %0.06 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Industrials ETF Invesco Exchange-Traded Fund Trust II 23,004510.9K $0.28 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,574456.9K $0.00 %0.05 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 20,000711.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,829536.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 19,810704.6K $0.45 %0.05 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 19,666436.8K $0.00 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,030676.9K $0.00 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 18,774507.6K $0.03 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 17,752631.4K $0.07 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,127463.1K $0.00 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 16,528587.9K $0.09 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 16,200438K $0.03 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 15,632556K $0.04 %0.04 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 14,957532K $0.06 %0.04 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 14,600394.8K $0.07 %0.04 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 14,573323.7K $0.04 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 14,214315.7K $0.03 %0.04 %as of Feb 28, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 13,849307.6K $0.07 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,344474.6K $0.06 %0.03 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 13,259294.5K $0.19 %0.03 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 13,130355K $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,710452.1K $0.02 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 12,636341.7K $0.06 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,610341K $0.01 %0.03 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 12,483277.2K $0.11 %0.03 %as of Feb 28, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 12,215330.3K $0.06 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,759318K $0.03 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,284305.1K $0.03 %0.03 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 6.20 %as of Apr 30, 2026 ↗
Sovereign's Capital Flourish Fund Elevation Series Trust 3.75 %as of Apr 30, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 2.01 %as of Feb 28, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 1.78 %as of Feb 28, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 1.58 %as of Apr 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.44 %as of Mar 31, 2026 ↗
Harbor SMID Cap Core ETF Harbor ETF Trust 0.79 %as of Apr 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 0.72 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.57 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 0.56 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2211-2216,674,674+7.7 %
2026Q1233-3215,477,999+15.6 %
2025Q4265-1013,384,259+0.5 %
2025Q3275-2513,317,315-3.0 %
2025Q2300+1113,725,083-8.0 %
2025Q1289-2314,914,638+4.0 %
2024Q4312+414,337,123+2.4 %
2024Q3308-2614,001,658+5.1 %
2024Q2334-413,326,645+7.2 %
2024Q1338+112,436,234-4.8 %
2023Q433713,060,746

Institutional managers

244 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.5,319,664143.8M $as of Mar 31, 2026
REINHART PARTNERS, LLC.2,947,70979.7M $as of Mar 31, 2026
Invesco Ltd.2,401,76564.9M $as of Mar 31, 2026
EARNEST PARTNERS LLC2,066,47255.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,660,82944.9M $as of Mar 31, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP1,464,78139.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,434,45038.8M $as of Mar 31, 2026
STATE STREET CORP1,388,88137.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,345,53336.4M $as of Mar 31, 2026
SEI INVESTMENTS CO1,311,43035.5M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC931,15525.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC846,46022.9M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP818,58522.1M $as of Mar 31, 2026
Mawer Investment Management Ltd.746,94320.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC662,34117.9M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP644,83617.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP601,75316.3M $as of Mar 31, 2026
22NW, LP493,00013.3M $as of Mar 31, 2026
MORGAN STANLEY428,24311.6M $as of Mar 31, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC378,67910.2M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.377,73810.2M $as of Mar 31, 2026
NORTHERN TRUST CORP376,81110.2M $as of Mar 31, 2026
FEDERATED HERMES, INC.333,1409M $as of Mar 31, 2026
Trexquant Investment LP324,3388.8M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC298,0098.1M $as of Mar 31, 2026

Declared shareholders of Insperity Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Invesco Ltd. 6.40 %2,401,765as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.78 %2,181,130as of Mar 31, 2026 · SCHEDULE 13G
EARNEST PARTNERS LLC 5.40 %2,066,472as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Insperity Inc". https://titelia.com/en/stocks/insperity-inc-US45778Q1076