Filing Research | NSP - INSPERITY INC COM Institutional Holdings

Snapshot holdings

48 / 48 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	3.3MSH	$136.5M
2	Trinity Legacy Partners, LLC	Shares	154.3KSH	$7.6M
3	Y-Intercept (Hong Kong) Ltd	Shares	74.9KSH	$3.1M
4	Mirae Asset Global Investments Co., Ltd.	Shares	30.3KSH	$1.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	33.5KSH	$1.2M
6	WOODSTOCK CORP	Shares	27.4KSH	$1.1M
7	Legacy Wealth Asset Management, LLC	Shares	16.8KSH	$694.9K
8	Louisiana State Employees Retirement System	Shares	15.9KSH	$656.8K
9	FULTON BANK, N.A.	Shares	14.4KSH	$595.2K
10	Intergy Private Wealth, LLC	Shares	12.2KSH	$502.5K
11	Police & Firemen's Retirement System of New Jersey	Shares	11.2KSH	$460.9K
12	Blue Trust, Inc.	Shares	10.2KSH	$423.3K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.7KSH	$401.8K
14	NorthCrest Asset Manangement, LLC	Shares	8.5KSH	$375.3K
15	Merit Financial Group, LLC	Shares	8.9KSH	$368.7K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.6KSH	$355.2K
17	SteelPeak Wealth, LLC	Shares	7.0KSH	$290.7K
18	EverSource Wealth Advisors, LLC	Shares	6.3KSH	$260.7K
19	GAMMA Investing LLC	Shares	6.2KSH	$255.8K
20	SIGNATUREFD, LLC	Shares	3.6KSH	$150.0K
21	Versant Capital Management, Inc	Shares	3.5KSH	$146.4K
22	Farther Finance Advisors, LLC	Shares	1.1KSH	$45.6K
23	True Wealth Design, LLC	Shares	362SH	$15.0K
24	TRUST CO OF TOLEDO NA /OH/	Shares	324SH	$13.4K
25	MassMutual Private Wealth & Trust, FSB	Shares	279SH	$11.5K
26	Owl Creek Wealth Partners LLC	Shares	240SH	$9.9K
27	SJS Investment Consulting Inc.	Shares	225SH	$9.3K
28	Allied Private Wealth LLC	Shares	200SH	$8.8K
29	SALEM INVESTMENT COUNSELORS INC	Shares	168SH	$6.9K
30	GHP Investment Advisors, Inc.	Shares	166SH	$6.9K
31	Fortitude Family Office, LLC	Shares	105SH	$4.3K
32	Spire Wealth Management	Shares	63SH	$2.6K
33	Quest 10 Wealth Builders, Inc.	Shares	58SH	$2.4K
34	SBI Securities Co., Ltd.	Shares	46SH	$1.9K
35	IFP Advisors, Inc	Shares	43SH	$1.8K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	40.8KSH	$1.7K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	29SH	$1.3K
38	Cedar Mountain Advisors, LLC	Shares	19SH	$785
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$620
40	State of Alaska, Department of Revenue	Shares	14.2KSH	$587
41	Investors Research Corp	Shares	14SH	$578
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	10SH	$414
43	AMALGAMATED BANK	Shares	9.7KSH	$402
44	JFS WEALTH ADVISORS, LLC	Shares	6SH	$248
45	Hughes Financial Services, LLC	Shares	4SH	$165
46	Davis Capital Management	Shares	2SH	$83
47	Activest Wealth Management	Shares	0SH	$0
48	Capital Advisors, Ltd. LLC	Shares	8SH	$0

Manager changes2026-06-30 vs 2026-03-31

50 / 53 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+356.4K	+$56.8M	$136.5M
2	Trinity Legacy Partners, LLC unchanged	Shares	0	+$3.4M	$7.6M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+74.9K	+$3.1M	$3.1M
4	WOODSTOCK CORP added	Shares	+16.1K	+$824.5K	$1.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.1K	+$768.0K	$1.2M
6	FULTON BANK, N.A. new	Shares	+14.4K	+$595.2K	$595.2K
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.2K	+$573.5K	$1.3M
8	Merit Financial Group, LLC new	Shares	+8.9K	+$368.7K	$368.7K
9	SteelPeak Wealth, LLC new	Shares	+7.0K	+$290.7K	$290.7K
10	Legacy Wealth Asset Management, LLC added	Shares	+462	+$252.5K	$694.9K
11	Blue Trust, Inc. added	Shares	+3.1K	+$230.2K	$423.3K
12	Louisiana State Employees Retirement System unchanged	Shares	0	+$226.9K	$656.8K
13	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$191.0K	$460.9K
14	Intergy Private Wealth, LLC unchanged	Shares	0	+$173.6K	$502.5K
15	EverSource Wealth Advisors, LLC added	Shares	+2.9K	+$169.0K	$260.7K
16	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+80	+$141.0K	$401.8K
17	NorthCrest Asset Manangement, LLC added	Shares	+57	+$128.8K	$375.3K
18	GAMMA Investing LLC added	Shares	+1.1K	+$117.6K	$255.8K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-264	+$115.6K	$355.2K
20	SIGNATUREFD, LLC added	Shares	+806	+$73.6K	$150.0K
21	Versant Capital Management, Inc trimmed	Shares	-603	+$34.3K	$146.4K
22	Farther Finance Advisors, LLC added	Shares	+571	+$31.3K	$45.6K
23	TRUST CO OF TOLEDO NA /OH/ new	Shares	+324	+$13.4K	$13.4K
24	True Wealth Design, LLC added	Shares	+260	+$12.2K	$15.0K
25	MassMutual Private Wealth & Trust, FSB added	Shares	+189	+$9.1K	$11.5K
26	SJS Investment Consulting Inc. added	Shares	+204	+$8.7K	$9.3K
27	Owl Creek Wealth Partners LLC added	Shares	+40	+$4.5K	$9.9K
28	Fortitude Family Office, LLC new	Shares	+105	+$4.3K	$4.3K
29	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$2.4K	$6.9K
30	GHP Investment Advisors, Inc. unchanged	Shares	0	+$2.4K	$6.9K
31	Spire Wealth Management added	Shares	+22	+$1.5K	$2.6K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+29	+$1.3K	$1.3K
33	SBI Securities Co., Ltd. added	Shares	+14	+$1.0K	$1.9K
34	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$828	$2.4K
35	Cedar Mountain Advisors, LLC new	Shares	+19	+$785	$785
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.2K	+$613	$1.7K
37	IFP Advisors, Inc trimmed	Shares	-7	+$424	$1.8K
38	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$248	$248
39	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$214	$620
40	Investors Research Corp unchanged	Shares	0	+$199	$578
41	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$197	$414
42	AMALGAMATED BANK trimmed	Shares	-599	+$123	$402
43	Hughes Financial Services, LLC added	Shares	+1	+$84	$165
44	Davis Capital Management new	Shares	+2	+$83	$83
45	State of Alaska, Department of Revenue trimmed	Shares	-5.7K	+$49	$587
46	Activest Wealth Management new	Shares	0	$0	$0
47	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
48	Trust Co exited	Shares	-5	-$135	$0
49	Handelsbanken Fonder AB exited	Shares	-8.6K	-$234	$0
50	Sound Income Strategies, LLC exited	Shares	-52	-$1.4K	$0

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