CbizCBZ
13F holders, Q2 2024 (June 30)276holders +7
28new positions
23sold out
3famous investors
$74.13avg. 13F price*
At the end of Q2 2024, 276 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, up 7 from Q1 2024. 28 opened new positions and 23 sold out. The largest holders were Vanguard Group Inc. ($343.8M), Capital Research Global Investors ($282.9M) and BlackRock Inc. ($261.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $43.6M |
| Exits | 23 | $39.3M |
All 13F filers, Q1 2024 → Q2 2024: 4,275,184 shares bought and 3,817,909 shares sold, net +457,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| Vanguard Group Inc. | 0.01% | Add +25.2% | 4,639,484 | $343.8M |
| Capital Research Global Investors | 0.06% | Add +22.0% | 3,817,579 | $282.9M |
| BlackRock Inc. | 0.01% | Add +2.5% | 3,530,704 | $261.6M |
| Morgan Stanley | 0.02% | Reduce -12.4% | 2,947,122 | $218.4M |
| Burgundy Asset Management Ltd. | 1.74% | Add +1.8% | 2,220,013 | $164.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -20.0% | 1,613,501 | $119.6M |
| Neuberger Berman Group LLC | 0.07% | Add +0.4% | 1,189,190 | $88.1M |
| Select Equity Group, L.P. | 0.33% | Reduce -10.4% | 1,130,568 | $83.8M |
| State Street Corp. | 0.00% | Add +4.2% | 1,120,293 | $83.0M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -5.2% | 1,114,365 | $82.6M |
| P2 Capital Partners, LLC | 9.75% | Reduce -21.1% | 1,104,008 | $81.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.9% | 1,097,459 | $81.3M |
| BloombergSen Inc. | 7.32% | Reduce -2.6% | 1,040,332 | $77.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 921,541 | $68.3M |
| Silvercrest Asset Management Group LLC | 0.45% | Reduce -6.7% | 877,980 | $65.1M |
| GW&K Investment Management, LLC | 0.57% | Reduce -4.1% | 839,729 | $62.2M |
| Capital World Investors | 0.01% | Add +59.2% | 823,322 | $61.0M |
| Mawer Investment Management Ltd. | 0.28% | Reduce -23.1% | 791,562 | $58.7M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -6.1% | 777,569 | $57.6M |
| Premier Fund Managers Ltd | 2.11% | No change | 713,698 | $52.6M |
| Neumeier Poma Investment Counsel LLC | 4.49% | Reduce -3.6% | 662,240 | $49.1M |
| JPMorgan Chase & Co. | 0.00% | Add +234.7% | 655,909 | $48.6M |
| Granite Investment Partners, LLC | 1.78% | Reduce -11.4% | 580,902 | $43.0M |
| Macquarie Group Ltd. | 0.04% | Reduce -9.0% | 516,698 | $38.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 515,458 | $38.2M |
| FMR LLC | 0.00% | Add +1.0% | 466,838 | $34.6M |
| Fenimore Asset Management Inc | 0.73% | Reduce -14.8% | 448,536 | $33.2M |
| Bank of America Corp. | 0.00% | Add +7.0% | 412,538 | $30.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -35.1% | 358,846 | $26.6M |
| Bessemer Group Inc. | 0.04% | Add +3.6% | 341,199 | $25.3M |
| Public Employees Retirement Association of Colorado | 0.11% | Add +12.2% | 340,124 | $25.2M |
| FIL Ltd | 0.02% | Reduce -53.0% | 318,776 | $23.6M |
| Blair William & Co. | 0.07% | Add +134.3% | 305,016 | $22.6M |
| Norges Bank | 0.00% | No change | 292,720 | $21.7M |
| Artemis Investment Management LLP | 0.27% | Add +23.9% | 270,780 | $20.1M |
| ArrowMark Colorado Holdings LLC | 0.19% | Reduce -11.7% | 219,893 | $16.3M |
| Summit Creek Advisors LLC | 2.20% | Add +103.3% | 216,768 | $16.1M |
| Invesco Ltd. | 0.00% | Add +8.1% | 206,346 | $15.3M |
| WCM Investment Management, LLC | 0.04% | New | 202,136 | $14.9M |
| Royce & Associates LP | 0.14% | Reduce -2.5% | 195,181 | $14.5M |
| Bank of New York Mellon Corp | 0.00% | Add +2.5% | 187,498 | $13.9M |
| Fiera Capital Corp | 0.04% | Add +6.8% | 174,880 | $13.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 172,136 | $12.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -28.7% | 168,685 | $12.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +667.9% | 163,744 | $12.1M |
| Paradice Investment Management LLC | 2.10% | No change | 160,227 | $11.9M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.2% | 146,405 | $10.8M |
| Jane Street Group, LLC | 0.01% | Add +1825.0% | 131,649 | $9.8M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +2.8% | 128,955 | $9.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +81.2% | 128,941 | $9.6M |
| Deutsche Bank AG | 0.00% | Reduce -2.6% | 122,316 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | New | 115,325 | $8.5M |
| Two Sigma Investments, LP | 0.02% | Add +109.1% | 107,338 | $8.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.0% | 107,288 | $8.0M |
| Two Sigma Advisers, LP | 0.02% | Reduce -12.8% | 100,623 | $7.5M |
| Bancreek Capital Management, LP | 5.82% | Add +43.7% | 100,583 | $7.5M |
| Cardinal Capital Management LLC | 1.97% | Reduce -70.8% | 97,203 | $7.2M |
| Swiss National Bank | 0.00% | No change | 88,300 | $6.5M |
| Pacific Capital Partners Ltd | 4.29% | No change | 87,500 | $6.5M |
| New York State Common Retirement Fund | 0.01% | Add +1.6% | 86,986 | $6.4M |
| Edgestream Partners, L.P. | 0.30% | New | 84,936 | $6.3M |
| Janus Henderson Group PLC | 0.00% | Add +8.6% | 83,300 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +98.2% | 83,263 | $6.2M |
| Retirement Systems of Alabama | 0.02% | Add +20.7% | 78,162 | $5.8M |
| Laurus Global Equity Management Inc. | 2.37% | No change | 56,600 | $5.7M |
| STRS Ohio | 0.02% | Add +6.5% | 73,800 | $5.5M |
| King Luther Capital Management Corp. | 0.02% | Add +4.5% | 73,410 | $5.4M |
| Argent Capital Management LLC | 0.16% | Add +43.7% | 73,214 | $5.4M |
| Rhumbline Advisers | 0.01% | Add +3.8% | 72,298 | $5.4M |
| First Trust Advisors LP | 0.00% | Reduce -6.8% | 61,233 | $4.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -9.9% | 60,539 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 58,624 | $4.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -18.2% | 58,196 | $4.3M |
| Woodard & Co. Asset Management Group Inc. | 1.07% | No change | 57,645 | $4.3M |
| UBS Group AG | 0.00% | Reduce -42.8% | 57,632 | $4.3M |
| Thompson Siegel & Walmsley LLC | 0.07% | Add +1.6% | 57,612 | $4.3M |
| Bridge City Capital, LLC | 1.42% | Add +24.4% | 56,958 | $4.2M |
| Rice Hall James & Associates, LLC | 0.25% | Reduce -6.4% | 55,172 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 53,391 | $4.0M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 51,551 | $3.8M |
| Chatham Capital Group, Inc. | 0.67% | Reduce -0.0% | 51,437 | $3.8M |
| Roundview Capital LLC | 0.29% | Add +9.9% | 50,411 | $3.7M |
| Boston Partners | 0.00% | Reduce -30.9% | 49,961 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 44,138 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 44,118 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.3% | 43,316 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 43,001 | $3.2M |
| Teacher Retirement System of Texas | 0.02% | Reduce -23.1% | 42,520 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -9.3% | 39,248 | $2.9M |
| Manatuck Hill Partners, LLC | 1.17% | No change | 35,800 | $2.7M |
| Panagora Asset Management Inc. | 0.01% | Add +5.6% | 33,060 | $2.4M |
| Chase Investment Counsel Corp. | 0.86% | Add +3.1% | 32,845 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.6% | 31,815 | $2.4M |
| Sei Investments Co. | 0.00% | Reduce -2.9% | 31,218 | $2.3M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | New | 31,199 | $2.3M |
| Millington Financial Advisors, LLC | 1.51% | Add +1.4% | 29,328 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.6% | 29,197 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +12.0% | 27,656 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.3% | 27,279 | $2.0M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -51.6% | 27,127 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | — | 25,784 | $1.9M |
| Empowered Funds, LLC | 0.03% | Add +89.2% | 25,587 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 25,292 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -42.9% | 24,822 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -8.4% | 24,643 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.40% | Reduce -1.4% | 23,998 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 23,644 | $1.8M |
| Calamos Advisors LLC | 0.01% | Reduce -33.8% | 22,149 | $1.6M |
| Principal Financial Group Inc. | 0.00% | Add +13.8% | 22,143 | $1.6M |
| AXA S.A. | 0.00% | No change | 21,800 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | No change | 21,600 | $1.6M |
| American Century Companies Inc. | 0.00% | Reduce -46.1% | 21,566 | $1.6M |
| Exchange Traded Concepts, LLC | 0.04% | Add +33.1% | 20,955 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +6.6% | 20,718 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,648 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 20,213 | $1.5M |
| Marshall Wace, LLP | 0.00% | Add +27.5% | 20,064 | $1.5M |
| Kensington Investment Counsel, LLC | 0.64% | Add +1.1% | 19,412 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 18,867 | $1.4M |
| Dark Forest Capital Management LP | 0.26% | New | 18,830 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -45.1% | 18,823 | $1.4M |
| SYSTM Wealth Solutions LLC | 0.29% | Add +7218.3% | 17,564 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -87.2% | 17,436 | $1.3M |
| Barclays PLC | 0.00% | Reduce -60.0% | 17,032 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -13.8% | 16,562 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 16,235 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +2.0% | 16,069 | $1.2M |
| Creative Planning | 0.00% | Add +6.8% | 15,932 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | No change | 15,058 | $1.1M |
| AQR Capital Management | 0.00% | Add +1.2% | 14,960 | $1.1M |
| Chicago Wealth Management, Inc. | 0.60% | No change | 14,000 | $1.0M |
| Legato Capital Management LLC | 0.14% | No change | 13,832 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -19.0% | 13,648 | $1.0M |
| Twinbeech Capital LP | 0.02% | New | 13,566 | $1.0M |
| SG Americas Securities, LLC | 0.01% | Add +688.2% | 13,321 | $987K |
| Apexium Financial, LP | 0.07% | No change | 13,246 | $982K |
| Arizona State Retirement System | 0.01% | Add +2.2% | 12,603 | $934K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -46.8% | 12,598 | $934K |
| D. E. Shaw & Co. | 0.00% | Reduce -35.2% | 12,581 | $932K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -11.7% | 12,069 | $894K |
| Handelsbanken Fonder AB | 0.00% | Reduce -2.4% | 12,000 | $889K |
| Man Group plc | 0.00% | New | 11,616 | $861K |
| Voloridge Investment Management, LLC | 0.00% | New | 11,604 | $860K |
| Meritage Portfolio Management | 0.05% | No change | 11,148 | $826K |
| Next Capital Management LLC | 0.34% | No change | 11,000 | $815K |
| Truist Financial Corp. | 0.00% | Add +7.0% | 10,978 | $813K |
| Cerity Partners LLC | 0.00% | Reduce -37.1% | 10,775 | $798K |
| RBF Capital, LLC | 0.04% | No change | 10,000 | $741K |
| Caprock Group, LLC | 0.03% | Add +0.9% | 9,903 | $734K |
| Corient Private Wealth LP | 0.00% | Reduce -9.1% | 9,361 | $694K |
| Stifel Financial Corp. | 0.00% | Add +120.0% | 9,051 | $671K |
| Valtinson Bruner Financial Planning LLC | 0.27% | No change | 9,017 | $668K |
| Yarbrough Capital, LLC | 0.03% | Add +34.6% | 8,884 | $658K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +420.1% | 8,841 | $655K |
| Dodds Wealth, LLC | 0.25% | No change | 8,742 | $646K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.8% | 8,807 | $644K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -23.3% | 7,380 | $547K |
| Commerce Bank | 0.00% | No change | 7,263 | $538K |
| HMS Capital Management, LLC | 0.27% | No change | 7,087 | $525K |
| Comerica Bank | 0.00% | Add +80.3% | 6,706 | $497K |
| Harvest Investment Services, LLC | 0.19% | New | 6,498 | $482K |
| ProShare Advisors LLC | 0.00% | Reduce -25.4% | 6,425 | $476K |
| State of Wyoming | 0.08% | Add +1.0% | 6,377 | $473K |
| Country Club Bank | 0.03% | Reduce -4.8% | 6,294 | $464K |
| Inceptionr LLC | 0.13% | Add +70.9% | 6,199 | $459K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -3.5% | 6,190 | $459K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.1% | 6,113 | $453K |
| Gotham Asset Management | 0.01% | Reduce -0.1% | 5,918 | $439K |
| Mariner, LLC | 0.00% | Reduce -0.4% | 5,878 | $436K |
| First Financial Bankshares Inc | 0.01% | New | 5,846 | $433K |
| HSBC Holdings PLC | 0.00% | Add +1.7% | 5,852 | $432K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -12.3% | 5,807 | $428K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.2% | 5,732 | $425K |
| Moran Wealth Management, LLC | 0.01% | Add +6.0% | 5,701 | $422K |
| Lazard Asset Management LLC | 0.00% | Add +85.3% | 5,634 | $417K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Reduce -1.2% | 5,389 | $399K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.7% | 5,289 | $392K |
| Burton Enright Welch | 0.09% | No change | 5,284 | $392K |
| State of Wisconsin Investment Board | 0.00% | Reduce -40.5% | 5,223 | $387K |
| Avantax Planning Partners, Inc. | 0.01% | New | 5,000 | $371K |
| Cynosure Group, LLC | 0.06% | Add +22.8% | 4,953 | $367K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 4,787 | $355K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,783 | $354K |
| Inspire Investing, LLC | 0.04% | Add +4.2% | 4,757 | $352K |
| Sawgrass Asset Management LLC | 0.04% | Reduce -6.7% | 4,620 | $342K |
| Algert Global LLC | 0.01% | Reduce -58.6% | 4,536 | $336K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,500 | $333K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 4,285 | $318K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.3% | 4,061 | $301K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 3,862 | $286K |
| Glenmede Trust Co. NA | 0.00% | Add +5.5% | 3,792 | $281K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.3% | 3,783 | $280K |
| Simplicity Wealth,LLC | 0.01% | Reduce -0.3% | 3,783 | $280K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,720 | $276K |
| Quantbot Technologies LP | 0.01% | New | 3,662 | $271K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -37.5% | 3,500 | $259K |
| Compass Ion Advisors, LLC | 0.04% | No change | 3,297 | $259K |
| Flaharty Asset Management, LLC | 0.04% | No change | 3,492 | $259K |
| Prudential Financial Inc. | 0.00% | Reduce -4.8% | 3,441 | $255K |
| Sanders Morris Harris LLC | 0.04% | No change | 3,400 | $252K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 3,342 | $247K |
| Two West Capital Advisors LLC | 0.23% | — | 3,317 | $246K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,142 | $233K |
| Xponance LLC | 0.00% | Add +4.9% | 3,039 | $225K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $223K |
| Cross Staff Investments Inc | 0.19% | No change | 3,000 | $222K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,900 | $215K |
| Nebula Research & Development LLC | 0.03% | New | 2,862 | $212K |
| Engineers Gate Manager LP | 0.00% | New | 2,843 | $211K |
| Vestcor Inc | 0.01% | No change | 2,774 | $206K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,738 | $203K |
| One Wealth Advisors, LLC | 0.04% | Reduce -0.9% | 2,946 | $200K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.7% | 2,175 | $161K |
| IFP Advisors, Inc | 0.01% | No change | 2,130 | $158K |
| Osaic Holdings, Inc. | 0.00% | Add +110.4% | 2,098 | $155K |
| Huntington National Bank | 0.00% | Reduce -45.9% | 2,026 | $150K |
| Ridgewood Investments LLC | 0.07% | New | 1,850 | $137K |
| Amalgamated Bank | 0.00% | Add +4.1% | 1,684 | $125K |
| Trust Co. of Vermont | 0.01% | No change | 1,650 | $122K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 1,547 | $115K |
| KBC Group NV | 0.00% | No change | 1,197 | $89K |
| Picton Mahoney Asset Management | 0.00% | New | 1,095 | $82K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,005 | $74K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 882 | $73K |
| Fortis Group Advisors, LLC | 0.01% | No change | 875 | $65K |
| Assetmark, Inc. | 0.00% | No change | 755 | $56K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -61.0% | 635 | $47K |
| Covestor Ltd | 0.03% | Reduce -12.4% | 619 | $46K |
| Signaturefd, LLC | 0.00% | Add +3.0% | 617 | $46K |
| Balefire, LLC | 0.01% | Add +38.1% | 544 | $40K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 500 | $37K |
| Trust Co | 0.00% | No change | 500 | $37K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $37K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.3% | 483 | $36K |
| McIlrath & Eck, LLC | 0.01% | Add +93.8% | 473 | $35K |
| AlphaQuest LLC | 0.00% | Add +2980.0% | 462 | $34K |
| Global Financial Private Client, LLC | 0.01% | No change | 406 | $30K |
| Silicon Valley Capital Partners | 0.00% | No change | 293 | $22K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.7% | 289 | $21K |
| Arax Advisory Partners | 0.00% | Add +1184.2% | 244 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.6% | 240 | $17K |
| Quadrant Capital Group LLC | 0.00% | Add +2.0% | 206 | $15K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 203 | $15K |
| National Bank of Canada | 0.00% | Add +8.0% | 203 | $15K |
| Lindbrook Capital, LLC | 0.00% | No change | 189 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 180 | $13K |
| Smartleaf Asset Management LLC | 0.00% | New | 152 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $11K |
| GAMMA Investing LLC | 0.00% | Add +101.6% | 125 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +31.9% | 120 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 110 | $8K |
| Park Place Capital Corp | 0.00% | No change | 104 | $8K |
| Mather Group, Llc. | 0.00% | Reduce -11.1% | 80 | $6K |
| Avior Wealth Management, LLC | 0.00% | Add +90.2% | 78 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -55.1% | 75 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 64 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +920.0% | 51 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $3K |
| WealthCollab, LLC | 0.00% | No change | 45 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -11.9% | 37 | $3K |
| Allworth Financial LP | 0.00% | Add +700.0% | 24 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.1% | 26 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 26 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +42.9% | 20 | $1K |
| Innealta Capital, LLC | 0.00% | New | 18 | $1K |
| Quarry LP | 0.00% | Reduce -78.5% | 17 | $1K |
| J.Safra Asset Management Corp | 0.00% | New | 16 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $890 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $816 |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $593 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $445 |
| Bokf, NA | 0.00% | No change | 5 | $371 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $371 |
| Global Retirement Partners, LLC | 0.00% | No change | 3 | $222 |
| Avion Wealth | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.