CbizCBZ
13F holders, Q3 2024 (September 30)286holders +10
45new positions
34sold out
6famous investors
$67.30avg. 13F price*
At the end of Q3 2024, 286 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, up 10 from Q2 2024. 45 opened new positions and 34 sold out. The largest holders were Vanguard Group Inc. ($314.4M), Capital Research Global Investors ($264.6M) and BlackRock, Inc. ($244.2M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $62.9M |
| Exits | 34 | $185.4M |
All 13F filers, Q2 2024 → Q3 2024: 3,845,391 shares bought and 4,761,496 shares sold, net −916,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| Vanguard Group Inc. | 0.01% | Add +0.7% | 4,672,672 | $314.4M |
| Capital Research Global Investors | 0.06% | Add +3.0% | 3,931,975 | $264.6M |
| BlackRock, Inc. | 0.01% | — | 3,629,222 | $244.2M |
| Morgan Stanley | 0.02% | Add +5.7% | 3,114,729 | $209.6M |
| Burgundy Asset Management Ltd. | 1.37% | Reduce -7.7% | 2,050,127 | $138.0M |
| P2 Capital Partners, LLC | 13.83% | Add +63.1% | 1,800,532 | $121.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -7.2% | 1,496,668 | $100.7M |
| State Street Corp. | 0.00% | Add +0.9% | 1,130,848 | $76.1M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +1.0% | 1,125,766 | $75.8M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 1,109,074 | $74.6M |
| BloombergSen Inc. | 5.90% | No change | 1,040,332 | $70.0M |
| Northern Trust Corp. | 0.01% | Add +1.4% | 934,177 | $62.9M |
| Silvercrest Asset Management Group LLC | 0.40% | Reduce -1.4% | 865,917 | $58.3M |
| Capital World Investors | 0.01% | Add +0.2% | 824,800 | $55.5M |
| GW&K Investment Management, LLC | 0.47% | Reduce -2.6% | 818,228 | $55.1M |
| Neuberger Berman Group LLC | 0.04% | Reduce -31.8% | 811,156 | $54.6M |
| Premier Fund Managers Ltd | 1.93% | Add +14.0% | 813,698 | $54.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -2.5% | 758,510 | $51.0M |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 704,888 | $47.4M |
| FMR LLC | 0.00% | Add +27.4% | 594,660 | $40.0M |
| Granite Investment Partners, LLC | 1.68% | Add +0.6% | 584,378 | $39.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 525,330 | $35.3M |
| Macquarie Group Ltd. | 0.03% | Reduce -8.5% | 472,851 | $31.8M |
| Neumeier Poma Investment Counsel LLC | 2.85% | Reduce -32.8% | 445,200 | $30.0M |
| Fenimore Asset Management Inc | 0.59% | Reduce -3.6% | 432,431 | $29.1M |
| Bank of America Corp. | 0.00% | Add +1.3% | 417,744 | $28.1M |
| Blair William & Co. | 0.08% | Add +33.1% | 405,842 | $27.3M |
| Bessemer Group Inc. | 0.04% | Add +17.3% | 400,204 | $26.9M |
| Artemis Investment Management LLP | 0.34% | Add +22.8% | 332,534 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.5% | 306,918 | $20.7M |
| Invesco Ltd. | 0.00% | Add +45.0% | 299,114 | $20.1M |
| Handelsbanken Fonder AB | 0.08% | Add +2333.3% | 292,000 | $19.6M |
| Geneva Capital Management LLC | 0.32% | New | 282,914 | $19.0M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -21.2% | 268,009 | $18.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +61.4% | 264,346 | $17.8M |
| Summit Creek Advisors LLC | 2.32% | Add +17.0% | 253,641 | $17.1M |
| Mawer Investment Management Ltd. | 0.06% | Reduce -74.0% | 205,628 | $13.8M |
| Royce & Associates LP | 0.12% | No change | 195,181 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +12.4% | 193,496 | $13.0M |
| Fiera Capital Corp | 0.04% | Add +2.0% | 178,355 | $12.0M |
| Norges Bank | 0.00% | Reduce -45.8% | 158,603 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.6% | 150,699 | $10.1M |
| Bancreek Capital Management, LP | 6.38% | Add +49.3% | 150,212 | $10.1M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.2% | 146,130 | $9.8M |
| Deutsche Bank AG | 0.00% | Add +10.9% | 135,637 | $9.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Add +14970.8% | 132,924 | $9.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -22.0% | 131,511 | $8.8M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -3.9% | 123,899 | $8.3M |
| Public Employees Retirement System of Ohio | 0.03% | Add +12.0% | 120,155 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.7% | 117,784 | $7.9M |
| Pacific Capital Partners Ltd | 4.43% | Add +28.6% | 112,500 | $7.6M |
| Two Sigma Investments, LP | 0.02% | Add +1.0% | 108,459 | $7.3M |
| Edgestream Partners, L.P. | 0.31% | Add +24.6% | 105,842 | $7.1M |
| Two Sigma Advisers, LP | 0.02% | Reduce -1.8% | 98,823 | $6.6M |
| Citadel Advisors | 0.01% | New | 91,790 | $6.2M |
| Marshall Wace, LLP | 0.01% | Add +349.5% | 90,196 | $6.1M |
| Swiss National Bank | 0.00% | No change | 88,300 | $5.9M |
| Retirement Systems of Alabama | 0.02% | Add +10.3% | 86,194 | $5.8M |
| Squarepoint Ops LLC | 0.02% | New | 85,982 | $5.8M |
| Janus Henderson Group PLC | 0.00% | Add +3.2% | 85,964 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.0% | 83,479 | $5.6M |
| Millennium Management | 0.00% | New | 80,001 | $5.4M |
| Barclays PLC | 0.00% | Add +362.1% | 78,711 | $5.3M |
| Bridge City Capital, LLC | 1.44% | Add +37.0% | 78,028 | $5.3M |
| Argent Capital Management LLC | 0.14% | Add +3.8% | 75,981 | $5.1M |
| STRS Ohio | 0.02% | Add +0.3% | 74,000 | $5.0M |
| King Luther Capital Management Corp. | 0.02% | Add +0.5% | 73,770 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.9% | 70,819 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -4.3% | 69,210 | $4.7M |
| Engineers Gate Manager LP | 0.08% | Add +2068.9% | 61,662 | $4.1M |
| Woodard & Co. Asset Management Group Inc. | 0.87% | No change | 57,645 | $3.9M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 56,853 | $3.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -7.9% | 55,769 | $3.8M |
| Rice Hall James & Associates, LLC | 0.20% | Reduce -0.2% | 55,076 | $3.7M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 54,016 | $3.6M |
| Alliancebernstein L.P. | 0.00% | No change | 53,391 | $3.6M |
| UBS Group AG | 0.00% | Reduce -7.4% | 53,371 | $3.6M |
| Citigroup Inc. | 0.00% | Add +205.1% | 53,204 | $3.6M |
| Twinbeech Capital LP | 0.07% | Add +290.6% | 52,995 | $3.6M |
| First Trust Advisors LP | 0.00% | Reduce -15.7% | 51,639 | $3.5M |
| Chatham Capital Group, Inc. | 0.57% | Add +0.2% | 51,532 | $3.5M |
| Jane Street Group, LLC | 0.01% | Reduce -61.6% | 50,500 | $3.4M |
| Victory Capital Management Inc. | 0.00% | Add +22.1% | 47,943 | $3.2M |
| Campbell & CO Investment Adviser LLC | 0.23% | Add +1112.0% | 46,808 | $3.1M |
| Dark Forest Capital Management LP | 0.38% | Add +137.7% | 44,757 | $3.0M |
| Roundview Capital LLC | 0.22% | Reduce -12.0% | 44,378 | $3.0M |
| Thompson Siegel & Walmsley LLC | 0.04% | Reduce -23.8% | 43,912 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 43,657 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.1% | 43,253 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 42,869 | $2.9M |
| Tudor Investment Corporation | 0.03% | New | 39,131 | $2.6M |
| Laurus Global Equity Management Inc. | 1.02% | Reduce -49.0% | 28,890 | $2.6M |
| Quantbot Technologies LP | 0.10% | Add +960.9% | 38,850 | $2.6M |
| Sei Investments Co. | 0.00% | Add +18.1% | 36,852 | $2.5M |
| Assenagon Asset Management S.A. | 0.01% | Add +70.4% | 36,800 | $2.5M |
| Advantage Alpha Capital Partners LP | 0.55% | New | 36,168 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.6% | 34,841 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -21.1% | 34,789 | $2.3M |
| Exchange Traded Concepts, LLC | 0.05% | Add +58.4% | 33,193 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 31,817 | $2.1M |
| Empowered Funds, LLC | 0.03% | Add +24.3% | 31,793 | $2.1M |
| Millington Financial Advisors, LLC | 1.26% | Add +2.5% | 30,054 | $2.0M |
| Occudo Quantitative Strategies LP | 0.35% | New | 28,211 | $1.9M |
| Principal Financial Group Inc. | 0.00% | Add +25.8% | 27,860 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 27,711 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | No change | 27,656 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.3% | 26,874 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 26,707 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 25,625 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.7% | 24,908 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | Add +110.6% | 24,433 | $1.6M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -11.3% | 24,069 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +14.1% | 23,645 | $1.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.33% | Reduce -1.5% | 23,643 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.5% | 23,207 | $1.6M |
| Taylor Frigon Capital Management LLC | 0.71% | New | 21,043 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,648 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 20,106 | $1.4M |
| Kensington Investment Counsel, LLC | 0.56% | Add +3.4% | 20,079 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 18,926 | $1.3M |
| Creative Planning | 0.00% | Add +10.2% | 17,562 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -18.6% | 17,557 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 17,231 | $1.2M |
| Semanteon Capital Management, LP | 0.78% | New | 16,999 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.7% | 16,514 | $1.1M |
| Legato Capital Management LLC | 0.14% | Add +18.9% | 16,450 | $1.1M |
| Cynosure Group, LLC | 0.16% | Add +223.7% | 16,033 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -5.0% | 15,731 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -2.3% | 15,702 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -73.3% | 15,547 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | No change | 15,058 | $1.0M |
| Yarbrough Capital, LLC | 0.04% | Add +61.5% | 14,346 | $965K |
| Chicago Wealth Management, Inc. | 0.50% | No change | 14,000 | $942K |
| Truist Financial Corp. | 0.00% | Add +27.1% | 13,955 | $939K |
| Stifel Financial Corp. | 0.00% | Add +52.4% | 13,789 | $928K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,648 | $918K |
| Cerity Partners LLC | 0.00% | Add +26.6% | 13,636 | $918K |
| Apexium Financial, LP | 0.06% | No change | 13,246 | $891K |
| HRT Financial LP | 0.00% | New | 13,250 | $891K |
| Arizona State Retirement System | 0.01% | Add +3.0% | 12,987 | $874K |
| AQR Capital Management | 0.00% | Reduce -14.1% | 12,857 | $865K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 12,077 | $813K |
| Point72 Asset Management | 0.00% | New | 11,267 | $758K |
| Meritage Portfolio Management | 0.05% | Add +0.6% | 11,218 | $755K |
| Mariner, LLC | 0.00% | Add +90.5% | 11,196 | $752K |
| Fox Run Management, L.L.C. | 0.17% | New | 11,016 | $741K |
| Cannon Global Investment Management, LLC | 1.77% | New | 11,000 | $740K |
| Next Capital Management LLC | 0.30% | No change | 11,000 | $740K |
| XTX Topco Ltd | 0.05% | New | 10,979 | $739K |
| HSBC Holdings PLC | 0.00% | Add +83.0% | 10,710 | $719K |
| Captrust Financial Advisors | 0.00% | Reduce -56.9% | 10,200 | $686K |
| Intech Investment Management LLC | 0.01% | New | 10,090 | $679K |
| Brevan Howard Capital Management LP | 0.03% | New | 10,053 | $676K |
| RBF Capital, LLC | 0.03% | No change | 10,000 | $673K |
| Caprock Group, LLC | 0.02% | Reduce -0.0% | 9,900 | $666K |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 9,382 | $631K |
| State of Wisconsin Investment Board | 0.00% | Add +74.6% | 9,120 | $614K |
| ProShare Advisors LLC | 0.00% | Add +40.8% | 9,049 | $609K |
| Valtinson Bruner Financial Planning LLC | 0.21% | No change | 9,017 | $607K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.2% | 8,824 | $594K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -65.2% | 8,565 | $576K |
| Dodds Wealth, LLC | 0.19% | No change | 8,742 | $558K |
| Comerica Bank | 0.00% | Add +21.9% | 8,177 | $550K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 8,105 | $545K |
| State of Wyoming | 0.07% | Add +22.1% | 7,784 | $524K |
| Moran Wealth Management, LLC | 0.02% | Add +35.9% | 7,745 | $521K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 7,587 | $511K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 7,380 | $497K |
| HMS Capital Management, LLC | 0.23% | No change | 7,087 | $477K |
| Commerce Bank | 0.00% | Reduce -3.3% | 7,023 | $473K |
| Point72 (DIFC) Ltd | 0.03% | New | 6,551 | $441K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,307 | $424K |
| FORA Capital, LLC | 0.05% | New | 6,258 | $421K |
| Country Club Bank | 0.03% | No change | 6,294 | $421K |
| Inspire Investing, LLC | 0.04% | Add +29.4% | 6,158 | $414K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 6,113 | $411K |
| Seven Eight Capital, LP | 0.04% | New | 6,037 | $406K |
| Gotham Asset Management | 0.00% | No change | 5,918 | $398K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -4.7% | 5,898 | $397K |
| First Financial Bankshares Inc | 0.01% | No change | 5,846 | $393K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,732 | $386K |
| Lazard Asset Management LLC | 0.00% | No change | 5,634 | $378K |
| Cresset Asset Management, LLC | 0.00% | Add +2.8% | 5,436 | $366K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 5,389 | $363K |
| Burton Enright Welch | 0.08% | No change | 5,284 | $356K |
| Sherbrooke Park Advisers LLC | 0.07% | New | 4,787 | $322K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,783 | $322K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 4,717 | $317K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,889 | $314K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.3% | 4,683 | $306K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 4,522 | $304K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -3.1% | 4,477 | $301K |
| Glenmede Trust Co. NA | 0.00% | Add +16.7% | 4,425 | $298K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 4,285 | $288K |
| Jump Financial, LLC | 0.01% | New | 4,012 | $270K |
| Fifth Third Bancorp | 0.00% | New | 3,928 | $264K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.1% | 3,780 | $254K |
| AlphaQuest LLC | 0.02% | Add +710.8% | 3,746 | $252K |
| Northwest Investment Counselors, LLC | 0.06% | New | 3,650 | $246K |
| Flaharty Asset Management, LLC | 0.03% | No change | 3,492 | $235K |
| Prudential Financial Inc. | 0.00% | Reduce -0.7% | 3,416 | $230K |
| Sanders Morris Harris LLC | 0.04% | No change | 3,400 | $229K |
| Aster Capital Management (DIFC) Ltd | 0.05% | — | 3,398 | $229K |
| Osaic Holdings, Inc. | 0.00% | Add +59.9% | 3,354 | $226K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 3,342 | $224K |
| nVerses Capital, LLC | 0.10% | New | 3,300 | $222K |
| Compass Ion Advisors, LLC | 0.03% | No change | 3,297 | $222K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,211 | $216K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,142 | $211K |
| Xponance LLC | 0.00% | Add +2.9% | 3,126 | $210K |
| Mackenzie Financial Corp. | 0.00% | Reduce -18.8% | 3,020 | $203K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $202K |
| Cross Staff Investments Inc | 0.16% | No change | 3,000 | $202K |
| Vestcor Inc | 0.01% | No change | 2,774 | $187K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.2% | 2,724 | $183K |
| SG Americas Securities, LLC | 0.00% | Reduce -82.2% | 2,366 | $159K |
| Spectrum Wealth Counsel, LLC | 0.02% | New | 2,059 | $139K |
| Huntington National Bank | 0.00% | Add +0.1% | 2,029 | $137K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -84.9% | 1,900 | $128K |
| Ridgewood Investments LLC | 0.06% | No change | 1,850 | $124K |
| US Bancorp \de | 0.00% | Add +16.1% | 1,796 | $121K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -21.9% | 1,698 | $114K |
| Amalgamated Bank | 0.00% | No change | 1,684 | $113K |
| Trust Co. of Vermont | 0.01% | No change | 1,650 | $111K |
| KBC Group NV | 0.00% | Add +29.7% | 1,553 | $105K |
| Johnson Financial Group, Inc. | 0.00% | Add +10.3% | 1,108 | $75K |
| Quarry LP | 0.02% | Add +6335.3% | 1,094 | $74K |
| Acadian Asset Management LLC | 0.00% | New | 1,071 | $72K |
| Signaturefd, LLC | 0.00% | Add +55.8% | 961 | $65K |
| Fortis Group Advisors, LLC | 0.01% | No change | 875 | $59K |
| Assetmark, Inc. | 0.00% | No change | 755 | $51K |
| NBT Bank, N.A. | 0.00% | New | 750 | $50K |
| Federated Hermes, Inc. | 0.00% | Add +54.0% | 744 | $50K |
| Danske Bank A/S | 0.00% | New | 700 | $47K |
| IFP Advisors, Inc | 0.00% | Reduce -72.8% | 579 | $39K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 500 | $34K |
| Trust Co | 0.00% | No change | 500 | $34K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $34K |
| Global Financial Private Client, LLC | 0.01% | No change | 406 | $27K |
| Covestor Ltd | 0.02% | Reduce -39.4% | 375 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Add +142.1% | 368 | $25K |
| Silicon Valley Capital Partners | 0.00% | No change | 293 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.8% | 281 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -3.7% | 235 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.9% | 221 | $15K |
| Quadrant Capital Group LLC | 0.00% | No change | 206 | $14K |
| National Bank of Canada | 0.00% | Reduce -0.5% | 202 | $14K |
| Lindbrook Capital, LLC | 0.00% | Add +4.2% | 197 | $13K |
| McIlrath & Eck, LLC | 0.00% | Reduce -59.8% | 190 | $13K |
| Jones Financial Companies LLLP | 0.00% | No change | 180 | $12K |
| Principal Securities, Inc. | 0.00% | Add +54.5% | 170 | $11K |
| J.Safra Asset Management Corp | 0.00% | Add +818.8% | 147 | $10K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $10K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 111 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.5% | 111 | $7K |
| Parkside Financial Bank & Trust | 0.00% | New | 109 | $7K |
| Park Place Capital Corp | 0.00% | No change | 104 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -20.0% | 100 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +325.0% | 85 | $6K |
| Avior Wealth Management, LLC | 0.00% | Add +2.6% | 80 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 76 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 64 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $3K |
| Sterling Capital Management LLC | 0.00% | — | 49 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | New | 47 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $3K |
| WealthCollab, LLC | 0.00% | No change | 45 | $3K |
| Blue Trust, Inc. | 0.00% | New | 40 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 42 | $3K |
| Allworth Financial LP | 0.00% | Add +70.8% | 41 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $2K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 20 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +50.0% | 18 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -62.2% | 14 | $942 |
| NewEdge Advisors, LLC | 0.00% | Reduce -53.9% | 12 | $807 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $741 |
| Riverview Trust Co | 0.00% | New | 11 | $740 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.8% | 11 | $735 |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $539 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $404 |
| Bokf, NA | 0.00% | No change | 5 | $325 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $202 |
| Simplex Trading, LLC | 0.00% | New | 9 | $0 |
| Avion Wealth | 0.00% | Add +16.7% | 7 | $0 |
| Hemington Wealth Management | 0.00% | New | 14 | $0 |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.