CbizCBZ
13F holders, Q4 2024 (December 31)282holders −4
33new positions
42sold out
4famous investors
$81.81avg. 13F price*
At the end of Q4 2024, 282 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 4 from Q3 2024. 33 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($385.9M), BlackRock, Inc. ($302.3M) and Capital Research Global Investors ($288.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $94.5M |
| Exits | 42 | $63.6M |
All 13F filers, Q3 2024 → Q4 2024: 3,879,842 shares bought and 3,050,553 shares sold, net +829,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| Vanguard Group Inc. | 0.01% | Add +0.9% | 4,716,456 | $385.9M |
| BlackRock, Inc. | 0.01% | Add +1.8% | 3,694,316 | $302.3M |
| Capital Research Global Investors | 0.06% | Reduce -10.3% | 3,526,288 | $288.6M |
| Morgan Stanley | 0.02% | Reduce -1.6% | 3,063,258 | $250.7M |
| Burgundy Asset Management Ltd. | 1.72% | Add +1.5% | 2,081,380 | $170.3M |
| P2 Capital Partners, LLC | 25.14% | Add +0.5% | 1,808,955 | $148.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.5% | 1,489,478 | $121.9M |
| State Street Corp. | 0.00% | Add +3.0% | 1,164,896 | $95.3M |
| Capital World Investors | 0.01% | Add +37.6% | 1,134,585 | $92.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.1% | 1,109,912 | $90.8M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -1.1% | 1,113,967 | $90.4M |
| BloombergSen Inc. | 7.38% | No change | 1,040,332 | $85.1M |
| FMR LLC | 0.00% | Add +64.6% | 978,881 | $80.1M |
| Northern Trust Corp. | 0.01% | Add +0.7% | 940,717 | $77.0M |
| GW&K Investment Management, LLC | 0.57% | Reduce -0.4% | 814,705 | $66.7M |
| Silvercrest Asset Management Group LLC | 0.44% | Reduce -6.0% | 813,868 | $66.6M |
| Premier Fund Managers Ltd | 2.37% | No change | 813,698 | $66.4M |
| Invesco Ltd. | 0.01% | Add +157.2% | 769,209 | $62.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 702,362 | $57.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -14.4% | 649,314 | $53.1M |
| Granite Investment Partners, LLC | 1.99% | Reduce -4.0% | 561,249 | $45.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 535,880 | $43.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +67.5% | 514,124 | $42.1M |
| Neumeier Poma Investment Counsel LLC | 3.62% | Add +2.4% | 456,062 | $37.3M |
| Bank of America Corp. | 0.00% | Add +3.4% | 431,750 | $35.3M |
| Fenimore Asset Management Inc | 0.74% | Reduce -0.2% | 431,375 | $35.3M |
| Geneva Capital Management LLC | 0.60% | Add +49.7% | 423,407 | $34.6M |
| Blair William & Co. | 0.10% | Add +4.2% | 422,866 | $34.6M |
| Bessemer Group Inc. | 0.06% | Add +2.9% | 411,703 | $33.7M |
| Wellington Management Group LLP | 0.01% | New | 401,552 | $32.9M |
| Macquarie Group Ltd. | 0.04% | Reduce -16.1% | 396,685 | $32.5M |
| Artemis Investment Management LLP | 0.46% | Add +18.5% | 393,910 | $32.2M |
| Handelsbanken Fonder AB | 0.10% | Add +10.3% | 322,000 | $26.3M |
| Public Employees Retirement Association of Colorado | 0.10% | Add +16.3% | 311,696 | $25.5M |
| Summit Creek Advisors LLC | 3.27% | Add +19.9% | 304,076 | $24.9M |
| Citadel Advisors | 0.02% | Add +228.2% | 301,247 | $24.7M |
| Waters Parkerson & Co., LLC | 1.23% | New | 285,755 | $23.4M |
| SG Capital Management LLC | 2.26% | New | 251,044 | $20.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +85.6% | 244,080 | $20.0M |
| Royce & Associates LP | 0.16% | Add +7.0% | 208,919 | $17.1M |
| Royal Bank of Canada | 0.00% | Add +7.4% | 207,806 | $17.0M |
| Fiera Capital Corp | 0.05% | Add +14.7% | 204,620 | $16.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Add +14.6% | 152,368 | $12.6M |
| Deutsche Bank AG | 0.00% | Add +10.8% | 150,263 | $12.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 150,082 | $12.3M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +19.9% | 148,521 | $12.2M |
| Norges Bank | 0.00% | Reduce -6.8% | 147,815 | $12.1M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.4% | 145,580 | $11.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.1% | 135,594 | $11.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -83.9% | 130,385 | $10.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce 0.0% | 120,149 | $9.8M |
| Pacific Capital Partners Ltd | 5.66% | Add +4.4% | 117,500 | $9.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -58.9% | 108,618 | $8.9M |
| Janus Henderson Group PLC | 0.00% | Add +14.9% | 98,781 | $8.1M |
| UBS Group AG | 0.00% | Add +77.9% | 94,931 | $7.8M |
| Two Sigma Advisers, LP | 0.02% | Reduce -6.9% | 92,023 | $7.5M |
| Bancreek Capital Management, LP | 7.32% | Reduce -38.9% | 91,730 | $7.5M |
| Swiss National Bank | 0.00% | Add +0.7% | 88,900 | $7.3M |
| Argent Capital Management LLC | 0.20% | Add +13.3% | 86,079 | $7.0M |
| Barclays PLC | 0.00% | Add +8.8% | 85,610 | $7.0M |
| Bridge City Capital, LLC | 1.84% | Add +8.3% | 84,479 | $6.9M |
| King Luther Capital Management Corp. | 0.03% | Add +11.3% | 82,135 | $6.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.5% | 79,695 | $6.5M |
| STRS Ohio | 0.03% | Add +5.8% | 78,300 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 74,964 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Add +113.1% | 74,245 | $6.1M |
| Rhumbline Advisers | 0.01% | Add +0.7% | 69,662 | $5.7M |
| Citigroup Inc. | 0.01% | Add +22.6% | 65,234 | $5.3M |
| Retirement Systems of Alabama | 0.02% | Reduce -31.2% | 59,288 | $4.9M |
| Victory Capital Management Inc. | 0.00% | Add +22.9% | 58,898 | $4.8M |
| Woodard & Co. Asset Management Group Inc. | 1.02% | No change | 57,645 | $4.7M |
| Legal & General Group Plc | 0.00% | Add +3.4% | 55,846 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +24.9% | 54,518 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 53,996 | $4.4M |
| Emmett Investment Management, LP | 3.95% | — | 53,782 | $4.4M |
| Marshall Wace, LLP | 0.01% | Reduce -40.8% | 53,375 | $4.4M |
| Chatham Capital Group, Inc. | 0.69% | Reduce -1.1% | 50,987 | $4.2M |
| Advantage Alpha Capital Partners LP | 0.93% | Add +33.5% | 48,299 | $4.0M |
| Great Lakes Advisors, LLC | 0.03% | Add +92.4% | 46,307 | $3.8M |
| ExodusPoint Capital Management, LP | 0.04% | New | 44,411 | $3.6M |
| Roundview Capital LLC | 0.25% | Reduce -0.2% | 44,300 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +23.0% | 42,803 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.1% | 42,763 | $3.5M |
| Rice Hall James & Associates, LLC | 0.19% | Reduce -22.4% | 42,745 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 42,444 | $3.5M |
| Voloridge Investment Management, LLC | 0.01% | Add +72.4% | 42,118 | $3.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -61.8% | 41,465 | $3.4M |
| Empowered Funds, LLC | 0.05% | Add +30.4% | 41,460 | $3.4M |
| Basswood Capital Management, L.L.C. | 0.19% | New | 40,355 | $3.3M |
| Exchange Traded Concepts, LLC | 0.07% | Add +20.6% | 40,030 | $3.3M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 38,590 | $3.2M |
| Sei Investments Co. | 0.00% | Add +1.5% | 37,401 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +133.0% | 36,225 | $3.0M |
| Teachers Retirement System of the State of Kentucky | 0.03% | New | 35,296 | $2.9M |
| Millington Financial Advisors, LLC | 1.52% | Add +1.6% | 30,529 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 31,822 | $2.6M |
| Principal Financial Group Inc. | 0.00% | Add +13.2% | 31,523 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Add +4.6% | 28,936 | $2.4M |
| Laurus Global Equity Management Inc. | 1.22% | No change | 28,890 | $2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.1% | 27,976 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +17.3% | 27,743 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.7% | 27,237 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 26,049 | $2.1M |
| Creative Planning | 0.00% | Add +39.5% | 24,505 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.0% | 23,826 | $1.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.36% | No change | 23,643 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +128.6% | 23,064 | $1.9M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -41.3% | 21,600 | $1.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -62.1% | 21,152 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -58.4% | 21,026 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 20,648 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -11.8% | 20,460 | $1.7M |
| Kensington Investment Counsel, LLC | 0.69% | Add +0.7% | 20,211 | $1.7M |
| LPL Financial LLC | 0.00% | Add +0.2% | 20,154 | $1.6M |
| Taylor Frigon Capital Management LLC | 0.79% | Reduce -9.5% | 19,052 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 18,776 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -64.9% | 18,107 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +25.0% | 17,236 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 16,612 | $1.4M |
| Legato Capital Management LLC | 0.18% | No change | 16,450 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.1% | 15,079 | $1.2M |
| Cwm, LLC | 0.01% | Reduce -6.0% | 14,787 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -7.0% | 14,601 | $1.2M |
| Yarbrough Capital, LLC | 0.05% | No change | 14,346 | $1.2M |
| Chicago Wealth Management, Inc. | 0.60% | No change | 14,000 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,648 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +49.1% | 13,497 | $1.1M |
| Apexium Financial, LP | 0.07% | No change | 13,246 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -5.8% | 13,138 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +1.0% | 13,112 | $1.1M |
| Numerai GP LLC | 0.27% | New | 12,235 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 12,077 | $988K |
| Mariner, LLC | 0.00% | Add +6.7% | 11,944 | $977K |
| Callan Family Office, LLC | 0.06% | New | 11,934 | $977K |
| Man Group plc | 0.00% | New | 11,825 | $968K |
| Meritage Portfolio Management | 0.06% | No change | 11,218 | $918K |
| Cerity Partners LLC | 0.00% | Reduce -1.2% | 13,477 | $907K |
| AQR Capital Management | 0.00% | Reduce -14.1% | 11,043 | $904K |
| Next Capital Management LLC | 0.37% | No change | 11,000 | $900K |
| Squarepoint Ops LLC | 0.00% | Reduce -87.8% | 10,498 | $859K |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 10,399 | $851K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 10,213 | $836K |
| RBF Capital, LLC | 0.04% | No change | 10,000 | $818K |
| Caprock Group, LLC | 0.03% | Add +0.7% | 9,973 | $816K |
| Comerica Bank | 0.00% | Add +16.9% | 9,556 | $782K |
| Corient Private Wealth LP | 0.00% | Add +1.4% | 9,510 | $778K |
| KLP Kapitalforvaltning As | 0.00% | — | 9,400 | $769K |
| Dodds Wealth, LLC | 0.24% | No change | 8,742 | $741K |
| Valtinson Bruner Financial Planning LLC | 0.25% | Reduce -1.1% | 8,919 | $730K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.5% | 8,006 | $655K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -11.5% | 7,808 | $639K |
| Versor Investments LP | 0.11% | New | 7,780 | $637K |
| Cynosure Group, LLC | 0.09% | Reduce -53.3% | 7,486 | $613K |
| HMS Capital Management, LLC | 0.28% | Reduce -0.1% | 7,078 | $579K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.9% | 6,992 | $572K |
| Commerce Bank | 0.00% | Reduce -0.8% | 6,966 | $570K |
| Country Club Bank | 0.03% | No change | 6,294 | $514K |
| Gotham Asset Management | 0.00% | Add +0.3% | 5,933 | $485K |
| HSBC Holdings PLC | 0.00% | Reduce -45.0% | 5,885 | $485K |
| Teacher Retirement System of Texas | 0.00% | New | 5,919 | $484K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -4.1% | 5,863 | $480K |
| First Financial Bankshares Inc | 0.01% | No change | 5,846 | $478K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -2.2% | 5,769 | $472K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,732 | $469K |
| State of Wyoming | 0.06% | Reduce -28.5% | 5,565 | $455K |
| State of Wisconsin Investment Board | 0.00% | Reduce -44.0% | 5,104 | $418K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.8% | 5,014 | $410K |
| Inspire Investing, LLC | 0.04% | Reduce -21.1% | 4,856 | $397K |
| Inceptionr LLC | 0.09% | New | 4,830 | $395K |
| Burton Enright Welch | 0.08% | Reduce -9.7% | 4,771 | $390K |
| Tudor Investment Corporation | 0.00% | Reduce -87.8% | 4,766 | $390K |
| Avantax Advisory Services, Inc. | 0.00% | Add +47.8% | 4,747 | $388K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -27.1% | 4,601 | $377K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,522 | $370K |
| Cibc World Markets Corp. | 0.00% | New | 4,484 | $367K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Reduce -18.6% | 4,389 | $359K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.7% | 4,219 | $345K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.0% | 4,198 | $344K |
| Kavar Capital Partners Group, LLC | 0.06% | Reduce -4.2% | 4,105 | $336K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.3% | 4,061 | $332K |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 3,926 | $321K |
| Cannon Global Investment Management, LLC | 0.79% | Reduce -64.5% | 3,900 | $319K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.4% | 3,765 | $308K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.8% | 3,547 | $307K |
| Bryce Point Capital, LLC | 0.08% | — | 3,524 | $288K |
| Flaharty Asset Management, LLC | 0.04% | No change | 3,492 | $286K |
| Xponance LLC | 0.00% | Add +9.6% | 3,425 | $280K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 3,414 | $279K |
| Sanders Morris Harris LLC | 0.04% | No change | 3,400 | $279K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -25.4% | 3,340 | $273K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 3,342 | $273K |
| Compass Ion Advisors, LLC | 0.03% | No change | 3,297 | $270K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,142 | $257K |
| Prudential Financial Inc. | 0.00% | Reduce -1.9% | 3,350 | $256K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $248K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,020 | $247K |
| Cross Staff Investments Inc | 0.17% | No change | 3,000 | $245K |
| One Wealth Advisors, LLC | 0.04% | New | 2,929 | $240K |
| Bank of Montreal | 0.00% | New | 2,927 | $240K |
| Advisors Capital Management, LLC | 0.00% | New | 2,900 | $237K |
| Callahan Advisors, LLC | 0.02% | New | 2,871 | $235K |
| Cetera Investment Advisers | 0.00% | New | 2,850 | $233K |
| Bayesian Capital Management, LP | 0.03% | New | 2,835 | $232K |
| Vista Finance, LLC | 0.24% | New | 2,802 | $229K |
| Vestcor Inc | 0.01% | No change | 2,774 | $227K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 2,750 | $225K |
| Choreo, LLC | 0.00% | New | 2,683 | $219K |
| Welch & Forbes LLC | 0.00% | New | 2,647 | $217K |
| SG Americas Securities, LLC | 0.00% | Add +7.2% | 2,536 | $208K |
| ArrowMark Colorado Holdings LLC | 0.00% | New | 2,492 | $204K |
| Nisa Investment Advisors, LLC | 0.00% | Add +31.1% | 2,227 | $182K |
| Huntington National Bank | 0.00% | Add +9.4% | 2,220 | $182K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 2,059 | $168K |
| KBC Group NV | 0.00% | Add +30.1% | 2,021 | $165K |
| Ridgewood Investments LLC | 0.07% | No change | 1,850 | $151K |
| US Bancorp \de | 0.00% | No change | 1,796 | $147K |
| Trust Co. of Vermont | 0.01% | No change | 1,650 | $135K |
| Amalgamated Bank | 0.00% | Reduce -3.0% | 1,634 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.8% | 1,586 | $130K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,350 | $110K |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.7% | 1,217 | $100K |
| Signaturefd, LLC | 0.00% | Reduce -7.3% | 891 | $73K |
| Fortis Group Advisors, LLC | 0.01% | No change | 875 | $72K |
| Federated Hermes, Inc. | 0.00% | Add +7.9% | 803 | $66K |
| Assetmark, Inc. | 0.00% | No change | 755 | $62K |
| NBT Bank, N.A. | 0.00% | No change | 750 | $61K |
| Balefire, LLC | 0.02% | New | 735 | $60K |
| Smartleaf Asset Management LLC | 0.01% | Add +75.0% | 644 | $53K |
| Clark Wealth Partners | 0.04% | — | 590 | $48K |
| McIlrath & Eck, LLC | 0.01% | Add +193.2% | 557 | $46K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 500 | $41K |
| Trust Co | 0.00% | No change | 500 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $41K |
| North Star Investment Management Corp. | 0.00% | New | 470 | $38K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -87.2% | 436 | $36K |
| Global Financial Private Client, LLC | 0.01% | Add +0.5% | 408 | $33K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +288.2% | 330 | $28K |
| First Horizon Advisors, Inc. | 0.00% | Add +18.5% | 333 | $27K |
| Silicon Valley Capital Partners | 0.00% | No change | 293 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.4% | 244 | $20K |
| Arax Advisory Partners | 0.00% | No change | 235 | $19K |
| Mather Group, Llc. | 0.00% | New | 223 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 206 | $17K |
| J.Safra Asset Management Corp | 0.00% | Add +38.8% | 204 | $17K |
| National Bank of Canada | 0.00% | Add +0.5% | 203 | $17K |
| CENTRAL TRUST Co | 0.00% | New | 197 | $16K |
| TCTC Holdings, LLC | 0.00% | New | 193 | $16K |
| Lindbrook Capital, LLC | 0.00% | Reduce -4.1% | 189 | $15K |
| Jones Financial Companies LLLP | 0.00% | No change | 180 | $15K |
| GAMMA Investing LLC | 0.00% | Add +75.0% | 175 | $14K |
| Principal Securities, Inc. | 0.00% | No change | 170 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +43.1% | 156 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $12K |
| MAI Capital Management | 0.00% | New | 123 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +117.7% | 111 | $9K |
| Farther Finance Advisors, LLC | 0.00% | No change | 111 | $9K |
| Park Place Capital Corp | 0.00% | No change | 104 | $9K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 100 | $8K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -94.7% | 100 | $8K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -92.6% | 82 | $7K |
| Avior Wealth Management, LLC | 0.00% | Reduce -5.0% | 76 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 64 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.7% | 61 | $5K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 60 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 49 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $4K |
| WealthCollab, LLC | 0.00% | No change | 45 | $4K |
| Bellwether Advisors, LLC | 0.00% | New | 36 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -96.5% | 20 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 14 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -27.8% | 13 | $1K |
| Hemington Wealth Management | 0.00% | Add +57.1% | 22 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $982 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $901 |
| Allworth Financial LP | 0.00% | Reduce -78.0% | 9 | $764 |
| SJS Investment Consulting Inc. | 0.00% | Add +12.5% | 9 | $737 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $491 |
| SBI Securities Co., Ltd. | 0.00% | — | 2 | $164 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $82 |
| Covestor Ltd | 0.00% | Reduce -99.5% | 2 | $0 |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.