CbizCBZ
13F holders, Q2 2025 (June 30)275holders −15
27new positions
38sold out
3famous investors
$71.72avg. 13F price*
At the end of Q2 2025, 275 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 15 from Q1 2025. 27 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($364.4M), BlackRock, Inc. ($271.8M) and Morgan Stanley ($233.1M). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $80.1M |
| Exits | 38 | $59.9M |
All 13F filers, Q1 2025 → Q2 2025: 6,119,874 shares bought and 2,936,121 shares sold, net +3,183,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| Vanguard Group Inc. | 0.01% | Add +9.2% | 5,081,040 | $364.4M |
| BlackRock, Inc. | 0.01% | Add +6.2% | 3,789,822 | $271.8M |
| Morgan Stanley | 0.02% | Add +4.2% | 3,250,399 | $233.1M |
| Capital Research Global Investors | 0.04% | Add +10.3% | 2,986,959 | $214.2M |
| Burgundy Asset Management Ltd. | 1.62% | Add +4.5% | 2,321,198 | $166.5M |
| FMR LLC | 0.01% | Add +79.6% | 1,860,903 | $133.4M |
| P2 Capital Partners, LLC | 26.11% | Reduce -5.8% | 1,806,308 | $129.5M |
| Capital World Investors | 0.02% | Add +29.6% | 1,608,204 | $115.3M |
| Geode Capital Management, LLC | 0.01% | Add +8.6% | 1,224,142 | $87.8M |
| State Street Corp. | 0.00% | Add +4.6% | 1,210,801 | $86.8M |
| BloombergSen Inc. | 6.78% | Add +9.5% | 1,119,362 | $80.3M |
| JPMorgan Chase & Co. | 0.00% | Add +30.9% | 985,958 | $70.7M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 897,396 | $64.4M |
| Silvercrest Asset Management Group LLC | 0.42% | Add +23.9% | 876,015 | $62.8M |
| Premier Fund Managers Ltd | 2.12% | Add +0.9% | 818,514 | $58.2M |
| GW&K Investment Management, LLC | 0.49% | Reduce -13.9% | 769,560 | $55.2M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -11.3% | 753,505 | $54.6M |
| Janus Henderson Group PLC | 0.02% | Add +3541.5% | 701,468 | $50.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -52.5% | 669,253 | $48.0M |
| Invesco Ltd. | 0.01% | Reduce -14.3% | 602,923 | $43.2M |
| Artemis Investment Management LLP | 0.52% | Reduce -11.2% | 561,381 | $40.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.9% | 555,232 | $39.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +41.0% | 521,650 | $37.4M |
| Handelsbanken Fonder AB | 0.12% | Add +33.1% | 462,000 | $33.1M |
| Royal Bank of Canada | 0.01% | Add +16.4% | 461,450 | $33.1M |
| Bank of America Corp. | 0.00% | Add +0.3% | 454,551 | $32.6M |
| Geneva Capital Management LLC | 0.54% | Add +5.9% | 450,004 | $32.3M |
| Bessemer Group Inc. | 0.05% | Add +4.7% | 447,844 | $32.1M |
| Neumeier Poma Investment Counsel LLC | 2.93% | Reduce -3.8% | 438,976 | $31.5M |
| Blair William & Co. | 0.09% | Add +1.6% | 434,498 | $31.2M |
| Granite Investment Partners, LLC | 1.52% | Reduce -19.4% | 433,989 | $31.1M |
| Fenimore Asset Management Inc | 0.62% | Add +0.0% | 432,377 | $31.0M |
| Macquarie Group Ltd. | 0.04% | Add +0.3% | 429,339 | $30.8M |
| Wellington Management Group LLP | 0.01% | Add +1.7% | 417,192 | $29.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -30.1% | 409,265 | $29.4M |
| Waters Parkerson & Co., LLC | 1.43% | Add +30.9% | 398,702 | $28.6M |
| Summit Creek Advisors LLC | 3.06% | Add +0.7% | 306,318 | $22.0M |
| William Blair Investment Management, LLC | 0.06% | New | 303,146 | $21.7M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -18.5% | 258,038 | $18.5M |
| UBS Group AG | 0.00% | Add +68.5% | 254,986 | $18.3M |
| Montrusco Bolton Investments Inc. | 0.19% | New | 233,390 | $16.7M |
| Alpha Wave Global, LP | 1.79% | Add +162.2% | 232,021 | $16.6M |
| Royce & Associates LP | 0.15% | No change | 210,219 | $15.1M |
| Segall Bryant & Hamill, LLC | 0.20% | Add +20.6% | 200,835 | $14.4M |
| Nuveen, LLC | 0.00% | Reduce -38.6% | 190,180 | $13.6M |
| Citadel Advisors | 0.01% | Add +312.7% | 176,184 | $12.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +20.7% | 172,867 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Add +9.1% | 163,157 | $11.7M |
| Deutsche Bank AG | 0.00% | Add +6.9% | 156,487 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Add +89.8% | 144,290 | $10.3M |
| First Manhattan Co. Llc. | 0.03% | Reduce -7.7% | 132,270 | $9.5M |
| Mawer Investment Management Ltd. | 0.05% | New | 128,668 | $9.2M |
| Susquehanna International Group, LLP | 0.01% | Add +26.5% | 124,265 | $8.9M |
| Public Employees Retirement System of Ohio | 0.03% | Add +3.8% | 114,259 | $8.2M |
| Marshall Wace, LLP | 0.01% | New | 112,011 | $8.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -21.4% | 109,528 | $7.9M |
| Franklin Resources Inc. | 0.00% | New | 109,122 | $7.8M |
| Ananym Capital Management, LP | 3.18% | New | 102,750 | $7.4M |
| Barclays PLC | 0.00% | Add +66.3% | 102,278 | $7.3M |
| Swiss National Bank | 0.00% | Add +12.1% | 98,100 | $7.0M |
| Pacific Capital Partners Ltd | 6.39% | Reduce -24.0% | 95,000 | $6.8M |
| STRS Ohio | 0.02% | Add +0.7% | 91,800 | $6.6M |
| Argent Capital Management LLC | 0.18% | Add +0.8% | 89,666 | $6.4M |
| Bridge City Capital, LLC | 1.68% | Reduce -1.1% | 83,704 | $6.0M |
| Rhumbline Advisers | 0.01% | Add +11.9% | 80,821 | $5.8M |
| King Luther Capital Management Corp. | 0.03% | Reduce -2.5% | 80,201 | $5.8M |
| Bancreek Capital Management, LP | 9.48% | Reduce -5.8% | 77,069 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 76,296 | $5.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.5% | 75,317 | $5.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +16.9% | 74,688 | $5.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -18.8% | 62,974 | $4.5M |
| Empowered Funds, LLC | 0.05% | Add +49.8% | 60,315 | $4.3M |
| Legal & General Group Plc | 0.00% | Reduce -19.2% | 59,236 | $4.2M |
| Woodard & Co. Asset Management Group Inc. | 0.76% | No change | 57,645 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +39.1% | 53,319 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 53,938 | $3.9M |
| Chatham Capital Group, Inc. | 0.58% | Reduce -0.5% | 53,047 | $3.8M |
| Advantage Alpha Capital Partners LP | 0.96% | Reduce -6.5% | 49,463 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +16.8% | 48,867 | $3.5M |
| Roundview Capital LLC | 0.23% | Add +17.1% | 47,327 | $3.4M |
| LPL Financial LLC | 0.00% | Add +22.4% | 46,742 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +7.9% | 46,284 | $3.3M |
| Citigroup Inc. | 0.00% | Add +14.9% | 44,064 | $3.2M |
| Great Lakes Advisors, LLC | 0.03% | Add +16.8% | 43,288 | $3.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -59.4% | 42,923 | $3.1M |
| Private Advisor Group, LLC | 0.02% | No change | 42,757 | $3.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -20.0% | 41,678 | $3.0M |
| Basswood Capital Management, L.L.C. | 0.14% | No change | 40,355 | $2.9M |
| Rice Hall James & Associates, LLC | 0.15% | Reduce -7.8% | 39,236 | $2.8M |
| Cibc World Market Inc. | 0.01% | New | 35,199 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -2.0% | 34,600 | $2.5M |
| Millington Financial Advisors, LLC | 1.16% | Reduce -2.5% | 30,564 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.0% | 31,823 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +12.1% | 31,237 | $2.2M |
| Taylor Frigon Capital Management LLC | 1.14% | Reduce -6.5% | 29,809 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 29,529 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.8% | 29,055 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.6% | 29,047 | $2.1M |
| Sei Investments Co. | 0.00% | Add +14.8% | 27,683 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | New | 27,021 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.7% | 27,008 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +13.2% | 26,068 | $1.9M |
| Norges Bank | 0.00% | Reduce -60.6% | 25,689 | $1.8M |
| Zions Bancorporation, National Association | 0.10% | Add +43.6% | 25,572 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.25% | Reduce -1.2% | 23,369 | $1.7M |
| Intech Investment Management LLC | 0.02% | Reduce -27.5% | 22,919 | $1.6M |
| Creative Planning | 0.00% | Reduce -6.7% | 22,655 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.3% | 21,830 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | No change | 21,600 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -29.9% | 21,568 | $1.5M |
| Kensington Investment Counsel, LLC | 0.59% | Reduce -1.9% | 19,285 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 18,828 | $1.4M |
| Dark Forest Capital Management LP | 0.05% | Reduce -38.4% | 18,807 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +148.6% | 17,993 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 17,429 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -19.4% | 16,648 | $1.2M |
| Legato Capital Management LLC | 0.14% | No change | 16,238 | $1.2M |
| Callan Family Office, LLC | 0.04% | Add +25.3% | 15,568 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | No change | 15,079 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +15.7% | 14,986 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +22.0% | 14,737 | $1.1M |
| Yarbrough Capital, LLC | 0.04% | No change | 14,346 | $1.0M |
| Voya Investment Management LLC | 0.00% | Add +10.7% | 14,313 | $1.0M |
| Chicago Wealth Management, Inc. | 0.48% | No change | 14,000 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,648 | $979K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 13,249 | $950K |
| Apexium Financial, LP | 0.05% | No change | 13,246 | $950K |
| Sterling Capital Management LLC | 0.01% | Add +25284.3% | 12,946 | $928K |
| Mariner, LLC | 0.00% | Reduce -8.9% | 12,569 | $901K |
| Cwm, LLC | 0.00% | Reduce -3.7% | 12,493 | $896K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +15.9% | 11,836 | $849K |
| Whetstone Capital Advisors, LLC | 0.23% | New | 11,385 | $816K |
| Truist Financial Corp. | 0.00% | Reduce -14.9% | 11,035 | $791K |
| Cerity Partners LLC | 0.00% | Reduce -8.7% | 11,023 | $790K |
| Next Capital Management LLC | 0.29% | No change | 11,000 | $789K |
| ProShare Advisors LLC | 0.00% | Add +3.6% | 10,752 | $771K |
| KLP Kapitalforvaltning As | 0.00% | Add +23.0% | 10,700 | $767K |
| RBF Capital, LLC | 0.04% | No change | 10,000 | $717K |
| Corient Private Wealth LP | 0.00% | Add +4.4% | 9,747 | $699K |
| Cynosure Group, LLC | 0.08% | No change | 9,729 | $698K |
| Comerica Bank | 0.00% | Add +2.4% | 9,690 | $695K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.4% | 9,158 | $657K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Reduce -0.5% | 8,868 | $636K |
| Dodds Wealth, LLC | 0.17% | No change | 8,742 | $627K |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 8,361 | $600K |
| AQR Capital Management | 0.00% | Reduce -29.8% | 8,237 | $591K |
| Commerce Bank | 0.00% | Add +0.7% | 8,121 | $582K |
| Laurus Global Equity Management Inc. | 0.37% | Reduce -44.2% | 7,820 | $561K |
| Teacher Retirement System of Texas | 0.00% | Add +17.5% | 7,758 | $556K |
| Glenmede Investment Management, LP | 0.00% | — | 7,315 | $525K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.0% | 7,196 | $516K |
| Verition Fund Management LLC | 0.00% | New | 7,117 | $510K |
| Pictet Asset Management Holding SA | 0.00% | Add +23.5% | 7,069 | $507K |
| HMS Capital Management, LLC | 0.23% | Reduce -1.1% | 7,000 | $502K |
| Prudential Financial Inc. | 0.00% | Add +80.3% | 6,637 | $492K |
| Cannon Global Investment Management, LLC | 1.27% | New | 6,500 | $466K |
| Cibc World Markets Corp. | 0.00% | Reduce -39.3% | 6,460 | $463K |
| Quantinno Capital Management LP | 0.00% | Add +119.6% | 6,374 | $457K |
| Country Club Bank | 0.03% | No change | 6,294 | $448K |
| Gotham Asset Management | 0.00% | No change | 5,914 | $424K |
| Jump Financial, LLC | 0.01% | New | 5,902 | $423K |
| BNP Paribas Financial Markets | 0.00% | Add +67.8% | 5,700 | $409K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -3.4% | 5,663 | $406K |
| Holocene Advisors, LP | 0.00% | New | 5,577 | $400K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +297.4% | 5,516 | $396K |
| HSBC Holdings PLC | 0.00% | New | 5,552 | $395K |
| Helium Advisors LLC | 0.25% | New | 5,500 | $394K |
| Inspire Investing, LLC | 0.04% | Add +20.4% | 5,455 | $391K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.4% | 5,353 | $384K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -1.0% | 5,196 | $373K |
| Balyasny Asset Management L.P. | 0.00% | Add +4.8% | 4,969 | $356K |
| Fiduciary Trust Co | 0.00% | Reduce -19.8% | 4,880 | $350K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.6% | 4,878 | $350K |
| State of Wisconsin Investment Board | 0.00% | Add +3.3% | 4,817 | $345K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 4,739 | $340K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.9% | 4,623 | $332K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 4,571 | $328K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +1.1% | 4,438 | $318K |
| Meritage Portfolio Management | 0.02% | Reduce -34.1% | 4,110 | $295K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 4,105 | $294K |
| Xponance LLC | 0.00% | Add +12.7% | 4,078 | $292K |
| Bridgefront Capital, LLC | 0.08% | New | 3,967 | $284K |
| Freestone Grove Partners LP | 0.00% | New | 3,938 | $282K |
| Vista Finance, LLC | 0.24% | Add +4.0% | 3,856 | $277K |
| Ethic Inc. | 0.00% | Add +21.6% | 3,767 | $268K |
| Principal Financial Group Inc. | 0.00% | Reduce -88.3% | 3,728 | $267K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.3% | 3,600 | $258K |
| Flaharty Asset Management, LLC | 0.03% | No change | 3,492 | $250K |
| Sanders Morris Harris LLC | 0.06% | No change | 3,400 | $244K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.2% | 3,301 | $237K |
| Compass Ion Advisors, LLC | 0.03% | No change | 3,297 | $236K |
| One Wealth Advisors, LLC | 0.03% | Add +4.2% | 3,197 | $229K |
| Corton Capital Inc. | 0.27% | New | 3,177 | $228K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 3,142 | $225K |
| Atria Investments, Inc | 0.00% | Reduce -10.2% | 3,116 | $223K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $219K |
| CHICAGO TRUST Co NA | 0.03% | New | 3,052 | $219K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,020 | $217K |
| Cross Staff Investments Inc | 0.16% | No change | 3,000 | $215K |
| First Financial Bankshares Inc | 0.00% | No change | 2,923 | $210K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,900 | $208K |
| State of Wyoming | 0.02% | Reduce -63.9% | 2,570 | $184K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.9% | 2,327 | $167K |
| Huntington National Bank | 0.00% | Add +15.7% | 2,228 | $160K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.8% | 2,180 | $156K |
| Ridgewood Investments LLC | 0.06% | No change | 1,850 | $133K |
| Raymond James Financial Inc. | 0.00% | New | 1,845 | $132K |
| Trust Co. of Vermont | 0.01% | No change | 1,650 | $118K |
| Amalgamated Bank | 0.00% | No change | 1,640 | $118K |
| KBC Group NV | 0.00% | Reduce -20.3% | 1,611 | $116K |
| US Bancorp \de | 0.00% | Add +0.8% | 1,548 | $111K |
| Signaturefd, LLC | 0.00% | Add +9.2% | 1,025 | $74K |
| Vestcor Inc | 0.00% | Reduce -66.8% | 971 | $70K |
| Lazard Asset Management LLC | 0.00% | Add +3.5% | 960 | $68K |
| Assetmark, Inc. | 0.00% | Add +3.6% | 938 | $67K |
| Fortis Group Advisors, LLC | 0.01% | No change | 875 | $63K |
| Danske Bank A/S | 0.00% | Add +700.0% | 800 | $57K |
| NBT Bank, N.A. | 0.00% | No change | 750 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +165.4% | 722 | $52K |
| Clark Wealth Partners | 0.03% | No change | 590 | $42K |
| Strategic Wealth Investment Group, LLC | 0.05% | New | 515 | $37K |
| Trust Co | 0.00% | No change | 500 | $36K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $36K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 483 | $35K |
| Jones Financial Companies LLLP | 0.00% | Add +18.2% | 488 | $35K |
| Whittier Trust Co. | 0.00% | No change | 442 | $32K |
| Optiver Holding B.V. | 0.00% | Add +24.5% | 406 | $29K |
| First Horizon Advisors, Inc. | 0.00% | No change | 387 | $28K |
| MAI Capital Management | 0.00% | Reduce -21.0% | 334 | $24K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 286 | $21K |
| CENTRAL TRUST Co | 0.00% | Add +38.1% | 272 | $20K |
| AdvisorNet Financial, Inc | 0.00% | New | 240 | $17K |
| GAMMA Investing LLC | 0.00% | Reduce -6.0% | 204 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -4.7% | 202 | $14K |
| Principal Securities, Inc. | 0.00% | Add +18.8% | 202 | $14K |
| National Bank of Canada | 0.00% | No change | 192 | $14K |
| J.Safra Asset Management Corp | 0.00% | Reduce -28.1% | 156 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 130 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -44.9% | 130 | $9K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +3800.0% | 117 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | New | 117 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -81.1% | 114 | $8K |
| Park Place Capital Corp | 0.00% | No change | 104 | $8K |
| Versant Capital Management, Inc | 0.00% | Reduce -6.3% | 104 | $7K |
| Brooklyn Investment Group | 0.00% | Reduce -8.2% | 101 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +2.0% | 104 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.1% | 95 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 93 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.2% | 92 | $7K |
| WealthCollab, LLC | 0.00% | No change | 61 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 61 | $4K |
| Rothschild Investment LLC | 0.00% | Add +9.1% | 60 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -13.0% | 60 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 52 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 36 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +137.5% | 19 | $1K |
| AlphaQuest LLC | 0.00% | New | 17 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 12 | $861 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $861 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $789 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $789 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 10 | $717 |
| Essential Partners LLC | 0.00% | — | 8 | $574 |
| Allworth Financial LP | 0.00% | Add +40.0% | 7 | $502 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -44.4% | 5 | $359 |
| Garde Capital, Inc. | 0.00% | No change | 5 | $359 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -16.7% | 5 | $359 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $72 |
| Hemington Wealth Management | 0.00% | Reduce -84.0% | 4 | $0 |
| Covestor Ltd | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.