CbizCBZ
13F holders, Q3 2025 (September 30)262holders −13
41new positions
52sold out
4famous investors
$53.56avg. 13F price*
At the end of Q3 2025, 262 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 13 from Q2 2025. 41 opened new positions and 52 sold out. The largest holders were Vanguard Group Inc. ($258.9M), Durable Capital Partners LP ($207.9M) and BlackRock, Inc. ($187.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Cbiz Inc.
- CUSIP
- 124805102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $308.4M |
| Exits | 52 | $116.8M |
All 13F filers, Q2 2025 → Q3 2025: 9,068,924 shares bought and 6,753,309 shares sold, net +2,315,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Vanguard Group Inc. | 0.00% | Reduce -3.8% | 4,888,523 | $258.9M |
| Durable Capital Partners LP | 1.54% | New | 3,925,067 | $207.9M |
| BlackRock, Inc. | 0.00% | Reduce -6.6% | 3,540,802 | $187.5M |
| Morgan Stanley | 0.01% | Add +4.6% | 3,401,097 | $180.1M |
| FMR LLC | 0.01% | Add +62.4% | 3,022,280 | $160.1M |
| Capital Research Global Investors | 0.03% | Reduce -2.2% | 2,921,326 | $154.7M |
| Burgundy Asset Management Ltd. | 1.41% | Reduce -0.2% | 2,315,606 | $149.4M |
| P2 Capital Partners, LLC | 18.68% | Reduce -5.0% | 1,716,325 | $90.9M |
| State Street Corp. | 0.00% | Reduce -4.6% | 1,154,933 | $61.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -6.1% | 1,149,635 | $60.9M |
| BloombergSen Inc. | 4.98% | Reduce -1.0% | 1,107,850 | $58.7M |
| Janus Henderson Group PLC | 0.02% | Add +35.2% | 948,644 | $50.2M |
| Northern Trust Corp. | 0.01% | Add +4.1% | 933,816 | $49.5M |
| Silvercrest Asset Management Group LLC | 0.32% | Add +5.7% | 926,246 | $49.1M |
| Capital World Investors | 0.01% | Reduce -42.8% | 920,282 | $48.7M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +9.0% | 821,483 | $45.3M |
| Premier Fund Managers Ltd | 1.80% | Reduce -0.5% | 814,871 | $43.8M |
| GW&K Investment Management, LLC | 0.35% | Reduce -1.6% | 757,430 | $40.1M |
| Handelsbanken Fonder AB | 0.13% | Add +61.7% | 747,000 | $39.6M |
| Citadel Advisors | 0.03% | Add +253.6% | 623,060 | $33.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -8.2% | 614,232 | $32.5M |
| Sunriver Management LLC | 3.44% | New | 596,762 | $31.6M |
| Invesco Ltd. | 0.00% | Reduce -3.7% | 580,732 | $30.8M |
| Royal Bank of Canada | 0.01% | Add +23.5% | 569,770 | $30.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.5% | 524,822 | $27.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.0% | 522,900 | $27.7M |
| Fenimore Asset Management Inc | 0.48% | Add +5.3% | 455,344 | $24.1M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 441,553 | $23.4M |
| Geneva Capital Management LLC | 0.39% | Reduce -3.8% | 432,882 | $22.9M |
| Waters Parkerson & Co., LLC | 1.07% | Add +4.0% | 414,478 | $22.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -8.2% | 394,095 | $20.9M |
| Wellington Management Group LLP | 0.00% | Reduce -13.0% | 362,927 | $19.2M |
| Blair William & Co. | 0.05% | Reduce -18.8% | 352,712 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.9% | 308,381 | $16.3M |
| Granite Investment Partners, LLC | 0.89% | Reduce -31.8% | 296,177 | $15.7M |
| Summit Creek Advisors LLC | 2.19% | Reduce -7.2% | 284,285 | $15.1M |
| WCM Investment Management, LLC | 0.03% | New | 278,955 | $15.0M |
| Montrusco Bolton Investments Inc. | 0.17% | Add +18.6% | 276,821 | $14.7M |
| Deutsche Bank AG | 0.00% | Add +54.5% | 241,758 | $12.8M |
| Public Employees Retirement Association of Colorado | 0.04% | Reduce -11.3% | 228,838 | $12.1M |
| Jane Street Group, LLC | 0.01% | New | 221,968 | $11.8M |
| Basswood Capital Management, L.L.C. | 0.47% | Add +373.5% | 191,063 | $10.1M |
| Squarepoint Ops LLC | 0.02% | New | 183,420 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 156,776 | $8.3M |
| First Manhattan Co. Llc. | 0.02% | Add +4.5% | 138,220 | $7.3M |
| Royce & Associates LP | 0.07% | Reduce -35.9% | 134,702 | $7.1M |
| Public Employees Retirement System of Ohio | 0.02% | Add +16.7% | 133,384 | $7.1M |
| Mawer Investment Management Ltd. | 0.04% | Reduce -0.6% | 127,954 | $6.8M |
| Nuveen, LLC | 0.00% | Reduce -39.2% | 115,684 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.2% | 103,394 | $5.5M |
| Neumeier Poma Investment Counsel LLC | 0.45% | Reduce -76.5% | 103,035 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +280.2% | 102,693 | $5.4M |
| Pacific Capital Partners Ltd | 6.04% | Add +7.9% | 102,500 | $5.4M |
| Millennium Management | 0.00% | New | 101,706 | $5.4M |
| Bridge City Capital, LLC | 1.43% | Add +21.1% | 101,391 | $5.4M |
| CenterBook Partners LP | 0.26% | New | 98,406 | $5.2M |
| Swiss National Bank | 0.00% | Reduce -3.3% | 94,900 | $5.0M |
| Barclays PLC | 0.00% | Reduce -11.9% | 90,097 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 84,246 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Add +4.9% | 79,026 | $4.2M |
| Advantage Alpha Capital Partners LP | 1.25% | Add +58.3% | 78,309 | $4.1M |
| UBS Group AG | 0.00% | Reduce -70.0% | 76,370 | $4.0M |
| Rhumbline Advisers | 0.00% | Reduce -7.3% | 74,889 | $4.0M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 73,539 | $3.9M |
| Bancreek Capital Management, LP | 7.95% | Reduce -7.2% | 71,505 | $3.8M |
| King Luther Capital Management Corp. | 0.01% | Reduce -14.7% | 68,421 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.4% | 61,665 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.8% | 61,106 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.6% | 56,283 | $3.1M |
| Woodard & Co. Asset Management Group Inc. | 0.50% | No change | 57,645 | $3.1M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 55,516 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 53,926 | $2.9M |
| Chatham Capital Group, Inc. | 0.39% | Reduce -4.6% | 50,627 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 49,393 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 48,870 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -66.2% | 48,819 | $2.6M |
| Verition Fund Management LLC | 0.02% | Add +583.6% | 48,650 | $2.6M |
| Roundview Capital LLC | 0.16% | Reduce -1.4% | 46,677 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -88.8% | 45,873 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.20% | Add +53.0% | 45,596 | $2.4M |
| Marshall Wace, LLP | 0.00% | Reduce -59.8% | 45,023 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +27.5% | 44,116 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.0% | 42,761 | $2.3M |
| LPL Financial LLC | 0.00% | Reduce -10.8% | 41,671 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Add +45.5% | 39,323 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -11.4% | 38,353 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +26.1% | 32,876 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 31,887 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -24.3% | 31,536 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.0% | 30,923 | $1.6M |
| Sei Investments Co. | 0.00% | Add +11.5% | 30,860 | $1.6M |
| Holocene Advisors, LP | 0.00% | Add +445.1% | 30,402 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +168.6% | 29,608 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | New | 29,418 | $1.6M |
| Engineers Gate Manager LP | 0.02% | New | 29,077 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 29,046 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -8.0% | 28,737 | $1.5M |
| Quantbot Technologies LP | 0.04% | New | 28,445 | $1.5M |
| Intech Investment Management LLC | 0.01% | Add +19.2% | 27,320 | $1.4M |
| Kensington Investment Counsel, LLC | 0.58% | Add +38.3% | 26,671 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -14.2% | 24,924 | $1.3M |
| Capula Management Ltd | 0.01% | New | 23,744 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -19.7% | 23,709 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | Reduce -0.7% | 23,215 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 22,744 | $1.2M |
| Zions Bancorporation, National Association | 0.06% | Reduce -12.9% | 22,264 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 21,830 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | No change | 21,600 | $1.1M |
| Legato Capital Management LLC | 0.12% | Add +23.9% | 20,116 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -55.9% | 19,438 | $1.0M |
| Creative Planning | 0.00% | Reduce -17.0% | 18,801 | $996K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 18,376 | $973K |
| Weiss Asset Management LP | 0.02% | New | 18,128 | $960K |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 17,971 | $952K |
| Sterling Capital Management LLC | 0.01% | Add +38.7% | 17,960 | $951K |
| Edgestream Partners, L.P. | 0.03% | New | 17,507 | $927K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.8% | 17,496 | $927K |
| Pathstone Holdings, LLC | 0.00% | Reduce -41.5% | 17,000 | $900K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 16,805 | $890K |
| Letson Investment Management, Inc. | 0.30% | New | 16,020 | $848K |
| William Blair Investment Management, LLC | 0.00% | Reduce -95.0% | 15,257 | $808K |
| Callan Family Office, LLC | 0.03% | Reduce -4.0% | 14,950 | $792K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 14,753 | $781K |
| Equitable Trust Co. | 0.04% | New | 14,672 | $777K |
| Arizona State Retirement System | 0.00% | Reduce -3.3% | 14,487 | $767K |
| Chicago Wealth Management, Inc. | 0.32% | No change | 14,000 | $741K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +17.6% | 13,922 | $737K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.2% | 13,619 | $721K |
| Occudo Quantitative Strategies LP | 0.09% | New | 13,364 | $708K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 13,249 | $702K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -21.9% | 12,998 | $688K |
| Apexium Financial, LP | 0.03% | Reduce -6.6% | 12,366 | $655K |
| Caprock Group, LLC | 0.02% | — | 9,970 | $643K |
| Cannon Global Investment Management, LLC | 1.61% | Add +84.6% | 12,000 | $636K |
| Truist Financial Corp. | 0.00% | Add +3.1% | 11,380 | $603K |
| First Trust Advisors LP | 0.00% | New | 11,107 | $588K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,700 | $567K |
| Quantinno Capital Management LP | 0.00% | Add +64.6% | 10,493 | $556K |
| BNP Paribas Financial Markets | 0.00% | Add +83.9% | 10,483 | $555K |
| Gsa Capital Partners LLP | 0.04% | New | 10,121 | $536K |
| RBF Capital, LLC | 0.02% | No change | 10,000 | $530K |
| Freestone Grove Partners LP | 0.00% | Add +152.4% | 9,941 | $526K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.4% | 9,930 | $526K |
| Gotham Asset Management | 0.00% | Add +64.9% | 9,750 | $516K |
| Cynosure Group, LLC | 0.06% | No change | 9,729 | $515K |
| Entropy Technologies, LP | 0.04% | New | 9,446 | $500K |
| Comerica Bank | 0.00% | Reduce -2.9% | 9,414 | $499K |
| Voya Investment Management LLC | 0.00% | Reduce -36.0% | 9,163 | $485K |
| Raymond James Financial Inc. | 0.00% | Add +392.2% | 9,081 | $481K |
| Valtinson Bruner Financial Planning LLC | 0.14% | No change | 8,868 | $470K |
| Helium Advisors LLC | 0.39% | Add +60.0% | 8,800 | $466K |
| Dodds Wealth, LLC | 0.11% | No change | 8,742 | $463K |
| Inspire Investing, LLC | 0.04% | Add +57.4% | 8,587 | $455K |
| ProShare Advisors LLC | 0.00% | Reduce -21.4% | 8,450 | $448K |
| Glenmede Investment Management, LP | 0.00% | Add +10.9% | 8,111 | $430K |
| Bridgefront Capital, LLC | 0.12% | Add +99.1% | 7,900 | $418K |
| Mariner, LLC | 0.00% | Reduce -37.8% | 7,814 | $414K |
| Yarbrough Capital, LLC | 0.01% | Reduce -46.0% | 7,745 | $410K |
| Commerce Bank | 0.00% | Reduce -5.1% | 7,706 | $408K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -50.2% | 7,509 | $398K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,069 | $374K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.2% | 6,966 | $369K |
| XTX Topco Ltd | 0.02% | New | 6,719 | $356K |
| AQR Capital Management | 0.00% | Reduce -19.1% | 6,665 | $353K |
| Country Club Bank | 0.02% | No change | 6,294 | $339K |
| Teacher Retirement System of Texas | 0.00% | Reduce -17.7% | 6,388 | $338K |
| Prudential Financial Inc. | 0.00% | Reduce -4.1% | 6,367 | $337K |
| Franklin Resources Inc. | 0.00% | Reduce -94.2% | 6,302 | $334K |
| Cetera Investment Advisers | 0.00% | New | 6,013 | $318K |
| Corient Private Wealth LP | 0.00% | Reduce -38.9% | 5,958 | $316K |
| Neuberger Berman Group LLC | 0.00% | Reduce -94.9% | 5,580 | $296K |
| Axq Capital, LP | 0.11% | New | 5,556 | $294K |
| Fiduciary Trust Co | 0.00% | Add +13.1% | 5,520 | $292K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -74.4% | 5,519 | $292K |
| Optimize Financial Inc. | 0.15% | New | 5,296 | $280K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,268 | $279K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -0.8% | 5,153 | $273K |
| Fifth Third Bancorp | 0.00% | Add +7.1% | 5,074 | $269K |
| HRT Financial LP | 0.00% | New | 4,940 | $261K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.0% | 4,798 | $254K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -17.7% | 4,663 | $247K |
| Captrust Financial Advisors | 0.00% | Reduce -44.7% | 4,627 | $245K |
| Next Capital Management LLC | 0.08% | Reduce -59.1% | 4,500 | $238K |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.1% | 4,475 | $237K |
| Focus Partners Wealth | 0.00% | New | 4,468 | $236K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 4,438 | $235K |
| Bayesian Capital Management, LP | 0.05% | New | 4,357 | $231K |
| Boothbay Fund Management, LLC | 0.01% | New | 4,261 | $226K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -22.9% | 4,128 | $219K |
| Meritage Portfolio Management | 0.01% | No change | 4,110 | $218K |
| Ethic Inc. | 0.00% | Add +7.5% | 4,050 | $214K |
| Kavar Capital Partners Group, LLC | 0.03% | Reduce -2.2% | 4,015 | $213K |
| Xponance LLC | 0.00% | Reduce -4.8% | 3,882 | $206K |
| Principal Financial Group Inc. | 0.00% | Add +1.5% | 3,783 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -37.4% | 3,451 | $183K |
| Osaic Holdings, Inc. | 0.00% | Add +25.3% | 2,916 | $181K |
| State of Alaska, Department of Revenue | 0.00% | New | 3,399 | $180K |
| First Eagle Investment Management, LLC | 0.00% | New | 3,237 | $171K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $161K |
| Huntington National Bank | 0.00% | Add +13.2% | 2,521 | $134K |
| State of Wyoming | 0.01% | Reduce -9.7% | 2,321 | $123K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.3% | 2,151 | $114K |
| Cwm, LLC | 0.00% | Reduce -86.2% | 1,729 | $92K |
| Trust Co. of Vermont | 0.00% | No change | 1,650 | $87K |
| Amalgamated Bank | 0.00% | No change | 1,640 | $87K |
| KBC Group NV | 0.00% | No change | 1,611 | $85K |
| US Bancorp \de | 0.00% | Reduce -18.4% | 1,264 | $67K |
| AlphaQuest LLC | 0.00% | Add +6847.1% | 1,181 | $63K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,005 | $53K |
| Vestcor Inc | 0.00% | No change | 971 | $51K |
| Assetmark, Inc. | 0.00% | Reduce -0.8% | 931 | $49K |
| Signaturefd, LLC | 0.00% | Reduce -10.5% | 917 | $49K |
| Fortis Group Advisors, LLC | 0.01% | No change | 875 | $46K |
| Danske Bank A/S | 0.00% | No change | 800 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.8% | 793 | $42K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +377.8% | 559 | $30K |
| Trust Co | 0.00% | No change | 500 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +1.2% | 494 | $26K |
| Whittier Trust Co. | 0.00% | No change | 442 | $25K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -7.7% | 446 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +276.3% | 429 | $23K |
| Arax Advisory Partners | 0.00% | Add +555.0% | 393 | $21K |
| Optiver Holding B.V. | 0.00% | Reduce -17.2% | 336 | $18K |
| MAI Capital Management | 0.00% | Reduce -1.5% | 329 | $17K |
| GAMMA Investing LLC | 0.00% | Add +57.8% | 322 | $17K |
| Mather Group, Llc. | 0.00% | New | 285 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | New | 282 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 240 | $13K |
| Bessemer Group Inc. | 0.00% | Reduce -100.0% | 195 | $10K |
| CENTRAL TRUST Co | 0.00% | Reduce -36.0% | 174 | $9K |
| Quadrant Capital Group LLC | 0.00% | New | 172 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $8K |
| Principal Securities, Inc. | 0.00% | Reduce -29.7% | 142 | $8K |
| Rise Advisors, LLC | 0.00% | No change | 130 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 117 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 104 | $6K |
| Park Place Capital Corp | 0.00% | No change | 104 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -1.0% | 103 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.8% | 101 | $5K |
| Advisory Services Network, LLC | 0.00% | New | 100 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 93 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -8.4% | 87 | $5K |
| WealthCollab, LLC | 0.00% | No change | 61 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 61 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 46 | $2K |
| Larson Financial Group LLC | 0.00% | New | 44 | $2K |
| J.Safra Asset Management Corp | 0.00% | Reduce -75.0% | 39 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 12 | $636 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $636 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $583 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 10 | $530 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $323 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $265 |
| Rothschild Investment LLC | 0.00% | Reduce -91.7% | 5 | $265 |
| Allworth Financial LP | 0.00% | Reduce -42.9% | 4 | $212 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $159 |
| Root Financial Partners, LLC | 0.00% | New | 2 | $106 |
| 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.