CbizCBZ
13F holders, Q4 2025 (December 31)265holders +3
35new positions
35sold out
5famous investors
$50.48avg. 13F price*
At the end of Q4 2025, 265 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, up 3 from Q3 2025. 35 opened new positions and 35 sold out. The largest holders were FMR LLC ($359.9M), Vanguard Group Inc. ($244.1M) and BlackRock, Inc. ($181.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $168.2M |
| Exits | 35 | $49.6M |
All 13F filers, Q3 2025 → Q4 2025: 9,717,329 shares bought and 6,757,954 shares sold, net +2,959,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| FMR LLC | 0.02% | Add +136.0% | 7,132,907 | $359.9M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 4,837,727 | $244.1M |
| BlackRock, Inc. | 0.00% | Add +1.6% | 3,598,287 | $181.5M |
| Morgan Stanley | 0.01% | Reduce -4.4% | 3,251,355 | $164.0M |
| 22C Capital LLC | 100.00% | — | 3,202,267 | $161.6M |
| Capital Research Global Investors | 0.03% | Reduce -0.2% | 2,914,541 | $147.0M |
| Bank of Montreal | 0.05% | New | 2,251,649 | $113.6M |
| P2 Capital Partners, LLC | 22.92% | Add +3.3% | 1,773,391 | $89.5M |
| Durable Capital Partners LP | 0.78% | Reduce -58.4% | 1,631,969 | $82.3M |
| State Street Corp. | 0.00% | Reduce -0.5% | 1,148,890 | $58.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 1,145,556 | $57.8M |
| BloombergSen Inc. | 5.48% | Reduce -7.2% | 1,028,295 | $51.9M |
| Sunriver Management LLC | 5.23% | Add +65.8% | 989,349 | $49.9M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +18.9% | 977,046 | $49.6M |
| Capital World Investors | 0.01% | Reduce -0.0% | 919,902 | $46.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.5% | 910,742 | $45.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -4.0% | 910,713 | $45.9M |
| Silvercrest Asset Management Group LLC | 0.30% | Reduce -5.6% | 874,553 | $44.1M |
| GW&K Investment Management, LLC | 0.34% | Add +2.9% | 779,033 | $39.3M |
| SG Americas Securities, LLC | 0.05% | New | 706,709 | $35.7M |
| Royce & Associates LP | 0.34% | Add +389.3% | 659,140 | $33.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +106.0% | 635,434 | $32.1M |
| Premier Fund Managers Ltd | 1.82% | Reduce -24.6% | 614,524 | $31.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.0% | 589,683 | $29.8M |
| Handelsbanken Fonder AB | 0.09% | Reduce -24.8% | 562,000 | $28.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.0% | 535,293 | $27.0M |
| Fenimore Asset Management Inc | 0.48% | Reduce -0.6% | 452,592 | $22.8M |
| Bank of America Corp. | 0.00% | Add +0.1% | 442,142 | $22.3M |
| Wellington Management Group LLP | 0.00% | Add +21.4% | 440,510 | $22.2M |
| Waters Parkerson & Co., LLC | 1.08% | Add +5.5% | 437,246 | $22.1M |
| Geneva Capital Management LLC | 0.38% | Reduce -7.7% | 399,627 | $20.2M |
| Royal Bank of Canada | 0.00% | Reduce -38.8% | 348,798 | $17.6M |
| Citadel Advisors | 0.01% | Reduce -50.6% | 307,705 | $15.5M |
| Granite Investment Partners, LLC | 0.91% | Add +2.3% | 302,969 | $15.3M |
| Montrusco Bolton Investments Inc. | 0.19% | Add +6.6% | 295,121 | $14.9M |
| WCM Investment Management, LLC | 0.03% | Reduce -1.6% | 274,630 | $14.1M |
| Summit Creek Advisors LLC | 2.10% | Reduce -7.1% | 264,180 | $13.3M |
| Deutsche Bank AG | 0.00% | Add +4.1% | 251,624 | $12.7M |
| Nomura Asset Management International Inc. | 0.02% | — | 228,952 | $11.6M |
| Basswood Capital Management, L.L.C. | 0.41% | Reduce -3.9% | 183,591 | $9.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +170.8% | 166,975 | $8.4M |
| Public Employees Retirement Association of Colorado | 0.03% | Reduce -31.0% | 157,838 | $8.0M |
| Blair William & Co. | 0.02% | Reduce -57.6% | 149,356 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.7% | 141,573 | $7.1M |
| Public Employees Retirement System of Ohio | 0.02% | Add +4.7% | 139,607 | $7.0M |
| First Manhattan Co. Llc. | 0.02% | No change | 138,220 | $7.0M |
| Nuveen, LLC | 0.00% | Reduce -2.0% | 113,340 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +8.0% | 111,677 | $5.6M |
| Stifel Financial Corp. | 0.00% | Add +480.1% | 104,259 | $5.3M |
| Neumeier Poma Investment Counsel LLC | 0.42% | Reduce -1.4% | 101,585 | $5.1M |
| ExodusPoint Capital Management, LP | 0.06% | Add +241.9% | 99,301 | $5.0M |
| Mawer Investment Management Ltd. | 0.03% | Reduce -24.0% | 97,223 | $4.9M |
| Swiss National Bank | 0.00% | Add +0.9% | 95,800 | $4.8M |
| Barclays PLC | 0.00% | Add +4.5% | 94,163 | $4.8M |
| Bridge City Capital, LLC | 1.34% | Reduce -10.6% | 90,689 | $4.6M |
| Invesco Ltd. | 0.00% | Reduce -84.4% | 90,578 | $4.6M |
| New York State Common Retirement Fund | 0.01% | Add +9.2% | 86,273 | $4.4M |
| UBS Group AG | 0.00% | Add +0.9% | 77,042 | $3.9M |
| Campbell & CO Investment Adviser LLC | 0.18% | Add +234.9% | 76,173 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +44.0% | 71,128 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.8% | 63,483 | $3.4M |
| Magnetar Financial LLC | 0.04% | New | 66,761 | $3.4M |
| Rhumbline Advisers | 0.00% | Reduce -13.7% | 64,641 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +1.7% | 62,146 | $3.1M |
| Woodard & Co. Asset Management Group Inc. | 0.46% | No change | 57,645 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 53,921 | $2.7M |
| XTX Topco Ltd | 0.07% | Add +694.2% | 53,361 | $2.7M |
| King Luther Capital Management Corp. | 0.01% | Reduce -22.6% | 52,947 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -90.1% | 51,652 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -7.5% | 51,352 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -50.4% | 50,903 | $2.6M |
| Chatham Capital Group, Inc. | 0.37% | Add +0.5% | 50,877 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.0% | 48,606 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +9.7% | 48,401 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 46,325 | $2.3M |
| Taylor Frigon Capital Management LLC | 1.15% | Reduce -1.2% | 45,042 | $2.3M |
| Pacific Capital Partners Ltd | 2.34% | Reduce -57.3% | 43,750 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.10% | New | 43,074 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 43,074 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +30.9% | 43,051 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 42,570 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.6% | 39,933 | $2.0M |
| Great Lakes Advisors, LLC | 0.02% | Add +2.8% | 39,432 | $2.0M |
| Marshall Wace, LLP | 0.00% | Reduce -13.2% | 39,093 | $2.0M |
| Holocene Advisors, LP | 0.00% | Add +24.3% | 37,785 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -9.5% | 37,722 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 36,841 | $1.9M |
| Roundview Capital LLC | 0.11% | Reduce -22.1% | 36,377 | $1.8M |
| Sei Investments Co. | 0.00% | Add +16.5% | 35,944 | $1.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -9.5% | 35,584 | $1.8M |
| CenterBook Partners LP | 0.08% | Reduce -67.6% | 31,849 | $1.6M |
| Millennium Management | 0.00% | Reduce -68.9% | 31,605 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 31,122 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -86.6% | 29,677 | $1.5M |
| Numerai GP LLC | 0.17% | New | 28,647 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.3% | 27,788 | $1.4M |
| Creative Planning | 0.00% | Add +47.2% | 27,672 | $1.4M |
| Twinbeech Capital LP | 0.10% | New | 27,466 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +159.1% | 27,185 | $1.4M |
| Verition Fund Management LLC | 0.01% | Reduce -45.2% | 26,645 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -17.5% | 26,022 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.5% | 24,072 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.0% | 23,914 | $1.2M |
| Clearline Capital LP | 0.09% | New | 23,586 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Reduce -19.4% | 23,442 | $1.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | No change | 23,215 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +29.1% | 23,179 | $1.2M |
| Assenagon Asset Management S.A. | 0.00% | Add +5.9% | 22,879 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +248.4% | 21,954 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | New | 20,178 | $1.0M |
| Intech Investment Management LLC | 0.01% | Reduce -26.4% | 20,112 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +121.2% | 20,084 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +90.0% | 19,913 | $1.0M |
| Citigroup Inc. | 0.00% | Add +2.2% | 19,868 | $1.0M |
| Zions Bancorporation, National Association | 0.05% | Reduce -11.6% | 19,690 | $993K |
| Anchor Capital Advisors LLC | 0.03% | New | 19,632 | $990K |
| Cynosure Group, LLC | 0.10% | Add +95.5% | 19,015 | $959K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.2% | 18,965 | $957K |
| First Trust Advisors LP | 0.00% | Add +66.8% | 18,528 | $935K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.5% | 17,241 | $870K |
| Callan Family Office, LLC | 0.02% | Add +12.7% | 16,847 | $850K |
| Letson Investment Management, Inc. | 0.30% | No change | 16,020 | $808K |
| Equitable Trust Co. | 0.04% | Add +9.1% | 16,002 | $807K |
| Helium Advisors LLC | 0.76% | Add +68.2% | 14,800 | $747K |
| Chicago Wealth Management, Inc. | 0.28% | No change | 14,000 | $706K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,619 | $687K |
| Arizona State Retirement System | 0.00% | Reduce -7.0% | 13,473 | $680K |
| United Capital Financial Advisors, LLC | 0.00% | New | 13,334 | $673K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 13,249 | $668K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -6.0% | 13,094 | $661K |
| Ameriprise Financial Inc. | 0.00% | Reduce -73.9% | 12,745 | $643K |
| AQR Capital Management | 0.00% | Add +90.7% | 12,707 | $641K |
| Fox Run Management, L.L.C. | 0.10% | New | 12,269 | $619K |
| First Eagle Investment Management, LLC | 0.00% | Add +267.9% | 11,908 | $601K |
| AlphaQuest LLC | 0.03% | Add +893.1% | 11,728 | $592K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 11,155 | $563K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +99.3% | 10,997 | $559K |
| Legato Capital Management LLC | 0.04% | Reduce -48.5% | 10,359 | $523K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -3.7% | 10,300 | $520K |
| Caprock Group, LLC | 0.01% | Add +2.7% | 10,242 | $517K |
| RBF Capital, LLC | 0.02% | No change | 10,000 | $505K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,930 | $501K |
| Bancreek Capital Management, LP | 2.03% | Reduce -86.5% | 9,647 | $487K |
| Inspire Investing, LLC | 0.04% | Add +7.5% | 9,234 | $466K |
| Pathstone Holdings, LLC | 0.00% | Reduce -46.8% | 9,042 | $456K |
| ProShare Advisors LLC | 0.00% | Add +6.9% | 9,032 | $456K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -38.9% | 9,009 | $455K |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 8,982 | $453K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.2% | 8,791 | $444K |
| Dodds Wealth, LLC | 0.11% | No change | 8,742 | $441K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Reduce -2.1% | 8,678 | $438K |
| Glenmede Trust Co. NA | 0.00% | — | 8,569 | $432K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 8,465 | $427K |
| Prelude Capital Management, LLC | 0.03% | New | 8,198 | $414K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.8% | 8,047 | $406K |
| Commerce Bank | 0.00% | Reduce -1.0% | 7,631 | $385K |
| Jain Global LLC | 0.00% | New | 7,563 | $382K |
| Kestra Advisory Services, LLC | 0.00% | No change | 7,509 | $379K |
| Cerity Partners LLC | 0.00% | Reduce -76.0% | 7,118 | $359K |
| Fiduciary Trust Co | 0.00% | Add +19.0% | 6,570 | $331K |
| Corient Private Wealth LP | 0.00% | Add +6.9% | 6,368 | $321K |
| Fifth Third Bancorp | 0.00% | Add +24.5% | 6,319 | $319K |
| First National Bank of Omaha | 0.01% | New | 5,966 | $306K |
| Invst, LLC | 0.03% | New | 5,829 | $294K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -73.3% | 5,820 | $294K |
| Cetera Investment Advisers | 0.00% | Reduce -3.1% | 5,825 | $294K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -58.1% | 5,603 | $283K |
| Comerica Bank | 0.00% | Reduce -40.8% | 5,570 | $281K |
| Yarbrough Capital, LLC | 0.01% | Reduce -29.5% | 5,462 | $276K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.4% | 5,445 | $275K |
| Optimize Financial Inc. | 0.14% | Add +1.4% | 5,372 | $271K |
| Gotham Asset Management | 0.00% | Reduce -45.8% | 5,288 | $267K |
| Quantbot Technologies LP | 0.01% | Reduce -81.5% | 5,254 | $265K |
| Ifrah Financial Services, Inc. | 0.07% | Add +0.0% | 5,155 | $260K |
| AlphaGrep UK Ltd | 0.08% | — | 4,916 | $248K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $238K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +6.1% | 4,710 | $238K |
| Focus Partners Wealth | 0.00% | Add +1.8% | 4,547 | $229K |
| Next Capital Management LLC | 0.07% | No change | 4,500 | $227K |
| Captrust Financial Advisors | 0.00% | Reduce -3.7% | 4,456 | $225K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 4,217 | $213K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -10.4% | 4,176 | $211K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,128 | $208K |
| Meritage Portfolio Management | 0.01% | No change | 4,110 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.3% | 4,110 | $207K |
| Kavar Capital Partners Group, LLC | 0.03% | No change | 4,015 | $203K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -69.6% | 3,948 | $199K |
| Larson Financial Group LLC | 0.01% | Add +8265.9% | 3,681 | $186K |
| State of Alaska, Department of Revenue | 0.00% | Add +4.2% | 3,540 | $178K |
| Huntington National Bank | 0.00% | Add +5.3% | 2,655 | $134K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.8% | 2,134 | $108K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.6% | 2,031 | $102K |
| MAI Capital Management | 0.00% | Add +466.3% | 1,863 | $94K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.0% | 1,828 | $92K |
| Trust Co. of Vermont | 0.00% | No change | 1,650 | $83K |
| KBC Group NV | 0.00% | No change | 1,611 | $81K |
| Cwm, LLC | 0.00% | Reduce -8.9% | 1,575 | $79K |
| Amalgamated Bank | 0.00% | Reduce -5.4% | 1,552 | $78K |
| Kemnay Advisory Services Inc. | 0.01% | New | 1,400 | $71K |
| US Bancorp \de | 0.00% | Add +10.1% | 1,391 | $70K |
| Neo Ivy Capital Management | 0.01% | New | 1,079 | $54K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,005 | $51K |
| Vestcor Inc | 0.00% | No change | 971 | $49K |
| Torren Management, LLC | 0.02% | — | 955 | $48K |
| Assetmark, Inc. | 0.00% | Reduce -2.4% | 909 | $46K |
| Fortis Group Advisors, LLC | 0.01% | No change | 875 | $44K |
| Danske Bank A/S | 0.00% | No change | 800 | $40K |
| Rockefeller Capital Management L.P. | 0.00% | Add +136.9% | 668 | $34K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 654 | $33K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +43.0% | 638 | $32K |
| Signaturefd, LLC | 0.00% | Reduce -32.7% | 617 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +492.2% | 610 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Add +31.7% | 565 | $29K |
| State of Wyoming | 0.00% | Reduce -78.1% | 508 | $26K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 500 | $25K |
| Trust Co | 0.00% | No change | 500 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $25K |
| Jones Financial Companies LLLP | 0.00% | Reduce -25.7% | 367 | $19K |
| Simplex Trading, LLC | 0.00% | New | 353 | $18K |
| Arax Advisory Partners | 0.00% | Reduce -24.7% | 296 | $15K |
| GAMMA Investing LLC | 0.00% | Reduce -10.6% | 288 | $15K |
| SouthState Bank Corp | 0.00% | New | 265 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 240 | $12K |
| Los Angeles Capital Management LLC | 0.00% | New | 220 | $12K |
| Optiver Holding B.V. | 0.00% | Reduce -32.7% | 226 | $11K |
| Global Retirement Partners, LLC | 0.00% | New | 206 | $10K |
| DV Trading LLC | 0.00% | — | 200 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 195 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.2% | 197 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 174 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Add +16.2% | 136 | $7K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 125 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Add +32.3% | 123 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.9% | 102 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 94 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.9% | 93 | $5K |
| Quadrant Capital Group LLC | 0.00% | Reduce -47.1% | 91 | $5K |
| SBI Securities Co., Ltd. | 0.00% | No change | 87 | $4K |
| SageView Advisory Group, LLC | 0.00% | New | 80 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 61 | $3K |
| J.Safra Asset Management Corp | 0.00% | Add +28.2% | 50 | $3K |
| Rothschild Investment LLC | 0.00% | Add +880.0% | 49 | $2K |
| WealthCollab, LLC | 0.00% | Reduce -26.2% | 45 | $2K |
| Kilter Group LLC | 0.00% | New | 38 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 30 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 25 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.4% | 22 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 17 | $858 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $605 |
| Bell Investment Advisors, Inc | 0.00% | No change | 11 | $555 |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 10 | $505 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.7% | 10 | $505 |
| Allworth Financial LP | 0.00% | Add +125.0% | 9 | $455 |
| Essential Partners LLC | 0.00% | New | 8 | $404 |
| Quarry LP | 0.00% | New | 6 | $303 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.1% | 5 | $252 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -20.0% | 4 | $202 |
| Root Financial Partners, LLC | 0.00% | No change | 2 | $101 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $55 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -66.7% | 1 | $51 |
| IFP Advisors, Inc | 0.00% | New | 1 | $50 |
| 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.