CbizCBZ
13F holders, Q1 2026 (March 31)263holders −2
54new positions
58sold out
7famous investors
$27.26avg. 13F price*
At the end of Q1 2026, 263 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 2 from Q4 2025. 54 opened new positions and 58 sold out. The largest holders were FMR LLC ($201.7M), BlackRock, Inc. ($102.4M) and Bank of Montreal ($94.2M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $117.4M |
| Exits | 58 | $371.5M |
All 13F filers, Q4 2025 → Q1 2026: 12,360,178 shares bought and 13,958,026 shares sold, net −1,597,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| FMR LLC | 0.01% | Add +5.3% | 7,511,043 | $201.7M |
| BlackRock, Inc. | 0.00% | Add +5.9% | 3,811,925 | $102.4M |
| Bank of Montreal | 0.04% | Add +55.8% | 3,507,905 | $94.2M |
| 22C Capital LLC | 100.00% | No change | 3,202,267 | $86.0M |
| Vanguard Capital Management LLC | 0.00% | — | 2,146,587 | $57.6M |
| Vanguard Portfolio Management LLC | 0.00% | — | 2,072,824 | $55.7M |
| Morgan Stanley | 0.00% | Reduce -38.2% | 2,008,625 | $53.9M |
| Alliancebernstein L.P. | 0.01% | Add +1572.8% | 901,973 | $45.5M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 1,159,379 | $31.1M |
| State Street Corp. | 0.00% | Add +0.3% | 1,151,709 | $30.9M |
| P2 Capital Partners, LLC | 14.59% | Reduce -35.7% | 1,140,674 | $30.6M |
| BloombergSen Inc. | 2.99% | Reduce -3.3% | 994,029 | $26.7M |
| Sunriver Management LLC | 4.40% | Reduce -2.1% | 968,631 | $26.0M |
| Royce & Associates LP | 0.22% | Add +25.3% | 825,862 | $22.2M |
| Northern Trust Corp. | 0.00% | Reduce -15.6% | 769,003 | $20.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.1% | 686,627 | $18.4M |
| Fenimore Asset Management Inc | 0.41% | Add +50.7% | 682,222 | $18.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.3% | 622,267 | $16.7M |
| Ameriprise Financial Inc. | 0.00% | Add +4615.2% | 600,955 | $16.1M |
| Silvercrest Asset Management Group LLC | 0.11% | Reduce -33.7% | 579,597 | $15.6M |
| Boston Partners | 0.02% | New | 561,400 | $15.1M |
| BNP Paribas Financial Markets | 0.01% | Add +2701.5% | 557,857 | $15.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -7.3% | 546,850 | $14.7M |
| Allianz Asset Management GmbH | 0.02% | New | 544,846 | $14.6M |
| Waters Parkerson & Co., LLC | 0.72% | Add +19.6% | 523,042 | $14.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +903.9% | 511,013 | $13.7M |
| GW&K Investment Management, LLC | 0.11% | Reduce -38.6% | 478,267 | $12.8M |
| Millennium Management | 0.01% | Add +1370.2% | 464,648 | $12.5M |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 430,238 | $11.6M |
| Point72 Asset Management | 0.02% | New | 429,664 | $11.5M |
| Jane Street Group, LLC | 0.01% | Add +1247.6% | 399,920 | $10.7M |
| Prudential Financial Inc. | 0.01% | New | 357,917 | $9.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | New | 357,180 | $9.6M |
| Geneva Capital Management LLC | 0.20% | Reduce -11.6% | 353,138 | $9.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 344,803 | $9.3M |
| Loomis Sayles & Co. L P | 0.01% | New | 340,203 | $9.1M |
| Montrusco Bolton Investments Inc. | 0.14% | Add +15.2% | 340,021 | $9.1M |
| Trexquant Investment LP | 0.07% | New | 335,197 | $9.0M |
| Two Sigma Investments, LP | 0.01% | New | 330,685 | $8.9M |
| Wellington Management Group LLP | 0.00% | Reduce -29.4% | 310,838 | $8.3M |
| UBS Group AG | 0.00% | Add +266.0% | 282,003 | $7.6M |
| Handelsbanken Fonder AB | 0.02% | Reduce -50.9% | 276,000 | $7.4M |
| Royal Bank of Canada | 0.00% | Reduce -21.4% | 274,198 | $7.4M |
| D. E. Shaw & Co. | 0.01% | Add +628.0% | 268,219 | $7.2M |
| AQR Capital Management | 0.00% | Add +1834.4% | 245,803 | $6.6M |
| Summit Creek Advisors LLC | 1.29% | Reduce -11.2% | 234,632 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Add +333.6% | 223,989 | $6.0M |
| Basswood Capital Management, L.L.C. | 0.28% | Add +11.5% | 204,662 | $5.5M |
| Engineers Gate Manager LP | 0.07% | Add +732.0% | 195,028 | $5.2M |
| WCM Investment Management, LLC | 0.01% | Reduce -33.3% | 183,268 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +543.8% | 175,005 | $4.7M |
| Clearline Capital LP | 0.36% | Add +639.2% | 174,345 | $4.7M |
| Deutsche Bank AG | 0.00% | Reduce -31.5% | 172,307 | $4.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -82.2% | 173,726 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +17.8% | 166,787 | $4.5M |
| Blair William & Co. | 0.01% | Add +10.3% | 164,674 | $4.4M |
| First Manhattan Co. Llc. | 0.01% | Add +16.5% | 160,975 | $4.3M |
| Tudor Investment Corporation | 0.02% | New | 156,796 | $4.2M |
| Corient Private Wealth LP | 0.01% | Add +2353.9% | 156,265 | $4.2M |
| Nuveen, LLC | 0.00% | Add +31.1% | 148,612 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.2% | 139,840 | $3.8M |
| Edgestream Partners, L.P. | 0.12% | New | 134,491 | $3.6M |
| Invesco Ltd. | 0.00% | Add +34.8% | 122,063 | $3.3M |
| Squarepoint Ops LLC | 0.01% | New | 115,708 | $3.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -83.7% | 115,579 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +75.8% | 111,590 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.2% | 110,367 | $3.0M |
| XTX Topco Ltd | 0.05% | Add +102.0% | 107,801 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 107,035 | $2.9M |
| Citadel Advisors | 0.00% | Reduce -66.3% | 103,645 | $2.8M |
| GatePass Capital, LLC | 1.30% | New | 98,163 | $2.6M |
| Victory Capital Management Inc. | 0.00% | Add +274.1% | 97,335 | $2.6M |
| Swiss National Bank | 0.00% | Add +1.0% | 96,800 | $2.6M |
| Quantbot Technologies LP | 0.09% | Add +1540.0% | 86,168 | $2.3M |
| Creative Planning | 0.00% | Add +182.7% | 78,223 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.9% | 75,357 | $2.0M |
| Bridge City Capital, LLC | 0.48% | Reduce -28.3% | 65,042 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | New | 63,867 | $1.7M |
| Rhumbline Advisers | 0.00% | Reduce -1.4% | 63,725 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +36.2% | 63,110 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +236.2% | 62,286 | $1.7M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -38.4% | 61,144 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.1% | 59,348 | $1.6M |
| Boothbay Fund Management, LLC | 0.04% | New | 58,533 | $1.6M |
| Woodard & Co. Asset Management Group Inc. | 0.25% | No change | 57,645 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +533.2% | 57,253 | $1.5M |
| Jump Financial, LLC | 0.02% | New | 55,100 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +171.9% | 54,871 | $1.5M |
| Chatham Capital Group, Inc. | 0.19% | Reduce -1.8% | 49,957 | $1.3M |
| Capital Fund Management S.A. | 0.01% | New | 49,522 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.1% | 45,328 | $1.2M |
| Taylor Frigon Capital Management LLC | 0.69% | Add +0.6% | 45,297 | $1.2M |
| Barclays PLC | 0.00% | Reduce -52.9% | 44,383 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -42.8% | 43,558 | $1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 43,533 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 42,652 | $1.1M |
| Legal & General Group Plc | 0.00% | Reduce -18.6% | 41,791 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.2% | 41,598 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 40,218 | $1.1M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.1% | 39,389 | $1.1M |
| Holocene Advisors, LP | 0.00% | Reduce -2.8% | 36,720 | $986K |
| New York State Common Retirement Fund | 0.00% | Reduce -58.0% | 36,206 | $972K |
| Roundview Capital LLC | 0.06% | Reduce -2.5% | 35,477 | $953K |
| Brooklyn Investment Group | 0.03% | New | 35,336 | $949K |
| Dynamic Technology Lab Private Ltd | 0.15% | Add +314.4% | 35,077 | $942K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -19.3% | 34,757 | $933K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -19.3% | 34,757 | $933K |
| Raymond James Financial Inc. | 0.00% | Add +70.3% | 34,211 | $919K |
| Wells Fargo & Company | 0.00% | Reduce -52.3% | 33,919 | $911K |
| Algert Global LLC | 0.01% | New | 33,025 | $887K |
| Sei Investments Co. | 0.00% | Reduce -9.9% | 32,377 | $869K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 30,368 | $815K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -40.3% | 28,887 | $776K |
| LPL Financial LLC | 0.00% | Reduce -23.5% | 28,860 | $775K |
| Numerai GP LLC | 0.08% | Add +0.0% | 28,654 | $769K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.7% | 27,594 | $741K |
| Oxford Asset Management LLP | 0.29% | New | 27,001 | $725K |
| Freestone Grove Partners LP | 0.01% | New | 26,652 | $716K |
| Vanguard Global Advisers, LLC | 0.00% | — | 26,328 | $707K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 24,038 | $646K |
| EntryPoint Capital, LLC | 0.19% | New | 24,002 | $644K |
| Franklin Resources Inc. | 0.00% | Add +8.8% | 23,896 | $642K |
| Gotham Asset Management | 0.00% | Add +348.3% | 23,705 | $636K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 23,215 | $623K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -1.7% | 22,483 | $604K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.9% | 22,257 | $598K |
| Janus Henderson Group PLC | 0.00% | Reduce -97.6% | 21,663 | $582K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.0% | 20,862 | $560K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +16.4% | 20,072 | $539K |
| Marshall Wace, LLP | 0.00% | Reduce -48.8% | 20,022 | $538K |
| Inspire Investing, LLC | 0.03% | Add +108.0% | 19,204 | $516K |
| Dark Forest Capital Management LP | 0.04% | New | 18,203 | $489K |
| Callan Family Office, LLC | 0.01% | Add +1.5% | 17,094 | $459K |
| Brevan Howard Capital Management LP | 0.00% | New | 16,706 | $449K |
| Gsa Capital Partners LLP | 0.03% | New | 16,584 | $445K |
| KLP Kapitalforvaltning As | 0.00% | Add +58.3% | 16,300 | $438K |
| Letson Investment Management, Inc. | 0.17% | No change | 16,020 | $430K |
| Equitable Trust Co. | 0.02% | Reduce -1.2% | 15,803 | $424K |
| Centiva Capital, LP | 0.02% | New | 15,454 | $415K |
| United Capital Financial Advisors, LLC | 0.00% | Add +12.3% | 14,972 | $402K |
| Mercer Global Advisors Inc. | 0.00% | Add +69.3% | 14,880 | $400K |
| Chicago Wealth Management, Inc. | 0.15% | No change | 14,000 | $376K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,619 | $366K |
| Dodds Wealth, LLC | 0.09% | Add +54.9% | 13,542 | $364K |
| Arizona State Retirement System | 0.00% | Add +0.0% | 13,478 | $362K |
| Bleakley Financial Group, LLC | 0.01% | New | 13,354 | $359K |
| Graham Capital Management, L.P. | 0.02% | New | 13,303 | $357K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 13,094 | $352K |
| Intech Investment Management LLC | 0.00% | Reduce -37.8% | 12,511 | $336K |
| Zions Bancorporation, National Association | 0.02% | Reduce -38.6% | 12,096 | $325K |
| Cerity Partners LLC | 0.00% | Add +69.7% | 12,078 | $324K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 12,028 | $323K |
| Quadrant Capital Group LLC | 0.01% | Add +13047.3% | 11,964 | $321K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 11,653 | $313K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.6% | 11,276 | $303K |
| Atom Investors LP | 0.02% | New | 10,988 | $295K |
| Caprock Group, LLC | 0.01% | Add +2.3% | 10,479 | $281K |
| Legato Capital Management LLC | 0.03% | No change | 10,359 | $278K |
| Caxton Associates LLP | 0.01% | New | 10,278 | $276K |
| RBF Capital, LLC | 0.01% | No change | 10,000 | $269K |
| Helium Advisors LLC | 0.25% | Reduce -33.8% | 9,800 | $263K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -21.9% | 9,581 | $259K |
| Smith & Howard Wealth Management, LLC | 0.06% | New | 9,616 | $258K |
| Evergreen Capital Management LLC | 0.01% | New | 9,561 | $257K |
| Voya Investment Management LLC | 0.00% | Reduce -3.0% | 8,712 | $234K |
| Valtinson Bruner Financial Planning LLC | 0.06% | No change | 8,678 | $233K |
| Cwm, LLC | 0.00% | Add +432.6% | 8,388 | $225K |
| Headlands Technologies LLC | 0.03% | New | 8,328 | $224K |
| Clear Wave Wealth Management LLC | 0.06% | — | 8,133 | $218K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,047 | $216K |
| Praxis Investment Management Inc. | 0.01% | New | 7,686 | $206K |
| Scientech Research LLC | 0.17% | New | 7,624 | $205K |
| FourThought Financial Partners, LLC | 0.02% | New | 7,570 | $203K |
| Kestra Advisory Services, LLC | 0.00% | No change | 7,509 | $202K |
| Aigen Investment Management, LP | 0.05% | New | 7,476 | $201K |
| Commerce Bank | 0.00% | Reduce -2.3% | 7,457 | $200K |
| Simplex Trading, LLC | 0.01% | Add +1794.3% | 6,687 | $180K |
| Fifth Third Bancorp | 0.00% | Add +3.3% | 6,525 | $175K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 5,820 | $157K |
| Citigroup Inc. | 0.00% | Reduce -72.8% | 5,397 | $145K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -97.0% | 4,742 | $127K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 4,710 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.5% | 4,540 | $122K |
| Larson Financial Group LLC | 0.00% | Add +19.6% | 4,402 | $118K |
| Bayforest Capital Ltd | 0.13% | New | 4,284 | $115K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,128 | $111K |
| HHM Wealth Advisors, LLC | 0.01% | New | 4,000 | $107K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,948 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +111.8% | 3,871 | $104K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,540 | $95K |
| Jones Financial Companies LLLP | 0.00% | Add +828.9% | 3,409 | $89K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $82K |
| Versant Capital Management, Inc | 0.01% | Add +395.4% | 3,022 | $81K |
| Huntington National Bank | 0.00% | Reduce -0.9% | 2,631 | $71K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.5% | 2,102 | $56K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.2% | 1,981 | $53K |
| KBC Group NV | 0.00% | No change | 1,611 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +667.5% | 1,512 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Add +4490.0% | 1,377 | $37K |
| US Bancorp \de | 0.00% | Reduce -1.6% | 1,369 | $37K |
| GAMMA Investing LLC | 0.00% | Add +343.1% | 1,276 | $34K |
| Signaturefd, LLC | 0.00% | Add +104.0% | 1,259 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,100 | $30K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,005 | $27K |
| Destiny Wealth Partners, LLC | 0.00% | New | 913 | $25K |
| Assetmark, Inc. | 0.00% | Reduce -0.4% | 905 | $24K |
| Allworth Financial LP | 0.00% | Add +9922.2% | 902 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +867.7% | 900 | $24K |
| Fortis Group Advisors, LLC | 0.00% | No change | 875 | $23K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +27.4% | 813 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Add +28.5% | 726 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +6.0% | 530 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -21.4% | 514 | $14K |
| Trust Co | 0.00% | No change | 500 | $13K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $13K |
| State of Wyoming | 0.00% | Reduce -9.3% | 461 | $12K |
| MAI Capital Management | 0.00% | Reduce -76.4% | 439 | $12K |
| Arax Advisory Partners | 0.00% | Add +42.9% | 423 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +242.2% | 349 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -51.4% | 325 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -98.6% | 318 | $9K |
| SouthState Bank Corp | 0.00% | No change | 265 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +296.7% | 242 | $6K |
| Los Angeles Capital Management LLC | 0.00% | No change | 220 | $6K |
| J.Safra Asset Management Corp | 0.00% | Add +330.0% | 215 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -9.7% | 204 | $5K |
| Mather Group, Llc. | 0.00% | New | 195 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 174 | $5K |
| Essential Partners LLC | 0.00% | Add +1962.5% | 165 | $4K |
| Rothschild Investment LLC | 0.00% | Add +234.7% | 164 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 149 | $4K |
| Covestor Ltd | 0.00% | Add +7100.0% | 144 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 125 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -14.0% | 117 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 114 | $3K |
| National Bank of Canada | 0.00% | New | 111 | $3K |
| Kilter Group LLC | 0.00% | Add +171.1% | 103 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +1900.0% | 100 | $3K |
| Avion Wealth | 0.00% | New | 87 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +400.0% | 55 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 43 | $1K |
| WealthCollab, LLC | 0.00% | No change | 45 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 44 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -99.7% | 41 | $1K |
| Investors Portfolio Services LLC | 0.00% | New | 34 | $950 |
| Harbour Investments, Inc. | 0.00% | Add +28.0% | 32 | $859 |
| Blue Trust, Inc. | 0.00% | No change | 31 | $832 |
| Quarry LP | 0.00% | Add +400.0% | 30 | $806 |
| Torren Management, LLC | 0.00% | Reduce -97.5% | 24 | $644 |
| Bare Financial Services, Inc | 0.00% | Add +41.2% | 24 | $644 |
| Manchester Capital Management LLC | 0.00% | New | 22 | $591 |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 20 | $537 |
| IFP Advisors, Inc | 0.00% | Add +1800.0% | 19 | $510 |
| Cornerstone Planning Group LLC | 0.00% | New | 12 | $376 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 13 | $349 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $322 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 10 | $269 |
| SJS Investment Consulting Inc. | 0.00% | Add +500.0% | 6 | $162 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -94.3% | 5 | $134 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $54 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $29 |
| Bessemer Group Inc. | 0.00% | Reduce -99.0% | 2 | $0 |
"% of holder's portfolio" is CBZ's weight in each manager's 13F, not the share of Cbiz Inc. the manager owns.