CbizCBZ
13F holders, Q2 2026 (June 30)260holders −3
40new positions
45sold out
6famous investors
$32.11avg. 13F price*
At the end of Q2 2026, 260 institutions reported holding Cbiz Inc. (CBZ) in their 13F filings, down 3 from Q1 2026. 40 opened new positions and 45 sold out. The largest holders were FMR LLC ($258.2M), BlackRock, Inc. ($159.5M) and Bank of Montreal ($110.8M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $64.0M |
| Exits | 45 | $92.0M |
All 13F filers, Q1 2026 → Q2 2026: 7,348,938 shares bought and 8,460,080 shares sold, net −1,111,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| FMR LLC | 0.01% | Add +7.1% | 8,047,282 | $258.2M |
| BlackRock, Inc. | 0.00% | Add +30.4% | 4,971,786 | $159.5M |
| Bank of Montreal | 0.04% | Reduce -1.5% | 3,453,723 | $110.8M |
| 22C Capital LLC | 100.00% | No change | 3,202,267 | $102.7M |
| Vanguard Capital Management LLC | 0.00% | Add +5.3% | 2,259,967 | $72.5M |
| Vanguard Portfolio Management LLC | 0.00% | Add +8.7% | 2,253,744 | $72.3M |
| Morgan Stanley | 0.00% | Reduce -25.7% | 1,492,737 | $47.9M |
| Geode Capital Management, LLC | 0.00% | Add +8.4% | 1,257,357 | $40.3M |
| State Street Corp. | 0.00% | Add +8.1% | 1,244,553 | $39.9M |
| P2 Capital Partners, LLC | 14.85% | Reduce -0.3% | 1,136,974 | $36.5M |
| BloombergSen Inc. | 3.83% | Add +7.5% | 1,068,306 | $34.3M |
| Royce & Associates LP | 0.26% | Add +20.2% | 992,770 | $31.8M |
| Boston Partners | 0.02% | Add +38.7% | 778,451 | $25.7M |
| Silvercrest Asset Management Group LLC | 0.15% | Add +27.0% | 736,320 | $23.6M |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 711,168 | $22.8M |
| AQR Capital Management | 0.01% | Add +188.7% | 709,617 | $22.8M |
| Fenimore Asset Management Inc | 0.45% | Reduce -0.1% | 681,628 | $21.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.0% | 665,870 | $21.4M |
| DG Capital Management, LLC | 8.11% | New | 660,000 | $21.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.6% | 591,470 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.3% | 588,686 | $18.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 546,915 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | No change | 544,846 | $17.5M |
| Waters Parkerson & Co., LLC | 0.82% | Reduce -1.4% | 515,707 | $16.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -14.7% | 475,961 | $15.3M |
| Nuveen, LLC | 0.00% | Add +212.5% | 464,362 | $14.9M |
| Basswood Capital Management, L.L.C. | 0.62% | Add +120.5% | 451,259 | $14.5M |
| UBS Group AG | 0.00% | Add +46.0% | 411,595 | $13.2M |
| Prudential Financial Inc. | 0.01% | Add +14.9% | 411,251 | $13.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -1.9% | 350,500 | $11.2M |
| Montrusco Bolton Investments Inc. | 0.17% | Add +0.7% | 342,221 | $11.0M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -0.3% | 339,085 | $10.9M |
| Dana Investment Advisors, Inc. | 0.27% | New | 322,771 | $10.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -6.6% | 322,059 | $10.3M |
| Geneva Capital Management LLC | 0.22% | Reduce -16.7% | 294,044 | $9.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +270.2% | 278,966 | $8.9M |
| GatePass Capital, LLC | 3.24% | Add +163.7% | 258,877 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -11.8% | 241,840 | $7.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +22.9% | 213,598 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -47.9% | 224,255 | $7.2M |
| Quantinno Capital Management LP | 0.01% | Add +24.9% | 218,579 | $7.0M |
| Tudor Investment Corporation | 0.03% | Add +36.3% | 213,627 | $6.9M |
| Engine Capital Management, LP | 0.63% | New | 201,998 | $6.5M |
| Creative Planning | 0.00% | Add +149.4% | 195,084 | $6.3M |
| First Trust Advisors LP | 0.00% | Add +204.5% | 189,662 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +13.1% | 188,621 | $6.1M |
| Clearline Capital LP | 0.36% | No change | 174,345 | $5.6M |
| First Manhattan Co. Llc. | 0.01% | Add +6.2% | 170,975 | $5.5M |
| Edgestream Partners, L.P. | 0.16% | Add +24.9% | 167,963 | $5.4M |
| Corient Private Wealth LP | 0.01% | Add +7.4% | 167,780 | $5.4M |
| Cygnus Capital Advisors, LLC | 3.56% | New | 163,214 | $5.2M |
| Prelude Capital Management, LLC | 0.37% | New | 157,894 | $5.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -58.1% | 138,434 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 116,044 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -18.7% | 133,891 | $4.3M |
| Invesco Ltd. | 0.00% | Add +6.1% | 129,561 | $4.2M |
| Summit Creek Advisors LLC | 1.35% | Reduce -47.3% | 123,551 | $4.0M |
| Barclays PLC | 0.00% | Add +157.2% | 114,157 | $3.7M |
| D. E. Shaw & Co. | 0.00% | Reduce -58.2% | 112,199 | $3.6M |
| Swiss National Bank | 0.00% | Add +8.0% | 104,500 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 104,161 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Add +6.6% | 103,788 | $3.3M |
| Federated Hermes, Inc. | 0.00% | New | 100,099 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -81.1% | 96,649 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.5% | 94,392 | $3.0M |
| Trexquant Investment LP | 0.02% | Reduce -73.3% | 89,401 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +89.3% | 85,788 | $2.8M |
| Algert Global LLC | 0.03% | Add +126.7% | 74,865 | $2.4M |
| Marshall Wace, LLP | 0.00% | Add +271.5% | 74,383 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.12% | Add +64.1% | 74,318 | $2.4M |
| Picton Mahoney Asset Management | 0.02% | New | 72,912 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.1% | 68,871 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +6.9% | 68,115 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +97.3% | 66,909 | $2.1M |
| XTX Topco Ltd | 0.03% | Reduce -38.2% | 66,593 | $2.1M |
| Bridge City Capital, LLC | 0.47% | Reduce -1.9% | 63,792 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 61,549 | $2.0M |
| Chatham Capital Group, Inc. | 0.24% | Add +19.6% | 59,773 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -66.5% | 57,708 | $1.9M |
| Woodard & Co. Asset Management Group Inc. | 0.27% | No change | 57,645 | $1.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +16.4% | 50,681 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.0% | 47,098 | $1.6M |
| Holocene Advisors, LP | 0.00% | Add +30.2% | 47,794 | $1.5M |
| Legal & General Group Plc | 0.00% | Add +10.0% | 45,973 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -94.3% | 51,816 | $1.4M |
| Private Advisor Group, LLC | 0.01% | No change | 42,652 | $1.4M |
| HSBC Holdings PLC | 0.00% | New | 41,460 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 41,544 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -65.0% | 40,414 | $1.3M |
| Mariner, LLC | 0.00% | New | 39,879 | $1.3M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -31.1% | 37,832 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 36,206 | $1.2M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -9.7% | 35,586 | $1.1M |
| Roundview Capital LLC | 0.06% | Reduce -2.5% | 34,577 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +132.3% | 34,561 | $1.1M |
| Gotham Asset Management | 0.00% | Add +45.7% | 34,530 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -67.0% | 34,235 | $1.1M |
| Capital Fund Management S.A. | 0.01% | Reduce -31.5% | 33,908 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +178.4% | 33,623 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 30,581 | $981K |
| Bleakley Financial Group, LLC | 0.01% | Add +125.6% | 30,126 | $966K |
| MetLife Investment Management, LLC | 0.00% | Add +4.6% | 28,865 | $926K |
| Citigroup Inc. | 0.00% | Add +402.2% | 27,103 | $869K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +32.9% | 26,683 | $856K |
| Pathstone Holdings, LLC | 0.00% | Reduce -53.6% | 26,554 | $852K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -0.2% | 26,286 | $843K |
| Franklin Resources Inc. | 0.00% | Add +6.2% | 25,368 | $814K |
| Dynamic Technology Lab Private Ltd | 0.17% | Reduce -30.9% | 24,235 | $777K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.5% | 24,139 | $774K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.3% | 24,113 | $774K |
| Janney Montgomery Scott LLC | 0.00% | New | 24,058 | $772K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Add +0.4% | 23,315 | $748K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -33.7% | 23,059 | $740K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -34.2% | 22,866 | $734K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.4% | 22,201 | $712K |
| Sei Investments Co. | 0.00% | Reduce -31.6% | 22,143 | $710K |
| Jupiter Topco LLC | 0.00% | — | 21,663 | $695K |
| Inspire Investing, LLC | 0.03% | Add +9.5% | 21,026 | $675K |
| Quadrature Capital Ltd | 0.01% | New | 19,970 | $641K |
| Citizens Financial Group Inc. | 0.01% | New | 19,926 | $639K |
| Raymond James Financial Inc. | 0.00% | Reduce -42.7% | 19,611 | $629K |
| Callan Family Office, LLC | 0.01% | Add +8.5% | 18,553 | $595K |
| Engineers Gate Manager LP | 0.01% | Reduce -91.2% | 17,180 | $551K |
| Letson Investment Management, Inc. | 0.19% | No change | 16,020 | $514K |
| LPL Financial LLC | 0.00% | Reduce -44.7% | 15,969 | $512K |
| Jump Financial, LLC | 0.01% | Reduce -71.3% | 15,792 | $507K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.3% | 15,314 | $491K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +11.0% | 14,529 | $466K |
| Arizona State Retirement System | 0.00% | Add +6.6% | 14,369 | $461K |
| Helium Advisors LLC | 0.38% | Add +45.9% | 14,300 | $459K |
| Chicago Wealth Management, Inc. | 0.16% | No change | 14,000 | $449K |
| Handelsbanken Fonder AB | 0.00% | Reduce -95.0% | 13,900 | $446K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,619 | $437K |
| Dodds Wealth, LLC | 0.10% | No change | 13,542 | $434K |
| Captrust Financial Advisors | 0.00% | New | 12,890 | $414K |
| Intech Investment Management LLC | 0.00% | Add +1.4% | 12,680 | $407K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -23.9% | 12,400 | $398K |
| Allstate Corp. | 0.00% | New | 12,124 | $389K |
| Quadrant Capital Group LLC | 0.01% | Add +1.1% | 12,093 | $388K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 11,653 | $374K |
| Caprock Group, LLC | 0.01% | Add +9.7% | 11,498 | $369K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,276 | $362K |
| Bridgewater Associates | 0.00% | New | 11,093 | $356K |
| Norden Group LLC | 0.03% | New | 10,625 | $341K |
| Legato Capital Management LLC | 0.03% | No change | 10,359 | $332K |
| Evergreen Capital Management LLC | 0.01% | Add +4.7% | 10,012 | $321K |
| RBF Capital, LLC | 0.01% | No change | 10,000 | $321K |
| Smith & Howard Wealth Management, LLC | 0.06% | No change | 9,616 | $308K |
| STRS Ohio | 0.00% | New | 9,600 | $308K |
| Voya Investment Management LLC | 0.00% | Add +8.9% | 9,490 | $304K |
| Swiss Life Asset Management Ltd | 0.00% | New | 8,965 | $288K |
| SummitTX Capital, L.P. | 0.01% | New | 8,773 | $281K |
| Teacher Retirement System of Texas | 0.00% | New | 8,613 | $276K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Reduce -1.9% | 8,517 | $273K |
| Forum Private Client Group LLC | 0.08% | New | 8,219 | $264K |
| Clear Wave Wealth Management LLC | 0.06% | No change | 8,133 | $261K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 8,059 | $259K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,047 | $258K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 7,771 | $249K |
| Praxis Investment Management Inc. | 0.01% | No change | 7,686 | $247K |
| Kestra Advisory Services, LLC | 0.00% | No change | 7,509 | $241K |
| Larson Financial Group LLC | 0.01% | Add +63.3% | 7,190 | $231K |
| Vise Technologies, Inc. | 0.00% | New | 7,177 | $230K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -83.5% | 7,168 | $230K |
| State of Wisconsin Investment Board | 0.00% | New | 7,020 | $225K |
| Merit Financial Group, LLC | 0.00% | New | 7,005 | $225K |
| HHM Wealth Advisors, LLC | 0.02% | Add +75.0% | 7,000 | $225K |
| Cetera Investment Advisers | 0.00% | New | 6,961 | $223K |
| Simplex Trading, LLC | 0.01% | Add +3.0% | 6,886 | $221K |
| Neuberger Berman Group LLC | 0.00% | New | 6,558 | $210K |
| Inscription Capital, LLC | 0.02% | New | 6,517 | $209K |
| Gsa Capital Partners LLP | 0.01% | Reduce -60.8% | 6,494 | $208K |
| ProShare Advisors LLC | 0.00% | New | 6,444 | $207K |
| Fifth Third Bancorp | 0.00% | Reduce -3.0% | 6,332 | $203K |
| American Century Companies Inc. | 0.00% | New | 6,292 | $202K |
| Zions Bancorporation, National Association | 0.01% | Reduce -48.5% | 6,225 | $200K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 5,820 | $186K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,742 | $152K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +8.2% | 4,466 | $143K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,988 | $128K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 4,710 | $126K |
| Jones Financial Companies LLLP | 0.00% | Add +15.5% | 3,936 | $124K |
| Arax Advisory Partners | 0.00% | Add +809.9% | 3,849 | $123K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.6% | 3,537 | $113K |
| State of Alaska, Department of Revenue | 0.00% | No change | 3,540 | $113K |
| Versant Capital Management, Inc | 0.01% | Add +15.7% | 3,495 | $112K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -12.7% | 3,448 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.0% | 3,404 | $109K |
| Fulcrum Asset Management LLP | 0.01% | New | 2,815 | $91K |
| Allworth Financial LP | 0.00% | Add +184.7% | 2,568 | $82K |
| Signaturefd, LLC | 0.00% | Add +101.8% | 2,541 | $82K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 3,040 | $80K |
| Huntington National Bank | 0.00% | Reduce -7.5% | 2,434 | $78K |
| GW&K Investment Management, LLC | 0.00% | Reduce -99.5% | 2,326 | $75K |
| Nisa Investment Advisors, LLC | 0.00% | Add +10.8% | 2,330 | $75K |
| Osaic Holdings, Inc. | 0.00% | Add +17.6% | 2,329 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.7% | 2,294 | $74K |
| US Bancorp \de | 0.00% | Add +51.3% | 2,071 | $66K |
| Covestor Ltd | 0.04% | Add +1260.4% | 1,959 | $63K |
| GAMMA Investing LLC | 0.00% | Add +50.2% | 1,916 | $61K |
| Nykredit A/S | 0.00% | — | 1,720 | $55K |
| Trust Co. of Vermont | 0.00% | — | 1,650 | $53K |
| Parkside Financial Bank & Trust | 0.00% | Add +18.3% | 1,629 | $52K |
| KBC Group NV | 0.00% | No change | 1,611 | $52K |
| Montgomery Financial Services LLC | 0.04% | — | 1,492 | $48K |
| Raffa Wealth Management, LLC | 0.00% | New | 1,180 | $38K |
| Sterling Capital Management LLC | 0.00% | Add +211.9% | 992 | $32K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -99.3% | 975 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.6% | 959 | $31K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +14.6% | 932 | $30K |
| Fortis Group Advisors, LLC | 0.00% | No change | 875 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1978.0% | 852 | $27K |
| Smartleaf Asset Management LLC | 0.00% | No change | 726 | $23K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 530 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 514 | $16K |
| Trust Co | 0.00% | No change | 500 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 500 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +101.7% | 488 | $16K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +3800.0% | 390 | $13K |
| Essential Partners LLC | 0.01% | Add +124.2% | 370 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -0.9% | 346 | $11K |
| Nvest Wealth Strategies, Inc. | 0.01% | Add +160.0% | 325 | $10K |
| Quantbot Technologies LP | 0.00% | Reduce -99.7% | 302 | $10K |
| Rothschild Investment LLC | 0.00% | Add +62.8% | 267 | $9K |
| SouthState Bank Corp | 0.00% | No change | 265 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -28.6% | 232 | $7K |
| Los Angeles Capital Management LLC | 0.00% | No change | 220 | $7K |
| J.Safra Asset Management Corp | 0.00% | No change | 215 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 196 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +675.0% | 186 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -14.7% | 174 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +12.8% | 168 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 162 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 144 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 117 | $4K |
| True Wealth Design, LLC | 0.00% | New | 114 | $4K |
| CENTRAL TRUST Co | 0.00% | Reduce -37.9% | 108 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 97 | $3K |
| Avion Wealth | 0.00% | Add +29.9% | 113 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +36.4% | 75 | $2K |
| Kilter Group LLC | 0.00% | Reduce -33.0% | 69 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 59 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +816.7% | 55 | $2K |
| JPL Wealth Management, LLC | 0.00% | Add +22.7% | 54 | $2K |
| IFP Advisors, Inc | 0.00% | Add +168.4% | 51 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +233.3% | 40 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 43 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 35 | $1K |
| Investors Portfolio Services LLC | 0.00% | No change | 34 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 32 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 31 | $994 |
| Torren Management, LLC | 0.00% | No change | 24 | $770 |
| Manchester Capital Management LLC | 0.00% | No change | 22 | $706 |
| Rialto Wealth Management, LLC | 0.00% | New | 19 | $610 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +15.4% | 15 | $481 |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $385 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -89.0% | 11 | $353 |
| Hughes Financial Services, LLC | 0.00% | Add +300.0% | 8 | $257 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $160 |
| Bessemer Group Inc. | 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.