Titelia

Fund shareholders of CBIZ Inc

ISIN US1248051021 · United States · LEI 529900D5X8CFM8O1N813

Fund shareholders
188
Of which ETFs
36 152 other funds
Value held
≈ 692M $ 683.9M $ · 77.1M SEK
Share of capital
32.6 % of 54.3M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 1,705,50793.9M $0.38 %3.14 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,619,50552M $0.00 %2.98 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,395,77146.3M $0.02 %2.57 %as of May 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,278,70341M $0.05 %2.36 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,167,39737.5M $0.02 %2.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 718,54239.6M $2.94 %1.32 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 677,84321.7M $0.05 %1.25 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 551,49617.7M $0.02 %1.02 %as of Jun 30, 2026 ↗
FAM SMALL CAP FUND Fenimore Asset Management Trust 546,86617.5M $5.64 %1.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 537,90229.6M $0.09 %0.99 %as of Jul 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 486,97515.6M $1.65 %0.90 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 451,64814.5M $0.10 %0.83 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 297,50916.4M $0.36 %0.55 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 277,2108.9M $0.09 %0.51 %as of Jun 30, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 264,00067.5M SEK0.85 %0.49 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 257,8358.6M $0.02 %0.48 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 253,8978.4M $0.05 %0.47 %as of May 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 237,2627.6M $0.01 %0.44 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 236,2087.8M $0.03 %0.44 %as of May 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 230,64012.7M $0.45 %0.43 %as of Jul 31, 2026 ↗
Royce Small-Cap Fund ROYCE FUND 192,1236.2M $0.29 %0.35 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 164,6009.1M $0.44 %0.30 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 151,3915M $0.06 %0.28 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 147,4438.1M $0.04 %0.27 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 135,9627.5M $0.55 %0.25 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 119,5136.6M $0.09 %0.22 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 116,1736.4M $0.96 %0.21 %as of Jul 31, 2026 ↗
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 108,5023.6M $0.44 %0.20 %as of May 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 107,1363.4M $0.54 %0.20 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 100,6135.5M $0.20 %0.19 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 92,5143.1M $0.06 %0.17 %as of May 29, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 91,9983M $0.05 %0.17 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 91,6673M $0.00 %0.17 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 91,5002.9M $0.32 %0.17 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 89,0264.9M $0.01 %0.16 %as of Jul 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 85,4184.7M $0.31 %0.16 %as of Jul 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 82,1354.5M $0.52 %0.15 %as of Jul 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 78,1004.3M $0.16 %0.14 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,9044.3M $0.05 %0.14 %as of Jul 31, 2026 ↗
Victory RS Value Fund Victory Portfolios 76,7102.5M $0.97 %0.14 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 76,4652.5M $0.12 %0.14 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 75,6884.2M $0.03 %0.14 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 74,8302.5M $0.00 %0.14 %as of May 31, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 72,1672.3M $0.64 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 69,1642.2M $0.00 %0.13 %as of Jun 30, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 68,8802.2M $0.49 %0.13 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 68,7582.2M $0.10 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 65,2623.6M $0.09 %0.12 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 58,6383.2M $0.26 %0.11 %as of Jul 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 58,1931.9M $0.02 %0.11 %as of May 31, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 55,1981.8M $0.44 %0.10 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 53,9093M $0.12 %0.10 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 53,9001.7M $0.01 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 53,3921.7M $0.04 %0.10 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 46,4211.5M $0.09 %0.09 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 43,8532.4M $0.00 %0.08 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 40,9871.4M $0.06 %0.08 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 39,2762.2M $0.00 %0.07 %as of Jul 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 37,2512.1M $1.05 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,9461.1M $0.05 %0.06 %as of Jun 30, 2026 ↗
Royce Smaller-Companies Growth Fund ROYCE FUND 34,5001.1M $0.46 %0.06 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 33,7821.1M $0.13 %0.06 %as of Jun 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 33,4801.1M $0.13 %0.06 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 33,2001.1M $0.09 %0.06 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 31,6201M $0.01 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 29,3271.6M $0.00 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 28,591949.2K $0.00 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 27,600885.4K $0.05 %0.05 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,6691.5M $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 26,118837.9K $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 25,9261.4M $0.00 %0.05 %as of Jul 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 25,2796.5M SEK1.25 %0.05 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 24,974801.2K $0.40 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 24,941800.1K $0.05 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,730761.3K $0.00 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 23,5611.3M $0.09 %0.04 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 21,323684K $0.02 %0.04 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 20,1981.1M $0.05 %0.04 %as of Jul 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 20,080666.7K $0.21 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 19,385643.6K $0.05 %0.04 %as of May 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 18,721600.6K $1.83 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 18,6151M $0.01 %0.03 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 17,739569.1K $0.22 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 17,679973.8K $0.04 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 17,666566.7K $0.03 %0.03 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 17,435559.3K $0.06 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,300555K $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 17,084941K $0.04 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,301522.9K $0.05 %0.03 %as of Jun 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 15,560499.2K $0.47 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 15,055483K $0.04 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,213456K $0.05 %0.03 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 13,848444.2K $0.11 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 13,622437K $0.00 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,956713.6K $0.10 %0.02 %as of Jul 31, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 12,519415.6K $1.15 %0.02 %as of May 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 12,500688.5K $0.16 %0.02 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 12,166670.1K $0.03 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,012398.8K $0.04 %0.02 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 12,0003.1M SEK0.01 %0.02 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
FAM SMALL CAP FUND Fenimore Asset Management Trust 5.64 %as of Jun 30, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 2.94 %as of Jul 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 2.71 %as of Jul 31, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1.83 %as of Jun 30, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.65 %as of Jun 30, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 1.25 %as of Mar 31, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 1.15 %as of May 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1.05 %as of Jul 31, 2026 ↗
Victory RS Value Fund Victory Portfolios 0.97 %as of Jun 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 0.96 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3185-1217,373,204-8.8 %
2026Q2197-419,047,866-18.1 %
2026Q1201-1023,265,948+7.2 %
2025Q4211-2021,696,764-3.9 %
2025Q3231-522,584,766+9.7 %
2025Q2236+120,592,805-4.9 %
2025Q1235+421,644,833+0.8 %
2024Q4231-321,462,619-0.8 %
2024Q3234-521,634,438+7.3 %
2024Q2239+220,164,453+11.8 %
2024Q1237-318,036,097+1.4 %
2023Q424017,785,434

Institutional managers

253 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
FMR LLC7,511,043201.7M $as of Mar 31, 2026
BlackRock, Inc.3,811,925102.4M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/3,507,90594.2M $as of Mar 31, 2026
22C Capital LLC3,202,26786M $as of Mar 31, 2026
MORGAN STANLEY2,008,62553.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,159,37931.1M $as of Mar 31, 2026
STATE STREET CORP1,151,70930.9M $as of Mar 31, 2026
P2 Capital Partners, LLC1,140,67430.6M $as of Mar 31, 2026
BloombergSen Inc.994,02926.7M $as of Mar 31, 2026
Sunriver Management LLC968,63126M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.901,97345.5M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP825,86222.2M $as of Mar 31, 2026
NORTHERN TRUST CORP769,00320.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC686,62718.4M $as of Mar 31, 2026
Fenimore Asset Management Inc682,22218.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC622,26716.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC600,95516.1M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC579,59715.6M $as of Mar 31, 2026
Boston Partners561,40015.1M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS557,85715M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP546,85014.7M $as of Mar 31, 2026
Allianz Asset Management GmbH544,84614.6M $as of Mar 31, 2026
WATERS PARKERSON & CO., LLC523,04214M $as of Mar 31, 2026
Qube Research & Technologies Ltd511,01313.7M $as of Mar 31, 2026
GW&K Investment Management, LLC478,26712.8K $as of Mar 31, 2026

Declared shareholders of CBIZ Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other8.30 %4,463,715as of Jul 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of CBIZ Inc". https://titelia.com/en/stocks/cbiz-inc-US1248051021