Funds holding CBIZ Inc
200 funds declare a position · 37 ETFs and 163 other funds · 543.2M $· 77.1M SEK · US1248051021
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,738,638 | 53M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,512,105 | 40.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,388,271 | 39.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 1,212,128 | 32.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,097,670 | 29.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 869,697 | 26.5M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 7 | Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 799,953 | 24.4M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| 8 | Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 731,542 | 22.3M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 613,696 | 16.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 10 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 550,024 | 14.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 11 | FAM SMALL CAP FUND Fenimore Asset Management Trust | 546,866 | 14.7M $ | 4.87 % | as of Mar 31, 2026 · Original filing |
| 12 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 488,900 | 14.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 13 | Royce Small-Cap Total Return Fund ROYCE FUND | 444,013 | 11.9M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 14 | iShares Russell 2000 Growth ETF iShares Trust | 403,705 | 10.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 15 | Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 364,370 | 11.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 16 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 300,578 | 9.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 17 | Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB | 264,000 | 67.5M SEK | 0.85 % | as of Mar 31, 2026 · Original filing |
| 18 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 244,833 | 7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 19 | AB Discovery Value Fund AB TRUST | 244,734 | 7M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 20 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 239,601 | 6.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 21 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 234,840 | 7.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 22 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 234,195 | 6.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 23 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 183,300 | 4.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 24 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 175,586 | 5.4M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 25 | Royce Small-Cap Fund ROYCE FUND | 159,176 | 4.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 26 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 147,443 | 4.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 27 | AMG GW&K Small Cap Core Fund AMG Funds | 137,290 | 3.7M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 28 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 129,282 | 3.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 29 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 121,415 | 3.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 30 | DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 120,000 | 3.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 31 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 116,696 | 3.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 32 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 108,441 | 3.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 33 | Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 107,061 | 3.3M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 34 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 104,484 | 3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 35 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 96,031 | 2.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 91,667 | 2.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 91,500 | 2.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 38 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 89,026 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 39 | Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 88,390 | 2.4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 40 | Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 87,073 | 2.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 41 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 83,784 | 2.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 42 | Master Small Cap Index Series Quantitative Master Series LLC | 82,336 | 2.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 43 | Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 82,300 | 2.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 44 | VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 81,094 | 2.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 45 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,904 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 46 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 75,688 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 47 | Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 75,608 | 2.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 48 | Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 74,978 | 2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 49 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 74,589 | 2.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 50 | AST Small-Cap Equity Portfolio Advanced Series Trust | 74,276 | 2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 51 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 67,532 | 1.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 64,071 | 1.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 53 | AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 62,682 | 1.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 54 | AB Small Cap Value Portfolio AB CAP FUND, INC. | 57,047 | 1.6M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 55 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 56,386 | 1.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 56 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 55,538 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 57 | SmallCap Value Fund II Principal Funds, Inc | 55,400 | 1.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 58 | Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 55,198 | 1.5M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 59 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 50,948 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 60 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 45,163 | 1.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 61 | Nuveen Equity Index Fund TIAA-CREF Funds | 43,853 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 42,200 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 40,697 | 1.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 64 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 40,188 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 65 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 37,568 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 66 | Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 33,746 | 906.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 67 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,746 | 906.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 68 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 33,428 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 33,200 | 950.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 70 | The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 32,531 | 992.2K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 71 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 29,327 | 894.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 28,591 | 818.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 73 | EQ/Small Company Index Portfolio EQ Advisors Trust | 27,600 | 741.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 74 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 26,827 | 720.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,669 | 813.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 76 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 25,554 | 779.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | Cliens Global Småbolag Cliens Kapitalförvaltning AB | 25,279 | 6.5M SEK | 1.25 % | as of Mar 31, 2026 · Original filing |
| 78 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 23,899 | 641.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | Small Cap Index Fund Northern Funds | 22,443 | 602.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 80 | Global X Russell 2000 ETF GLOBAL X FUNDS | 21,434 | 653.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 81 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 20,798 | 595.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 82 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 19,906 | 607.1K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 83 | Small Cap Index Fund VALIC Co I | 19,464 | 557.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 84 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 18,615 | 567.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 85 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 18,366 | 493.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 86 | PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 18,200 | 555.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 87 | RBC SMID Cap Growth Fund RBC Funds Trust | 18,000 | 483.3K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 88 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 17,214 | 525K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 89 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 17,200 | 461.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 90 | Royce SMid-Cap Total Return Fund ROYCE FUND | 17,110 | 459.4K $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 91 | Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 16,944 | 516.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 92 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 16,245 | 436.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 93 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 15,439 | 414.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 94 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 14,859 | 425.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 95 | Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 14,462 | 441.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 96 | Small Cap Core Fund Northern Funds | 14,243 | 382.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 97 | iShares Russell 3000 ETF iShares Trust | 13,727 | 368.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,132 | 352.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 99 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 12,783 | 343.2K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 100 | Taylor Frigon Core Growth Fund PFS FUNDS | 12,519 | 358.5K $ | 1.20 % | as of Feb 28, 2026 · Original filing |
Institutional managers
253 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 7,511,043 | 201.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,811,925 | 102.4M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 3,507,905 | 94.2M $ | as of Mar 31, 2026 |
| 22C Capital LLC | 3,202,267 | 86M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,008,625 | 53.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 901,973 | 45.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,159,379 | 31.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,151,709 | 30.9M $ | as of Mar 31, 2026 |
| P2 Capital Partners, LLC | 1,140,674 | 30.6M $ | as of Mar 31, 2026 |
| BloombergSen Inc. | 994,029 | 26.7M $ | as of Mar 31, 2026 |
| Sunriver Management LLC | 968,631 | 26M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 825,862 | 22.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 769,003 | 20.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 686,627 | 18.4M $ | as of Mar 31, 2026 |
| Fenimore Asset Management Inc | 682,222 | 18.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 622,267 | 16.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 600,955 | 16.1M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 579,597 | 15.6M $ | as of Mar 31, 2026 |
| Boston Partners | 561,400 | 15.1M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 557,857 | 15M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 546,850 | 14.7M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 544,846 | 14.6M $ | as of Mar 31, 2026 |
| WATERS PARKERSON & CO., LLC | 523,042 | 14M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 511,013 | 13.7M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 464,648 | 12.5M $ | as of Mar 31, 2026 |