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.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Small Cap Special Values Fund VALIC Co I | 12,057 | 345.3K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 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 |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 11,831 | 338.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 12,398 | 332.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 10,274 | 313.4K $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 10,948 | 294K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 10,619 | 285.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 9,026 | 275.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 9,538 | 273.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 9,669 | 259.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 9,392 | 252.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 8,504 | 243.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 9,052 | 243K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,817 | 238.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 7,532 | 229.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,346 | 224.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,645 | 219K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 7,686 | 206.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,291 | 191.9K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,870 | 184.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 6,756 | 181.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 5,895 | 179.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 5,622 | 171.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,106 | 163.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,092 | 163.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,288 | 161.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,560 | 149.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 5,151 | 147.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 4,756 | 145.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 4,572 | 122.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 4,500 | 120.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,906 | 119.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,128 | 110.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,841 | 110K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Penn Series SMID Cap Value Fund Penn Series Funds Inc | 3,965 | 106.5K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,625 | 103.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,836 | 103K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,818 | 102.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,669 | 98.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 3,126 | 95.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,466 | 93.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,185 | 91.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,985 | 91K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,314 | 89K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 3,275 | 87.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 3,059 | 87.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 3,045 | 87.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,152 | 84.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Gotham Neutral Fund FundVantage Trust | 3,134 | 84.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 3,044 | 81.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,464 | 75.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,267 | 69.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,449 | 65.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,141 | 61.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| M3Sixty Small Cap Growth Fund 360 Funds | 2,130 | 61K $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,187 | 58.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,008 | 53.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 1,989 | 53.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,981 | 53.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,721 | 52.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,526 | 46.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,436 | 43.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,626 | 43.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,265 | 36.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,321 | 35.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 1,220 | 32.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| New Covenant Growth Fund NEW COVENANT FUNDS | 1,206 | 32.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,174 | 31.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,165 | 31.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,147 | 30.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,145 | 30.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 945 | 27.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 876 | 26.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 860 | 23.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 839 | 22.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 778 | 20.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 760 | 20.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 563 | 17.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 557 | 17K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 600 | 16.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 540 | 14.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 539 | 14.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 442 | 13.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 484 | 13K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 346 | 10.6K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 277 | 8.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 301 | 8.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 258 | 7.9K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 245 | 6.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 220 | 5.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 192 | 5.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 200 | 5.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 165 | 4.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 125 | 3.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 113 | 3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 90 | 2.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 68 | 1.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 51 | 1.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 16 | 458.2 $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 13 | 349.1 $ | 0.01 % | as of Mar 31, 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 |