Titelia

Fund shareholders of CBIZ Inc

ISIN US1248051021 · United States · LEI 529900D5X8CFM8O1N813

Fund shareholders
200
Of which ETFs
37 163 other funds
Value held
543.2M $ 77.1M SEK
Share of capital
35.7 % of 54.3M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
Diversified Equity Master Portfolio Master Investment Portfolio 12,398332.9K $0.01 %0.02 %as of Mar 31, 2026 ↗
Small Cap Special Values Fund VALIC Co I 12,057345.3K $0.20 %0.02 %as of Feb 28, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 12,0003.1M SEK0.01 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,831338.8K $0.00 %0.02 %as of Feb 28, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 10,948294K $0.25 %0.02 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 10,619285.1K $0.09 %0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 10,274313.4K $1.71 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,669259.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 9,538273.2K $0.10 %0.02 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 9,392252.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 9,052243K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 9,026275.3K $0.03 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 8,504243.6K $0.03 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,346224.1K $0.02 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,817238.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 7,686206.4K $0.10 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,645219K $0.02 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,532229.7K $0.06 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,870184.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 6,756181.4K $0.05 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,291191.9K $0.14 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,106163.9K $0.05 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,092163.6K $0.05 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 5,895179.8K $0.05 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,622171.5K $0.02 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,560149.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,288161.3K $0.05 %0.01 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 5,151147.5K $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,756145.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,572122.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 4,500120.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,128110.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 3,965106.5K $0.25 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,906119.1K $0.05 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,841110K $0.00 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,836103K $0.05 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,818102.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,66998.5K $0.09 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,625103.8K $0.01 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,46693.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,31489K $0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,27587.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,18591.2K $0.03 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,15284.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 3,13484.1K $0.08 %0.01 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 3,12695.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,05987.6K $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,04587.2K $0.03 %0.01 %as of Feb 28, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 3,04481.7K $0.08 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,98591K $0.00 %0.01 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,46475.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 2,44965.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,26769.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,18758.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,14161.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 2,13061K $0.61 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,00853.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,98953.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,98153.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,72152.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,62643.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,52646.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,43643.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,32135.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,26536.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 1,22032.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,20632.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,17431.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,16531.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,14730.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,14530.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 94527.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 87626.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 86023.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 83922.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 77820.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 76020.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 60016.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 56317.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 55717K $0.03 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 54014.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 53914.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 48413K $0.13 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 44213.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 34610.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 3018.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2778.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 2587.9K $0.10 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 2456.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2205.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 2005.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1925.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 1654.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1253.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1133K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 902.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 681.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 511.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 16458.2 $0.04 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 13349.1 $0.01 %0.00 %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 4.87 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 1.73 %as of Apr 30, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 1.71 %as of Apr 30, 2026 ↗
Royce SMid-Cap Total Return Fund ROYCE FUND 1.49 %as of Mar 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.41 %as of Mar 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 1.25 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 1.24 %as of Apr 30, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 1.20 %as of Apr 30, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 1.20 %as of Feb 28, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 0.85 %as of Mar 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
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 are 4 beneficial ownership filings. 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 other15.00 %7,511,043as of Mar 31, 2026 · SCHEDULE 13G
Bank of Montreal and 9 others6.37 %3,508,094as of Mar 31, 2026 · SCHEDULE 13G
Morgan Stanley 3.00 %1,641,468as of Mar 31, 2026 · SCHEDULE 13G
Capital Research Global Investors 0.00 %0as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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