CBIZ, Inc. - CBZ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 4,837,727 244,063 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
FMR LLC History Added to 7,511,043 201,671 0.01% 0.02% 2 +378,136 5.3% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 3,811,925 102,350 0.0% 0.0% 3 +213,638 5.94% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Added to 3,507,905 94,187 0.04% 0.04% 4 +1,256,256 55.79% Q1 2026 May 13, 2026
22C Capital LLC History No change 3,202,267 85,980 100.0% 100.0% 5 0 0.0% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,146,587 57,635 0.0% 6 +2,146,587 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,072,824 55,655 0.0% 7 +2,072,824 New Q1 2026 May 08, 2026
MORGAN STANLEY History Reduced 2,008,625 53,931 0.0% 0.01% 8 -1,242,730 -38.22% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 901,973 45,504 0.01% 0.0% 9 +848,052 1572.77% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,159,379 31,136 0.0% 0.0% 10 +13,823 1.21% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,151,709 30,923 0.0% 0.0% 11 +2,819 0.25% Q1 2026 May 15, 2026
P2 Capital Partners, LLC History Reduced 1,140,674 30,627 14.59% 22.92% 12 -632,717 -35.68% Q1 2026 May 15, 2026
BloombergSen Inc. History Reduced 994,029 26,689 2.03% 3.79% 13 -34,266 -3.33% Q1 2026 May 08, 2026
Sunriver Management LLC History Reduced 968,631 26,007 4.4% 5.23% 14 -20,718 -2.09% Q1 2026 May 14, 2026
ROYCE & ASSOCIATES LP History Added to 825,862 22,174 0.22% 0.34% 15 +166,722 25.29% Q1 2026 May 12, 2026
NORTHERN TRUST CORP History Reduced 769,003 20,647 0.0% 0.01% 16 -141,739 -15.56% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 686,627 18,435 0.0% 0.0% 17 +51,193 8.06% Q1 2026 May 15, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 682,222 18,317 0.41% 0.48% 18 +229,630 50.74% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 622,267 16,707 0.0% 0.0% 19 +86,974 16.25% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 600,955 16,135 0.0% 0.0% 20 +588,210 4615.22% Q1 2026 May 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 579,597 15,562 0.11% 0.3% 21 -294,956 -33.73% Q1 2026 May 15, 2026
Boston Partners History New 561,400 15,133 0.02% 22 +561,400 New Q1 2026 May 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 557,857 14,978 0.01% 0.0% 23 +537,944 2701.47% Q1 2026 May 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 546,850 14,683 0.0% 0.01% 24 -42,833 -7.26% Q1 2026 May 07, 2026
Allianz Asset Management GmbH History New 544,846 14,629 0.02% 25 +544,846 New Q1 2026 May 11, 2026
WATERS PARKERSON & CO., LLC History Added to 523,042 14,043 0.72% 1.08% 26 +85,796 19.62% Q1 2026 Apr 29, 2026
Qube Research & Technologies Ltd History Added to 511,013 13,720 0.02% 0.0% 27 +460,110 903.9% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Reduced 478,267 12,842 0.11% 0.34% 28 -300,766 -38.61% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 464,648 12,475 0.01% 0.0% 29 +433,043 1370.17% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 430,238 11,551 0.0% 0.0% 30 -11,904 -2.69% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 429,664 11,536 0.01% 31 +429,664 New Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 411,420 11,046 0.0% 0.0% 32 +381,743 1286.33% Q1 2026 May 12, 2026
PRUDENTIAL FINANCIAL INC History New 357,917 9,610 0.01% 33 +357,917 New Q1 2026 May 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History New 357,180 9,590 0.03% 34 +357,180 New Q1 2026 May 15, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 353,138 9,481 0.2% 0.38% 35 -46,489 -11.63% Q1 2026 May 06, 2026
VANGUARD FIDUCIARY TRUST CO History New 344,803 9,257 0.0% 36 +344,803 New Q1 2026 May 08, 2026
LOOMIS SAYLES & CO L P History New 340,203 9,134 0.01% 37 +340,203 New Q1 2026 May 14, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History Added to 340,021 9,129 0.14% 0.19% 38 +44,900 15.21% Q1 2026 Apr 28, 2026
Trexquant Investment LP History New 335,197 9,000 0.06% 39 +335,197 New Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History New 330,685 8,878 0.01% 40 +330,685 New Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 310,838 8,346 0.0% 0.0% 41 -129,672 -29.44% Q1 2026 May 15, 2026
UBS Group AG History Added to 282,003 7,571 0.0% 0.0% 42 +204,961 266.04% Q1 2026 May 05, 2026
Handelsbanken Fonder AB History Reduced 276,000 7,411 0.02% 0.09% 43 -286,000 -50.89% Q1 2026 Apr 28, 2026
ROYAL BANK OF CANADA History Reduced 274,198 7,362 0.0% 0.0% 44 -74,600 -21.39% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 268,219 7,201 0.0% 0.0% 45 +231,378 628.04% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 245,803 6,599 0.0% 0.0% 46 +233,096 1834.39% Q1 2026 May 15, 2026
Summit Creek Advisors LLC History Reduced 234,632 6,299 1.29% 2.1% 47 -29,548 -11.18% Q1 2026 May 06, 2026
JPMORGAN CHASE & CO History Added to 223,989 6,049 0.0% 0.0% 48 +172,337 333.65% Q1 2026 May 13, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Added to 204,662 5,495 0.26% 0.37% 49 +21,071 11.48% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 195,028 5,236 0.07% 0.01% 50 +171,586 731.96% Q1 2026 May 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 183,268 4,950 0.01% 0.03% 51 -91,362 -33.27% Q1 2026 May 07, 2026
Quantinno Capital Management LP History Added to 175,005 4,698 0.01% 0.0% 52 +147,820 543.76% Q1 2026 May 15, 2026
Clearline Capital LP History Added to 174,345 4,681 0.24% 0.06% 53 +150,759 639.19% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 172,307 4,626 0.0% 0.0% 54 -79,317 -31.52% Q1 2026 May 06, 2026
Allspring Global Investments Holdings, LLC History Reduced 173,726 4,593 0.01% 0.08% 55 -803,320 -82.22% Q1 2026 May 05, 2026
Bank of New York Mellon Corp History Added to 166,787 4,478 0.0% 0.0% 56 +25,214 17.81% Q1 2026 May 05, 2026
BLAIR WILLIAM & CO/IL History Added to 164,674 4,421 0.01% 0.02% 57 +15,318 10.26% Q1 2026 May 08, 2026
FIRST MANHATTAN CO. LLC. History Added to 160,975 4,322 0.01% 0.02% 58 +22,755 16.46% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History New 156,796 4,209 0.01% 59 +156,796 New Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 156,265 4,195 0.01% 0.0% 60 +149,897 2353.91% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 148,612 3,990 0.0% 0.0% 61 +35,272 31.12% Q1 2026 Apr 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 139,840 3,754 0.01% 0.02% 62 +233 0.17% Q1 2026 May 14, 2026
Edgestream Partners, L.P. History New 134,491 3,611 0.12% 63 +134,491 New Q1 2026 May 18, 2026
Invesco Ltd. History Added to 122,063 3,277 0.0% 0.0% 64 +31,485 34.76% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Reduced 118,145 3,172 0.0% 0.0% 65 -193,960 -62.15% Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 115,708 3,106 0.0% 66 +115,708 New Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 115,579 3,103 0.0% 0.05% 67 -591,130 -83.65% Q1 2026 Apr 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 111,590 3,081 0.01% 0.0% 68 +48,107 75.78% Q1 2026 Apr 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 110,367 2,963 0.0% 0.0% 69 -1,310 -1.17% Q1 2026 May 13, 2026
XTX Topco Ltd History Added to 107,801 2,894 0.05% 0.07% 70 +54,440 102.02% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 107,035 2,873 0.0% 0.0% 71 +2,776 2.66% Q1 2026 May 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 100,128 2,688 0.0% 0.0% 72 +20,882 26.35% Q1 2026 May 15, 2026
GatePass Capital, LLC History New 98,163 2,635 1.23% 73 +98,163 New Q1 2026 May 06, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 97,335 2,613 0.0% 0.0% 74 +71,313 274.05% Q1 2026 May 15, 2026
Swiss National Bank History Added to 96,800 2,599 0.0% 0.0% 75 +1,000 1.04% Q1 2026 May 07, 2026
Quantbot Technologies LP History Added to 86,168 2,313 0.09% 0.01% 76 +80,914 1540.05% Q1 2026 May 13, 2026
Creative Planning History Added to 78,223 2,100 0.0% 0.0% 77 +50,551 182.68% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 75,357 2,023 0.0% 0.01% 78 -91,618 -54.87% Q1 2026 May 08, 2026
Bridge City Capital, LLC History Reduced 65,042 1,746 0.48% 1.34% 79 -25,647 -28.28% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History New 63,867 1,714 0.05% 80 +63,867 New Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 63,725 1,711 0.0% 0.0% 81 -916 -1.42% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 63,110 1,694 0.0% 0.0% 82 +16,785 36.23% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 62,286 1,672 0.0% 0.0% 83 +43,758 236.17% Q1 2026 May 13, 2026
ExodusPoint Capital Management, LP History Reduced 61,144 1,641 0.01% 0.04% 84 -38,157 -38.43% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 59,348 1,594 0.0% 0.0% 85 +10,742 22.1% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 58,533 1,571 0.02% 86 +58,533 New Q1 2026 May 15, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 57,645 1,547 0.25% 0.46% 87 0 0.0% Q1 2026 Apr 28, 2026
Pathstone Holdings, LLC History Added to 57,253 1,537 0.01% 0.0% 88 +48,211 533.19% Q1 2026 May 11, 2026
Jump Financial, LLC History New 55,100 1,479 0.02% 89 +55,100 New Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 54,871 1,473 0.0% 0.0% 90 +34,693 171.93% Q1 2026 May 15, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 49,957 1,341 0.19% 0.37% 91 -920 -1.81% Q1 2026 Apr 20, 2026
CAPITAL FUND MANAGEMENT S.A. History New 49,522 1,329 0.01% 92 +49,522 New Q1 2026 May 14, 2026
Taylor Frigon Capital Management LLC History Added to 45,297 1,216 0.69% 1.15% 93 +255 0.57% Q1 2026 Apr 29, 2026
BARCLAYS PLC History Reduced 44,383 1,191 0.0% 0.0% 94 -49,780 -52.87% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History Reduced 43,558 1,169 0.07% 0.18% 95 -32,615 -42.82% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 43,533 1,168 0.0% 96 +43,533 New Q1 2026 May 08, 2026
Private Advisor Group, LLC History Added to 42,652 1,145 0.01% 0.01% 97 +82 0.19% Q1 2026 Apr 24, 2026
Legal & General Group Plc History Reduced 41,791 1,122 0.0% 0.0% 98 -9,561 -18.62% Q1 2026 May 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 41,598 1,116 0.0% 0.0% 99 +1,665 4.17% Q1 2026 May 04, 2026
Schonfeld Strategic Advisors LLC History New 40,218 1,079 0.01% 100 +40,218 New Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Reduced 39,389 1,057 0.01% 0.02% 101 -43 -0.11% Q1 2026 May 11, 2026
Holocene Advisors, LP History Reduced 36,720 985 0.0% 0.0% 102 -1,065 -2.82% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 36,206 972 0.0% 0.01% 103 -50,067 -58.03% Q1 2026 May 06, 2026
Roundview Capital LLC History Reduced 35,477 952 0.06% 0.11% 104 -900 -2.47% Q1 2026 May 08, 2026
Brooklyn Investment Group History New 35,336 948 0.03% 105 +35,336 New Q1 2026 Apr 29, 2026
Dynamic Technology Lab Private Ltd History Added to 35,077 941 0.15% 0.1% 106 +26,612 314.38% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Reduced 34,757 933 0.01% 0.03% 107 -8,317 -19.31% Q1 2026 May 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 34,757 933 0.02% 0.1% 108 -8,317 -19.31% Q1 2026 Apr 27, 2026
RAYMOND JAMES FINANCIAL INC History Added to 34,211 918 0.0% 0.0% 109 +14,127 70.34% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 33,919 910 0.0% 0.0% 110 -37,209 -52.31% Q1 2026 May 11, 2026
ALGERT GLOBAL LLC History New 33,025 887 0.01% 111 +33,025 New Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Reduced 32,377 869 0.0% 0.0% 112 -3,567 -9.92% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Reduced 30,368 815 0.0% 0.0% 113 -754 -2.42% Q1 2026 May 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 28,887 776 0.01% 0.02% 114 -19,514 -40.32% Q1 2026 May 04, 2026
LPL Financial LLC History Reduced 28,860 774 0.0% 0.0% 115 -8,862 -23.49% Q1 2026 May 06, 2026
Numerai GP LLC History Added to 28,654 769 0.08% 0.17% 116 +7 0.02% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 27,594 740 0.0% 0.01% 117 -194 -0.7% Q1 2026 May 14, 2026
OXFORD ASSET MANAGEMENT LLP History New 27,001 724 0.31% 118 +27,001 New Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 26,652 715 0.01% 119 +26,652 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 26,328 706 0.0% 120 +26,328 New Q1 2026 May 08, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 24,038 645 0.0% 0.0% 121 -34 -0.14% Q1 2026 May 15, 2026
EntryPoint Capital, LLC History New 24,002 644 0.19% 122 +24,002 New Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History Added to 23,896 641 0.0% 0.0% 123 +1,942 8.85% Q1 2026 May 13, 2026
Gotham Asset Management, LLC History Added to 23,705 636 0.0% 0.0% 124 +18,417 348.28% Q1 2026 May 15, 2026
Schneider Downs Wealth Management Advisors, LP History No change 23,215 623 0.07% 0.13% 125 0 0.0% Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Reduced 22,483 603 0.0% 0.0% 126 -396 -1.73% Q1 2026 Apr 20, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 22,257 597 0.0% 0.0% 127 -1,657 -6.93% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 11,728 591 0.03% 0.03% 128 0 0.0% Q4 2025 Feb 09, 2026
JANUS HENDERSON GROUP PLC History Reduced 21,663 581 0.0% 0.02% 129 -889,050 -97.62% Q1 2026 May 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 20,862 560 0.0% 0.0% 130 +1,897 10.0% Q1 2026 Apr 27, 2026
Vanguard Personalized Indexing Management, LLC History Added to 20,072 538 0.01% 0.01% 131 +2,831 16.42% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Reduced 20,022 537 0.0% 0.0% 132 -19,071 -48.78% Q1 2026 May 14, 2026
Inspire Investing, LLC History Added to 19,204 515 0.04% 0.04% 133 +9,970 107.97% Q1 2026 Apr 23, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 18,203 488 0.04% 134 +18,203 New Q1 2026 May 15, 2026
Callan Family Office, LLC History Added to 17,094 458 0.01% 0.02% 135 +247 1.47% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History New 16,706 448 0.0% 136 +16,706 New Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History New 16,584 445 0.03% 137 +16,584 New Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History Added to 16,300 437 0.0% 0.0% 138 +6,000 58.25% Q1 2026 Apr 29, 2026
GLENMEDE TRUST CO NA History No change 8,569 432 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 17, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 16,020 430 0.17% 0.3% 140 0 0.0% Q1 2026 Apr 24, 2026
EQUITABLE TRUST CO History Reduced 15,803 424 0.02% 0.04% 141 -199 -1.24% Q1 2026 Apr 30, 2026
Centiva Capital, LP History New 15,454 414 0.0% 142 +15,454 New Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 14,972 401 0.0% 0.0% 143 +1,638 12.28% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 14,880 399 0.0% 0.0% 144 +6,089 69.26% Q1 2026 May 15, 2026
Chicago Wealth Management, Inc. History No change 14,000 375 0.15% 0.28% 145 0 0.0% Q1 2026 May 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,619 365 0.0% 0.0% 146 0 0.0% Q1 2026 May 08, 2026
Dodds Wealth, LLC History Added to 13,542 363 0.09% 0.11% 147 +4,800 54.91% Q1 2026 May 08, 2026
Arizona State Retirement System History Added to 13,478 361 0.0% 0.0% 148 +5 0.04% Q1 2026 May 01, 2026
Bleakley Financial Group, LLC History New 13,354 358 0.01% 149 +13,354 New Q1 2026 May 04, 2026
Graham Capital Management, L.P. History New 13,303 357 0.01% 150 +13,303 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 13,094 351 0.0% 0.01% 151 0 0.0% Q1 2026 Apr 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 12,511 335 0.0% 0.01% 152 -7,601 -37.79% Q1 2026 May 08, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 12,096 324 0.02% 0.05% 153 -7,594 -38.57% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 12,078 324 0.0% 0.0% 154 +4,960 69.68% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History New 12,028 322 0.0% 155 +12,028 New Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 11,964 321 0.01% 0.0% 156 +11,873 13047.25% Q1 2026 May 13, 2026
Vanguard Investments Australia, Ltd. History New 11,653 312 0.0% 157 +11,653 New Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 11,276 302 0.0% 0.0% 158 +1,346 13.55% Q1 2026 May 15, 2026
Atom Investors LP History New 10,988 295 0.02% 159 +10,988 New Q1 2026 May 15, 2026
Caprock Group, LLC History Added to 10,479 281 0.01% 0.01% 161 +237 2.31% Q1 2026 May 11, 2026
COMERICA BANK History No change 5,570 281 0.0% 0.0% 160 0 0.0% Q4 2025 Jan 29, 2026
Legato Capital Management LLC History No change 10,359 278 0.03% 0.04% 162 0 0.0% Q1 2026 May 14, 2026
CAXTON ASSOCIATES LLP History New 10,278 275 0.01% 163 +10,278 New Q1 2026 May 14, 2026
RBF Capital, LLC History No change 10,000 268 0.01% 0.02% 164 0 0.0% Q1 2026 May 18, 2026
Helium Advisors LLC History Reduced 9,800 263 0.25% 0.76% 165 -5,000 -33.78% Q1 2026 May 05, 2026
Smith & Howard Wealth Management, LLC History New 9,616 258 0.06% 167 +9,616 New Q1 2026 Apr 27, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 9,581 258 0.05% 0.1% 166 -2,688 -21.91% Q1 2026 May 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 9,561 256 0.01% 168 +9,561 New Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 8,712 233 0.0% 0.0% 169 -270 -3.01% Q1 2026 May 12, 2026
Valtinson Bruner Financial Planning LLC History No change 8,678 233 0.06% 0.13% 170 0 0.0% Q1 2026 May 05, 2026
CWM, LLC History Added to 8,388 225 0.0% 0.0% 171 +6,813 432.57% Q1 2026 May 14, 2026
Headlands Technologies LLC History New 8,328 223 0.03% 172 +8,328 New Q1 2026 May 13, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 8,133 218 0.05% 173 +8,133 New Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History No change 8,047 216 0.0% 0.0% 174 0 0.0% Q1 2026 Apr 22, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 4,110 207 0.01% 0.01% 175 0 0.0% Q4 2025 Jan 27, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 7,686 206 0.01% 176 +7,686 New Q1 2026 Apr 28, 2026
Scientech Research LLC History New 7,624 204 0.17% 177 +7,624 New Q1 2026 May 15, 2026
FourThought Financial Partners, LLC History New 7,570 203 0.02% 178 +7,570 New Q1 2026 May 07, 2026
Kestra Advisory Services, LLC History No change 7,509 201 0.0% 0.0% 179 0 0.0% Q1 2026 Apr 30, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 7,476 200 0.05% 181 +7,476 New Q1 2026 May 15, 2026
COMMERCE BANK History Reduced 7,457 200 0.0% 0.0% 180 -174 -2.28% Q1 2026 May 11, 2026
SIMPLEX TRADING, LLC History Added to 6,687 179 0.0% 0.0% 182 +6,334 1794.33% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 6,525 175 0.0% 0.0% 183 +206 3.26% Q1 2026 May 01, 2026
CANADA LIFE ASSURANCE Co History No change 5,820 157 0.0% 0.0% 184 0 0.0% Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 5,397 144 0.0% 0.0% 185 -14,471 -72.84% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 4,742 127 0.0% 0.03% 186 -153,096 -97.0% Q1 2026 May 14, 2026
CBIZ Investment Advisory Services, LLC History No change 4,710 126 0.0% 0.01% 187 0 0.0% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,540 121 0.0% 0.0% 188 +430 10.46% Q1 2026 May 08, 2026
Larson Financial Group LLC History Added to 4,402 118 0.0% 0.01% 189 +721 19.59% Q1 2026 May 15, 2026
Bayforest Capital Ltd History New 4,284 115 0.13% 190 +4,284 New Q1 2026 Apr 15, 2026
Ameritas Investment Partners, Inc. History No change 4,128 110 0.0% 0.01% 191 0 0.0% Q1 2026 May 13, 2026
HHM Wealth Advisors, LLC History New 4,000 107 0.01% 192 +4,000 New Q1 2026 Apr 17, 2026
Ensign Peak Advisors, Inc History No change 3,948 106 0.0% 0.0% 193 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 3,871 103 0.0% 0.0% 194 +2,043 111.76% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 3,540 95 0.0% 0.0% 195 0 0.0% Q1 2026 Apr 20, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,409 89 0.0% 0.0% 196 +3,042 828.88% Q1 2026 May 15, 2026
TRUST CO OF VERMONT History No change 1,650 83 0.0% 0.0% 197 0 0.0% Q4 2025 Jan 16, 2026
DekaBank Deutsche Girozentrale History No change 3,040 82 0.0% 0.0% 198 0 0.0% Q1 2026 May 07, 2026
Versant Capital Management, Inc History Added to 3,022 81 0.01% 0.0% 199 +2,412 395.41% Q1 2026 Apr 06, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,631 70 0.0% 0.0% 200 -24 -0.9% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,102 56 0.0% 0.0% 201 +71 3.5% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Reduced 1,981 53 0.0% 0.0% 202 -153 -7.17% Q1 2026 May 15, 2026
KBC Group NV History No change 1,611 43 0.0% 0.0% 203 0 0.0% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 1,512 40 0.0% 0.0% 204 +1,315 667.51% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 1,377 36 0.0% 0.0% 206 +1,347 4490.0% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 1,369 36 0.0% 0.0% 205 -22 -1.58% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 1,276 34 0.0% 0.0% 207 +988 343.06% Q1 2026 Apr 06, 2026
SIGNATUREFD, LLC History Added to 1,259 33 0.0% 0.0% 208 +642 104.05% Q1 2026 Apr 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 1,100 29 0.0% 209 +1,100 New Q1 2026 May 11, 2026
Johnson Financial Group, Inc. History No change 1,005 26 0.0% 0.0% 210 0 0.0% Q1 2026 May 07, 2026
Destiny Wealth Partners, LLC History New 913 24 0.0% 213 +913 New Q1 2026 May 11, 2026
Allworth Financial LP History Added to 902 24 0.0% 212 +893 9922.22% Q1 2026 May 14, 2026
ASSETMARK, INC History Reduced 905 24 0.0% 0.0% 211 -4 -0.44% Q1 2026 May 06, 2026
Farther Finance Advisors, LLC History Added to 900 23 0.0% 0.0% 215 +807 867.74% Q1 2026 Apr 07, 2026
Fortis Group Advisors, LLC History No change 875 23 0.0% 0.01% 214 0 0.0% Q1 2026 May 08, 2026
BNP Paribas Asset Management Holding S.A. History Added to 813 21 0.0% 0.0% 216 +175 27.43% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History Added to 726 19 0.0% 0.0% 217 +161 28.5% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History Added to 530 14 0.0% 0.0% 218 +30 6.0% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 514 13 0.0% 0.0% 221 -140 -21.41% Q1 2026 May 11, 2026
Ancora Advisors LLC History No change 500 13 0.0% 0.0% 219 0 0.0% Q1 2026 May 15, 2026
Trust Co History No change 500 13 0.0% 0.0% 220 0 0.0% Q1 2026 Apr 13, 2026
State of Wyoming History Reduced 461 12 0.0% 0.0% 222 -47 -9.25% Q1 2026 May 13, 2026
MAI Capital Management History Reduced 439 11 0.0% 0.0% 223 -1,424 -76.44% Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 423 11 0.0% 0.0% 224 +127 42.91% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 206 10 0.0% 0.0% 225 0 0.0% Q4 2025 Feb 06, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 349 9 0.0% 0.0% 226 +247 242.16% Q1 2026 Apr 28, 2026
Sterling Capital Management LLC History Reduced 318 8 0.0% 0.02% 227 -22,861 -98.63% Q1 2026 Apr 22, 2026
Rockefeller Capital Management L.P. History Reduced 325 8 0.0% 0.0% 228 -343 -51.35% Q1 2026 May 14, 2026
SouthState Bank Corp History No change 265 7 0.0% 0.0% 229 0 0.0% Q1 2026 May 05, 2026
Parallel Advisors, LLC History Added to 242 6 0.0% 0.0% 231 +181 296.72% Q1 2026 May 07, 2026
CIBC Private Wealth Group LLC History No change 123 6 0.0% 0.0% 230 0 0.0% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History New 195 5 0.0% 235 +195 New Q1 2026 Apr 13, 2026
J.Safra Asset Management Corp History Added to 215 5 0.0% 0.0% 233 +165 330.0% Q1 2026 May 04, 2026
Optiver Holding B.V. History Reduced 204 5 0.0% 0.0% 234 -22 -9.73% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 220 5 0.0% 0.0% 232 0 0.0% Q1 2026 May 08, 2026
Essential Partners LLC History Added to 165 4 0.0% 240 +157 1962.5% Q1 2026 May 21, 2026
Private Wealth Management Group, LLC History New 149 4 0.0% 241 +149 New Q1 2026 Apr 23, 2026
Covestor Ltd History Added to 144 4 0.0% 238 +142 7100.0% Q1 2026 May 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 164 4 0.0% 0.0% 237 +115 234.69% Q1 2026 May 07, 2026
CENTRAL TRUST Co History No change 174 4 0.0% 0.0% 236 0 0.0% Q1 2026 Apr 17, 2026
SageView Advisory Group, LLC History No change 80 4 0.0% 0.0% 239 0 0.0% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History New 114 3 0.0% 245 +114 New Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 117 3 0.0% 0.0% 242 -19 -13.97% Q1 2026 May 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 144 3 0.0% 0.0% 243 0 0.0% Q1 2026 May 12, 2026
Nvest Wealth Strategies, Inc. History No change 125 3 0.0% 0.0% 244 0 0.0% Q1 2026 Apr 13, 2026
NATIONAL BANK OF CANADA /FI/ History New 111 2 0.0% 248 +111 New Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History Added to 100 2 0.0% 246 +90 900.0% Q1 2026 May 11, 2026
Avion Wealth History New 87 2 0.0% 249 +87 New Q1 2026 May 01, 2026
Kilter Group LLC History Added to 103 2 0.0% 0.0% 247 +65 171.05% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 41 1 0.0% 0.0% 250 -13,208 -99.69% Q1 2026 May 07, 2026
Bell Investment Advisors, Inc History Added to 55 1 0.0% 251 +44 400.0% Q1 2026 Apr 17, 2026
JPL Wealth Management, LLC History New 44 1 0.0% 254 +44 New Q1 2026 May 08, 2026
WHITTIER TRUST CO OF NEVADA INC History New 43 1 0.0% 253 +43 New Q1 2026 Apr 28, 2026
WealthCollab, LLC History No change 45 1 0.0% 0.0% 252 0 0.0% Q1 2026 May 13, 2026
Capital Research Global Investors History Closed out 0 0 0.03% -2,914,541 -100.0% Q1 2026 May 13, 2026
Durable Capital Partners LP History Closed out 0 0 0.78% -1,631,969 -100.0% Q1 2026 May 15, 2026
Capital World Investors History Closed out 0 0 0.01% -919,902 -100.0% Q1 2026 May 13, 2026
Premier Fund Managers Ltd History Closed out 0 0 1.82% -614,524 -100.0% Q1 2026 May 14, 2026
Granite Investment Partners, LLC History Closed out 0 0 0.91% -302,969 -100.0% Q1 2026 Apr 30, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Closed out 0 0 0.02% -228,952 -100.0% Q1 2026 May 15, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History Closed out 0 0 0.42% -101,585 -100.0% Q1 2026 May 13, 2026
Mawer Investment Management Ltd. History Closed out 0 0 0.03% -97,223 -100.0% Q1 2026 May 06, 2026
Magnetar Financial LLC History Closed out 0 0 0.03% -66,761 -100.0% Q1 2026 May 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Closed out 0 0 0.01% -52,947 -100.0% Q1 2026 May 08, 2026
Pacific Capital Partners Ltd History Closed out 0 0 2.34% -43,750 -100.0% Q1 2026 Apr 09, 2026
State of New Jersey Common Pension Fund D History Closed out 0 0 0.01% -43,051 -100.0% Q1 2026 May 05, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -35,584 -100.0% Q1 2026 May 15, 2026
CenterBook Partners LP History Closed out 0 0 0.08% -31,849 -100.0% Q1 2026 May 05, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.1% -27,466 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -26,645 -100.0% Q1 2026 May 15, 2026
ANCHOR CAPITAL ADVISORS LLC History Closed out 0 0 0.03% -19,632 -100.0% Q1 2026 May 12, 2026
Cynosure Group, LLC History Closed out 0 0 0.1% -19,015 -100.0% Q1 2026 May 13, 2026
First Eagle Investment Management, LLC History Closed out 0 0 0.0% -11,908 -100.0% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -11,155 -100.0% Q1 2026 Apr 27, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Closed out 0 0 0.0% -10,997 -100.0% Q1 2026 May 11, 2026
Bancreek Capital Management, LP History Closed out 0 0 2.02% -9,647 -100.0% Q1 2026 May 05, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -9,032 -100.0% Q1 2026 Apr 24, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 0.01% -9,009 -100.0% Q1 2026 May 08, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -8,198 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -7,563 -100.0% Q1 2026 May 15, 2026
FIDUCIARY TRUST CO History Closed out 0 0 0.0% -6,570 -100.0% Q1 2026 May 15, 2026
FIRST NATIONAL BANK OF OMAHA History Closed out 0 0 0.01% -5,966 -100.0% Q1 2026 May 11, 2026
Invst, LLC History Closed out 0 0 0.03% -5,829 -100.0% Q1 2026 May 13, 2026
Cetera Investment Advisers History Closed out 0 0 0.0% -5,825 -100.0% Q1 2026 May 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.02% -5,603 -100.0% Q1 2026 May 15, 2026
Yarbrough Capital, LLC History Closed out 0 0 0.01% -5,462 -100.0% Q1 2026 Apr 13, 2026
Neuberger Berman Group LLC History Closed out 0 0 0.0% -5,445 -100.0% Q1 2026 May 14, 2026
Optimize Financial Inc History Closed out 0 0 0.14% -5,372 -100.0% Q1 2026 May 12, 2026
Ifrah Financial Services, Inc. History Closed out 0 0 0.07% -5,155 -100.0% Q1 2026 Apr 22, 2026
Focus Partners Wealth History Closed out 0 0 0.0% -4,547 -100.0% Q1 2026 May 14, 2026
Next Capital Management LLC History Closed out 0 0 0.07% -4,500 -100.0% Q1 2026 May 07, 2026
CAPTRUST FINANCIAL ADVISORS History Closed out 0 0 0.0% -4,456 -100.0% Q1 2026 May 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Closed out 0 0 0.04% -4,217 -100.0% Q1 2026 Apr 21, 2026
Mayflower Financial Advisors, LLC History Closed out 0 0 0.03% -4,176 -100.0% Q1 2026 Apr 23, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Closed out 0 0 0.03% -4,015 -100.0% Q1 2026 Apr 16, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,552 -100.0% Q1 2026 May 08, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 0.01% -1,400 -100.0% Q1 2026 May 15, 2026
Neo Ivy Capital Management History Closed out 0 0 0.01% -1,079 -100.0% Q1 2026 May 15, 2026
Vestcor Inc History Closed out 0 0 0.0% -971 -100.0% Q1 2026 May 12, 2026
Torren Management, LLC History Reduced 24 0 0.02% -931 -97.49% Q1 2026 Apr 30, 2026