Vault-13

CBIZ INC CBZ

COM · Common Stock · CUSIP 124805102

National provider of financial, insurance and advisory services in the U.S.

286 institutional holders +10 vs Q2 2024
45,383,74945.4m shares reported held*
90.4% of all shares outstanding*
$3.1bnreported value*
45 new 107 added 73 reduced 36 sold out net sold ≈ $67.5m (-1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.2m this quarter). Holder counts are more reliable. Shares outstanding: 50.2m as of 2024-11-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $67.30. Options: 4 managers hold calls ($732.7k notional), 2 hold puts ($20.2k).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 209Q4 22: 228Q1 23: 228Q2 23: 234Q3 23: 245Q4 23: 260Q1 24: 269Q2 24: 276Q3 24: 286286Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022209
Q4 2022228
Q1 2023228
Q2 2023234
Q3 2023245
Q4 2023260
Q1 2024269
Q2 2024276
Q3 2024286

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 97 bought or addedQ4 22: 101 cut or sold outQ1 23: 107 bought or addedQ1 23: 94 cut or sold outQ1 23Q2 23: 102 bought or addedQ2 23: 101 cut or sold outQ3 23: 114 bought or addedQ3 23: 106 cut or sold outQ3 23Q4 23: 117 bought or addedQ4 23: 110 cut or sold outQ1 24: 114 bought or addedQ1 24: 139 cut or sold outQ1 24Q2 24: 123 bought or addedQ2 24: 115 cut or sold outQ3 24: 152 bought or addedQ3 24: 109 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 202297101
Q1 202310794
Q2 2023102101
Q3 2023114106
Q4 2023117110
Q1 2024114139
Q2 2024123115
Q3 2024152109

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ4 23 calls: $2.9mQ4 23 puts: $243.8kQ4 23P/C 0.08Q1 24 calls: $4.2mQ1 24 puts: $149.2kQ1 24P/C 0.04Q2 24 calls: $1.3mQ2 24 puts: $7.4kQ2 24P/C 0.01Q3 24 calls: $732.7kQ3 24 puts: $20.2kQ3 24P/C 0.03
Numbers
QuarterCallsPutsP/C
Q4 2023$2.9m$243.8k0.08
Q1 2024$4.2m$149.2k0.04
Q2 2024$1.3m$7.4k0.01
Q3 2024$732.7k$20.2k0.03

Biggest buyers

P2 Capital Partners, LLC Added +696,524+696.5k
GENEVA CAPITAL MANAGEMENT LLC New +282,914+282.9k
Handelsbanken Fonder AB Added +280,000+280.0k
MORGAN STANLEY Added +167,607+167.6k
Bank Julius Baer & Co. Ltd, Zurich Added +132,042+132.0k
FMR LLC Added +127,822+127.8k
Capital Research Global Investors Added +114,396+114.4k
BLAIR WILLIAM & CO/IL Added +100,826+100.8k
Qube Research & Technologies Ltd Added +100,602+100.6k
Premier Fund Managers Ltd Added +100,000+100.0k

Biggest sellers

Select Equity Group, L.P. Sold out -1,130,568-1.1m
Mawer Investment Management Ltd. Reduced -585,934-585.9k
NEUBERGER BERMAN GROUP LLC Reduced -378,034-378.0k
FIL Ltd Sold out -318,776-318.8k
ArrowMark Colorado Holdings LLC Sold out -219,893-219.9k
NEUMEIER POMA INVESTMENT COUNSEL LLC Reduced -217,040-217.0k
WCM INVESTMENT MANAGEMENT, LLC Sold out -202,136-202.1k
Burgundy Asset Management Ltd. Reduced -169,886-169.9k
Paradice Investment Management LLC Sold out -160,227-160.2k
NORGES BANK Reduced -134,117-134.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $471.0k7.0k shares
CITADEL ADVISORS LLC Reduced $255.7k3.8k shares
SIMPLEX TRADING, LLC Reduced $6.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $20.2k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution -6.7 pts · filed 2026-08-07 8.3% -6.7 pts 4.5m≈ $143.2m 2026-08-07
BANK OF MONTREAL /CAN/ 13G · institution new · filed 2026-05-13 6.4% new 3.5m≈ $112.5m 2026-05-13
Winn David Randall 13G · passive investor new · filed 2025-05-08 5.2% new 2.8m≈ $90.0m 2025-05-08

Fell to 5% or below in the last year: Capital Research Global Investors (0.0%, 2026-05-14), MORGAN STANLEY (3.0%, 2026-05-11), VANGUARD GROUP INC (0.0%, 2026-03-26), Durable Capital Partners LP (3.0%, 2026-02-17)

Insider purchases and sales in Q3 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 22: 0 buyingQ4 22: 2 sellingQ1 23: 0 buyingQ1 23: 3 sellingQ1 23Q2 23: 0 buyingQ2 23: 2 sellingQ3 23: 0 buyingQ3 23: 2 sellingQ3 23Q4 23: 0 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20220—2$2.5m—
Q1 20230—3$8.3m—
Q2 20230—2$2.3m—
Q3 20230—2$1.5m—
Q4 20230—1$1.5m—
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——

None reported in Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 4,672,6724.7m $314.4m $314.4m 0.01% Added +33.2k +33,188
2 Capital Research Global Investors 0.05% of their portfolio Los Angeles, CA 3,931,9753.9m $264.6m $264.6m 0.05% Added +114.4k +114,396
3 BlackRock, Inc. 0.01% of their portfolio New York, NY 3,629,2223.6m $244.2m $244.2m 0.01% First filing
4 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 3,114,7293.1m $209.6m $209.6m 0.02% Added +167.6k +167,607
5 Burgundy Asset Management Ltd. 1.37% of their portfolio Toronto, A6 2,050,1272.1m $138.0m $138.0m 1.37% Reduced -169.9k -169,886
6 P2 Capital Partners, LLC 13.83% of their portfolio New York, NY 1,800,5321.8m $121.2m $121.2m 13.83% Added +696.5k +696,524
7 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,496,6681.5m $100.7m $100.7m 0.02% Reduced -116.8k -116,833
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,409,7761.4m $94.9m $94.9m 0.00% Added +98.0k +97,958
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,130,8481.1m $76.1m $76.1m 0.00% Added +10.6k +10,555
10 Allspring Global Investments Holdings, LLC 0.12% of their portfolio CHARLOTTE, NC 1,125,7661.1m $75.8m $75.8m 0.12% Added +11.4k +11,401
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,109,0741.1m $74.6m $74.6m 0.01% Added +11.6k +11,615
12 BloombergSen Inc. 5.90% of their portfolio TORONTO, A6 1,040,3321.0m $70.0m $70.0m 5.90% Unchanged
13 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 934,177934.2k $62.9m $62.9m 0.01% Added +12.6k +12,636
14 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.40% of their portfolio NEW YORK, NY 865,917865.9k $58.3m $58.3m 0.40% Reduced -12.1k -12,063
15 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 824,800824.8k $55.5m $55.5m 0.01% Added +1.5k +1,478
16 GW&K Investment Management, LLC 0.47% of their portfolio BOSTON, MA 818,228818.2k $55.1m $55.1m 0.47% Reduced -21.5k -21,501
17 Premier Fund Managers Ltd 1.93% of their portfolio GUILDFORD, X0 813,698813.7k $54.4m $54.4m 1.93% Added +100.0k +100,000
18 NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio NEW YORK, NY 811,156811.2k $54.6m $54.6m 0.04% Reduced -378.0k -378,034
19 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 758,510758.5k $51.0m $51.0m 0.01% Reduced -19.1k -19,059
20 FMR LLC 0.00% of their portfolio BOSTON, MA 594,660594.7k $40.0m $40.0m 0.00% Added +127.8k +127,822
21 Granite Investment Partners, LLC 1.68% of their portfolio EL SEGUNDO, CA 584,378584.4k $39.3m $39.3m 1.68% Added +3.5k +3,476
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 525,330525.3k $35.3m $35.3m 0.01% Added +9.9k +9,872
23 MACQUARIE GROUP LTD 0.03% of their portfolio Sydney, NSW 2000, C3 472,851472.9k $31.8m $31.8m 0.03% Reduced -43.8k -43,847
24 NEUMEIER POMA INVESTMENT COUNSEL LLC 2.85% of their portfolio CARMEL, CA 445,200445.2k $30.0m $30.0m 2.85% Reduced -217.0k -217,040
25 Fenimore Asset Management Inc 0.59% of their portfolio Cobleskill, NY 432,431432.4k $29.1m $29.1m 0.59% Reduced -16.1k -16,105
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 417,744417.7k $28.1m $28.1m 0.00% Added +5.2k +5,206
27 BLAIR WILLIAM & CO/IL 0.08% of their portfolio CHICAGO, IL 405,842405.8k $27.3m $27.3m 0.08% Added +100.8k +100,826
28 BESSEMER GROUP INC 0.04% of their portfolio WOODBRIDGE, NJ 400,204400.2k $26.9m $26.9m 0.04% Added +59.0k +59,005
29 Artemis Investment Management LLP 0.34% of their portfolio EDINBURGH, X0 332,534332.5k $22.4m $22.4m 0.34% Added +61.8k +61,754
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 306,918306.9k $20.7m $20.7m 0.00% Reduced -51.9k -51,928
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 299,114299.1k $20.1m $20.1m 0.00% Added +92.8k +92,768
32 Handelsbanken Fonder AB 0.08% of their portfolio STOCKHOLM, V7 292,000292.0k $19.6m $19.6m 0.08% Added +280.0k +280,000
33 GENEVA CAPITAL MANAGEMENT LLC 0.32% of their portfolio MILWAUKEE, WI 282,914282.9k $19.0m $19.0m 0.32% New
34 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.07% of their portfolio DENVER, CO 268,009268.0k $18.0m $18.0m 0.07% Reduced -72.1k -72,115
35 Qube Research & Technologies Ltd 0.03% of their portfolio LONDON, X0 264,346264.3k $17.8m $17.8m 0.03% Added +100.6k +100,602
36 Summit Creek Advisors LLC 2.32% of their portfolio MINNEAPOLIS, MN 253,641253.6k $17.1m $17.1m 2.32% Added +36.9k +36,873
37 Mawer Investment Management Ltd. 0.06% of their portfolio CALGARY, A0 205,628205.6k $13.8m $13.8m 0.06% Reduced -585.9k -585,934
38 ROYCE & ASSOCIATES LP 0.12% of their portfolio New York, NY 195,181195.2k $13.1m $13.1m 0.12% Unchanged
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 193,496193.5k $13.0m $13.0m 0.00% Added +21.4k +21,360
40 Fiera Capital Corp 0.04% of their portfolio MONTREAL, A8 178,355178.4k $12.0m $12.0m 0.04% Added +3.5k +3,475
41 NORGES BANK 0.00% of their portfolio OSLO, Q8 158,603158.6k $10.7m $10.7m 0.00% Reduced -134.1k -134,117
42 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 150,699150.7k $10.1m $10.1m 0.00% Reduced -36.8k -36,799
43 Bancreek Capital Management, LP 6.38% of their portfolio SANTA MONICA, CA 150,212150.2k $10.1m $10.1m 6.38% Added +49.6k +49,629
44 FIRST MANHATTAN CO. LLC. 0.03% of their portfolio NEW YORK, NY 146,130146.1k $9.8m $9.8m 0.03% Reduced -275 -275
45 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 135,637135.6k $9.1m $9.1m 0.00% Added +13.3k +13,321
46 Bank Julius Baer & Co. Ltd, Zurich 0.03% of their portfolio ZURICH, V8 132,924132.9k $9.1m $9.1m 0.03% Added +132.0k +132,042
47 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 131,511131.5k $8.8m $8.8m 0.00% Reduced -37.2k -37,174
48 SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio CHICAGO, IL 123,899123.9k $8.3m $8.3m 0.11% Reduced -5.1k -5,056
49 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 120,155120.2k $8.1m $8.1m 0.03% Added +12.9k +12,867
50 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 117,784117.8k $7.9m $7.9m 0.00% Reduced -11.2k -11,157
51 Pacific Capital Partners Ltd 4.43% of their portfolio LONDON, X0 112,500112.5k $7.6m $7.6m 4.43% Added +25.0k +25,000
52 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 108,459108.5k $7.3m $7.3m 0.02% Added +1.1k +1,121
53 Edgestream Partners, L.P. 0.31% of their portfolio Princeton, NJ 105,842105.8k $7.1m $7.1m 0.31% Added +20.9k +20,906
54 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 98,82398.8k $6.6m $6.6m 0.02% Reduced -1.8k -1,800
55 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 91,79091.8k $6.2m $6.2m 0.01% New
56 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 90,19690.2k $6.1m $6.1m 0.01% Added +70.1k +70,132
57 Swiss National Bank 0.00% of their portfolio ZURICH, V8 88,30088.3k $5.9m $5.9m 0.00% Unchanged
58 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 86,19486.2k $5.8m $5.8m 0.02% Added +8.0k +8,032
59 Squarepoint Ops LLC 0.02% of their portfolio NEW YORK, NY 85,98286.0k $5.8m $5.8m 0.02% New
60 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 85,96486.0k $5.8m $5.8m 0.00% Added +2.7k +2,664
61 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 83,47983.5k $5.6m $5.6m 0.01% Reduced -3.5k -3,507
62 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 80,00180.0k $5.4m $5.4m 0.00% New
63 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 78,71178.7k $5.3m $5.3m 0.00% Added +61.7k +61,679
64 Bridge City Capital, LLC 1.44% of their portfolio LAKE OSWEGO, OR 78,02878.0k $5.3m $5.3m 1.44% Added +21.1k +21,070
65 ARGENT CAPITAL MANAGEMENT LLC 0.14% of their portfolio ST LOUIS, MO 75,98176.0k $5.1m $5.1m 0.14% Added +2.8k +2,767
66 STRS OHIO 0.02% of their portfolio COLUMBUS, OH 74,00074.0k $5.0m $5.0m 0.02% Added +200 +200
67 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 73,77073.8k $5.0m $5.0m 0.02% Added +360 +360
68 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 70,81970.8k $4.8m $4.8m 0.00% Reduced -12.4k -12,444
69 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 69,21069.2k $4.7m $4.7m 0.00% Reduced -3.1k -3,088
70 Engineers Gate Manager LP 0.08% of their portfolio NEW YORK, NY 61,66261.7k $4.1m $4.1m 0.08% Added +58.8k +58,819
71 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.87% of their portfolio BERMUDA RUN, NC 57,64557.6k $3.9m $3.9m 0.87% Unchanged
72 Cubist Systematic Strategies, LLC 0.06% of their portfolio STAMFORD, CT 56,85356.9k $3.8m $3.8m 0.06% New
73 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 55,76955.8k $3.8m $3.8m 0.00% Reduced -4.8k -4,770
74 RICE HALL JAMES & ASSOCIATES, LLC 0.20% of their portfolio San Diego, CA 55,07655.1k $3.7m $3.7m 0.20% Reduced -96 -96
75 Legal & General Group Plc 0.00% of their portfolio London, X0 54,01654.0k $3.6m $3.6m 0.00% Added +2.5k +2,465
76 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 53,39153.4k $3.6m $3.6m 0.00% Unchanged
77 UBS Group AG 0.00% of their portfolio ZURICH, V8 53,37153.4k $3.6m $3.6m 0.00% Reduced -4.3k -4,261
78 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 53,20453.2k $3.6m $3.6m 0.00% Added +35.8k +35,768
79 TWINBEECH CAPITAL LP 0.07% of their portfolio PURCHASE, NY 52,99553.0k $3.6m $3.6m 0.07% Added +39.4k +39,429
80 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 51,63951.6k $3.5m $3.5m 0.00% Reduced -9.6k -9,594
81 CHATHAM CAPITAL GROUP, INC. 0.57% of their portfolio SAVANNAH, GA 51,53251.5k $3.5m $3.5m 0.57% Added +95 +95
82 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 50,50050.5k $3.4m $3.4m 0.01% Reduced -81.1k -81,149
83 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 47,94347.9k $3.2m $3.2m 0.00% Added +8.7k +8,695
84 Campbell & CO Investment Adviser LLC 0.23% of their portfolio BALTIMORE, MD 46,80846.8k $3.1m $3.1m 0.23% Added +42.9k +42,946
85 DARK FOREST CAPITAL MANAGEMENT LP 0.38% of their portfolio NEW YORK, NY 44,75744.8k $3.0m $3.0m 0.38% Added +25.9k +25,927
86 Roundview Capital LLC 0.22% of their portfolio PRINCETON, NJ 44,37844.4k $3.0m $3.0m 0.22% Reduced -6.0k -6,033
87 THOMPSON SIEGEL & WALMSLEY LLC 0.04% of their portfolio RICHMOND, VA 43,91243.9k $3.0m $3.0m 0.04% Reduced -13.7k -13,700
88 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 43,65743.7k $2.9m $2.9m 0.00% Added +656 +656
89 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 43,25343.3k $2.9m $2.9m 0.02% Reduced -63 -63
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 42,86942.9k $2.9m $2.9m 0.00% Reduced -1.3k -1,269
91 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 39,13139.1k $2.6m $2.6m 0.03% New
92 Quantbot Technologies LP 0.10% of their portfolio NEW YORK, NY 38,85038.9k $2.6m $2.6m 0.10% Added +35.2k +35,188
93 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 36,85236.9k $2.5m $2.5m 0.00% Added +5.6k +5,634
94 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 36,80036.8k $2.5m $2.5m 0.01% Added +15.2k +15,200
95 Advantage Alpha Capital Partners LP 0.55% of their portfolio SAN FRANCISCO, CA 36,16836.2k $2.4m $2.4m 0.55% New
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,84134.8k $2.3m $2.3m 0.00% Reduced -23.8k -23,783
97 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 34,78934.8k $2.3m $2.3m 0.00% Reduced -9.3k -9,329
98 EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio Oklahoma City, OK 33,19333.2k $2.2m $2.2m 0.05% Added +12.2k +12,238
99 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,81731.8k $2.1m $2.1m 0.00% Added +2 +2
100 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 31,79331.8k $2.1m $2.1m 0.03% Added +6.2k +6,206