Vault-13

CBIZ INC CBZ

COM · Common Stock · CUSIP 124805102

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

282 institutional holders -4 vs Q3 2024
45,615,32045.6m shares reported held*
90.9% of all shares outstanding*
$3.7bnreported value*
33 new 100 added 85 reduced 44 sold out net bought ≈ $9.9m (+121.1k 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 ($4.1m 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 ≈ $81.81. Options: 4 managers hold calls ($801.8k notional), 2 hold puts ($40.9k).

Trends to Q4 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: 286Q4 24: 282282Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022209
Q4 2022228
Q1 2023228
Q2 2023234
Q3 2023245
Q4 2023260
Q1 2024269
Q2 2024276
Q3 2024286
Q4 2024282

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 107 bought or addedQ1 23: 94 cut or sold outQ2 23: 102 bought or addedQ2 23: 101 cut or sold outQ2 23Q3 23: 114 bought or addedQ3 23: 106 cut or sold outQ4 23: 117 bought or addedQ4 23: 110 cut or sold outQ4 23Q1 24: 114 bought or addedQ1 24: 139 cut or sold outQ2 24: 123 bought or addedQ2 24: 115 cut or sold outQ2 24Q3 24: 152 bought or addedQ3 24: 109 cut or sold outQ4 24: 133 bought or addedQ4 24: 129 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202310794
Q2 2023102101
Q3 2023114106
Q4 2023117110
Q1 2024114139
Q2 2024123115
Q3 2024152109
Q4 2024133129

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ1 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 0.03Q4 24 calls: $801.8kQ4 24 puts: $40.9kQ4 24P/C 0.05
Numbers
QuarterCallsPutsP/C
Q1 2024$4.2m$149.2k0.04
Q2 2024$1.3m$7.4k0.01
Q3 2024$732.7k$20.2k0.03
Q4 2024$801.8k$40.9k0.05

Biggest buyers

Invesco Ltd. Added +470,095+470.1k
WELLINGTON MANAGEMENT GROUP LLP New +401,552+401.6k
FMR LLC Added +384,221+384.2k
Capital World Investors Added +309,785+309.8k
WATERS PARKERSON & CO., LLC New +285,755+285.8k
SG Capital Management LLC New +251,044+251.0k
CITADEL ADVISORS LLC Added +209,457+209.5k
GOLDMAN SACHS GROUP INC Added +207,206+207.2k
GENEVA CAPITAL MANAGEMENT LLC Added +140,493+140.5k
Nuveen Asset Management, LLC Added +112,569+112.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -707,414-707.4k
NEUBERGER BERMAN GROUP LLC Reduced -680,771-680.8k
Capital Research Global Investors Reduced -405,687-405.7k
Mawer Investment Management Ltd. Sold out -205,628-205.6k
Qube Research & Technologies Ltd Reduced -155,728-155.7k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -109,196-109.2k
Edgestream Partners, L.P. Sold out -105,842-105.8k
MILLENNIUM MANAGEMENT LLC Sold out -80,001-80.0k
MACQUARIE GROUP LTD Reduced -76,166-76.2k
Squarepoint Ops LLC Reduced -75,484-75.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $523.7k6.4k shares
CITADEL ADVISORS LLC Reduced $270.0k3.3k shares
SIMPLEX TRADING, LLC Unchanged $8.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $40.9k500 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 Q4 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
404Q1 23: 0 buyingQ1 23: 3 sellingQ2 23: 0 buyingQ2 23: 2 sellingQ2 23Q3 23: 0 buyingQ3 23: 2 sellingQ4 23: 0 buyingQ4 23: 1 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 1 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q4 20241$77.6k1$644.2k—
DateInsiderTradeSharesPrice ValueTheir holding
2024-12-10 GROVE WARE H C.F.O. Sold 8,143 $79.11 $644.2k8.1k shares -3%
2024-12-09 YOUNG RODNEY A Director Bought 1,000 $77.56 $77.6k1.0k shares +51%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 4,716,4564.7m $385.9m $385.9m 0.01% Added +43.8k +43,784
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 3,694,3163.7m $302.3m $302.3m 0.01% Added +65.1k +65,094
3 Capital Research Global Investors 0.06% of their portfolio Los Angeles, CA 3,526,2883.5m $288.6m $288.6m 0.06% Reduced -405.7k -405,687
4 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 3,063,2583.1m $250.7m $250.7m 0.02% Reduced -51.5k -51,471
5 Burgundy Asset Management Ltd. 1.72% of their portfolio Toronto, A6 2,081,3802.1m $170.3m $170.3m 1.72% Added +31.3k +31,253
6 P2 Capital Partners, LLC 25.14% of their portfolio New York, NY 1,808,9551.8m $148.0m $148.0m 25.14% Added +8.4k +8,423
7 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,489,4781.5m $121.9m $121.9m 0.03% Reduced -7.2k -7,190
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,164,8961.2m $95.3m $95.3m 0.00% Added +34.0k +34,048
9 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 1,134,5851.1m $92.8m $92.8m 0.01% Added +309.8k +309,785
10 Allspring Global Investments Holdings, LLC 0.14% of their portfolio CHARLOTTE, NC 1,113,9671.1m $90.4m $90.4m 0.14% Reduced -11.8k -11,799
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,109,9121.1m $90.8m $90.8m 0.01% Added +838 +838
12 BloombergSen Inc. 7.38% of their portfolio TORONTO, A6 1,040,3321.0m $85.1m $85.1m 7.38% Unchanged
13 FMR LLC 0.00% of their portfolio BOSTON, MA 978,881978.9k $80.1m $80.1m 0.00% Added +384.2k +384,221
14 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 940,717940.7k $77.0m $77.0m 0.01% Added +6.5k +6,540
15 GW&K Investment Management, LLC 0.57% of their portfolio BOSTON, MA 814,705814.7k $66.7m $66.7m 0.57% Reduced -3.5k -3,523
16 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.44% of their portfolio NEW YORK, NY 813,868813.9k $66.6m $66.6m 0.44% Reduced -52.0k -52,049
17 Premier Fund Managers Ltd 2.37% of their portfolio GUILDFORD, X0 813,698813.7k $66.4m $66.4m 2.37% Unchanged
18 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 769,209769.2k $62.9m $62.9m 0.01% Added +470.1k +470,095
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 702,362702.4k $57.5m $57.5m 0.00% Reduced -707.4k -707,414
20 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 649,314649.3k $53.1m $53.1m 0.01% Reduced -109.2k -109,196
21 Granite Investment Partners, LLC 1.99% of their portfolio EL SEGUNDO, CA 561,249561.2k $45.9m $45.9m 1.99% Reduced -23.1k -23,129
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 535,880535.9k $43.9m $43.9m 0.01% Added +10.6k +10,550
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 514,124514.1k $42.1m $42.1m 0.01% Added +207.2k +207,206
24 NEUMEIER POMA INVESTMENT COUNSEL LLC 3.62% of their portfolio CARMEL, CA 456,062456.1k $37.3m $37.3m 3.62% Added +10.9k +10,862
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 431,750431.8k $35.3m $35.3m 0.00% Added +14.0k +14,006
26 Fenimore Asset Management Inc 0.74% of their portfolio Cobleskill, NY 431,375431.4k $35.3m $35.3m 0.74% Reduced -1.1k -1,056
27 GENEVA CAPITAL MANAGEMENT LLC 0.60% of their portfolio MILWAUKEE, WI 423,407423.4k $34.6m $34.6m 0.60% Added +140.5k +140,493
28 BLAIR WILLIAM & CO/IL 0.10% of their portfolio CHICAGO, IL 422,866422.9k $34.6m $34.6m 0.10% Added +17.0k +17,024
29 BESSEMER GROUP INC 0.05% of their portfolio WOODBRIDGE, NJ 411,703411.7k $33.7m $33.7m 0.05% Added +11.5k +11,499
30 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 401,552401.6k $32.9m $32.9m 0.01% New
31 MACQUARIE GROUP LTD 0.04% of their portfolio Sydney, NSW 2000, C3 396,685396.7k $32.5m $32.5m 0.04% Reduced -76.2k -76,166
32 Artemis Investment Management LLP 0.46% of their portfolio EDINBURGH, X0 393,910393.9k $32.2m $32.2m 0.46% Added +61.4k +61,376
33 Handelsbanken Fonder AB 0.10% of their portfolio STOCKHOLM, V7 322,000322.0k $26.3m $26.3m 0.10% Added +30.0k +30,000
34 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio DENVER, CO 311,696311.7k $25.5m $25.5m 0.10% Added +43.7k +43,687
35 Summit Creek Advisors LLC 3.27% of their portfolio MINNEAPOLIS, MN 304,076304.1k $24.9m $24.9m 3.27% Added +50.4k +50,435
36 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 301,247301.2k $24.7m $24.7m 0.02% Added +209.5k +209,457
37 WATERS PARKERSON & CO., LLC 1.23% of their portfolio NEW ORLEANS, LA 285,755285.8k $23.4m $23.4m 1.23% New
38 SG Capital Management LLC 2.26% of their portfolio CHICAGO, IL 251,044251.0k $20.5m $20.5m 2.26% New
39 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 244,080244.1k $20.0m $20.0m 0.01% Added +112.6k +112,569
40 ROYCE & ASSOCIATES LP 0.16% of their portfolio New York, NY 208,919208.9k $17.1m $17.1m 0.16% Added +13.7k +13,738
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 207,806207.8k $17.0m $17.0m 0.00% Added +14.3k +14,310
42 Fiera Capital Corp 0.05% of their portfolio MONTREAL, A8 204,620204.6k $16.7m $16.7m 0.05% Added +26.3k +26,265
43 Bank Julius Baer & Co. Ltd, Zurich 0.04% of their portfolio ZURICH, V8 152,368152.4k $12.6m $12.6m 0.04% Added +19.4k +19,444
44 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 150,263150.3k $12.3m $12.3m 0.00% Added +14.6k +14,626
45 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 150,082150.1k $12.3m $12.3m 0.00% Reduced -617 -617
46 SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio CHICAGO, IL 148,521148.5k $12.2m $12.2m 0.17% Added +24.6k +24,622
47 NORGES BANK 0.00% of their portfolio OSLO, Q8 147,815147.8k $12.1m $12.1m 0.00% Reduced -10.8k -10,788
48 FIRST MANHATTAN CO. LLC. 0.03% of their portfolio NEW YORK, NY 145,580145.6k $11.9m $11.9m 0.03% Reduced -550 -550
49 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 135,594135.6k $11.1m $11.1m 0.00% Added +17.8k +17,810
50 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 130,385130.4k $10.7m $10.7m 0.01% Reduced -680.8k -680,771
51 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.03% of their portfolio COLUMBUS, OH 120,149120.1k $9.8m $9.8m 0.03% Reduced -6 -6
52 Pacific Capital Partners Ltd 5.66% of their portfolio LONDON, X0 117,500117.5k $9.6m $9.6m 5.66% Added +5.0k +5,000
53 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 108,618108.6k $8.9m $8.9m 0.01% Reduced -155.7k -155,728
54 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 98,78198.8k $8.1m $8.1m 0.00% Added +12.8k +12,817
55 UBS Group AG 0.00% of their portfolio ZURICH, V8 94,93194.9k $7.8m $7.8m 0.00% Added +41.6k +41,560
56 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 92,02392.0k $7.5m $7.5m 0.02% Reduced -6.8k -6,800
57 Bancreek Capital Management, LP 7.32% of their portfolio SANTA MONICA, CA 91,73091.7k $7.5m $7.5m 7.32% Reduced -58.5k -58,482
58 Swiss National Bank 0.00% of their portfolio ZURICH, V8 88,90088.9k $7.3m $7.3m 0.00% Added +600 +600
59 ARGENT CAPITAL MANAGEMENT LLC 0.20% of their portfolio ST LOUIS, MO 86,07986.1k $7.0m $7.0m 0.20% Added +10.1k +10,098
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 85,61085.6k $7.0m $7.0m 0.00% Added +6.9k +6,899
61 Bridge City Capital, LLC 1.84% of their portfolio LAKE OSWEGO, OR 84,47984.5k $6.9m $6.9m 1.84% Added +6.5k +6,451
62 KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio FORT WORTH, TX 82,13582.1k $6.7m $6.7m 0.03% Added +8.4k +8,365
63 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 79,69579.7k $6.5m $6.5m 0.01% Reduced -3.8k -3,784
64 STRS OHIO 0.03% of their portfolio COLUMBUS, OH 78,30078.3k $6.4m $6.4m 0.03% Added +4.3k +4,300
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 74,96475.0k $6.1m $6.1m 0.00% Added +4.1k +4,145
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 74,24574.2k $6.1m $6.1m 0.01% Added +39.4k +39,404
67 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 69,66269.7k $5.7m $5.7m 0.01% Added +452 +452
68 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 65,23465.2k $5.3m $5.3m 0.01% Added +12.0k +12,030
69 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 59,28859.3k $4.9m $4.9m 0.02% Reduced -26.9k -26,906
70 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 58,89858.9k $4.8m $4.8m 0.00% Added +11.0k +10,955
71 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1.02% of their portfolio BERMUDA RUN, NC 57,64557.6k $4.7m $4.7m 1.02% Unchanged
72 Legal & General Group Plc 0.00% of their portfolio London, X0 55,84655.8k $4.6m $4.6m 0.00% Added +1.8k +1,830
73 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 54,51854.5k $4.5m $4.5m 0.00% Added +10.9k +10,861
74 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 53,99654.0k $4.4m $4.4m 0.00% Added +605 +605
75 Emmett Investment Management, LP 3.95% of their portfolio NEW YORK, NY 53,78253.8k $4.4m $4.4m 3.95% First filing
76 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 53,37553.4k $4.4m $4.4m 0.01% Reduced -36.8k -36,821
77 CHATHAM CAPITAL GROUP, INC. 0.69% of their portfolio SAVANNAH, GA 50,98751.0k $4.2m $4.2m 0.69% Reduced -545 -545
78 Advantage Alpha Capital Partners LP 0.93% of their portfolio SAN FRANCISCO, CA 48,29948.3k $4.0m $4.0m 0.93% Added +12.1k +12,131
79 GREAT LAKES ADVISORS, LLC 0.03% of their portfolio CHICAGO, IL 46,30746.3k $3.8m $3.8m 0.03% Added +22.2k +22,238
80 ExodusPoint Capital Management, LP 0.04% of their portfolio NEW YORK, NY 44,41144.4k $3.6m $3.6m 0.04% New
81 Roundview Capital LLC 0.25% of their portfolio PRINCETON, NJ 44,30044.3k $3.6m $3.6m 0.25% Reduced -78 -78
82 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 42,80342.8k $3.5m $3.5m 0.00% Added +8.0k +8,014
83 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 42,76342.8k $3.5m $3.5m 0.02% Reduced -490 -490
84 RICE HALL JAMES & ASSOCIATES, LLC 0.19% of their portfolio San Diego, CA 42,74542.7k $3.5m $3.5m 0.19% Reduced -12.3k -12,331
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 42,44442.4k $3.5m $3.5m 0.00% Reduced -425 -425
86 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 42,11842.1k $3.4m $3.4m 0.01% Added +17.7k +17,685
87 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 41,46541.5k $3.4m $3.4m 0.01% Reduced -67.0k -66,994
88 Empowered Funds, LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 41,46041.5k $3.4m $3.4m 0.05% Added +9.7k +9,667
89 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.19% of their portfolio NEW YORK, NY 40,35540.4k $3.3m $3.3m 0.19% New
90 EXCHANGE TRADED CONCEPTS, LLC 0.07% of their portfolio Oklahoma City, OK 40,03040.0k $3.3m $3.3m 0.07% Added +6.8k +6,837
91 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio BALA CYNWYD, PA 38,59038.6k $3.2m $3.2m 0.05% First filing
92 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 37,40137.4k $3.1m $3.1m 0.00% Added +549 +549
93 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 36,22536.2k $3.0m $3.0m 0.00% Added +20.7k +20,678
94 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.03% of their portfolio FRANKFORT, KY 35,29635.3k $2.9m $2.9m 0.03% New
95 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,82231.8k $2.6m $2.6m 0.00% Added +5 +5
96 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 31,52331.5k $2.6m $2.6m 0.00% Added +3.7k +3,663
97 Millington Financial Advisors, LLC 1.52% of their portfolio NAPERVILLE, IL 30,52930.5k $2.6m $2.6m 1.52% Added +475 +475
98 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 28,93628.9k $2.4m $2.4m 0.01% Added +1.3k +1,280
99 Laurus Global Equity Management Inc. 1.22% of their portfolio TORONTO, A6 28,89028.9k $2.4m $2.4m 1.22% Unchanged
100 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 27,97628.0k $2.3m $2.3m 0.00% Added +1.1k +1,102