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Equibles

FIRST TRUST ADVISORS LP

Position in CBZ — CBIZ, Inc.

CIK 1125816 Wheaton, IL
Back to CBZ Full portfolio

Position in CBZ

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$6,084,356
+$4,411,977 QoQ
Shares Held
189,662
+204.5% QoQ
Ownership
0.350%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 260 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CBZ Over Time

Shares Held

Position Value (USD)

Position in Specialty Business Services

Industrials · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $941,983,692 across 23 Specialty Business Services names. CBZ ranks #14 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CPRT
Copart Inc
 7,849,799 $221,285,833
2 TRI
Thomson Reuters Corp /Can/
 2,449,769 $200,072,634
3 DLB
Dolby Laboratories, Inc.
 2,705,504 $142,255,399
4 ULS
UL Solutions Inc.
 1,301,960 $132,617,645
5 UNF
Unifirst Corp
 261,881 $69,257,049
6 CTAS
Cintas Corp
 317,427 $53,987,984
7 GPN
Global Payments Inc
 419,610 $30,446,901
8 CMPR
CIMPRESS plc
 147,330 $14,983,461

All Filings in CBZ

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,084,356 189,662
2026-03-31 $1,672,379 62,286
2025-12-31 $934,737 18,528
2025-09-30 $588,226 11,107
2025-03-31 $4,555,848 60,056
2024-12-31 $1,481,695 18,107
2024-09-30 $3,474,788 51,639
2024-06-30 $4,537,365 61,233
2024-03-31 $5,160,119 65,734
2023-12-31 $3,936,285 62,890
2023-09-30 $3,788,181 72,990
2023-06-30 $3,774,195 70,837
2023-03-31 $3,701,406 74,791
2022-12-31 $4,169,134 88,989
2022-09-30 $4,117,489 96,248
2022-06-30 $4,412,103 110,413
2022-03-31 $1,721,777 41,024
2021-12-31 $1,792,048 45,809
2021-09-30 $2,434,846 75,289
2021-06-30 $2,726,267 83,194
2021-03-31 $2,855,365 87,427
2020-12-31 $1,346,226 50,591
2020-09-30 $1,516,967 66,330
2020-06-30 $1,643,646 68,571
2020-03-31 $594,190 28,403