CBZ · CBIZ, Inc. · Shareholders & Ownership

$54.94 +0.05 (+0.09%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$2.98B

54.26M

Volume · Oct 23 1.02M Avg daily vol (3M) 1.5M

Every disclosed holder of CBZ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CBZ

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	265	50,020,203	92.18%	Yes
Insiders (Forms 3, 4, 5)	14	2,700,916	4.98%	Yes
13D/G-only blocks	2	4,436,496	8.18%	Yes
Remaining	—	2,893,736	-5.33%	Negative
Registered funds (N-PORT, not summed)	188	17,657,593	32.54%	No

Shares outstanding: 54,263,879, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CBZ

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,971,786	9.16%	+1,159,861	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,278,703	2.36%	+66,575	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	451,648	0.83%	—	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	92,514	0.17%	—	May 29, 2026	BlackRock Funds, not summed
1.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	91,998	0.17%	+9,662	Jun 30, 2026	Quantitative Master Series LLC, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	69,164	0.13%	+1,632	Jun 30, 2026	iShares Trust, not summed
2	FMR LLC 13G CIK 315066 · Holding company · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	4,463,715	8.23%	-3,047,327	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	8,047,282	14.83%	+536,239	Jun 30, 2026	carried, not yet filed for the newest quarter
2.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,705,507	3.14%	-33,131	Jul 31, 2026	Fidelity Puritan Trust, not summed
2.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,395,771	2.57%	+7,500	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2.4	Fidelity Small Cap Stock Fund Fund S000055369 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	718,542	1.32%	-13,000	Jul 31, 2026	Fidelity Concord Street Trust, not summed
2.5	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	537,902	0.99%	+49,002	Jul 31, 2026	Fidelity Salem Street Trust, not summed
3	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,453,723	6.36%	-54,182	Jun 30, 2026	carried, not yet filed for the newest quarter
4	22C Capital LLC 13F CIK 2075659 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,202,267	5.90%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5	22C Capital LLC 13G CIK 1813116 · Unknown · May 1, 2025 Rule 13d-1(c), passive investor	2,804,527	5.17%	—	May 1, 2025	Rule 13d-1(c), passive investor
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,259,967	4.16%	+113,380	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,253,744	4.15%	+180,920	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Durable Capital Partners LP 13G CIK 1798849 · Investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	1,631,969	3.01%	-2,293,098	Dec 31, 2025	Rule 13d-1(b), qualified institution
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,619,505	2.98%	+107,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,492,737	2.75%	-515,888	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	192	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,257,357	2.32%	+97,978	Jun 30, 2026	carried, not yet filed for the newest quarter
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,244,553	2.29%	+92,844	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	17,739	0.03%	+4,956	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	17,300	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,242	0.00%	+77	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	301	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	GRISKO JEROME P Insider CIK 1251094 · Mar 13, 2026 Director, CEO & President, issuer-wide	1,188,740	2.19%	0	Mar 13, 2026	Director, CEO & President, issuer-wide
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,167,397	2.15%	+69,727	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	P2 Capital Partners, LLC 13F CIK 1406313 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,136,974	2.10%	-3,700	Jun 30, 2026	carried, not yet filed for the newest quarter
16	BloombergSen Inc. 13F CIK 1484047 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,068,306	1.97%	+74,277	Jun 30, 2026	carried, not yet filed for the newest quarter
17	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	992,770	1.83%	+166,908	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Royce Small-Cap Total Return Fund Fund S000009510 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	486,975	0.90%	+42,962	Jun 30, 2026	ROYCE FUND, not summed
17.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	192,123	0.35%	+32,947	Jun 30, 2026	ROYCE FUND, not summed
17.3	Royce Smaller-Companies Growth Fund Fund S000009517 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	34,500	0.06%	—	Jun 30, 2026	ROYCE FUND, not summed
17.4	Royce SMid-Cap Total Return Fund Fund S000009522 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	18,721	0.03%	+1,611	Jun 30, 2026	ROYCE FUND, not summed
18	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	778,451	1.43%	+217,051	Jun 30, 2026	carried, not yet filed for the newest quarter
19	SILVERCREST ASSET MANAGEMENT GROUP LLC 13F CIK 1232395 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	736,320	1.36%	+156,723	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	711,168	1.31%	-57,835	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,941	0.05%	+2,498	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,848	0.03%	-395	Jun 30, 2026	Northern Funds, not summed
20.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,166	0.02%	+9,702	Jul 31, 2026	FlexShares Trust, not summed
21	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	709,617	1.31%	+463,814	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	677,843	1.25%	+64,147	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	665,870	1.23%	+43,603	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	236,208	0.44%	-3,393	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	151,391	0.28%	+46,907	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
23.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	119,513	0.22%	+11,072	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	53,909	0.10%	+13,721	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
23.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	29,327	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24	DG Capital Management, LLC 13F CIK 1512716 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	660,000	1.22%	+660,000	Jun 30, 2026	carried, not yet filed for the newest quarter
25	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	591,470	1.09%	-9,485	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	68,880	0.13%	-13,420	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	588,686	1.08%	-97,941	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	12,012	0.02%	+3,508	May 31, 2026	Goldman Sachs ETF Trust, not summed
26.2	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	6,570	0.01%	-10,374	Jul 31, 2026	Goldman Sachs Trust II, not summed
26.3	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	5,895	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
26.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	2,114	0.00%	-556	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	551,496	1.02%	+1,472	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	546,915	1.01%	+65	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	147,443	0.27%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	89,026	0.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	77,904	0.14%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	75,688	0.14%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
28.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	26,669	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29	FAM SMALL CAP FUND Fund S000035925 · Registered fund · Jun 30, 2026 Fenimore Asset Management Trust, not summed	546,866	1.01%	0	Jun 30, 2026	Fenimore Asset Management Trust, not summed
30	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	544,846	1.00%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	WATERS PARKERSON & CO., LLC 13F CIK 1222993 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	515,707	0.95%	-7,335	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	475,961	0.88%	-81,896	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	464,362	0.86%	+315,750	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	237,262	0.44%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
33.2	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	78,100	0.14%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
33.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	65,262	0.12%	+8,876	Jul 31, 2026	TIAA-CREF Funds, not summed
33.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	43,853	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
33.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,147	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
34	BASSWOOD CAPITAL MANAGEMENT, L.L.C. 13F CIK 1085393 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	451,259	0.83%	+246,597	Jun 30, 2026	carried, not yet filed for the newest quarter
35	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	411,595	0.76%	+129,592	Jun 30, 2026	carried, not yet filed for the newest quarter
36	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	411,251	0.76%	+53,334	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Kouzelos Michael P Insider CIK 1641312 · Mar 6, 2026 President, Employee Services, issuer-wide	389,718	0.72%	+21,760	Mar 6, 2026	President, Employee Services, issuer-wide
38	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	350,500	0.65%	-6,680	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	91,500	0.17%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
39	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	339,085	0.62%	-1,118	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Loomis Sayles Small Cap Value Fund Fund S000006647 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS I, not summed	72,167	0.13%	-2,811	Jun 30, 2026	LOOMIS SAYLES FUNDS I, not summed
40	Dana Investment Advisors, Inc. 13F CIK 1427514 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	322,771	0.59%	+322,771	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	322,059	0.59%	-22,744	Jun 30, 2026	carried, not yet filed for the newest quarter
42	GROVE WARE H Insider CIK 1279175 · Mar 14, 2025 C.F.O., issuer-wide	301,518	0.56%	-4,029	Mar 14, 2025	C.F.O., issuer-wide
43	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	294,044	0.54%	-59,094	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	278,966	0.51%	+203,609	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	164,600	0.30%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
45	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	277,210	0.51%	+93,910	Jun 30, 2026	Bridge Builder Trust, not summed
46	GatePass Capital, LLC 13F CIK 2087399 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	258,877	0.48%	+160,714	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	253,897	0.47%	+9,064	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	241,840	0.45%	-32,358	Jun 30, 2026	carried, not yet filed for the newest quarter
49	SPURIO CHRIS Insider CIK 1251098 · Feb 14, 2025 President, Financial Services, issuer-wide	239,340	0.44%	+10,444	Feb 14, 2025	President, Financial Services, issuer-wide
50	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	236,160	0.44%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed

35 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 944148 CUSIP 124805102 13F (30d) 41 filings 39 filers Visit website Investor relations