AI Holders Summary · Q2 2026

279 institutions reported CBZ in Q2 2026. FMR LLC leads at 20.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

FMR LLC

CIK 0000315066

$258M8.0M0.01%Q2 2026 02

22C Capital LLC

CIK 0002075659

$162M3.2M100.00%Q4 2025 03

BlackRock, Inc.

CIK 0002012383

$159M5.0M0.00%Q2 2026 04

BANK OF MONTREAL /CAN/

CIK 0000927971

$111M3.5M0.04%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$72M2.3M0.00%Q2 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$72M2.3M0.00%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$48M1.5M0.00%Q2 2026 08

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$46M902K0.01%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$40M1.3M0.00%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$40M1.2M0.00%Q2 2026 11

P2 Capital Partners, LLC

CIK 0001406313

$36M1.1M14.85%Q2 2026 12

BloombergSen Inc.

CIK 0001484047

$34M1.1M2.56%Q2 2026 13

ROYCE & ASSOCIATES LP

CIK 0000906304

$32M993K0.26%Q2 2026 14

Boston Partners

CIK 0001386060

$26M778K0.02%Q2 2026 15

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$24M736K0.15%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$23M711K0.00%Q2 2026 17

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$23M710K0.01%Q2 2026 18

FENIMORE ASSET MANAGEMENT INC

CIK 0000884566

$22M682K0.45%Q2 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$21M666K0.00%Q2 2026 20

DG Capital Management, LLC

CIK 0001512716

$21M660K4.46%Q2 2026

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