FirstserviceFSV
13F holders, Q3 2024 (September 30)284holders +16
31new positions
18sold out
5famous investors
$180.20avg. 13F price*
At the end of Q3 2024, 284 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, up 16 from Q2 2024. 31 opened new positions and 18 sold out. The largest holders were Durable Capital Partners LP ($616.9M), Manufacturers Life Insurance Company, The ($386.6M) and Vanguard Group Inc. ($323.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Firstservice Corp.
- CUSIP
- 33767E202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $106.9M |
| Exits | 18 | $45.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,602,005 shares bought and 2,390,379 shares sold, net +211,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Durable Capital Partners LP | 4.51% | Reduce -4.3% | 3,381,236 | $616.9M |
| Manufacturers Life Insurance Company, The | 0.34% | Reduce -22.6% | 2,114,592 | $386.6M |
| Vanguard Group Inc. | 0.01% | Add +1.7% | 1,771,573 | $323.7M |
| Neuberger Berman Group LLC | 0.22% | Add +0.5% | 1,551,702 | $283.1M |
| Conestoga Capital Advisors, LLC | 3.59% | Add +1.6% | 1,449,933 | $264.6M |
| T. Rowe Price Investment Management, Inc. | 0.15% | Reduce -11.3% | 1,407,893 | $256.9M |
| Mackenzie Financial Corp. | 0.28% | Reduce -7.9% | 1,113,219 | $203.4M |
| FIL Ltd | 0.16% | Reduce -2.5% | 943,692 | $172.4M |
| William Blair Investment Management, LLC | 0.39% | Add +0.5% | 866,152 | $158.0M |
| Fred Alger Management, LLC | 0.66% | Reduce -0.7% | 749,888 | $136.8M |
| Royal Bank of Canada | 0.03% | Reduce -9.3% | 685,260 | $125.0M |
| Morgan Stanley | 0.01% | Add +28.2% | 658,421 | $120.1M |
| Renaissance Technologies | 0.17% | Reduce -2.3% | 628,488 | $114.7M |
| Norges Bank | 0.01% | No change | 557,249 | $101.8M |
| Cibc World Market Inc. | 0.21% | Add +4.3% | 503,435 | $92.0M |
| Orbis Allan Gray Ltd | 0.47% | Add +78.1% | 482,255 | $88.0M |
| Franklin Resources Inc. | 0.02% | Add +486.3% | 469,141 | $87.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.41% | Reduce -3.6% | 466,731 | $85.3M |
| 1832 Asset Management L.P. | 0.14% | Add +16.3% | 458,568 | $83.7M |
| Royce & Associates LP | 0.73% | Reduce -9.4% | 438,754 | $80.1M |
| T. Rowe Price Associates Inc. | 0.01% | New | 426,208 | $77.8M |
| Bank of Nova Scotia | 0.16% | Add +15.4% | 425,238 | $77.7M |
| American Century Companies Inc. | 0.04% | Reduce -5.8% | 398,929 | $72.9M |
| Bank of Montreal | 0.03% | Add +19.7% | 388,430 | $70.0M |
| Copeland Capital Management, LLC | 1.12% | Add +45.8% | 353,337 | $64.5M |
| CIBC Asset Management Inc | 0.17% | Reduce -4.7% | 290,739 | $53.1M |
| Baskin Financial Services Inc. | 3.74% | Add +0.3% | 250,491 | $45.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.4% | 240,603 | $45.1M |
| Boston Financial Mangement LLC | 1.34% | Add +25.3% | 246,673 | $45.0M |
| National Bank of Canada | 0.06% | Reduce -24.7% | 244,711 | $44.7M |
| Geneva Capital Management LLC | 0.73% | Add +0.6% | 240,944 | $44.0M |
| Clearbridge Investments, LLC | 0.03% | Reduce -1.0% | 229,348 | $41.8M |
| TD Asset Management Inc | 0.04% | Reduce -9.1% | 223,994 | $40.5M |
| Invesco Ltd. | 0.01% | Reduce -4.2% | 219,496 | $40.0M |
| Lionstone Capital Management LLC | 10.63% | No change | 216,200 | $39.4M |
| Fiera Capital Corp | 0.11% | Reduce -2.3% | 208,583 | $38.2M |
| Legal & General Group Plc | 0.01% | Add +9.5% | 201,784 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 200,776 | $36.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.1% | 199,041 | $36.3M |
| Bank of America Corp. | 0.00% | Add +6.3% | 184,523 | $33.7M |
| Bessemer Group Inc. | 0.05% | Add +2.2% | 171,339 | $31.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 166,359 | $30.4M |
| Raymond James & Associates | 0.02% | Add +4.9% | 148,864 | $27.2M |
| Focus Partners Wealth | 0.09% | Add +270.1% | 572,723 | $27.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.9% | 132,941 | $24.3M |
| AltraVue Capital, LLC | 2.15% | Add +5.2% | 131,175 | $23.9M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -1.0% | 127,230 | $23.2M |
| Swiss National Bank | 0.01% | Add +0.8% | 122,500 | $22.4M |
| Summit Creek Advisors LLC | 2.87% | Add +10.9% | 115,631 | $21.1M |
| Janus Henderson Group PLC | 0.01% | Add +0.3% | 109,556 | $20.0M |
| Fenimore Asset Management Inc | 0.37% | Add +6.7% | 100,506 | $18.3M |
| Osterweis Capital Management Inc. | 1.09% | Add +5.3% | 99,638 | $18.2M |
| Jacobson & Schmitt Advisors, LLC | 3.71% | Add +0.7% | 99,163 | $18.1M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -6.4% | 96,750 | $17.7M |
| Blair William & Co. | 0.05% | Add +34.2% | 94,382 | $17.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.0% | 90,541 | $16.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.10% | Add +9.4% | 87,852 | $16.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +47.8% | 86,300 | $15.8M |
| BlackRock, Inc. | 0.00% | — | 82,520 | $15.1M |
| Waratah Capital Advisors Ltd. | 0.87% | Reduce -18.7% | 79,536 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 77,438 | $14.3M |
| Toronto Dominion Bank | 0.02% | Add +27.6% | 70,207 | $12.8M |
| Montrusco Bolton Investments Inc. | 0.12% | Add +0.8% | 64,674 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.7% | 62,784 | $11.5M |
| TD Waterhouse Canada Inc. | 0.09% | Add +5.5% | 70,393 | $11.5M |
| Wellington Management Group LLP | 0.00% | Add +47.3% | 62,613 | $11.4M |
| UBS Group AG | 0.00% | Add +6.8% | 58,150 | $10.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +8.2% | 58,071 | $10.6M |
| Wells Fargo & Company | 0.00% | Reduce -15.9% | 57,984 | $10.6M |
| Amundi | 0.00% | Add +84.5% | 55,316 | $10.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 50,036 | $9.1M |
| Voloridge Investment Management, LLC | 0.03% | Add +92.8% | 48,461 | $8.8M |
| Catawba River Capital | 5.34% | Reduce -0.8% | 46,304 | $8.4M |
| Northern Trust Corp. | 0.00% | Add +42.7% | 45,519 | $8.3M |
| State of Tennessee, Department of Treasury | 0.03% | Add +29.9% | 45,454 | $8.3M |
| Acadian Asset Management LLC | 0.02% | New | 42,400 | $7.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +26.5% | 41,100 | $7.5M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.75% | No change | 37,733 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +25.4% | 37,537 | $6.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +1126.3% | 27,371 | $6.8M |
| Cumberland Partners Ltd | 0.47% | Add +0.2% | 36,840 | $6.7M |
| Mufg Securities (canada), LTD. | 0.30% | Reduce -62.9% | 36,736 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.5% | 36,076 | $6.6M |
| Andra AP-fonden | 0.09% | Reduce -21.1% | 25,800 | $6.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.9% | 34,287 | $6.3M |
| King Luther Capital Management Corp. | 0.03% | Add +9.3% | 33,284 | $6.1M |
| D. E. Shaw & Co. | 0.01% | Add +13.1% | 30,311 | $5.5M |
| Citadel Advisors | 0.01% | Reduce -3.9% | 29,001 | $5.3M |
| Argent Capital Management LLC | 0.15% | Add +7.6% | 28,795 | $5.3M |
| Polen Capital Management LLC | 0.01% | Reduce -5.5% | 28,137 | $5.1M |
| Quadrature Capital Ltd | 0.11% | Reduce -85.5% | 27,100 | $5.0M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +56.3% | 26,967 | $4.9M |
| Onex Canada Asset Management Inc. | 0.57% | Reduce -15.0% | 26,458 | $4.8M |
| Legato Capital Management LLC | 0.60% | Add +5.6% | 26,475 | $4.8M |
| Sargent Investment Group, LLC | 0.84% | Add +8.7% | 25,603 | $4.7M |
| Alberta Investment Management Corp | 0.04% | Reduce -33.2% | 24,300 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Add +5.5% | 24,033 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +4.7% | 23,812 | $4.3M |
| Advisors Capital Management, LLC | 0.07% | Reduce -0.6% | 22,322 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +65.5% | 21,103 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -12.2% | 21,089 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +20.6% | 23,041 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -16.3% | 20,301 | $3.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.1% | 20,012 | $3.7M |
| PDT Partners, LLC | 0.32% | Add +24.8% | 19,726 | $3.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.1% | 19,431 | $3.6M |
| USS Investment Management Ltd | 0.03% | No change | 20,040 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.3% | 21,284 | $3.5M |
| Agf Management Ltd. | 0.02% | No change | 18,927 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +7.3% | 15,884 | $2.9M |
| Barclays PLC | 0.00% | Reduce -2.9% | 15,450 | $2.8M |
| Point72 Asset Management | 0.01% | Add +2920.0% | 15,100 | $2.8M |
| Quantinno Capital Management LP | 0.03% | Add +13.2% | 13,364 | $2.4M |
| GFI Investment Counsel Ltd. | 0.26% | Reduce -7.6% | 12,502 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -0.8% | 12,007 | $2.2M |
| HSBC Holdings PLC | 0.00% | New | 11,805 | $2.2M |
| Millennium Management | 0.00% | Reduce -94.4% | 11,747 | $2.1M |
| Nexus Investment Management ULC | 0.21% | Reduce -0.2% | 11,495 | $2.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.14% | Reduce -12.5% | 11,004 | $2.0M |
| Sei Investments Co. | 0.00% | Add +66.4% | 10,286 | $1.9M |
| JB Capital Partners LP | 0.35% | No change | 10,104 | $1.8M |
| Financial Council, LLC | 0.95% | No change | 10,000 | $1.8M |
| Amica Mutual Insurance Co. | 0.18% | No change | 9,908 | $1.8M |
| Empowered Funds, LLC | 0.03% | Add +24.8% | 9,732 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 9,695 | $1.8M |
| Creative Planning | 0.00% | Add +105.1% | 9,273 | $1.7M |
| LPL Financial LLC | 0.00% | Add +2.8% | 9,236 | $1.7M |
| Korea Investment CORP | 0.00% | Add +1.1% | 9,204 | $1.7M |
| Eos Management, L.P. | 0.59% | No change | 9,178 | $1.7M |
| AXS Investments LLC | 0.44% | New | 9,020 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | No change | 8,800 | $1.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.02% | Reduce -6.7% | 4,644 | $1.6M |
| Aviso Financial Inc. | 0.08% | Reduce -6.3% | 8,384 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +121.4% | 8,380 | $1.5M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -4.9% | 8,250 | $1.5M |
| Plato Investment Management Ltd | 0.12% | New | 7,949 | $1.5M |
| Pembroke Management, LTD | 0.18% | No change | 5,819 | $1.4M |
| Schwartz Investment Counsel Inc. | 0.05% | No change | 7,500 | $1.4M |
| Bank of Nova Scotia Trust Co. | 0.14% | Add +1.9% | 7,446 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -16.5% | 7,244 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +7.5% | 7,218 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -41.9% | 7,082 | $1.3M |
| Auxier Asset Management LLC | 0.19% | No change | 6,873 | $1.3M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -3.0% | 6,803 | $1.2M |
| Public Employees Retirement System of Ohio | 0.01% | New | 6,776 | $1.2M |
| Accretive Wealth Partners, LLC | 0.47% | Add +0.8% | 6,194 | $1.1M |
| Bristol Gate Capital Partners Inc. | 0.05% | Add +5.6% | 6,132 | $1.1M |
| Trexquant Investment LP | 0.01% | New | 6,110 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -11.1% | 6,092 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Add +0.7% | 5,859 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -44.1% | 5,854 | $1.1M |
| AXA S.A. | 0.00% | Reduce -0.1% | 5,849 | $1.1M |
| Quantbot Technologies LP | 0.04% | Reduce -42.5% | 5,705 | $1.0M |
| Allianz Asset Management GmbH | 0.00% | Add +1.3% | 5,689 | $1.0M |
| Harbor Capital Advisors, Inc. | 0.04% | Add +218.1% | 5,475 | $999K |
| Public Sector Pension Investment Board | 0.01% | Add +29.9% | 5,257 | $962K |
| Avantax Advisory Services, Inc. | 0.01% | Add +19.0% | 5,143 | $938K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -41.5% | 4,819 | $879K |
| Jennison Associates LLC | 0.00% | Add +27.0% | 4,791 | $875K |
| Citigroup Inc. | 0.00% | Add +110.3% | 4,709 | $861K |
| Jane Street Group, LLC | 0.00% | Reduce -73.7% | 4,491 | $819K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -10.2% | 4,223 | $771K |
| Townsquare Capital LLC | 0.01% | Reduce -4.1% | 3,964 | $723K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +43.2% | 3,836 | $700K |
| Kornitzer Capital Management Inc. | 0.01% | Add +57.6% | 3,735 | $681K |
| Guggenheim Capital LLC | 0.00% | No change | 2,700 | $667K |
| UMB Bank, n.a. | 0.01% | Add +0.4% | 3,624 | $661K |
| Entropy Technologies, LP | 0.07% | New | 3,600 | $657K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.8% | 3,527 | $643K |
| Raymond James Trust N.A. | 0.01% | Add +3.2% | 3,523 | $643K |
| Aquatic Capital Management LLC | 0.02% | Add +118.8% | 3,500 | $639K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 3,390 | $619K |
| FMR LLC | 0.00% | Add +25.7% | 3,357 | $613K |
| Engineers Gate Manager LP | 0.01% | Add +0.8% | 3,267 | $596K |
| PAX Financial Group, LLC | 0.11% | Reduce -7.7% | 3,252 | $593K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +17.2% | 3,086 | $570K |
| Cresset Asset Management, LLC | 0.00% | Add +31.9% | 2,970 | $543K |
| First Trust Direct Indexing L.P. | 0.03% | Add +25.9% | 2,930 | $535K |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 2,932 | $533K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,865 | $523K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.3% | 2,857 | $521K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -2.5% | 2,776 | $507K |
| Versor Investments LP | 0.08% | New | 2,754 | $503K |
| Centaurus Financial, Inc. | 0.03% | No change | 2,744 | $501K |
| Captrust Financial Advisors | 0.00% | No change | 2,688 | $490K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.4% | 2,683 | $490K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -10.1% | 2,561 | $463K |
| Shell Asset Management Co. | 0.02% | — | 2,486 | $455K |
| Sustainable Insight Capital Management, LLC | 0.21% | New | 2,487 | $454K |
| Numerai GP LLC | 0.12% | Reduce -5.2% | 2,484 | $453K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -3.3% | 2,400 | $438K |
| Cerity Partners LLC | 0.00% | Add +12.6% | 2,330 | $425K |
| Snowden Capital Advisors LLC | 0.01% | Add +69.9% | 2,322 | $424K |
| Rhumbline Advisers | 0.00% | No change | 2,321 | $423K |
| Argonautica Private Wealth Management, Inc. | 0.14% | Add +0.5% | 2,302 | $420K |
| Yorktown Management & Research Co Inc | 0.43% | No change | 2,300 | $420K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +54.8% | 2,224 | $406K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -10.4% | 2,124 | $392K |
| Mariner, LLC | 0.00% | Add +19.5% | 2,127 | $387K |
| Thompson Investment Management, Inc. | 0.05% | No change | 2,061 | $376K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.9% | 2,027 | $370K |
| Two Sigma Investments, LP | 0.00% | Reduce -44.8% | 1,964 | $358K |
| Lindenwold Advisors, INC | 0.18% | Add +0.3% | 1,942 | $354K |
| Greenleaf Trust | 0.00% | No change | 1,939 | $354K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 1,875 | $342K |
| Canoe Financial LP | 0.01% | Reduce -93.8% | 1,870 | $337K |
| Investment Management Corp of Ontario | 0.01% | Reduce -10.1% | 1,791 | $327K |
| Personal Cfo Solutions, LLC | 0.05% | New | 1,768 | $323K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 1,753 | $320K |
| Berry Wealth Group, LP | 0.22% | Add +17.0% | 1,695 | $309K |
| &partners | 0.01% | Reduce -32.6% | 1,671 | $305K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 1,631 | $298K |
| Dearborn Partners LLC | 0.01% | Reduce -73.5% | 1,627 | $297K |
| Assenagon Asset Management S.A. | 0.00% | New | 1,600 | $293K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,530 | $279K |
| Marco Investment Management LLC | 0.02% | No change | 1,510 | $276K |
| CW Advisors, LLC | 0.00% | New | 1,486 | $271K |
| Sterling Capital Management LLC | 0.00% | — | 1,483 | $271K |
| MML Investors Services, LLC | 0.00% | New | 1,436 | $262K |
| Evergreen Capital Management LLC | 0.01% | New | 1,314 | $240K |
| US Bancorp \de | 0.00% | Add +29.9% | 1,278 | $233K |
| Signaturefd, LLC | 0.00% | Add +30.1% | 1,268 | $231K |
| Metis Global Partners, LLC | 0.01% | New | 1,242 | $227K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 1,207 | $220K |
| Private Advisor Group, LLC | 0.00% | New | 1,207 | $220K |
| Hardy Reed LLC | 0.02% | New | 1,190 | $217K |
| Vident Advisory, LLC | 0.01% | New | 1,172 | $214K |
| Amica Retiree Medical Trust | 0.18% | — | 1,165 | $213K |
| Schechter Investment Advisors, LLC | 0.02% | New | 1,163 | $212K |
| Credit Agricole S A | 0.00% | Add +1.8% | 1,158 | $211K |
| Hilltop National Bank | 0.06% | Reduce -5.8% | 1,127 | $206K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -35.8% | 1,116 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +182.6% | 1,023 | $187K |
| Smartleaf Asset Management LLC | 0.02% | Add +15.5% | 933 | $168K |
| Clearstead Advisors, LLC | 0.00% | Reduce -16.0% | 709 | $129K |
| Fifth Third Bancorp | 0.00% | Add +11.5% | 707 | $129K |
| Security National Bank | 0.01% | No change | 553 | $101K |
| First Horizon Advisors, Inc. | 0.00% | Add +10.3% | 538 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +15766.7% | 476 | $87K |
| Financial Management Professionals, Inc. | 0.01% | No change | 466 | $85K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 419 | $76K |
| Venturi Wealth Management, LLC | 0.00% | New | 363 | $66K |
| Spire Wealth Management | 0.00% | No change | 357 | $65K |
| Accent Capital Management, LLC | 0.03% | No change | 319 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 291 | $53K |
| Tacita Capital Inc | 0.03% | No change | 290 | $53K |
| Cromwell Holdings LLC | 0.03% | Add +7.3% | 264 | $48K |
| Global Retirement Partners, LLC | 0.00% | Add +9.9% | 255 | $47K |
| Blue Trust, Inc. | 0.00% | Add +15.1% | 282 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 219 | $40K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.8% | 208 | $38K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Add +100.0% | 200 | $37K |
| Arax Advisory Partners | 0.00% | Add +10.8% | 175 | $32K |
| Allworth Financial LP | 0.00% | Add +6.2% | 172 | $31K |
| Whittier Trust Co. | 0.00% | No change | 115 | $21K |
| Principal Securities, Inc. | 0.00% | Add +292.6% | 106 | $19K |
| Gulf International Bank (UK) Ltd | 0.00% | Reduce -72.6% | 100 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +81.5% | 98 | $18K |
| Centerpoint Advisors, LLC | 0.01% | Add +95.1% | 80 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | New | 72 | $13K |
| Quadrant Capital Group LLC | 0.00% | Add +27.3% | 70 | $13K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -35.8% | 52 | $9K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 50 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 37 | $7K |
| GeoWealth Management, LLC | 0.00% | New | 35 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -56.2% | 32 | $6K |
| Ascentis Independent Advisors | 0.00% | New | 30 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 25 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 22 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 21 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 21 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 19 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 19 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 14 | $3K |
| Mather Group, Llc. | 0.00% | No change | 13 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 12 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 10 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $2K |
| Natixis | 0.00% | Reduce -10.0% | 9 | $2K |
| Assetmark, Inc. | 0.00% | No change | 8 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 7 | $1K |
| Lindbrook Capital, LLC | 0.00% | Add +0.0% | 4 | $730 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $548 |
"% of holder's portfolio" is FSV's weight in each manager's 13F, not the share of Firstservice Corp. the manager owns.