FirstserviceFSV
13F holders, Q1 2025 (March 31)314holders +5
32new positions
24sold out
4famous investors
$166.44avg. 13F price*
At the end of Q1 2025, 314 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, up 5 from Q4 2024. 32 opened new positions and 24 sold out. The largest holders were Durable Capital Partners LP ($357.9M), Vanguard Group Inc. ($301.1M) and Neuberger Berman Group LLC ($260.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Firstservice Corp.
- CUSIP
- 33767E202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $49.0M |
| Exits | 24 | $17.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,792,233 shares bought and 2,705,018 shares sold, net +87,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| Durable Capital Partners LP | 3.20% | Reduce -16.2% | 2,156,713 | $357.9M |
| Vanguard Group Inc. | 0.01% | Add +1.2% | 1,815,548 | $301.1M |
| Neuberger Berman Group LLC | 0.22% | Reduce -0.7% | 1,567,470 | $260.1M |
| Conestoga Capital Advisors, LLC | 3.61% | Reduce -0.4% | 1,443,619 | $239.6M |
| Orbis Allan Gray Ltd | 1.35% | Add +18.8% | 1,417,190 | $235.2M |
| FIL Ltd | 0.17% | Add +3.1% | 1,089,779 | $180.7M |
| Morgan Stanley | 0.01% | Add +30.4% | 911,702 | $151.3M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -29.2% | 910,468 | $151.1M |
| Manufacturers Life Insurance Company, The | 0.13% | Reduce -39.7% | 814,635 | $135.8M |
| Mackenzie Financial Corp. | 0.17% | Reduce -8.7% | 734,880 | $121.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.3% | 671,431 | $111.4M |
| Renaissance Technologies | 0.16% | Add +7.7% | 637,288 | $105.8M |
| Fred Alger Management, LLC | 0.54% | Reduce -6.6% | 574,500 | $95.5M |
| Norges Bank | 0.01% | Reduce -0.1% | 544,490 | $90.3M |
| Franklin Resources Inc. | 0.03% | Reduce -3.0% | 539,195 | $89.5M |
| American Century Companies Inc. | 0.05% | Reduce -0.8% | 538,522 | $89.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.39% | Add +27.8% | 533,385 | $88.5M |
| William Blair Investment Management, LLC | 0.24% | Reduce -31.4% | 505,945 | $84.0M |
| Janus Henderson Group PLC | 0.04% | Add +310.2% | 478,046 | $79.4M |
| Cibc World Market Inc. | 0.18% | Add +1.6% | 472,153 | $78.3M |
| Royal Bank of Canada | 0.02% | Reduce -26.8% | 461,030 | $76.5M |
| CIBC Asset Management Inc | 0.25% | Reduce -1.7% | 450,038 | $74.9M |
| Geode Capital Management, LLC | 0.01% | Add +30.4% | 387,426 | $69.5M |
| 1832 Asset Management L.P. | 0.13% | Reduce -8.0% | 409,942 | $68.0M |
| Copeland Capital Management, LLC | 1.27% | Add +7.2% | 382,852 | $63.5M |
| Bank of Montreal | 0.03% | Add +17.0% | 362,674 | $60.1M |
| Geneva Capital Management LLC | 1.12% | Add +52.3% | 362,293 | $60.1M |
| Royce & Associates LP | 0.63% | Reduce -11.4% | 352,849 | $58.6M |
| TD Asset Management Inc | 0.05% | Add +61.5% | 335,542 | $55.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +79.5% | 318,648 | $52.9M |
| National Bank of Canada | 0.06% | Reduce -9.6% | 297,290 | $49.2M |
| Bank of America Corp. | 0.00% | Add +32.0% | 285,402 | $47.4M |
| JPMorgan Chase & Co. | 0.00% | Add +13.4% | 270,510 | $44.9M |
| Fiera Capital Corp | 0.16% | Add +3.9% | 268,935 | $44.6M |
| Baskin Financial Services Inc. | 3.39% | Add +0.6% | 251,850 | $41.8M |
| Captrust Financial Advisors | 0.10% | Add +8706.8% | 239,633 | $39.8M |
| Clearbridge Investments, LLC | 0.03% | Reduce -4.1% | 216,438 | $36.9M |
| Lionstone Capital Management LLC | 9.92% | No change | 216,200 | $35.9M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +22.1% | 210,249 | $34.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -29.4% | 189,387 | $31.4M |
| Brown Advisory Inc. | 0.04% | New | 183,930 | $30.5M |
| Invesco Ltd. | 0.01% | Add +2.0% | 178,110 | $29.6M |
| Focus Partners Wealth | 0.07% | Add +12.7% | 176,141 | $29.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.1% | 166,578 | $27.6M |
| Bessemer Group Inc. | 0.05% | Add +6.6% | 166,205 | $27.6M |
| Legal & General Group Plc | 0.01% | Add +3.1% | 164,997 | $27.4M |
| Bank of Nova Scotia | 0.06% | Reduce -19.0% | 161,099 | $26.7M |
| Canada Pension Plan Investment Board | 0.03% | Add +82.2% | 157,271 | $26.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.6% | 147,665 | $24.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -1.5% | 121,038 | $20.1M |
| AltraVue Capital, LLC | 1.98% | Reduce -9.2% | 119,135 | $19.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +16.0% | 117,656 | $19.5M |
| Swiss National Bank | 0.01% | Reduce -1.7% | 115,600 | $19.2M |
| Summit Creek Advisors LLC | 2.79% | Add +8.4% | 115,245 | $19.1M |
| Osterweis Capital Management Inc. | 1.25% | Reduce -3.0% | 111,728 | $18.5M |
| Ameriprise Financial Inc. | 0.00% | Add +22.4% | 107,783 | $18.0M |
| Fenimore Asset Management Inc | 0.35% | Add +0.6% | 100,577 | $16.7M |
| Jacobson & Schmitt Advisors, LLC | 3.27% | Add +2.4% | 96,311 | $16.0M |
| Montrusco Bolton Investments Inc. | 0.20% | Add +46.2% | 93,515 | $15.5M |
| Blair William & Co. | 0.05% | Add +2.4% | 92,651 | $15.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 88,663 | $14.7M |
| TD Waterhouse Canada Inc. | 0.12% | Add +8.2% | 90,292 | $14.5M |
| Andra AP-fonden | 0.23% | Add +304.7% | 59,900 | $14.3M |
| Wellington Management Group LLP | 0.00% | Add +39.0% | 80,182 | $13.3M |
| Acadian Asset Management LLC | 0.04% | Reduce -20.9% | 76,400 | $12.7M |
| Northern Trust Corp. | 0.00% | Add +14.0% | 73,509 | $12.2M |
| Amundi | 0.00% | Add +7.4% | 72,134 | $12.0M |
| BlackRock, Inc. | 0.00% | Reduce -21.5% | 67,366 | $11.2M |
| Toronto Dominion Bank | 0.03% | Add +3.5% | 64,584 | $10.7M |
| Mufg Securities (canada), LTD. | 0.37% | Add +0.2% | 63,542 | $10.5M |
| UBS Group AG | 0.00% | Reduce -21.7% | 60,669 | $10.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +40.3% | 59,389 | $9.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -36.3% | 58,211 | $9.7M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -2.6% | 56,725 | $9.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 56,194 | $9.3M |
| Hillsdale Investment Management Inc. | 0.46% | Add +10.7% | 54,295 | $9.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +32.1% | 54,244 | $9.0M |
| Barclays PLC | 0.00% | Add +287.0% | 53,744 | $8.9M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -25.4% | 53,641 | $8.9M |
| Catawba River Capital | 4.68% | Add +0.4% | 46,410 | $7.7M |
| Waratah Capital Advisors Ltd. | 0.50% | Reduce -73.4% | 43,945 | $7.3M |
| State of Tennessee, Department of Treasury | 0.03% | Add +7.0% | 43,690 | $7.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +3.9% | 29,471 | $7.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -0.9% | 41,800 | $7.0M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.85% | Reduce -2.9% | 40,459 | $6.7M |
| Numerai GP LLC | 1.25% | Add +785.4% | 39,992 | $6.6M |
| King Luther Capital Management Corp. | 0.03% | Add +11.0% | 39,584 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 39,533 | $6.6M |
| HSBC Holdings PLC | 0.00% | Add +122.0% | 39,590 | $6.6M |
| Cumberland Partners Ltd | 0.47% | Reduce -0.4% | 36,710 | $6.1M |
| Argent Capital Management LLC | 0.17% | Reduce -0.1% | 33,381 | $5.5M |
| PDT Partners, LLC | 0.37% | Add +60.9% | 31,738 | $5.3M |
| Polen Capital Management LLC | 0.02% | Reduce -9.5% | 29,648 | $4.9M |
| Scotia Capital Inc. | 0.03% | Add +7.2% | 29,703 | $4.9M |
| Aptus Capital Advisors, LLC | 0.06% | New | 29,408 | $4.9M |
| Sargent Investment Group, LLC | 0.76% | Add +1.2% | 28,837 | $4.8M |
| Canoe Financial LP | 0.08% | Reduce -1.6% | 28,565 | $4.7M |
| Nuveen, LLC | 0.00% | — | 28,288 | $4.7M |
| Citadel Advisors | 0.00% | New | 27,838 | $4.6M |
| Legato Capital Management LLC | 0.59% | No change | 26,475 | $4.4M |
| Aviva PLC | 0.01% | Add +15.8% | 26,394 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +17.4% | 24,575 | $4.1M |
| Alberta Investment Management Corp | 0.03% | No change | 24,300 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.9% | 24,182 | $4.0M |
| New York State Common Retirement Fund | 0.01% | No change | 24,033 | $4.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -75.6% | 23,155 | $3.8M |
| Advisors Capital Management, LLC | 0.06% | Add +0.4% | 22,644 | $3.8M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.9% | 22,238 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +9.1% | 22,117 | $3.7M |
| JCIC Asset Management Inc. | 1.50% | Reduce -1.7% | 21,715 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 20,073 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.8% | 19,643 | $3.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -5.3% | 19,272 | $3.2M |
| APG Asset Management N.V. | 0.01% | Add +1.0% | 19,900 | $3.1M |
| Onex Canada Asset Management Inc. | 0.39% | Reduce -25.4% | 18,035 | $3.0M |
| Sei Investments Co. | 0.00% | Add +52.2% | 17,820 | $3.0M |
| Quantinno Capital Management LP | 0.02% | Add +17.7% | 17,384 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +3.6% | 16,769 | $2.8M |
| Corient Private Wealth LP | 0.00% | Reduce -12.8% | 16,507 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.3% | 14,962 | $2.5M |
| Triasima Portfolio Management inc. | 0.47% | Reduce -6.5% | 14,549 | $2.4M |
| Quantbot Technologies LP | 0.08% | Add +70.3% | 14,422 | $2.4M |
| Two Sigma Advisers, LP | 0.01% | Add +1173.3% | 14,108 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +153.3% | 14,078 | $2.3M |
| Oddo BHF Asset Management Sas | 0.10% | New | 9,700 | $2.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.72% | No change | 9,486 | $2.3M |
| USS Investment Management Ltd | 0.02% | No change | 13,242 | $2.2M |
| Eos Management, L.P. | 0.99% | No change | 13,182 | $2.2M |
| Norwood Investment Partners, LP | 1.95% | New | 13,140 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +11.2% | 12,996 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +11.2% | 12,996 | $2.2M |
| GFI Investment Counsel Ltd. | 0.24% | No change | 12,502 | $2.1M |
| Empowered Funds, LLC | 0.03% | Reduce -3.2% | 12,355 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -0.1% | 11,119 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -22.2% | 10,970 | $1.8M |
| LPL Financial LLC | 0.00% | Add +11.3% | 10,807 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 10,122 | $1.7M |
| JB Capital Partners LP | 0.35% | No change | 10,104 | $1.7M |
| Financial Council, LLC | 0.89% | No change | 10,000 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 9,624 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.07% | Reduce -51.0% | 9,488 | $1.6M |
| Pembroke Management, LTD | 0.23% | Add +12.4% | 6,541 | $1.6M |
| Korea Investment CORP | 0.00% | Reduce -6.2% | 9,104 | $1.5M |
| Aviso Financial Inc. | 0.07% | Add +6.4% | 8,910 | $1.5M |
| Creative Planning | 0.00% | Reduce -30.0% | 8,697 | $1.4M |
| Amica Mutual Insurance Co. | 0.15% | Reduce -17.9% | 8,136 | $1.4M |
| Plato Investment Management Ltd | 0.11% | Reduce -0.1% | 7,940 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -25.9% | 7,791 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.04% | No change | 7,500 | $1.2M |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 7,500 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.10% | Add +3.3% | 7,462 | $1.2M |
| Avanza Fonder AB | 0.04% | Add +100.0% | 5,000 | $1.2M |
| Bank of Nova Scotia Trust Co. | 0.13% | Add +1.2% | 7,394 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +10.2% | 7,369 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 7,244 | $1.2M |
| Accretive Wealth Partners, LLC | 0.42% | Add +10.2% | 6,795 | $1.2M |
| Aquatic Capital Management LLC | 0.03% | Reduce -16.2% | 6,886 | $1.1M |
| Auxier Asset Management LLC | 0.17% | No change | 6,873 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +18.4% | 6,370 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +28.1% | 6,264 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -0.8% | 6,040 | $998K |
| Jennison Associates LLC | 0.00% | Reduce -84.1% | 5,981 | $992K |
| Bristol Gate Capital Partners Inc. | 0.05% | Reduce -9.8% | 5,978 | $991K |
| Allianz Asset Management GmbH | 0.00% | Add +1.3% | 5,784 | $959K |
| Granahan Investment Management, LLC | 0.05% | Reduce -11.1% | 5,548 | $921K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.2% | 5,449 | $904K |
| Entropy Technologies, LP | 0.09% | Add +23.3% | 5,300 | $880K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.05% | Reduce -3.0% | 5,031 | $835K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +49.6% | 4,417 | $733K |
| Townsquare Capital LLC | 0.01% | Add +7.9% | 4,324 | $718K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.2% | 4,301 | $714K |
| Lazard Asset Management LLC | 0.00% | Add +17.8% | 4,258 | $706K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -56.0% | 4,203 | $697K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -40.9% | 4,140 | $687K |
| Public Sector Pension Investment Board | 0.00% | No change | 3,976 | $659K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -30.9% | 3,826 | $634K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -13.4% | 3,805 | $631K |
| Dearborn Partners LLC | 0.03% | Add +141.9% | 3,697 | $614K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -7.1% | 3,620 | $610K |
| XTX Topco Ltd | 0.03% | Add +49.8% | 3,664 | $608K |
| UMB Bank, n.a. | 0.01% | No change | 3,624 | $601K |
| Alliancebernstein L.P. | 0.00% | Reduce -71.3% | 3,525 | $585K |
| Shell Asset Management Co. | 0.03% | No change | 3,415 | $566K |
| Gulf International Bank (UK) Ltd | 0.02% | Add +2185.0% | 2,285 | $545K |
| FMR LLC | 0.00% | Reduce -7.7% | 3,246 | $538K |
| Lanark Financial, Inc. | 0.05% | — | 3,244 | $538K |
| Magnetar Financial LLC | 0.01% | New | 3,201 | $531K |
| Verition Fund Management LLC | 0.00% | Add +2.4% | 3,103 | $515K |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 3,058 | $508K |
| Jane Street Group, LLC | 0.00% | Reduce -87.8% | 2,980 | $495K |
| Nexus Investment Management ULC | 0.05% | Reduce -82.6% | 2,000 | $477K |
| First Trust Advisors LP | 0.00% | Add +17.3% | 2,866 | $476K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,865 | $475K |
| Versor Investments LP | 0.08% | Add +63.0% | 2,857 | $474K |
| Macquarie Group Ltd. | 0.00% | New | 1,961 | $468K |
| Investment Management Corp of Ontario | 0.01% | Add +69.1% | 2,691 | $447K |
| Sustainable Insight Capital Management, LLC | 0.22% | Add +9.6% | 2,617 | $434K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Add +10.7% | 2,546 | $423K |
| &partners | 0.00% | Reduce -4.3% | 2,541 | $419K |
| Forsta Ap-Fonden | 0.00% | New | 2,500 | $414K |
| Atria Investments, Inc | 0.01% | New | 2,462 | $409K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.3% | 2,452 | $407K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.7% | 2,407 | $400K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,369 | $393K |
| DAVENPORT & Co LLC | 0.00% | Reduce -53.7% | 2,351 | $390K |
| Yorktown Management & Research Co Inc | 0.41% | No change | 2,300 | $382K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -10.6% | 2,287 | $380K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +8067.9% | 2,287 | $380K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.6% | 2,209 | $367K |
| Diversify Wealth Management, LLC | 0.03% | Add +4.4% | 2,127 | $366K |
| Ritholtz Wealth Management | 0.01% | New | 2,172 | $360K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -77.8% | 1,009 | $346K |
| Cerity Partners LLC | 0.00% | Reduce -7.6% | 2,078 | $345K |
| Rhumbline Advisers | 0.00% | Reduce -5.4% | 2,068 | $343K |
| Thompson Investment Management, Inc. | 0.05% | No change | 2,061 | $342K |
| Mariner, LLC | 0.00% | Reduce -21.2% | 2,018 | $335K |
| ExodusPoint Capital Management, LP | 0.00% | New | 2,000 | $332K |
| Vista Finance, LLC | 0.29% | Add +7.0% | 2,000 | $332K |
| Greenleaf Trust | 0.00% | Reduce -0.4% | 1,945 | $323K |
| Centaurus Financial, Inc. | 0.02% | Reduce -30.0% | 1,809 | $300K |
| MML Investors Services, LLC | 0.00% | Add +19.8% | 1,802 | $299K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 1,801 | $299K |
| Point72 Asset Management | 0.00% | New | 1,798 | $298K |
| Caprock Group, LLC | 0.01% | New | 1,698 | $282K |
| PAX Financial Group, LLC | 0.05% | Reduce -37.3% | 1,681 | $279K |
| Cetera Investment Advisers | 0.00% | New | 1,674 | $278K |
| Lindenwold Advisors, INC | 0.15% | Reduce -13.9% | 1,640 | $272K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 1,631 | $271K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -4.0% | 1,598 | $265K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -10.1% | 1,583 | $263K |
| Stonegate Investment Group, LLC | 0.01% | No change | 1,530 | $254K |
| Marco Investment Management LLC | 0.02% | No change | 1,510 | $251K |
| Gitterman Wealth Management, LLC | 0.06% | Add +30.4% | 1,444 | $240K |
| US Bancorp \de | 0.00% | Add +7.3% | 1,431 | $238K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.6% | 1,385 | $230K |
| Osaic Holdings, Inc. | 0.00% | Add +158.7% | 1,366 | $227K |
| Blueshift Asset Management, LLC | 0.09% | New | 1,360 | $226K |
| Versant Capital Management, Inc | 0.04% | Add +716.4% | 1,298 | $215K |
| 111 Capital | 0.04% | New | 1,287 | $213K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -8.5% | 1,277 | $212K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -71.3% | 1,251 | $208K |
| Signaturefd, LLC | 0.00% | Reduce -11.2% | 1,210 | $201K |
| Royal London Asset Management Ltd. | 0.00% | New | 1,208 | $200K |
| Capital A Wealth Management, LLC | 0.21% | No change | 1,203 | $200K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.1% | 1,157 | $192K |
| Credit Agricole S A | 0.00% | Add +2.8% | 1,112 | $185K |
| Smartleaf Asset Management LLC | 0.02% | Add +0.2% | 985 | $164K |
| Amica Retiree Medical Trust | 0.20% | Reduce -31.3% | 800 | $133K |
| Fifth Third Bancorp | 0.00% | Add +23.0% | 769 | $128K |
| SG Americas Securities, LLC | 0.00% | New | 762 | $126K |
| State of Wyoming | 0.01% | Add +11.1% | 621 | $103K |
| Natixis | 0.00% | Add +12.7% | 569 | $94K |
| Security National Bank | 0.02% | No change | 553 | $92K |
| First Horizon Advisors, Inc. | 0.00% | No change | 553 | $92K |
| SVB Wealth LLC | 0.00% | New | 544 | $90K |
| Spire Wealth Management | 0.00% | Add +52.1% | 543 | $90K |
| Arax Advisory Partners | 0.01% | Add +178.4% | 515 | $85K |
| Daiwa Securities Group Inc. | 0.00% | New | 481 | $80K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.5% | 433 | $72K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -7.6% | 427 | $71K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 420 | $70K |
| Accent Capital Management, LLC | 0.03% | No change | 319 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 291 | $48K |
| Tacita Capital Inc | 0.03% | No change | 290 | $48K |
| Cromwell Holdings LLC | 0.03% | Add +4.5% | 276 | $46K |
| Trust Co. of Vermont | 0.00% | No change | 255 | $42K |
| STRS Ohio | 0.00% | New | 228 | $38K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 219 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 208 | $34K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | Reduce -5.0% | 190 | $32K |
| Clark Wealth Partners | 0.02% | No change | 190 | $32K |
| TCTC Holdings, LLC | 0.00% | Add +155.2% | 171 | $28K |
| Principal Securities, Inc. | 0.00% | No change | 126 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.7% | 135 | $22K |
| GW&K Investment Management, LLC | 0.00% | New | 133 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Add +359.3% | 124 | $21K |
| Whittier Trust Co. | 0.00% | No change | 115 | $19K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 108 | $18K |
| Wayfinding Financial, LLC | 0.01% | New | 104 | $17K |
| Centerpoint Advisors, LLC | 0.01% | Add +22.5% | 98 | $16K |
| Coldstream Capital Management Inc. | 0.00% | New | 78 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | New | 77 | $13K |
| Brooklyn Investment Group | 0.00% | Add +230.4% | 76 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +58.7% | 73 | $12K |
| Quadrant Capital Group LLC | 0.00% | Reduce -14.3% | 60 | $10K |
| Hurley Capital, LLC | 0.01% | New | 59 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $8K |
| Mather Group, Llc. | 0.00% | No change | 48 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +136.8% | 45 | $8K |
| Allworth Financial LP | 0.00% | Add +12.8% | 44 | $8K |
| Binnacle Investments Inc | 0.00% | — | 38 | $6K |
| Lindbrook Capital, LLC | 0.00% | Add +1800.0% | 38 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 37 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 35 | $6K |
| Sierra Ocean, LLC | 0.00% | Reduce -31.8% | 30 | $5K |
| IFP Advisors, Inc | 0.00% | Add +38.1% | 29 | $5K |
| WPG Advisers, LLC | 0.00% | Add +420.0% | 26 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 21 | $3K |
| Millstone Evans Group, LLC | 0.00% | New | 19 | $3K |
| Assetmark, Inc. | 0.00% | No change | 16 | $3K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 15 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 14 | $2K |
| NFSG Corp | 0.00% | No change | 14 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +22.2% | 11 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.7% | 10 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 8 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 4 | $664 |
| NewSquare Capital LLC | 0.00% | New | 4 | $664 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $498 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 2 | $332 |
| Blue Trust, Inc. | 0.00% | No change | 2 | $332 |
| Jones Financial Companies LLLP | 0.00% | Reduce -95.0% | 1 | $166 |
| Simplex Trading, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is FSV's weight in each manager's 13F, not the share of Firstservice Corp. the manager owns.