FirstserviceFSV
13F holders, Q2 2025 (June 30)321holders +7
36new positions
27sold out
7famous investors
$174.89avg. 13F price*
At the end of Q2 2025, 321 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, up 7 from Q1 2025. 36 opened new positions and 27 sold out. The largest holders were Durable Capital Partners LP ($342.9M), Vanguard Group Inc. ($324.4M) and Neuberger Berman Group LLC ($266.9M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Firstservice Corp.
- CUSIP
- 33767E202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $135.4M |
| Exits | 27 | $43.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,756,620 shares bought and 2,341,211 shares sold, net +415,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Durable Capital Partners LP | 2.60% | Reduce -9.0% | 1,963,565 | $342.9M |
| Vanguard Group Inc. | 0.01% | Add +2.4% | 1,859,088 | $324.4M |
| Neuberger Berman Group LLC | 0.21% | Reduce -2.5% | 1,528,615 | $266.9M |
| Mackenzie Financial Corp. | 0.33% | Add +100.8% | 1,475,463 | $257.6M |
| Orbis Allan Gray Ltd | 1.21% | Add +0.5% | 1,423,870 | $248.6M |
| Conestoga Capital Advisors, LLC | 3.62% | Reduce -2.9% | 1,402,540 | $244.9M |
| FIL Ltd | 0.17% | Add +1.9% | 1,110,074 | $193.7M |
| Morgan Stanley | 0.01% | Add +0.1% | 913,056 | $159.4M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -2.7% | 885,857 | $154.7M |
| Janus Henderson Group PLC | 0.06% | Add +52.0% | 726,683 | $126.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +6.9% | 717,978 | $125.4M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -26.4% | 599,874 | $104.1M |
| Renaissance Technologies | 0.14% | Reduce -6.5% | 596,040 | $104.1M |
| Franklin Resources Inc. | 0.03% | Add +8.8% | 586,891 | $102.5M |
| Royal Bank of Canada | 0.02% | Add +20.1% | 553,578 | $96.7M |
| Norges Bank | 0.01% | Reduce -1.2% | 537,776 | $93.9M |
| William Blair Investment Management, LLC | 0.24% | Add +1.1% | 511,487 | $89.3M |
| Fred Alger Management, LLC | 0.38% | Reduce -16.0% | 482,711 | $84.4M |
| Geode Capital Management, LLC | 0.01% | Add +12.0% | 433,759 | $79.2M |
| Cibc World Market Inc. | 0.17% | Reduce -4.8% | 449,735 | $78.5M |
| 1832 Asset Management L.P. | 0.12% | Reduce -0.1% | 409,322 | $71.5M |
| CIBC Asset Management Inc | 0.22% | Reduce -9.8% | 405,934 | $71.1M |
| Geneva Capital Management LLC | 1.12% | Add +6.2% | 384,665 | $67.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +20.4% | 383,735 | $67.0M |
| Royce & Associates LP | 0.64% | Add +1.3% | 357,433 | $62.4M |
| Copeland Capital Management, LLC | 1.27% | Reduce -8.0% | 352,369 | $61.5M |
| Bank of Montreal | 0.03% | Reduce -10.1% | 326,221 | $56.7M |
| National Bank of Canada | 0.06% | Add +8.5% | 322,557 | $56.1M |
| Picton Mahoney Asset Management | 0.79% | New | 322,371 | $56.0M |
| TD Asset Management Inc | 0.04% | Reduce -16.8% | 279,280 | $48.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.0% | 275,849 | $48.2M |
| American Century Companies Inc. | 0.02% | Reduce -53.0% | 252,865 | $44.1M |
| Baskin Financial Services Inc. | 3.33% | Add +0.1% | 252,070 | $44.0M |
| Fiera Capital Corp | 0.15% | Reduce -6.7% | 251,044 | $43.7M |
| Captrust Financial Advisors | 0.09% | Add +0.5% | 240,795 | $42.0M |
| Bank of America Corp. | 0.00% | Reduce -22.2% | 221,953 | $38.8M |
| Lionstone Capital Management LLC | 9.07% | No change | 216,200 | $37.8M |
| Brown Advisory Inc. | 0.05% | Add +14.3% | 210,281 | $36.7M |
| Clearbridge Investments, LLC | 0.03% | Reduce -5.1% | 205,407 | $35.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -5.0% | 199,751 | $34.9M |
| Bessemer Group Inc. | 0.05% | Add +15.7% | 192,351 | $33.6M |
| Legal & General Group Plc | 0.01% | Add +11.5% | 183,986 | $32.0M |
| Acadian Asset Management LLC | 0.06% | Add +131.3% | 176,700 | $30.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.5% | 170,788 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.2% | 160,565 | $28.0M |
| Canada Pension Plan Investment Board | 0.02% | No change | 157,271 | $27.5M |
| Bank of Nova Scotia | 0.05% | Reduce -7.3% | 149,400 | $26.1M |
| Blair William & Co. | 0.07% | Add +56.9% | 145,399 | $25.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 144,823 | $25.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.09% | Reduce -73.7% | 140,109 | $24.4M |
| Deutsche Bank AG | 0.01% | New | 131,165 | $22.9M |
| Voya Investment Management LLC | 0.03% | New | 125,737 | $22.0M |
| Swiss National Bank | 0.01% | Add +7.5% | 124,300 | $21.6M |
| AltraVue Capital, LLC | 1.89% | Add +3.6% | 123,475 | $21.6M |
| Qube Research & Technologies Ltd | 0.03% | Add +1.2% | 119,116 | $20.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -2.2% | 118,416 | $20.7M |
| Ameriprise Financial Inc. | 0.01% | Add +7.8% | 116,180 | $20.4M |
| Summit Creek Advisors LLC | 2.58% | Reduce -8.0% | 105,990 | $18.5M |
| TD Waterhouse Canada Inc. | 0.13% | Add +16.7% | 105,353 | $18.5M |
| Osterweis Capital Management Inc. | 1.11% | Reduce -8.1% | 102,698 | $17.9M |
| Montrusco Bolton Investments Inc. | 0.20% | Add +8.3% | 101,296 | $17.6M |
| Fenimore Asset Management Inc | 0.35% | Reduce -0.2% | 100,361 | $17.5M |
| Jacobson & Schmitt Advisors, LLC | 2.99% | Add +0.5% | 96,753 | $16.9M |
| Amundi | 0.01% | Add +24.1% | 89,498 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.7% | 87,169 | $15.2M |
| Millennium Management | 0.01% | New | 80,533 | $14.0M |
| HSBC Holdings PLC | 0.01% | Add +100.1% | 79,206 | $13.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.06% | Add +88.4% | 55,532 | $13.2M |
| D. E. Shaw & Co. | 0.01% | Add +26.8% | 73,811 | $12.9M |
| BlackRock, Inc. | 0.00% | Add +7.3% | 72,311 | $12.6M |
| Mufg Securities (canada), LTD. | 0.38% | Add +11.5% | 70,877 | $12.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.7% | 69,322 | $12.1M |
| Wellington Management Group LLP | 0.00% | Reduce -19.4% | 64,583 | $11.3M |
| Toronto Dominion Bank | 0.02% | Reduce -2.5% | 62,970 | $11.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +13.4% | 61,526 | $10.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.5% | 59,067 | $10.3M |
| UBS Group AG | 0.00% | Reduce -10.7% | 54,186 | $9.5M |
| Hillsdale Investment Management Inc. | 0.34% | Reduce -1.5% | 53,495 | $9.3M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -5.2% | 50,862 | $8.9M |
| Andra AP-fonden | 0.12% | Reduce -38.1% | 37,100 | $8.8M |
| Wells Fargo & Company | 0.00% | Reduce -11.0% | 50,027 | $8.7M |
| Barclays PLC | 0.00% | Reduce -9.9% | 48,427 | $8.5M |
| Invesco Ltd. | 0.00% | Reduce -72.8% | 48,391 | $8.4M |
| Catawba River Capital | 4.23% | Add +2.8% | 47,709 | $8.3M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.84% | Add +7.4% | 43,470 | $7.6M |
| Jane Street Group, LLC | 0.01% | Add +1338.6% | 42,869 | $7.5M |
| Waratah Capital Advisors Ltd. | 0.50% | Reduce -5.0% | 41,740 | $7.3M |
| King Luther Capital Management Corp. | 0.03% | Reduce -2.3% | 38,687 | $6.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -33.8% | 37,542 | $6.6M |
| Cumberland Partners Ltd | 0.44% | Add +0.3% | 36,800 | $6.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -13.6% | 36,100 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.8% | 36,058 | $6.3M |
| Argent Capital Management LLC | 0.17% | Add +1.2% | 33,794 | $5.9M |
| Aptus Capital Advisors, LLC | 0.06% | Add +9.7% | 32,266 | $5.6M |
| PDT Partners, LLC | 0.32% | Add +0.5% | 31,894 | $5.6M |
| Scotia Capital Inc. | 0.02% | Add +1.3% | 30,087 | $5.3M |
| Motley Fool Wealth Management, LLC | 0.31% | New | 29,570 | $5.2M |
| Aviva PLC | 0.01% | Add +9.8% | 28,972 | $5.1M |
| Norwood Investment Partners, LP | 3.78% | Add +119.8% | 28,877 | $5.0M |
| Nuveen, LLC | 0.00% | Add +1.2% | 28,629 | $5.0M |
| Canoe Financial LP | 0.07% | Reduce -1.7% | 28,086 | $4.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +22.7% | 27,296 | $4.8M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +92.0% | 27,029 | $4.7M |
| Legato Capital Management LLC | 0.56% | Add +0.8% | 26,695 | $4.7M |
| Advisors Capital Management, LLC | 0.06% | Add +11.9% | 25,350 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +1.3% | 24,904 | $4.3M |
| Alberta Investment Management Corp | 0.04% | No change | 24,300 | $4.2M |
| Natixis Advisors, LLC | 0.01% | Add +0.5% | 24,294 | $4.2M |
| New York State Common Retirement Fund | 0.01% | Add +0.6% | 24,183 | $4.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -2.3% | 22,616 | $3.9M |
| Sei Investments Co. | 0.00% | Add +25.7% | 22,403 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -48.6% | 22,438 | $3.9M |
| Sargent Investment Group, LLC | 0.53% | Reduce -31.1% | 19,877 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.9% | 21,972 | $3.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.2% | 20,276 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -5.6% | 18,953 | $3.3M |
| Numerai GP LLC | 0.47% | Reduce -53.4% | 18,649 | $3.3M |
| APG Asset Management N.V. | 0.01% | Add +4.5% | 20,800 | $3.1M |
| Quantinno Capital Management LP | 0.01% | Reduce -1.7% | 17,092 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 16,929 | $3.0M |
| Empowered Funds, LLC | 0.03% | Add +32.3% | 16,348 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -27.8% | 15,962 | $2.8M |
| Quantbot Technologies LP | 0.07% | Add +6.6% | 15,375 | $2.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.0% | 13,770 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.5% | 13,327 | $2.3M |
| Eos Management, L.P. | 1.00% | No change | 13,182 | $2.3M |
| USS Investment Management Ltd | 0.01% | Add +0.6% | 13,321 | $2.3M |
| ARS Wealth Advisors Group, LLC | 0.26% | New | 13,000 | $2.3M |
| GFI Investment Counsel Ltd. | 0.24% | No change | 12,502 | $2.2M |
| Point72 Asia (Singapore) Pte. Ltd. | 0.39% | New | 12,488 | $2.2M |
| Oddo BHF Asset Management Sas | 0.08% | Reduce -7.2% | 9,000 | $2.1M |
| Point72 Asset Management | 0.01% | Add +556.3% | 11,800 | $2.1M |
| LPL Financial LLC | 0.00% | Add +7.9% | 11,663 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Add +94.1% | 11,229 | $2.0M |
| Forsta Ap-Fonden | 0.01% | Add +348.0% | 11,200 | $2.0M |
| Creative Planning | 0.00% | Add +26.7% | 11,019 | $1.9M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.84% | Add +12.5% | 10,676 | $1.9M |
| JB Capital Partners LP | 0.33% | No change | 10,104 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -8.1% | 10,087 | $1.8M |
| Financial Council, LLC | 0.84% | No change | 10,000 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 9,572 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +0.6% | 9,547 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 9,344 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -67.0% | 9,194 | $1.6M |
| Korea Investment CORP | 0.00% | No change | 9,104 | $1.6M |
| Aviso Financial Inc. | 0.07% | Add +0.1% | 8,917 | $1.6M |
| Pembroke Management, LTD | 0.19% | No change | 6,541 | $1.6M |
| Amica Mutual Insurance Co. | 0.14% | No change | 8,136 | $1.4M |
| Onex Canada Asset Management Inc. | 0.17% | Reduce -55.1% | 8,102 | $1.4M |
| Susquehanna Advisors Group, Inc. | 0.09% | New | 7,812 | $1.4M |
| Bank of Nova Scotia Trust Co. | 0.13% | Add +2.2% | 7,559 | $1.3M |
| Parr McKnight Wealth Management Group, LLC | 0.18% | Add +1.8% | 7,502 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.04% | No change | 7,500 | $1.3M |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 7,500 | $1.3M |
| Shell Asset Management Co. | 0.04% | Add +118.7% | 7,469 | $1.3M |
| Jain Global LLC | 0.02% | New | 7,300 | $1.3M |
| Accretive Wealth Partners, LLC | 0.39% | Add +1.3% | 6,883 | $1.2M |
| Auxier Asset Management LLC | 0.18% | No change | 6,873 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -8.1% | 6,856 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +447.6% | 6,850 | $1.2M |
| Trexquant Investment LP | 0.01% | New | 6,823 | $1.2M |
| J. Safra Sarasin Holding AG | 0.02% | Add +78.6% | 6,834 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +52.5% | 6,558 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.7% | 6,370 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +41.4% | 6,244 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -44.9% | 6,131 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +0.9% | 6,092 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -23.0% | 6,001 | $1.0M |
| Bristol Gate Capital Partners Inc. | 0.06% | Reduce -4.0% | 5,740 | $1000K |
| Dearborn Partners LLC | 0.04% | Add +46.4% | 5,413 | $945K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 5,215 | $911K |
| Glenmede Investment Management, LP | 0.00% | — | 5,204 | $909K |
| Granahan Investment Management, LLC | 0.03% | Reduce -13.6% | 4,792 | $837K |
| Corient Private Wealth LP | 0.00% | Reduce -72.0% | 4,616 | $806K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -37.8% | 4,506 | $787K |
| Sustainable Insight Capital Management, LLC | 0.35% | Add +68.8% | 4,417 | $771K |
| Swiss Life Asset Management Ltd | 0.00% | Add +3.3% | 4,342 | $758K |
| Public Sector Pension Investment Board | 0.00% | Add +2.5% | 4,076 | $710K |
| Atria Investments, Inc | 0.01% | Add +61.7% | 3,981 | $695K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.5% | 3,861 | $674K |
| Engineers Gate Manager LP | 0.01% | New | 3,830 | $669K |
| Verition Fund Management LLC | 0.00% | Add +21.0% | 3,754 | $656K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.4% | 3,634 | $635K |
| UMB Bank, n.a. | 0.01% | Reduce -0.4% | 3,610 | $630K |
| Ritholtz Wealth Management | 0.01% | Add +59.1% | 3,456 | $604K |
| Alliancebernstein L.P. | 0.00% | Reduce -5.5% | 3,333 | $582K |
| Intech Investment Management LLC | 0.01% | New | 3,315 | $577K |
| Mariner, LLC | 0.00% | Add +60.3% | 3,235 | $565K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +39.3% | 3,186 | $556K |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -68.7% | 3,164 | $552K |
| Two Sigma Investments, LP | 0.00% | Reduce -52.0% | 3,059 | $534K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 3,036 | $530K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -27.0% | 3,021 | $528K |
| FMR LLC | 0.00% | Reduce -10.1% | 2,919 | $509K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,865 | $500K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 2,759 | $482K |
| &partners | 0.00% | Add +8.6% | 2,759 | $482K |
| Macquarie Group Ltd. | 0.00% | No change | 1,961 | $466K |
| First Trust Advisors LP | 0.00% | Reduce -6.9% | 2,667 | $466K |
| Cetera Investment Advisers | 0.00% | Add +55.3% | 2,599 | $454K |
| Tritonpoint Wealth, LLC | 0.04% | Add +10.7% | 2,531 | $443K |
| Argonautica Private Wealth Management, Inc. | 0.14% | Reduce -1.8% | 2,501 | $437K |
| Investment Management Corp of Ontario | 0.01% | Reduce -7.4% | 2,491 | $435K |
| XTX Topco Ltd | 0.02% | Reduce -33.2% | 2,447 | $427K |
| Westerkirk Capital Inc. | 0.05% | — | 2,400 | $419K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.7% | 2,391 | $418K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.0% | 2,329 | $416K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,369 | $414K |
| Yorktown Management & Research Co Inc | 0.38% | No change | 2,300 | $402K |
| Squarepoint Ops LLC | 0.00% | New | 2,286 | $399K |
| Gulf International Bank (UK) Ltd | 0.01% | No change | 2,285 | $399K |
| Polen Capital Management LLC | 0.00% | Reduce -92.4% | 2,247 | $392K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -5.7% | 2,005 | $391K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,206 | $385K |
| GMO | 0.00% | New | 2,200 | $383K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.1% | 2,119 | $379K |
| Vista Finance, LLC | 0.31% | Add +4.0% | 2,081 | $363K |
| Rhumbline Advisers | 0.00% | Add +0.6% | 2,080 | $363K |
| Thompson Investment Management, Inc. | 0.05% | No change | 2,061 | $360K |
| 111 Capital | 0.06% | Add +58.1% | 2,035 | $355K |
| Nexus Investment Management ULC | 0.05% | No change | 2,000 | $349K |
| Greenleaf Trust | 0.00% | Add +0.1% | 1,946 | $340K |
| Cerity Partners LLC | 0.00% | Reduce -11.6% | 1,838 | $321K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 1,812 | $316K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.9% | 1,774 | $310K |
| MML Investors Services, LLC | 0.00% | Reduce -1.7% | 1,771 | $309K |
| Osaic Holdings, Inc. | 0.00% | Add +28.8% | 1,759 | $307K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 1,631 | $285K |
| Personal Cfo Solutions, LLC | 0.05% | Add +0.6% | 1,607 | $281K |
| Stonegate Investment Group, LLC | 0.01% | Add +4.8% | 1,603 | $280K |
| Lindenwold Advisors, INC | 0.15% | Reduce -2.4% | 1,600 | $279K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.7% | 1,524 | $266K |
| Marco Investment Management LLC | 0.02% | No change | 1,510 | $264K |
| Jennison Associates LLC | 0.00% | Reduce -75.3% | 1,478 | $258K |
| Summit Global Investments | 0.02% | New | 1,478 | $258K |
| Evergreen Capital Management LLC | 0.01% | Add +5.6% | 1,462 | $256K |
| Gitterman Wealth Management, LLC | 0.06% | Add +0.8% | 1,456 | $254K |
| Private Advisor Group, LLC | 0.00% | New | 1,427 | $249K |
| Hilltop National Bank | 0.06% | — | 1,404 | $245K |
| Signaturefd, LLC | 0.00% | Add +14.0% | 1,379 | $241K |
| DAVENPORT & Co LLC | 0.00% | Reduce -42.2% | 1,358 | $237K |
| Daiwa Securities Group Inc. | 0.00% | Add +179.8% | 1,346 | $235K |
| Portside Wealth Group, LLC | 0.03% | New | 1,324 | $231K |
| Versant Capital Management, Inc | 0.03% | Reduce -0.3% | 1,294 | $226K |
| Benjamin Edwards Inc. | 0.00% | New | 1,280 | $224K |
| Metis Global Partners, LLC | 0.01% | New | 1,280 | $223K |
| PAX Financial Group, LLC | 0.04% | Reduce -24.4% | 1,270 | $222K |
| Fiduciary Family Office, LLC | 0.07% | New | 1,269 | $222K |
| Hardy Reed LLC | 0.02% | New | 1,238 | $216K |
| Royal London Asset Management Ltd. | 0.00% | No change | 1,208 | $211K |
| Gotham Asset Management | 0.00% | New | 1,159 | $202K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -9.3% | 1,158 | $201K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.4% | 1,141 | $199K |
| US Bancorp \de | 0.00% | Reduce -25.4% | 1,067 | $186K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.2% | 944 | $163K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | Reduce -10.5% | 903 | $158K |
| Amica Retiree Medical Trust | 0.20% | No change | 800 | $140K |
| Fifth Third Bancorp | 0.00% | Reduce -9.6% | 695 | $121K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 602 | $105K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.7% | 568 | $99K |
| Security National Bank | 0.02% | No change | 553 | $97K |
| Point72 (DIFC) Ltd | 0.01% | New | 500 | $87K |
| Tacita Capital Inc | 0.05% | Add +62.1% | 470 | $82K |
| Arax Advisory Partners | 0.00% | Reduce -28.0% | 371 | $79K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 420 | $73K |
| Lanark Financial, Inc. | 0.01% | Reduce -87.2% | 416 | $72K |
| Clearstead Advisors, LLC | 0.00% | Reduce -11.1% | 385 | $67K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +400.0% | 365 | $64K |
| Natixis | 0.00% | Reduce -42.7% | 326 | $57K |
| Accent Capital Management, LLC | 0.02% | No change | 319 | $56K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 291 | $51K |
| Cromwell Holdings LLC | 0.03% | No change | 276 | $48K |
| Global Retirement Partners, LLC | 0.00% | — | 272 | $47K |
| Trust Co. of Vermont | 0.00% | No change | 255 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.2% | 237 | $41K |
| STRS Ohio | 0.00% | Reduce -0.4% | 227 | $40K |
| Harbour Investments, Inc. | 0.00% | No change | 208 | $36K |
| Geneos Wealth Management Inc. | 0.00% | Add +63.7% | 203 | $35K |
| Clark Wealth Partners | 0.02% | No change | 190 | $33K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 190 | $33K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -64.4% | 152 | $27K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.7% | 136 | $24K |
| GW&K Investment Management, LLC | 0.00% | No change | 133 | $23K |
| Principal Securities, Inc. | 0.00% | Add +1.6% | 128 | $22K |
| ORG Partners LLC | 0.00% | New | 115 | $20K |
| Whittier Trust Co. | 0.00% | No change | 115 | $20K |
| Parkside Financial Bank & Trust | 0.00% | New | 105 | $18K |
| Spire Wealth Management | 0.00% | Reduce -81.6% | 100 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 98 | $17K |
| Blue Trust, Inc. | 0.00% | Add +4200.0% | 86 | $15K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 85 | $15K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 77 | $13K |
| Simplex Trading, LLC | 0.00% | Add +2400.0% | 75 | $13K |
| TCTC Holdings, LLC | 0.00% | Reduce -60.8% | 67 | $12K |
| Binnacle Investments Inc | 0.01% | Add +60.5% | 61 | $11K |
| Hurley Capital, LLC | 0.01% | No change | 59 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $9K |
| Allworth Financial LP | 0.00% | Add +4.5% | 46 | $8K |
| Brooklyn Investment Group | 0.00% | Reduce -47.4% | 40 | $7K |
| NewSquare Capital LLC | 0.00% | Add +900.0% | 40 | $7K |
| Pacifica Partners Inc. | 0.00% | New | 40 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 37 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 35 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.3% | 30 | $6K |
| Sierra Ocean, LLC | 0.00% | No change | 30 | $5K |
| Assetmark, Inc. | 0.00% | Add +81.3% | 29 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 24 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 21 | $4K |
| WPG Advisers, LLC | 0.00% | Reduce -30.8% | 18 | $3K |
| TD Private Client Wealth LLC | 0.00% | New | 18 | $3K |
| SBI Securities Co., Ltd. | 0.00% | New | 18 | $3K |
| NFSG Corp | 0.00% | No change | 14 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 14 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -55.2% | 13 | $2K |
| Larson Financial Group LLC | 0.00% | New | 12 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 10 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -30.0% | 7 | $1K |
| Bare Financial Services, Inc | 0.00% | No change | 4 | $698 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $586 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $524 |
| Jones Financial Companies LLLP | 0.00% | No change | 1 | $173 |
"% of holder's portfolio" is FSV's weight in each manager's 13F, not the share of Firstservice Corp. the manager owns.