FirstserviceFSV

13F holders, Q3 2025 (September 30)
320holders −1
32new positions
32sold out
7famous investors
$189.18avg. 13F price*

At the end of Q3 2025, 320 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, down 1 from Q2 2025. 32 opened new positions and 32 sold out. The largest holders were Vanguard Group Inc. ($366.8M), Durable Capital Partners LP ($365.2M) and FIL Ltd ($295.8M). 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Firstservice Corp.
CUSIP
33767E202
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 269Q1 2024Q2 2024: 268Q2 2024Q3 2024: 284Q3 2024Q4 2024: 309Q4 2024Q1 2025: 314Q1 2025Q2 2025: 321Q2 2025Q3 2025: 320Q3 2025Q4 2025: 307Q4 2025Q1 2026: 298Q1 2026Q2 2026: 279Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$13.0M
Exits32$29.4M

All 13F filers, Q2 2025 → Q3 2025: 2,460,110 shares bought and 1,530,015 shares sold, net +930,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 320 holders

Vanguard Group Inc. 0.01% Add +3.5% 1,925,014 $366.8M
Durable Capital Partners LP 2.71% Add +12.9% 2,216,720 $365.2M
FIL Ltd 0.23% Add +39.8% 1,552,332 $295.8M
Mackenzie Financial Corp. 0.36% Add +5.1% 1,551,175 $295.5M
Orbis Allan Gray Ltd 1.19% Add +2.1% 1,454,188 $277.0M
Neuberger Berman Group LLC 0.18% Reduce -17.8% 1,256,675 $239.4M
Conestoga Capital Advisors, LLC 3.74% Reduce -12.8% 1,223,287 $233.0M
T. Rowe Price Investment Management, Inc. 0.11% Add +2.6% 908,713 $173.1M
Morgan Stanley 0.01% Reduce -1.4% 900,644 $171.6M
Janus Henderson Group PLC 0.07% Add +8.4% 787,949 $150.1M
T. Rowe Price Associates Inc. 0.02% Add +5.0% 753,891 $143.6M
Franklin Resources Inc. 0.03% Add +2.3% 600,155 $114.3M
Royal Bank of Canada 0.02% Add +4.5% 578,773 $110.3M
Renaissance Technologies 0.14% Reduce -6.7% 556,040 $105.9M
Geode Capital Management, LLC 0.01% Add +12.1% 486,159 $97.7M
William Blair Investment Management, LLC 0.24% Reduce -2.8% 497,441 $94.8M
Acadian Asset Management LLC 0.17% Add +181.0% 496,535 $94.6M
Manufacturers Life Insurance Company, The 0.07% Reduce -22.0% 467,669 $89.1M
Cibc World Market Inc. 0.18% Add +0.9% 453,889 $86.5M
Fred Alger Management, LLC 0.32% Reduce -10.6% 431,659 $82.2M
Bank of Montreal 0.03% Add +27.8% 416,766 $79.4M
1832 Asset Management L.P. 0.13% Reduce -0.7% 406,654 $77.5M
Geneva Capital Management LLC 1.25% Reduce -0.3% 383,618 $73.1M
Royce & Associates LP 0.68% Add +0.8% 360,143 $68.6M
Goldman Sachs Group Inc. 0.01% Reduce -6.3% 359,353 $68.5M
CIBC Asset Management Inc 0.20% Reduce -12.7% 354,462 $67.9M
Copeland Capital Management, LLC 1.33% Reduce -4.9% 335,072 $63.8M
Picton Mahoney Asset Management 0.81% Add +2.9% 331,730 $63.2M
National Bank of Canada 0.07% Reduce -0.6% 320,531 $60.8M
TD Asset Management Inc 0.04% Add +3.1% 287,971 $54.9M
Legal & General Group Plc 0.01% Add +42.0% 261,165 $49.8M
JPMorgan Chase & Co. 0.00% Reduce -7.7% 254,586 $48.5M
Baskin Financial Services Inc. 3.51% Reduce -0.6% 250,504 $47.7M
Captrust Financial Advisors 0.10% Add +3.0% 247,931 $47.2M
Fiera Capital Corp 0.15% Reduce -3.2% 242,918 $46.3M
Arrowstreet Capital, Limited Partnership 0.03% Add +21.5% 242,752 $46.2M
Brown Advisory Inc. 0.06% Add +14.3% 240,304 $45.8M
Bank of America Corp. 0.00% Add +5.8% 234,875 $44.7M
Canada Pension Plan Investment Board 0.03% Add +48.8% 234,040 $44.6M
American Century Companies Inc. 0.02% Reduce -7.5% 233,829 $44.6M
Lionstone Capital Management LLC 9.63% No change 216,200 $41.2M
Dimensional Fund Advisors LP 0.01% Add +25.9% 214,930 $40.9M
Clearbridge Investments, LLC 0.03% Reduce -2.1% 201,092 $38.3M
Bessemer Group Inc. 0.06% Add +3.7% 199,446 $38.0M
Skandinaviska Enskilda Banken AB (publ) 0.12% Add +111.3% 117,322 $31.1M
Envestnet Asset Management Inc. 0.01% Add +10.2% 159,559 $30.4M
Qube Research & Technologies Ltd 0.04% Add +29.7% 154,443 $29.4M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +7.9% 151,210 $28.8M
Toronto Dominion Bank 0.06% Add +137.4% 149,475 $28.5M
Blair William & Co. 0.07% Add +1.1% 147,071 $28.0M
Fenimore Asset Management Inc 0.55% Add +44.1% 144,633 $27.6M
Deutsche Bank AG 0.01% Add +6.2% 139,321 $26.5M
Bank of Nova Scotia 0.05% Reduce -8.6% 136,551 $26.0M
AltraVue Capital, LLC 1.99% Add +2.1% 126,025 $24.0M
UBS Group AG 0.00% Add +129.2% 124,204 $23.7M
Swiss National Bank 0.01% Reduce -5.3% 117,700 $22.4M
Raymond James Financial Inc. 0.01% Reduce -29.9% 112,477 $21.4M
TD Waterhouse Canada Inc. 0.13% Add +3.6% 109,202 $20.6M
Montrusco Bolton Investments Inc. 0.22% Reduce -0.5% 100,748 $19.2M
Voya Investment Management LLC 0.02% Reduce -21.2% 99,110 $18.9M
Summit Creek Advisors LLC 2.75% Reduce -6.6% 99,019 $18.9M
Massachusetts Financial Services Co. 0.01% Reduce -17.3% 97,926 $18.7M
Charles Schwab Investment Management Inc. 0.00% Add +11.9% 97,531 $18.6M
Jacobson & Schmitt Advisors, LLC 3.11% Reduce -1.6% 95,165 $18.1M
Osterweis Capital Management Inc. 1.03% Reduce -10.8% 91,594 $17.4M
D. E. Shaw & Co. 0.01% Add +22.9% 90,711 $17.3M
BlackRock, Inc. 0.00% Add +5.3% 76,116 $14.5M
United Capital Financial Advisors, LLC 0.10% Add +47.1% 74,819 $14.3M
Amundi 0.00% Reduce -16.3% 74,881 $13.9M
Northern Trust Corp. 0.00% Add +5.2% 72,946 $13.9M
Mufg Securities (canada), LTD. 0.36% Reduce -4.3% 67,840 $12.9M
Russell Investments Group, Ltd. 0.01% Add +7.7% 66,281 $12.6M
Ameriprise Financial Inc. 0.00% Reduce -46.8% 61,816 $11.9M
HSBC Holdings PLC 0.01% Reduce -29.3% 55,985 $10.7M
Hillsdale Investment Management Inc. 0.30% Reduce -2.3% 52,250 $10.0M
Andra AP-fonden 0.13% No change 37,100 $9.8M
Wells Fargo & Company 0.00% Add +2.0% 51,010 $9.7M
Catawba River Capital 4.12% Reduce -0.1% 47,681 $9.1M
Voloridge Investment Management, LLC 0.03% Add +21.4% 45,595 $8.7M
Barclays PLC 0.00% Reduce -7.8% 44,647 $8.5M
Invesco Ltd. 0.00% Reduce -11.5% 42,832 $8.2M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.87% Reduce -5.5% 41,080 $7.8M
King Luther Capital Management Corp. 0.03% Reduce -0.0% 38,672 $7.4M
Citigroup Inc. 0.01% Add +527.6% 37,663 $7.2M
Aptus Capital Advisors, LLC 0.06% Add +15.1% 37,148 $7.1M
Bank of New York Mellon Corp 0.00% Add +1.0% 36,423 $6.9M
Argent Capital Management LLC 0.18% Add +1.5% 34,290 $6.5M
Cumberland Partners Ltd 0.42% Reduce -8.2% 33,780 $6.4M
Aviva PLC 0.01% Add +12.4% 32,560 $6.2M
PDT Partners, LLC 0.38% Reduce -0.1% 31,869 $6.1M
Waratah Capital Advisors Ltd. 0.41% Reduce -24.1% 31,677 $6.0M
Scotia Capital Inc. 0.02% Add +2.0% 30,700 $5.8M
Canoe Financial LP 0.08% Add +7.9% 30,316 $5.8M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -16.6% 30,100 $5.7M
Nuveen, LLC 0.00% No change 28,629 $5.5M
Pictet Asset Management Holding SA 0.01% Add +2.6% 28,018 $5.3M
Trexquant Investment LP 0.05% Add +305.6% 27,671 $5.3M
BNP Paribas Financial Markets 0.00% Add +10.8% 27,600 $5.3M
Legato Capital Management LLC 0.55% No change 26,695 $5.1M
Motley Fool Wealth Management, LLC 0.34% Reduce -12.1% 25,980 $4.9M
Advisors Capital Management, LLC 0.06% Add +0.2% 25,412 $4.8M
Lazard Asset Management LLC 0.01% New 25,290 $4.8M
Jane Street Group, LLC 0.01% Reduce -41.7% 25,009 $4.8M
Natixis Advisors, LLC 0.01% Add +0.4% 24,396 $4.6M
Sei Investments Co. 0.01% Add +8.8% 24,364 $4.6M
New York State Common Retirement Fund 0.01% No change 24,183 $4.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +4.2% 23,572 $4.5M
Public Employees Retirement System of Ohio 0.01% Add +62.6% 22,387 $4.3M
Quantinno Capital Management LP 0.01% Add +27.0% 21,714 $4.1M
Public Sector Pension Investment Board 0.02% Add +427.0% 21,482 $4.1M
CANADA LIFE ASSURANCE Co 0.01% Add +1.3% 22,262 $4.0M
Alberta Investment Management Corp 0.03% Reduce -13.6% 21,000 $4.0M
State of Tennessee, Department of Treasury 0.01% Reduce -7.1% 20,838 $4.0M
Norwood Investment Partners, LP 3.28% Reduce -30.7% 20,000 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Add +19.6% 19,099 $3.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -7.5% 18,756 $3.6M
Eos Management, L.P. 1.37% Add +36.9% 18,047 $3.4M
Stifel Financial Corp. 0.00% Reduce -6.5% 17,728 $3.4M
APG Asset Management N.V. 0.01% No change 20,800 $3.4M
Empowered Funds, LLC 0.03% Add +4.9% 17,155 $3.3M
Pathstone Holdings, LLC 0.01% Add +0.5% 17,021 $3.2M
ARS Wealth Advisors Group, LLC 0.30% Add +23.1% 16,000 $3.0M
Y-Intercept (Hong Kong) Ltd 0.07% Add +68.4% 15,738 $3.0M
Citadel Advisors 0.00% Add +69.0% 15,536 $3.0M
Cubist Systematic Strategies, LLC 0.04% Reduce -48.0% 14,043 $2.7M
Quantbot Technologies LP 0.07% Reduce -9.6% 13,906 $2.6M
USS Investment Management Ltd 0.01% No change 13,321 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -1.2% 13,162 $2.5M
Point72 Asset Management 0.01% Add +11.5% 13,161 $2.5M
GFI Investment Counsel Ltd. 0.25% Add +0.5% 12,559 $2.4M
Creative Planning 0.00% Add +9.5% 12,061 $2.3M
Oddo BHF Asset Management Sas 0.08% Reduce -13.3% 7,800 $2.1M
JB Capital Partners LP 0.33% No change 10,104 $1.9M
Financial Council, LLC 0.85% No change 10,000 $1.9M
Magnetar Financial LLC 0.01% New 9,623 $1.8M
PNC Financial Services Group, Inc. 0.00% No change 9,572 $1.8M
Corient Private Wealth LP 0.00% Add +102.6% 9,353 $1.8M
Aviso Financial Inc. 0.07% Add +1.8% 9,075 $1.7M
Cetera Investment Advisers 0.00% Add +245.8% 8,988 $1.7M
Truist Financial Corp. 0.00% Reduce -12.6% 8,817 $1.7M
Amica Mutual Insurance Co. 0.14% No change 8,136 $1.6M
Engineers Gate Manager LP 0.02% Add +108.9% 8,000 $1.5M
LPL Financial LLC 0.00% Reduce -33.3% 7,784 $1.5M
Bank of Nova Scotia Trust Co. 0.14% Add +1.1% 7,642 $1.5M
Parr McKnight Wealth Management Group, LLC 0.19% Add +1.1% 7,583 $1.4M
Schwartz Investment Counsel Inc. 0.05% No change 7,500 $1.4M
Allianz Asset Management GmbH 0.00% Reduce -33.7% 7,443 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Add +12.2% 7,360 $1.4M
Numerai GP LLC 0.20% Reduce -60.7% 7,321 $1.4M
Korea Investment CORP 0.00% Reduce -20.1% 7,270 $1.4M
Accretive Wealth Partners, LLC 0.41% Add +2.1% 7,026 $1.3M
O'shaughnessy Asset Management, LLC 0.01% Add +11.1% 6,938 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -8.0% 6,900 $1.3M
Auxier Asset Management LLC 0.18% No change 6,873 $1.3M
Pembroke Management, LTD 0.12% No change 6,541 $1.2M
Capstone Investment Advisors, LLC 0.01% Add +185.0% 6,288 $1.2M
DekaBank Deutsche Girozentrale 0.00% No change 6,092 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Add +100.2% 6,047 $1.2M
Aquatic Capital Management LLC 0.02% New 6,019 $1.1M
Oppenheimer Asset Management Inc. 0.01% Reduce -8.9% 5,586 $1.1M
Bristol Gate Capital Partners Inc. 0.06% Reduce -6.2% 5,386 $1.0M
Sustainable Insight Capital Management, LLC 0.32% Add +19.3% 5,269 $1.0M
Swiss Life Asset Management Ltd 0.01% Add +19.3% 5,181 $989K
Ewing Morris & Co. Investment Partners Ltd. 0.42% Reduce -52.0% 5,126 $978K
Millennium Management 0.00% Reduce -93.9% 4,907 $935K
Alliancebernstein L.P. 0.00% Add +46.0% 4,867 $927K
Shell Asset Management Co. 0.09% Reduce -35.6% 4,812 $917K
First Trust Advisors LP 0.00% Add +78.4% 4,758 $906K
Utah Retirement Systems 0.01% New 4,579 $873K
Bradley Foster & Sargent Inc. 0.01% No change 4,506 $858K
Campbell & CO Investment Adviser LLC 0.06% Reduce -36.5% 4,354 $829K
Glenmede Investment Management, LP 0.00% Reduce -17.2% 4,309 $821K
Entropy Technologies, LP 0.06% New 4,140 $789K
Crossmark Global Holdings, Inc. 0.01% Add +6.5% 4,114 $784K
Ritholtz Wealth Management 0.01% Add +13.1% 3,907 $744K
Wellington Management Group LLP 0.00% Reduce -94.0% 3,899 $743K
Atria Investments, Inc 0.01% Reduce -2.5% 3,881 $739K
Mariner, LLC 0.00% Add +11.5% 3,606 $687K
Farther Finance Advisors, LLC 0.01% Reduce -2.3% 3,552 $677K
FMR LLC 0.00% Add +21.3% 3,541 $675K
Verition Fund Management LLC 0.00% Reduce -6.0% 3,529 $672K
Two Sigma Investments, LP 0.00% Add +13.1% 3,459 $659K
UMB Bank, n.a. 0.01% Reduce -5.8% 3,400 $648K
Dearborn Partners LLC 0.03% Reduce -37.5% 3,382 $644K
J. Safra Sarasin Holding AG 0.01% Reduce -51.0% 3,349 $638K
HighTower Advisors, LLC 0.00% Add +4.2% 3,162 $602K
Gulf International Bank (UK) Ltd 0.02% Reduce -2.3% 2,233 $592K
GMO 0.00% Add +40.9% 3,100 $591K
Orgel Wealth Management, LLC 0.01% No change 2,865 $546K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +1.9% 2,810 $535K
Harbor Capital Advisors, Inc. 0.04% Reduce -70.9% 2,778 $529K
&partners 0.00% Reduce -5.5% 2,607 $497K
Tritonpoint Wealth, LLC 0.04% Reduce -2.5% 2,468 $471K
Argonautica Private Wealth Management, Inc. 0.14% Reduce -1.1% 2,473 $471K
Snowden Capital Advisors LLC 0.01% Reduce -0.0% 2,390 $456K
Kornitzer Capital Management Inc. 0.01% No change 2,369 $451K
Yorktown Management & Research Co Inc 0.35% No change 2,300 $438K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.5% 2,248 $420K
Westerkirk Capital Inc. 0.05% Reduce -8.3% 2,200 $419K
NorthCrest Asset Manangement, LLC 0.01% Add +4.3% 2,209 $413K
Vista Finance, LLC 0.26% Reduce -0.1% 2,080 $396K
Steward Partners Investment Advisory, LLC 0.00% Add +14.1% 2,068 $394K
Thompson Investment Management, Inc. 0.05% No change 2,061 $393K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +234.2% 2,012 $383K
Greenleaf Trust 0.00% Add +0.2% 1,950 $371K
Gotham Asset Management 0.00% Add +66.3% 1,927 $367K
Aigen Investment Management, LP 0.06% New 1,917 $365K
Vident Advisory, LLC 0.00% New 1,889 $360K
MML Investors Services, LLC 0.00% Add +5.5% 1,869 $356K
Rhumbline Advisers 0.00% Reduce -13.0% 1,810 $345K
Cerity Partners LLC 0.00% Reduce -4.3% 1,758 $335K
Gitterman Wealth Management, LLC 0.07% Add +17.8% 1,715 $327K
Two Sigma Advisers, LP 0.00% New 1,708 $325K
Duncker Streett & Co. Inc. 0.05% No change 1,631 $311K
Stonegate Investment Group, LLC 0.01% Add +1.8% 1,631 $311K
Diversify Wealth Management, LLC 0.02% Reduce -5.3% 1,899 $299K
PAX Financial Group, LLC 0.05% Add +20.6% 1,532 $292K
XTX Topco Ltd 0.02% Reduce -37.5% 1,529 $291K
Apollon Wealth Management, LLC 0.01% Reduce -0.2% 1,521 $290K
Investment Management Corp of Ontario 0.00% Reduce -40.1% 1,491 $284K
Summit Global Investments 0.02% No change 1,478 $282K
Signaturefd, LLC 0.00% Add +7.3% 1,480 $282K
Caprock Group, LLC 0.01% — 1,395 $281K
Daiwa Securities Group Inc. 0.00% Add +8.2% 1,456 $277K
WoodTrust Financial Corp 0.03% New 1,450 $276K
Aristides Capital LLC 0.08% New 1,404 $267K
Marco Investment Management LLC 0.02% Reduce -7.6% 1,395 $266K
Personal Cfo Solutions, LLC 0.05% Reduce -13.3% 1,393 $265K
Centaurus Financial, Inc. 0.01% Reduce -21.6% 1,390 $265K
Evergreen Capital Management LLC 0.01% Reduce -6.2% 1,371 $262K
Hilltop National Bank 0.06% Reduce -4.3% 1,343 $256K
Metis Global Partners, LLC 0.01% Add +3.4% 1,324 $252K
Summitry LLC 0.01% New 1,312 $250K
Portside Wealth Group, LLC 0.03% Reduce -2.3% 1,293 $246K
Lindenwold Advisors, INC 0.11% Reduce -21.9% 1,250 $238K
Tower Research Capital LLC (TRC) 0.01% Reduce -61.5% 1,227 $234K
Royal London Asset Management Ltd. 0.00% No change 1,208 $230K
OMERS ADMINISTRATION Corp 0.00% New 1,200 $229K
Benjamin Edwards Inc. 0.00% Reduce -6.3% 1,200 $229K
Versant Capital Management, Inc 0.03% Reduce -10.2% 1,162 $221K
Wasatch Advisors LP 0.00% New 1,142 $218K
Syon Capital LLC 0.01% New 1,128 $215K
Hardy Reed LLC 0.02% Reduce -9.3% 1,123 $214K
Parallel Advisors, LLC 0.00% Reduce -4.0% 1,095 $209K
Arax Advisory Partners 0.00% Add +194.6% 1,093 $208K
Quotient Wealth Partners, LLC 0.01% New 1,092 $208K
Assenagon Asset Management S.A. 0.00% Reduce -5.9% 1,090 $208K
Elevation Point Wealth Partners, LLC 0.01% New 1,087 $207K
Vestmark Advisory Solutions, Inc. 0.00% New 1,087 $207K
US Bancorp \de 0.00% Add +1.2% 1,080 $206K
NorthRock Partners, LLC 0.00% New 1,061 $202K
Natixis 0.00% Add +224.8% 1,059 $202K
Nexus Investment Management ULC 0.03% Reduce -50.0% 1,000 $190K
Amica Retiree Medical Trust 0.21% No change 800 $152K
Osaic Holdings, Inc. 0.00% Reduce -60.5% 695 $134K
Fifth Third Bancorp 0.00% Reduce -9.3% 630 $120K
Smartleaf Asset Management LLC 0.01% Reduce -35.2% 612 $116K
Security National Bank 0.02% No change 553 $105K
Tacita Capital Inc 0.05% No change 470 $90K
Trust Co. of Vermont 0.00% Add +70.6% 435 $83K
GHP Investment Advisors, Inc. 0.00% Add +0.2% 421 $80K
Sagard Holdings Management Inc. 0.40% New 416 $79K
Spire Wealth Management 0.00% Add +300.0% 400 $76K
EverSource Wealth Advisors, LLC 0.00% Add +3.6% 378 $72K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -62.8% 336 $64K
Accent Capital Management, LLC 0.03% No change 319 $61K
AXA Investment Managers S.A. 0.00% — 280 $53K
Cromwell Holdings LLC 0.03% Add +0.7% 278 $53K
CIBC Private Wealth Group LLC 0.00% Reduce -2.1% 232 $44K
STRS Ohio 0.00% Reduce -3.1% 220 $42K
Harbour Investments, Inc. 0.00% No change 208 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 190 $36K
Rockefeller Capital Management L.P. 0.00% New 174 $33K
GW&K Investment Management, LLC 0.00% Add +28.6% 171 $33K
JPL Wealth Management, LLC 0.01% New 139 $26K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -1.5% 134 $26K
First Horizon Corp. 0.00% — 125 $24K
Financial Management Professionals, Inc. 0.00% Reduce -24.3% 115 $22K
ORG Partners LLC 0.00% No change 115 $22K
Principal Securities, Inc. 0.00% Reduce -16.4% 107 $20K
Clearstead Advisors, LLC 0.00% Reduce -72.5% 106 $20K
Clark Wealth Partners 0.01% Reduce -33.2% 127 $20K
Cornerstone Planning Group LLC 0.00% Add +316.7% 125 $20K
Centerpoint Advisors, LLC 0.01% No change 98 $19K
Caitong International Asset Management Co., Ltd 0.01% New 92 $18K
Blue Trust, Inc. 0.00% No change 86 $16K
Quadrant Capital Group LLC 0.00% New 73 $14K
Retirement Wealth Solutions LLC 0.01% Reduce -6.5% 72 $14K
Advisory Services Network, LLC 0.00% New 69 $13K
Binnacle Investments Inc 0.01% Add +11.5% 68 $13K
TCTC Holdings, LLC 0.00% No change 67 $13K
Hurley Capital, LLC 0.01% No change 59 $11K
Allworth Financial LP 0.00% Add +17.4% 54 $10K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $10K
Clayton Financial Group LLC 0.01% New 47 $9K
Mather Group, Llc. 0.00% New 47 $9K
Assetmark, Inc. 0.00% Add +44.8% 42 $8K
AdvisorNet Financial, Inc 0.00% No change 35 $7K
Brown Brothers Harriman & Co. 0.00% New 27 $5K
Dogwood Wealth Management LLC 0.00% No change 24 $5K
NewEdge Advisors, LLC 0.00% No change 21 $4K
Global Retirement Partners, LLC 0.00% Reduce -92.3% 21 $4K
WPG Advisers, LLC 0.00% No change 18 $3K
TD Private Client Wealth LLC 0.00% No change 18 $3K
SBI Securities Co., Ltd. 0.00% No change 18 $3K
True Wealth Design, LLC 0.00% Add +433.3% 16 $3K
NFSG Corp 0.00% No change 14 $3K
JFS Wealth Advisors, LLC 0.00% No change 14 $3K
IFP Advisors, Inc 0.00% No change 13 $2K
Larson Financial Group LLC 0.00% Reduce -8.3% 11 $2K
Bell Investment Advisors, Inc 0.00% No change 10 $2K
Parkside Financial Bank & Trust 0.00% Reduce -90.5% 10 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 7 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 7 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 7 $1K
Bare Financial Services, Inc 0.00% No change 4 $762
Golden State Wealth Management, LLC 0.00% New 4 $762
Creative Financial Designs Inc. 0.00% New 2 $381
Wealthspire Advisors, LLC 0.00% New 1 $191
Jones Financial Companies LLLP 0.00% No change 1 $190

"% of holder's portfolio" is FSV's weight in each manager's 13F, not the share of Firstservice Corp. the manager owns.