FirstserviceFSV
13F holders, Q4 2025 (December 31)307holders −13
36new positions
51sold out
8famous investors
$156.82avg. 13F price*
At the end of Q4 2025, 307 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, down 13 from Q3 2025. 36 opened new positions and 51 sold out. The largest holders were Manufacturers Life Insurance Company, The ($432.2M), Orbis Allan Gray Ltd ($308.7M) and Vanguard Group Inc. ($304.0M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $55.7M |
| Exits | 51 | $47.3M |
All 13F filers, Q3 2025 → Q4 2025: 6,369,232 shares bought and 5,926,811 shares sold, net +442,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| Manufacturers Life Insurance Company, The | 0.36% | Add +493.4% | 2,775,353 | $432.2M |
| Orbis Allan Gray Ltd | 1.29% | Add +36.5% | 1,984,677 | $308.7M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 1,954,819 | $304.0M |
| Mackenzie Financial Corp. | 0.33% | Add +15.5% | 1,791,116 | $278.2M |
| Janus Henderson Group PLC | 0.10% | Add +73.6% | 1,367,564 | $212.7M |
| Conestoga Capital Advisors, LLC | 3.07% | Reduce -4.2% | 1,172,521 | $182.4M |
| Neuberger Berman Group LLC | 0.13% | Reduce -8.0% | 1,156,598 | $179.9M |
| Wellington Management Group LLP | 0.02% | Add +18366.1% | 719,993 | $112.0M |
| Morgan Stanley | 0.01% | Reduce -27.0% | 657,144 | $102.2M |
| William Blair Investment Management, LLC | 0.26% | Add +19.9% | 596,249 | $92.7M |
| Geode Capital Management, LLC | 0.01% | Add +9.0% | 529,854 | $87.3M |
| FIL Ltd | 0.06% | Reduce -64.4% | 551,994 | $85.8M |
| Norges Bank | 0.01% | — | 550,405 | $85.6M |
| BCV Asset Management Inc. | 2.00% | — | 370,026 | $79.0M |
| Cibc World Market Inc. | 0.14% | Add +11.8% | 507,243 | $78.9M |
| Royal Bank of Canada | 0.01% | Reduce -14.4% | 495,663 | $77.1M |
| Renaissance Technologies | 0.12% | Reduce -11.9% | 489,988 | $76.2M |
| Fred Alger Management, LLC | 0.27% | Add +3.0% | 444,706 | $69.2M |
| 1832 Asset Management L.P. | 0.09% | Add +8.9% | 442,773 | $68.9M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -51.8% | 437,940 | $68.1M |
| Durable Capital Partners LP | 0.64% | Reduce -80.3% | 436,598 | $67.9M |
| TD Asset Management Inc | 0.05% | Add +46.4% | 421,603 | $65.6M |
| Bank of Montreal | 0.03% | Reduce -0.2% | 415,860 | $64.6M |
| Geneva Capital Management LLC | 1.21% | Add +8.2% | 414,948 | $64.5M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -49.3% | 382,075 | $59.4M |
| Royce & Associates LP | 0.59% | Add +3.5% | 372,861 | $58.0M |
| Franklin Resources Inc. | 0.01% | Reduce -39.6% | 362,588 | $56.4M |
| Copeland Capital Management, LLC | 1.20% | Add +3.3% | 346,042 | $53.8M |
| Acadian Asset Management LLC | 0.09% | Reduce -32.4% | 335,850 | $52.3M |
| Brown Advisory Inc. | 0.07% | Add +37.7% | 330,980 | $51.5M |
| CIBC Asset Management Inc | 0.12% | Reduce -9.4% | 320,962 | $49.9M |
| Picton Mahoney Asset Management | 0.52% | Reduce -7.3% | 307,346 | $47.9M |
| National Bank of Canada | 0.05% | Reduce -10.8% | 286,075 | $44.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +24.9% | 268,536 | $41.8M |
| Legal & General Group Plc | 0.01% | Add +1.5% | 265,074 | $41.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.16% | Add +58.0% | 185,316 | $39.6M |
| Captrust Financial Advisors | 0.07% | Add +1.7% | 252,172 | $39.2M |
| Baskin Financial Services Inc. | 2.94% | Add +0.4% | 251,527 | $39.1M |
| Clearbridge Investments, LLC | 0.03% | Add +22.4% | 246,088 | $38.3M |
| Lionstone Capital Management LLC | 8.83% | Add +13.7% | 245,720 | $38.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 240,657 | $37.4M |
| Canada Pension Plan Investment Board | 0.02% | No change | 234,040 | $36.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -5.4% | 229,619 | $35.7M |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 222,170 | $34.6M |
| Fiera Capital Corp | 0.10% | Reduce -14.3% | 208,305 | $32.4M |
| Toronto Dominion Bank | 0.06% | Add +33.5% | 199,496 | $31.0M |
| Montrusco Bolton Investments Inc. | 0.37% | Add +89.4% | 190,823 | $29.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Add +22.2% | 184,795 | $28.7M |
| Voya Investment Management LLC | 0.03% | Add +79.7% | 178,126 | $27.7M |
| American Century Companies Inc. | 0.01% | Reduce -23.9% | 178,054 | $27.7M |
| UBS Group AG | 0.01% | Add +40.5% | 174,467 | $27.1M |
| Loomis Sayles & Co. L P | 0.03% | New | 160,823 | $25.0M |
| Fenimore Asset Management Inc | 0.49% | Add +3.6% | 149,827 | $23.3M |
| Jacobson & Schmitt Advisors, LLC | 3.80% | Add +52.4% | 144,994 | $22.6M |
| Blair William & Co. | 0.06% | Reduce -2.7% | 143,062 | $22.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +40.5% | 137,612 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.3% | 128,216 | $19.9M |
| Bessemer Group Inc. | 0.03% | Reduce -36.8% | 126,140 | $19.6M |
| AltraVue Capital, LLC | 1.61% | Reduce -0.4% | 125,575 | $19.5M |
| Bank of Nova Scotia | 0.03% | Reduce -9.4% | 123,731 | $19.2M |
| Deutsche Bank AG | 0.01% | Reduce -15.1% | 118,341 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.5% | 115,252 | $17.9M |
| Swiss National Bank | 0.01% | Reduce -7.7% | 108,600 | $16.9M |
| Public Sector Pension Investment Board | 0.05% | Add +377.7% | 102,616 | $16.0M |
| Osterweis Capital Management Inc. | 0.91% | Add +11.8% | 102,354 | $15.9M |
| Voloridge Investment Management, LLC | 0.06% | Add +123.8% | 102,062 | $15.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.7% | 100,165 | $15.6M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -37.3% | 96,855 | $15.1M |
| Summit Creek Advisors LLC | 2.31% | Reduce -4.9% | 94,202 | $14.7M |
| Millennium Management | 0.01% | Add +1602.6% | 83,548 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -50.2% | 79,531 | $12.4M |
| Amundi | 0.00% | Reduce -1.5% | 73,781 | $11.5M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -7.0% | 69,609 | $10.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.1% | 68,503 | $10.7M |
| Scotia Capital Inc. | 0.04% | Add +120.5% | 67,708 | $10.5M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.85% | Add +14.2% | 46,898 | $10.0M |
| Mufg Securities (canada), LTD. | 0.27% | Reduce -7.7% | 62,642 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 61,376 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -11.8% | 58,495 | $9.1M |
| BlackRock, Inc. | 0.00% | Reduce -26.1% | 56,221 | $8.7M |
| Grafton Street Partners Management Company, LLC | 3.91% | — | 51,347 | $8.0M |
| Nicola Wealth Management LTD. | 0.71% | New | 50,390 | $7.8M |
| Catawba River Capital | 3.39% | Add +2.6% | 48,939 | $7.6M |
| Wells Fargo & Company | 0.00% | Reduce -12.3% | 44,727 | $7.0M |
| Andra AP-fonden | 0.09% | Reduce -12.1% | 32,600 | $7.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -51.3% | 44,211 | $6.9M |
| Invesco Ltd. | 0.00% | Add +0.5% | 43,051 | $6.7M |
| King Luther Capital Management Corp. | 0.03% | Add +7.5% | 41,581 | $6.5M |
| Point72 Asset Management | 0.01% | Add +211.2% | 40,957 | $6.4M |
| Norwood Investment Partners, LP | 7.00% | Add +100.0% | 40,000 | $6.2M |
| Sei Investments Co. | 0.01% | Add +63.4% | 39,811 | $6.2M |
| Aptus Capital Advisors, LLC | 0.05% | Add +0.4% | 37,301 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 36,764 | $5.7M |
| Aviva PLC | 0.01% | Add +5.7% | 34,430 | $5.4M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -69.1% | 33,741 | $5.2M |
| Argent Capital Management LLC | 0.15% | Reduce -2.6% | 33,410 | $5.2M |
| Waratah Capital Advisors Ltd. | 0.37% | No change | 31,677 | $4.9M |
| PDT Partners, LLC | 0.32% | Reduce -1.6% | 31,369 | $4.9M |
| Daiwa Securities Group Inc. | 0.02% | Add +1978.6% | 30,265 | $4.7M |
| Nuveen, LLC | 0.00% | No change | 28,629 | $4.5M |
| Canoe Financial LP | 0.06% | Reduce -6.5% | 28,344 | $4.4M |
| Alberta Investment Management Corp | 0.03% | Add +30.9% | 27,500 | $4.3M |
| Advisors Capital Management, LLC | 0.05% | Add +7.6% | 27,349 | $4.3M |
| Legato Capital Management LLC | 0.36% | No change | 26,695 | $4.2M |
| Trexquant Investment LP | 0.04% | Reduce -3.6% | 26,686 | $4.2M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.2% | 26,560 | $4.1M |
| Korea Investment CORP | 0.01% | Add +254.5% | 25,770 | $4.0M |
| Louisbourg Investments Inc. | 0.76% | New | 24,640 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +13.3% | 24,600 | $3.8M |
| Cumberland Partners Ltd | 0.23% | Reduce -27.3% | 24,550 | $3.8M |
| New York State Common Retirement Fund | 0.01% | No change | 24,183 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +15.5% | 22,064 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +17.0% | 21,940 | $3.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -8.7% | 21,528 | $3.3M |
| Motley Fool Wealth Management, LLC | 0.25% | Reduce -20.1% | 20,772 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.8% | 20,522 | $3.2M |
| Amica Mutual Insurance Co. | 0.27% | Add +148.4% | 20,213 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.7% | 20,070 | $3.1M |
| Timelo Investment Management Inc. | 3.30% | New | 20,000 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 18,893 | $2.9M |
| Third Avenue Management LLC | 0.53% | New | 18,714 | $2.9M |
| Engineers Gate Manager LP | 0.03% | Add +132.4% | 18,595 | $2.9M |
| APG Asset Management N.V. | 0.01% | No change | 20,800 | $2.8M |
| ARS Wealth Advisors Group, LLC | 0.22% | No change | 16,000 | $2.5M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.02% | — | 15,710 | $2.4M |
| Sargent Investment Group, LLC | 0.30% | New | 15,292 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.8% | 15,237 | $2.4M |
| Numerai GP LLC | 0.28% | Add +107.0% | 15,151 | $2.4M |
| USS Investment Management Ltd | 0.01% | Add +10.5% | 14,719 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.5% | 14,724 | $2.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -51.5% | 14,600 | $2.2M |
| State of Wisconsin Investment Board | 0.01% | New | 14,288 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -43.1% | 14,218 | $2.2M |
| Anson Funds Management LP | 0.31% | New | 14,100 | $2.2M |
| GFI Investment Counsel Ltd. | 0.22% | Add +6.9% | 13,421 | $2.1M |
| Quantbot Technologies LP | 0.07% | Reduce -7.4% | 12,880 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -47.8% | 12,734 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.2% | 11,956 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -25.1% | 11,632 | $1.8M |
| Magnetar Financial LLC | 0.02% | Add +15.5% | 11,118 | $1.7M |
| Langdon Equity Partners | 0.88% | — | 10,000 | $1.7M |
| Creative Planning | 0.00% | Reduce -11.3% | 10,692 | $1.7M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.69% | Add +95.1% | 10,000 | $1.6M |
| JB Capital Partners LP | 0.27% | No change | 10,104 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 9,523 | $1.5M |
| Bank of Nova Scotia Trust Co. | 0.13% | Add +24.1% | 9,484 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -58.1% | 9,374 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | Add +49.2% | 8,983 | $1.4M |
| US Bancorp \de | 0.00% | Add +730.9% | 8,974 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -4.9% | 8,896 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +0.9% | 8,894 | $1.4M |
| Aviso Financial Inc. | 0.05% | Reduce -2.7% | 8,834 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -7.9% | 8,276 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.04% | No change | 7,500 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -81.3% | 7,048 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,900 | $1.1M |
| Auxier Asset Management LLC | 0.15% | No change | 6,873 | $1.1M |
| Accretive Wealth Partners, LLC | 0.31% | Reduce -3.9% | 6,750 | $1.0M |
| Pembroke Management, LTD | 0.11% | No change | 6,541 | $1.0M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,092 | $989K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -14.8% | 6,274 | $976K |
| Parr McKnight Wealth Management Group, LLC | 0.13% | Reduce -18.7% | 6,166 | $959K |
| Avanza Fonder AB | 0.02% | New | 4,310 | $920K |
| LPL Financial LLC | 0.00% | Reduce -24.9% | 5,849 | $910K |
| Swiss Life Asset Management Ltd | 0.00% | Add +9.1% | 5,652 | $879K |
| Forsta Ap-Fonden | 0.00% | New | 5,200 | $810K |
| Investment Management Corp of Ontario | 0.01% | Add +240.4% | 5,075 | $789K |
| Gotham Asset Management | 0.00% | Add +163.3% | 5,074 | $789K |
| Callan Family Office, LLC | 0.02% | New | 4,872 | $758K |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 4,869 | $757K |
| Utah Retirement Systems | 0.01% | No change | 4,579 | $713K |
| FMR LLC | 0.00% | Add +28.6% | 4,554 | $708K |
| Caprock Group, LLC | 0.01% | Add +205.8% | 4,266 | $665K |
| Glenmede Trust Co. NA | 0.00% | — | 4,207 | $654K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -4.5% | 4,160 | $647K |
| Sustainable Insight Capital Management, LLC | 0.21% | Reduce -22.8% | 4,069 | $633K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -44.2% | 3,872 | $602K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.1% | 3,804 | $592K |
| Dearborn Partners LLC | 0.03% | Add +12.4% | 3,802 | $591K |
| Atria Investments, Inc | 0.01% | Reduce -3.8% | 3,732 | $581K |
| Argonautica Private Wealth Management, Inc. | 0.17% | Add +47.2% | 3,640 | $566K |
| UMB Bank, n.a. | 0.01% | No change | 3,400 | $529K |
| Bristol Gate Capital Partners Inc. | 0.03% | Reduce -38.5% | 3,313 | $516K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 3,110 | $484K |
| GMO | 0.00% | No change | 3,100 | $483K |
| Entropy Technologies, LP | 0.03% | Reduce -26.6% | 3,040 | $473K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -51.6% | 3,040 | $473K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,865 | $446K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,798 | $436K |
| M&T Bank Corp | 0.00% | New | 2,783 | $433K |
| Vise Technologies, Inc. | 0.01% | New | 2,701 | $420K |
| Harbor Capital Advisors, Inc. | 0.03% | Reduce -4.5% | 2,654 | $413K |
| &partners | 0.00% | Add +1.5% | 2,645 | $411K |
| Man Group plc | 0.00% | New | 2,618 | $407K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -84.3% | 2,466 | $384K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +125.2% | 2,448 | $381K |
| Intact Investment Management Inc. | 0.01% | New | 2,400 | $373K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.3% | 2,344 | $369K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,369 | $368K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.5% | 2,355 | $367K |
| Gulf International Bank (UK) Ltd | 0.01% | No change | 2,233 | $347K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +2.0% | 2,253 | $345K |
| NewEdge Advisors, LLC | 0.00% | Add +10209.5% | 2,165 | $337K |
| TritonPoint Partners, LLC | 0.18% | — | 2,134 | $332K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -48.2% | 2,130 | $331K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -65.7% | 2,075 | $323K |
| Thompson Investment Management, Inc. | 0.04% | No change | 2,061 | $320K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.4% | 2,059 | $320K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 2,012 | $313K |
| Greenleaf Trust | 0.00% | Reduce -0.5% | 1,941 | $302K |
| Vista Finance, LLC | 0.20% | Reduce -6.8% | 1,938 | $301K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -1.4% | 1,873 | $294K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 1,882 | $293K |
| Summitry LLC | 0.01% | Add +40.5% | 1,843 | $287K |
| Ritholtz Wealth Management | 0.01% | Reduce -53.8% | 1,806 | $281K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,766 | $275K |
| PAX Financial Group, LLC | 0.05% | Add +13.9% | 1,745 | $271K |
| Vident Advisory, LLC | 0.00% | Reduce -8.4% | 1,731 | $269K |
| Mariner, LLC | 0.00% | Reduce -53.7% | 1,668 | $259K |
| Squarepoint Ops LLC | 0.00% | New | 1,653 | $257K |
| AQR Capital Management | 0.00% | New | 1,638 | $255K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 1,631 | $254K |
| Personal Cfo Solutions, LLC | 0.04% | Add +14.9% | 1,601 | $249K |
| Rhumbline Advisers | 0.00% | Reduce -12.4% | 1,585 | $247K |
| First Trust Advisors LP | 0.00% | Reduce -68.0% | 1,523 | $237K |
| Prelude Capital Management, LLC | 0.02% | New | 1,465 | $228K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,419 | $221K |
| Royal London Asset Management Ltd. | 0.00% | Add +16.0% | 1,401 | $218K |
| Marco Investment Management LLC | 0.02% | No change | 1,395 | $217K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,390 | $216K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -9.4% | 1,378 | $214K |
| Hilltop National Bank | 0.05% | No change | 1,343 | $209K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 834 | $178K |
| Signaturefd, LLC | 0.00% | Reduce -23.4% | 1,134 | $176K |
| Natixis | 0.00% | Add +0.1% | 1,060 | $165K |
| Westerkirk Capital Inc. | 0.02% | Reduce -54.5% | 1,000 | $156K |
| Nexus Investment Management ULC | 0.02% | No change | 1,000 | $156K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -24.8% | 923 | $144K |
| Simplex Trading, LLC | 0.00% | New | 903 | $140K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +796.7% | 825 | $128K |
| Arax Advisory Partners | 0.00% | Reduce -26.3% | 806 | $125K |
| Wellington-Altus USA Inc. | 0.09% | — | 791 | $123K |
| Parallel Advisors, LLC | 0.00% | Reduce -38.0% | 679 | $106K |
| Security National Bank | 0.01% | No change | 553 | $86K |
| Barclays PLC | 0.00% | Reduce -98.8% | 513 | $80K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.5% | 511 | $80K |
| Fifth Third Bancorp | 0.00% | Reduce -19.5% | 507 | $79K |
| Tacita Capital Inc | 0.04% | No change | 470 | $73K |
| Trust Co. of Vermont | 0.00% | No change | 435 | $68K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 421 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.5% | 342 | $53K |
| Van Lanschot Kempen Investment Management N.V. | 0.00% | No change | 336 | $52K |
| Accent Capital Management, LLC | 0.02% | No change | 319 | $50K |
| Rockefeller Capital Management L.P. | 0.00% | Add +73.6% | 302 | $47K |
| GW&K Investment Management, LLC | 0.00% | Add +76.6% | 302 | $47K |
| Cromwell Holdings LLC | 0.02% | Reduce -0.4% | 277 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 235 | $37K |
| Kestra Advisory Services, LLC | 0.00% | New | 219 | $34K |
| STRS Ohio | 0.00% | Reduce -5.5% | 208 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 208 | $32K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 190 | $30K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +17.9% | 158 | $25K |
| Jones Financial Companies LLLP | 0.00% | Add +14300.0% | 144 | $22K |
| Clark Wealth Partners | 0.01% | No change | 127 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.9% | 117 | $18K |
| Versant Capital Management, Inc | 0.00% | Reduce -90.0% | 116 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 115 | $18K |
| ORG Partners LLC | 0.00% | No change | 115 | $18K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -12.8% | 109 | $17K |
| First Horizon Corp. | 0.00% | Reduce -12.8% | 109 | $17K |
| Centerpoint Advisors, LLC | 0.00% | No change | 98 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 87 | $14K |
| Spire Wealth Management | 0.00% | Reduce -78.8% | 85 | $13K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 79 | $12K |
| Optiver Holding B.V. | 0.00% | New | 79 | $12K |
| SageView Advisory Group, LLC | 0.00% | New | 72 | $11K |
| TCTC Holdings, LLC | 0.00% | No change | 67 | $10K |
| Hurley Capital, LLC | 0.01% | No change | 59 | $9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 52 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 50 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 45 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.4% | 39 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +442.9% | 38 | $6K |
| Larson Financial Group LLC | 0.00% | Add +227.3% | 36 | $6K |
| TD Private Client Wealth LLC | 0.00% | Add +22.2% | 22 | $3K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 20 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 18 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -57.1% | 18 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 17 | $3K |
| Kilter Group LLC | 0.00% | New | 14 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 14 | $2K |
| NFSG Corp | 0.00% | No change | 14 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 13 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -30.0% | 7 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -91.7% | 6 | $934 |
| Cornerstone Financial Management LLC | 0.00% | — | 6 | $933 |
| MidFirst Bank | 0.00% | — | 5 | $778 |
| Golden State Wealth Management, LLC | 0.00% | No change | 4 | $623 |
| Quadrant Capital Group LLC | 0.00% | Reduce -94.5% | 4 | $623 |
| Bare Financial Services, Inc | 0.00% | No change | 4 | $622 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 3 | $467 |
| True Wealth Design, LLC | 0.00% | Reduce -87.5% | 2 | $312 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 2 | $311 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 1 | $156 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $156 |
| Cwm, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is FSV's weight in each manager's 13F, not the share of Firstservice Corp. the manager owns.