FirstserviceFSV

13F holders, Q1 2026 (March 31)
298holders −9
35new positions
44sold out
9famous investors
$139.33avg. 13F price*

At the end of Q1 2026, 298 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, down 9 from Q4 2025. 35 opened new positions and 44 sold out. The largest holders were Orbis Allan Gray Ltd ($551.3M), Manufacturers Life Insurance Company, The ($265.9M) and Janus Henderson Group PLC ($220.6M). 9 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions35$21.0M
Exits44$297.6M

All 13F filers, Q4 2025 → Q1 2026: 4,700,675 shares bought and 5,142,438 shares sold, net −441,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 298 holders

Orbis Allan Gray Ltd 2.33% Add +99.9% 3,968,227 $551.3M
Manufacturers Life Insurance Company, The 0.23% Reduce -31.1% 1,913,406 $265.9M
Janus Henderson Group PLC 0.11% Add +16.1% 1,587,454 $220.6M
Mackenzie Financial Corp. 0.25% Reduce -17.9% 1,471,292 $204.6M
Conestoga Capital Advisors, LLC 3.90% Add +19.9% 1,405,564 $195.3M
Neuberger Berman Group LLC 0.13% Add +3.7% 1,198,873 $166.6M
Vanguard Capital Management LLC 0.00% — 1,196,448 $166.4M
CIBC Asset Management Inc 0.24% Add +124.9% 721,874 $100.2M
Geode Capital Management, LLC 0.01% Add +11.7% 591,715 $89.0M
Morgan Stanley 0.01% Reduce -6.9% 611,553 $85.0M
William Blair Investment Management, LLC 0.27% Reduce -0.5% 593,327 $82.4M
Wellington Management Group LLP 0.01% Reduce -19.7% 578,411 $80.4M
Royal Bank of Canada 0.02% Add +15.7% 573,421 $79.7M
Geneva Capital Management LLC 1.56% Add +27.1% 527,572 $73.3M
BCV Asset Management Inc. 2.40% Add +36.2% 504,115 $69.8M
Renaissance Technologies 0.11% Add +0.1% 490,440 $68.1M
Bank of Montreal 0.03% Add +14.8% 477,450 $66.4M
TD Asset Management Inc 0.05% Add +13.0% 476,267 $66.0M
Cibc World Market Inc. 0.11% Reduce -9.4% 459,286 $63.9M
Royce & Associates LP 0.63% Add +22.5% 456,642 $63.4M
1832 Asset Management L.P. 0.08% Reduce -5.6% 418,046 $58.1M
Brown Advisory Inc. 0.09% Add +20.6% 399,181 $55.5M
FIL Ltd 0.04% Reduce -30.0% 386,599 $53.8M
Copeland Capital Management, LLC 1.14% Add +6.5% 368,543 $51.2M
Fred Alger Management, LLC 0.22% Reduce -17.6% 366,514 $50.9M
Vanguard Fiduciary Trust Co. 0.01% — 360,511 $50.2M
Vanguard Global Advisers, LLC 0.02% — 321,072 $44.7M
American Century Companies Inc. 0.02% Add +68.3% 299,631 $41.7M
National Bank of Canada 0.04% Add +4.3% 298,476 $40.7M
Clearbridge Investments, LLC 0.04% Add +17.8% 289,852 $40.3M
Dimensional Fund Advisors LP 0.01% Add +3.2% 277,225 $38.5M
Montrusco Bolton Investments Inc. 0.55% Add +38.1% 263,488 $36.5M
Legal & General Group Plc 0.01% Reduce -0.9% 262,641 $36.4M
Lionstone Capital Management LLC 8.81% Add +6.6% 261,955 $36.4M
Baskin Financial Services Inc. 2.85% Reduce -0.5% 250,301 $34.8M
Picton Mahoney Asset Management 0.35% Reduce -20.6% 244,183 $34.0M
Voya Investment Management LLC 0.04% Add +35.3% 241,009 $33.5M
Bank of America Corp. 0.00% Add +8.2% 240,316 $33.4M
Captrust Financial Advisors 0.06% Reduce -5.0% 239,515 $33.3M
Canada Pension Plan Investment Board 0.02% No change 234,040 $32.6M
SEB Asset Management AB 0.13% — 226,848 $31.5M
JPMorgan Chase & Co. 0.00% Reduce -17.1% 199,529 $27.2M
Bessemer Group Inc. 0.04% Add +52.2% 191,970 $26.7M
Massachusetts Financial Services Co. 0.01% Reduce -5.0% 130,662 $25.3M
Loomis Sayles & Co. L P 0.03% Add +9.0% 175,255 $24.3M
Goldman Sachs Group Inc. 0.00% Add +35.5% 173,688 $24.1M
Jacobson & Schmitt Advisors, LLC 3.73% Add +2.0% 147,930 $20.6M
Envestnet Asset Management Inc. 0.01% Add +85.8% 147,755 $20.5M
Blair William & Co. 0.06% Add +2.3% 146,314 $20.3M
Fenimore Asset Management Inc 0.45% Reduce -3.8% 144,177 $20.0M
Fiera Capital Corp 0.07% Reduce -33.2% 139,175 $19.3M
Swiss National Bank 0.01% Add +27.5% 138,500 $19.2M
Deutsche Bank AG 0.01% Add +9.4% 129,520 $18.0M
Raymond James Financial Inc. 0.01% Add +12.2% 129,364 $17.9M
AltraVue Capital, LLC 1.51% Add +0.5% 126,255 $17.5M
Bank of Nova Scotia 0.03% Reduce -3.3% 119,710 $16.6M
Charles Schwab Investment Management Inc. 0.00% Add +5.1% 105,316 $14.6M
Public Sector Pension Investment Board 0.04% Add +0.4% 103,038 $14.3M
Toronto Dominion Bank 0.03% Reduce -50.6% 98,547 $13.7M
UBS Group AG 0.00% Reduce -44.9% 96,118 $13.4M
Summit Creek Advisors LLC 2.66% Reduce -1.2% 93,072 $12.9M
Voloridge Investment Management, LLC 0.05% Reduce -14.5% 87,258 $12.1M
Nicola Wealth Management LTD. 1.44% Add +70.8% 86,090 $12.0M
Amundi 0.00% Add +6.6% 78,650 $10.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% — 74,025 $10.3M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.97% Add +37.9% 64,666 $9.1M
Osterweis Capital Management Inc. 0.56% Reduce -36.6% 64,884 $9.0M
Millennium Management 0.01% Reduce -22.8% 64,509 $9.0M
Ameriprise Financial Inc. 0.00% Add +3.8% 63,704 $8.9M
Sei Investments Co. 0.01% Add +59.2% 63,388 $8.8M
Mufg Securities (canada), LTD. 0.24% Reduce -2.6% 61,037 $8.5M
Russell Investments Group, Ltd. 0.01% Reduce -1.8% 57,420 $8.0M
Northern Trust Corp. 0.00% Reduce -18.2% 56,061 $7.8M
TD Waterhouse Canada Inc. 0.02% Add +72.9% 58,353 $7.8M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -76.0% 55,160 $7.7M
United Capital Financial Advisors, LLC 0.05% Reduce -20.8% 55,121 $7.7M
Grafton Street Partners Management Company, LLC 4.26% No change 51,347 $7.1M
Argent Capital Management LLC 0.22% Add +52.0% 50,787 $7.1M
Third Avenue Management LLC 1.14% Add +169.6% 50,452 $7.0M
Invesco Ltd. 0.00% Add +14.9% 49,471 $6.9M
Catawba River Capital 3.29% Add +1.2% 49,528 $6.8M
BlackRock, Inc. 0.00% Reduce -14.9% 47,832 $6.6M
King Luther Capital Management Corp. 0.03% Add +8.6% 45,156 $6.3M
Congress Asset Management Co. 0.04% New 43,743 $6.1M
Scotia Capital Inc. 0.02% Reduce -37.1% 42,564 $5.9M
Quantinno Capital Management LP 0.01% Add +72.6% 42,451 $5.9M
Point72 Asset Management 0.01% Reduce -2.0% 40,138 $5.6M
Langdon Equity Partners 4.16% Add +300.0% 40,000 $5.6M
Aptus Capital Advisors, LLC 0.04% Add +1.0% 37,675 $5.2M
Wells Fargo & Company 0.00% Reduce -20.5% 35,556 $4.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +62.0% 34,865 $4.9M
Bank of New York Mellon Corp 0.00% Reduce -5.3% 34,798 $4.8M
Aviva PLC 0.01% Add +0.5% 34,598 $4.8M
Numerai GP LLC 0.46% Add +119.5% 33,259 $4.6M
Waratah Capital Advisors Ltd. 0.41% Add +3.1% 32,671 $4.5M
Louisbourg Investments Inc. 0.80% Add +23.3% 30,387 $4.2M
Nuveen, LLC 0.00% No change 28,629 $4.0M
Norwood Investment Partners, LP 5.84% Reduce -31.7% 27,319 $3.8M
Advisors Capital Management, LLC 0.04% Reduce -0.2% 27,294 $3.8M
Legato Capital Management LLC 0.34% No change 26,695 $3.7M
Citadel Advisors 0.00% Add +128.4% 26,567 $3.7M
Pictet Asset Management Holding SA 0.00% Reduce -3.6% 25,601 $3.6M
Canoe Financial LP 0.05% Reduce -11.9% 24,959 $3.5M
Cumberland Partners Ltd 0.26% Reduce -0.3% 24,480 $3.4M
New York State Common Retirement Fund 0.00% No change 24,183 $3.4M
PDT Partners, LLC 0.20% Reduce -23.3% 24,069 $3.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.6% 22,509 $3.1M
Vanguard Investments Australia, Ltd. 0.01% — 20,778 $2.9M
Amica Mutual Insurance Co. 0.24% No change 20,213 $2.8M
State of Tennessee, Department of Treasury 0.01% No change 20,070 $2.8M
Citigroup Inc. 0.00% Add +181.5% 19,842 $2.8M
Quantbot Technologies LP 0.11% Add +50.6% 19,394 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.5% 20,415 $2.6M
Franklin Resources Inc. 0.00% Reduce -94.8% 18,844 $2.6M
Natixis Advisors, LLC 0.00% Add +47.9% 18,829 $2.6M
APG Asset Management N.V. 0.01% Add +3.1% 21,451 $2.6M
Stifel Financial Corp. 0.00% Reduce -2.2% 18,484 $2.6M
Empowered Funds, LLC 0.02% New 18,069 $2.5M
JCIC Asset Management Inc. 0.76% New 17,915 $2.5M
Qube Research & Technologies Ltd 0.00% Reduce -81.9% 17,529 $2.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -16.2% 18,499 $2.4M
Pathstone Holdings, LLC 0.01% Add +18.1% 17,384 $2.4M
D. E. Shaw & Co. 0.00% Reduce -61.8% 16,911 $2.4M
ARS Wealth Advisors Group, LLC 0.19% No change 16,000 $2.2M
Motley Fool Wealth Management, LLC 0.24% Reduce -26.0% 15,370 $2.1M
PensionDanmark Pensionsforsikringsaktieselskab 0.02% Reduce -3.2% 15,210 $2.1M
Schwartz Investment Counsel Inc. 0.07% Add +100.0% 15,000 $2.1M
Jones Financial Companies LLLP 0.00% Add +10522.2% 15,296 $2.1M
USS Investment Management Ltd 0.01% Add +1.2% 14,890 $2.0M
Ewing Morris & Co. Investment Partners Ltd. 0.92% Add +47.0% 14,700 $2.0M
Sargent Investment Group, LLC 0.26% Reduce -7.4% 14,164 $2.0M
GFI Investment Counsel Ltd. 0.25% No change 13,421 $1.9M
Engineers Gate Manager LP 0.02% Reduce -28.7% 13,258 $1.8M
State of Wisconsin Investment Board 0.00% Reduce -9.8% 12,888 $1.8M
Turtle Creek Asset Management Inc. 0.06% New 12,400 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +1.6% 12,142 $1.7M
Bank of Nova Scotia Trust Co. 0.14% Add +25.4% 11,894 $1.7M
Cetera Investment Advisers 0.00% Add +39.7% 11,558 $1.6M
Creative Planning 0.00% Add +5.3% 11,258 $1.6M
Alberta Investment Management Corp 0.01% Reduce -59.9% 11,036 $1.5M
Northwest & Ethical Investments L.P. 0.03% New 10,124 $1.4M
JB Capital Partners LP 0.24% No change 10,104 $1.4M
PNC Financial Services Group, Inc. 0.00% Add +0.1% 9,530 $1.3M
LPL Financial LLC 0.00% Add +53.6% 8,983 $1.2M
Aviso Financial Inc. 0.04% Reduce -11.5% 7,822 $1.1M
Dynamic Technology Lab Private Ltd 0.17% New 7,520 $1.0M
Truist Financial Corp. 0.00% Reduce -16.7% 7,407 $1.0M
Gotham Asset Management 0.00% Add +38.6% 7,031 $977K
First Trust Advisors LP 0.00% Add +357.2% 6,963 $967K
Chevy Chase Trust Holdings, LLC 0.00% No change 6,900 $959K
Auxier Asset Management LLC 0.14% No change 6,873 $955K
Acadian Asset Management LLC 0.00% Reduce -98.0% 6,864 $949K
Accretive Wealth Partners, LLC 0.27% Add +0.7% 6,800 $945K
Mercer Global Advisors Inc. 0.00% New 6,763 $940K
Sustainable Insight Capital Management, LLC 0.31% Add +60.7% 6,538 $910K
Pembroke Management, LTD 0.13% No change 6,541 $909K
Swiss Life Asset Management Ltd 0.00% Add +12.9% 6,380 $887K
DekaBank Deutsche Girozentrale 0.00% No change 6,092 $848K
Y-Intercept (Hong Kong) Ltd 0.02% Add +146.1% 6,068 $843K
US Bancorp \de 0.00% Reduce -33.0% 6,009 $835K
Avanza Fonder AB 0.02% No change 4,310 $834K
Investment Management Corp of Ontario 0.01% Add +15.8% 5,875 $816K
Callan Family Office, LLC 0.02% Add +20.1% 5,851 $813K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +571.6% 5,601 $776K
Glenmede Trust Co. NA 0.00% Add +32.8% 5,585 $776K
Oppenheimer Asset Management Inc. 0.01% New 5,110 $710K
Alliancebernstein L.P. 0.00% Reduce -9.4% 4,411 $686K
GMO 0.00% Add +54.8% 4,800 $666K
Harbor Capital Advisors, Inc. 0.05% Add +79.5% 4,764 $662K
Utah Retirement Systems 0.01% No change 4,579 $635K
Two Sigma Investments, LP 0.00% New 4,267 $593K
Bristol Gate Capital Partners Inc. 0.04% Add +24.8% 4,134 $573K
Jane Street Group, LLC 0.00% Reduce -71.9% 4,001 $556K
Argonautica Private Wealth Management, Inc. 0.15% Add +1.3% 3,688 $512K
UMB Bank, n.a. 0.01% No change 3,400 $472K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -45.9% 3,394 $472K
Daiwa Securities Group Inc. 0.00% Reduce -89.0% 3,345 $465K
Dearborn Partners LLC 0.03% Reduce -12.7% 3,319 $461K
Farther Finance Advisors, LLC 0.00% Reduce -14.0% 3,272 $452K
Gulf International Bank (UK) Ltd 0.01% Add +43.7% 3,209 $446K
Wealth Enhancement Advisory Services, LLC 0.00% Add +34.0% 3,142 $439K
HighTower Advisors, LLC 0.00% Add +0.7% 3,131 $435K
Vise Technologies, Inc. 0.01% No change 2,701 $420K
Schonfeld Strategic Advisors LLC 0.00% Add +41.7% 2,940 $408K
Centaurus Financial, Inc. 0.02% Add +107.3% 2,882 $400K
Orgel Wealth Management, LLC 0.01% No change 2,865 $398K
Savant Capital, LLC 0.00% New 2,845 $395K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -1.4% 2,760 $384K
Summitry LLC 0.01% Add +44.9% 2,670 $371K
AQR Capital Management 0.00% Add +61.7% 2,649 $368K
Public Employees Retirement System of Ohio 0.00% Reduce -72.3% 2,595 $360K
Blueshift Asset Management, LLC 0.11% New 2,527 $351K
Graham Capital Management, L.P. 0.02% New 2,413 $335K
Intact Investment Management Inc. 0.01% No change 2,400 $334K
Kornitzer Capital Management Inc. 0.01% No change 2,369 $329K
Diversify Wealth Management, LLC 0.01% Add +29.7% 2,429 $326K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -5.0% 2,325 $323K
O'shaughnessy Asset Management, LLC 0.00% Reduce -42.4% 2,231 $310K
Aquatic Capital Management LLC 0.01% Reduce -75.3% 2,219 $308K
Snowden Capital Advisors LLC 0.01% Reduce -9.1% 2,140 $298K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.7% 2,115 $294K
Mariner, LLC 0.00% Add +24.5% 2,077 $288K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 2,061 $286K
Thompson Investment Management, Inc. 0.04% No change 2,061 $286K
Capstone Investment Advisors, LLC 0.00% Reduce -33.1% 2,035 $283K
Harbour Capital Advisors, LLC 0.05% New 1,875 $280K
TritonPoint Partners, LLC 0.10% Reduce -7.4% 1,976 $275K
Hilltop National Bank 0.07% Add +47.0% 1,974 $274K
Marco Investment Management LLC 0.02% Add +38.7% 1,935 $269K
FMR LLC 0.00% Reduce -57.6% 1,929 $268K
Vident Advisory, LLC 0.00% Add +11.2% 1,924 $267K
XTX Topco Ltd 0.00% New 1,913 $266K
Vista Finance, LLC 0.21% Reduce -3.1% 1,878 $261K
&partners 0.00% Reduce -29.2% 1,872 $255K
State of Wyoming 0.03% New 1,779 $247K
Bridgewater Associates 0.00% New 1,772 $246K
Atria Investments, Inc 0.00% Reduce -53.1% 1,751 $243K
Concurrent Investment Advisors, LLC 0.00% Add +19.4% 1,695 $236K
Syon Capital LLC 0.01% New 1,638 $228K
Duncker Streett & Co. Inc. 0.04% No change 1,631 $227K
Dakota Wealth Management 0.00% New 1,600 $222K
PAX Financial Group, LLC 0.04% Reduce -8.5% 1,597 $222K
Rhumbline Advisers 0.00% No change 1,585 $220K
Hardy Reed LLC 0.02% New 1,558 $216K
Worldquant Millennium Advisors LLC 0.00% New 1,558 $216K
WoodTrust Financial Corp 0.03% New 1,550 $215K
Versant Capital Management, Inc 0.02% Add +1199.1% 1,507 $209K
MML Investors Services, LLC 0.00% Reduce -21.2% 1,483 $206K
Personal Cfo Solutions, LLC 0.03% Reduce -9.7% 1,445 $201K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -29.9% 1,410 $196K
Royal London Asset Management Ltd. 0.00% No change 1,401 $195K
Mather Group, Llc. 0.00% New 1,261 $175K
Nexus Investment Management ULC 0.02% No change 1,000 $139K
Westerkirk Capital Inc. 0.01% No change 1,000 $139K
Osaic Holdings, Inc. 0.00% Add +67.9% 858 $119K
Wellington-Altus USA Inc. 0.07% No change 791 $112K
Signaturefd, LLC 0.00% Reduce -34.0% 749 $104K
Natixis 0.00% Reduce -31.8% 723 $100K
Fifth Third Bancorp 0.00% Add +23.7% 627 $87K
Arax Advisory Partners 0.00% Reduce -22.1% 628 $86K
Parallel Advisors, LLC 0.00% Reduce -12.5% 594 $83K
Barclays PLC 0.00% Add +9.6% 562 $78K
Security National Bank 0.01% No change 553 $77K
Tacita Capital Inc 0.04% No change 470 $65K
GHP Investment Advisors, Inc. 0.00% Add +0.2% 422 $59K
Rockefeller Capital Management L.P. 0.00% Add +22.9% 371 $52K
Larson Financial Group LLC 0.00% Add +886.1% 355 $49K
GW&K Investment Management, LLC 0.00% Add +14.2% 345 $48K
EverSource Wealth Advisors, LLC 0.00% Reduce -5.6% 323 $45K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +505.8% 315 $44K
Tower Research Capital LLC (TRC) 0.00% Reduce -70.9% 269 $37K
Van Lanschot Kempen Investment Management N.V. 0.00% Reduce -30.6% 233 $32K
Cromwell Holdings LLC 0.02% Reduce -21.7% 217 $30K
Fullerton Fund Management Co Ltd. 0.00% New 200 $28K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +125.3% 196 $27K
STRS Ohio 0.00% Reduce -6.7% 194 $27K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 190 $26K
Advisory Services Network, LLC 0.00% New 156 $22K
Harbour Investments, Inc. 0.00% Reduce -27.9% 150 $21K
Clark Wealth Partners 0.01% No change 127 $18K
Centerpoint Advisors, LLC 0.01% Add +23.5% 121 $17K
First Horizon Corp. 0.00% Add +11.0% 121 $17K
Allworth Financial LP 0.00% New 97 $13K
Cornerstone Planning Group LLC 0.00% Reduce -3.7% 105 $13K
Accent Capital Management, LLC 0.01% Reduce -73.3% 85 $12K
Spire Wealth Management 0.00% No change 85 $12K
Ancora Advisors LLC 0.00% New 77 $11K
Brown, Lisle/Cummings, Inc. 0.00% Add +20.0% 60 $8K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 45 $6K
AdvisorNet Financial, Inc 0.00% No change 39 $5K
Bare Financial Services, Inc 0.00% Add +625.0% 29 $4K
TD Private Client Wealth LLC 0.00% Add +27.3% 28 $4K
Basecamp Wealth Advisors LLC 0.00% Reduce -69.6% 24 $3K
NewEdge Advisors, LLC 0.00% Reduce -99.0% 21 $3K
MAI Capital Management 0.00% New 21 $3K
Richardson Capital Management LLC 0.00% New 17 $2K
Kilter Group LLC 0.00% No change 14 $2K
IFP Advisors, Inc 0.00% No change 13 $2K
WPG Advisers, LLC 0.00% Reduce -33.3% 12 $2K
True Wealth Design, LLC 0.00% Add +450.0% 11 $2K
Simplex Trading, LLC 0.00% Reduce -98.8% 11 $2K
Cornerstone Financial Management LLC 0.00% Add +66.7% 10 $1K
Stone House Investment Management, LLC 0.00% New 10 $1K
Ascentis Independent Advisors 0.00% New 10 $1K
Blue Trust, Inc. 0.00% New 9 $1K
Bell Investment Advisors, Inc 0.00% No change 7 $973
Private Trust Co. NA 0.00% New 7 $973
MassMutual Private Wealth & Trust, FSB 0.00% No change 7 $973
Assetmark, Inc. 0.00% Reduce -61.1% 7 $973
MV Capital Management, Inc. 0.00% Add +500.0% 6 $834
CENTRAL TRUST Co 0.00% New 6 $834
Investors Portfolio Services LLC 0.00% New 6 $772
MidFirst Bank 0.00% No change 5 $695
Cwm, LLC 0.00% Add +400.0% 5 $695
Purpose Unlimited Inc. 0.00% New 5 $647
Golden State Wealth Management, LLC 0.00% No change 4 $557
Optiver Holding B.V. 0.00% Reduce -96.2% 3 $417
Godfrey Financial Associates, Inc. 0.00% No change 2 $278

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