FirstserviceFSV
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $21.0M |
| Exits | 44 | $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.