FirstserviceFSV
13F holders, Q2 2026 (June 30)279holders −19
37new positions
58sold out
6famous investors
$144.13avg. 13F price*
At the end of Q2 2026, 279 institutions reported holding Firstservice Corp. (FSV) in their 13F filings, down 19 from Q1 2026. 37 opened new positions and 58 sold out. The largest holders were Orbis Allan Gray Ltd ($574.7M), Manufacturers Life Insurance Company, The ($292.7M) and 1832 Asset Management L.P. ($239.4M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Firstservice Corp.
- CUSIP
- 33767E202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $22.3M |
| Exits | 58 | $92.1M |
All 13F filers, Q1 2026 → Q2 2026: 3,255,610 shares bought and 3,728,934 shares sold, net −473,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| Orbis Allan Gray Ltd | 1.98% | Add +1.9% | 4,044,289 | $574.7M |
| Manufacturers Life Insurance Company, The | 0.23% | Add +7.8% | 2,062,192 | $292.7M |
| 1832 Asset Management L.P. | 0.29% | Add +302.9% | 1,684,460 | $239.4M |
| Jupiter Topco LLC | 0.10% | — | 1,680,486 | $238.8M |
| Vanguard Capital Management LLC | 0.00% | Add +1.7% | 1,216,657 | $173.0M |
| Conestoga Capital Advisors, LLC | 3.76% | Reduce -13.4% | 1,216,997 | $172.9M |
| Neuberger Berman Group LLC | 0.11% | Reduce -1.8% | 1,177,427 | $167.3M |
| Mackenzie Financial Corp. | 0.15% | Reduce -48.6% | 756,199 | $152.5M |
| Morgan Stanley | 0.01% | Add +42.8% | 873,026 | $124.1M |
| CIBC Asset Management Inc | 0.27% | Add +19.3% | 861,424 | $122.4M |
| Geode Capital Management, LLC | 0.01% | Add +10.2% | 652,324 | $100.9M |
| Royal Bank of Canada | 0.02% | Add +12.2% | 643,344 | $91.4M |
| Norges Bank | 0.01% | — | 549,665 | $78.1M |
| TD Asset Management Inc | 0.06% | Add +9.7% | 522,479 | $74.3M |
| Bank of Montreal | 0.03% | Add +9.3% | 521,638 | $74.1M |
| BCV Asset Management Inc. | 2.17% | Add +0.5% | 506,534 | $72.0M |
| Royce & Associates LP | 0.53% | Add +2.1% | 466,428 | $66.3M |
| Renaissance Technologies | 0.08% | Reduce -12.2% | 430,840 | $61.2M |
| Geneva Capital Management LLC | 1.35% | Reduce -21.2% | 415,689 | $59.1M |
| Cibc World Market Inc. | 0.10% | Reduce -13.1% | 399,267 | $56.7M |
| Brown Advisory Inc. | 0.09% | Reduce -3.1% | 386,877 | $55.0M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.8% | 366,841 | $52.2M |
| Copeland Capital Management, LLC | 1.02% | Reduce -5.5% | 348,416 | $49.5M |
| Clearbridge Investments, LLC | 0.04% | Add +18.9% | 344,696 | $49.0M |
| Vanguard Global Advisers, LLC | 0.02% | Add +4.0% | 333,870 | $47.5M |
| Picton Mahoney Asset Management | 0.43% | Add +35.2% | 330,064 | $46.8M |
| William Blair Investment Management, LLC | 0.13% | Reduce -47.6% | 310,952 | $44.2M |
| Wellington Management Group LLP | 0.01% | Reduce -49.5% | 291,944 | $41.5M |
| Lionstone Capital Management LLC | 9.50% | Add +11.1% | 290,920 | $41.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +65.6% | 287,694 | $40.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.1% | 268,514 | $38.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +12.9% | 264,329 | $37.5M |
| Bank of America Corp. | 0.00% | Add +8.4% | 260,602 | $37.0M |
| Montrusco Bolton Investments Inc. | 0.56% | Reduce -3.5% | 254,333 | $36.2M |
| American Century Companies Inc. | 0.02% | Reduce -16.0% | 251,725 | $35.8M |
| Baskin Financial Services Inc. | 2.75% | Reduce -1.6% | 246,257 | $35.0M |
| Legal & General Group Plc | 0.01% | Reduce -7.5% | 242,821 | $34.5M |
| National Bank of Canada | 0.03% | Reduce -21.7% | 233,648 | $32.6M |
| AltraVue Capital, LLC | 2.31% | Add +78.7% | 225,625 | $32.1M |
| Captrust Financial Advisors | 0.05% | Reduce -10.6% | 214,245 | $30.4M |
| FIL Ltd | 0.02% | Reduce -45.3% | 211,557 | $30.1M |
| SEB Asset Management AB | 0.10% | Reduce -13.5% | 196,248 | $27.9M |
| Massachusetts Financial Services Co. | 0.01% | Add +1.9% | 133,120 | $26.8M |
| Fred Alger Management, LLC | 0.09% | Reduce -48.6% | 188,507 | $26.8M |
| Deutsche Bank AG | 0.01% | Add +10.3% | 142,869 | $20.3M |
| Jacobson & Schmitt Advisors, LLC | 3.30% | Reduce -3.9% | 142,185 | $20.2M |
| Public Sector Pension Investment Board | 0.05% | Add +38.0% | 142,225 | $20.2M |
| Blair William & Co. | 0.05% | Reduce -6.7% | 136,539 | $19.4M |
| Swiss National Bank | 0.01% | Reduce -3.4% | 133,800 | $19.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.7% | 129,041 | $18.3M |
| Fiera Capital Corp | 0.07% | Reduce -8.5% | 127,397 | $18.1M |
| Fenimore Asset Management Inc | 0.36% | Reduce -15.1% | 122,398 | $17.4M |
| Bank of Nova Scotia | 0.03% | Add +0.2% | 119,955 | $17.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 114,852 | $16.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +101.9% | 111,377 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.0% | 110,617 | $15.7M |
| Toronto Dominion Bank | 0.03% | Add +6.4% | 104,824 | $14.9M |
| Nicola Wealth Management LTD. | 1.62% | Add +15.0% | 98,990 | $14.1M |
| UBS Group AG | 0.00% | Reduce -0.4% | 95,699 | $13.6M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 1.33% | Add +3.6% | 66,993 | $13.5M |
| Scotia Capital Inc. | 0.05% | Add +119.6% | 93,462 | $13.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +25.1% | 92,594 | $13.2M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -47.5% | 92,080 | $13.1M |
| Osterweis Capital Management Inc. | 0.71% | Add +41.4% | 91,739 | $13.0M |
| Bessemer Group Inc. | 0.01% | Reduce -63.6% | 69,783 | $9.9M |
| Amundi | 0.00% | Reduce -11.8% | 69,377 | $9.9M |
| TD Waterhouse Canada Inc. | 0.03% | Add +13.8% | 66,437 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.0% | 63,053 | $9.0M |
| Third Avenue Management LLC | 1.41% | Add +22.8% | 61,951 | $8.8M |
| BlackRock, Inc. | 0.00% | Add +27.9% | 61,167 | $8.7M |
| Invesco Ltd. | 0.00% | Add +19.7% | 59,198 | $8.4M |
| Mufg Securities (canada), LTD. | 0.22% | Reduce -4.1% | 58,540 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.7% | 56,435 | $8.0M |
| Quantinno Capital Management LP | 0.01% | Add +22.0% | 51,793 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -10.2% | 51,538 | $7.3M |
| Sei Investments Co. | 0.01% | Reduce -18.9% | 51,401 | $7.3M |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 51,151 | $7.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.05% | Add +45.3% | 50,673 | $7.2M |
| Catawba River Capital | 3.19% | Add +1.3% | 50,161 | $7.1M |
| Legato Capital Management LLC | 0.59% | Add +87.0% | 49,915 | $7.1M |
| Summit Creek Advisors LLC | 2.38% | Reduce -47.1% | 49,232 | $7.0M |
| Waratah Capital Advisors Ltd. | 0.49% | Add +38.3% | 45,179 | $6.4M |
| New York State Common Retirement Fund | 0.01% | Add +86.1% | 45,013 | $6.4M |
| Nuveen, LLC | 0.00% | Add +46.1% | 41,840 | $5.9M |
| King Luther Capital Management Corp. | 0.02% | Reduce -7.4% | 41,825 | $5.9M |
| Citigroup Inc. | 0.00% | Add +103.5% | 40,374 | $5.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -27.9% | 39,750 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 37,404 | $5.3M |
| Langdon Equity Partners | 2.89% | Reduce -9.0% | 36,400 | $5.2M |
| Aviva PLC | 0.01% | Add +2.9% | 35,603 | $5.1M |
| Advisors Capital Management, LLC | 0.05% | Add +26.0% | 34,401 | $4.9M |
| Susquehanna International Group, LLP | 0.00% | New | 32,830 | $4.7M |
| Louisbourg Investments Inc. | 0.82% | Add +3.6% | 31,490 | $4.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +16.1% | 26,131 | $3.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.8% | 25,399 | $3.6M |
| Trexquant Investment LP | 0.02% | New | 25,327 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +39.8% | 25,869 | $3.5M |
| Cumberland Partners Ltd | 0.22% | Reduce -0.7% | 24,300 | $3.5M |
| Canoe Financial LP | 0.04% | Reduce -3.3% | 24,132 | $3.4M |
| Bank of Nova Scotia Trust Co. | 0.28% | Add +99.1% | 23,685 | $3.4M |
| Jump Financial, LLC | 0.03% | New | 23,600 | $3.4M |
| Creative Planning | 0.00% | Add +107.2% | 23,325 | $3.3M |
| USS Investment Management Ltd | 0.01% | Add +54.6% | 23,017 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +8.4% | 21,764 | $3.1M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.03% | Add +39.4% | 21,200 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -20.8% | 21,036 | $3.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +0.9% | 20,958 | $3.0M |
| PDT Partners, LLC | 0.16% | Reduce -12.9% | 20,969 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -41.1% | 20,933 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +6.4% | 20,051 | $2.8M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.49% | Add +35.8% | 19,967 | $2.8M |
| Amica Mutual Insurance Co. | 0.23% | Reduce -2.6% | 19,694 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.3% | 19,534 | $2.7M |
| Turtle Creek Asset Management Inc. | 0.10% | Add +50.4% | 18,650 | $2.7M |
| Quantbot Technologies LP | 0.10% | Reduce -6.5% | 18,124 | $2.6M |
| JCIC Asset Management Inc. | 0.76% | No change | 17,915 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -8.5% | 16,913 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.8% | 16,370 | $2.3M |
| Two Sigma Investments, LP | 0.00% | Add +276.4% | 16,063 | $2.3M |
| ARS Wealth Advisors Group, LLC | 0.18% | No change | 16,000 | $2.3M |
| Schwartz Investment Counsel Inc. | 0.07% | Add +5.6% | 15,845 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -17.4% | 15,552 | $2.2M |
| Oddo BHF Asset Management Sas | 0.10% | New | 10,900 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -82.9% | 14,924 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.3% | 14,177 | $2.0M |
| Norwood Investment Partners, LP | 2.75% | Reduce -48.8% | 14,000 | $2.0M |
| Sargent Investment Group, LLC | 0.23% | Reduce -3.1% | 13,724 | $2.0M |
| GFI Investment Counsel Ltd. | 0.26% | No change | 13,421 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.8% | 13,085 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +0.8% | 12,988 | $1.8M |
| Nykredit A/S | 0.01% | — | 11,154 | $1.6M |
| Alberta Investment Management Corp | 0.01% | No change | 11,036 | $1.6M |
| LPL Financial LLC | 0.00% | Add +21.2% | 10,890 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -6.9% | 10,762 | $1.5M |
| Aviso Financial Inc. | 0.05% | Add +35.4% | 10,590 | $1.5M |
| JB Capital Partners LP | 0.22% | No change | 10,104 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 9,525 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | New | 9,167 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +6.7% | 7,906 | $1.1M |
| Swiss Life Asset Management Ltd | 0.00% | Add +14.8% | 7,325 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.0% | 7,302 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Add +178.0% | 7,213 | $1.0M |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 6,900 | $981K |
| Auxier Asset Management LLC | 0.13% | No change | 6,873 | $977K |
| Northwest & Ethical Investments L.P. | 0.02% | Reduce -32.4% | 6,848 | $972K |
| US Bancorp \de | 0.00% | Add +9.7% | 6,591 | $937K |
| Pembroke Management, LTD | 0.12% | Reduce -3.2% | 6,330 | $900K |
| Accretive Wealth Partners, LLC | 0.22% | Reduce -8.0% | 6,257 | $889K |
| Corient Private Wealth LP | 0.00% | New | 6,231 | $885K |
| Investment Management Corp of Ontario | 0.01% | No change | 5,875 | $835K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 6,092 | $831K |
| Numerai GP LLC | 0.06% | Reduce -83.3% | 5,563 | $791K |
| Engineers Gate Manager LP | 0.01% | Reduce -59.8% | 5,331 | $758K |
| Gotham Asset Management | 0.00% | Reduce -28.1% | 5,056 | $719K |
| Fideuram Asset Management (Ireland) dac | 0.01% | New | 3,688 | $696K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +65.8% | 4,876 | $693K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -13.5% | 4,845 | $688K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -0.5% | 4,739 | $673K |
| Thompson Investment Management, Inc. | 0.08% | Add +128.6% | 4,711 | $669K |
| Grandeur Peak Global Advisors, LLC | 0.15% | New | 4,700 | $668K |
| GMO | 0.00% | Reduce -4.2% | 4,600 | $654K |
| Alliancebernstein L.P. | 0.00% | Add +4.5% | 4,609 | $640K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 4,401 | $625K |
| Bristol Gate Capital Partners Inc. | 0.04% | Add +1.7% | 4,205 | $598K |
| Utah Retirement Systems | 0.01% | Reduce -8.5% | 4,190 | $596K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +10.8% | 3,762 | $535K |
| Harbour Capital Advisors, LLC | 0.09% | Add +91.7% | 3,595 | $516K |
| AQR Capital Management | 0.00% | Add +33.2% | 3,529 | $501K |
| Daiwa Securities Group Inc. | 0.00% | Add +1.7% | 3,403 | $484K |
| UMB Bank, n.a. | 0.01% | No change | 3,400 | $483K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -33.6% | 3,395 | $482K |
| Two Sigma Securities, LLC | 0.04% | New | 3,248 | $462K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.5% | 3,222 | $458K |
| Intact Investment Management Inc. | 0.01% | Add +33.3% | 3,200 | $455K |
| HighTower Advisors, LLC | 0.00% | Add +1.3% | 3,171 | $451K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -1.5% | 3,161 | $449K |
| Dearborn Partners LLC | 0.03% | Reduce -6.3% | 3,109 | $442K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,865 | $407K |
| Mariner, LLC | 0.00% | Add +34.9% | 2,801 | $398K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 2,801 | $398K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,731 | $383K |
| Diversify Wealth Management, LLC | 0.01% | Add +12.4% | 2,731 | $383K |
| Summitry LLC | 0.01% | Add +0.5% | 2,684 | $381K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -4.1% | 2,648 | $377K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.5% | 2,529 | $363K |
| Storgate, LLC | 0.07% | New | 2,503 | $356K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,369 | $337K |
| Centaurus Financial, Inc. | 0.01% | Reduce -19.9% | 2,308 | $328K |
| Aaron Wealth Advisors LLC | 0.02% | New | 2,243 | $319K |
| Marco Investment Management LLC | 0.02% | Add +9.0% | 2,110 | $300K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.9% | 2,100 | $298K |
| D. E. Shaw & Co. | 0.00% | Reduce -87.6% | 2,100 | $298K |
| Hilltop National Bank | 0.06% | Add +4.1% | 2,055 | $292K |
| ExodusPoint Capital Management, LP | 0.00% | New | 2,000 | $284K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,994 | $283K |
| HRT Financial LP | 0.00% | New | 1,991 | $282K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.7% | 1,954 | $278K |
| WoodTrust Financial Corp | 0.03% | Add +25.8% | 1,950 | $277K |
| Westwood Holdings Group Inc. | 0.00% | New | 1,910 | $271K |
| Caprock Group, LLC | 0.01% | New | 1,898 | $271K |
| FMR LLC | 0.00% | Reduce -5.2% | 1,828 | $260K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -15.0% | 1,798 | $256K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.9% | 1,776 | $252K |
| Hardy Reed LLC | 0.02% | Add +13.9% | 1,774 | $252K |
| MML Investors Services, LLC | 0.00% | Add +17.1% | 1,737 | $247K |
| Brevan Howard Capital Management LP | 0.00% | New | 1,722 | $245K |
| &partners | 0.00% | Reduce -9.9% | 1,686 | $240K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.6% | 1,683 | $239K |
| Callan Family Office, LLC | 0.00% | Reduce -72.5% | 1,607 | $228K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -7.0% | 1,577 | $224K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,547 | $220K |
| Intellectus Partners, LLC | 0.04% | New | 1,475 | $210K |
| Rhumbline Advisers | 0.00% | Reduce -7.1% | 1,472 | $209K |
| UniSuper Management Pty Ltd | 0.00% | New | 997 | $201K |
| Mather Group, Llc. | 0.00% | No change | 1,261 | $179K |
| Parallel Advisors, LLC | 0.00% | Add +88.5% | 1,120 | $159K |
| Nexus Investment Management ULC | 0.02% | No change | 1,000 | $142K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -30.0% | 981 | $139K |
| Natixis | 0.00% | Add +18.4% | 856 | $122K |
| Signaturefd, LLC | 0.00% | Add +11.8% | 837 | $119K |
| Wellington-Altus USA Inc. | 0.08% | No change | 791 | $110K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 732 | $104K |
| Barclays PLC | 0.00% | Add +1.3% | 569 | $81K |
| Security National Bank | 0.01% | No change | 553 | $79K |
| Arax Advisory Partners | 0.00% | Reduce -22.6% | 486 | $69K |
| Tacita Capital Inc | 0.04% | No change | 470 | $67K |
| Versant Capital Management, Inc | 0.01% | Reduce -70.3% | 447 | $64K |
| Clearstead Advisors, LLC | 0.00% | New | 438 | $62K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 423 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +29.4% | 418 | $59K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 315 | $45K |
| Global Retirement Partners, LLC | 0.00% | — | 311 | $44K |
| Guardian Partners Inc. | 0.00% | New | 300 | $43K |
| Trust Co. of Vermont | 0.00% | — | 255 | $36K |
| Fifth Third Bancorp | 0.00% | Reduce -63.0% | 232 | $33K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +8.2% | 212 | $30K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 198 | $28K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 190 | $27K |
| STRS Ohio | 0.00% | Reduce -3.1% | 188 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -49.9% | 186 | $27K |
| Harbour Investments, Inc. | 0.00% | No change | 150 | $21K |
| Cromwell Holdings LLC | 0.01% | Reduce -37.3% | 136 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Add +23.8% | 130 | $18K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -0.8% | 120 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.2% | 91 | $13K |
| Accent Capital Management, LLC | 0.01% | No change | 85 | $12K |
| TD Private Client Wealth LLC | 0.00% | Add +178.6% | 78 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 74 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -6.7% | 56 | $8K |
| First Horizon Corp. | 0.00% | Reduce -53.7% | 56 | $8K |
| Fiduciary Financial Advisors | 0.00% | New | 44 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 39 | $6K |
| True Wealth Design, LLC | 0.00% | Add +181.8% | 31 | $4K |
| Larson Financial Group LLC | 0.00% | Reduce -93.8% | 22 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 21 | $3K |
| IFP Advisors, Inc | 0.00% | Add +46.1% | 19 | $3K |
| Private Trust Co. NA | 0.00% | Add +114.3% | 15 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +100.0% | 14 | $2K |
| Kilter Group LLC | 0.00% | Reduce -7.1% | 13 | $2K |
| Bellevue Asset Management, LLC | 0.00% | New | 13 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 12 | $2K |
| Blue Trust, Inc. | 0.00% | Add +33.3% | 12 | $2K |
| North Star Investment Management Corp. | 0.00% | New | 11 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 11 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +14.3% | 8 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -30.0% | 7 | $995 |
| Optiver Holding B.V. | 0.00% | Add +133.3% | 7 | $995 |
| Investors Portfolio Services LLC | 0.00% | No change | 6 | $853 |
| Quarry LP | 0.00% | New | 6 | $853 |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 5 | $713 |
| MidFirst Bank | 0.00% | No change | 5 | $711 |
| GAMMA Investing LLC | 0.00% | New | 5 | $711 |
| Golden State Wealth Management, LLC | 0.00% | No change | 4 | $571 |
| MV Capital Management, Inc. | 0.00% | Reduce -33.3% | 4 | $569 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 4 | $569 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 2 | $284 |
| Assetmark, Inc. | 0.00% | Reduce -71.4% | 2 | $284 |
| Elequin Capital, LP | 0.00% | New | 2 | $284 |
| Simplex Trading, LLC | 0.00% | Reduce -90.9% | 1 | $142 |
"% of holder's portfolio" is FSV's weight in each manager's 13F, not the share of Firstservice Corp. the manager owns.