FirstService Corp - FSV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Orbis Allan Gray Ltd History No change 4,044,289 574,733 1.98% 1.98% 1 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 2,062,192 292,656 0.23% 0.23% 2 0 0.0% Q2 2026 Sep 09, 2026
1832 Asset Management L.P. History No change 1,684,460 239,378 0.12% 0.12% 3 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 1,680,486 238,809 0.1% 0.1% 4 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,216,657 173,003 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
Conestoga Capital Advisors, LLC History No change 1,216,997 172,947 3.76% 3.76% 6 0 0.0% Q2 2026 Jul 24, 2026
Neuberger Berman Group LLC History No change 1,177,427 167,324 0.11% 0.11% 7 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 756,199 152,502 0.15% 0.15% 8 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 873,026 124,065 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History No change 861,424 122,444 0.27% 0.27% 10 0 0.0% Q2 2026 Aug 03, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 652,324 100,889 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 643,344 91,423 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 549,665 78,082 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 522,479 74,268 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 04, 2026
BANK OF MONTREAL /CAN/ History No change 521,638 74,100 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 12, 2026
BCV Asset Management Inc. History No change 506,534 71,951 2.17% 2.17% 16 0 0.0% Q2 2026 Aug 10, 2026
ROYCE & ASSOCIATES LP History No change 466,428 66,284 0.53% 0.53% 17 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 430,840 61,226 0.08% 0.08% 18 0 0.0% Q2 2026 Aug 13, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 415,689 59,073 1.35% 1.35% 19 0 0.0% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History No change 399,267 56,724 0.09% 0.09% 20 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 386,877 54,979 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 366,841 52,163 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
Copeland Capital Management, LLC History No change 348,416 49,513 1.02% 1.02% 23 0 0.0% Q2 2026 Aug 04, 2026
Clearbridge Investments, LLC History No change 344,696 48,984 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 333,870 47,474 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 330,064 46,816 0.35% 0.35% 26 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 310,952 44,189 0.13% 0.13% 27 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 291,944 41,488 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Lionstone Capital Management LLC History No change 290,920 41,342 9.5% 9.5% 29 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 287,694 40,884 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 268,514 38,158 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 264,329 37,548 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 260,602 37,034 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History No change 254,333 36,152 0.56% 0.56% 34 0 0.0% Q2 2026 Jul 21, 2026
AMERICAN CENTURY COMPANIES INC History No change 251,725 35,794 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 12, 2026
Baskin Financial Services Inc. History No change 246,257 34,967 2.75% 2.75% 36 0 0.0% Q2 2026 Jul 13, 2026
Legal & General Group Plc History No change 242,821 34,515 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 233,648 32,554 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 10, 2026
AltraVue Capital, LLC History No change 225,625 32,063 2.31% 2.31% 39 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 214,245 30,446 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 211,557 30,082 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 13, 2026
SEB Asset Management AB History No change 196,248 27,892 0.11% 0.11% 42 0 0.0% Q2 2026 Aug 04, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 133,120 26,846 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 03, 2026
FRED ALGER MANAGEMENT, LLC History No change 188,507 26,788 0.09% 0.09% 44 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 142,869 20,303 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 07, 2026
JACOBSON & SCHMITT ADVISORS, LLC History No change 142,185 20,205 3.3% 3.3% 46 0 0.0% Q2 2026 Jul 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 142,225 20,203 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 136,539 19,403 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History No change 133,800 18,970 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 129,041 18,338 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 23, 2026
Fiera Capital Corp History No change 127,397 18,082 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 07, 2026
FENIMORE ASSET MANAGEMENT INC History No change 122,398 17,393 0.36% 0.36% 52 0 0.0% Q2 2026 Jul 14, 2026
BANK OF NOVA SCOTIA History No change 119,955 17,055 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 114,852 16,321 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 111,377 15,823 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 110,617 15,723 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 104,824 14,890 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 14, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 98,990 14,069 1.62% 1.62% 58 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 95,699 13,599 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
Waratah Capital Advisors Ltd. History No change 95,179 13,525 0.46% 0.46% 60 0 0.0% Q2 2026 Aug 11, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd History No change 66,993 13,510 1.33% 1.33% 61 0 0.0% Q2 2026 Jul 24, 2026
SCOTIA CAPITAL INC. History No change 93,462 13,281 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 92,594 13,166 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
LOOMIS SAYLES & CO L P History No change 92,080 13,085 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 91,739 13,037 0.61% 0.61% 65 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 86,430 12,282 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 69,783 9,916 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 69,377 9,859 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 66,437 9,518 0.03% 0.03% 69 0 0.0% Q2 2026 Jul 27, 2026
AMERIPRISE FINANCIAL INC History No change 63,053 9,022 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
THIRD AVENUE MANAGEMENT LLC History No change 61,951 8,803 1.41% 1.41% 71 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 61,167 8,692 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 59,198 8,412 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
MUFG SECURITIES (CANADA), LTD. History No change 58,540 8,310 0.22% 0.22% 74 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 56,435 8,012 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 51,793 7,360 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 51,538 7,324 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 51,401 7,303 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 51,151 7,269 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 50,673 7,198 0.05% 0.05% 80 0 0.0% Q2 2026 Aug 13, 2026
Catawba River Capital History No change 50,161 7,128 3.19% 3.19% 81 0 0.0% Q2 2026 Jul 22, 2026
Legato Capital Management LLC History No change 49,915 7,093 0.59% 0.59% 82 0 0.0% Q2 2026 Aug 06, 2026
Summit Creek Advisors LLC History No change 49,232 6,996 2.38% 2.38% 83 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 45,013 6,396 0.01% 0.01% 84 0 0.0% Q2 2026 Jul 29, 2026
Nuveen, LLC History No change 41,840 5,946 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 41,825 5,943 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 40,374 5,739 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 39,750 5,648 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 37,404 5,315 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 06, 2026
Langdon Equity Partners History No change 36,400 5,173 2.89% 2.89% 90 0 0.0% Q2 2026 Aug 13, 2026
AVIVA PLC History No change 35,603 5,054 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 34,401 4,888 0.05% 0.05% 92 0 0.0% Q2 2026 Aug 11, 2026
LOUISBOURG INVESTMENTS INC. History No change 31,490 4,469 0.82% 0.82% 93 0 0.0% Q2 2026 Jul 22, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 26,131 3,714 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History No change 25,399 3,610 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 30, 2026
Trexquant Investment LP History No change 25,327 3,599 0.02% 0.02% 96 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 25,869 3,545 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
Cumberland Partners Ltd History No change 24,300 3,454 0.22% 0.22% 98 0 0.0% Q2 2026 Aug 06, 2026
Canoe Financial LP History No change 24,132 3,428 0.04% 0.04% 99 0 0.0% Q2 2026 Jul 16, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 23,685 3,365 0.28% 0.28% 100 0 0.0% Q2 2026 Aug 11, 2026
Jump Financial, LLC History No change 23,600 3,353 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 23,325 3,314 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
USS Investment Management Ltd History No change 23,017 3,220 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 11, 2026
State of Tennessee, Department of Treasury History No change 21,764 3,093 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 21,200 3,013 0.03% 0.03% 105 0 0.0% Q2 2026 Jul 08, 2026
CITADEL ADVISORS LLC History No change 21,036 2,989 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 02, 2026
Vanguard Investments Australia, Ltd. History No change 20,958 2,980 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 13, 2026
PDT Partners, LLC History No change 20,969 2,979 0.16% 0.16% 108 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 20,933 2,971 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 20,051 2,848 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 19,967 2,842 1.48% 1.48% 111 0 0.0% Q2 2026 Aug 14, 2026
AMICA MUTUAL INSURANCE CO History No change 19,694 2,799 0.23% 0.23% 112 0 0.0% Q2 2026 Aug 05, 2026
CANADA LIFE ASSURANCE Co History No change 19,534 2,657 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Turtle Creek Asset Management Inc. History No change 18,650 2,650 0.1% 0.1% 114 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 18,124 2,575 0.1% 0.1% 115 0 0.0% Q2 2026 Aug 12, 2026
JCIC Asset Management Inc. History No change 17,915 2,487 0.76% 0.76% 116 0 0.0% Q2 2026 Jul 17, 2026
STIFEL FINANCIAL CORP History No change 16,913 2,403 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 16,370 2,326 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 16,063 2,282 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
ARS Wealth Advisors Group, LLC History No change 16,000 2,273 0.18% 0.18% 120 0 0.0% Q2 2026 Jul 16, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 15,845 2,251 0.07% 0.07% 121 0 0.0% Q2 2026 Jul 27, 2026
NATIXIS ADVISORS, LLC History No change 15,552 2,210 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
ODDO BHF ASSET MANAGEMENT SAS History No change 10,900 2,198 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 14,924 2,120 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 14,177 1,996 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Norwood Investment Partners, LP History No change 14,000 1,989 2.75% 2.75% 126 0 0.0% Q2 2026 Aug 11, 2026
Sargent Investment Group, LLC History No change 13,724 1,950 0.23% 0.23% 127 0 0.0% Q2 2026 Aug 11, 2026
GFI Investment Counsel Ltd. History No change 13,421 1,904 0.26% 0.26% 128 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 13,085 1,859 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 12,988 1,846 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 11,154 1,585 0.01% 0.01% 131 0 0.0% Q2 2026 Sep 08, 2026
Alberta Investment Management Corp History No change 11,036 1,567 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 10,890 1,547 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 10,762 1,529 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Aviso Financial Inc. History No change 10,590 1,505 0.05% 0.05% 135 0 0.0% Q2 2026 Aug 13, 2026
JB CAPITAL PARTNERS LP History No change 10,104 1,435 0.22% 0.22% 136 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,525 1,353 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History No change 9,167 1,302 0.02% 0.02% 138 0 0.0% Q2 2026 Jul 22, 2026
TRUIST FINANCIAL CORP History No change 7,906 1,123 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 28, 2026
Swiss Life Asset Management Ltd History No change 7,325 1,038 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,302 1,037 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 19, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 7,213 1,025 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 17, 2026
Chevy Chase Trust Holdings, LLC History No change 6,900 980 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
AUXIER ASSET MANAGEMENT LLC History No change 6,873 976 0.13% 0.13% 144 0 0.0% Q2 2026 Aug 14, 2026
Northwest & Ethical Investments L.P. History No change 6,848 972 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 6,591 936 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Pembroke Management, LTD History No change 6,330 899 0.14% 0.14% 147 0 0.0% Q2 2026 Jul 22, 2026
Accretive Wealth Partners, LLC History No change 6,257 889 0.22% 0.22% 148 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 6,231 885 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 27, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,920 841 0.01% 0.01% 150 0 0.0% Q2 2026 Jul 23, 2026
Investment Management Corp of Ontario History No change 5,875 834 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 6,092 831 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 05, 2026
Numerai GP LLC History No change 5,563 790 0.06% 0.06% 153 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 5,331 757 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 5,056 718 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Fideuram Asset Management (Ireland) dac History No change 3,688 695 0.01% 0.01% 156 0 0.0% Q2 2026 Jul 23, 2026
Schonfeld Strategic Advisors LLC History No change 4,876 692 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 4,845 687 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 4,739 673 0.05% 0.05% 159 0 0.0% Q2 2026 Aug 07, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 4,711 669 0.08% 0.08% 160 0 0.0% Q2 2026 Jul 13, 2026
Grandeur Peak Global Advisors, LLC History No change 4,700 667 0.15% 0.15% 161 0 0.0% Q2 2026 Aug 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 4,600 653 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,609 640 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 4,401 625 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Bristol Gate Capital Partners Inc. History No change 4,205 597 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 4,190 595 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,762 534 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 11, 2026
Harbour Capital Advisors, LLC History No change 3,595 515 0.09% 0.09% 168 0 0.0% Q2 2026 Jul 15, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,529 501 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 3,400 483 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 13, 2026
Daiwa Securities Group Inc. History No change 3,403 483 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 31, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 3,395 482 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 03, 2026
DEARBORN PARTNERS LLC History No change 3,319 461 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 3,248 461 0.04% 0.04% 174 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 3,222 457 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 17, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 3,200 454 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 3,171 450 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 05, 2026
Gulf International Bank (UK) Ltd History No change 3,161 449 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 13, 2026
Orgel Wealth Management, LLC History No change 2,865 407 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 13, 2026
ZWJ INVESTMENT COUNSEL INC History No change 2,801 398 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 16, 2026
Mariner, LLC History No change 2,801 398 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 2,731 382 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,731 382 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 29, 2026
SUMMITRY LLC History No change 2,684 381 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 21, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,648 377 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,529 362 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 15, 2026
Storgate, LLC History No change 2,503 355 0.07% 0.07% 187 0 0.0% Q2 2026 Aug 12, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 2,369 336 0.01% 0.01% 188 0 0.0% Q2 2026 Jul 31, 2026
CENTAURUS FINANCIAL, INC. History No change 2,308 328 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 17, 2026
Aaron Wealth Advisors LLC History No change 2,243 318 0.02% 0.02% 190 0 0.0% Q2 2026 Jul 16, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 2,110 299 0.02% 0.02% 191 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 2,100 298 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 2,100 298 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Hilltop National Bank History No change 2,055 292 0.06% 0.06% 194 0 0.0% Q2 2026 Jul 01, 2026
ExodusPoint Capital Management, LP History No change 2,000 284 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 1,994 283 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 24, 2026
HRT FINANCIAL LP History No change 1,991 282 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 1,954 278 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
WoodTrust Financial Corp History No change 1,950 277 0.03% 0.03% 199 0 0.0% Q2 2026 Jul 27, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,910 271 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 1,898 270 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 27, 2026
FMR LLC History No change 1,828 259 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 1,798 255 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 16, 2026
Qube Research & Technologies Ltd History No change 1,776 252 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 1,774 252 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 1,737 246 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 07, 2026
Brevan Howard Capital Management LP History No change 1,722 244 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 1,686 239 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,683 239 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 1,607 228 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 1,577 224 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 27, 2026
Sequoia Financial Advisors, LLC History No change 1,547 219 0.0% 0.0% 212 0 0.0% Q2 2026 Jul 17, 2026
Intellectus Partners, LLC History No change 1,475 210 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 1,472 209 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 11, 2026
UniSuper Management Pty Ltd History No change 997 201 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 1,261 179 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 1,120 159 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 05, 2026
Nexus Investment Management ULC History No change 1,000 142 0.02% 0.02% 218 0 0.0% Q2 2026 Jul 20, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 981 139 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 856 121 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 837 118 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 23, 2026
WELLINGTON-ALTUS USA INC. History No change 791 109 0.08% 0.08% 222 0 0.0% Q2 2026 Sep 17, 2026
OSAIC HOLDINGS, INC. History No change 732 104 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 569 80 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
Security National Bank History No change 553 78 0.01% 0.01% 225 0 0.0% Q2 2026 Jul 15, 2026
Arax Advisory Partners History No change 486 69 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 10, 2026
Tacita Capital Inc History No change 470 66 0.04% 0.04% 227 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 438 62 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 423 60 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 17, 2026
EverSource Wealth Advisors, LLC History No change 418 59 0.0% 0.0% 230 0 0.0% Q2 2026 Jul 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 315 44 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 311 44 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 06, 2026
Guardian Partners Inc. History No change 300 42 0.0% 0.0% 233 0 0.0% Q2 2026 Jul 29, 2026
Versant Capital Management, Inc History Reduced 306 39 0.0% 0.01% 234 -141 -31.54% Q3 2026 Oct 01, 2026
TRUST CO OF VERMONT History No change 255 36 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 232 32 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 212 30 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 198 28 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 04, 2026
STRS OHIO History No change 188 26 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 30, 2026
Rockefeller Capital Management L.P. History No change 186 26 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 190 26 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 150 21 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 12, 2026
Cromwell Holdings LLC History No change 136 19 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 13, 2026
Cornerstone Planning Group LLC History No change 130 18 0.0% 0.0% 244 0 0.0% Q2 2026 Jul 29, 2026
Centerpoint Advisors, LLC History No change 120 17 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History No change 91 12 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 11, 2026
Accent Capital Management, LLC History No change 85 12 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 78 11 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 74 10 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 56 7 0.0% 0.0% 250 0 0.0% Q2 2026 Sep 02, 2026
FIRST HORIZON CORP History No change 56 7 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 44 6 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 39 5 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History No change 31 4 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 21 3 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 22 3 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 15 2 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 19 2 0.0% 0.0% 258 0 0.0% Q2 2026 Jul 20, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 8 1 0.0% 0.0% 259 -6 -42.86% Q3 2026 Oct 05, 2026
North Star Investment Management Corp. History No change 11 1 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 13 1 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History No change 12 1 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 21, 2026
Bell Investment Advisors, Inc History No change 8 1 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 11 1 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 06, 2026
Kilter Group LLC History No change 13 1 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 12 1 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
SIMPLEX TRADING, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Golden State Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Physician Wealth Advisors, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Elequin Capital, LP History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Quarry LP History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Investors Portfolio Services LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Godfrey Financial Associates, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 28, 2026