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Choiceone Financial Svcs Inc (COFS)

CUSIP: 170386106 | NYSE | Financial Services · Banks - Regional | Small Cap | 219 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Geode Capital Management, LLC377,455
0.0% of portfolio›$12.2M
Dimensional Fund Advisors LP325,952
0.0% of portfolio›$10.5M
Bank of New York Mellon Corp66,243
0.0% of portfolio›$2.1M
LPL Financial LLC56,149
0.0% of portfolio›$1.8M
Creative Planning50,331
0.0% of portfolio›$1.6M
Strs Ohio28,400
0.0% of portfolio›$917.6K
Barclays PLC27,489
0.0% of portfolio›$888.2K
Shakespeare Wealth Management, LLC27,198
0.2% of portfolio›$878.8K
HBW Advisory Services LLC24,779
0.1% of portfolio›$800.6K
Bailard, Inc.24,500
0.0% of portfolio›$791.6K
Alps Advisors Inc16,990
0.0% of portfolio›$548.9K
Deutsche Bank Ag\12,073
0.0% of portfolio›$390.1K
First National Bank of Mount Dora, Trust Investment Services11,693
0.1% of portfolio›$377.8K
Fifth Third Bancorp11,451
0.0% of portfolio›$370.0K
Merit Financial Group, LLC9,610
0.0% of portfolio›$310.5K
Citigroup Inc8,729
0.0% of portfolio›$282.0K
Gradient Investments LLC7,688
0.0% of portfolio›$248.4K
Wealth Enhancement Advisory Services, LLC7,426
0.0% of portfolio›$245.2K
Russell Investments Group, Ltd.7,289
0.0% of portfolio›$235.5K
Meridian Financial Partners LLC7,125
0.1% of portfolio›$234.6K
Trust Co675
0.0% of portfolio›$21.8K
State of Alaska, Department of Revenue602
0.0% of portfolio›$19
Cranbrook Wealth Management, LLC434
0.0% of portfolio›$14.0K
Allworth Financial LP432
0.0% of portfolio›$14.7K
Covestor Ltd368
0.0% of portfolio›$12.0K
Sterling Capital Management LLC278
0.0% of portfolio›$9.0K
State of Wyoming223
0.0% of portfolio›$7.2K
Spire Wealth Management205
0.0% of portfolio›$6.6K
PNC Financial Services Group, Inc.199
0.0% of portfolio›$6.4K
IFP Advisors, Inc188
0.0% of portfolio›$6.1K
Pension & Wealth Management Advisors, Inc.164
0.0% of portfolio›$5.3K
Harbor Capital Advisors, Inc.151
0.0% of portfolio›$5
Hoey Investments, Inc135
0.0% of portfolio›$4.4K
Gamma Investing LLC134
0.0% of portfolio›$4.3K
Farther Finance Advisors, LLC130
0.0% of portfolio›$4.2K
SJS Investment Consulting Inc.128
0.0% of portfolio›$4.1K
Essential Partners LLC113
0.0% of portfolio›$3.7K
EverSource Wealth Advisors, LLC110
0.0% of portfolio›$3.6K
GK Wealth Management LLC99
0.0% of portfolio›$3.2K
Root Financial Partners, LLC68
0.0% of portfolio›$2.2K
Signaturefd, LLC65
0.0% of portfolio›$2.1K
True Wealth Design, LLC41
0.0% of portfolio›$1.3K
US Bancorp \de\38
0.0% of portfolio›$1.2K
Larson Financial Group LLC31
0.0% of portfolio›$1.0K
Physician Wealth Advisors, Inc.29
0.0% of portfolio›$937
Versant Capital Management, Inc21
0.0% of portfolio›$679
Parallel Advisors, LLC20
0.0% of portfolio›$646
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$549
CoreCap Advisors, LLC8
0.0% of portfolio›$258
Clearstead Advisors, LLC5
0.0% of portfolio›$162
Caitong International Asset Management Co., Ltd3
0.0% of portfolio›$97
StyleTurnoverLocationFiled
Geode Capital Management, LLC
377,455$12.2M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
325,952$10.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
66,243$2.1M0.0%CoreLowNew York, NY2026-11-05
LPL Financial LLC
56,149$1.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Creative Planning
50,331$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
28,400$917.6K0.0%CoreMediumColumbus, OH2026-10-30
Barclays PLC
27,489$888.2K0.0%CoreMediumLondon, United Kingdom2026-11-06
Shakespeare Wealth Management, LLC
27,198$878.8K0.2%ETFMediumPewaukee, WI2026-10-28
HBW Advisory Services LLC
24,779$800.6K0.1%ETFMediumSimi Valley, CA2026-10-15
Bailard, Inc.
24,500$791.6K0.0%GrowthMediumFoster City, CA2026-10-13
Alps Advisors Inc
16,990$548.9K0.0%YieldLowDenver, CO2026-11-03
Deutsche Bank Ag\
12,073$390.1K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
First National Bank of Mount Dora, Trust Investment Services
11,693$377.8K0.1%CoreMediumMount Dora, FL2026-10-21
Fifth Third Bancorp
11,451$370.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Merit Financial Group, LLC
9,610$310.5K0.0%ETFLowAlpharetta, GA2026-11-06
Citigroup Inc
8,729$282.0K0.0%CoreMediumNew York, NY2026-11-04
Gradient Investments LLC
7,688$248.4K0.0%CoreMediumArden Hills, MN2026-10-08
Wealth Enhancement Advisory Services, LLC
7,426$245.2K0.0%CoreLowPlymouth, MN2026-10-13
Russell Investments Group, Ltd.
7,289$235.5K0.0%CoreLowSeattle, WA2026-11-06
Meridian Financial Partners LLC
7,125$234.6K0.1%GrowthLowWarrenton, VA2026-10-23
Trust Co
675$21.8K0.0%ETFVery LowManhattan, KS2026-10-09
State of Alaska, Department of Revenue
602$190.0%CoreVery LowJuneau, AK2026-10-15
Cranbrook Wealth Management, LLC
434$14.0K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Allworth Financial LP
432$14.7K0.0%IndexLowFolsom, CA2026-11-06
Covestor Ltd
368$12.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
278$9.0K0.0%GARPMediumCharlotte, NC2026-10-22
State of Wyoming
223$7.2K0.0%ValueHighCheyenne, WY2026-10-28
Spire Wealth Management
205$6.6K0.0%GrowthMediumMclean, VA2026-10-30
PNC Financial Services Group, Inc.
199$6.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
IFP Advisors, Inc
188$6.1K0.0%GrowthLowTampa, FL2026-10-16
Pension & Wealth Management Advisors, Inc.
164$5.3K0.0%ETFLowWaltham, MA2026-10-16
Harbor Capital Advisors, Inc.
151$50.0%ValueHighChicago, IL2026-10-22
Hoey Investments, Inc
135$4.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Gamma Investing LLC
134$4.3K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
130$4.2K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
128$4.1K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
113$3.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
110$3.6K0.0%CoreMediumBirmingham, AL2026-11-04
GK Wealth Management LLC
99$3.2K0.0%GARPVery HighReno, NV2026-10-09
Root Financial Partners, LLC
68$2.2K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
65$2.1K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
41$1.3K0.0%ETFMediumAkron, OH2026-10-13
US Bancorp \de\
38$1.2K0.0%IndexLowMinneapolis, MN2026-11-05
Larson Financial Group LLC
31$1.0K0.0%GrowthLowSt Louis, MO2026-11-05
Physician Wealth Advisors, Inc.
29$9370.0%ETFMediumMidvale, UT2026-10-20
Versant Capital Management, Inc
21$6790.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
20$6460.0%IndexLowSan Francisco, CA2026-11-03
Provenance Wealth Advisors, LLC
17$5490.0%ETFLowFort Lauderdale, FL2026-10-30
CoreCap Advisors, LLC
8$2580.0%ETFMediumSouthfield, MI2026-10-08
Clearstead Advisors, LLC
5$1620.0%ETFLowCleveland, OH2026-11-06
Caitong International Asset Management Co., Ltd
3$970.0%GrowthVery HighHong Kong, South Korea2026-10-29