Choiceone Financial Svcs Inc (COFS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

DECREASED

Shares377,455 from 380,890

Change-3,435 (-1%)

Value$12.2M (-$754.8K)

Filed 2026-11-06

Dimensional Fund Advisors LP

INCREASED

Shares325,952 from 288,653

Change+37,299 (+13%)

Value$10.5M (+$718.1K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares66,243 from 65,169

Change+1,074 (+2%)

Value$2.1M (-$75.5K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares56,149 from 52,492

Change+3,657 (+7%)

Value$1.8M (+$29.4K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares50,331 from 18,834

Change+31,497 (+167%)

Value$1.6M (+$985.8K)

Filed 2026-11-02

Strs Ohio

INCREASED

Shares28,400 from 21,600

Change+6,800 (+31%)

Value$917.6K (+$183.2K)

Filed 2026-10-30

Barclays PLC

INCREASED

Shares27,489 from 27,104

Change+385 (+1%)

Value$888.2K (-$33.4K)

Filed 2026-11-06

Shakespeare Wealth Management, LLC

UNCHANGED

Shares27,198 from 27,198

Change0 (0%)

Value$878.8K (-$46.0K)

Filed 2026-10-28

HBW Advisory Services LLC

UNCHANGED

Shares24,779 from 24,779

Change0 (0%)

Value$800.6K (-$41.9K)

Filed 2026-10-15

Bailard, Inc.

NEW

Shares24,500

Change+24,500

Value$791.6K

Filed 2026-10-13

Alps Advisors Inc

NEW

Shares16,990

Change+16,990

Value$548.9K

Filed 2026-11-03

Deutsche Bank Ag\

DECREASED

Shares12,073 from 13,814

Change-1,741 (-13%)

Value$390.1K (-$79.6K)

Filed 2026-11-06

First National Bank of Mount Dora, Trust Investment Services

NEW

Shares11,693

Change+11,693

Value$377.8K

Filed 2026-10-21

Fifth Third Bancorp

INCREASED

Shares11,451 from 551

Change+10,900 (+1978%)

Value$370.0K (+$351.2K)

Filed 2026-11-05

Merit Financial Group, LLC

NEW

Shares9,610

Change+9,610

Value$310.5K

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares8,729 from 14,002

Change-5,273 (-38%)

Value$282.0K (-$194.0K)

Filed 2026-11-04

Gradient Investments LLC

DECREASED

Shares7,688 from 9,318

Change-1,630 (-17%)

Value$248.4K (-$68.4K)

Filed 2026-10-08

Wealth Enhancement Advisory Services, LLC

NEW

Shares7,426

Change+7,426

Value$245.2K

Filed 2026-10-13

Russell Investments Group, Ltd.

UNCHANGED

Shares7,289 from 7,289

Change0 (0%)

Value$235.5K (-$12.3K)

Filed 2026-11-06

Meridian Financial Partners LLC

UNCHANGED

Shares7,125 from 7,125

Change0 (0%)

Value$234.6K (-$4.6K)

Filed 2026-10-23

Trust Co

UNCHANGED

Shares675 from 675

Change0 (0%)

Value$21.8K (-$1.1K)

Filed 2026-10-09

State of Alaska, Department of Revenue

UNCHANGED

Shares602 from 602

Change0 (0%)

Value$19 (-$1)

Filed 2026-10-15

Cranbrook Wealth Management, LLC

UNCHANGED

Shares434 from 434

Change0 (0%)

Value$14.0K (-$733)

Filed 2026-10-28

Allworth Financial LP

UNCHANGED

Shares432 from 432

Change0 (0%)

Value$14.7K ($0)

Filed 2026-11-06

Covestor Ltd

INCREASED

Shares368 from 351

Change+17 (+5%)

Value$12.0K ($0)

Filed 2026-10-30

Sterling Capital Management LLC

DECREASED

Shares278 from 8,350

Change-8,072 (-97%)

Value$9.0K (-$274.9K)

Filed 2026-10-22

State of Wyoming

NEW

Shares223

Change+223

Value$7.2K

Filed 2026-10-28

Spire Wealth Management

UNCHANGED

Shares205 from 205

Change0 (0%)

Value$6.6K (-$347)

Filed 2026-10-30

PNC Financial Services Group, Inc.

INCREASED

Shares199 from 172

Change+27 (+16%)

Value$6.4K (+$582)

Filed 2026-11-06

IFP Advisors, Inc

DECREASED

Shares188 from 195

Change-7 (-4%)

Value$6.1K (-$556)

Filed 2026-10-16

Pension & Wealth Management Advisors, Inc.

NEW

Shares164

Change+164

Value$5.3K

Filed 2026-10-16

Harbor Capital Advisors, Inc.

DECREASED

Shares151 from 153

Change-2 (-1%)

Value$5 ($0)

Filed 2026-10-22

Hoey Investments, Inc

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$4.4K (-$228)

Filed 2026-10-29

Gamma Investing LLC

INCREASED

Shares134 from 126

Change+8 (+6%)

Value$4.3K (+$46)

Filed 2026-10-08

Farther Finance Advisors, LLC

INCREASED

Shares130 from 45

Change+85 (+189%)

Value$4.2K (+$2.7K)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares128 from 7

Change+121 (+1729%)

Value$4.1K (+$3.9K)

Filed 2026-10-26

Essential Partners LLC

INCREASED

Shares113 from 104

Change+9 (+9%)

Value$3.7K (+$115)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares110 from 73

Change+37 (+51%)

Value$3.6K (+$1.1K)

Filed 2026-11-04

GK Wealth Management LLC

NEW

Shares99

Change+99

Value$3.2K

Filed 2026-10-09

Root Financial Partners, LLC

NEW

Shares68

Change+68

Value$2.2K

Filed 2026-10-21

Signaturefd, LLC

NEW

Shares65

Change+65

Value$2.1K

Filed 2026-10-23

True Wealth Design, LLC

INCREASED

Shares41 from 32

Change+9 (+28%)

Value$1.3K (+$237)

Filed 2026-10-13

US Bancorp \de\

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$1.2K (-$64)

Filed 2026-11-05

Larson Financial Group LLC

UNCHANGED

Shares31 from 31

Change0 (0%)

Value$1.0K (-$52)

Filed 2026-11-05

Physician Wealth Advisors, Inc.

NEW

Shares29

Change+29

Value$937

Filed 2026-10-20

Versant Capital Management, Inc

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$679 (-$35)

Filed 2026-10-02

Parallel Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$646 (-$34)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares17

Change+17

Value$549

Filed 2026-10-30

CoreCap Advisors, LLC

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$258 (-$14)

Filed 2026-10-08

Clearstead Advisors, LLC

DECREASED

Shares5 from 21

Change-16 (-76%)

Value$162 (-$552)

Filed 2026-11-06

Caitong International Asset Management Co., Ltd

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$97 (-$5)

Filed 2026-10-29

Inspire Investing, LLC

CLOSED

Shares0 from 20,053

Change-20,053 (-100%)

Value$0 (-$681.8K)

Filed 2026-10-22

Thrivent Financial for Lutherans

CLOSED

Shares0 from 8,799

Change-8,799 (-100%)

Value$0 (-$299.0K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 7,739

Change-7,739 (-100%)

Value$0 (-$263.1K)

Filed 2026-11-02

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 11

Change-11 (-100%)

Value$0 (-$374)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 1,086,956

Change-1,086,956 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 676,173

Change-676,173 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 624,274

Change-624,274 (-100%)

Value—

State Street Corp

N/A

Shares— from 447,442

Change-447,442 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 342,635

Change-342,635 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 227,280

Change-227,280 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 219,602

Change-219,602 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 205,739

Change-205,739 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 199,174

Change-199,174 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 192,689

Change-192,689 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 148,548

Change-148,548 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 110,600

Change-110,600 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 101,910

Change-101,910 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 100,803

Change-100,803 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 92,779

Change-92,779 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 92,461

Change-92,461 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 88,459

Change-88,459 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 87,466

Change-87,466 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 74,709

Change-74,709 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 51,128

Change-51,128 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 48,843

Change-48,843 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 48,550

Change-48,550 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 46,209

Change-46,209 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 45,787

Change-45,787 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 44,310

Change-44,310 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 43,598

Change-43,598 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 42,186

Change-42,186 (-100%)

Value—

UBS Group AG

N/A

Shares— from 35,266

Change-35,266 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 30,510

Change-30,510 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 28,600

Change-28,600 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 25,127

Change-25,127 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 20,994

Change-20,994 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 20,820

Change-20,820 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 20,409

Change-20,409 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 19,333

Change-19,333 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 18,553

Change-18,553 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 18,190

Change-18,190 (-100%)

Value—

Susquehanna Fundamental Investments, LLC

N/A

Shares— from 13,747

Change-13,747 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 13,088

Change-13,088 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 12,920

Change-12,920 (-100%)

Value—

Blair William & Co

N/A

Shares— from 12,589

Change-12,589 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12,044

Change-12,044 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 11,964

Change-11,964 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 11,892

Change-11,892 (-100%)

Value—

Numerai GP LLC

N/A

Shares— from 10,698

Change-10,698 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 10,622

Change-10,622 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 10,592

Change-10,592 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 10,241

Change-10,241 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 9,025

Change-9,025 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 8,665

Change-8,665 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 8,341

Change-8,341 (-100%)

Value—

Capstone Financial Advisors, Inc.

N/A

Shares— from 8,100

Change-8,100 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 7,942

Change-7,942 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,633

Change-7,633 (-100%)

Value—

Semanteon Capital Management, LP

N/A

Shares— from 7,331

Change-7,331 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 7,323

Change-7,323 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 7,122

Change-7,122 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 6,621

Change-6,621 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 6,560

Change-6,560 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 6,259

Change-6,259 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 6,189

Change-6,189 (-100%)

Value—

Rafferty Asset Management, LLC

N/A

Shares— from 6,091

Change-6,091 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,513

Change-5,513 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,924

Change-4,924 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,411

Change-4,411 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,259

Change-4,259 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 4,224

Change-4,224 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,450

Change-1,450 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,415

Change-1,415 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,161

Change-1,161 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,103

Change-1,103 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 890

Change-890 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 775

Change-775 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 550

Change-550 (-100%)

Value—

FMR LLC

N/A

Shares— from 511

Change-511 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 198

Change-198 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 103

Change-103 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 93

Change-93 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 58

Change-58 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 34

Change-34 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	DECREASED	377,455	380,890	-3,435	-1%	$13.0M	$12.2M	-$754.8K	2026-11-06
Dimensional Fund Advisors LP	INCREASED	325,952	288,653	+37,299	+13%	$9.8M	$10.5M	+$718.1K	2026-11-04
Bank of New York Mellon Corp	INCREASED	66,243	65,169	+1,074	+2%	$2.2M	$2.1M	-$75.5K	2026-11-05
LPL Financial LLC	INCREASED	56,149	52,492	+3,657	+7%	$1.8M	$1.8M	+$29.4K	2026-11-06
Creative Planning	INCREASED	50,331	18,834	+31,497	+167%	$640.4K	$1.6M	+$985.8K	2026-11-02
Strs Ohio	INCREASED	28,400	21,600	+6,800	+31%	$734.4K	$917.6K	+$183.2K	2026-10-30
Barclays PLC	INCREASED	27,489	27,104	+385	+1%	$921.5K	$888.2K	-$33.4K	2026-11-06
Shakespeare Wealth Management, LLC	UNCHANGED	27,198	27,198	0	0%	$924.7K	$878.8K	-$46.0K	2026-10-28
HBW Advisory Services LLC	UNCHANGED	24,779	24,779	0	0%	$842.5K	$800.6K	-$41.9K	2026-10-15
Bailard, Inc.	NEW	24,500	—	+24,500	—	—	$791.6K	—	2026-10-13
Alps Advisors Inc	NEW	16,990	—	+16,990	—	—	$548.9K	—	2026-11-03
Deutsche Bank Ag\	DECREASED	12,073	13,814	-1,741	-13%	$469.7K	$390.1K	-$79.6K	2026-11-06
First National Bank of Mount Dora, Trust Investment Services	NEW	11,693	—	+11,693	—	—	$377.8K	—	2026-10-21
Fifth Third Bancorp	INCREASED	11,451	551	+10,900	+1978%	$18.7K	$370.0K	+$351.2K	2026-11-05
Merit Financial Group, LLC	NEW	9,610	—	+9,610	—	—	$310.5K	—	2026-11-06
Citigroup Inc	DECREASED	8,729	14,002	-5,273	-38%	$476.1K	$282.0K	-$194.0K	2026-11-04
Gradient Investments LLC	DECREASED	7,688	9,318	-1,630	-17%	$316.8K	$248.4K	-$68.4K	2026-10-08
Wealth Enhancement Advisory Services, LLC	NEW	7,426	—	+7,426	—	—	$245.2K	—	2026-10-13
Russell Investments Group, Ltd.	UNCHANGED	7,289	7,289	0	0%	$247.8K	$235.5K	-$12.3K	2026-11-06
Meridian Financial Partners LLC	UNCHANGED	7,125	7,125	0	0%	$239.1K	$234.6K	-$4.6K	2026-10-23
Trust Co	UNCHANGED	675	675	0	0%	$23.0K	$21.8K	-$1.1K	2026-10-09
State of Alaska, Department of Revenue	UNCHANGED	602	602	0	0%	$20	$19	-$1	2026-10-15
Cranbrook Wealth Management, LLC	UNCHANGED	434	434	0	0%	$14.8K	$14.0K	-$733	2026-10-28
Allworth Financial LP	UNCHANGED	432	432	0	0%	$14.7K	$14.7K	$0	2026-11-06
Covestor Ltd	INCREASED	368	351	+17	+5%	$12.0K	$12.0K	$0	2026-10-30
Sterling Capital Management LLC	DECREASED	278	8,350	-8,072	-97%	$283.9K	$9.0K	-$274.9K	2026-10-22
State of Wyoming	NEW	223	—	+223	—	—	$7.2K	—	2026-10-28
Spire Wealth Management	UNCHANGED	205	205	0	0%	$7.0K	$6.6K	-$347	2026-10-30
PNC Financial Services Group, Inc.	INCREASED	199	172	+27	+16%	$5.8K	$6.4K	+$582	2026-11-06
IFP Advisors, Inc	DECREASED	188	195	-7	-4%	$6.6K	$6.1K	-$556	2026-10-16
Pension & Wealth Management Advisors, Inc.	NEW	164	—	+164	—	—	$5.3K	—	2026-10-16
Harbor Capital Advisors, Inc.	DECREASED	151	153	-2	-1%	$5	$5	$0	2026-10-22
Hoey Investments, Inc	UNCHANGED	135	135	0	0%	$4.6K	$4.4K	-$228	2026-10-29
Gamma Investing LLC	INCREASED	134	126	+8	+6%	$4.3K	$4.3K	+$46	2026-10-08
Farther Finance Advisors, LLC	INCREASED	130	45	+85	+189%	$1.5K	$4.2K	+$2.7K	2026-10-08
SJS Investment Consulting Inc.	INCREASED	128	7	+121	+1729%	$238	$4.1K	+$3.9K	2026-10-26
Essential Partners LLC	INCREASED	113	104	+9	+9%	$3.5K	$3.7K	+$115	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	110	73	+37	+51%	$2.5K	$3.6K	+$1.1K	2026-11-04
GK Wealth Management LLC	NEW	99	—	+99	—	—	$3.2K	—	2026-10-09
Root Financial Partners, LLC	NEW	68	—	+68	—	—	$2.2K	—	2026-10-21
Signaturefd, LLC	NEW	65	—	+65	—	—	$2.1K	—	2026-10-23
True Wealth Design, LLC	INCREASED	41	32	+9	+28%	$1.1K	$1.3K	+$237	2026-10-13
US Bancorp \de\	UNCHANGED	38	38	0	0%	$1.3K	$1.2K	-$64	2026-11-05
Larson Financial Group LLC	UNCHANGED	31	31	0	0%	$1.1K	$1.0K	-$52	2026-11-05
Physician Wealth Advisors, Inc.	NEW	29	—	+29	—	—	$937	—	2026-10-20
Versant Capital Management, Inc	UNCHANGED	21	21	0	0%	$714	$679	-$35	2026-10-02
Parallel Advisors, LLC	UNCHANGED	20	20	0	0%	$680	$646	-$34	2026-11-03
Provenance Wealth Advisors, LLC	NEW	17	—	+17	—	—	$549	—	2026-10-30
CoreCap Advisors, LLC	UNCHANGED	8	8	0	0%	$272	$258	-$14	2026-10-08
Clearstead Advisors, LLC	DECREASED	5	21	-16	-76%	$714	$162	-$552	2026-11-06
Caitong International Asset Management Co., Ltd	UNCHANGED	3	3	0	0%	$102	$97	-$5	2026-10-29
Inspire Investing, LLC	CLOSED	0	20,053	-20,053	-100%	$681.8K	$0	-$681.8K	2026-10-22
Thrivent Financial for Lutherans	CLOSED	0	8,799	-8,799	-100%	$299.0K	$0	-$299.0K	2026-11-05
Commonwealth Equity Services, LLC	CLOSED	0	7,739	-7,739	-100%	$263.1K	$0	-$263.1K	2026-11-02
Wealth Enhancement Trust Services, Inc.	CLOSED	0	11	-11	-100%	$374	$0	-$374	2026-10-07
BlackRock, Inc.	N/A	—	1,086,956	-1,086,956	-100%	$37.0M	—	—	—
Northern Trust Corp	N/A	—	676,173	-676,173	-100%	$23.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	624,274	-624,274	-100%	$21.2M	—	—	—
State Street Corp	N/A	—	447,442	-447,442	-100%	$15.2M	—	—	—
Alliancebernstein L.P.	N/A	—	342,635	-342,635	-100%	$9.6M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	227,280	-227,280	-100%	$7.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	219,602	-219,602	-100%	$7.5M	—	—	—
AQR Capital Management LLC	N/A	—	205,739	-205,739	-100%	$7.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	199,174	-199,174	-100%	$6.8M	—	—	—
American Century Companies Inc	N/A	—	192,689	-192,689	-100%	$6.6M	—	—	—
Gendell Jeffrey L	N/A	—	148,548	-148,548	-100%	$5.1M	—	—	—
Morgan Stanley	N/A	—	110,600	-110,600	-100%	$3.8M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	101,910	-101,910	-100%	$3.5M	—	—	—
Marshall Wace, LLP	N/A	—	100,803	-100,803	-100%	$3.4M	—	—	—
Nuveen, LLC	N/A	—	92,779	-92,779	-100%	$3.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	92,461	-92,461	-100%	$3.1M	—	—	—
Two Sigma Investments, LP	N/A	—	88,459	-88,459	-100%	$3.0M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	87,466	-87,466	-100%	$3.0M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	74,709	-74,709	-100%	$2.5M	—	—	—
First Trust Advisors LP	N/A	—	51,128	-51,128	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	48,843	-48,843	-100%	$1.7M	—	—	—
Bank of America Corp	N/A	—	48,550	-48,550	-100%	$1.7M	—	—	—
Empowered Funds, LLC	N/A	—	46,209	-46,209	-100%	$1.6M	—	—	—
Brown Brothers Harriman & Co	N/A	—	45,787	-45,787	-100%	$1.6M	—	—	—
JPMorgan Chase & Co	N/A	—	44,310	-44,310	-100%	$1.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	43,598	-43,598	-100%	$1.5M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	42,186	-42,186	-100%	$1.4M	—	—	—
UBS Group AG	N/A	—	35,266	-35,266	-100%	$1.2M	—	—	—
Cerity Partners LLC	N/A	—	30,510	-30,510	-100%	$1.0M	—	—	—
Quantinno Capital Management LP	N/A	—	28,600	-28,600	-100%	$972.4K	—	—	—
HSBC Holdings PLC	N/A	—	25,127	-25,127	-100%	$845.0K	—	—	—
Point72 Asset Management, L.P.	N/A	—	20,994	-20,994	-100%	$713.8K	—	—	—
Ameriprise Financial Inc	N/A	—	20,820	-20,820	-100%	$707.9K	—	—	—
Invesco Ltd.	N/A	—	20,409	-20,409	-100%	$693.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	19,333	-19,333	-100%	$657.3K	—	—	—
HighTower Advisors, LLC	N/A	—	18,553	-18,553	-100%	$630.8K	—	—	—
Rhumbline Advisers	N/A	—	18,190	-18,190	-100%	$618.5K	—	—	—
Susquehanna Fundamental Investments, LLC	N/A	—	13,747	-13,747	-100%	$467.4K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	13,088	-13,088	-100%	$445.0K	—	—	—
XTX Topco Ltd	N/A	—	12,920	-12,920	-100%	$439.3K	—	—	—
Blair William & Co	N/A	—	12,589	-12,589	-100%	$428.0K	—	—	—
Wells Fargo & Company	N/A	—	12,044	-12,044	-100%	$409.5K	—	—	—
Price T Rowe Associates Inc	N/A	—	11,964	-11,964	-100%	$407.0K	—	—	—
SEI Investments Co	N/A	—	11,892	-11,892	-100%	$404.3K	—	—	—
Numerai GP LLC	N/A	—	10,698	-10,698	-100%	$363.7K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	10,622	-10,622	-100%	$361.1K	—	—	—
IEQ Capital, LLC	N/A	—	10,592	-10,592	-100%	$360.1K	—	—	—
Trexquant Investment LP	N/A	—	10,241	-10,241	-100%	$348.2K	—	—	—
Prudential Financial Inc	N/A	—	9,025	-9,025	-100%	$306.9K	—	—	—
MetLife Investment Management, LLC	N/A	—	8,665	-8,665	-100%	$294.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	8,341	-8,341	-100%	$283.6K	—	—	—
Capstone Financial Advisors, Inc.	N/A	—	8,100	-8,100	-100%	$275.4K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	7,942	-7,942	-100%	$270.0K	—	—	—
Mutual Advisors, LLC	N/A	—	7,633	-7,633	-100%	$259.5K	—	—	—
Semanteon Capital Management, LP	N/A	—	7,331	-7,331	-100%	$249.3K	—	—	—
Mariner, LLC	N/A	—	7,323	-7,323	-100%	$249.0K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	7,122	-7,122	-100%	$242.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	6,621	-6,621	-100%	$225.1K	—	—	—
Centiva Capital, LP	N/A	—	6,560	-6,560	-100%	$223.0K	—	—	—
Odyssean, LLC	N/A	—	6,259	-6,259	-100%	$212.8K	—	—	—
Stifel Financial Corp	N/A	—	6,189	-6,189	-100%	$210.4K	—	—	—
Rafferty Asset Management, LLC	N/A	—	6,091	-6,091	-100%	$207.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,513	-5,513	-100%	$187.4K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,924	-4,924	-100%	$167.4K	—	—	—
Royal Bank of Canada	N/A	—	4,411	-4,411	-100%	$150.0K	—	—	—
New York State Common Retirement Fund	N/A	—	4,259	-4,259	-100%	$144.8K	—	—	—
SG Americas Securities, LLC	N/A	—	4,224	-4,224	-100%	$144.0K	—	—	—
Legal & General Group Plc	N/A	—	1,450	-1,450	-100%	$49.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,415	-1,415	-100%	$48.1K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,161	-1,161	-100%	$39.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,103	-1,103	-100%	$36.3K	—	—	—
Arax Advisory Partners	N/A	—	890	-890	-100%	$30.3K	—	—	—
Harbour Investments, Inc.	N/A	—	775	-775	-100%	$26.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	550	-550	-100%	$18.7K	—	—	—
FMR LLC	N/A	—	511	-511	-100%	$17.4K	—	—	—
California State Teachers Retirement System	N/A	—	198	-198	-100%	$6.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	103	-103	-100%	$3.5K	—	—	—
Rothschild Investment LLC	N/A	—	93	-93	-100%	$3.2K	—	—	—
Federated Hermes, Inc.	N/A	—	58	-58	-100%	$2.0K	—	—	—
Optiver Holding B.V.	N/A	—	34	-34	-100%	$1.2K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	32	-32	-100%	$1.1K	—	—	—
JPL Wealth Management, LLC	N/A	—	2	-2	-100%	$68	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$34	—	—	—

Showing 138 of 138 institutions