COFS / ChoiceOne Financial Services, Inc. - Kepemilikan Institusional - Pembeli

ChoiceOne Financial Services, Inc.
US ˙ NasdaqCM ˙ US1703861062

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di ChoiceOne Financial Services, Inc. meliputi ProShare Advisors LLC, NOSGX - Northern Small Cap Value Fund, PSOPX - JPMorgan Small Cap Value Fund Class I, NWHDX - Nationwide Bailard Cognitive Value Fund Class A, First Trust Advisors Lp, DFSTX - U.s. Small Cap Portfolio - Institutional Class, JSCSX - JPMorgan U.S. Small Company Fund Class I, Intech Investment Management Llc, Price T Rowe Associates Inc /md/, Quantbot Technologies LP, Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class, JSML - Janus Henderson Small Cap Growth Alpha ETF, IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I, PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional, DFUS - Dimensional U.S. Equity ETF, Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio, DFSU - Dimensional US Sustainability Core 1 ETF, DFAU - Dimensional US Core Equity Market ETF, dan State of Wyoming .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-15 13F Morgan Stanley 83,086 62.78 2,385 62.40
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5,077 5.81 144 -10.00
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 491 14
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,344 83.61 39 80.95
2025-08-13 13F Jacobs Asset Management, Llc 160,278 2.64 4,600 2.38
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,461 153.21 42 156.25
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 193 59.50 5 25.00
2025-08-11 13F Vanguard Group Inc 798,298 82.35 22,911 81.92
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3,210 296.30 92 300.00
2025-08-12 13F Legal & General Group Plc 1,297 74.56 37 76.19
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 510 66.12 15 75.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 1,752 50
2025-08-07 13F ProShare Advisors LLC 208,105 5,973
2025-08-14 13F State Street Corp 227,169 113.37 6,520 112.83
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,099 70.39 32 72.22
2025-08-12 13F Charles Schwab Investment Management Inc 43,292 82.62 1,242 82.11
2025-08-14 13F California State Teachers Retirement System 893 43.57 26 47.06
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,214 73.15 925 72.71
2025-08-12 13F Rhumbline Advisers 20,728 173.64 595 173.73
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2,174 63.58 62 63.16
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 937 90.06 27 62.50
2025-08-11 13F Brown Brothers Harriman & Co 46,747 1,342
2025-08-13 13F Cerity Partners LLC 28,410 0.30 815 0.12
2025-08-14 13F Raymond James Financial Inc 58,341 6.84 1,674 6.56
2025-07-25 13F Cwm, Llc 8,223 6.01 0
2025-07-28 NP VCSLX - Small Cap Index Fund 3,543 11.31 105 2.97
2025-08-12 13F Nuveen, LLC 19,783 23.90 568 23.53
2025-08-13 13F First Trust Advisors Lp 9,673 278
2025-08-26 NP Profunds - Profund Vp Small-cap 33 73.68 1
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 33,673 9.68 966 9.40
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5,231 117.32 150 117.39
2025-08-13 13F Northern Trust Corp 133,030 104.91 3,818 104.45
2025-08-14 13F Qube Research & Technologies Ltd 17,037 60.62 489 60.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 2,670 0.64 79 -7.14
2025-08-13 13F MetLife Investment Management, LLC 8,665 107.50 249 106.67
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,563 77.88 274 77.92
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 947 2.49 27 -13.33
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 476,824 92.07 13,685 91.60
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3,130 381.54 90 394.44
2025-08-14 13F Susquehanna International Group, Llp 18,781 64.39 539 64.33
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 876 25
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4,098 118
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 50 66.67 1
2025-08-14 13F Wells Fargo & Company/mn 9,181 83.51 264 83.92
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,982 9.49 142 -7.24
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 482 14
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 447 13
2025-08-07 13F Allworth Financial LP 46 1
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 206 46.10 6 25.00
2025-04-29 NP SMIZ - Zacks Small/Mid Cap ETF 34,259 36.37 1,089 15.73
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 23,255 667
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,009 5.26 597 -10.63
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 410 102.97 12 120.00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 828 24
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,850 102.95 110 103.70
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,190 79.95 63 77.14
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,531 13.24 44 -4.44
2025-08-11 13F Covestor Ltd 55 5.77 0
2025-08-12 13F Dimensional Fund Advisors Lp 95,321 156.83 2,736 156.42
2025-08-14 13F UBS Group AG 28,639 93.86 822 93.18
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,167 29,075.00 33
2025-08-13 13F Quantbot Technologies LP 6,659 191
2025-07-09 13F Massmutual Trust Co Fsb/adv 188 5
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 126,739 65.25 3,637 64.87
2025-08-08 13F/A Sterling Capital Management LLC 386 168.06 11 175.00
2025-07-24 13F Us Bancorp \de\ 5 0
2025-08-11 13F Empowered Funds, LLC 33,721 9.84 968 9.51
2025-08-14 13F Penn Mutual Asset Management, LLC 13,500 58.82 387 58.61
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 73 73.81 2 100.00
2025-06-26 NP USMIX - Extended Market Index Fund 1,604 57.72 46 32.35
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 484 14
2025-08-14 13F/A Barclays Plc 42,228 144.06 1
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 20 81.82 1
2025-08-12 13F Deutsche Bank Ag\ 9,667 33.34 277 33.17
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 6,733 64.10 193 63.56
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,018 103.78 87 104.76
2025-08-12 13F Jpmorgan Chase & Co 54,019 126.98 1,550 126.61
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,882 3.31 322 -3.89
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,599 72.94 448 72.59
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,359 8.92 1,223 1.33
2025-08-13 13F Invesco Ltd. 14,282 12.38 410 12.05
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,608 66.29 132 67.09
2025-08-14 13F RMB Capital Management, LLC 51,537 0.66 1,479 0.41
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11,000 74.60 316 74.03
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 16,256 69.37 467 68.84
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 401 12
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,221 100.20 569 86.23
2025-07-28 NP HDG - ProShares Hedge Replication ETF 11 10.00 0
2025-08-14 13F Fmr Llc 533 27.82 15 36.36
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 4,792 142.88 136 106.06
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 618 18
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 427 12
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,845 63.42 53 62.50
2025-08-14 13F Manufacturers Life Insurance Company, The 226,161 1.12 6,491 0.87
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 1,534 44
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,338 31.86 211 31.25
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,426 41
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,702 71.56 78 71.11
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 484 14
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 3,118 121.61 89 122.50
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,242 263
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 34 88.89 1
2025-08-19 13F State of Wyoming 547 16
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 8,677 249
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 1,620 46
2025-08-12 13F BlackRock, Inc. 858,127 66.91 24,628 66.51
2025-08-13 13F EverSource Wealth Advisors, LLC 18 1
2025-08-27 13F/A Squarepoint Ops LLC 34,301 128.10 984 127.78
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6,660 85.62 191 85.44
2025-08-28 NP PMEFX - PENN MUTUAL AM 1847 INCOME FUND I Shares 13,500 58.82 387 58.61
2025-08-14 13F Royal Bank Of Canada 8,151 80.09 234 80.00
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 216,271 69.30 6,207 68.87
2025-08-15 13F Tower Research Capital LLC (TRC) 2,260 617.46 65 611.11
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 15,271 438
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7,835 55.89 225 55.56
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 332,169 39.25 9,533 38.92
2025-08-05 13F Bank of New York Mellon Corp 42,508 55.77 1,220 55.29
2025-07-29 NP EBI - Longview Advantage ETF 20 1
2025-08-14 13F Bridgeway Capital Management Inc 62,221 5.10 1,786 4.82
2025-08-08 13F Intech Investment Management Llc 7,277 209
2025-08-14 13F Bank Of America Corp /de/ 21,783 141.93 625 141.31
2025-08-12 13F Ameritas Investment Partners, Inc. 1,461 153.21 42 156.25
2025-08-13 13F Kennedy Capital Management, Inc. 33,982 25.09 975 24.84
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 956 27
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,143 74.51 62 74.29
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,570 58.03 102 59.38
2025-07-24 13F IFP Advisors, Inc 18 1
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,741 94.96 51 82.14
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 24,787 75.97 711 75.56
2025-07-16 13F Signaturefd, Llc 18 1
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 100.00 0
2025-08-11 13F Rothschild Investment Llc 40 1
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 645 12.96 18 -5.26
2025-09-04 13F/A Advisor Group Holdings, Inc. 11,513 227.73 330 226.73
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 7,162 0
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 13,500 384
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,776 76.70 80 75.56
2025-08-08 13F Geode Capital Management, Llc 324,220 70.44 9,307 70.02
2025-08-14 13F Ubs Asset Management Americas Inc 160 5
2025-08-13 13F Hsbc Holdings Plc 19,278 561
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,429 5.36 456 -1.94
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