COFS ChoiceOne Financial Services, Inc.
ChoiceOne Financial Services, Inc. (COFS) Institutional Ownership
What the institutions did with COFS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 377.5K | 29.6% |
| DIMENSIONAL FUND ADVISORS LP | 326.0K | 25.5% |
| Bank of New York Mellon Corp | 66.2K | 5.2% |
| LPL Financial LLC | 56.1K | 4.4% |
| Creative Planning | 50.3K | 3.9% |
| STRS OHIO | 28.4K | 2.2% |
| BARCLAYS PLC | 27.5K | 2.2% |
| Shakespeare Wealth Management, LLC | 27.2K | 2.1% |
| UBS Group AG | 26.3K | 2.1% |
| HBW ADVISORY SERVICES LLC | 24.8K | 1.9% |
| BAILARD, INC. | 24.5K | 1.9% |
| Nuveen, LLC | 23.0K | 1.8% |
| HighTower Advisors, LLC | 18.6K | 1.5% |
| RHUMBLINE ADVISERS | 18.3K | 1.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 17.5K | 1.4% |
| ALPS ADVISORS INC | 17.0K | 1.3% |
| IEQ CAPITAL, LLC | 16.1K | 1.3% |
| DEUTSCHE BANK AG\ | 12.1K | 0.9% |
| First National Bank of Mount Dora, Trust Investment Services | 11.7K | 0.9% |
| BLAIR WILLIAM & CO/IL | 11.6K | 0.9% |
| FIFTH THIRD BANCORP | 11.5K | 0.9% |
| Merit Financial Group, LLC | 9.6K | 0.8% |
| SEI INVESTMENTS CO | 9.1K | 0.7% |
| CITIGROUP INC | 8.7K | 0.7% |
| Gradient Investments LLC | 7.7K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Nuveen, LLC | Reduced | 92.8K | 23.0K | -69.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 288.7K | 326.0K | +37.3K |
| Creative Planning | Increased | 18.8K | 50.3K | +31.5K |
| BAILARD, INC. | New | 0 | 24.5K | +24.5K |
| Inspire Investing, LLC | Sold Out | 20.1K | 0 | -20.1K |
| ALPS ADVISORS INC | New | 0 | 17.0K | +17.0K |
| First National Bank of Mount Dora, Trust Investment Services | New | 0 | 11.7K | +11.7K |
| FIFTH THIRD BANCORP | Increased | 551 | 11.5K | +10.9K |
| Merit Financial Group, LLC | New | 0 | 9.6K | +9.6K |
| UBS Group AG | Reduced | 35.3K | 26.3K | -9.0K |
| Thrivent Financial for Lutherans | Sold Out | 8.8K | 0 | -8.8K |
| Sterling Capital Management LLC | Reduced | 8.4K | 278 | -8.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold Out | 7.7K | 0 | -7.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 7.4K | +7.4K |
| Squarepoint Ops LLC | New | 0 | 7.2K | +7.2K |
| STRS OHIO | Increased | 21.6K | 28.4K | +6.8K |
| IEQ CAPITAL, LLC | Increased | 10.6K | 16.1K | +5.5K |
| CITIGROUP INC | Reduced | 14.0K | 8.7K | -5.3K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 13.1K | 17.5K | +4.4K |
| LPL Financial LLC | Increased | 52.5K | 56.1K | +3.7K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | New | 0 | 3.6K | +3.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 380.9K | 377.5K | -3.4K |
| SEI INVESTMENTS CO | Reduced | 11.9K | 9.1K | -2.8K |
| DEUTSCHE BANK AG\ | Reduced | 13.8K | 12.1K | -1.7K |
| Gradient Investments LLC | Reduced | 9.3K | 7.7K | -1.6K |
| Police & Firemen's Retirement System of New Jersey | Reduced | 4.9K | 3.7K | -1.2K |
| Semanteon Capital Management, LP | Reduced | 7.3K | 6.2K | -1.1K |
| Bank of New York Mellon Corp | Increased | 65.2K | 66.2K | +1.1K |
| BLAIR WILLIAM & CO/IL | Reduced | 12.6K | 11.6K | -1.0K |
| BARCLAYS PLC | Increased | 27.1K | 27.5K | +385 |
| State of Wyoming | New | 0 | 223 | +223 |
| FMR LLC | Increased | 511 | 689 | +178 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 164 | +164 |
| RHUMBLINE ADVISERS | Increased | 18.2K | 18.3K | +129 |
| SJS Investment Consulting Inc. | Increased | 7 | 128 | +121 |
| GK Wealth Management LLC | New | 0 | 99 | +99 |
| Farther Finance Advisors, LLC | Increased | 45 | 130 | +85 |
| Root Financial Partners, LLC | New | 0 | 68 | +68 |
| SIGNATUREFD, LLC | New | 0 | 65 | +65 |
| HighTower Advisors, LLC | Increased | 18.6K | 18.6K | +60 |
| Geneos Wealth Management Inc. | New | 0 | 44 | +44 |
| EverSource Wealth Advisors, LLC | Increased | 73 | 110 | +37 |
| Physician Wealth Advisors, Inc. | New | 0 | 29 | +29 |
| PNC Financial Services Group, Inc. | Increased | 172 | 199 | +27 |
| ROTHSCHILD INVESTMENT LLC | Increased | 93 | 118 | +25 |
| Covestor Ltd | Increased | 351 | 368 | +17 |
| Provenance Wealth Advisors, LLC | New | 0 | 17 | +17 |
| Clearstead Advisors, LLC | Reduced | 21 | 5 | -16 |
| Smartleaf Asset Management LLC | New | 0 | 15 | +15 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 11 | 0 | -11 |
| Essential Partners LLC | Increased | 104 | 113 | +9 |
| True Wealth Design, LLC | Increased | 32 | 41 | +9 |
| GAMMA Investing LLC | Increased | 126 | 134 | +8 |
| IFP Advisors, Inc | Reduced | 195 | 188 | -7 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 153 | 151 | -2 |
| HUNTINGTON NATIONAL BANK | Sold Out | 1 | 0 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.