How many institutions own COFS stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own COFS shares is 131, representing 41.74% of the company's common stock.

Who are the major shareholders selling ChoiceOne Financial Services, Inc. stock?

RHUMBLINE ADVISERS, in the last quarter, reduced its stake in COFS by -11.56% restricting it's holding to 17.75 thousand shares of worth nearly $524.03K. CWM, LLC also lessened -0.38% of the COFS shares from its portfolio, reducing its holding to 8.17 thousand shares of worth $241.00K. RENAISSANCE TECHNOLOGIES LLC also shunned COFS shares holding by -43.15% last quarter which brought its holding to 11.2 thousand shares worth $330.62K.

Investors who are buying COFS stock?

As per its latest 13F filing, CITIGROUP INC increased its stake in COFS by 86.07% in the last quarter. The institutional holder raised its holding to 2.19 thousand shares having worth more than $64.65K. BLAIR WILLIAM & CO/IL also added 100% more shares of COFS to its portfolio, raising its holding to 17.28 thousand shares of worth $509.96K. BNP PARIBAS ARBITRAGE, SNC also increased its COFS shares holding by 88.85% which brought its holding to 18.36 thousand shares worth $542.11K.

COFS's major insiders: who are they?

The insider with the most stakes in COFS is Essex Bruce John Jr , director at the company. Additionally, COFS stock is highly held by director Burrough Eric E and director PETTY BRIAN P among others.

Did an insider recently sell COFS stock?

Company executives, directors, and other insiders own 6.23% percent of ChoiceOne Financial Services, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which COFS insiders have sold stock, totaling 15K shares. Insiders that have sold shares include PETTY BRIAN P, POTES KELLY, and BRAFORD LEE A.

Which insider recently purchased COFS stock?

There have been 4 transaction(s) during the past 6-months in which ChoiceOne Financial Services, Inc. insiders have bought stock, totalling 6800 shares

How much of COFS does insiders own?

Around 319.08K ChoiceOne Financial Services, Inc. shares are held by insiders, which represents about 6.23% of COFS stock.

Who is the insider with the largest stake?

COFS director, Essex Bruce John Jr holds the largest portfolio of the company's shares. COFS shares owned by Essex total nearly 248.81 thousand.

Which institution holds the most shares in COFS?

CITIGROUP INC is the largest institutional owner in COFS which holds 2.19 thousand shares worth $64.65K or 0.02% of the total COFS shares outstanding followed by WELLINGTON MANAGEMENT GROUP LLP with ownership of 16.61 thousand shares representing 0.12% of the COFS ownership. BLAIR WILLIAM & CO/IL is the third largest stakeholder with 17.28 thousand shares or 0.12% of the ownership worth more than $509.96K.

Is ChoiceOne Financial Services, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the COFS is concerned, it is a stock which is not optionable.

Is there a short position on COFS's shares?

Number of COFS shares short is 286.68K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding COFS shares are there?

As of today, 15.02M shares of COFS are outstanding.

Is there many float in COFS stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, COFS has 12.64M shares in float.

COFS short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for COFS is 4.56.

ChoiceOne Financial Services (COFS) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.91

Short Percent Of Float2.03

Shares Outstanding15.02M

Shares Float12.64M

Shares Short286.68K

Short Ratio4.56

2.03%

Short % of Float

1.91%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.23% Percentage of Shares held by All Insiders

41.74% Percentage of Shares held by All Institutions

44.51% Percentage of Float held by Institutions

131

Number of Institutions Holding Shares

Institutional Ownership

About 41.74% of COFS shares are held by financial institutions. CITIGROUP INC is the top corporate investor, holding 2.19K shares valued at $64.65K. A 0.02% stake in ChoiceOne Financial Services, Inc. is owned by the company. WELLINGTON MANAGEMENT GROUP LLP owns 16.61K shares valued at $490.18K, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	CITIGROUP INC	0.02%	2.19K	64.65K	1.01K	+86.07%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.12%	16.61K	490.18K	0	0
Dec 31, 2025	BLAIR WILLIAM & CO/IL	0.12%	17.28K	509.96K	17.28K	+100.00%
Dec 31, 2025	RHUMBLINE ADVISERS	0.13%	17.75K	524.03K	-2.32K	-11.56%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.13%	18.36K	542.11K	8.64K	+88.85%
Dec 31, 2025	NUVEEN, LLC	0.14%	19.78K	583.99K	0	0
Dec 31, 2025	INVESCO LTD.	0.14%	20.1K	593.32K	1.39K	+7.42%
Dec 31, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.15%	20.89K	616.64K	9.34K	+80.90%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.16%	22.56K	665.88K	22.56K	+100.00%
Dec 31, 2025	HBW ADVISORY SERVICES LLC	0.17%	24.78K	731.48K	0	0
Dec 31, 2025	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.19%	26.32K	776.88K	26.32K	+100.00%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.28%	39.08K	1.15M	18.93K	+93.95%
Dec 31, 2025	CWM, LLC	0.06%	8.17K	241K	-31	-0.38%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.06%	9.32K	275.07K	0	0
Dec 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	8.67K	255.79K	0	0
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.07%	10.16K	299.78K	10.16K	+100.00%
Dec 31, 2025	HRT FINANCIAL LP	0.08%	10.46K	308K	10.46K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.08%	11.06K	326.43K	0	0
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.08%	11.2K	330.62K	-8.5K	-43.15%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	11.51K	339.86K	0	0
Dec 31, 2025	DEUTSCHE BANK AG\	0.09%	13.35K	394.06K	1.35K	+11.26%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.1%	13.98K	412.6K	13.98K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.12%	16.04K	473.57K	5.07K	+46.24%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.12%	18.52K	546.65K	0	0
Dec 31, 2025	GENDELL JEFFREY L	1.07%	148.55K	4.39M	0	0
Dec 31, 2025	JACOBS ASSET MANAGEMENT, LLC	1.18%	163.9K	4.84M	14.03K	+9.36%
Dec 31, 2025	STATE STREET CORP	2.25%	314.21K	9.28M	33.74K	+12.03%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.37%	331.03K	9.77M	358	+0.11%
Dec 31, 2025	VANGUARD GROUP INC	5.8%	808.19K	23.86M	1.68K	+0.21%
Dec 31, 2025	BLACKROCK, INC.	6.9%	962.36K	28.41M	64.23K	+7.15%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	1.08K	31.73K	0	0
Dec 31, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.03%	3.57K	105.39K	0	0
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	4.26K	125.73K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.03%	4.41K	130K	197	+4.67%
Dec 31, 2025	QUEST PARTNERS LLC	0.03%	4.58K	135.23K	0	0
Dec 31, 2025	SG AMERICAS SECURITIES, LLC	0.04%	6.26K	185K	6.26K	+100.00%
Dec 31, 2025	EMPOWERED FUNDS, LLC	0.24%	33.16K	978.77K	-4.9K	-12.88%
Dec 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.3%	41.56K	1.23M	0	0
Dec 31, 2025	BARCLAYS PLC	0.31%	42.94K	1.27M	3.52K	+8.92%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.31%	43.35K	1.28M	9	+0.02%
Dec 31, 2025	D. E. SHAW & CO., INC.	0.33%	45.34K	1.34M	45.34K	+100.00%
Dec 31, 2025	BROWN BROTHERS HARRIMAN & CO	0.33%	45.79K	1.35M	-960	-2.05%
Dec 31, 2025	JPMORGAN CHASE & CO	0.35%	52.02K	1.54M	-6.98K	-11.83%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.36%	49.73K	1.47M	-1.26K	-2.47%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.58%	81.31K	2.4M	-3.99K	-4.68%
Dec 31, 2025	SQUAREPOINT OPS LLC	0.72%	100.18K	2.96M	33.28K	+49.75%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.73%	101.69K	3M	47.38K	+87.25%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.2%	27.67K	816.82K	27.67K	+100.00%
Dec 31, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.2%	27.68K	817.2K	0	0
Dec 31, 2025	CERITY PARTNERS LLC	0.21%	29.86K	881.41K	1.48K	+5.22%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.22%	29.99K	885.19K	-4.11K	-12.06%
Dec 31, 2025	UBS GROUP AG	0.25%	35.02K	1.03M	-12.29K	-25.97%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.27%	37.86K	1.12M	7.65K	+25.33%
Dec 31, 2025	LPL FINANCIAL LLC	0.38%	53.32K	1.57M	32.47K	+155.76%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.43%	60.29K	1.78M	17.44K	+40.69%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	60.55K	1.79M	530	+0.88%
Dec 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.44%	61.66K	1.82M	-4.9K	-7.37%
Dec 31, 2025	CITADEL ADVISORS LLC	0.74%	103.73K	3.06M	103.73K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.87%	121.96K	3.6M	-11.16K	-8.39%
Dec 31, 2025	MORGAN STANLEY	0.92%	128.57K	3.8M	71.55K	+125.47%
Dec 31, 2025	MARSHALL WACE, LLP	0.96%	134.46K	3.97M	91.1K	+210.10%
Dec 31, 2025	JANE STREET GROUP, LLC	1.05%	146.78K	4.33M	124.42K	+556.36%
Dec 31, 2025	PROSHARE ADVISORS LLC	1.28%	192.1K	5.67M	-12.54K	-6.13%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	1.31%	182.56K	5.39M	84.6K	+86.36%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	2.5%	348.41K	10.29M	-1.37K	-0.39%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	7.65K	225.92K	57	+0.75%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.06%	8.8K	260K	8.8K	+100.00%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.46%	202.91K	5.99M	76.23K	+60.17%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.61%	223.92K	6.61M	-1.77K	-0.78%
Dec 31, 2025	TRUST CO	0%	675	19.93K	675	+100.00%
Dec 31, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	831	24.53K	-156	-15.81%
Dec 31, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.16K	34.27K	-300	-20.53%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.3K	38.29K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.06%	9.72K	281.61K	8.37K	+617.64%
Sep 30, 2025	BLACKROCK, INC.	5.99%	898.13K	26.01M	40K	+4.66%
Sep 30, 2025	VANGUARD GROUP INC	5.38%	806.51K	23.36M	8.21K	+1.03%
Sep 30, 2025	GENDELL JEFFREY L	0.99%	148.55K	4.3M	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.2%	330.67K	9.58M	6.45K	+1.99%
Sep 30, 2025	JPMORGAN CHASE & CO	0.39%	59K	1.71M	4.98K	+9.22%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	20.15K	583.52K	3.11K	+18.27%
Sep 30, 2025	RHUMBLINE ADVISERS	0.13%	20.07K	581.31K	-655	-3.16%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	12K	347.46K	2.33K	+24.11%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	11.06K	320.24K	0	0
Sep 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.07%	11.05K	320.1K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.07%	10.97K	317.7K	1.79K	+19.49%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.06%	9.32K	269.85K	0	0
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.06%	8.67K	250.94K	0	0
Sep 30, 2025	CWM, LLC	0.05%	8.2K	238K	-22	-0.27%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.05%	8K	231.68K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	7.6K	220K	7.6K	+100.00%
Sep 30, 2025	QUEST PARTNERS LLC	0.03%	4.58K	132.67K	4.58K	+100.00%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.03%	4.26K	123.34K	0	0
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.02%	3.57K	103.39K	0	0
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	1.46K	42.31K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.01%	1.35K	38.95K	-27.59K	-95.35%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.01%	1.3K	37.56K	0	0
Sep 30, 2025	CITIGROUP INC	0.01%	1.18K	34.09K	-3.62K	-75.48%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	1.08K	31.55K	1.08K	+100.00%
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0.01%	987	28.58K	601	+155.70%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0%	602	17K	602	+100.00%
Sep 30, 2025	FIFTH THIRD BANCORP	0%	551	15.96K	0	0
Sep 30, 2025	FMR LLC	0%	534	15.47K	1	+0.19%
Sep 30, 2025	MENDON CAPITAL ADVISORS CORP	0.33%	50K	1.45M	0	0
Sep 30, 2025	UBS GROUP AG	0.32%	47.31K	1.37M	18.67K	+65.18%
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.31%	46.75K	1.35M	0	0
Sep 30, 2025	MARSHALL WACE, LLP	0.29%	43.36K	1.26M	43.36K	+100.00%
Sep 30, 2025	BREVAN HOWARD CAPITAL MANAGEMENT LP	0.08%	11.55K	334.4K	11.55K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	54.3K	1.57M	28.21K	+108.13%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.34%	51.54K	1.49M	0	0
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	18.52K	536.28K	0	0
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.11%	16.61K	480.88K	0	0
Sep 30, 2025	MORGAN STANLEY	0.38%	57.02K	1.65M	-26.06K	-31.37%
Sep 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.3%	45.36K	1.31M	-6.65K	-12.78%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	43.34K	1.26M	50	+0.12%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.5%	225.69K	6.54M	-476	-0.21%
Sep 30, 2025	PROSHARE ADVISORS LLC	1.36%	204.64K	5.93M	-3.46K	-1.66%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.84%	126.69K	3.67M	31.36K	+32.90%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.65%	97.96K	2.84M	65.76K	+204.24%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.57%	85.3K	2.47M	-13.98K	-14.08%
Sep 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.18%	27.68K	801.7K	-9.94K	-26.42%
Sep 30, 2025	NUVEEN, LLC	0.13%	19.78K	572.92K	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.13%	19.7K	570.51K	-4.8K	-19.59%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.29%	42.85K	1.24M	345	+0.81%
Sep 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.28%	41.56K	1.2M	7.57K	+22.29%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.2%	30.21K	874.88K	8.43K	+38.69%
Sep 30, 2025	SQUAREPOINT OPS LLC	0.45%	66.9K	1.94M	32.6K	+95.03%
Sep 30, 2025	INVESCO LTD.	0.12%	18.71K	541.87K	4.43K	+31.01%
Sep 30, 2025	JACOBS ASSET MANAGEMENT, LLC	1%	149.87K	4.34M	-10.41K	-6.49%
Sep 30, 2025	BANC FUNDS CO LLC	0.9%	135.44K	3.92M	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.89%	133.13K	3.86M	95	+0.07%
Sep 30, 2025	CERITY PARTNERS LLC	0.19%	28.38K	821.8K	-33	-0.12%
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.17%	24.78K	717.6K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.15%	22.36K	647.63K	22.36K	+100.00%
Sep 30, 2025	HSBC HOLDINGS PLC	0.15%	21.89K	636.23K	2.61K	+13.53%
Sep 30, 2025	LPL FINANCIAL LLC	0.14%	20.85K	603.73K	751	+3.74%
Sep 30, 2025	STATE STREET CORP	1.87%	280.47K	8.12M	53.31K	+23.46%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.44%	66.56K	1.93M	4.34K	+6.97%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	60.02K	1.74M	1.68K	+2.88%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.34%	50.99K	1.48M	41.32K	+427.14%
Sep 30, 2025	FOURTHSTONE LLC	7.29%	1.09M	31.67M	-49.44K	-4.33%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	2.33%	349.78K	10.13M	-10K	-2.78%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	11.51K	355.29K	0	0
Sep 30, 2025	BARCLAYS PLC	0.26%	39.43K	1.14M	-2.8K	-6.64%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.25%	38.06K	1.1M	4.34K	+12.86%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.23%	34.1K	987.54K	10.5K	+44.49%
Sep 30, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0.09%	13.5K	390.96K	0	0
Jun 30, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.07%	11.05K	317.22K	0	0
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.06%	9.67K	277.62K	9.67K	+100.00%
Jun 30, 2025	DEUTSCHE BANK AG\	0.06%	9.67K	277.44K	2.42K	+33.34%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0.06%	9.32K	267.43K	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	43.29K	1.24M	19.59K	+82.62%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.28%	42.51K	1.22M	15.22K	+55.77%
Jun 30, 2025	BARCLAYS PLC	0.28%	42.23K	1.21M	24.93K	+144.06%
Jun 30, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.25%	37.62K	1.08M	0	0
Jun 30, 2025	SQUAREPOINT OPS LLC	0.23%	34.3K	984.44K	19.26K	+128.10%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1.51%	226.16K	6.49M	2.51K	+1.12%
Jun 30, 2025	PROSHARE ADVISORS LLC	1.39%	208.11K	5.97M	208.11K	+100.00%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.64%	95.32K	2.74M	58.21K	+156.83%
Jun 30, 2025	MORGAN STANLEY	0.55%	83.09K	2.38B	32.04K	+62.78%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.41%	62.22K	1.79M	3.02K	+5.10%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	58.34K	1.67M	3.73K	+6.84%
Jun 30, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.23%	33.98K	975.28K	6.82K	+25.09%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.22%	33.72K	967.79K	3.02K	+9.84%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.17%	26.09K	748.84M	-1.06K	-3.91%
Jun 30, 2025	CITADEL ADVISORS LLC	0.15%	22.17K	636.28M	-52.16K	-70.17%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.15%	21.78K	625.17K	12.78K	+141.93%
Jun 30, 2025	RHUMBLINE ADVISERS	0.14%	20.73K	594.89K	13.15K	+173.64%
Jun 30, 2025	LPL FINANCIAL LLC	0.13%	20.1K	576.76K	-70	-0.35%
Jun 30, 2025		0.13%	19.78K	567.77K	3.82K	+23.90%
Jun 30, 2025	HSBC HOLDINGS PLC	0.13%	19.28K	560.99K	19.28K	+100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	18.78K	539.02K	7.36K	+64.39%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.12%	18.52K	531.47K	0	0
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.16%	23.6K	677.32K	-15.2K	-39.18%
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.16%	24.5K	703.15K	-20.7K	-45.80%
Jun 30, 2025	HBW ADVISORY SERVICES LLC	0.17%	24.78K	711.16K	0	0
Jun 30, 2025	JACOBS ASSET MANAGEMENT, LLC	1.07%	160.28K	4.6M	4.12K	+2.64%
Jun 30, 2025	FOURTHSTONE LLC	7.62%	1.14M	32.8M	-212.69K	-15.69%
Jun 30, 2025	BLACKROCK, INC.	5.72%	858.13K	24.63M	344K	+66.91%
Jun 30, 2025	CERITY PARTNERS LLC	0.19%	28.41K	815.37K	86	+0.30%
Jun 30, 2025	UBS GROUP AG	0.19%	28.64K	821.94K	13.87K	+93.86%
Jun 30, 2025	VANGUARD GROUP INC	5.32%	798.3K	22.91M	360.52K	+82.35%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	2.4%	359.78K	10.33B	-40.46K	-10.11%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.16%	324.22K	9.31M	134K	+70.44%
Jun 30, 2025	STATE STREET CORP	1.51%	227.17K	6.52M	120.7K	+113.37%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.19%	28.94K	830.43K	-2	-0.01%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	32.2K	924.11K	-22.83K	-41.49%
Jun 30, 2025	BANC FUNDS CO LLC	0.9%	135.44K	3.89M	-167.95K	-55.36%
Jun 30, 2025	NUVEEN, LLC	0.13%	19.78K	567.77K	3.82K	+23.90%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	11.51K	330.42K	8K	+227.73%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.11%	17.04K	488.96K	6.43K	+60.62%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.11%	16.61K	476.56K	0	0
Jun 30, 2025	INVESCO LTD.	0.1%	14.28K	409.89K	1.57K	+12.38%
Jun 30, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0.09%	13.5K	387.45K	5K	+58.82%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.07%	11.06K	317.37K	0	0
Jun 30, 2025	MENDON CAPITAL ADVISORS CORP	0.33%	50K	1.44M	0	0
Jun 30, 2025	BROWN BROTHERS HARRIMAN & CO	0.31%	46.75K	1.34M	46.75K	+100.00%
Jun 30, 2025	GENDELL JEFFREY L	0.99%	148.55K	4.26M	-83.23K	-35.91%
Jun 30, 2025	NORTHERN TRUST CORP	0.89%	133.03K	3.82M	68.11K	+104.91%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.66%	99.28K	2.85M	-3.7K	-3.60%
Jun 30, 2025	JPMORGAN CHASE & CO	0.36%	54.02K	1.55M	30.22K	+126.98%
Jun 30, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.35%	52.01K	1.49M	0	0
Jun 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.34%	51.54K	1.48M	337	+0.66%
Mar 31, 2025	JANE STREET GROUP, LLC	0.2%	16.57K	476.72K	16.57K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.18%	14.77K	425.02K	865	+6.22%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	11.43K	328.7K	11.43K	+100.00%
Mar 31, 2025	BARCLAYS PLC	0.21%	17.3K	499K	1.45K	+9.14%
Mar 31, 2025	SQUAREPOINT OPS LLC	0.18%	15.04K	432.64K	-4.42K	-22.71%
Mar 31, 2025	HBW ADVISORY SERVICES LLC	0.3%	24.78K	712.89K	0	0
Mar 31, 2025		0.2%	15.97K	459.37K	15.97K	+100.00%
Mar 31, 2025	INVESCO LTD.	0.16%	12.71K	365.64K	-1.5K	-10.53%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.33%	27.29K	785.1K	-593	-2.13%
Mar 31, 2025	BANC FUNDS CO LLC	3.71%	303.38K	8.73M	303.38K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	2.74%	223.65K	6.43M	-652	-0.29%
Mar 31, 2025	STATE STREET CORP	1.3%	106.47K	3.06M	3K	+2.90%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	1.26%	102.98K	2.96M	33.14K	+47.45%
Mar 31, 2025	CITADEL ADVISORS LLC	0.91%	74.33K	2.14M	50.04K	+206.04%
Mar 31, 2025	MORGAN STANLEY	0.63%	51.04K	1.47M	18.83K	+58.47%
Mar 31, 2025	KENNEDY CAPITAL MANAGEMENT LLC	0.33%	27.17K	781.54K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.25%	20.17K	580.18K	10	+0.05%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.23%	18.52K	532.76K	1.12K	+6.41%
Mar 31, 2025	GRADIENT INVESTMENTS LLC	0.11%	9.32K	268.08K	9.32K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.29%	23.8K	684.7K	-5.9K	-19.86%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	23.71K	682.02K	0	0
Mar 31, 2025	BLACKROCK, INC.	6.3%	514.13K	14.79M	-12.57K	-2.39%
Mar 31, 2025	VANGUARD GROUP INC	5.36%	437.78K	12.59M	-801	-0.18%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	4.9%	400.24K	11.51M	400.24K	+100.00%
Mar 31, 2025	GENDELL JEFFREY L	2.84%	231.78K	6.67M	231.78K	+100.00%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.47%	38.34K	1.1M	-87.8K	-69.61%
Mar 31, 2025	MARSHALL WACE, LLP	0.47%	38.06K	1.09M	38.06K	+100.00%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.36%	29.46K	847.54K	29.46K	+100.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	10.61K	305.16K	10.61K	+100.00%
Mar 31, 2025	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.46%	37.62K	1.08M	-1.1K	-2.84%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.35%	28.94K	832.52K	-4.11K	-12.44%
Mar 31, 2025	CERITY PARTNERS LLC	0.35%	28.32K	814.88K	-22	-0.08%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.33%	27.15K	781.22K	-4.97K	-15.48%
Mar 31, 2025	FOURTHSTONE LLC	16.6%	1.36M	39M	879.55K	+184.74%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.33%	190.22K	5.47M	2.12K	+1.13%
Mar 31, 2025	JACOBS ASSET MANAGEMENT, LLC	1.91%	156.16K	4.49M	93.66K	+149.85%
Mar 31, 2025	NORTHERN TRUST CORP	0.8%	64.92K	1.87M	-1.04K	-1.58%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.72%	59.2K	1.7M	2.31K	+4.06%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.48%	38.8K	1.12M	38.8K	+100.00%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	37.11K	1.07M	14.66K	+65.32%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.38%	30.7K	883.27K	2.31K	+8.14%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.14%	11.06K	318.14K	-6.19K	-35.88%
Mar 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.14%	11.05K	318K	0	0
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.67%	55.03K	1.58M	55.03K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.67%	54.61K	1.57M	54.61K	+100.00%
Mar 31, 2025	MALTESE CAPITAL MANAGEMENT LLC	0.64%	52.01K	1.5M	0	0
Mar 31, 2025	RMB CAPITAL MANAGEMENT, LLC	0.63%	51.2K	1.47M	-19.73K	-27.81%
Mar 31, 2025	MENDON CAPITAL ADVISORS CORP	0.61%	50K	1.44M	-20.93K	-29.51%
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.55%	45.2K	1.3M	-4.3K	-8.69%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.2%	16.61K	477.73K	16.61K	+100.00%
Mar 31, 2024	CITIGROUP INC	0.02%	1.31K	35.88K	316	+31.73%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.25K	34.21K	0	0
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.01%	702	19.2K	-448	-38.96%
Mar 31, 2024	NORTHERN TRUST CORP	0.76%	57.27K	1.57M	1.37K	+2.45%
Mar 31, 2024	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.52%	39.52K	1.08M	-4.92K	-11.06%
Mar 31, 2024	AMALGAMATED BANK	0%	236	6K	-374	-61.31%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.97%	148.73K	4.07M	4.59K	+3.18%
Mar 31, 2024	STATE STREET CORP	1.2%	90.75K	2.48M	10.28K	+12.78%
Mar 31, 2024	CERITY PARTNERS LLC	0.98%	73.7K	2.02M	27.58K	+59.79%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.7%	52.42K	1.43M	1.75K	+3.45%
Mar 31, 2024	CITADEL ADVISORS LLC	0.19%	14.35K	392.34K	926	+6.90%
Mar 31, 2024	MORGAN STANLEY	0.18%	13.72K	375.15K	-3.13K	-18.59%
Mar 31, 2024	JPMORGAN CHASE & CO	0.18%	13.19K	360.72K	5.67K	+75.43%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.15%	11.39K	311.63K	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.13%	9.8K	267.98K	-4.11K	-29.56%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.13%	9.93K	271.5K	9.93K	+100.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.14%	10.83K	296.48K	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.15%	11.06K	302.44K	0	0
Mar 31, 2024	ICA GROUP WEALTH MANAGEMENT, LLC	0.21%	15.61K	426.96K	358	+2.35%
Mar 31, 2024	UBS GROUP AG	0.21%	15.93K	435.58K	-1.22K	-7.14%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.23%	17.4K	476K	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.01%	597	16.33K	0	0
Mar 31, 2024	RENAISSANCE TECHNOLOGIES LLC	0.23%	17.7K	484K	1K	+5.99%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	18.46K	504.8K	0	0
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.27%	20.3K	555.07K	-82	-0.40%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.32%	23.92K	654.21K	1.75K	+7.89%
Mar 31, 2024	HBW ADVISORY SERVICES LLC	0.33%	24.63K	722K	0	0
Mar 31, 2024	INVESCO LTD.	0.38%	28.93K	791.21K	19.82K	+217.52%
Mar 31, 2024	BLACKROCK INC.	5.17%	389.4K	10.65M	-17.2K	-4.23%
Mar 31, 2024	WEST TOWER GROUP, LLC	0%	0	-	-91	-100.00%
Mar 31, 2024	LPL FINANCIAL LLC	0%	0	-	-8.06K	-100.00%
Mar 31, 2024	SG AMERICAS SECURITIES, LLC	0%	0	-	-3.8K	-100.00%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	11	301	11	+100.00%
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	577	15.78K	0	0
Mar 31, 2024	FIFTH THIRD BANCORP	0.01%	551	15.07K	0	0
Mar 31, 2024	FMR LLC	0.01%	502	13.73K	8	+1.62%
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	446	12.2K	-361	-44.73%
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0.01%	392	10.72K	0	0
Mar 31, 2024	GAMMA INVESTING LLC	0%	49	1.34K	0	0
Mar 31, 2024	COVESTOR LTD	0%	23	1K	-81	-77.88%
Mar 31, 2024	VANGUARD GROUP INC	4.66%	350.69K	9.59M	2.87K	+0.83%
Mar 31, 2024	BARCLAYS PLC	0.1%	7.31K	200K	-4.7K	-39.14%
Mar 31, 2024	RHUMBLINE ADVISERS	0.1%	7.25K	198.17K	354	+5.14%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.06%	4.86K	133K	0	0
Mar 31, 2024	CWM, LLC	0.06%	4.8K	131K	1.21K	+33.76%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	4.26K	117K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.05%	4.06K	110.99K	-4.46K	-52.36%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	3.78K	103.49K	0	0
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	3.44K	94.17K	-29	-0.84%
Mar 31, 2024	DEUTSCHE BANK AG\	0.04%	3.2K	87.55K	99	+3.19%
Mar 31, 2024	ROYAL BANK OF CANADA	0.04%	2.96K	81K	-1.98K	-40.09%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.03%	2.47K	67.43K	317	+14.76%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.02%	1.7K	46.6K	0	0
Mar 31, 2024	GRADIENT INVESTMENTS LLC	0.02%	1.63K	44.58K	0	0
Dec 31, 2023	COVESTOR LTD	0%	104	3K	44	+73.33%
Dec 31, 2023	FMR LLC	0.01%	494	14.47K	486	+6,075.00%
Dec 31, 2023	FIFTH THIRD BANCORP	0.01%	551	16.14K	0	0
Dec 31, 2023	AMERITAS INVESTMENT PARTNERS, INC.	0.01%	577	16.91K	0	0
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.01%	597	17.49K	-74	-11.03%
Dec 31, 2023	AMALGAMATED BANK	0.01%	610	18K	-70	-10.29%
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	807	23.65K	-11	-1.34%
Dec 31, 2023	CITIGROUP INC	0.01%	996	29.18K	961	+2,745.71%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.02%	1.15K	33.7K	-391	-25.37%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.02%	1.25K	36.65K	-220	-14.96%
Dec 31, 2023	GRADIENT INVESTMENTS LLC	0.02%	1.63K	47.76K	0	0
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0.02%	1.7K	49.93K	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.03%	2.15K	62.94K	425	+24.67%
Dec 31, 2023	DEUTSCHE BANK AG\	0.04%	3.1K	90.89K	3.1K	+100.00%
Dec 31, 2023	AMERICAN INTERNATIONAL GROUP, INC.	0.05%	3.47K	101.73K	-14	-0.40%
Dec 31, 2023	CWM, LLC	0.05%	3.59K	105K	-1.21K	-25.24%
Dec 31, 2023	METLIFE INVESTMENT MANAGEMENT, LLC	0.05%	3.78K	110.87K	0	0
Dec 31, 2023	SG AMERICAS SECURITIES, LLC	0.05%	3.8K	111K	3.8K	+100.00%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.06%	4.26K	125K	7	+0.16%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.06%	4.86K	142K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.07%	4.93K	145K	3.76K	+320.63%
Dec 31, 2023	RHUMBLINE ADVISERS	0.09%	6.89K	201.93K	-261	-3.65%
Dec 31, 2023	JPMORGAN CHASE & CO	0.1%	7.52K	220.28K	2.98K	+65.59%
Dec 31, 2023	LPL FINANCIAL LLC	0.11%	8.06K	236.01K	8.06K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.11%	8.52K	249.58K	-2.95K	-25.74%
Dec 31, 2023	INVESCO LTD.	0.12%	9.11K	266.95K	9.11K	+100.00%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.14%	10.83K	317.35K	10.83K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.15%	11.06K	324K	0	0
Dec 31, 2023	CITADEL ADVISORS LLC	0.18%	13.42K	393.18K	13.42K	+100.00%
Dec 31, 2023	BARCLAYS PLC	0.16%	12.02K	352K	8.22K	+216.76%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.15%	11.39K	334.7K	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.18%	13.91K	407.53K	-206	-1.46%
Dec 31, 2023	ICA GROUP WEALTH MANAGEMENT, LLC	0.2%	15.25K	446.91K	-819	-5.10%
Dec 31, 2023	WEST TOWER GROUP, LLC	0%	91	2.67K	91	+100.00%
Dec 31, 2023	RENAISSANCE TECHNOLOGIES LLC	0.22%	16.7K	489K	-500	-2.91%
Dec 31, 2023	MORGAN STANLEY	0.22%	16.85K	493.69K	9.49K	+129.05%
Dec 31, 2023	UBS GROUP AG	0.23%	17.15K	502.5K	3.5K	+25.68%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.23%	17.4K	510K	0	0
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.25%	18.46K	540.79K	0	0
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.27%	20.38K	597.04K	1	0.00%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.29%	22.17K	649.58M	1.92K	+9.48%
Dec 31, 2023	HBW ADVISORY SERVICES LLC	0.33%	24.63K	722K	0	0
Dec 31, 2023	SHAKESPEARE WEALTH MANAGEMENT, INC.	0.59%	44.44K	1.3M	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.61%	46.12K	1.35M	46.12K	+100.00%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.67%	50.67K	1.48M	-2.32K	-4.38%
Dec 31, 2023	NORTHERN TRUST CORP	0.74%	55.9K	1.64M	-20	-0.04%
Dec 31, 2023	STATE STREET CORP	1.07%	80.47K	2.36M	-845	-1.04%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.91%	144.15K	4.22M	11.21K	+8.43%
Dec 31, 2023	VANGUARD GROUP INC	4.62%	347.82K	10.19M	2.35K	+0.68%
Dec 31, 2023	BLACKROCK INC.	5.4%	406.6K	11.91M	64.07K	+18.70%
Dec 31, 2023	METROPOLITAN LIFE INSURANCE CO/NY	0.01%	392	11.49K	0	0

Insiders

Among the COFS insiders holding of 6.23% of the stake in company, ESSEX BRUCE JOHN JR, director, holds the largest shares of 248.81K. BURROUGH ERIC E, director, is the second largest COFS insider with ownership of 174.83K shares. PETTY BRIAN P, director, stands third with possession of 91.11K shares of that stake.

Insiders	Designation	Shares Held
ESSEX BRUCE JOHN JR	director	248.81K
BURROUGH ERIC E	director	174.83K
PETTY BRIAN P	director	91.11K
BULL K TIMOTHY	director	64.58K
JOHNSON PAUL L	director	53.19K
LANNING RAYMOND A.	director	37.53K
MCCONNELL GREGORY A	director	34.95K
BURNS HAROLD J	director	20.59K
BUSH DAVID	director	18.55K
ARMOCK GREG L.	director	16.79K
NYBLAD NELS W	director	16.45K
MCGINNIS BRADLEY F.	director	15.3K
JOHNSON MARY J	Secretary	15K
GREENLAND ADOM	Secretary	13.87K
BOSSERD JAMES A	director	13.78K
COULTER CURT E	director	8.85K
BROPHY KEITH D.	director	8.56K
HENDON JACK	director	6K
WENDLING MICHELLE M	director	5.62K
POTES KELLY	Chief Executive Officer	4K
BERRIS FRANK G	director	3.93K
BURKE MICHAEL J. JR.	President	2.89K
CADY BRUCE	director	2.8K
BURKE MICHAEL J JR	President	2.5K
PAGE ROXANNE M	director	1.95K
HENION BRADLEY	S.V.P. - ChoiceOne Bank (Sub.)	1.69K
BATISTONI PETER	S.V.P. - ChoiceOne Bank (Sub.)	649
BRAFORD LEE A	S.V.P. - ChoiceOne Bank (Sub.)	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 03, 2026	MCGINNIS BRADLEY F.	PURCHASE	29.15	1K	29.15K	15.3K
Feb 27, 2026	BURKE MICHAEL J. JR.	PURCHASE	28.58	250	7.15K	2.89K
Feb 13, 2026	MCCONNELL GREGORY A	PURCHASE	29.10	550	16.01K	34.95K
Feb 11, 2026	PETTY BRIAN P	SALE	29.56	15K	443.4K	91.11K
Nov 17, 2025	BURROUGH ERIC E	PURCHASE	28.50	5K	142.5K	174.83K
Mar 14, 2025	COULTER CURT E	PURCHASE	29.78	10	297.8	8.85K
Feb 18, 2025	MCGINNIS BRADLEY F.	PURCHASE	32.84	1K	32.84K	14.3K
Aug 09, 2024	BURKE MICHAEL J JR	PURCHASE	26.75	500	13.38K	2.5K
Aug 05, 2024	POTES KELLY	PURCHASE	26.55	1K	26.55K	4K
Aug 02, 2024	BURKE MICHAEL J JR	PURCHASE	27.25	1K	27.25K	2K
Jul 25, 2024	HENDON JACK	PURCHASE	25.00	6K	150K	6K
Jul 25, 2024	ARMOCK GREG L.	PURCHASE	25.00	6K	150K	16.79K
Jul 25, 2024	BROPHY KEITH D.	PURCHASE	25.00	1K	25K	8.56K
Jul 25, 2024	BURNS HAROLD J	PURCHASE	25.00	2K	50K	20.59K
Jul 25, 2024	WENDLING MICHELLE M	PURCHASE	25.00	400	10K	5.62K
Jul 25, 2024	BURROUGH ERIC E	PURCHASE	25.00	16K	400K	160.46K
Jul 25, 2024	MCCONNELL GREGORY A	PURCHASE	25.00	4K	100K	33.15K
Jul 25, 2024	POTES KELLY	PURCHASE	25.00	2K	50K	40.13K
Jul 25, 2024	ESSEX BRUCE JOHN JR	PURCHASE	25.00	12K	300K	248.81K
Jul 25, 2024	GREENLAND ADOM	PURCHASE	25.00	2K	50K	13.87K
Dec 04, 2023	POTES KELLY	SALE	25.75	2.69K	69.27K	3K
Nov 09, 2023	ARMOCK GREG L.	PURCHASE	20.14	138	2.78K	10.59K
Nov 08, 2023	COULTER CURT E	PURCHASE	22.01	585	12.88K	1.34K
Nov 07, 2023	BURKE MICHAEL J JR	PURCHASE	21.97	1K	21.97K	1K
Nov 03, 2023	ARMOCK GREG L.	PURCHASE	20.14	4.83K	97.2K	10.45K
Nov 02, 2023	ESSEX BRUCE JOHN JR	PURCHASE	19.82	4.69K	93.02K	236.28K
Nov 02, 2023	MCCONNELL GREGORY A	PURCHASE	20.10	1.2K	24.12K	28.62K
May 19, 2023	GREENLAND ADOM	PURCHASE	21.15	200	4.23K	3.19K
May 18, 2023	MCGINNIS BRADLEY F.	PURCHASE	21.17	1K	21.17K	13.3K
May 05, 2023	HENDON JACK	PURCHASE	22.59	500	11.3K	14.07K
May 04, 2023	ESSEX BRUCE JOHN JR	PURCHASE	21.54	4.5K	96.93K	226.85K
Dec 01, 2022	ESSEX BRUCE JOHN JR	PURCHASE	22.70	530	12.03K	222.16K
Nov 30, 2022	ESSEX BRUCE JOHN JR	PURCHASE	22.69	6.88K	156.08K	221.63K
Nov 28, 2022	MCCONNELL GREGORY A	PURCHASE	21.73	545	11.84K	26.63K
Nov 15, 2022	BURROUGH ERIC E	PURCHASE	22.53	10K	225.3K	141.05K
Oct 31, 2022	HENDON JACK	PURCHASE	22.82	2K	45.64K	13.22K
May 16, 2022	MCCONNELL GREGORY A	PURCHASE	21.07	5K	105.35K	25.85K
May 10, 2022	MCGINNIS BRADLEY F.	PURCHASE	22.74	1K	22.74K	12.3K
Jan 28, 2022	POTES KELLY	SALE	25.83	541	13.97K	0
Dec 09, 2021	POTES KELLY	PURCHASE	25.60	19	486.4	4.83K
Dec 08, 2021	POTES KELLY	PURCHASE	25.40	141	3.58K	2.83K
Nov 10, 2021	BRAFORD LEE A	SALE	25.49	138	3.53K	0
Sep 14, 2021	BATISTONI PETER	PURCHASE	24.75	200	4.95K	649
May 07, 2021	GREENLAND ADOM	PURCHASE	24.92	1K	24.92K	2.99K
Apr 27, 2021	JOHNSON PAUL L	PURCHASE	24.05	1K	24.05K	53.19K
Apr 27, 2021	POTES KELLY	PURCHASE	24.25	343	8.32K	30.57K
Feb 18, 2021	BUSH DAVID	PURCHASE	25.96	944	24.51K	18.55K
Feb 17, 2021	BUSH DAVID	PURCHASE	26.00	56	1.46K	17.6K
Feb 12, 2021	BUSH DAVID	PURCHASE	25.82	132	3.41K	106.96K
Jun 12, 2020	BOSSERD JAMES A	SALE	30.10	300	9.03K	13.78K
Jun 10, 2020	BOSSERD JAMES A	SALE	31.00	800	24.8K	14.08K
Jun 08, 2020	MCCONNELL GREGORY A	SALE	30.00	6.94K	208.29K	20K
Jun 05, 2020	BOSSERD JAMES A	SALE	29.25	409	11.96K	14.88K
Jun 04, 2020	BOSSERD JAMES A	SALE	29.25	591	17.29K	15.29K
Jun 02, 2020	BOSSERD JAMES A	SALE	29.10	1K	29.1K	15.88K
Mar 11, 2020	BUSH DAVID	PURCHASE	29.99	1K	29.99K	123.63K
Mar 04, 2020	HENION BRADLEY	SALE	32.03	1K	32.03K	1.69K
Feb 11, 2020	CADY BRUCE	PURCHASE	32.50	560	18.2K	2.8K
Feb 10, 2020	BURKE MICHAEL J JR	PURCHASE	32.50	1.2K	39K	2.65K
Aug 02, 2019	ARMOCK GREG L.	PURCHASE	29.50	2.01K	59.3K	2.01K
May 20, 2019	BROPHY KEITH D.	PURCHASE	29.00	700	20.3K	7.56K
May 16, 2019	PAGE ROXANNE M	PURCHASE	28.75	250	7.19K	1.95K
May 15, 2019	BROPHY KEITH D.	PURCHASE	28.50	200	5.7K	5.96K
May 07, 2019	BROPHY KEITH D.	PURCHASE	27.23	1.1K	29.95K	5.76K
Oct 31, 2018	JOHNSON MARY J	SALE	26.07	1K	26.12K	15K
May 01, 2018	PAGE ROXANNE M	PURCHASE	27.00	310	8.37K	1.62K
Feb 14, 2018	POTES KELLY	PURCHASE	24.00	150	3.6K	17.04K
Feb 13, 2018	JOHNSON PAUL L	PURCHASE	24.15	906	21.88K	49.1K
Feb 06, 2018	LANNING RAYMOND A.	PURCHASE	24.50	500	12.25K	37.53K
Feb 05, 2018	GREENLAND ADOM	PURCHASE	25.00	1K	25K	1.86K
Feb 01, 2018	GREENLAND ADOM	PURCHASE	24.25	383	9.29K	855
Jan 30, 2018	NYBLAD NELS W	PURCHASE	25.00	233	5.83K	16.45K
Jan 30, 2018	HENDON JACK	PURCHASE	24.75	1K	24.75K	9.21K
Nov 08, 2017	BROPHY KEITH D.	PURCHASE	22.80	1.6K	36.48K	4.44K
Nov 07, 2017	POTES KELLY	PURCHASE	23.00	84	1.94K	19.21K
Aug 04, 2017	BOSSERD JAMES A	SALE	22.83	1K	22.83K	7.46K
May 22, 2017	PAGE ROXANNE M	PURCHASE	23.25	49	1.14K	1.1K
Feb 07, 2017	LANNING RAYMOND A.	PURCHASE	23.45	5K	117.25K	33.23K
Feb 01, 2017	HENDON JACK	PURCHASE	23.50	100	2.35K	6.92K
Nov 21, 2016	BROPHY KEITH D.	PURCHASE	23.35	600	14.01K	2.7K
Nov 21, 2016	JOHNSON PAUL L	PURCHASE	23.25	1K	23.25K	45.9K
Nov 21, 2016	JOHNSON MARY J	PURCHASE	23.00	200	4.6K	5.18K
Nov 14, 2016	BULL K TIMOTHY	PURCHASE	23.00	200	4.6K	64.58K
Nov 04, 2016	BERRIS FRANK G	PURCHASE	22.25	1.93K	42.99K	3.93K
Nov 01, 2016	LANNING RAYMOND A.	PURCHASE	22.25	5K	111.25K	27.85K
Aug 17, 2016	JOHNSON MARY J	PURCHASE	22.50	135	3.04K	4.94K
Aug 16, 2016	JOHNSON PAUL L	PURCHASE	22.70	2K	45.4K	44.9K
Aug 16, 2016	HENDON JACK	PURCHASE	22.70	500	11.35K	6.82K
Aug 09, 2016	BROPHY KEITH D.	PURCHASE	23.11	300	6.93K	2.1K
Aug 03, 2016	BOSSERD JAMES A	SALE	22.70	274	6.22K	0
May 17, 2016	PAGE ROXANNE M	PURCHASE	22.70	300	6.81K	1.27K
May 04, 2016	BERRIS FRANK G	PURCHASE	22.60	2K	45.2K	2K
May 04, 2016	LANNING RAYMOND A.	PURCHASE	22.60	10K	226K	21.8K
May 04, 2016	JOHNSON MARY J	PURCHASE	22.60	211	4.77K	4.77K
Feb 18, 2016	JOHNSON MARY J	PURCHASE	23.60	175	4.13K	4.53K
Feb 17, 2016	BROPHY KEITH D.	PURCHASE	23.74	200	4.75K	1.8K
Feb 16, 2016	BULL K TIMOTHY	PURCHASE	23.75	200	4.75K	64.38K
Feb 04, 2016	JOHNSON MARY J	PURCHASE	23.70	175	4.15K	0
Feb 04, 2016	HENDON JACK	PURCHASE	23.79	421	10.02K	6.32K
Feb 04, 2016	BERRIS FRANK G	PURCHASE	23.50	11.09K	260.5K	37.22K
Nov 23, 2015	JOHNSON PAUL L	PURCHASE	24.00	500	12K	4.83K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE6.8K4

SALES15K1

NET SHARES-8.2K3

SHARES HELD319.08K5

% NET SHARES-102.57%-40%

Frequently Asked Questions