Funds holding ChoiceOne Financial Services Inc
ISIN US1703861062 · United States
- Fund holders
- 154
- Of which ETFs
- 27 127 other funds
- Value held
- ≈ 78.9M $ 78.8M $ · 37K €
- Share of capital
- 18.4 % of 15M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,161 | 32.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,140 | 32.1K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,115 | 31.9K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,113 | 33.4K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,087 | 30.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,049 | 31.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 998 | 28.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 986 | 29.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 984 | 27.7K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 976 | 27.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 896 | 25.6K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 887 | 26.6K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 886 | 25.4K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 880 | 25.2K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 876 | 26.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 837 | 23.5K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 828 | 24.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 778 | 22.3K $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 747 | 21K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 734 | 20.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 696 | 19.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 629 | 17.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 621 | 17.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 543 | 16.3K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 510 | 14.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 500 | 15K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 500 | 14.1K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 484 | 14.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 447 | 13.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 439 | 12.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 340 | 9.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 327 | 9.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 309 | 8.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 8.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 298 | 8.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 276 | 7.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 162 | 4.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 153 | 4.6K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 141 | 4.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 2.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 84 | 2.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 76 | 2.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 73 | 2.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 48 | 1.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 36 | 1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 34 | 956.1 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 26 | 780.8 $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 24 | 686.9 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 20 | 562.4 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 17 | 486.5 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 15 | 429.3 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 5 | 143.1 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 112.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 37K € | 2.18 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 2.18 % | as of Dec 31, 2025 ↗ |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 0.83 % | as of Feb 28, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.55 % | as of Mar 31, 2026 ↗ |
| Regional Bank Fund John Hancock Investment Trust II | 0.36 % | as of Apr 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.20 % | as of Mar 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.19 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 0.10 % | as of Apr 30, 2026 ↗ |
| Small Cap Value Fund Northern Funds | 0.09 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 0.08 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.08 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 153 | +11 | 2,749,690 | +11.5 % |
| 2026Q1 | 142 | +10 | 2,466,899 | +1.0 % |
| 2025Q4 | 132 | -1 | 2,442,645 | +13.6 % |
| 2025Q3 | 133 | +7 | 2,150,009 | +47.3 % |
| 2025Q2 | 126 | +16 | 1,460,029 | +6.0 % |
| 2025Q1 | 110 | +17 | 1,377,383 | +12.2 % |
| 2024Q4 | 93 | +8 | 1,227,956 | +22.5 % |
| 2024Q3 | 85 | +3 | 1,002,800 | +12.8 % |
| 2024Q2 | 82 | +5 | 889,258 | +0.9 % |
| 2024Q1 | 77 | +1 | 881,310 | +6.4 % |
| 2023Q4 | 76 | 828,618 |
Institutional managers
114 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 963,229 | 27.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 691,783 | 19.5M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 358,495 | 10.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 350,635 | 9.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 321,173 | 9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 240,425 | 6.8M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 226,080 | 6.4M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 221,299 | 6.2M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 221,280 | 6.2M $ | as of Mar 31, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | 196,227 | 5.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 158,413 | 4.5M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 148,548 | 4.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 146,679 | 4.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 123,801 | 3.5M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 94,025 | 2.6M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 85,099 | 2.4M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 71,498 | 2M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 69,020 | 1.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 62,406 | 1.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 55,506 | 1.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 52,983 | 1.5M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 49,296 | 1.4M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 48,075 | 1.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 47,611 | 1.3M $ | as of Mar 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | 45,787 | 1.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding ChoiceOne Financial Services Inc". https://titelia.com/en/stocks/choiceone-financial-services-inc-US1703861062