Who owns Tweedy, Browne Insider + Value ETF?
Institutional ownership of COPY from SEC Form 13F filings across 37 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
37
13F holders
$78.5M
value, 2026 filers
60.3%
of shares outstanding (5.4M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of COPY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PINNACLE ASSOCIATES LTD | 1.4M | $20.2M | 0.2% | 15.3% | +12.5% |
| 2 | ROYAL BANK OF CANADA | 960,682 | $14.2M | 0.0% | 10.8% | +398.3% |
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 650,109 | $9.6M | 0.6% | 7.3% | +14.8% |
| 4 | LPL Financial LLC | 417,066 | $6.1M | 0.0% | 4.7% | +13.3% |
| 5 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 331,322 | $4.9M | 0.2% | 3.7% | +3.4% |
| 6 | DKM Wealth Management, Inc. | 217,962 | $3.2M | 2.1% | 2.4% | -1.0% |
| 7 | Sanctuary Advisors, LLC | 187,111 | $2.8M | 0.0% | 2.1% | +29.4% |
| 8 | Arete Wealth Advisors, LLC | 185,240 | $2.7M | 0.1% | 2.1% | +150.9% |
| 9 | EverSource Wealth Advisors, LLC | 181,351 | $2.7M | 0.1% | 2% | +19.9% |
| 10 | NewEdge Advisors, LLCNEW | 152,276 | $2.2M | 0.0% | 1.7% | new |
| 11 | Steward Partners Investment Advisory, LLC | 114,645 | $1.7M | 0.0% | 1.3% | +22.8% |
| 12 | D.A. DAVIDSON & CO. | 102,729 | $1.5M | 0.0% | 1.1% | -46.5% |
| 13 | GREAT VALLEY ADVISOR GROUP, INC.NEW | 100,814 | $1.5M | 0.0% | 1.1% | new |
| 14 | Mutual Advisors, LLC | 70,926 | $1.0M | 0.0% | 0.8% | -0.5% |
| 15 | OPPENHEIMER & CO INC | 67,259 | $990,725 | 0.0% | 0.8% | +11.3% |
| 16 | GTS SECURITIES LLC | 46,753 | $688,672 | 0.0% | 0.5% | -12.4% |
| 17 | INGALLS & SNYDER LLC | 39,947 | $588 | 0.0% | 0.4% | 0.0% |
| 18 | PFG Investments, LLC | 27,099 | $399,174 | 0.0% | 0.3% | -0.4% |
| 19 | Certified Advisory Corp | 26,259 | $386,797 | 0.0% | 0.3% | 0.0% |
| 20 | Kestra Advisory Services, LLC | 23,183 | $341,492 | 0.0% | 0.3% | -1.0% |
| 21 | Fund Advisors of America Inc/FL | 19,551 | $287,984 | 0.3% | 0.2% | +0.3% |
| 22 | TCFG Investment Advisors, LLC | 18,100 | $266,613 | 0.1% | 0.2% | 0.0% |
| 23 | GLENMEDE TRUST CO NA | 16,300 | $240,099 | 0.0% | 0.2% | -51.8% |
| 24 | THOROUGHBRED FINANCIAL SERVICES, LLC | 13,416 | $197 | 0.0% | 0.2% | 0.0% |
| 25 | Sequoia Financial Advisors, LLC | 12,912 | $190,193 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.