COPY Institutional Ownership & Shareholders
TWEEDY BROWNE INSDR+VALU ETF (COPY) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $84.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pinnacle Associates Ltd is currently the largest disclosed institutional shareholder of COPY tracked by InsiderSet, reporting ownership valued at approximately $22.95M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.49M, representing an estimated gain of +2.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed COPY value among the investors covered in this analysis. Major shareholders include Pinnacle Associates Ltd, Royal Bank Of Canada, Pinnacle Wealth Management Advisory Group, Llc, and several other long-term asset managers with concentrated positions in TWEEDY BROWNE INSDR+VALU ETF (COPY).
This page ranks the largest institutional COPY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$84.89M
Largest Holder
Pinnacle Associates Ltd
Largest Position
$22.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 0.26% | 1,497,833 | $22,946,802 | $23,486,021 | +$539,219 | +2.35% | |
| Royal Bank Of Canada | 0.00% | 960,682 | $14,151,000 | $15,063,494 | +$912,494 | +6.45% | |
| Pinnacle Wealth Management Advisory Group, Llc | 0.57% | 650,109 | $9,576,106 | $10,193,709 | +$617,603 | +6.45% | |
| Lpl Financial Llc | 0.00% | 417,066 | $6,143,381 | $6,539,595 | +$396,214 | +6.45% | |
| Nations Financial Group Inc | 0.23% | 331,322 | $4,880,373 | $5,195,129 | +$314,756 | +6.45% | |
| Nkcfo Llc | 1.48% | 330,750 | $4,872,000 | $5,186,160 | +$314,160 | +6.45% | |
| Dkm Wealth Management, Inc. | 2.10% | 216,117 | $3,310,913 | $3,388,715 | +$77,802 | +2.35% | |
| Sanctuary Advisors, Llc | 0.01% | 187,111 | $2,756,150 | $2,933,900 | +$177,750 | +6.45% | |
| Newedge Advisors, Llc | 0.01% | 152,276 | $2,243,025 | $2,387,688 | +$144,663 | +6.45% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 114,645 | $1,688,721 | $1,797,634 | +$108,913 | +6.45% | |
| D.A. Davidson & Co. | 0.01% | 102,729 | $1,513,198 | $1,610,791 | +$97,593 | +6.45% | |
| Great Valley Advisor Group, Inc. | 0.02% | 100,814 | $1,484,992 | $1,580,764 | +$95,772 | +6.45% | |
| Arete Wealth Advisors, Llc | 0.09% | 92,620 | $1,364,292 | $1,452,282 | +$87,990 | +6.45% | |
| Mutual Advisors, Llc | 0.02% | 70,926 | $1,044,738 | $1,112,120 | +$67,382 | +6.45% | |
| Oppenheimer & Co Inc | 0.01% | 67,259 | $990,725 | $1,054,621 | +$63,896 | +6.45% | |
| Gts Securities Llc | 0.01% | 46,753 | $688,672 | $733,087 | +$44,415 | +6.45% | |
| Ingalls & Snyder Llc | 0.02% | 39,947 | $588,000 | $626,369 | +$38,369 | +6.53% | |
| Lakeside Advisors, Inc. | 0.29% | 32,000 | $490,240 | $501,760 | +$11,520 | +2.35% | |
| Pfg Investments, Llc | 0.02% | 27,099 | $399,174 | $424,912 | +$25,738 | +6.45% | |
| Certified Advisory Corp | 0.03% | 26,259 | $386,797 | $411,741 | +$24,944 | +6.45% | |
| Advisors Capital Management, Llc | 0.00% | 25,428 | $374,554 | $398,711 | +$24,157 | +6.45% | |
| Tcfg Investment Advisors, Llc | 0.12% | 23,875 | $365,765 | $374,360 | +$8,595 | +2.35% | |
| Kestra Advisory Services, Llc | 0.00% | 23,183 | $341,492 | $363,509 | +$22,017 | +6.45% | |
| Private Management Group Inc | 0.01% | 20,099 | $296,058 | $315,152 | +$19,094 | +6.45% | |
| Fund Advisors Of America Inc/Fl | 0.26% | 19,551 | $287,984 | $306,560 | +$18,576 | +6.45% | |
| Sage Capital Management, Llc | 0.10% | 17,300 | $265,036 | $271,264 | +$6,228 | +2.35% | |
| Tcfg Wealth Management, Llc | 0.09% | 18,100 | $248,332 | $283,808 | +$35,476 | +14.29% | |
| Glenmede Trust Co Na | 0.00% | 16,300 | $240,099 | $255,584 | +$15,485 | +6.45% | |
| Thoroughbred Financial Services, Llc | 0.01% | 13,416 | $197,000 | $210,363 | +$13,363 | +6.78% | |
| Sequoia Financial Advisors | 0.00% | 12,912 | $190,193 | $202,460 | +$12,267 | +6.45% | |
| Joel Isaacson & Co., Llc | 0.00% | 10,661 | $157,037 | $167,164 | +$10,127 | +6.45% | |
| N.E.W. Advisory Services Llc | 0.01% | 8,518 | $125,474 | $133,562 | +$8,088 | +6.45% | |
| Rialto Wealth Management, Llc | 0.02% | 6,025 | $88,749 | $94,472 | +$5,723 | +6.45% | |
| Osaic Holdings, Inc. | 0.00% | 3,980 | $58,625 | $62,406 | +$3,781 | +6.45% | |
| Capital Analysts, Llc | 0.00% | 2,185 | $32,000 | $34,261 | +$2,261 | +7.07% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 2,050 | $30,197 | $32,144 | +$1,947 | +6.45% | |
| Arax Advisory Partners | 0.00% | 1,514 | $22,302 | $23,740 | +$1,438 | +6.45% | |
| Morgan Stanley | 0.00% | 1,020 | $15,025 | $15,994 | +$969 | +6.45% | |
| Financial Gravity Asset Management, Inc. | 0.00% | 1,000 | $13,720 | $15,680 | +$1,960 | +14.29% | |
| Fifth Third Bancorp | 0.00% | 654 | $9,633 | $10,255 | +$622 | +6.45% | |
| Ubs Group Ag | 0.00% | 548 | $8,073 | $8,593 | +$520 | +6.44% | |
| Corecap Advisors, Llc | 0.00% | 206 | $3,156 | $3,230 | +$74 | +2.35% | |
| Bogart Wealth, Llc | 0.00% | 25 | $372 | $392 | +$20 | +5.38% | |
| Huntington National Bank | 0.00% | 2 | $29 | $31 | +$2 | +8.14% |
Frequently asked questions about COPY
Who are the largest institutional holders of COPY?
The largest institutional holders of COPY reported in the latest SEC Form 13F filings include Pinnacle Associates Ltd, Royal Bank Of Canada, Pinnacle Wealth Management Advisory Group, Llc, Lpl Financial Llc, and Nations Financial Group Inc. InsiderSet ranks institutional holders by their latest reported COPY position.
What is COPY institutional ownership?
This page tracks COPY positions reported by institutional investment managers through SEC Form 13F. TWEEDY BROWNE INSDR+VALU ETF (COPY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own COPY?
InsiderSet currently tracks 44 institutional managers reporting COPY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of COPY shareholders.
How much COPY stock do institutions own?
Institutional investment managers disclosed approximately $84.89M in COPY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was COPY institutional ownership last updated?
The latest COPY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional COPY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its COPY position after the reporting date.
Are institutions buying or selling COPY?
Institutional buying and selling can be analyzed by comparing COPY positions across consecutive 13F reporting periods. InsiderSet's COPY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View COPY ownership changes.
How has COPY institutional ownership changed over time?
InsiderSet tracks COPY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.