TWEEDY BROWNE INSDR+VALU ETF (COPY) Institutional Ownership Changes & 13F Activity
TWEEDY BROWNE INSDR+VALU ETF (COPY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Newedge Advisors, Llc, Pinnacle Associates Ltd, Great Valley Advisor Group, Inc., and D.A. Davidson & Co..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | Buy | +767,875 | +398.3% | 960,682 | $14.15M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -6,642 | -12.4% | 46,753 | $688.67K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,680 | +73.0% | 3,980 | $58.63K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -355 | -0.5% | 70,926 | $1.04M | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, Llc | Buy | +55,705 | +150.9% | 92,620 | $1.36M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +42,495 | +29.4% | 187,111 | $2.76M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +21,266 | +22.8% | 114,645 | $1.69M | Q2 2026 | Aug 13, 2026 |
| Nkcfo Llc | Buy | +6,450 | +2.0% | 330,750 | $4.87M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,020 | — | 1,020 | $15.03K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +448 | +448.0% | 548 | $8.07K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +152,276 | — | 152,276 | $2.24M | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, Llc | Buy | +705 | +13.3% | 6,025 | $88.75K | Q2 2026 | Aug 11, 2026 |
| Fund Advisors Of America Inc/Fl | Buy | +68 | +0.3% | 19,551 | $287.98K | Q2 2026 | Aug 11, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +100,814 | — | 100,814 | $1.48M | Q2 2026 | Aug 10, 2026 |
| Glenmede Trust Co Na | Buy | +16,300 | — | 16,300 | $240.10K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +48,999 | +13.3% | 417,066 | $6.14M | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Management Advisory Group, Llc | Buy | +84,030 | +14.8% | 650,109 | $9.58M | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +2,185 | — | 2,185 | $32.00K | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Buy | +654 | — | 654 | $9.63K | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., Llc | Buy | +551 | +5.5% | 10,661 | $157.04K | Q2 2026 | Aug 04, 2026 |
| Pinnacle Associates Ltd | Buy | +151,870 | +12.5% | 1,368,387 | $20.16M | Q2 2026 | Aug 03, 2026 |
| Oppenheimer & Co Inc | Buy | +6,852 | +11.3% | 67,259 | $990.73K | Q2 2026 | Aug 03, 2026 |
| Private Management Group Inc | Sell | -408 | -2.0% | 20,099 | $296.06K | Q2 2026 | Jul 31, 2026 |
| Dkm Wealth Management, Inc. | Sell | -2,310 | -1.0% | 217,962 | $3.21M | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, Llc | Sell | -234 | -1.0% | 23,183 | $341.49K | Q2 2026 | Jul 28, 2026 |
| D.A. Davidson & Co. | Sell | -89,371 | -46.5% | 102,729 | $1.51M | Q2 2026 | Jul 24, 2026 |
| Nations Financial Group Inc | Buy | +10,929 | +3.4% | 331,322 | $4.88M | Q2 2026 | Jul 23, 2026 |
| Pfg Investments, Llc | Sell | -100 | -0.4% | 27,099 | $399.17K | Q2 2026 | Jul 23, 2026 |
| Sage Capital Management, Llc | Buy | +14,800 | — | 14,800 | $218.00K | Q2 2026 | Jul 20, 2026 |
| Corecap Advisors, Llc | Buy | +206 | — | 206 | $3.03K | Q2 2026 | Jul 06, 2026 |
Frequently asked questions about COPY activity
Which institutional owners are buying COPY?
Institutional owners buying COPY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in COPY activity?
"Buy" means an investor increased their reported position in COPY compared to the prior reporting period. This reflects growing exposure to TWEEDY BROWNE INSDR+VALU ETF (COPY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in COPY increasing?
Institutional interest in COPY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.