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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Royal Bank Of CanadaBuy+767,875+398.3%960,682$14.15MQ2 2026Aug 14, 2026
Gts Securities LlcSell-6,642-12.4%46,753$688.67KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,680+73.0%3,980$58.63KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-355-0.5%70,926$1.04MQ2 2026Aug 14, 2026
Arete Wealth Advisors, LlcBuy+55,705+150.9%92,620$1.36MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+42,495+29.4%187,111$2.76MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+21,266+22.8%114,645$1.69MQ2 2026Aug 13, 2026
Nkcfo LlcBuy+6,450+2.0%330,750$4.87MQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,020—1,020$15.03KQ2 2026Aug 13, 2026
Ubs Group AgBuy+448+448.0%548$8.07KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+152,276—152,276$2.24MQ2 2026Aug 12, 2026
Rialto Wealth Management, LlcBuy+705+13.3%6,025$88.75KQ2 2026Aug 11, 2026
Fund Advisors Of America Inc/FlBuy+68+0.3%19,551$287.98KQ2 2026Aug 11, 2026
Great Valley Advisor Group, Inc.Buy+100,814—100,814$1.48MQ2 2026Aug 10, 2026
Glenmede Trust Co NaBuy+16,300—16,300$240.10KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+48,999+13.3%417,066$6.14MQ2 2026Aug 07, 2026
Pinnacle Wealth Management Advisory Group, LlcBuy+84,030+14.8%650,109$9.58MQ2 2026Aug 05, 2026
Capital Analysts, LlcBuy+2,185—2,185$32.00KQ2 2026Aug 05, 2026
Fifth Third BancorpBuy+654—654$9.63KQ2 2026Aug 05, 2026
Joel Isaacson & Co., LlcBuy+551+5.5%10,661$157.04KQ2 2026Aug 04, 2026
Pinnacle Associates LtdBuy+151,870+12.5%1,368,387$20.16MQ2 2026Aug 03, 2026
Oppenheimer & Co IncBuy+6,852+11.3%67,259$990.73KQ2 2026Aug 03, 2026
Private Management Group IncSell-408-2.0%20,099$296.06KQ2 2026Jul 31, 2026
Dkm Wealth Management, Inc.Sell-2,310-1.0%217,962$3.21MQ2 2026Jul 30, 2026
Kestra Advisory Services, LlcSell-234-1.0%23,183$341.49KQ2 2026Jul 28, 2026
D.A. Davidson & Co.Sell-89,371-46.5%102,729$1.51MQ2 2026Jul 24, 2026
Nations Financial Group IncBuy+10,929+3.4%331,322$4.88MQ2 2026Jul 23, 2026
Pfg Investments, LlcSell-100-0.4%27,099$399.17KQ2 2026Jul 23, 2026
Sage Capital Management, LlcBuy+14,800—14,800$218.00KQ2 2026Jul 20, 2026
Corecap Advisors, LlcBuy+206—206$3.03KQ2 2026Jul 06, 2026
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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.