COPY

Tweedy Browne Insdr+valu ETF

+$54.4M

Net Activity

Institutions Holding

42

Popularity Rank

#6434

Avg Weight

0.12%

Total Value

$76.6M

Ownership Trend

42 institutions currently hold COPY, with 33 net buyers and 7 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

7

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

PA
Pinnacle Associates LTD
$16.7M
JS
Jane Street Group, LLC
$9.6M
PW
Pinnacle Wealth Management Advisory Group, LLC
$7.8M
SI
Susquehanna International Group, LLP
$7.4M
LF
LPL Financial LLC
$5.0M

Top 5 by Conviction

DW
DKM Wealth Management, Inc.
2.18%
NL
Nkcfo LLC
1.32%
PW
Pinnacle Wealth Management Advisory Group, LLC
0.53%
FA
Fund Advisors of America Inc/FL
0.27%
NF
Nations Financial Group INC, /ia/ /adv
0.23%
View all 42 holding institutions

Quarterly Activity

Recent Activity

+$75.3M

Total Buy Value

$4.4M

Total Sell Value

New buy16
Trim2
Add17
Sold out5

33

Net Buyers

7

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding TWEEDY BROWNE INSDR+VALU ETF (COPY)?
Major stakeholders currently include Pinnacle Associates LTD ($16.7M), Jane Street Group, LLC ($9.6M), Pinnacle Wealth Management Advisory Group, LLC ($7.8M). Based on the latest 13F filings, there are a total of 42 tracked investment funds and institutions maintaining positions in COPY.
What is the overall institutional sentiment toward COPY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $54.4M, driven by 33 managers accumulating shares while 7 reduced their exposure.
Which institutions have been selling or reducing their COPY positions?
In the latest period, 2 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $4.4M.
Are there any notable investors adding COPY to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 17 existing holders added to their shares. The total reported buy value for the quarter amounted to $75.3M.

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