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COPY

Tweedy Browne Insider + Value ETF
COPY

41 hedge funds and large institutions have $76.6M invested in Tweedy Browne Insider + Value ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 2

245% more capital invested

Capital invested by funds: $22.2M → $76.6M (+$54.4M)

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

41% more funds holding

Funds holding: 29 → 41 (+12)

15.23% more ownership

Funds ownership: 11.6% → 26.83% (+15%)

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PA
Pinnacle Associates
New York
+$16.7M
2
Jane Street
Jane Street
New York
+$9.62M
3
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
+$7.78M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.83M
5
NL
NKCFO LLC
Illinois
+$4.46M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$3.51M
2
WA
Wealth Alliance
New York
-$258K
3
Citadel Advisors
Citadel Advisors
Florida
-$168K
4
BFS
Bare Financial Services
Pennsylvania
-$56K
5
SIS
Sound Income Strategies
Florida
-$20.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
26
TCFG Investment Advisors
California
$248K +$249K +18,100 New
TWM
27
TCFG Wealth Management
California
$248K +$249K +18,100 New
Bank of America
28
Bank of America
North Carolina
$230K – – –
TFS
29
Thoroughbred Financial Services
Tennessee
$184K +$184K +13,416 New
SFA
30
Sequoia Financial Advisors
Ohio
$177K +$177K +12,912 New
JIC
31
Joel Isaacson & Co
New York
$139K +$139K +10,110 New
NEWAS
32
N.E.W. Advisory Services
Wisconsin
$117K – – –
SIS
33
Sound Income Strategies
Florida
$99.2K -$20.6K -1,500 -17%
RWM
34
Rialto Wealth Management
New York
$73K +$16.7K +1,217 +30%
Osaic Holdings
35
Osaic Holdings
Arizona
$31.6K +$31.6K +2,300 New
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K +$1.65K +120 +6%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$27.4K +$27.5K +2,000 New
AAP
38
Arax Advisory Partners
Colorado
$20.8K +$20.8K +1,514 New
FGAM
39
Financial Gravity Asset Management
Texas
$13.7K – – –
UBS Group
40
UBS Group
Switzerland
$1.37K +$1.37K +100 New
BWL
41
Bogart Wealth LLC
Virginia
$346 – – –
HNB
42
Huntington National Bank
Ohio
$27 – – –
NA
43
NewEdge Advisors
Louisiana
– -$3.51M -271,807 Closed
WA
44
Wealth Alliance
New York
– -$258K -20,000 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$168K -12,986 Closed
BFS
46
Bare Financial Services
Pennsylvania
– -$56K -4,341 Closed
SHIM
47
Stone House Investment Management
Pennsylvania
– -$5.5K -426 Closed
1
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COPY Hedge Fund Activity: Q1 2026 in Review

41 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Tweedy Browne Insider + Value ETF (COPY) for Q1 2026, worth a combined $76.6M — up 245% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new COPY positions and 5 closed out — a net gain of 12 holders — while 17 added to existing stakes and 2 trimmed.

The largest buyer was Pinnacle Associates, opening a new position worth an estimated $16.7M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $3.51M sold.

  • 41 institutional investors held Tweedy Browne Insider + Value ETF (COPY) as of Q1 2026, up from 29 in Q4 2025.
  • Funds reported $76.6M of Tweedy Browne Insider + Value ETF stock for Q1 2026, up 245% quarter-over-quarter.
  • 17 funds opened new Tweedy Browne Insider + Value ETF positions in Q1 2026 and 5 closed out, a net change of +12 holders.
  • The largest Tweedy Browne Insider + Value ETF buyer in Q1 2026 was Pinnacle Associates, an estimated $16.7M added.
  • The largest Tweedy Browne Insider + Value ETF seller in Q1 2026 was NewEdge Advisors, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.