We are live on ! Find out more
COPY

Tweedy Browne Insider + Value ETF
COPY

27 hedge funds and large institutions have $22.5M invested in Tweedy Browne Insider + Value ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more capital invested

Capital invested by funds: $4.09M → $22.5M (+$18.4M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

145% more funds holding

Funds holding: 11 → 27 (+16)

8.32% more ownership

Funds ownership: 5.73% → 14.05% (+8.3%)

Holders
27
Holders Change
+16
Holders Change %
+145.45%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
6
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.71M
2
NA
NewEdge Advisors
Louisiana
+$2.94M
3
NFG
Nations Financial Group
Iowa
+$2.81M
4
LPL Financial
LPL Financial
California
+$1.43M
5
DWM
DKM Wealth Management
California
+$1.24M

Top Sellers

1
GS
GTS Securities
New York
-$85K
2
PMG
Private Management Group
California
-$6.13K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$5.38M +$3.71M +307,353 +236%
NA
2
NewEdge Advisors
Louisiana
$3M +$2.94M +243,321 New
NFG
3
Nations Financial Group
Iowa
$2.87M +$2.81M +233,091 New
DWM
4
DKM Wealth Management
California
$2.01M +$1.24M +102,388 +169%
LPL Financial
5
LPL Financial
California
$1.46M +$1.43M +118,800 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.4M +$1.2M +99,725 +701%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.18M +$1.16M +95,936 New
SA
8
Sanctuary Advisors
Indiana
$870K +$853K +70,674 New
MA
9
Mutual Advisors
Nebraska
$805K +$606K +50,230 +345%
SPIA
10
Steward Partners Investment Advisory
New York
$611K +$458K +37,960 +325%
OC
11
Oppenheimer & Co
New York
$462K +$453K +37,525 New
CAC
12
Certified Advisory Corp
Florida
$323K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$294K +$4.9K +406 +2%
PI
14
PFG Investments
New York
$265K +$259K +21,500 New
PMG
15
Private Management Group
California
$258K -$6.13K -508 -2%
WA
16
Wealth Alliance
New York
$246K – – –
HNB
17
Huntington National Bank
Ohio
$209K – – –
Bank of America
18
Bank of America
North Carolina
$207K +$203K +16,780 New
GS
19
GTS Securities
New York
$181K -$85K -7,041 -32%
ISL
20
Ingalls & Snyder LLC
New York
$152K +$149K +12,328 New
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$104K +$102K +8,438 New
SIS
22
Sound Income Strategies
Florida
$64.1K +$63K +5,222 New
BFS
23
Bare Financial Services
Pennsylvania
$53.4K – – –
UBS Group
24
UBS Group
Switzerland
$33.4K +$32.7K +2,710 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$31K +$30.8K +2,550 New
1
2

COPY Hedge Fund Activity: Q3 2025 in Review

27 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Tweedy Browne Insider + Value ETF (COPY) for Q3 2025, worth a combined $22.5M — up 451% from $4.09M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new COPY positions and 0 closed out — a net gain of 16 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, adding an estimated $3.71M. The largest seller was GTS Securities, cutting an estimated $85K.

  • 27 institutional investors held Tweedy Browne Insider + Value ETF (COPY) as of Q3 2025, up from 11 in Q2 2025.
  • Funds reported $22.5M of Tweedy Browne Insider + Value ETF stock for Q3 2025, up 451% quarter-over-quarter.
  • 16 funds opened new Tweedy Browne Insider + Value ETF positions in Q3 2025 and 0 closed out, a net change of +16 holders.
  • The largest Tweedy Browne Insider + Value ETF buyer in Q3 2025 was Jane Street, an estimated $3.71M added.
  • The largest Tweedy Browne Insider + Value ETF seller in Q3 2025 was GTS Securities, an estimated $85K sold.

Based on aggregated 13F filings for Q3 2025.