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COPY

Tweedy Browne Insider + Value ETF

29 hedge funds and large institutions have $22.2M invested in Tweedy Browne Insider + Value ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

7% more funds holding

Funds holding: 2729 (+2)

1% less capital invested

Capital invested by funds: $22.5M → $22.2M (-$308K)

2.45% less ownership

Funds ownership: 14.05%11.6% (-2.5%)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$3.51M +$356K +28,486 +12%
NFG
2
Nations Financial Group
Iowa
$3.46M +$438K +35,114 +15%
LPL Financial
3
LPL Financial
California
$2.81M +$1.23M +98,759 +83%
DWM
4
DKM Wealth Management
California
$2.57M +$450K +36,012 +22%
DADC
5
D.A. Davidson & Co
Montana
$2.35M +$2.28M +182,371 New
SA
6
Sanctuary Advisors
Indiana
$1.31M +$387K +30,972 +44%
SPIA
7
Steward Partners Investment Advisory
New York
$1.06M +$403K +32,322 +65%
MA
8
Mutual Advisors
Nebraska
$836K +$512 +41 +0.1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$506K -$708K -56,736 -59%
OC
10
Oppenheimer & Co
New York
$500K +$15K +1,200 +3%
ISL
11
Ingalls & Snyder LLC
New York
$349K +$184K +14,765 +120%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$342K +$32.7K +2,618 +11%
CAC
13
Certified Advisory Corp
Florida
$339K
PI
14
PFG Investments
New York
$280K +$2.5K +200 +0.9%
PMG
15
Private Management Group
California
$267K -$3.4K -272 -1%
WA
16
Wealth Alliance
New York
$258K
AWA
17
Arete Wealth Advisors
Illinois
$258K +$250K +20,035 New
EWA
18
EverSource Wealth Advisors
Alabama
$234K +$226K +18,145 New
FAOAI
19
Fund Advisors of America Inc
Florida
$226K +$219K +17,525 New
Bank of America
20
Bank of America
North Carolina
$216K
Citadel Advisors
21
Citadel Advisors
Florida
$168K -$1.26M -100,957 -89%
SIS
22
Sound Income Strategies
Florida
$117K +$43.7K +3,500 +67%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$110K +$999 +80 +0.9%
BFS
24
Bare Financial Services
Pennsylvania
$56K
RWM
25
Rialto Wealth Management
New York
$52.9K +$25.1K +2,013 +96%

COPY Hedge Fund Activity: Q4 2025 in Review

29 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Tweedy Browne Insider + Value ETF (COPY) for Q4 2025, worth a combined $22.2M — down 1.4% from $22.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new COPY positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $2.28M. The largest seller was Jane Street, exiting entirely with an estimated $5.38M sold.

  • 29 institutional investors held Tweedy Browne Insider + Value ETF (COPY) as of Q4 2025, up from 27 in Q3 2025.
  • Funds reported $22.2M of Tweedy Browne Insider + Value ETF stock for Q4 2025, down 1.4% quarter-over-quarter.
  • 6 funds opened new Tweedy Browne Insider + Value ETF positions in Q4 2025 and 4 closed out, a net change of +2 holders.
  • The largest Tweedy Browne Insider + Value ETF buyer in Q4 2025 was D.A. Davidson & Co, an estimated $2.28M added.
  • The largest Tweedy Browne Insider + Value ETF seller in Q4 2025 was Jane Street, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2025.