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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

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

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
PA
1
Pinnacle Associates
New York
$16.7M +$16.7M +1,216,517 New
Jane Street
2
Jane Street
New York
$9.6M +$9.62M +700,000 New
PWMAG
3
Pinnacle Wealth Management Advisory Group
New Jersey
$7.77M +$7.78M +566,079 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.35M +$6.83M +496,653 +1,267%
LPL Financial
5
LPL Financial
California
$5.05M +$2.07M +150,508 +69%
NL
6
NKCFO LLC
Illinois
$4.45M +$4.46M +324,300 New
NFG
7
Nations Financial Group
Iowa
$4.4M +$717K +52,188 +19%
DWM
8
DKM Wealth Management
California
$3.02M +$294K +21,388 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.65M +$2.29M +166,308 +628%
DADC
10
D.A. Davidson & Co
Montana
$2.64M +$134K +9,729 +5%
EWA
11
EverSource Wealth Advisors
Alabama
$2.08M +$1.83M +133,137 +734%
SA
12
Sanctuary Advisors
Indiana
$1.98M +$591K +42,970 +42%
SPIA
13
Steward Partners Investment Advisory
New York
$1.28M +$157K +11,422 +14%
MA
14
Mutual Advisors
Nebraska
$978K +$88.5K +6,440 +10%
OC
15
Oppenheimer & Co
New York
$829K +$298K +21,682 +56%
GS
16
GTS Securities
New York
$733K +$734K +53,395 New
ISL
17
Ingalls & Snyder LLC
New York
$548K +$177K +12,854 +47%
AWA
18
Arete Wealth Advisors
Illinois
$507K +$232K +16,880 +84%
GT
19
Glenmede Trust
Pennsylvania
$464K +$465K +33,800 New
PI
20
PFG Investments
New York
$373K +$75.6K +5,499 +25%
CAC
21
Certified Advisory Corp
Florida
$360K – – –
ACM
22
Advisors Capital Management
New Jersey
$349K +$349K +25,428 New
KAS
23
Kestra Advisory Services
Texas
$321K +$322K +23,417 New
PMG
24
Private Management Group
California
$281K -$2.38K -173 -0.8%
FAOAI
25
Fund Advisors of America Inc
Florida
$267K +$26.9K +1,958 +11%
1
2

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.