Who owns COPY?
Tweedy, Browne Insider + Value ETF · Tweedy,
43 institutions reported holding COPY, worth $84.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of COPY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Pinnacle Associates Ltd. | New York, NY | $20.2M | 1,368,387 | +151,870 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $14.2M | 960,682 | +767,875 shares |
| Pinnacle Wealth Management Advisory Group, LLC | Red Bank, NJ | $9.6M | 650,109 | +84,030 shares |
| LPL Financial LLC | Fort Mill, SC | $6.1M | 417,066 | +48,999 shares |
| Nations Financial Group Inc., /IA/ | Cedar Rapids, IA | $4.9M | 331,322 | +10,929 shares |
| Nkcfo LLC | Geneva, IL | $4.9M | 330,750 | +6,450 shares |
| DKM Wealth Management, Inc. | Stockton, CA | $3.2M | 217,962 | −2,310 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $2.8M | 187,111 | +42,495 shares |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $2.7M | 181,351 | +30,069 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $2.2M | 152,276 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns COPY?
43 institutional managers reported holding COPY in Form 13F filings for June 30, 2026, worth $84.0M in total. The largest reported position was held by Pinnacle Associates Ltd., at $20.2M.
Did institutions buy or sell COPY last quarter?
Reported 13F value rose 10.0% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is COPY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.