COPY institutional holders

Tweedy, Browne Insider + Value ETF · 46 reporting institutions · $78.5M reported value

Funds that can replace COPY · COPY return decomposition

Institutional holdings

Institutions reporting COPY, largest first
InstitutionReported positionAdvisors at firmReport period
Pinnacle Associates, Ltd.$20.2M332026-06-30
Royal Bank of Canada$14.2M02026-06-30
Pinnacle Wealth Management Advisory Group, LLC$9.6M102026-06-30
Lpl Financial LLC$6.1M23,4582026-06-30
Nations Financial Group Inc, /ia/ /adv$4.9M02026-06-30
Dkm Wealth Management, Inc.$3.2M32026-06-30
Sanctuary Advisors, LLC$2.8M4012026-06-30
Eversource Wealth Advisors, LLC$2.7M772026-06-30
Newedge Advisors$2.2M6012026-06-30
Steward Partners Investment Advisory, LLC$1.7M4812026-06-30
D.A. Davidson & Co.$1.5M6892026-06-30
Great Valley Advisor Group, LLC$1.5M2052026-06-30
Arete Wealth Advisors, LLC$1.4M1462026-06-30
Mutual Advisors, LLC$1M1532026-06-30
Oppenheimer & Co. Inc.$990.7K1,1662026-06-30
Gts Securities LLC$688.7K02026-06-30
Pfg Investments, LLC$399.2K02026-06-30
Certified Advisory Corp$386.8K172026-06-30
Advisors Capital Management, LLC$374.6K592026-06-30
Kestra Advisory Services, LLC$341.5K1,4792026-06-30
Private Management Group Inc$296.1K292026-06-30
Fund Advisors of America Inc/fl$288K22026-06-30
Tcfg Investment Advisors, LLC$266.6K312026-06-30
Tcfg Wealth Management, LLC$248.3K02026-03-31
Glenmede Trust Co NA$240.1K62026-06-30
Sage Capital Management, LLC$218K32026-06-30
Sequoia Financial Group, LLC$190.2K2582026-06-30
Hightower Advisors, LLC$178.6K1,0462026-06-30
Joel Isaacson & Co., LLC$157K152026-06-30
New. Advisory Services, LLC$125.5K152026-06-30
Rialto Wealth Management, LLC$88.7K82026-06-30
Osaic Holdings, Inc.$58.6K02026-06-30
Federation Des Caisses Desjardins Du Quebec$30.2K02026-06-30
Arax Advisory Partners$22.3K2322026-06-30
Morgan Stanley$15K23,1852026-06-30
Financial Gravity Companies, Inc.$14.7K02026-06-30
Financial Gravity Asset Management, Inc.$13.7K12026-03-31
Fifth Third Bancorp$9.6K02026-06-30
UBS Group AG$8.1K02026-06-30
Nkcfo LLC$4.9K02026-06-30
Corecap Advisors, LLC$3K1182026-06-30
Ingalls & Snyder LLC$58802026-06-30
Bogart Wealth, LLC$372242026-06-30
Thoroughbred Financial Services, LLC$197342026-06-30
Capital Analysts, LLC$326082026-06-30
Huntington National Bank$2902026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30