COPY

Tweedy Browne Insdr+valu ETF$14.67 1.68%
UnclassifiedUSCUSIP 75526L860· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
16
+10 QoQ
13F Value (tracked)
$30.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)8 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$14.67 1.68%1Y +46.3%
$8.69$10.36$12.04$13.71$15.38Dec 2024Apr 2025JulNovFeb 2026Jun36263102
Hover for who · click for detailEnd-of-day closing prices52w $11.31 – $14.92
Build

Use COPY data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns COPY

This stock page is the Follow view. The Build view lets your agent query COPY owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/COPY"
Ask your agent
Use Arkolith to show who owns COPY,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

16 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1PINNACLE ASSOCIATES LTD
$16.7M
1.2M
New
+1.2M sh
Q1 2026
2NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$4.4M
320K
+19%
Added · +52K sh
Q1 2026
3D.A. DAVIDSON & CO.
$2.6M
192K
+5.3%
Added · +10K sh
Q1 2026
4Sanctuary Advisors, LLC
$2.0M
145K
+42%
Added · +43K sh
Q1 2026
5Steward Partners Investment Advisory, LLC
$1.3M
93K
+14%
Added · +11K sh
Q1 2026
6Mutual Advisors, LLC
$978K
71K
+9.9%
Added · +6K sh
Q1 2026
7OPPENHEIMER & CO INC
$829K
60K
+56%
Added · +22K sh
Q1 2026
8GLENMEDE TRUST CO NA
$464K
34K
New
+34K sh
Q1 2026
9Advisors Capital Management, LLC
$349K
25K
New
+25K sh
Q1 2026
10Kestra Advisory Services, LLC
$321K
23K
New
+23K sh
Q1 2026
11Sequoia Financial Advisors, LLC
$177K
13K
New
+13K sh
Q1 2026
12Joel Isaacson & Co., LLC
$139K
10K
New
+10K sh
Q1 2026
13Sound Income Strategies, LLC
$99K
7K
−17%
Reduced · −2K sh
Q1 2026
14Federation des caisses Desjardins du Quebec
$28K
2K
+6.2%
Added · +120 sh
Q1 2026
15Arax Advisory Partners
$21K
2K
New
+2K sh
Q1 2026
16HUNTINGTON NATIONAL BANK
$27
2
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
4
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

30 funds+29 since Q4 2024
01530Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $59.3M

Funds that own COPY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA17 funds$4.7B
MICROSOFT CORPMSFT17 funds$4.4B
ALPHABET INC-CL AGOOGL17 funds$3.1B
ISHARES CORE S&P 500 ETFIVV17 funds$2.8B
VANGUARD S&P 500 ETFVOO17 funds$2.6B
JPMORGAN CHASE & COJPM17 funds$2.5B
SS SPDR S&P 500 ETF TRUST-USSPY17 funds$2.4B
BROADCOM INCAVGO17 funds$2.3B
VANGUARD TOTAL STOCK MKT ETFVTI17 funds$2.3B
VANGUARD VALUE ETFVTV17 funds$2.1B
ALPHABET INC-CL CGOOG17 funds$2.1B
JOHNSON & JOHNSONJNJ17 funds$1.8B

Ranked by how many of COPY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for COPY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.