COPY

Tweedy Browne Insdr+valu ETFETF$15.50 1.71%
UnclassifiedUSCUSIP 75526L860· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
33
-22 QoQ
13F Value (tracked)
$66.3M
13F Moves · latest Q
10 added
2 trimmed
Recent Filings
0

Price & smart-money activity

$15.50 1.71%2Y +54.5%
$8.62$10.54$12.46$14.38$16.30Dec 2024Apr 2025AugDecApr 2026Jul6626310453
Hover for who · click for detailEnd-of-day closing prices52w $11.56 – $15.77

Who owns COPY?

33 tracked 13F filers

33 tracked 13F filers disclose a position in COPY as of the latest SEC 13F filings, a combined $66.3M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1PINNACLE ASSOCIATES LTD
$20.2M
1.4M
+12%
Added · +152K sh
Q2 2026
2JANE STREET GROUP, LLC
$9.6M
700K
30×
Added · +676K sh
Q1 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$7.4M
536K
14×
Added · +497K sh
Q1 2026
4LPL Financial LLC
$5.0M
368K
+69%
Added · +151K sh
Q1 2026
5NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$4.9M
331K
+3.4%
Added · +11K sh
Q2 2026
6DKM Wealth Management, Inc.
$3.2M
218K
−1.0%
Reduced · −2K sh
Q2 2026
7ROYAL BANK OF CANADA
$2.6M
193K
+628%
Added · +166K sh
Q1 2026
8EverSource Wealth Advisors, LLC
$2.1M
151K
+734%
Added · +133K sh
Q1 2026
9Sanctuary Advisors, LLC
$2.0M
145K
+42%
Added · +43K sh
Q1 2026
10D.A. DAVIDSON & CO.
$1.5M
103K
−47%
Reduced · −89K sh
Q2 2026
11Steward Partners Investment Advisory, LLC
$1.3M
93K
+14%
Added · +11K sh
Q1 2026
12Mutual Advisors, LLC
$978K
71K
+9.9%
Added · +6K sh
Q1 2026
13OPPENHEIMER & CO INC
$991K
67K
+11%
Added · +7K sh
Q2 2026
14GTS SECURITIES LLC
$733K
53K
New
+53K sh
Q1 2026
15Arete Wealth Advisors, LLC
$507K
37K
+84%
Added · +17K sh
Q1 2026
16GLENMEDE TRUST CO NA
$464K
34K
New
+34K sh
Q1 2026
17PFG Investments, LLC
$373K
27K
+25%
Added · +5K sh
Q1 2026
18Certified Advisory Corp
$387K
26K
Held
Q2 2026
19Advisors Capital Management, LLC
$349K
25K
New
+25K sh
Q1 2026
20Kestra Advisory Services, LLC
$341K
23K
−1.0%
Reduced · −234 sh
Q2 2026
21PRIVATE MANAGEMENT GROUP INC
$296K
20K
−2.0%
Reduced · −408 sh
Q2 2026
22TCFG Investment Advisors, LLC
$267K
18K
Held
Q2 2026
23BANK OF AMERICA CORP /DE/
$230K
17K
Held
Q1 2026
24Sage Capital Management, LLC
$218K
15K
New
+15K sh
Q2 2026
25Sequoia Financial Advisors, LLC
$177K
13K
New
+13K sh
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.

Is COPY being bought or sold by institutions?

Last quarter, 4 funds opened a new position in COPY and 6 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
6
funds
Reduced
2
funds
Exited
0
funds

Funds that own COPY also own

CompanyCo-held byCombined value
APPLE INCAAPL14 funds$2.0B
MICROSOFT CORPMSFT14 funds$1.3B
NVIDIA CORPNVDA14 funds$1.3B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$929.5M
ALPHABET INC-CL AGOOGL14 funds$902.7M
ISHARES CORE S&P 500 ETFIVV14 funds$899.5M
AMAZON.COM INCAMZN14 funds$868.4M
JOHNSON & JOHNSONJNJ14 funds$853.5M
ALPHABET INC-CL CGOOG14 funds$802.9M
INVESCO QQQ TRUST SERIES 1QQQ14 funds$793.9M
JPMORGAN CHASE & COJPM14 funds$673.5M
BERKSHIRE HATHAWAY INC-CL BBRK/B14 funds$651.7M

Ranked by how many of COPY's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

11 funds+10 since Q4 2024
01733Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $32.4M

Share classes

Class13F holdersValue held
FEGEmc154 funds$1.1B
FEOEmc118 funds$733.2M
COPYthis pageTWEEDY BROWNE33 funds$66.3M
EBILONGVIEW ADVANTG14 funds$123.0M
75526L761TWEEDY BROWNE I3 funds$7.4M
LVIGLONGVIEW ADV FXD3 funds$1.5M
75526L845COM2 funds$28.5M
75526L779MUFG JAPAN SMALL2 funds$20.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

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

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Ask your agent what changed in COPY

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/COPY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for COPY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + 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.