Among active 13F managers last quarter, 4 opened and 6 added, while 3 reduced; the largest holder to move was Pinnacle Associates Ltd (+12%).
39 tracked 13F filers disclose a position in COPY as of the latest SEC 13F filings, a combined $82.0M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pinnacle Associates Ltd | 1.4M | $20.2M | ▲+12% Added · +152K sh | Q2 2026 | |
| 2 | Jane Street Group, LLC | 700K | $9.6M | ▲30× Added · +676K sh | Q1 2026 | |
| 3 | Pinnacle Wealth Management Advisory Group, LLC | 650K | $9.6M | ▲+15% Added · +84K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 536K | $7.4M | ▲14× Added · +497K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 368K | $5.0M | ▲+69% Added · +151K sh | Q1 2026 | |
| 6 | Nations Financial Group Inc, /Ia | 331K | $4.9M | ▲+3.4% Added · +11K sh | Q2 2026 | |
| 7 | DKM Wealth Management, Inc. | 218K | $3.2M | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 8 | Royal Bank Of Canada | 193K | $2.6M | ▲+628% Added · +166K sh | Q1 2026 | |
| 9 | Sanctuary Advisors, LLC | 187K | $2.8M | ▲+29% Added · +42K sh | Q2 2026 | |
| 10 | NewEdge Advisors, LLC | 152K | $2.2M | ▲Added Added · +152K sh | Q2 2026 | |
| 11 | EverSource Wealth Advisors, LLC | 151K | $2.1M | ▲+734% Added · +133K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | 115K | $1.7M | ▲+23% Added · +21K sh | Q2 2026 | |
| 13 | D.A. Davidson & Co. | 103K | $1.5M | ▼−47% Reduced · −89K sh | Q2 2026 | |
| 14 | Great Valley Advisor Group, Inc. | 101K | $1.5M | ▲New +101K sh | Q2 2026 | |
| 15 | Arete Wealth Advisors, LLC | 93K | $1.4M | ▲+151% Added · +56K sh | Q2 2026 | |
| 16 | Mutual Advisors, LLC | 71K | $1.0M | ▼−0.5% Reduced · −355 sh | Q2 2026 | |
| 17 | Oppenheimer & Co Inc | 67K | $991K | ▲+11% Added · +7K sh | Q2 2026 | |
| 18 | GTS Securities LLC | 53K | $733K | ▲New +53K sh | Q1 2026 | |
| 19 | PFG Investments, LLC | 27K | $373K | ▲+25% Added · +5K sh | Q1 2026 | |
| 20 | Certified Advisory Corp | 26K | $387K | —Held | Q2 2026 | |
| 21 | Advisors Capital Management, LLC | 25K | $375K | —Held | Q2 2026 | |
| 22 | Kestra Advisory Services, LLC | 23K | $341K | ▼−1.0% Reduced · −234 sh | Q2 2026 | |
| 23 | Private Management Group Inc | 20K | $296K | ▼−2.0% Reduced · −408 sh | Q2 2026 | |
| 24 | Fund Advisors of America Inc | 20K | $288K | ▲+0.3% Added · +68 sh | Q2 2026 | |
| 25 | TCFG Investment Advisors, LLC | 18K | $267K | —Held | Q2 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.
Last quarter, 4 funds opened a new position in COPY and 6 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 18 funds | $2.6B |
| Nvidia CorpNVDA | 18 funds | $1.8B |
| Microsoft CorpMSFT | 18 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $1.4B |
| Amazon.com IncAMZN | 18 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 18 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 18 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 18 funds | $1.0B |
| Johnson & JohnsonJNJ | 18 funds | $956.9M |
| JPMorgan Chase & CoJPM | 18 funds | $807.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 18 funds | $742.7M |
| Costco Wholesale CorpCOST | 18 funds | $462.4M |
Ranked by how many of COPY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in COPY.
| Class | 13F holders | Value held |
|---|---|---|
| FEGEmc | 180 funds | $1.2B |
| FEOEmc | 145 funds | $840.9M |
| COPYthis pageUIT EXCHANGE TRADED | 39 funds | $82.0M |
| EBILONGVIEW ADVANTG | 17 funds | $624.3M |
| LVIGLONGVIEW ADV FXD | 4 funds | $96.7M |
| ICPYTWEEDY BROWNE I | 4 funds | $8.0M |
| PFDEPATHFINDER DISC | 3 funds | $20.8M |
| MJSCMUFG JAPAN SMALL | 3 funds | $20.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/COPY/capital-change-brief"
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.