Tweedy Browne Insdr+valu ETFCOPYETF
13F holders, Q2 2025 (June 30)11holders +7
9new positions
2sold out
1famous investor
$11.74avg. 13F price*
At the end of Q2 2025, 11 institutions reported holding Tweedy Browne Insdr+valu ETF (COPY) in their 13F filings, up 7 from Q1 2025. 9 opened new positions and 2 sold out. The largest holders were Jane Street Group, LLC ($1.5M), DKM Wealth Management, Inc. ($709K) and Certified Advisory Corp ($308K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Tweedy Browne Insdr+valu ETF
- Filed as
- RBB FUND TRUST (Q2 2025)
- CUSIP
- 75526L860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.1M |
| Exits | 2 | $1.7M |
All 13F filers, Q1 2025 → Q2 2025: 311,237 shares bought and 162,655 shares sold, net +148,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Jane Street Group, LLC | 0.00% | New | 130,000 | $1.5M |
| DKM Wealth Management, Inc. | 0.61% | Add +203.2% | 60,484 | $709K |
| Certified Advisory Corp | 0.03% | New | 26,259 | $308K |
| Royal Bank of Canada | 0.00% | New | 23,475 | $275K |
| GTS Securities LLC | 0.01% | New | 21,733 | $255K |
| Private Management Group Inc. | 0.01% | Add +26.0% | 21,460 | $252K |
| Wealth Alliance, LLC | 0.03% | New | 20,000 | $234K |
| Mutual Advisors, LLC | 0.00% | New | 14,570 | $176K |
| Citadel Advisors | 0.00% | New | 14,218 | $167K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 11,675 | $137K |
| Bare Financial Services, Inc | 0.02% | New | 4,341 | $51K |
"% of holder's portfolio" is COPY's weight in each manager's 13F, not the share of Tweedy Browne Insdr+valu ETF the manager owns.