Tweedy Browne Insdr+valu ETFCOPYETF
13F holders, Q3 2025 (September 30)27holders +16
16new positions
0sold out
1famous investor
$12.32avg. 13F price*
At the end of Q3 2025, 27 institutions reported holding Tweedy Browne Insdr+valu ETF (COPY) in their 13F filings, up 16 from Q2 2025. 16 opened new positions and 0 sold out. The largest holders were Jane Street Group, LLC ($5.4M), NewEdge Advisors, LLC ($3.0M) and Nations Financial Group Inc, /Ia/ ($2.9M). 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 (Q3 2025)
- CUSIP
- 75526L860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $10.8M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,471,283 shares bought and 7,549 shares sold, net +1,463,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Jane Street Group, LLC | 0.01% | Add +236.4% | 437,353 | $5.4M |
| NewEdge Advisors, LLC | 0.01% | New | 243,321 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.18% | New | 233,091 | $2.9M |
| DKM Wealth Management, Inc. | 1.61% | Add +169.3% | 162,872 | $2.0M |
| LPL Financial LLC | 0.00% | New | 118,800 | $1.5M |
| Citadel Advisors | 0.00% | Add +701.4% | 113,943 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 95,936 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | New | 70,674 | $870K |
| Mutual Advisors, LLC | 0.02% | Add +344.8% | 64,800 | $805K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +325.1% | 49,635 | $611K |
| Oppenheimer & Co. Inc. | 0.01% | New | 37,525 | $462K |
| Certified Advisory Corp | 0.03% | No change | 26,259 | $323K |
| Royal Bank of Canada | 0.00% | Add +1.7% | 23,881 | $294K |
| PFG Investments, LLC | 0.01% | New | 21,500 | $265K |
| Private Management Group Inc. | 0.01% | Reduce -2.4% | 20,952 | $258K |
| Wealth Alliance, LLC | 0.03% | No change | 20,000 | $246K |
| Bank of America Corp. | 0.00% | New | 16,780 | $207K |
| GTS Securities LLC | 0.01% | Reduce -32.4% | 14,692 | $181K |
| Ingalls & Snyder LLC | 0.01% | New | 12,328 | $152K |
| N.E.W. Advisory Services LLC | 0.01% | New | 8,438 | $104K |
| Sound Income Strategies, LLC | 0.00% | New | 5,222 | $64K |
| Bare Financial Services, Inc | 0.02% | No change | 4,341 | $53K |
| UBS Group AG | 0.00% | New | 2,710 | $33K |
| Cwm, LLC | 0.00% | New | 2,550 | $31K |
| Rialto Wealth Management, LLC | 0.01% | New | 2,090 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,830 | $23K |
| Stone House Investment Management, LLC | 0.00% | New | 426 | $5K |
"% 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.