Tweedy Browne Insdr+valu ETFCOPYETF
13F holders, Q4 2025 (December 31)29holders +2
4new positions
4sold out
1famous investor
$12.90avg. 13F price*
At the end of Q4 2025, 29 institutions reported holding Tweedy Browne Insdr+valu ETF (COPY) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were NewEdge Advisors, LLC ($3.5M), Nations Financial Group Inc, /Ia/ ($3.5M) and LPL Financial LLC ($2.8M). 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 (Q4 2025)
- CUSIP
- 75526L860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.8M |
| Exits | 4 | $5.6M |
All 13F filers, Q3 2025 → Q4 2025: 507,758 shares bought and 615,270 shares sold, net −107,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| NewEdge Advisors, LLC | 0.01% | Add +11.7% | 271,807 | $3.5M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +15.1% | 268,205 | $3.5M |
| LPL Financial LLC | 0.00% | Add +83.1% | 217,559 | $2.8M |
| DKM Wealth Management, Inc. | 1.91% | Add +22.1% | 198,884 | $2.6M |
| D.A. Davidson & Co. | 0.01% | New | 182,371 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +43.8% | 101,646 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +65.1% | 81,957 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 64,841 | $836K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.1% | 39,200 | $506K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.2% | 38,725 | $500K |
| Ingalls & Snyder LLC | 0.01% | Add +119.8% | 27,093 | $349K |
| Royal Bank of Canada | 0.00% | Add +11.0% | 26,499 | $342K |
| Certified Advisory Corp | 0.03% | No change | 26,259 | $339K |
| PFG Investments, LLC | 0.01% | Add +0.9% | 21,700 | $280K |
| Private Management Group Inc. | 0.01% | Reduce -1.3% | 20,680 | $267K |
| Arete Wealth Advisors, LLC | 0.02% | New | 20,035 | $258K |
| Wealth Alliance, LLC | 0.03% | No change | 20,000 | $258K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 18,145 | $234K |
| Fund Advisors of America Inc | 0.21% | — | 17,525 | $226K |
| Bank of America Corp. | 0.00% | No change | 16,780 | $216K |
| Citadel Advisors | 0.00% | Reduce -88.6% | 12,986 | $168K |
| Sound Income Strategies, LLC | 0.01% | Add +67.0% | 8,722 | $117K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.9% | 8,518 | $110K |
| Bare Financial Services, Inc | 0.02% | No change | 4,341 | $56K |
| Rialto Wealth Management, LLC | 0.01% | Add +96.3% | 4,103 | $53K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.5% | 1,930 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.0% | 1,000 | $13K |
| Stone House Investment Management, LLC | 0.00% | No change | 426 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 25 | $326 |
"% 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.