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Public ownership evidence

Tweedy, Browne Insider + Value ETF (COPY) Ownership Disclosures

Read COPY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Federation des caisses Desjardins du Quebec2026-06-302026-08-152,050$30,197None
Mutual Advisors, LLC2026-06-302026-08-1570,926$1,044,738None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,000$29,460None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,980$29,165None
GTS SECURITIES LLC2026-06-302026-08-1546,753$688,672None
ROYAL BANK OF CANADA2026-06-302026-08-15960,682$14,151,000None
INGALLS & SNYDER LLC2026-06-302026-08-1539,947$588,000None
Sanctuary Advisors, LLC2026-06-302026-08-14187,111$2,756,150None
NKCFO LLC2026-06-302026-08-14330,750$4,872,000None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14114,645$1,688,721None
UBS Group AG2026-06-302026-08-14250$3,683None
UBS Group AG2026-06-302026-08-14298$4,390None
Arete Wealth Advisors, LLC2026-06-302026-08-1492,620$1,364,292None
MORGAN STANLEY2026-06-302026-08-141,020$15,025None
HUNTINGTON NATIONAL BANK2026-06-302026-08-142$29None
NewEdge Advisors, LLC2026-06-302026-08-13152,276$2,243,025None
Advisors Capital Management, LLC2026-06-302026-08-1225,428$374,554None
Rialto Wealth Management, LLC2026-06-302026-08-126,025$88,749None
Fund Advisors of America Inc/FL2026-06-302026-08-1219,551$287,984None
Arete Wealth Advisors, LLC2025-12-312026-08-1220,035$258,451None
Arete Wealth Advisors, LLC2026-06-302026-08-1292,620$1,364,292None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-1213,416$197,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12930$13,700None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-11100,814$1,484,992None
Arax Advisory Partners2026-06-302026-08-111,514$22,302None
GLENMEDE TRUST CO NA2026-06-302026-08-1116,300$240,099None

90-day public filing window, up to 50 source positions.

Federation des caisses Desjardins du Quebec ↗Mutual Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗GTS SECURITIES LLC ↗ROYAL BANK OF CANADA ↗INGALLS & SNYDER LLC ↗Sanctuary Advisors, LLC ↗NKCFO LLC ↗Steward Partners Investment Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.