Tweedy Browne Insdr+valu ETF (COPY)

CUSIP: 75526L860 | NYSE | 67 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Pinnacle Associates LTD1,497,833

0.3% of portfolio$22.9M

Pinnacle Wealth Management Advisory Group, LLC759,202

0.7% of portfolio$11.6M

LPL Financial LLC538,930

0.0% of portfolio$8.3M

BIP Wealth, LLC337,762

0.1% of portfolio$5.2M

Nkcfo LLC330,750

0.0% of portfolio$5.1K

EverSource Wealth Advisors, LLC272,893

0.1% of portfolio$4.2M

DKM Wealth Management, Inc.216,117

2.1% of portfolio$3.3M

D.A. Davidson & Co.122,996

0.0% of portfolio$1.9M

Oppenheimer & Co Inc65,609

0.0% of portfolio$1.0M

Lakeside Advisors, Inc.32,000

0.3% of portfolio$490.2K

Certified Advisory Corp26,259

0.0% of portfolio$402.3K

Kestra Advisory Services, LLC25,307

0.0% of portfolio$387.7K

Tcfg Investment Advisors, LLC23,875

0.1% of portfolio$365.8K

Private Management Group Inc19,706

0.0% of portfolio$301.9K

Sage Capital Management, LLC17,300

0.1% of portfolio$265.0K

Privium Fund Management B.V.13,250

0.0% of portfolio$203.0K

Joel Isaacson & Co., LLC12,528

0.0% of portfolio$191.9K

Traynor Capital Management, Inc.10,540

0.0% of portfolio$161.5K

Register Financial Advisors LLC1,200

0.0% of portfolio$18.4K

Fifth Third Bancorp654

0.0% of portfolio$10.0K

CoreCap Advisors, LLC206

0.0% of portfolio$3.2K

Signaturefd, LLC69

0.0% of portfolio$1.1K

				Style	Turnover	Location	Filed
Pinnacle Associates LTD	1,497,833	$22.9M	0.3%	Core	Low	New York, NY	2026-10-20
Pinnacle Wealth Management Advisory Group, LLC	759,202	$11.6M	0.7%	Growth	Low	Red Bank, NJ	2026-10-23
LPL Financial LLC	538,930	$8.3M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
BIP Wealth, LLC	337,762	$5.2M	0.1%	ETF	Medium	Atlanta, GA	2026-10-22
Nkcfo LLC	330,750	$5.1K	0.0%	GARP	High	Geneva, IL	2026-11-04
EverSource Wealth Advisors, LLC	272,893	$4.2M	0.1%	Core	Medium	Birmingham, AL	2026-11-04
DKM Wealth Management, Inc.	216,117	$3.3M	2.1%	Yield	Very Low	Stockton, CA	2026-10-09
D.A. Davidson & Co.	122,996	$1.9M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Oppenheimer & Co Inc	65,609	$1.0M	0.0%	Core	Low	New York, NY	2026-10-26
Lakeside Advisors, Inc.	32,000	$490.2K	0.3%	Core	Very Low	Seattle, WA	2026-10-20
Certified Advisory Corp	26,259	$402.3K	0.0%	ETF	Low	Altamonte Springs, FL	2026-10-29
Kestra Advisory Services, LLC	25,307	$387.7K	0.0%	Core	Low	Austin, TX	2026-11-02
Tcfg Investment Advisors, LLC	23,875	$365.8K	0.1%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Private Management Group Inc	19,706	$301.9K	0.0%	Yield	Low	Irvine, CA	2026-11-04
Sage Capital Management, LLC	17,300	$265.0K	0.1%	ETF	Low	Stockton, NJ	2026-10-20
Privium Fund Management B.V.	13,250	$203.0K	0.0%	Growth	Medium	Amsterdam, Philippines	2026-11-03
Joel Isaacson & Co., LLC	12,528	$191.9K	0.0%	ETF	Very Low	New York, NY	2026-11-05
Traynor Capital Management, Inc.	10,540	$161.5K	0.0%	Growth	Low	Malvern, PA	2026-10-29
Register Financial Advisors LLC	1,200	$18.4K	0.0%	GARP	Low	Atlanta, GA	2026-10-23
Fifth Third Bancorp	654	$10.0K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
CoreCap Advisors, LLC	206	$3.2K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Signaturefd, LLC	69	$1.1K	0.0%	Index	Low	Atlanta, GA	2026-10-23