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Tweedy Browne Insdr+valu ETF (COPY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pinnacle Associates LTD
INCREASED
Shares1,497,833 from 1,368,387
Change+129,446 (+9%)
Value$22.9M (+$2.8M)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares759,202 from 650,109
Change+109,093 (+17%)
Value$11.6M (+$2.1M)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares538,930 from 417,066
Change+121,864 (+29%)
Value$8.3M (+$2.1M)
Filed 2026-11-06
BIP Wealth, LLC
NEW
Shares337,762
Change+337,762
Value$5.2M
Filed 2026-10-22
Nkcfo LLC
UNCHANGED
Shares330,750 from 330,750
Change0 (0%)
Value$5.1K (-$4.9M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares272,893 from 181,351
Change+91,542 (+50%)
Value$4.2M (+$1.5M)
Filed 2026-11-04
DKM Wealth Management, Inc.
DECREASED
Shares216,117 from 217,962
Change-1,845 (-1%)
Value$3.3M (+$100.3K)
Filed 2026-10-09
D.A. Davidson & Co.
INCREASED
Shares122,996 from 102,729
Change+20,267 (+20%)
Value$1.9M (+$371.1K)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares65,609 from 67,259
Change-1,650 (-2%)
Value$1.0M (+$14.4K)
Filed 2026-10-26
Lakeside Advisors, Inc.
NEW
Shares32,000
Change+32,000
Value$490.2K
Filed 2026-10-20
Certified Advisory Corp
UNCHANGED
Shares26,259 from 26,259
Change0 (0%)
Value$402.3K (+$15.5K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares25,307 from 23,183
Change+2,124 (+9%)
Value$387.7K (+$46.2K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares23,875 from 18,100
Change+5,775 (+32%)
Value$365.8K (+$99.2K)
Filed 2026-10-20
Private Management Group Inc
DECREASED
Shares19,706 from 20,099
Change-393 (-2%)
Value$301.9K (+$5.8K)
Filed 2026-11-04
Sage Capital Management, LLC
INCREASED
Shares17,300 from 14,800
Change+2,500 (+17%)
Value$265.0K (+$47.0K)
Filed 2026-10-20
Privium Fund Management B.V.
NEW
Shares13,250
Change+13,250
Value$203.0K
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares12,528 from 10,661
Change+1,867 (+18%)
Value$191.9K (+$34.9K)
Filed 2026-11-05
Traynor Capital Management, Inc.
NEW
Shares10,540
Change+10,540
Value$161.5K
Filed 2026-10-29
Register Financial Advisors LLC
NEW
Shares1,200
Change+1,200
Value$18.4K
Filed 2026-10-23
Fifth Third Bancorp
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$10.0K (+$386)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$3.2K (+$122)
Filed 2026-10-08
Signaturefd, LLC
NEW
Shares69
Change+69
Value$1.1K
Filed 2026-10-23
Nations Financial Group Inc,
CLOSED
Shares0 from 331,322
Change-331,322 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-05
Royal Bank of Canada
N/A
Shares— from 960,682
Change-960,682 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 187,111
Change-187,111 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 152,276
Change-152,276 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 114,645
Change-114,645 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 100,814
Change-100,814 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 92,620
Change-92,620 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 70,926
Change-70,926 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 46,753
Change-46,753 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 39,947
Change-39,947 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 27,099
Change-27,099 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 25,428
Change-25,428 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 19,551
Change-19,551 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,416
Change-13,416 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,912
Change-12,912 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,124
Change-12,124 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 548
Change-548 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Pinnacle Associates LTD
INCREASED1,497,8331,368,387+129,446+9%$20.2M$22.9M+$2.8M2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
INCREASED759,202650,109+109,093+17%$9.6M$11.6M+$2.1M2026-10-23
LPL Financial LLC
INCREASED538,930417,066+121,864+29%$6.1M$8.3M+$2.1M2026-11-06
BIP Wealth, LLC
NEW337,762—+337,762——$5.2M—2026-10-22
Nkcfo LLC
UNCHANGED330,750330,75000%$4.9M$5.1K-$4.9M2026-11-04
EverSource Wealth Advisors, LLC
INCREASED272,893181,351+91,542+50%$2.7M$4.2M+$1.5M2026-11-04
DKM Wealth Management, Inc.
DECREASED216,117217,962-1,845-1%$3.2M$3.3M+$100.3K2026-10-09
D.A. Davidson & Co.
INCREASED122,996102,729+20,267+20%$1.5M$1.9M+$371.1K2026-10-28
Oppenheimer & Co Inc
DECREASED65,60967,259-1,650-2%$990.7K$1.0M+$14.4K2026-10-26
Lakeside Advisors, Inc.
NEW32,000—+32,000——$490.2K—2026-10-20
Certified Advisory Corp
UNCHANGED26,25926,25900%$386.8K$402.3K+$15.5K2026-10-29
Kestra Advisory Services, LLC
INCREASED25,30723,183+2,124+9%$341.5K$387.7K+$46.2K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED23,87518,100+5,775+32%$266.6K$365.8K+$99.2K2026-10-20
Private Management Group Inc
DECREASED19,70620,099-393-2%$296.1K$301.9K+$5.8K2026-11-04
Sage Capital Management, LLC
INCREASED17,30014,800+2,500+17%$218.0K$265.0K+$47.0K2026-10-20
Privium Fund Management B.V.
NEW13,250—+13,250——$203.0K—2026-11-03
Joel Isaacson & Co., LLC
INCREASED12,52810,661+1,867+18%$157.0K$191.9K+$34.9K2026-11-05
Traynor Capital Management, Inc.
NEW10,540—+10,540——$161.5K—2026-10-29
Register Financial Advisors LLC
NEW1,200—+1,200——$18.4K—2026-10-23
Fifth Third Bancorp
UNCHANGED65465400%$9.6K$10.0K+$3862026-11-05
CoreCap Advisors, LLC
UNCHANGED20620600%$3.0K$3.2K+$1222026-10-08
Signaturefd, LLC
NEW69—+69——$1.1K—2026-10-23
Nations Financial Group Inc,
CLOSED0331,322-331,322-100%$4.9M$0-$4.9M2026-11-05
Royal Bank of Canada
N/A—960,682-960,682-100%$14.2M———
Sanctuary Advisors, LLC
N/A—187,111-187,111-100%$2.8M———
NewEdge Advisors, LLC
N/A—152,276-152,276-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—114,645-114,645-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—100,814-100,814-100%$1.5M———
Arete Wealth Advisors, LLC
N/A—92,620-92,620-100%$1.4M———
Mutual Advisors, LLC
N/A—70,926-70,926-100%$1.0M———
GTS Securities LLC
N/A—46,753-46,753-100%$688.7K———
Ingalls & Snyder LLC
N/A—39,947-39,947-100%$588.0K———
PFG Investments, LLC
N/A—27,099-27,099-100%$399.2K———
Advisors Capital Management, LLC
N/A—25,428-25,428-100%$374.6K———
Fund Advisors of America Inc
N/A—19,551-19,551-100%$288.0K———
Glenmede Trust Co NA
N/A—16,300-16,300-100%$240.1K———
Thoroughbred Financial Services, LLC
N/A—13,416-13,416-100%$197.0K———
Sequoia Financial Advisors, LLC
N/A—12,912-12,912-100%$190.2K———
HighTower Advisors, LLC
N/A—12,124-12,124-100%$178.6K———
N.E.W. Advisory Services LLC
N/A—8,518-8,518-100%$125.5K———
Rialto Wealth Management, LLC
N/A—6,025-6,025-100%$88.7K———
BFC Planning, Inc.
N/A—4,268-4,268-100%$62.9K———
Osaic Holdings, Inc.
N/A—3,980-3,980-100%$58.6K———
Capital Analysts, LLC
N/A—2,185-2,185-100%$32.0K———
Federation des caisses Desjardins du Quebec
N/A—2,050-2,050-100%$30.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,803-1,803-100%$26.6K———
Arax Advisory Partners
N/A—1,514-1,514-100%$22.3K———
Morgan Stanley
N/A—1,020-1,020-100%$15.0K———
Financial Gravity Companies, Inc.
N/A—1,000-1,000-100%$14.7K———
UBS Group AG
N/A—548-548-100%$8.1K———
Bogart Wealth, LLC
N/A—25-25-100%$372———
Huntington National Bank
N/A—2-2-100%$29———
Showing 52 of 52 institutions