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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Tweedy, Browne Insider + Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Federation des caisses Desjardins du Quebec
Report period
2026-06-30
Available
2026-08-15
Reported shares
2,050
Value (USD)
$30,197
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002022297-26-000007
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read COPY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read COPY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
LPL Financial LLC2026-06-302026-08-08417,066$6,143,381None
N.E.W. Advisory Services LLC2026-06-302026-08-078,518$125,474None
Financial Gravity Companies, Inc.2026-06-302026-08-061,000$14,730None
Pinnacle Wealth Management Advisory Group, LLC2026-06-302026-08-06650,109$9,576,106None
Capital Analysts, LLC2026-06-302026-08-062,185$32,000None
FIFTH THIRD BANCORP2026-06-302026-08-06654$9,633None
HighTower Advisors, LLC2026-06-302026-08-0612,124$178,584None
Joel Isaacson & Co., LLC2026-06-302026-08-0510,661$157,037None
OPPENHEIMER & CO INC2026-06-302026-08-0467,259$990,725None
PINNACLE ASSOCIATES LTD2026-06-302026-08-041,368,387$20,156,341None
PRIVATE MANAGEMENT GROUP INC2026-06-302026-08-0120,099$296,058None
DKM Wealth Management, Inc.2026-06-302026-07-31217,962$3,210,581None
Kestra Advisory Services, LLC2026-06-302026-07-2923,183$341,492None
Bogart Wealth, LLC2026-06-302026-07-2525$372None
EverSource Wealth Advisors, LLC2026-06-302026-07-25181,351$2,671,305None
D.A. DAVIDSON & CO.2026-06-302026-07-25102,729$1,513,198None
PFG Investments, LLC2026-06-302026-07-2427,099$399,174None
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2026-06-302026-07-24331,322$4,880,373None
Sage Capital Management, LLC2026-06-302026-07-2114,800$218,004None
TCFG Investment Advisors, LLC2026-06-302026-07-1818,100$266,613None
Sequoia Financial Advisors, LLC2026-06-302026-07-1812,912$190,193None
Certified Advisory Corp2026-06-302026-07-1726,259$386,797None

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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No records are available for this view.

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.

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