Tweedy, Browne Insider + Value ETF
COPYFinancial·Exchange Traded Fund·USA·NYSE·Nov 11 • 1:31 PM ET
Price
COPY against its 20, 50 and 200-day averages2.1% under the 52-week high of 16.20 on 3 Sep 2026. 52-week low 11.86 on 21 Nov 2025. Last 15 sessions, 4.4% high to low
Profile
COPYTweedy, Browne Insider + Value ETF seeks long-term capital growth. The fund is an actively-managed ETF and pursues its investment objective by investing under normal circumstances at least 80% of its net assets in equity securities of U.S. and non-U.S. companies that Tweedy, Browne Company LLC believes are undervalued, and where either the company's "insiders" have been actively purchasing the company's equity securities and/or the company is conducting "opportunistic share buybacks."
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| BWQG | BWM Quality Growth ETF | AUM: 31.29M |
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| No estimate history. |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 0.1M | - | 177.69K |
| 2026-10-15 | - | 0.2M | - | 184.34K |
| 2026-09-30 | - | 0.1M | - | 170.82K |
| 2026-09-15 | - | 0.0M | - | 161.42K |
| 2026-08-31 | - | 0.0M | - | 134.54K |
| 2026-08-14 | - | 0.5M | - | 145.17K |
| 2026-07-31 | - | 0.0M | - | 131.12K |
| 2026-07-15 | - | 0.2M | - | 119.05K |
| 2026-06-30 | - | 0.1M | - | 137.10K |
| 2026-06-15 | - | 0.1M | - | 158.32K |
| 2026-05-29 | - | 0.1M | - | 170.86K |
| 2026-05-15 | - | 0.0M | - | 172.60K |
| 2026-04-30 | - | 0.0M | - | 205.45K |
| 2026-04-15 | - | 0.1M | - | 244.60K |
| 2026-03-31 | - | 0.3M | - | 288.51K |
| 2026-03-13 | - | 0.0M | - | 254.05K |
| 2026-02-27 | - | 0.0M | - | 233.04K |
| 2026-02-13 | - | 0.7M | - | 215.70K |
| 2026-01-30 | - | 0.2M | - | 180.61K |
| 2026-01-15 | - | 0.2M | - | 161.86K |
Option chain
expiry 2026-11-11| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| PINNACLE ASSOCIATES LTD | 5.57% |
| ROYAL BANK OF CANADA | 4.15% |
| Pinnacle Wealth Management Advisory Group, LLC | 2.82% |
| LPL Financial LLC | 2.00% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.43% |
| BIP Wealth, LLC | 1.26% |
| NKCFO LLC | 1.23% |
| EverSource Wealth Advisors, LLC | 1.02% |
| Sanctuary Advisors, LLC | 0.81% |
| DKM Wealth Management, Inc. | 0.80% |
Funds
| Fund | % owned |
|---|---|
| BWM Quality Growth ETF | 0.01% |
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