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Advisors Capital Management’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Advisors Capital Management’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$375K Hold
25,428
– – ﹤0.01% 482
2026
Q1 		$349K Buy
+25,428
New +$349K ﹤0.01% 459

Other funds holding COPY

PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Advisors Capital Management's COPY Position: Q2 2026 in Review

Advisors Capital Management held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q2 2026 at 25,428 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Advisors Capital Management first reported a position in COPY in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Advisors Capital Management held 25,428 shares of Tweedy Browne Insider + Value ETF worth $375K as of Q2 2026.
  • Advisors Capital Management left its Tweedy Browne Insider + Value ETF share count unchanged in Q2 2026.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #482 holding.
  • Advisors Capital Management first reported a position in Tweedy Browne Insider + Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.