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 Q1	$349K	Buy	+25,428	New	+$349K	﹤0.01%	459

Other funds holding COPY

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Advisors Capital Management's COPY Position: Q1 2026 in Review

Advisors Capital Management opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q1 2026: 25,428 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings.

41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

Advisors Capital Management held 25,428 shares of Tweedy Browne Insider + Value ETF worth $349K as of Q1 2026.
Tweedy Browne Insider + Value ETF was a new Advisors Capital Management position in Q1 2026.
Tweedy Browne Insider + Value ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q1 2026, its #459 holding.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.