Capital Analysts LLC’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Capital Analysts LLC’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	$32K	Buy	+2,185	New	+$31.9K	﹤0.01%	1077

Other funds holding COPY

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

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Capital Analysts LLC's COPY Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q2 2026: 2,185 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings.

43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

Capital Analysts LLC held 2,185 shares of Tweedy Browne Insider + Value ETF worth $32K as of Q2 2026.
Tweedy Browne Insider + Value ETF was a new Capital Analysts LLC position in Q2 2026.
Tweedy Browne Insider + Value ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1077 holding.
43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.