Citadel Advisors
COPY

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

Citadel Advisors’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 		– Sell
-12,986
Closed -$168K – 14612
2025
Q4 		$168K Sell
12,986
-100,957
-89% -$1.26M ﹤0.01% 11196
2025
Q3 		$1.4M Buy
113,943
+99,725
+701% +$1.2M ﹤0.01% 6801
2025
Q2 		$167K Buy
+14,218
New +$153K ﹤0.01% 10862

Other funds holding COPY

PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
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
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

Citadel Advisors's COPY Position: Q1 2026 in Review

Citadel Advisors sold out of Tweedy Browne Insider + Value ETF (COPY) in Q1 2026, closing a stake of 12,986 shares — an estimated $168K sold.

Citadel Advisors first reported a position in COPY in Q2 2025 and held it in 3 quarters. The position peaked at $1.4M in Q3 2025. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Citadel Advisors reported no remaining Tweedy Browne Insider + Value ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 12,986 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $168K.
  • Citadel Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q2 2025 and held it in 3 quarters.
  • Citadel Advisors's Tweedy Browne Insider + Value ETF position peaked at $1.4M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.