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

CoreCap 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 Q3	$3.16K	Hold	206	–	–	﹤0.01%	2376
2026 Q2	$3.03K	Buy	+206	New	+$3.01K	﹤0.01%	2423

Other funds holding COPY

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

CoreCap Advisors's COPY Position: Q3 2026 in Review

CoreCap Advisors held its Tweedy Browne Insider + Value ETF (COPY) position steady in Q3 2026 at 206 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

CoreCap Advisors first reported a position in COPY in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

CoreCap Advisors held 206 shares of Tweedy Browne Insider + Value ETF worth $3.16K as of Q3 2026.
CoreCap Advisors left its Tweedy Browne Insider + Value ETF share count unchanged in Q3 2026.
Tweedy Browne Insider + Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2376 holding.
CoreCap Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.