Custom Index Systems’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Custom Index Systems’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	$6.74K	Buy	+440	New	+$6.86K	﹤0.01%	414

Other funds holding COPY

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

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

NKCFO LLC Geneva, Illinois $337M AUM 40.09% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Custom Index Systems's COPY Position: Q3 2026 in Review

Custom Index Systems opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q3 2026: 440 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

46 funds tracked by Wall St. Rank hold COPY as of Q3 2026.

Custom Index Systems held 440 shares of Tweedy Browne Insider + Value ETF worth $6.74K as of Q3 2026.
Tweedy Browne Insider + Value ETF was a new Custom Index Systems position in Q3 2026.
Tweedy Browne Insider + Value ETF made up ﹤0.01% of Custom Index Systems's portfolio in Q3 2026, its #414 holding.
46 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q3 2026.

Based on Custom Index Systems's 13F filing for Q3 2026, filed 12 Nov 2026.