DADC
COPY

D.A. Davidson & Co’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

D.A. Davidson & Co’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 		$2.64M Buy
192,100
+9,729
+5% +$134K 0.02% 598
2025
Q4 		$2.35M Buy
+182,371
New +$2.28M 0.01% 620

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

D.A. Davidson & Co's COPY Position: Q1 2026 in Review

D.A. Davidson & Co increased its Tweedy Browne Insider + Value ETF (COPY) stake by 5.3% in Q1 2026, buying an estimated $134K and bringing the position to 192,100 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #598.

D.A. Davidson & Co first reported a position in COPY in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • D.A. Davidson & Co held 192,100 shares of Tweedy Browne Insider + Value ETF worth $2.64M as of Q1 2026.
  • D.A. Davidson & Co bought 9,729 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $134K.
  • Tweedy Browne Insider + Value ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q1 2026, its #598 holding.
  • D.A. Davidson & Co first reported a position in Tweedy Browne Insider + Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.