EWA
COPY

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

EverSource Wealth 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
Q2 		$2.67M Buy
181,351
+30,069
+20% +$439K 0.09% 181
2026
Q1 		$2.08M Buy
151,282
+133,137
+734% +$1.83M 0.06% 216
2025
Q4 		$234K Buy
+18,145
New +$226K 0.01% 874

Other funds holding COPY

PA
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
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

EverSource Wealth Advisors's COPY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Tweedy Browne Insider + Value ETF (COPY) stake by 20% in Q2 2026, buying an estimated $439K and bringing the position to 181,351 shares worth $2.67M. The position accounts for 0.09% of the portfolio, ranked #181.

EverSource Wealth Advisors first reported a position in COPY in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • EverSource Wealth Advisors held 181,351 shares of Tweedy Browne Insider + Value ETF worth $2.67M as of Q2 2026.
  • EverSource Wealth Advisors bought 30,069 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $439K.
  • Tweedy Browne Insider + Value ETF made up 0.09% of EverSource Wealth Advisors's portfolio in Q2 2026, its #181 holding.
  • EverSource Wealth Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.