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
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 $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

EverSource Wealth Advisors's COPY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Tweedy Browne Insider + Value ETF (COPY) stake by 734% in Q1 2026, buying an estimated $1.83M and bringing the position to 151,282 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #216.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 151,282 shares of Tweedy Browne Insider + Value ETF worth $2.08M as of Q1 2026.
  • EverSource Wealth Advisors bought 133,137 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $1.83M.
  • Tweedy Browne Insider + Value ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.