LPL Financial
COPY

LPL Financial’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

LPL Financial’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 		$5.05M Buy
368,067
+150,508
+69% +$2.07M ﹤0.01% 2609
2025
Q4 		$2.81M Buy
217,559
+98,759
+83% +$1.23M ﹤0.01% 3069
2025
Q3 		$1.46M Buy
+118,800
New +$1.43M ﹤0.01% 3625

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

LPL Financial's COPY Position: Q1 2026 in Review

LPL Financial increased its Tweedy Browne Insider + Value ETF (COPY) stake by 69% in Q1 2026, buying an estimated $2.07M and bringing the position to 368,067 shares worth $5.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

LPL Financial first reported a position in COPY in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • LPL Financial held 368,067 shares of Tweedy Browne Insider + Value ETF worth $5.05M as of Q1 2026.
  • LPL Financial bought 150,508 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $2.07M.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2609 holding.
  • LPL Financial first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.