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
Q2 		$6.14M Buy
417,066
+48,999
+13% +$715K ﹤0.01% 2600
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 $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
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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 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

LPL Financial's COPY Position: Q2 2026 in Review

LPL Financial increased its Tweedy Browne Insider + Value ETF (COPY) stake by 13% in Q2 2026, buying an estimated $715K and bringing the position to 417,066 shares worth $6.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

LPL Financial first reported a position in COPY in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • LPL Financial held 417,066 shares of Tweedy Browne Insider + Value ETF worth $6.14M as of Q2 2026.
  • LPL Financial bought 48,999 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $715K.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2600 holding.
  • LPL Financial first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.