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

Mutual 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	$978K	Buy	71,281 +6,440	+10%	+$88.5K	0.02%	609
2025 Q4	$836K	Buy	64,841 +41	+0.1%	+$512	0.02%	646
2025 Q3	$805K	Buy	64,800 +50,230	+345%	+$606K	0.02%	657
2025 Q2	$176K	Buy	+14,570	New	+$157K	﹤0.01%	1141

Other funds holding COPY

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Mutual Advisors's COPY Position: Q1 2026 in Review

Mutual Advisors increased its Tweedy Browne Insider + Value ETF (COPY) stake by 9.9% in Q1 2026, buying an estimated $88.5K and bringing the position to 71,281 shares worth $978K. The position accounts for 0.02% of the portfolio, ranked #609.

Mutual Advisors first reported a position in COPY in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

Mutual Advisors held 71,281 shares of Tweedy Browne Insider + Value ETF worth $978K as of Q1 2026.
Mutual Advisors bought 6,440 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $88.5K.
Tweedy Browne Insider + Value ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #609 holding.
Mutual Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q2 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.