NA
COPY

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

NewEdge 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 		– Sell
-271,807
Closed -$3.51M – 4443
2025
Q4 		$3.51M Buy
271,807
+28,486
+12% +$356K 0.01% 806
2025
Q3 		$3M Buy
+243,321
New +$2.94M 0.01% 823

Other funds holding COPY

PA
Pinnacle Associates New York $9.16B AUM 63.5% 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 $2.09B AUM 34.27% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 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 $18.1B AUM 24.63% 1-Year Est. Return

NewEdge Advisors's COPY Position: Q1 2026 in Review

NewEdge Advisors sold out of Tweedy Browne Insider + Value ETF (COPY) in Q1 2026, closing a stake of 271,807 shares — an estimated $3.51M sold.

NewEdge Advisors first reported a position in COPY in Q3 2025 and held it in 2 quarters. The position peaked at $3.51M in Q4 2025. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • NewEdge Advisors reported no remaining Tweedy Browne Insider + Value ETF position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 271,807 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $3.51M.
  • NewEdge Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and held it in 2 quarters.
  • NewEdge Advisors's Tweedy Browne Insider + Value ETF position peaked at $3.51M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.