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 Q2	$2.24M	Buy	+152,276	New	+$2.22M	0.01%	1153
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

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

NewEdge Advisors's COPY Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q2 2026: 152,276 shares worth $2.24M. The stake represents 0.01% of the portfolio and ranks #1153 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in COPY as recently as Q4 2025.

NewEdge Advisors first reported a position in COPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.51M in Q4 2025. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

NewEdge Advisors held 152,276 shares of Tweedy Browne Insider + Value ETF worth $2.24M as of Q2 2026.
Tweedy Browne Insider + Value ETF was a new NewEdge Advisors position in Q2 2026.
Tweedy Browne Insider + Value ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1153 holding.
NewEdge Advisors first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 3 quarters since.
NewEdge Advisors's Tweedy Browne Insider + Value ETF position peaked at $3.51M in Q4 2025.
43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.