OC
COPY

Oppenheimer & Co’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Oppenheimer & Co’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 		$991K Buy
67,259
+6,852
+11% +$100K 0.01% 935
2026
Q1 		$829K Buy
60,407
+21,682
+56% +$298K 0.01% 957
2025
Q4 		$500K Buy
38,725
+1,200
+3% +$15K 0.01% 1073
2025
Q3 		$462K Buy
+37,525
New +$453K 0.01% 1205

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
LPL Financial
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
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

Oppenheimer & Co's COPY Position: Q2 2026 in Review

Oppenheimer & Co increased its Tweedy Browne Insider + Value ETF (COPY) stake by 11% in Q2 2026, buying an estimated $100K and bringing the position to 67,259 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #935.

Oppenheimer & Co 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.

  • Oppenheimer & Co held 67,259 shares of Tweedy Browne Insider + Value ETF worth $991K as of Q2 2026.
  • Oppenheimer & Co bought 6,852 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $100K.
  • Tweedy Browne Insider + Value ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #935 holding.
  • Oppenheimer & Co 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 Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.