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
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 $7.78B AUM 45.07% 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 $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
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

Oppenheimer & Co's COPY Position: Q1 2026 in Review

Oppenheimer & Co increased its Tweedy Browne Insider + Value ETF (COPY) stake by 56% in Q1 2026, buying an estimated $298K and bringing the position to 60,407 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #957.

Oppenheimer & Co first reported a position in COPY in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • Oppenheimer & Co held 60,407 shares of Tweedy Browne Insider + Value ETF worth $829K as of Q1 2026.
  • Oppenheimer & Co bought 21,682 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $298K.
  • Tweedy Browne Insider + Value ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #957 holding.
  • Oppenheimer & Co first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.