Osaic Holdings
COPY

Osaic Holdings’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Osaic Holdings’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 		$58.6K Buy
3,980
+1,680
+73% +$24.5K ﹤0.01% 5362
2026
Q1 		$31.6K Buy
+2,300
New +$31.6K ﹤0.01% 5546

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

Osaic Holdings's COPY Position: Q2 2026 in Review

Osaic Holdings increased its Tweedy Browne Insider + Value ETF (COPY) stake by 73% in Q2 2026, buying an estimated $24.5K and bringing the position to 3,980 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5362.

Osaic Holdings first reported a position in COPY in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • Osaic Holdings held 3,980 shares of Tweedy Browne Insider + Value ETF worth $58.6K as of Q2 2026.
  • Osaic Holdings bought 1,680 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $24.5K.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5362 holding.
  • Osaic Holdings first reported a position in Tweedy Browne Insider + Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.