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 Q1	$31.6K	Buy	+2,300	New	+$31.6K	﹤0.01%	5546

Other funds holding COPY

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Osaic Holdings's COPY Position: Q1 2026 in Review

Osaic Holdings opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q1 2026: 2,300 shares worth $31.6K. The stake represents ﹤0.01% of the portfolio and ranks #5546 among its holdings.

41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

Osaic Holdings held 2,300 shares of Tweedy Browne Insider + Value ETF worth $31.6K as of Q1 2026.
Tweedy Browne Insider + Value ETF was a new Osaic Holdings position in Q1 2026.
Tweedy Browne Insider + Value ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5546 holding.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.