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COPY

Pinnacle Associates’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Pinnacle Associates’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 		$20.2M Buy
1,368,387
+151,870
+12% +$2.22M 0.22% 109
2026
Q1 		$16.7M Buy
+1,216,517
New +$16.7M 0.21% 109

Other funds holding COPY

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

Pinnacle Associates's COPY Position: Q2 2026 in Review

Pinnacle Associates increased its Tweedy Browne Insider + Value ETF (COPY) stake by 12% in Q2 2026, buying an estimated $2.22M and bringing the position to 1,368,387 shares worth $20.2M. The position accounts for 0.22% of the portfolio, ranked #109.

Pinnacle Associates 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.

  • Pinnacle Associates held 1,368,387 shares of Tweedy Browne Insider + Value ETF worth $20.2M as of Q2 2026.
  • Pinnacle Associates bought 151,870 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $2.22M.
  • Tweedy Browne Insider + Value ETF made up 0.22% of Pinnacle Associates's portfolio in Q2 2026, its #109 holding.
  • Pinnacle Associates 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 Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.