Sanctuary Advisors’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Sanctuary Advisors’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	$2.76M	Buy	187,111 +42,495	+29%	+$620K	0.01%	877
2026 Q1	$1.98M	Buy	144,616 +42,970	+42%	+$591K	0.01%	964
2025 Q4	$1.31M	Buy	101,646 +30,972	+44%	+$387K	0.01%	1172
2025 Q3	$870K	Buy	+70,674	New	+$853K	0.01%	1367

Other funds holding COPY

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

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 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

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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

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

Sanctuary Advisors's COPY Position: Q2 2026 in Review

Sanctuary Advisors increased its Tweedy Browne Insider + Value ETF (COPY) stake by 29% in Q2 2026, buying an estimated $620K and bringing the position to 187,111 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #877.

Sanctuary Advisors 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.

Sanctuary Advisors held 187,111 shares of Tweedy Browne Insider + Value ETF worth $2.76M as of Q2 2026.
Sanctuary Advisors bought 42,495 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $620K.
Tweedy Browne Insider + Value ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #877 holding.
Sanctuary Advisors 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.