Steward Partners Investment Advisory’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

Steward Partners Investment Advisory’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	$1.28M	Buy	93,379 +11,422	+14%	+$157K	0.01%	1033
2025 Q4	$1.06M	Buy	81,957 +32,322	+65%	+$403K	0.01%	1044
2025 Q3	$611K	Buy	49,635 +37,960	+325%	+$458K	﹤0.01%	1276
2025 Q2	$137K	Buy	+11,675	New	+$126K	﹤0.01%	1938

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

Steward Partners Investment Advisory's COPY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Tweedy Browne Insider + Value ETF (COPY) stake by 14% in Q1 2026, buying an estimated $157K and bringing the position to 93,379 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1033.

Steward Partners Investment Advisory first reported a position in COPY in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

Steward Partners Investment Advisory held 93,379 shares of Tweedy Browne Insider + Value ETF worth $1.28M as of Q1 2026.
Steward Partners Investment Advisory bought 11,422 Tweedy Browne Insider + Value ETF shares in Q1 2026, an estimated $157K.
Tweedy Browne Insider + Value ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1033 holding.
Steward Partners Investment Advisory first reported a position in Tweedy Browne Insider + Value ETF in Q2 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.