Tweedy Browne Insider Value ETF $COPY Shares Purchased by EverSource Wealth Advisors LLC

Posted by Dante Gardener on Jul 30th, 2026

EverSource Wealth Advisors LLC raised its stake in shares of Tweedy Browne Insider Value ETF (NYSEARCA:COPY – Free Report) by 733.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 151,282 shares of the company’s stock after acquiring an additional 133,137 shares during the period. EverSource Wealth Advisors LLC owned approximately 0.67% of Tweedy Browne Insider Value ETF worth $2,076,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Pinnacle Wealth Management Advisory Group LLC purchased a new position in shares of Tweedy Browne Insider Value ETF in the 1st quarter valued at approximately $7,767,000. Nations Financial Group Inc. IA ADV raised its stake in shares of Tweedy Browne Insider Value ETF by 19.5% during the first quarter. Nations Financial Group Inc. IA ADV now owns 320,393 shares of the company’s stock worth $4,396,000 after purchasing an additional 52,188 shares during the last quarter. Finally, Sound Income Strategies LLC raised its stake in shares of Tweedy Browne Insider Value ETF by 67.0% during the fourth quarter. Sound Income Strategies LLC now owns 8,722 shares of the company’s stock worth $117,000 after purchasing an additional 3,500 shares during the last quarter. 0.19% of the stock is owned by institutional investors and hedge funds.

Tweedy Browne Insider Value ETF Price Performance

Shares of NYSEARCA COPY opened at $15.59 on Thursday. The stock has a fifty day moving average price of $15.00 and a 200 day moving average price of $14.36. Tweedy Browne Insider Value ETF has a 1-year low of $11.48 and a 1-year high of $15.75. The company has a market cap of $376.34 million, a PE ratio of -259.83 and a beta of 0.51.

Tweedy Browne Insider Value ETF Company Profile

(Free Report)

The Tweedy Browne Insider + Value ETF Trust Units (COPY) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that selects undervalued equities globally using a proprietary methodology. It focuses on companies where insiders, defined as corporate officers, are actively purchasing equity securities and where the company is conducting share buybacks COPY was launched on Dec 27, 2024 and is issued by Tweedy, Browne Co