FDVV · Insider trading · 13F holders · Congress trades
Fidelity Covington Trust (FDVV)
Who is buying and selling FDVV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 114
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FDVV at a glance
- No open-market insider purchases or sales of FDVV were filed in the last 90 days.
- 114 13F filers hold FDVV among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Clark Wealth Partners (7.7%), Childress Capital Advisors, LLC (6.7%) and Investment Advisory Services Group LLC (5.9%). In their latest 13Fs, 0 managers opened a new position and 34 added to one.
- No member of Congress has disclosed a trade in FDVV.
FDVV insider trading
No open-market insider purchases or sales of FDVV were filed in the last 90 days.
Who owns FDVV? Hedge funds and superinvestors
114 13F filers hold FDVV among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Clark Wealth Partners (7.7%), Childress Capital Advisors, LLC (6.7%) and Investment Advisory Services Group LLC (5.9%). In their latest 13Fs, 0 managers opened a new position and 34 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Retirement Planning Group, LLCWealth manager | 4.4% | $176.8M | 2,910,814 | +3.1% shares | Q3 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 0.8% | $113.8M | 1,888,109 | +9.5% shares | Q2 2026 |
| Sagespring Wealth Partners, LLCWealth manager | 1.3% | $90.2M | 1,485,352 | +6.0% shares | Q3 2026 |
| Arkadios Wealth AdvisorsWealth manager | 0.8% | $49.2M | 816,312 | +7.4% shares | Q2 2026 |
| Childress Capital Advisors, LLCWealth manager | 6.7% | $43.0M | 707,299 | +7.0% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 0.8% | $41.8M | 692,813 | -13.5% shares | Q2 2026 |
| McIlrath & Eck, LLCWealth manager | 3.0% | $40.7M | 736,989 | +8.3% shares | Q1 2026 |
| Victory Financial Group, LLCWealth manager | 3.5% | $37.6M | 618,442 | -3.4% shares | Q3 2026 |
| Woodard & Co Asset Management Group Inc /advAsset manager | 3.8% | $26.2M | 433,835 | -0.8% shares | Q2 2026 |
| AssuredPartners Investment Advisors, LLCInstitutional asset manager | 2.4% | $24.4M | 403,891 | +2.2% shares | Q2 2026 |
| AA Financial Advisors, LLCWealth manager | 2.7% | $22.8M | 376,204 | +17.1% shares | Q3 2026 |
| Milestone Investment Advisors LLCWealth manager | 4.2% | $19.6M | 324,499 | -0.5% shares | Q2 2026 |
| Flagship Wealth Advisors, LLCWealth manager | 4.2% | $18.7M | 310,950 | +83.9% shares | Q2 2026 |
| Stratos Investment Management, LLCInstitutional asset manager | 0.7% | $18.3M | 303,753 | -0.4% shares | Q2 2026 |
| Calton & Associates, Inc.Wealth manager | 2.6% | $17.8M | 294,506 | -2.5% shares | Q2 2026 |
| Summit Financial Wealth Advisors, LLCWealth manager | 2.2% | $17.6M | 289,420 | +196.0% shares | Q3 2026 |
| Regimen Wealth, LLCWealth manager | 4.5% | $16.8M | 278,629 | +1.9% shares | Q2 2026 |
| Prentice Wealth Management LLCWealth manager | 3.0% | $15.0M | 247,269 | +1.4% shares | Q3 2026 |
| Clark Wealth PartnersWealth manager | 7.7% | $14.9M | 245,248 | +2.5% shares | Q3 2026 |
| Independence Financial Advisors, LLCWealth manager | 3.6% | $14.3M | 235,945 | +3.5% shares | Q3 2026 |
| Gts Securities LLCBroker-dealer | 0.3% | $14.2M | 235,485 | — | Q2 2026 |
| Rooted Wealth Advisors, Inc.Wealth manager | 3.5% | $14.2M | 235,327 | +4.8% shares | Q2 2026 |
| Per Stirling Capital Management, LLC.Wealth manager | 1.3% | $13.3M | 219,942 | +0.1% shares | Q2 2026 |
| Performance Wealth Partners, LLCWealth manager | 0.3% | $13.2M | 219,333 | +20.7% shares | Q2 2026 |
| SHP Wealth ManagementWealth manager | 0.9% | $12.7M | 210,776 | +3.8% shares | Q2 2026 |
| Fifth Third Securities, Inc.Wealth manager | 0.6% | $12.6M | 207,824 | -14.8% shares | Q3 2026 |
| Lakeridge Wealth Management LLCWealth manager | 4.6% | $12.5M | 206,657 | -42.3% shares | Q2 2026 |
| Cyr Financial Inc.Wealth manager | 5.4% | $11.1M | 182,288 | +8.6% shares | Q3 2026 |
| PCG Wealth Advisors, LLCWealth manager | 2.5% | $11.0M | 182,800 | +0.5% shares | Q2 2026 |
| Thoroughbred Financial Services, LLCWealth manager | 0.5% | $10.5M | 174,611 | +7.1% shares | Q2 2026 |
The 30 largest of 114 positions, by value. Each manager counts with its latest 13F (Q3 2026: 59, Q2 2026: 52, Q1 2026: 3). Screen FDVV in the grand portfolio →
FDVV stock trades by members of Congress
No member of Congress has disclosed a trade in FDVV.
FDVV questions and answers
Are insiders buying FDVV stock?
No open-market insider purchases or sales of FDVV were filed in the last 90 days.
Which hedge funds own FDVV?
114 13F filers hold FDVV among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Clark Wealth Partners (7.7%), Childress Capital Advisors, LLC (6.7%) and Investment Advisory Services Group LLC (5.9%). In their latest 13Fs, 0 managers opened a new position and 34 added to one.
Has Congress traded FDVV?
No member of Congress has disclosed a trade in FDVV.
Who is the largest holder of FDVV?
Among 13F filers, Retirement Planning Group, LLC reports the largest FDVV position, $176.8M (2,910,814 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Clark Wealth Partners's: 7.7% of its portfolio.
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