FIVA · Insider trading · 13F holders · Congress trades
Fidelity Covington Trust (FIVA)
Who is buying and selling FIVA: 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
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FIVA at a glance
- No open-market insider purchases or sales of FIVA were filed in the last 90 days.
- 9 13F filers hold FIVA among their 50 largest positions, worth $38.1M combined. The biggest bets by portfolio weight are Holland Advisory Services, Inc. (7.4%), Midwest Financial Network, LLC (3.1%) and Roan Capital Partners (2.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in FIVA.
FIVA insider trading
No open-market insider purchases or sales of FIVA were filed in the last 90 days.
Who owns FIVA? Hedge funds and superinvestors
9 13F filers hold FIVA among their 50 largest positions, worth $38.1M combined. The biggest bets by portfolio weight are Holland Advisory Services, Inc. (7.4%), Midwest Financial Network, LLC (3.1%) and Roan Capital Partners (2.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Summit Wealth Group LLC / CoWealth manager | 0.5% | $8.0M | 210,084 | -4.9% shares | Q3 2026 |
| Holland Advisory Services, Inc.Wealth manager | 7.4% | $7.1M | 186,053 | +1.0% shares | Q3 2026 |
| OmniStar Financial Group, Inc.Wealth manager | 2.6% | $5.9M | 156,107 | +7.1% shares | Q3 2026 |
| Midwest Financial Network, LLCWealth manager | 3.1% | $4.6M | 120,822 | +240.1% shares | Q3 2026 |
| Braeburn Wealth Management LLCWealth manager | 1.8% | $4.2M | 110,384 | -1.5% shares | Q3 2026 |
| Roan Capital PartnersWealth manager | 2.8% | $3.9M | 101,306 | +1.1% shares | Q3 2026 |
| Cadent Capital Advisors, LLCWealth manager | 0.6% | $3.0M | 77,691 | +0.3% shares | Q3 2026 |
| Align Financial, LLCWealth manager | 0.5% | $1.1M | 27,970 | -0.4% shares | Q3 2026 |
| Clarity Asset Management, Inc.Wealth manager | 0.2% | $378K | 9,937 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 9). Screen FIVA in the grand portfolio →
FIVA stock trades by members of Congress
No member of Congress has disclosed a trade in FIVA.
FIVA questions and answers
Are insiders buying FIVA stock?
No open-market insider purchases or sales of FIVA were filed in the last 90 days.
Which hedge funds own FIVA?
9 13F filers hold FIVA among their 50 largest positions, worth $38.1M combined. The biggest bets by portfolio weight are Holland Advisory Services, Inc. (7.4%), Midwest Financial Network, LLC (3.1%) and Roan Capital Partners (2.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded FIVA?
No member of Congress has disclosed a trade in FIVA.
Who is the largest holder of FIVA?
Among 13F filers, Summit Wealth Group LLC / Co reports the largest FIVA position, $8.0M (210,084 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Holland Advisory Services, Inc.'s: 7.4% of its portfolio.
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