FSMD · Insider trading · 13F holders · Congress trades
Fidelity Covington Trust (FSMD)
Who is buying and selling FSMD: 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
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FSMD at a glance
- No open-market insider purchases or sales of FSMD were filed in the last 90 days.
- 27 13F filers hold FSMD among their 50 largest positions, worth $547.4M combined. The biggest bets by portfolio weight are GEN Financial Management, INC. (7.7%), Retirement Planning Group, LLC (7.1%) and Presper Financial Architects, LLC (6.8%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in FSMD.
FSMD insider trading
No open-market insider purchases or sales of FSMD were filed in the last 90 days.
Who owns FSMD? Hedge funds and superinvestors
27 13F filers hold FSMD among their 50 largest positions, worth $547.4M combined. The biggest bets by portfolio weight are GEN Financial Management, INC. (7.7%), Retirement Planning Group, LLC (7.1%) and Presper Financial Architects, LLC (6.8%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Retirement Planning Group, LLCWealth manager | 7.1% | $283.5M | 5,764,974 | +3.6% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 1.5% | $76.1M | 1,439,993 | +17.0% shares | Q2 2026 |
| Advocacy Wealth Management, LLCWealth manager | 1.2% | $32.6M | 616,638 | +8.4% shares | Q2 2026 |
| Liberty Square Wealth Partners LLCWealth manager | 4.5% | $18.8M | 356,575 | +12.3% shares | Q2 2026 |
| Goldstone Financial Group, LLCWealth manager | 1.7% | $18.7M | 353,428 | -1.2% shares | Q2 2026 |
| GEN Financial Management, INC.Wealth manager | 7.7% | $14.2M | 288,911 | -2.9% shares | Q3 2026 |
| AssuredPartners Investment Advisors, LLCInstitutional asset manager | 1.3% | $13.1M | 248,292 | +0.4% shares | Q2 2026 |
| Presper Financial Architects, LLCWealth manager | 6.8% | $13.0M | 246,489 | -0.2% shares | Q2 2026 |
| Prasad Wealth Partners, LLCWealth manager | 2.5% | $10.5M | 197,968 | +0.4% shares | Q2 2026 |
| Bravera WealthWealth manager | 3.3% | $8.7M | 164,967 | +9.7% shares | Q2 2026 |
| Evergreen Private Wealth LLCWealth manager | 2.5% | $6.7M | 126,854 | +1.3% shares | Q2 2026 |
| Fsa Wealth Partners, Inc.Wealth manager | 1.8% | $6.6M | 134,163 | +0.3% shares | Q3 2026 |
| Provident Wealth Management, LLCWealth manager | 2.1% | $5.9M | 119,308 | -27.0% shares | Q3 2026 |
| Laurel Wealth Planning LLCWealth manager | 2.3% | $5.2M | 98,015 | +5.5% shares | Q2 2026 |
| Sterling Manor Financial, LLCWealth manager | 2.9% | $5.0M | 101,813 | -3.8% shares | Q3 2026 |
| Faithward Advisors, LLCWealth manager | 0.6% | $4.8M | 90,309 | — | Q2 2026 |
| Trademark Financial Management, LLCWealth manager | 1.7% | $4.3M | 87,626 | +2.3% shares | Q3 2026 |
| Fortitude Financial, LLCWealth manager | 1.9% | $4.0M | 81,415 | +2.4% shares | Q3 2026 |
| Emerald Advisors, LLCWealth manager | 0.4% | $3.3M | 66,713 | +3.3% shares | Q3 2026 |
| Schuylkill Financial LLCWealth manager | 2.1% | $2.1M | 43,069 | -2.9% shares | Q3 2026 |
| Kuhn & Co Investment CounselWealth manager | 1.1% | $2.0M | 39,883 | +2.5% shares | Q3 2026 |
| Riverbend Wealth Management, LLCWealth manager | 0.8% | $1.8M | 36,480 | +16.5% shares | Q3 2026 |
| Mascagni Wealth Management, Inc.Wealth manager | 1.1% | $1.8M | 35,766 | +14.9% shares | Q3 2026 |
| Hicks Capital Management LLCWealth manager | 1.3% | $1.6M | 29,341 | +0.0% shares | Q3 2026 |
| Nova Wealth Management, Inc.Wealth manager | 0.7% | $1.3M | 24,957 | -14.5% shares | Q2 2026 |
| Roxbury Financial LLCWealth manager | 0.9% | $1.2M | 23,459 | -1.3% shares | Q3 2026 |
| Cedar Point Capital Partners, LLCWealth manager | 0.4% | $778K | 15,820 | +3.9% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 15, Q2 2026: 12). Screen FSMD in the grand portfolio →
FSMD stock trades by members of Congress
No member of Congress has disclosed a trade in FSMD.
FSMD questions and answers
Are insiders buying FSMD stock?
No open-market insider purchases or sales of FSMD were filed in the last 90 days.
Which hedge funds own FSMD?
27 13F filers hold FSMD among their 50 largest positions, worth $547.4M combined. The biggest bets by portfolio weight are GEN Financial Management, INC. (7.7%), Retirement Planning Group, LLC (7.1%) and Presper Financial Architects, LLC (6.8%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded FSMD?
No member of Congress has disclosed a trade in FSMD.
Who is the largest holder of FSMD?
Among 13F filers, Retirement Planning Group, LLC reports the largest FSMD position, $283.5M (5,764,974 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is GEN Financial Management, INC.'s: 7.7% of its portfolio.
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