FVAL · Insider trading · 13F holders · Congress trades
Fidelity Covington Trust (FVAL)
Who is buying and selling FVAL: 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
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FVAL at a glance
- No open-market insider purchases or sales of FVAL were filed in the last 90 days.
- 18 13F filers hold FVAL among their 50 largest positions, worth $150.8M combined. The biggest bets by portfolio weight are Goodwin Investment Advisory (14.1%), Beacon Advisors Holdings, LLC (7.2%) and Custos Family Office, LLC (5.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in FVAL.
FVAL insider trading
No open-market insider purchases or sales of FVAL were filed in the last 90 days.
Who owns FVAL? Hedge funds and superinvestors
18 13F filers hold FVAL among their 50 largest positions, worth $150.8M combined. The biggest bets by portfolio weight are Goodwin Investment Advisory (14.1%), Beacon Advisors Holdings, LLC (7.2%) and Custos Family Office, LLC (5.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| High Probability Advisors, LLCWealth manager | 4.2% | $37.2M | 460,446 | +3.8% shares | Q3 2026 |
| Dynamic Advisor Solutions LLCWealth manager | 0.8% | $27.5M | 340,415 | +2.6% shares | Q3 2026 |
| B. Riley Wealth Advisors, Inc.Wealth manager | 0.8% | $21.3M | 264,270 | — | Q3 2026 |
| Beacon Advisors Holdings, LLCWealth manager | 7.2% | $14.9M | 184,928 | +0.9% shares | Q3 2026 |
| Custos Family Office, LLCWealth manager | 5.8% | $9.6M | 123,100 | +0.4% shares | Q2 2026 |
| Condor Capital ManagementWealth manager | 0.7% | $9.3M | 118,961 | +1.9% shares | Q2 2026 |
| Goodwin Investment AdvisoryWealth manager | 14.1% | $7.0M | 89,747 | +12.8% shares | Q2 2026 |
| Cedar Point Capital Partners, LLCWealth manager | 3.1% | $5.4M | 66,559 | +2.2% shares | Q3 2026 |
| Primoris Wealth Advisors, LLCWealth manager | 1.7% | $3.7M | 45,803 | -2.1% shares | Q3 2026 |
| Bouvel Investment Partners, LLCWealth manager | 0.8% | $3.3M | 40,948 | +4.1% shares | Q3 2026 |
| Prism Advisors, Inc.Wealth manager | 0.7% | $2.7M | 33,185 | +0.0% shares | Q3 2026 |
| Forbes Financial Planning, Inc.Wealth manager | 1.0% | $1.9M | 23,538 | -4.4% shares | Q3 2026 |
| Midwest Financial Network, LLCWealth manager | 1.1% | $1.7M | 20,714 | — | Q3 2026 |
| Spectrum Investment Advisors, Inc.Institutional asset manager | 0.6% | $1.5M | 18,860 | +16.6% shares | Q2 2026 |
| Traub Capital Management LLCWealth manager | 1.2% | $1.4M | 17,605 | -4.0% shares | Q2 2026 |
| Ethos Capital Management, Inc.Wealth manager | 0.7% | $933K | 11,976 | -29.6% shares | Q2 2026 |
| Ballast Financial Advisors LLCWealth manager | 0.8% | $835K | 10,336 | +6.4% shares | Q3 2026 |
| UMB Private Wealth Management, LLCHedge fund | 0.6% | $647K | 8,008 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 6). Screen FVAL in the grand portfolio →
FVAL stock trades by members of Congress
No member of Congress has disclosed a trade in FVAL.
FVAL questions and answers
Are insiders buying FVAL stock?
No open-market insider purchases or sales of FVAL were filed in the last 90 days.
Which hedge funds own FVAL?
18 13F filers hold FVAL among their 50 largest positions, worth $150.8M combined. The biggest bets by portfolio weight are Goodwin Investment Advisory (14.1%), Beacon Advisors Holdings, LLC (7.2%) and Custos Family Office, LLC (5.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded FVAL?
No member of Congress has disclosed a trade in FVAL.
Who is the largest holder of FVAL?
Among 13F filers, High Probability Advisors, LLC reports the largest FVAL position, $37.2M (460,446 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Goodwin Investment Advisory's: 14.1% of its portfolio.
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