CovistaCVSA
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 257 institutions reported holding Covista Inc. (CVSA) in their 13F filings, up 14 from Q1 2024. 46 opened new positions and 33 sold out. The largest holders were BlackRock Inc. ($407.4M), Vanguard Group Inc. ($299.3M) and Dimensional Fund Advisors LP ($215.4M). 10 famous investors held it, including John W. Rogers Jr. (2.2% of Ariel Investments's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Covista Inc.
- Filed as
- ADTALEM GLOBAL ED INC (Q2 2024)
- CUSIP
- 00737L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $34.9M |
| Exits | 33 | $34.0M |
All 13F filers, Q1 2024 → Q2 2024: 4,066,943 shares bought and 3,460,034 shares sold, net +606,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| BlackRock Inc. | 0.01% | Reduce -4.8% | 5,972,328 | $407.4M |
| Vanguard Group Inc. | 0.01% | Reduce -0.8% | 4,388,052 | $299.3M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -3.6% | 3,158,233 | $215.4M |
| Ariel Investments | 2.17% | Reduce -4.5% | 2,941,733 | $200.7M |
| State Street Corp. | 0.00% | Reduce -1.5% | 1,502,284 | $102.5M |
| Invesco Ltd. | 0.02% | Reduce -0.8% | 1,453,800 | $99.2M |
| Pacer Advisors, Inc. | 0.21% | Add +81701.2% | 1,330,088 | $90.7M |
| Wellington Management Group LLP | 0.01% | Reduce -3.6% | 987,450 | $67.4M |
| Capital World Investors | 0.01% | Add +95.6% | 966,441 | $65.9M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 883,993 | $60.3M |
| Fuller & Thaler Asset Management, Inc. | 0.24% | Reduce -0.1% | 817,806 | $55.8M |
| Frontier Capital Management Co. LLC | 0.54% | Add +0.1% | 798,174 | $54.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +0.7% | 794,256 | $54.2M |
| FMR LLC | 0.00% | Reduce -38.8% | 756,887 | $51.6M |
| LSV Asset Management | 0.10% | Add +2360.6% | 644,666 | $44.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.4% | 603,278 | $41.1M |
| SG Capital Management LLC | 6.42% | Add +117.8% | 556,648 | $38.0M |
| Morgan Stanley | 0.00% | Add +0.6% | 526,837 | $35.9M |
| Northern Trust Corp. | 0.01% | Add +4.1% | 491,836 | $33.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.2% | 390,833 | $26.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 326,593 | $22.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.2% | 253,520 | $17.3M |
| D. E. Shaw & Co. | 0.03% | Add +35.0% | 248,994 | $17.0M |
| Cambria Investment Management, L.P. | 1.03% | Add +3.6% | 246,264 | $16.8M |
| Allianz Asset Management GmbH | 0.03% | Add +18.7% | 234,954 | $16.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -6.2% | 208,412 | $14.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +73.6% | 204,614 | $14.0M |
| Norges Bank | 0.00% | Reduce -9.3% | 202,163 | $13.8M |
| Deutsche Bank AG | 0.01% | Add +16.1% | 189,550 | $12.9M |
| Renaissance Technologies | 0.02% | Add +34.3% | 186,800 | $12.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -59.7% | 184,650 | $12.6M |
| Peregrine Capital Management LLC | 0.33% | Reduce -0.3% | 164,677 | $11.2M |
| Bank of America Corp. | 0.00% | Reduce -10.9% | 155,434 | $10.6M |
| Bridgewater Associates | 0.05% | Reduce -41.7% | 149,971 | $10.2M |
| Trexquant Investment LP | 0.15% | Add +98.8% | 146,066 | $10.0M |
| Phocas Financial Corp. | 1.09% | Reduce -1.9% | 140,535 | $9.6M |
| Kestrel Investment Management Corp. | 6.14% | No change | 136,000 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 131,691 | $9.0M |
| Tudor Investment Corporation | 0.10% | Reduce -7.4% | 131,168 | $8.9M |
| Neumeier Poma Investment Counsel LLC | 0.82% | New | 130,580 | $8.9M |
| Atom Investors LP | 0.88% | Add +49.4% | 129,370 | $8.8M |
| Nomura Holdings Inc. | 0.06% | Add +16.1% | 127,370 | $8.7M |
| Wedge Capital Management L L P | 0.15% | Reduce -28.6% | 124,689 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -3.2% | 123,140 | $8.4M |
| Algert Global LLC | 0.28% | Add +30.6% | 122,511 | $8.4M |
| Legal & General Group Plc | 0.00% | Reduce -2.5% | 111,456 | $7.6M |
| Sei Investments Co. | 0.01% | Add +37.5% | 111,265 | $7.6M |
| Man Group plc | 0.02% | Reduce -29.6% | 107,147 | $7.3M |
| Farley Capital L.P. | 6.39% | Add +27.3% | 104,924 | $7.2M |
| Citadel Advisors | 0.01% | Reduce -9.6% | 102,061 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -0.0% | 100,790 | $6.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +111.0% | 97,511 | $6.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -3.4% | 91,538 | $6.2M |
| Public Sector Pension Investment Board | 0.04% | Add +3.0% | 82,752 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +65.4% | 82,359 | $5.6M |
| Swiss National Bank | 0.00% | Reduce -1.9% | 77,100 | $5.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -19.6% | 73,497 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +5.3% | 71,916 | $4.9M |
| First Trust Advisors LP | 0.00% | Add +52.8% | 65,443 | $4.5M |
| Peregrine Asset Advisers, Inc. | 1.71% | New | 63,750 | $4.3M |
| Intrinsic Edge Capital Management LLC | 0.42% | Reduce -84.2% | 63,113 | $4.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -2.2% | 62,511 | $4.3M |
| Clark Estates Inc. | 0.77% | Reduce -8.6% | 60,400 | $4.1M |
| Barclays PLC | 0.00% | Add +68.0% | 59,497 | $4.1M |
| Hillsdale Investment Management Inc. | 0.32% | New | 59,300 | $4.0M |
| Canada Pension Plan Investment Board | 0.00% | Add +79.8% | 57,900 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 54,044 | $3.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -17.3% | 53,513 | $3.6M |
| AQR Capital Management | 0.01% | Reduce -44.0% | 50,017 | $3.4M |
| Comerica Bank | 0.01% | Reduce -47.3% | 48,789 | $3.3M |
| Global Alpha Capital Management Ltd. | 0.24% | Add +48.5% | 48,420 | $3.3M |
| Prudential Financial Inc. | 0.00% | Reduce -11.6% | 47,528 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.4% | 44,924 | $3.1M |
| Teacher Retirement System of Texas | 0.02% | Add +4.3% | 44,193 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +23.4% | 40,311 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -3.8% | 38,237 | $2.6M |
| Millennium Management | 0.00% | Reduce -77.6% | 37,236 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +135.2% | 37,090 | $2.5M |
| GMO | 0.01% | Reduce -13.9% | 34,890 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +122.8% | 34,556 | $2.4M |
| UBS Group AG | 0.00% | Reduce -41.5% | 34,435 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 34,003 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.5% | 33,520 | $2.3M |
| PEAK6 Investments LLC | 0.10% | New | 32,403 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +18.0% | 32,270 | $2.2M |
| Exchange Traded Concepts, LLC | 0.06% | Add +5.7% | 31,850 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 31,714 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -9.5% | 31,702 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -8.2% | 31,218 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 28,866 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | New | 27,456 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +18.4% | 26,156 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.1% | 26,040 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | — | 22,599 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Add +12.4% | 22,461 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 22,435 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -7.5% | 22,080 | $1.5M |
| Oak Family Advisors, LLC | 0.57% | Reduce -4.3% | 21,921 | $1.5M |
| Martingale Asset Management L P | 0.03% | Add +6.9% | 21,450 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.4% | 21,227 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.4% | 21,162 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.52% | New | 20,739 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +4.1% | 20,334 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,841 | $1.4M |
| SummerHaven Investment Management, LLC | 0.88% | Add +1.2% | 19,687 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 19,524 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 19,497 | $1.3M |
| Voya Investment Management LLC | 0.00% | Add +49.3% | 19,182 | $1.3M |
| Neo Ivy Capital Management | 0.26% | — | 19,072 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.6% | 18,900 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +61.6% | 18,547 | $1.3M |
| Danske Bank A/S | 0.00% | Add +6.2% | 18,005 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Add +16.4% | 17,786 | $1.2M |
| Cornercap Investment Counsel Inc. | 0.20% | Reduce -17.1% | 17,784 | $1.2M |
| Candriam S.C.A. | 0.01% | No change | 17,000 | $1.2M |
| Raymond James & Associates | 0.00% | Add +0.1% | 16,878 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Reduce -65.8% | 16,753 | $1.1M |
| Versor Investments LP | 0.20% | Add +63.0% | 16,300 | $1.1M |
| Jupiter Asset Management Ltd. | 0.01% | No change | 15,400 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -15.1% | 15,100 | $1.0M |
| AXS Investments LLC | 0.29% | Add +222.1% | 15,090 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -52.4% | 14,624 | $998K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,598 | $996K |
| Moloney Securities Asset Management, LLC | 0.14% | Reduce -19.9% | 14,584 | $995K |
| STRS Ohio | 0.00% | Reduce -13.0% | 14,100 | $962K |
| Clear Creek Financial Management, LLC | 0.11% | Add +3.4% | 13,378 | $913K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 13,272 | $905K |
| Susquehanna International Group, LLP | 0.00% | Add +192.1% | 13,231 | $902K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -7.2% | 13,112 | $894K |
| Glenmede Trust Co. NA | 0.00% | Add +0.4% | 12,973 | $885K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -4.0% | 12,883 | $879K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -24.2% | 12,823 | $875K |
| Pacific Capital Partners Ltd | 0.58% | No change | 12,803 | $873K |
| Royal Bank of Canada | 0.00% | Add +10.3% | 12,258 | $836K |
| Amalgamated Bank | 0.01% | Reduce -7.9% | 11,527 | $786K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +27.6% | 11,530 | $786K |
| Arizona State Retirement System | 0.01% | Add +0.2% | 10,971 | $748K |
| Gotham Asset Management | 0.01% | Reduce -17.9% | 10,941 | $746K |
| Franklin Resources Inc. | 0.00% | Add +17.1% | 10,871 | $742K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -6.9% | 10,852 | $740K |
| Royce & Associates LP | 0.01% | No change | 10,330 | $705K |
| Brevan Howard Capital Management LP | 0.04% | New | 9,629 | $657K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,518 | $649K |
| Intech Investment Management LLC | 0.01% | New | 9,284 | $633K |
| Praxis Investment Management Inc. | 0.04% | No change | 12,630 | $627K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -12.4% | 9,175 | $626K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.5% | 8,854 | $604K |
| Handelsbanken Fonder AB | 0.00% | No change | 8,195 | $559K |
| Trail Ridge Investment Advisors, LLC | 0.29% | Add +10.3% | 8,132 | $555K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.3% | 8,103 | $553K |
| TradeLink Capital LLC | 1.51% | New | 7,655 | $522K |
| Petrus Trust Company, LTA | 0.05% | Reduce -16.3% | 7,482 | $510K |
| Quantedge Capital Pte Ltd | 0.18% | New | 7,300 | $498K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -88.8% | 7,161 | $488K |
| Sanctuary Advisors, LLC | 0.00% | — | 9,828 | $488K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 6,505 | $444K |
| Mutual Advisors, LLC | 0.01% | New | 5,610 | $442K |
| Pathstone Holdings, LLC | 0.00% | Add +2.7% | 6,210 | $424K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -8.4% | 6,182 | $422K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1354.6% | 6,153 | $420K |
| ProShare Advisors LLC | 0.00% | Reduce -24.0% | 5,993 | $409K |
| Amundi | 0.00% | Reduce -15.9% | 5,969 | $406K |
| HSBC Holdings PLC | 0.00% | Reduce -29.8% | 5,921 | $403K |
| Arkadios Wealth Advisors | 0.03% | New | 5,889 | $402K |
| Cerity Partners LLC | 0.00% | Reduce -3.7% | 5,790 | $395K |
| Calamos Advisors LLC | 0.00% | New | 5,317 | $363K |
| AlphaQuest LLC | 0.05% | New | 5,196 | $354K |
| First Trust Direct Indexing L.P. | 0.02% | Add +3.5% | 4,756 | $324K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -14.7% | 4,660 | $318K |
| State of Wyoming | 0.05% | Reduce -20.6% | 4,530 | $309K |
| Daiwa Securities Group Inc. | 0.00% | No change | 4,516 | $308K |
| Focus Partners Wealth | 0.00% | New | 4,488 | $306K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 4,391 | $300K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,245 | $290K |
| Graham Capital Management, L.P. | 0.02% | New | 4,164 | $284K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.2% | 3,903 | $266K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 3,900 | $266K |
| Advisory Services Network, LLC | 0.01% | New | 3,881 | $265K |
| Bridgefront Capital, LLC | 0.11% | New | 3,867 | $264K |
| Caprock Group, LLC | 0.01% | New | 3,813 | $260K |
| Neuberger Berman Group LLC | 0.00% | New | 3,693 | $252K |
| LPL Financial LLC | 0.00% | New | 3,616 | $247K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 3,575 | $244K |
| Atria Investments, Inc | 0.00% | New | 3,559 | $243K |
| Counterpoint Mutual Funds LLC | 0.06% | New | 3,468 | $237K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.1% | 3,431 | $234K |
| Great Lakes Advisors, LLC | 0.00% | New | 3,263 | $223K |
| Cetera Investment Advisers | 0.00% | New | 3,262 | $223K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 3,134 | $214K |
| Bayesian Capital Management, LP | 0.02% | New | 3,020 | $206K |
| WINTON GROUP Ltd | 0.01% | Reduce -96.9% | 2,937 | $200K |
| Quantinno Capital Management LP | 0.00% | New | 2,933 | $200K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | Reduce -79.9% | 2,462 | $168K |
| Gladius Capital Management LP | 0.14% | New | 2,081 | $142K |
| Penserra Capital Management LLC | 0.00% | New | 2,058 | $140K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,910 | $130K |
| Group One Trading LLC | 0.00% | New | 1,440 | $98K |
| KBC Group NV | 0.00% | No change | 1,254 | $86K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,138 | $78K |
| Signaturefd, LLC | 0.00% | No change | 1,037 | $71K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -6.2% | 1,023 | $70K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.2% | 995 | $68K |
| CIBC Private Wealth Group LLC | 0.00% | Add +23.8% | 990 | $68K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,022 | $67K |
| GAMMA Investing LLC | 0.01% | Add +116.7% | 804 | $55K |
| CoreCap Advisors, LLC | 0.01% | New | 801 | $55K |
| Blue Trust, Inc. | 0.00% | Add +14.2% | 991 | $51K |
| Sound Income Strategies, LLC | 0.00% | Add +210.0% | 713 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 678 | $46K |
| Covestor Ltd | 0.03% | Reduce -10.6% | 673 | $46K |
| Walleye Capital LLC | 0.00% | Reduce -78.6% | 635 | $43K |
| Quarry LP | 0.02% | New | 625 | $43K |
| Quadrant Capital Group LLC | 0.00% | Add +184.2% | 486 | $33K |
| Cwm, LLC | 0.00% | Add +9.8% | 459 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 383 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -79.9% | 420 | $29K |
| Fifth Third Bancorp | 0.00% | Add +9.5% | 277 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | Add +358.3% | 275 | $19K |
| Smartleaf Asset Management LLC | 0.00% | New | 263 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -79.7% | 232 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 220 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.9% | 216 | $15K |
| Allworth Financial LP | 0.00% | No change | 167 | $13K |
| LGT Financial Advisors LLC | 0.03% | No change | 186 | $13K |
| Promethos Capital, LLC | 0.00% | No change | 150 | $10K |
| Federated Hermes, Inc. | 0.00% | New | 147 | $10K |
| Smithfield Trust Co | 0.00% | No change | 145 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 149 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 132 | $9K |
| Innealta Capital, LLC | 0.00% | New | 131 | $9K |
| Headlands Technologies LLC | 0.00% | Reduce -88.0% | 130 | $9K |
| Mather Group, Llc. | 0.00% | No change | 133 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 88 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 84 | $6K |
| Eagle Bay Advisors LLC | 0.00% | No change | 65 | $4K |
| EntryPoint Capital, LLC | 0.00% | Reduce -69.3% | 63 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 46 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 45 | $3K |
| UMB Bank, n.a. | 0.00% | Add +144.4% | 44 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 40 | $3K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 38 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| Sachetta, LLC | 0.00% | New | 87 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 26 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 22 | $2K |
| J.Safra Asset Management Corp | 0.00% | New | 18 | $1K |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 15 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +30.0% | 13 | $887 |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $819 |
| WR Wealth Planners, LLC | 0.00% | No change | 10 | $682 |
| CVA Family Office, LLC | 0.00% | New | 10 | $682 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 8 | $546 |
| Global Retirement Partners, LLC | 0.00% | No change | 8 | $546 |
| Abound Wealth Management | 0.00% | No change | 5 | $342 |
| Larson Financial Group LLC | 0.00% | New | 5 | $341 |
| Huntington National Bank | 0.00% | New | 4 | $273 |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $135 |
"% of holder's portfolio" is CVSA's weight in each manager's 13F, not the share of Covista Inc. the manager owns.