CovistaCVSA
13F holders, Q4 2024 (December 31)308holders +36
52new positions
22sold out
11famous investors
$90.87avg. 13F price*
At the end of Q4 2024, 308 institutions reported holding Covista Inc. (CVSA) in their 13F filings, up 36 from Q3 2024. 52 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($544.2M), Vanguard Group Inc. ($417.3M) and Dimensional Fund Advisors LP ($251.2M). 11 famous investors held it, including John W. Rogers Jr. (2.0% of Ariel Investments's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Covista Inc.
- Filed as
- ADTALEM GLOBAL ED INC (Q4 2024)
- CUSIP
- 00737L103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $96.2M |
| Exits | 22 | $16.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,669,934 shares bought and 3,458,723 shares sold, net −788,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| BlackRock, Inc. | 0.01% | Add +1.8% | 5,990,212 | $544.2M |
| Vanguard Group Inc. | 0.01% | Add +1.8% | 4,593,345 | $417.3M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -7.1% | 2,764,807 | $251.2M |
| Ariel Investments | 2.03% | Reduce -7.1% | 2,093,204 | $190.2M |
| State Street Corp. | 0.01% | Add +0.2% | 1,529,336 | $138.9M |
| Capital World Investors | 0.01% | Add +5.2% | 1,016,441 | $92.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.5% | 865,525 | $78.7M |
| Wellington Management Group LLP | 0.01% | Reduce -15.0% | 845,067 | $76.8M |
| LSV Asset Management | 0.17% | Reduce -7.3% | 806,400 | $73.3M |
| SG Capital Management LLC | 7.24% | Reduce -9.4% | 724,065 | $65.8M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +0.6% | 679,289 | $61.7M |
| Frontier Capital Management Co. LLC | 0.57% | Reduce -6.8% | 658,806 | $59.9M |
| Alyeska Investment Group, L.P. | 0.21% | Add +19.5% | 609,428 | $55.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.8% | 573,633 | $52.1M |
| Morgan Stanley | 0.00% | Reduce -16.5% | 510,782 | $46.4M |
| Northern Trust Corp. | 0.01% | Add +4.9% | 474,224 | $43.1M |
| Neumeier Poma Investment Counsel LLC | 3.57% | Add +59.2% | 405,530 | $36.8M |
| Boston Partners | 0.04% | New | 390,950 | $36.0M |
| Invesco Ltd. | 0.01% | Add +19.5% | 390,932 | $35.5M |
| FMR LLC | 0.00% | Reduce -11.3% | 380,242 | $34.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 356,088 | $32.4M |
| Renaissance Technologies | 0.04% | Add +21.9% | 317,800 | $28.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +13.7% | 311,697 | $28.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 276,099 | $25.1M |
| Allianz Asset Management GmbH | 0.03% | Reduce -22.6% | 258,735 | $23.5M |
| Cambria Investment Management, L.P. | 1.34% | Reduce -1.9% | 241,771 | $22.0M |
| Nomura Holdings Inc. | 0.11% | Add +19.6% | 226,317 | $20.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.6% | 200,624 | $18.2M |
| Intrinsic Edge Capital Management LLC | 2.10% | Reduce -56.5% | 170,329 | $15.5M |
| Kestrel Investment Management Corp. | 7.27% | No change | 145,000 | $13.2M |
| Millennium Management | 0.01% | Reduce -29.7% | 139,690 | $12.7M |
| Tudor Investment Corporation | 0.13% | Add +0.3% | 132,806 | $12.1M |
| Phocas Financial Corp. | 1.59% | Reduce -0.9% | 131,014 | $11.9M |
| Balyasny Asset Management L.P. | 0.03% | Add +799.2% | 130,176 | $11.8M |
| Jane Street Group, LLC | 0.02% | Add +7.5% | 129,732 | $11.8M |
| Norges Bank | 0.00% | Reduce -12.9% | 122,802 | $11.2M |
| Citadel Advisors | 0.01% | New | 116,725 | $10.6M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 116,046 | $10.5M |
| Legal & General Group Plc | 0.00% | Add +1.8% | 110,527 | $10.0M |
| HRT Financial LP | 0.05% | Add +349.7% | 103,929 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 102,319 | $9.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -38.3% | 101,944 | $9.3M |
| UBS Group AG | 0.00% | Add +148.5% | 101,610 | $9.2M |
| Prudential Financial Inc. | 0.01% | Add +6.5% | 101,438 | $9.2M |
| Pier Capital, LLC | 1.30% | New | 100,315 | $9.1M |
| Peregrine Asset Advisers, Inc. | 3.25% | Add +14.2% | 97,207 | $8.8M |
| Corient Private Wealth LP | 0.01% | Add +1907.5% | 96,077 | $8.7M |
| Public Sector Pension Investment Board | 0.04% | Add +16.9% | 93,428 | $8.5M |
| American Century Companies Inc. | 0.00% | Add +5.4% | 90,341 | $8.2M |
| First Trust Advisors LP | 0.01% | Add +27.3% | 89,993 | $8.2M |
| Cubist Systematic Strategies, LLC | 0.13% | Reduce -25.1% | 89,000 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +23.8% | 88,782 | $8.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -43.5% | 87,336 | $7.9M |
| Cibc World Market Inc. | 0.02% | Add +22.3% | 87,212 | $7.9M |
| Trexquant Investment LP | 0.09% | Add +68.8% | 86,738 | $7.9M |
| Farley Capital L.P. | 6.53% | Reduce -13.6% | 84,424 | $7.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -17.8% | 83,618 | $7.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -1.2% | 83,040 | $7.5M |
| Point72 Asset Management | 0.02% | Add +480.9% | 81,900 | $7.4M |
| Algert Global LLC | 0.17% | Add +43.9% | 81,171 | $7.4M |
| Bank of America Corp. | 0.00% | Reduce -39.9% | 79,338 | $7.2M |
| Wedge Capital Management L L P | 0.13% | Reduce -8.3% | 78,677 | $7.1M |
| ExodusPoint Capital Management, LP | 0.07% | New | 75,546 | $6.9M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -19.3% | 74,921 | $6.8M |
| NewSquare Capital LLC | 0.54% | Add +3.2% | 74,384 | $6.8M |
| Swiss National Bank | 0.00% | Add +0.9% | 74,100 | $6.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.7% | 71,428 | $6.5M |
| Bridgewater Associates | 0.03% | Reduce -38.4% | 67,107 | $6.1M |
| Deutsche Bank AG | 0.00% | Add +19.7% | 67,054 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +20.0% | 66,846 | $6.1M |
| Barclays PLC | 0.00% | Add +0.1% | 66,756 | $6.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +4.2% | 65,130 | $5.9M |
| Hillsdale Investment Management Inc. | 0.28% | Add +0.5% | 60,080 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +265.6% | 59,872 | $5.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -30.9% | 59,787 | $5.4M |
| New York State Teachers Retirement System | 0.01% | Add +5.2% | 56,986 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +200.5% | 55,360 | $5.0M |
| Citigroup Inc. | 0.00% | Add +6.4% | 54,313 | $4.9M |
| Sei Investments Co. | 0.01% | Reduce -34.9% | 49,177 | $4.5M |
| AQR Capital Management | 0.01% | Reduce -2.4% | 48,724 | $4.4M |
| Teacher Retirement System of Texas | 0.02% | Add +21.1% | 47,547 | $4.3M |
| Lazard Asset Management LLC | 0.01% | Add +100.2% | 47,201 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +254.2% | 46,460 | $4.2M |
| Comerica Bank | 0.02% | Add +13.1% | 45,904 | $4.2M |
| Two Sigma Investments, LP | 0.01% | New | 45,600 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +121.1% | 45,438 | $4.1M |
| Global Alpha Capital Management Ltd. | 0.28% | Reduce -13.7% | 41,780 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.6% | 41,073 | $3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 38,874 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Add +28.6% | 38,693 | $3.5M |
| Atom Investors LP | 0.43% | Reduce -56.5% | 38,543 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +2.3% | 37,635 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 35,234 | $3.2M |
| Formula Growth Ltd. | 1.08% | New | 35,000 | $3.2M |
| Leuthold Group, LLC | 0.37% | New | 34,067 | $3.1M |
| GMO | 0.01% | Add +2.9% | 33,995 | $3.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.5% | 33,469 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.7% | 32,975 | $3.0M |
| Prescott Group Capital Management, L.L.C. | 0.37% | New | 30,000 | $2.7M |
| New York State Common Retirement Fund | 0.00% | No change | 29,603 | $2.7M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -62.7% | 29,400 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.1% | 28,979 | $2.6M |
| Calamos Advisors LLC | 0.02% | New | 27,844 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Reduce -47.4% | 27,822 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +11.7% | 24,116 | $2.5M |
| Intech Investment Management LLC | 0.02% | Add +48.6% | 26,814 | $2.4M |
| Raymond James Financial Inc. | 0.00% | — | 26,063 | $2.4M |
| Exchange Traded Concepts, LLC | 0.05% | Add +4.2% | 25,005 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.7% | 23,917 | $2.2M |
| Engineers Gate Manager LP | 0.04% | Reduce -46.6% | 23,239 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +6.8% | 22,721 | $2.1M |
| Voya Investment Management LLC | 0.00% | Add +4.2% | 21,910 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.5% | 21,360 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 21,339 | $1.9M |
| Ritholtz Wealth Management | 0.06% | Add +1.6% | 21,247 | $1.9M |
| AXA S.A. | 0.01% | New | 21,200 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -0.9% | 20,638 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +15.4% | 20,518 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 19,961 | $1.8M |
| Danske Bank A/S | 0.01% | Add +4.9% | 19,872 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,841 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 19,732 | $1.8M |
| Amundi | 0.00% | Add +184.9% | 18,906 | $1.8M |
| Credit Agricole S A | 0.01% | Add +68.2% | 19,504 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.6% | 18,100 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.50% | Reduce -32.2% | 18,095 | $1.6M |
| Candriam S.C.A. | 0.01% | No change | 17,000 | $1.5M |
| CWA Asset Management Group, LLC | 0.08% | Add +22.2% | 16,958 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | Add +54.8% | 16,875 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 16,297 | $1.5M |
| Brevan Howard Capital Management LP | 0.04% | Add +185.7% | 16,254 | $1.5M |
| Gotham Asset Management | 0.01% | Add +15.4% | 15,646 | $1.4M |
| Integrated Quantitative Investments LLC | 0.67% | — | 15,031 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -0.0% | 14,686 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,598 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.1% | 14,255 | $1.3M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -1.5% | 13,613 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | New | 13,300 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 12,959 | $1.2M |
| Pacific Capital Partners Ltd | 0.68% | No change | 12,803 | $1.2M |
| STRS Ohio | 0.00% | Add +10.4% | 12,700 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 12,631 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 12,178 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +8.9% | 11,945 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +23.4% | 11,751 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -11.1% | 11,703 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 11,298 | $1.0M |
| Caxton Associates LP | 0.03% | No change | 11,180 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -13.6% | 11,083 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -1.6% | 10,968 | $996K |
| Arizona State Retirement System | 0.01% | Add +1.0% | 10,939 | $994K |
| XTX Topco Ltd | 0.08% | New | 10,582 | $961K |
| Fox Run Management, L.L.C. | 0.17% | Add +26.9% | 10,475 | $952K |
| Summit Global Investments | 0.05% | New | 9,423 | $856K |
| Versor Investments LP | 0.14% | Reduce -62.3% | 9,222 | $838K |
| Los Angeles Capital Management LLC | 0.00% | New | 9,199 | $836K |
| Royal Bank of Canada | 0.00% | Reduce -10.2% | 8,883 | $807K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.1% | 8,775 | $797K |
| Acadian Asset Management LLC | 0.00% | New | 8,621 | $782K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.2% | 8,575 | $779K |
| Handelsbanken Fonder AB | 0.00% | Add +2.4% | 8,395 | $763K |
| Entropy Technologies, LP | 0.08% | New | 8,232 | $748K |
| Trail Ridge Investment Advisors, LLC | 0.35% | Add +1.4% | 8,026 | $729K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.7% | 8,004 | $727K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 7,976 | $725K |
| KLP Kapitalforvaltning As | 0.00% | — | 7,900 | $718K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 7,579 | $689K |
| Point72 (DIFC) Ltd | 0.06% | Add +9.0% | 7,453 | $677K |
| State of Wyoming | 0.09% | Add +66.7% | 7,447 | $677K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +106.3% | 7,425 | $675K |
| HSBC Holdings PLC | 0.00% | Add +34.8% | 6,956 | $634K |
| SG Americas Securities, LLC | 0.00% | Reduce -32.5% | 6,832 | $621K |
| Smith Group Asset Management, LLC | 0.05% | New | 6,759 | $614K |
| Bryce Point Capital, LLC | 0.17% | — | 6,299 | $572K |
| Bank of Montreal | 0.00% | Reduce -88.5% | 6,242 | $567K |
| Sigma Planning Corp | 0.02% | New | 6,000 | $545K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 5,960 | $541K |
| TradeLink Capital LLC | 5.25% | New | 5,860 | $532K |
| Cerity Partners LLC | 0.00% | Reduce -13.2% | 5,985 | $520K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 5,683 | $516K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.2% | 5,680 | $516K |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Add +18.5% | 5,589 | $508K |
| Atria Investments, Inc | 0.01% | Add +17.8% | 5,562 | $505K |
| Focus Partners Wealth | 0.00% | New | 5,420 | $492K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.2% | 5,333 | $485K |
| BNP Paribas Financial Markets | 0.00% | Reduce -61.2% | 5,307 | $482K |
| Petrus Trust Company, LTA | 0.05% | Reduce -6.8% | 5,299 | $481K |
| Pictet Asset Management Holding SA | 0.00% | Add +24.3% | 5,275 | $479K |
| Aigen Investment Management, LP | 0.08% | New | 4,831 | $439K |
| MML Investors Services, LLC | 0.00% | Add +7.2% | 4,586 | $417K |
| LPL Financial LLC | 0.00% | New | 4,437 | $403K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.7% | 4,348 | $395K |
| Vestcor Inc | 0.01% | New | 4,338 | $394K |
| Caprock Group, LLC | 0.01% | Add +16.7% | 4,291 | $390K |
| Praxis Investment Management Inc. | 0.03% | Reduce -66.1% | 4,280 | $389K |
| Nebula Research & Development LLC | 0.05% | New | 4,269 | $388K |
| Bailard, Inc. | 0.01% | New | 4,171 | $379K |
| Tidal Investments LLC | 0.00% | Add +51.7% | 4,041 | $367K |
| Trek Financial, LLC | 0.03% | Add +11.6% | 4,007 | $364K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.2% | 3,922 | $356K |
| Hudson Portfolio Management LLC | 0.34% | Reduce -19.8% | 3,840 | $349K |
| Pacer Advisors, Inc. | 0.00% | Reduce -99.7% | 3,740 | $340K |
| NewEdge Wealth, LLC | 0.01% | New | 3,726 | $339K |
| Neuberger Berman Group LLC | 0.00% | Add +3.5% | 3,722 | $338K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +125.4% | 3,661 | $333K |
| Triumph Capital Management | 0.11% | New | 3,661 | $333K |
| Aristides Capital LLC | 0.10% | New | 3,659 | $332K |
| Ghe, LLC | 0.13% | Reduce -4.3% | 3,595 | $327K |
| Creative Planning | 0.00% | New | 3,548 | $322K |
| Cibc World Markets Corp. | 0.00% | New | 3,508 | $319K |
| US Bancorp \de | 0.00% | Add +4.8% | 3,285 | $298K |
| Quantinno Capital Management LP | 0.00% | Add +5.4% | 3,224 | $293K |
| Verition Fund Management LLC | 0.00% | Reduce -79.3% | 3,059 | $278K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 2,998 | $272K |
| Oak Family Advisors, LLC | 0.11% | Reduce -86.1% | 2,982 | $271K |
| Xponance LLC | 0.00% | New | 2,889 | $262K |
| Jump Financial, LLC | 0.01% | Reduce -54.2% | 2,885 | $262K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.6% | 2,892 | $262K |
| Spire Wealth Management | 0.01% | New | 2,800 | $254K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +558.6% | 2,766 | $251K |
| Centiva Capital, LP | 0.01% | Reduce -78.6% | 2,711 | $246K |
| Net Worth Advisory Group | 0.07% | Reduce -3.8% | 2,665 | $242K |
| Invst, LLC | 0.03% | Reduce -2.5% | 2,652 | $241K |
| Trust Investment Advisors | 0.15% | New | 2,604 | $237K |
| Evergreen Capital Management LLC | 0.01% | New | 2,579 | $234K |
| Envestnet Asset Management Inc. | 0.00% | New | 2,577 | $234K |
| Gallacher Capital Management LLC | 0.12% | New | 2,572 | $234K |
| Choreo, LLC | 0.00% | Reduce -12.2% | 2,552 | $230K |
| Vontobel Holding Ltd. | 0.00% | New | 2,404 | $218K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -82.2% | 2,366 | $215K |
| NDVR, Inc. | 0.20% | New | 2,324 | $211K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -94.1% | 2,300 | $209K |
| Baird Financial Group, Inc. | 0.00% | New | 2,207 | $201K |
| New Age Alpha Advisors, LLC | 0.01% | New | 1,961 | $178K |
| Bayforest Capital Ltd | 0.22% | — | 1,932 | $176K |
| KBC Group NV | 0.00% | Add +31.9% | 1,654 | $150K |
| AlphaQuest LLC | 0.02% | Reduce -88.9% | 1,578 | $143K |
| Federated Hermes, Inc. | 0.00% | Add +18.3% | 1,497 | $136K |
| GAMMA Investing LLC | 0.01% | Add +13.8% | 1,464 | $133K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -76.5% | 1,037 | $94K |
| Signaturefd, LLC | 0.00% | No change | 1,037 | $94K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,022 | $92K |
| Sterling Capital Management LLC | 0.00% | Add +774.8% | 971 | $88K |
| Smartleaf Asset Management LLC | 0.01% | Add +196.9% | 956 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.8% | 885 | $84K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -10.4% | 905 | $82K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.6% | 843 | $77K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.2% | 840 | $76K |
| Parkside Financial Bank & Trust | 0.01% | Add +4850.0% | 792 | $72K |
| R Squared Ltd | 0.07% | — | 770 | $70K |
| Globeflex Capital L P | 0.01% | No change | 763 | $69K |
| Cwm, LLC | 0.00% | Add +6.5% | 748 | $68K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 678 | $62K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -12.4% | 567 | $51K |
| Covestor Ltd | 0.03% | Add +4.3% | 537 | $49K |
| Quadrant Capital Group LLC | 0.00% | No change | 486 | $44K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -81.5% | 354 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.0% | 291 | $26K |
| USA Financial Formulas | 0.00% | New | 282 | $26K |
| Bessemer Group Inc. | 0.00% | Add +44.1% | 219 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 220 | $20K |
| Caitong International Asset Management Co., Ltd | 0.02% | — | 219 | $20K |
| Valley National Advisers Inc. | 0.00% | New | 217 | $19K |
| LGT Financial Advisors LLC | 0.04% | No change | 186 | $17K |
| Allworth Financial LP | 0.00% | No change | 167 | $17K |
| Fifth Third Bancorp | 0.00% | Reduce -38.0% | 183 | $17K |
| J.Safra Asset Management Corp | 0.00% | Add +12.3% | 182 | $16K |
| Quarry LP | 0.00% | Reduce -54.9% | 170 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -32.9% | 153 | $14K |
| Promethos Capital, LLC | 0.00% | No change | 150 | $14K |
| Smithfield Trust Co | 0.00% | No change | 145 | $13K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 132 | $12K |
| Versant Capital Management, Inc | 0.00% | Add +207.5% | 123 | $11K |
| Truvestments Capital LLC | 0.00% | No change | 118 | $11K |
| Mather Group, Llc. | 0.00% | Reduce -11.3% | 118 | $11K |
| UMB Bank, n.a. | 0.00% | No change | 91 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +4.8% | 88 | $8K |
| MAI Capital Management | 0.00% | New | 75 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 71 | $6K |
| Group One Trading LLC | 0.00% | Reduce -21.8% | 61 | $6K |
| Rothschild Investment LLC | 0.00% | Add +66.7% | 50 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 47 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 45 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 41 | $4K |
| Hemington Wealth Management | 0.00% | Add +34.4% | 43 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 22 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -23.1% | 20 | $2K |
| Principal Securities, Inc. | 0.00% | New | 20 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 17 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 16 | $1K |
| WR Wealth Planners, LLC | 0.00% | No change | 10 | $909 |
| CVA Family Office, LLC | 0.00% | No change | 10 | $909 |
| Global Retirement Partners, LLC | 0.00% | Add +25.0% | 10 | $909 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -18.2% | 9 | $818 |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 9 | $811 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 8 | $727 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 8 | $722 |
| Farther Finance Advisors, LLC | 0.00% | No change | 7 | $636 |
| Sachetta, LLC | 0.00% | New | 32 | $615 |
| Larson Financial Group LLC | 0.00% | No change | 5 | $454 |
| Abound Wealth Management | 0.00% | No change | 4 | $364 |
| Huntington National Bank | 0.00% | No change | 4 | $363 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $273 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $182 |
| IFP Advisors, Inc | 0.00% | New | 2 | $182 |
"% of holder's portfolio" is CVSA's weight in each manager's 13F, not the share of Covista Inc. the manager owns.