CovistaCVSA

13F holders, Q1 2026 (March 31)
356holders −16
39new positions
53sold out
10famous investors
$115.21avg. 13F price*

At the end of Q1 2026, 356 institutions reported holding Covista Inc. (CVSA) in their 13F filings, down 16 from Q4 2025. 39 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($602.7M), FMR LLC ($305.9M) and Vanguard Portfolio Management LLC ($279.1M). 10 famous investors held it, including John W. Rogers Jr. (2.5% of Ariel Investments's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Covista Inc.
CUSIP
00737L103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 243Q1 2024Q2 2024: 257Q2 2024Q3 2024: 272Q3 2024Q4 2024: 308Q4 2024Q1 2025: 341Q1 2025Q2 2025: 384Q2 2025Q3 2025: 404Q3 2025Q4 2025: 372Q4 2025Q1 2026: 356Q1 2026Q2 2026: 377Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions39$35.1M
Exits53$61.3M

All 13F filers, Q4 2025 → Q1 2026: 3,431,198 shares bought and 2,961,716 shares sold, net +469,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 356 holders

BlackRock, Inc. 0.01% Reduce -3.0% 5,229,508 $602.7M
FMR LLC 0.02% Add +91.1% 2,654,244 $305.9M
Vanguard Portfolio Management LLC 0.01% — 2,421,606 $279.1M
Ariel Investments 2.49% Add +1.8% 1,931,284 $222.6M
Dimensional Fund Advisors LP 0.04% Add +0.4% 1,773,564 $204.4M
Vanguard Capital Management LLC 0.00% — 1,490,536 $171.8M
State Street Corp. 0.01% Reduce -1.6% 1,349,338 $155.5M
Capital World Investors 0.02% Add +15.8% 1,029,363 $118.6M
Geode Capital Management, LLC 0.01% Reduce -3.9% 854,009 $98.4M
Wellington Management Group LLP 0.02% Reduce -3.5% 816,298 $94.1M
Arrowstreet Capital, Limited Partnership 0.05% Add +0.6% 741,172 $85.4M
Alyeska Investment Group, L.P. 0.22% Add +137.8% 680,171 $78.4M
Franklin Resources Inc. 0.02% Add +1.5% 579,114 $66.7M
Fisher Asset Management 0.02% Reduce -1.9% 565,937 $65.2M
Charles Schwab Investment Management Inc. 0.01% Add +3.6% 500,245 $57.7M
LSV Asset Management 0.12% Add +3.1% 495,020 $57.1M
Two Sigma Investments, LP 0.05% Add +42.3% 494,531 $57.0M
T. Rowe Price Associates Inc. 0.01% Add +1.9% 491,182 $56.6M
Boston Partners 0.06% Add +16.8% 478,007 $55.3M
Morgan Stanley 0.00% Reduce -8.4% 419,195 $48.3M
Northern Trust Corp. 0.01% Reduce -2.0% 414,324 $47.8M
Massachusetts Financial Services Co. 0.02% Reduce -11.3% 410,796 $47.3M
Frontier Capital Management Co. LLC 0.45% Reduce -4.2% 381,161 $43.9M
Goldman Sachs Group Inc. 0.01% Add +51.6% 345,837 $39.9M
Neumeier Poma Investment Counsel LLC 3.25% Add +2.5% 342,087 $39.4M
AQR Capital Management 0.01% Add +42.6% 282,176 $32.5M
Vanguard Fiduciary Trust Co. 0.01% — 237,470 $27.4M
Allianz Asset Management GmbH 0.03% Reduce -55.8% 232,311 $26.8M
Bank of New York Mellon Corp 0.00% Reduce -7.2% 229,702 $26.5M
Bank of America Corp. 0.00% Add +55.0% 228,136 $26.3M
Principal Financial Group Inc. 0.01% Reduce -0.3% 208,953 $24.1M
SG Capital Management LLC 1.87% Reduce -18.4% 197,690 $22.8M
Invesco Ltd. 0.00% Reduce -59.6% 157,475 $18.1M
Algert Global LLC 0.27% Add +4.0% 155,302 $17.9M
Public Sector Pension Investment Board 0.05% Reduce -3.6% 145,822 $16.8M
UBS Group AG 0.00% Add +15.7% 145,074 $16.7M
Nuveen, LLC 0.00% Add +65.3% 141,473 $16.3M
Pacer Advisors, Inc. 0.05% Add +1.4% 138,363 $15.9M
Corient Private Wealth LP 0.02% Add +38.3% 135,986 $15.7M
GW&K Investment Management, LLC 0.14% Reduce -8.7% 133,122 $15.3M
Prudential Financial Inc. 0.02% Add +41.3% 130,397 $15.0M
Westport Asset Management Inc. 6.40% New 125,759 $14.5M
JPMorgan Chase & Co. 0.00% Reduce -19.9% 126,691 $14.4M
Man Group plc 0.03% Add +8.3% 110,280 $12.7M
Rhumbline Advisers 0.01% Reduce -3.1% 97,987 $11.3M
Sei Investments Co. 0.01% Add +216.7% 92,494 $10.7M
Lazard Asset Management LLC 0.02% Add +40.6% 92,324 $10.6M
Citadel Advisors 0.01% Add +66.6% 88,136 $10.2M
Legal & General Group Plc 0.00% Reduce -10.0% 85,476 $9.9M
Millennium Management 0.01% Reduce -47.0% 82,366 $9.5M
First Sabrepoint Capital Management LP 3.77% Reduce -40.7% 80,000 $9.2M
Trexquant Investment LP 0.07% Reduce -60.6% 79,503 $9.2M
Panagora Asset Management Inc. 0.03% Reduce -51.9% 78,574 $9.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.6% 75,054 $8.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +247.9% 73,855 $8.5M
Renaissance Group LLC 0.35% Add +57.3% 73,322 $8.5M
Swiss National Bank 0.00% Reduce -3.6% 69,100 $8.0M
American Century Companies Inc. 0.00% Add +43.6% 68,087 $7.8M
Ameriprise Financial Inc. 0.00% Reduce -4.9% 67,061 $7.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +17.9% 66,179 $7.6M
Allspring Global Investments Holdings, LLC 0.01% Reduce -44.7% 59,995 $7.0M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -15.6% 59,618 $6.9M
Alliancebernstein L.P. 0.00% Add +5.0% 65,378 $6.8M
Hillsdale Investment Management Inc. 0.18% Reduce -7.3% 58,600 $6.8M
Wells Fargo & Company 0.00% Add +5.8% 55,912 $6.4M
Wedge Capital Management L L P 0.12% Reduce -9.9% 54,975 $6.3M
HRT Financial LP 0.02% New 54,624 $6.3M
Bessemer Group Inc. 0.01% Add +41.2% 53,958 $6.2M
Phocas Financial Corp. 0.97% Reduce -57.5% 53,635 $6.2M
Renaissance Technologies 0.01% Reduce -18.8% 50,100 $5.8M
New York State Teachers Retirement System 0.01% Reduce -3.0% 49,192 $5.7M
D. E. Shaw & Co. 0.00% Reduce -30.6% 49,064 $5.7M
Leuthold Group, LLC 0.58% Add +1.6% 47,562 $5.5M
Kestrel Investment Management Corp. 3.26% Reduce -0.6% 47,300 $5.5M
Mackenzie Financial Corp. 0.01% Add +303.6% 43,943 $5.1M
Marshall Wace, LLP 0.01% Add +700.9% 43,398 $5.0M
California State Teachers Retirement System 0.01% Add +21.0% 42,000 $4.8M
BNP Paribas Financial Markets 0.00% Add +132.1% 41,277 $4.8M
Assenagon Asset Management S.A. 0.01% Reduce -72.1% 41,092 $4.7M
LGT Fund Management Co Ltd. 0.20% Reduce -10.0% 40,050 $4.6M
WINTON GROUP Ltd 0.16% Reduce -34.3% 39,794 $4.6M
Envestnet Asset Management Inc. 0.00% Add +84.9% 39,514 $4.6M
Farley Capital L.P. 3.48% No change 37,256 $4.3M
Vident Advisory, LLC 0.04% Add +8.6% 35,977 $4.1M
Raymond James Financial Inc. 0.00% Reduce -7.1% 33,981 $3.9M
Deutsche Bank AG 0.00% Add +10.2% 33,728 $3.9M
Victory Capital Management Inc. 0.00% Reduce -7.7% 33,434 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -17.7% 33,388 $3.9M
Capital Fund Management S.A. 0.03% Reduce -19.5% 32,579 $3.8M
State of Wisconsin Investment Board 0.01% Reduce -15.2% 30,541 $3.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 30,174 $3.5M
Intech Investment Management LLC 0.03% Reduce -22.8% 29,856 $3.4M
Russell Investments Group, Ltd. 0.00% Add +17.2% 29,655 $3.4M
Fifth Third Bancorp 0.01% Add +12745.8% 28,903 $3.3M
Thrivent Financial for Lutherans 0.01% Reduce -17.4% 26,950 $3.1M
Smith Group Asset Management, LLC 0.16% Add +2.9% 26,395 $3.0M
Formula Growth Ltd. 1.32% Reduce -0.1% 25,304 $2.9M
Voya Investment Management LLC 0.00% Reduce -5.5% 23,634 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -5.7% 23,547 $2.7M
State of New Jersey Common Pension Fund D 0.01% Add +3.2% 23,245 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Reduce -11.0% 23,004 $2.7M
GMO 0.01% Add +196.3% 22,614 $2.6M
Atom Investors LP 0.18% New 21,803 $2.5M
ExodusPoint Capital Management, LP 0.02% Reduce -51.0% 21,675 $2.5M
New York State Common Retirement Fund 0.00% Reduce -27.7% 20,723 $2.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% No change 20,700 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +3.6% 20,677 $2.4M
Bank of Montreal 0.00% Add +35.4% 20,476 $2.4M
Sit Investment Associates Inc. 0.05% Add +6.7% 20,200 $2.3M
Ieq Capital, LLC 0.01% Add +33.1% 19,956 $2.3M
Global Alpha Capital Management Ltd. 0.14% Add +10.7% 19,544 $2.3M
Barclays PLC 0.00% Reduce -72.5% 19,341 $2.2M
State of Tennessee, Department of Treasury 0.01% Add +18.6% 19,298 $2.2M
MetLife Investment Management, LLC 0.01% Reduce -6.4% 18,597 $2.1M
NewEdge Wealth, LLC 0.03% Add +53.0% 18,184 $2.1M
Illinois Municipal Retirement Fund 0.03% Reduce -7.4% 17,939 $2.1M
Mariner, LLC 0.00% Add +44.8% 17,756 $2.0M
LGT Capital Partners LTD. 0.11% Add +152.9% 17,700 $2.0M
Qube Research & Technologies Ltd 0.00% Reduce -86.6% 17,484 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.3% 17,309 $2.0M
Cerity Partners LLC 0.00% Add +11.3% 17,179 $2.0M
Edgestream Partners, L.P. 0.06% Add +9.1% 16,508 $1.9M
OP Asset Management Ltd 0.02% Reduce -25.6% 16,315 $1.9M
Janus Henderson Group PLC 0.00% No change 16,297 $1.9M
Quantinno Capital Management LP 0.00% Add +24.1% 16,266 $1.9M
Gotham Asset Management 0.01% Add +15.3% 16,214 $1.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.1% 15,985 $1.8M
Dana Investment Advisors, Inc. 0.05% Add +0.9% 15,849 $1.8M
Natixis Advisors, LLC 0.00% Add +19.2% 15,725 $1.8M
Banque Cantonale Vaudoise 0.07% Reduce -8.5% 15,550 $1.8M
Creative Planning 0.00% Add +94.8% 15,495 $1.8M
Louisiana State Employees Retirement System 0.03% Reduce -7.8% 15,300 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -15.3% 15,090 $1.7M
Susquehanna International Group, LLP 0.00% Add +7.9% 14,843 $1.7M
Bridgewater Associates 0.01% Reduce -66.2% 14,747 $1.7M
Elo Mutual Pension Insurance Co 0.03% Reduce -13.9% 14,117 $1.6M
Clear Creek Financial Management, LLC 0.12% Add +0.5% 14,059 $1.6M
Horizon Investments, LLC 0.02% Add +18.1% 14,053 $1.6M
Vanguard Global Advisers, LLC 0.00% — 14,031 $1.6M
Federated Hermes, Inc. 0.00% Reduce -0.9% 14,029 $1.6M
Jackson Creek Investment Advisors LLC 0.46% Reduce -2.4% 13,576 $1.6M
SG Americas Securities, LLC 0.00% Reduce -94.1% 12,772 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -15.9% 12,723 $1.5M
Ritholtz Wealth Management 0.03% Reduce -9.5% 12,675 $1.5M
Royal Bank of Canada 0.00% Reduce -18.3% 12,270 $1.4M
First Trust Advisors LP 0.00% Reduce -76.8% 12,160 $1.4M
LPL Financial LLC 0.00% Add +5.7% 11,614 $1.3M
Handelsbanken Fonder AB 0.00% No change 11,118 $1.3M
Jane Street Group, LLC 0.00% New 10,675 $1.2M
STRS Ohio 0.00% Reduce -12.1% 10,200 $1.2M
Amalgamated Bank 0.01% Reduce -5.4% 9,978 $1.1M
Campbell & CO Investment Adviser LLC 0.07% New 9,926 $1.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -10.1% 9,806 $1.1M
Arizona State Retirement System 0.01% Reduce -4.6% 9,587 $1.1M
Moran Wealth Management, LLC 0.03% Add +52.8% 9,568 $1.1M
Stifel Financial Corp. 0.00% Add +4.7% 9,512 $1.1M
Canada Pension Plan Investment Board 0.00% Add +3.3% 9,400 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -5.1% 9,328 $1.1M
Diversified Trust Co. 0.02% Add +9.2% 9,263 $1.1M
Evolve Private Wealth, LLC 0.06% Add +4.5% 9,217 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -7.6% 9,069 $1.0M
Trail Ridge Investment Advisors, LLC 0.45% Add +0.2% 9,060 $1.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +38.7% 8,792 $1.0M
Vanguard Investments Australia, Ltd. 0.00% — 8,768 $1.0M
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -28.9% 8,634 $995K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -5.1% 8,534 $984K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -46.9% 8,119 $936K
Cwm, LLC 0.00% Add +16.8% 8,076 $931K
Crown Advisors Management, Inc. 0.61% Reduce -46.7% 8,000 $922K
Tidal Investments LLC 0.00% Add +28.9% 7,966 $918K
Oregon Public Employees Retirement Fund 0.01% Reduce -5.9% 7,847 $904K
KLP Kapitalforvaltning As 0.00% No change 7,800 $899K
Eddie Patel Inc 0.68% Reduce -18.9% 7,730 $891K
Glenmede Trust Co. NA 0.00% No change 7,656 $882K
Brevan Howard Capital Management LP 0.01% Reduce -56.3% 7,609 $877K
Amundi 0.00% Add +40.6% 7,433 $857K
Citigroup Inc. 0.00% Reduce -26.0% 7,295 $841K
Virtus Advisers, LLC 0.40% Reduce -15.7% 7,255 $836K
Teacher Retirement System of Texas 0.00% Reduce -55.6% 7,121 $821K
Mercer Global Advisors Inc. 0.00% Add +56.1% 7,005 $807K
Pathstone Holdings, LLC 0.00% Reduce -1.1% 6,783 $782K
Fieldview Capital Management, LLC 0.22% New 6,645 $766K
HSBC Holdings PLC 0.00% Reduce -43.7% 6,646 $765K
NorthCrest Asset Manangement, LLC 0.02% Reduce -1.5% 6,443 $760K
Trek Financial, LLC 0.04% New 6,581 $758K
Jump Financial, LLC 0.01% New 6,495 $749K
Jefferies Financial Group Inc. 0.01% New 6,360 $733K
Optimize Financial Inc. 0.36% New 6,279 $724K
NewEdge Advisors, LLC 0.00% Reduce -25.9% 6,135 $707K
Focus Partners Wealth 0.00% Add +15.9% 6,129 $706K
Wealth Enhancement Advisory Services, LLC 0.00% Add +209.3% 12,383 $700K
Acadian Asset Management LLC 0.00% Add +1890.8% 6,032 $693K
Private Client Services, LLC 0.21% Add +36.4% 5,952 $686K
Catalyst Funds Management Pty Ltd 0.12% New 5,948 $686K
First Command Advisory Services, Inc. 0.00% No change 5,920 $682K
Pictet Asset Management Holding SA 0.00% Add +8.8% 5,911 $681K
Quadrant Capital Group LLC 0.02% No change 5,787 $667K
Invst, LLC 0.08% Reduce -30.8% 5,778 $666K
Kendall Capital Management 0.13% Add +61.0% 5,712 $658K
Archford Capital Strategies, LLC 0.07% Reduce -28.4% 5,619 $648K
ProShare Advisors LLC 0.00% Reduce -24.0% 5,309 $612K
Summit Global Investments 0.04% No change 5,180 $597K
Independent Advisor Alliance 0.01% Add +76.9% 5,172 $596K
Maryland State Retirement & Pension System 0.01% Reduce -5.4% 5,020 $579K
James Investment Research, Inc. 0.06% Add +0.1% 4,876 $562K
SIH Partners, LLLP 0.02% Reduce -0.1% 4,591 $529K
Empowered Funds, LLC 0.00% New 4,577 $528K
Bokf, NA 0.01% New 4,520 $521K
KBC Group NV 0.00% Add +298.3% 4,477 $516K
Vanguard Personalized Indexing Management, LLC 0.00% Add +43.3% 4,279 $493K
Cetera Investment Advisers 0.00% Reduce -7.3% 4,208 $485K
Merit Financial Group, LLC 0.00% Add +70.9% 4,190 $483K
Public Employees Retirement Association of Colorado 0.00% No change 4,165 $480K
Caprock Group, LLC 0.01% Reduce -3.3% 4,140 $477K
Horizon Investment Services, LLC 0.16% Add +27.4% 4,011 $462K
Mutual of America Capital Management LLC 0.01% Reduce -4.9% 3,949 $455K
Neuberger Berman Group LLC 0.00% Reduce -26.1% 3,654 $421K
Baird Financial Group, Inc. 0.00% Add +8.1% 3,637 $419K
Xponance LLC 0.00% Add +9.2% 3,625 $418K
Candriam S.C.A. 0.00% Reduce -19.8% 3,591 $414K
Abacus Wealth Partners, LLC 0.04% Add +9.6% 3,583 $413K
Janney Montgomery Scott LLC 0.00% Reduce -1.2% 3,575 $412K
Brooklyn Investment Group 0.01% New 3,567 $411K
Tower Research Capital LLC (TRC) 0.01% Add +204.3% 3,533 $407K
Hancock Whitney Corp. 0.01% New 3,487 $402K
Ghe, LLC 0.16% Reduce -23.3% 3,405 $392K
US Bancorp \de 0.00% Reduce -2.9% 3,303 $381K
Elevated Financial Group LLC 0.12% Add +12.1% 3,269 $377K
Captrust Financial Advisors 0.00% Add +22.1% 3,257 $375K
Keebeck Wealth Management 0.04% Add +20.1% 3,155 $364K
Abel Hall, LLC 0.08% Add +35.7% 3,090 $356K
Truist Financial Corp. 0.00% Add +47.8% 3,052 $352K
Royce & Associates LP 0.00% New 3,045 $351K
Graham Capital Management, L.P. 0.02% Add +45.6% 3,000 $346K
denkapparat Operations GmbH 0.14% No change 2,958 $341K
Ensign Peak Advisors, Inc 0.00% No change 2,841 $327K
HighTower Advisors, LLC 0.00% New 2,831 $326K
Cambridge Investment Research Advisors, Inc. 0.00% Add +23.0% 2,828 $326K
Ameritas Investment Partners, Inc. 0.01% Reduce -5.9% 2,791 $322K
XTX Topco Ltd 0.01% Reduce -80.5% 2,691 $310K
Lido Advisors, LLC 0.00% Add +19.5% 2,686 $310K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.2% 2,649 $305K
Evergreen Capital Management LLC 0.01% Reduce -3.0% 2,555 $294K
CIBC Bancorp USA Inc. 0.00% — 2,540 $293K
Aristides Capital LLC 0.10% Add +22.6% 2,528 $291K
Balboa Wealth Partners 0.05% New 2,494 $287K
PNC Financial Services Group, Inc. 0.00% Add +0.9% 2,483 $286K
Navellier & Associates Inc. 0.03% Reduce -58.0% 2,462 $284K
Cambria Investment Management, L.P. 0.02% New 2,418 $279K
Praxis Investment Management Inc. 0.02% Reduce -34.8% 2,385 $275K
Massar Capital Management, LP 0.05% New 2,367 $273K
Choreo, LLC 0.00% Reduce -8.6% 2,257 $260K
State of Wyoming 0.03% Reduce -43.9% 2,229 $257K
World Equity Group, Inc. 0.06% New 2,117 $244K
New Vernon Capital Holdings II LLC 0.18% New 2,070 $239K
EverSource Wealth Advisors, LLC 0.01% Add +5.1% 1,993 $230K
Fred Alger Management, LLC 0.00% Reduce -8.9% 1,973 $227K
Swiss Life Asset Management Ltd 0.00% New 1,948 $225K
Claro Advisors Inc. 0.03% New 1,890 $218K
Brighton Jones LLC 0.00% New 1,844 $213K
Level Four Advisory Services, LLC 0.01% New 1,777 $205K
Scientech Research LLC 0.17% New 1,752 $202K
GAMMA Investing LLC 0.01% Add +3.5% 1,719 $198K
Spire Wealth Management 0.01% Reduce -23.8% 1,602 $185K
New Age Alpha Advisors, LLC 0.01% Reduce -3.5% 1,585 $183K
Vestcor Inc 0.00% Add +60.8% 1,450 $167K
Federation des caisses Desjardins du Quebec 0.00% Add +198.7% 1,404 $162K
Parkside Financial Bank & Trust 0.01% Add +24.1% 1,379 $159K
Exchange Traded Concepts, LLC 0.00% Add +14.8% 1,301 $150K
Signaturefd, LLC 0.00% No change 1,065 $123K
DekaBank Deutsche Girozentrale 0.00% No change 1,022 $118K
Center for Financial Planning, Inc. 0.01% Add +175.0% 935 $108K
Nisa Investment Advisors, LLC 0.00% Add +15.1% 876 $101K
Globeflex Capital L P 0.01% Reduce -75.1% 763 $88K
Nomura Asset Management Co. Ltd. 0.00% No change 737 $85K
Hantz Financial Services, Inc. 0.00% Add +53.5% 726 $84K
Allworth Financial LP 0.00% Add +85.9% 701 $81K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +15.4% 688 $79K
Simplex Trading, LLC 0.00% Add +734.6% 676 $78K
Farther Finance Advisors, LLC 0.00% Add +16.0% 545 $64K
Public Employees Retirement System of Ohio 0.00% Add +5.0% 546 $63K
Daiwa Securities Group Inc. 0.00% No change 515 $59K
Toth Financial Advisory Corp. 0.01% Add +10.0% 495 $57K
MAI Capital Management 0.00% Add +4163.6% 469 $54K
Salomon & Ludwin, LLC 0.00% Add +61.0% 380 $45K
UMB Bank, n.a. 0.00% Add +3.2% 319 $37K
Employees Retirement System of Texas 0.00% No change 311 $36K
Parallel Advisors, LLC 0.00% Add +121.2% 292 $34K
Essential Partners LLC 0.01% Reduce -1.0% 287 $33K
Measured Wealth Private Client Group, LLC 0.01% Reduce -86.8% 283 $33K
Rockefeller Capital Management L.P. 0.00% Add +117.1% 254 $29K
Sterling Capital Management LLC 0.00% Reduce -6.8% 221 $25K
Arax Advisory Partners 0.00% Add +177.8% 200 $23K
Versant Capital Management, Inc 0.00% Add +26.4% 196 $23K
Smartleaf Asset Management LLC 0.00% Reduce -69.3% 198 $23K
Advisory Services Network, LLC 0.00% New 192 $22K
Rothschild Investment LLC 0.00% Add +66.1% 191 $22K
Lanark Financial, Inc. 0.00% Reduce -14.8% 190 $22K
Jones Financial Companies LLLP 0.00% Add +293.8% 189 $22K
Kemnay Advisory Services Inc. 0.00% Add +232.7% 183 $21K
Los Angeles Capital Management LLC 0.00% Reduce -99.4% 183 $21K
Blue Trust, Inc. 0.00% Reduce -59.4% 180 $21K
Covestor Ltd 0.01% Reduce -15.7% 166 $19K
IFP Advisors, Inc 0.00% No change 164 $19K
Whittier Trust Co. of Nevada Inc. 0.00% No change 159 $19K
Smithfield Trust Co 0.00% No change 145 $17K
Root Financial Partners, LLC 0.00% Add +45.6% 134 $15K
Huntington National Bank 0.00% Reduce -3.2% 122 $14K
Mather Group, Llc. 0.00% New 118 $14K
Twin Peaks Wealth Advisors, LLC 0.00% New 115 $13K
Basecamp Wealth Advisors LLC 0.00% Add +36.9% 115 $13K
Kilter Group LLC 0.01% New 114 $13K
Assetmark, Inc. 0.00% No change 106 $12K
GHP Investment Advisors, Inc. 0.00% No change 101 $12K
Truvestments Capital LLC 0.00% No change 100 $12K
True Wealth Design, LLC 0.00% Reduce -2.3% 87 $10K
Private Trust Co. NA 0.00% No change 68 $8K
SBI Securities Co., Ltd. 0.00% Reduce -15.6% 65 $7K
CVA Family Office, LLC 0.00% Add +530.0% 63 $7K
Acumen Wealth Advisors, LLC 0.00% Reduce -36.1% 62 $7K
WPG Advisers, LLC 0.00% New 58 $7K
JFS Wealth Advisors, LLC 0.00% Add +3.9% 54 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +150.0% 50 $6K
J.Safra Asset Management Corp 0.00% Add +172.2% 49 $6K
Bare Financial Services, Inc 0.00% Add +300.0% 48 $6K
MassMutual Private Wealth & Trust, FSB 0.00% No change 45 $5K
Sachetta, LLC 0.00% New 469 $4K
SJS Investment Consulting Inc. 0.00% Add +52.2% 35 $4K
Blue Bell Private Wealth Management, LLC 0.00% Add +209.1% 34 $4K
Bell Investment Advisors, Inc 0.00% Reduce -3.9% 25 $3K
Fortitude Family Office, LLC 0.00% Add +300.0% 24 $3K
Godfrey Financial Associates, Inc. 0.00% No change 21 $2K
Farmers & Merchants Investments Inc. 0.00% No change 21 $2K
Picton Mahoney Asset Management 0.00% No change 16 $2K
Rossby Financial, LCC 0.00% Reduce -51.9% 13 $2K
Bruce G. Allen Investments, LLC 0.00% Add +33.3% 12 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 11 $1K
CENTRAL TRUST Co 0.00% Add +266.7% 11 $1K
Steward Partners Investment Advisory, LLC 0.00% New 11 $1K
JPL Wealth Management, LLC 0.00% New 9 $1K
Ankerstar Wealth, LLC 0.00% Add +75.0% 7 $807
Bay Harbor Wealth Management, LLC 0.00% Add +40.0% 7 $806
Gilpin Wealth Management, LLC 0.00% Add +300.0% 4 $461
Optiver Holding B.V. 0.00% Reduce -92.9% 4 $461
Rialto Wealth Management, LLC 0.00% Add +50.0% 3 $346
Trust Co 0.00% No change 3 $346
Abound Wealth Management 0.00% No change 2 $231
HFM Investment Advisors, LLC 0.00% Reduce -33.3% 2 $231
Dunhill Financial, LLC 0.00% No change 1 $140
Decker Retirement Planning Inc. 0.00% Reduce -100.0% 1 $115
Raffa Wealth Management, LLC 0.00% New 1 $115
Sunbelt Securities, Inc. 0.00% No change 1 $115
Vermillion Wealth Management, Inc. 0.00% New 1 $115
Caitong International Asset Management Co., Ltd 0.00% Reduce -98.3% 1 $115
Curio Wealth, LLC 0.00% New 1 $115
Hughes Financial Services, LLC 0.00% New 1 $115

"% of holder's portfolio" is CVSA's weight in each manager's 13F, not the share of Covista Inc. the manager owns.