Covista Inc. (CVSA) — Institutional Holders, Q2 2026 (page 4)
378 institutional investment managers reported a CVSA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 378. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CVSA 13F holders ranked 301–378 of 378
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | JONES FINANCIAL COMPANIES LLLP#301 · 262 sh | 262 | $33.4K | 0.00% | +38.6% |
| 302 | Kilter Group#302 · 235 sh | 235 | $29.3K | 0.01% | +106.1% |
| 303 | Kemnay Advisory Services#303 · 231 sh | 231 | $28.8K | <0.01% | +26.2% |
| 304 | Global Retirement Partners#304 · 206 sh | 206 | $25.7K | <0.01% | — |
| 305 | Triumph Capital Management#305 · 204 sh | 204 | $25.4K | — | New |
| 306 | Smartleaf Asset Management#306 · 198 sh | 198 | $24.5K | <0.01% | 0.0% |
| 307 | Versant Capital Management#307 · 196 sh | 196 | $24.4K | — | 0.0% |
| 308 | ROTHSCHILD INVESTMENT#308 · 194 sh | 194 | $24.2K | <0.01% | +1.6% |
| 309 | NBC SECURITIES#309 · 190 sh | 190 | $23.7K | — | 0.0% |
| 310 | Acumen Wealth Advisors#310 · 182 sh | 182 | $22.7K | <0.01% | +193.5% |
| 311 | WHITTIER OF NEVADA#311 · 159 sh | 159 | $21.6K | <0.01% | 0.0% |
| 312 | Covestor Ltd#312 · 166 sh | 166 | $21.0K | 0.01% | 0.0% |
| 313 | Mitsubishi UFJ Asset Management , Ltd.#313 · 151 sh | 151 | $18.8K | 0.00% | -98.1% |
| 314 | Smithfield#314 · 145 sh | 145 | $18.0K | <0.01% | 0.0% |
| 315 | Measured Wealth Private Client Group#315 · 134 sh | 134 | $16.7K | <0.01% | -52.7% |
| 316 | HUNTINGTON NATIONAL BANK#316 · 134 sh | 134 | $16.7K | <0.01% | +9.8% |
| 317 | IFP Advisors#317 · 129 sh | 129 | $16.1K | — | -21.3% |
| 318 | Sterling Capital Management#318 · 121 sh | 121 | $15.1K | — | -45.2% |
| 319 | MATHER GROUP#319 · 118 sh | 118 | $14.7K | — | 0.0% |
| 320 | Basecamp Wealth Advisors#320 · 115 sh | 115 | $14.3K | <0.01% | 0.0% |
| 321 | GHP Investment Advisors#321 · 101 sh | 101 | $12.6K | — | 0.0% |
| 322 | True Wealth Design#322 · 89 sh | 89 | $11.1K | — | +2.3% |
| 323 | Bare Financial Services#323 · 83 sh | 83 | $10.3K | <0.01% | +72.9% |
| 324 | ASSETMARK#324 · 81 sh | 81 | $10.1K | — | -23.6% |
| 325 | Bayforest Capital Ltd#325 · 78 sh | 78 | $9.7K | <0.01% | New |
| 326 | CVA Family Office#326 · 77 sh | 77 | $9.6K | <0.01% | +22.2% |
| 327 | PRIVATE NA#327 · 71 sh | 71 | $8.9K | — | +4.4% |
| 328 | JFS WEALTH ADVISORS#328 · 69 sh | 69 | $8.6K | <0.01% | +27.8% |
| 329 | Clearstead Advisors#329 · 68 sh | 68 | $8.5K | <0.01% | New |
| 330 | Rockefeller Capital Management L.P.#330 · 66 sh | 66 | $8.2K | 0.00% | -74.0% |
| 331 | WPG Advisers#331 · 58 sh | 58 | $7.2K | <0.01% | 0.0% |
| 332 | Keating Financial Advisory Services#332 · 58 sh | 58 | $7.2K | <0.01% | +16.0% |
| 333 | J.Safra Asset Management#333 · 49 sh | 49 | $6.1K | <0.01% | 0.0% |
| 334 | MassMutual Private Wealth & , FSB#334 · 45 sh | 45 | $5.6K | — | 0.0% |
| 335 | PICTON MAHONEY ASSET MANAGEMENT#335 · 44 sh | 44 | $5.5K | 0.00% | +175.0% |
| 336 | Sachetta#336 · 469 sh | 469 | $5.1K | <0.01% | 0.0% |
| 337 | SJS Investment Consulting#337 · 37 sh | 37 | $4.6K | — | +5.7% |
| 338 | Altshuler Shaham Ltd#338 · 34 sh | 34 | $4.2K | <0.01% | New |
| 339 | BLUE BELL PRIVATE WEALTH MANAGEMENT#339 · 34 sh | 34 | $4.2K | <0.01% | 0.0% |
| 340 | Fortitude Family Office#340 · 32 sh | 32 | $4.0K | — | +33.3% |
| 341 | Fulcrum Asset Management LLP#341 · 32 sh | 32 | $4.0K | <0.01% | New |
| 342 | ACTION POINT FINANCIAL PLANNING#342 · 32 sh | 32 | $3.7K | <0.01% | New |
| 343 | Essential Partners#343 · 28 sh | 28 | $3.5K | — | -90.2% |
| 344 | SBI Securities , Ltd.#344 · 27 sh | 27 | $3.4K | — | -58.5% |
| 345 | Quarry#345 · 25 sh | 25 | $3.1K | <0.01% | New |
| 346 | FARMERS & MERCHANTS INVESTMENTS#346 · 21 sh | 21 | $2.6K | — | 0.0% |
| 347 | Bell Investment Advisors#347 · 21 sh | 21 | $2.6K | <0.01% | -16.0% |
| 348 | Godfrey Financial Associates#348 · 21 sh | 21 | $2.6K | <0.01% | 0.0% |
| 349 | Rossby Financial, LCC#349 · 17 sh | 17 | $2.1K | <0.01% | +30.8% |
| 350 | Larson Financial Group#350 · 15 sh | 15 | $1.9K | 0.00% | New |
| 351 | Creative Capital Management Investments#351 · 15 sh | 15 | $1.9K | <0.01% | New |
| 352 | Bruce G. Allen Investments#352 · 13 sh | 13 | $1.6K | <0.01% | +8.3% |
| 353 | Plante Moran Financial Advisors#353 · 10 sh | 10 | $1.2K | <0.01% | New |
| 354 | DiNuzzo Private Wealth#354 · 10 sh | 10 | $1.2K | — | -9.1% |
| 355 | Wealth Enhancement Services#355 · 10 sh | 10 | $1.2K | — | New |
| 356 | JPL Wealth Management#356 · 9 sh | 9 | $1.1K | <0.01% | 0.0% |
| 357 | Bay Harbor Wealth Management#357 · 9 sh | 9 | $1.1K | <0.01% | +28.6% |
| 358 | HFM Investment Advisors#358 · 8 sh | 8 | $998.00 | <0.01% | +300.0% |
| 359 | CENTRAL#359 · 8 sh | 8 | $998.00 | 0.00% | -27.3% |
| 360 | Ankerstar Wealth#360 · 7 sh | 7 | $873.00 | <0.01% | 0.0% |
| 361 | Rialto Wealth Management#361 · 5 sh | 5 | $624.00 | <0.01% | +66.7% |
| 362 | GILPIN WEALTH MANAGEMENT#362 · 5 sh | 5 | $624.00 | — | +25.0% |
| 363 | Hughes Financial Services#363 · 4 sh | 4 | $499.00 | <0.01% | +300.0% |
| 364 | Trust Co#364 · 3 sh | 3 | $374.00 | — | 0.0% |
| 365 | Caitong International Asset Management , Ltd#365 · 3 sh | 3 | $374.00 | <0.01% | +200.0% |
| 366 | LRI Investments#366 · 3 sh | 3 | $374.00 | 0.00% | New |
| 367 | Abound Wealth Management#367 · 2 sh | 2 | $250.00 | — | 0.0% |
| 368 | Cedar Mountain Advisors#368 · 2 sh | 2 | $249.00 | — | New |
| 369 | Davis Capital Management#369 · 2 sh | 2 | $249.00 | — | New |
| 370 | Dunhill Financial#370 · 1 sh | 1 | $151.00 | 0.00% | 0.0% |
| 371 | DecisionPoint Financial#371 · 1 sh | 1 | $129.00 | 0.00% | New |
| 372 | RAFFA WEALTH MANAGEMENT#372 · 1 sh | 1 | $125.00 | 0.00% | 0.0% |
| 373 | Decker Retirement Planning#373 · 1 sh | 1 | $125.00 | — | 0.0% |
| 374 | Silver Grove Financial Group#374 · 1 sh | 1 | $125.00 | <0.01% | New |
| 375 | Capital Advisors, Ltd.#375 · 1 sh | 1 | $0.00 | 0.00% | New |
| 376 | Evolution Advisers#376 · 3 sh | 3 | $0.00 | 0.00% | New |
| 377 | Navigoe#377 · 3 sh | 3 | $0.00 | 0.00% | New |
| 378 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#378 · 39,858 sh | 39,858 | — | — | -5.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.