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Disclosery

CVSA COVISTA INC

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COM (common), issuer CIK 730464

337 managers (343 13F filers) reported a position in CVSA shares at 2025-03-31, 35,351,986 shares in all. 65 filers opened a position and 32 filers sold out during the quarter.

Managers
337
13F filers
343
New
65
Added
114
Reduced
126
Sold out
32
Shares held by filers
35,351,986

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Beard, Stephen W.officer (Chairman & CEO)2026-10-09-4,667 S$130.769Form 4
Beard, Stephen W.officer (Chairman & CEO)2026-10-08-3,639 S$130.369Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Horizon Investment Services, LLC4,100$413K0.2%new13F-HRTimeline
HighTower Advisors, LLC4,085$411K<0.01%-3,49413F-HRTimeline
MML INVESTORS SERVICES, LLC4,062$409K<0.01%-52413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,008$403K<0.01%-1,32513F-HRTimelineGroup
Pacer Advisors, Inc.3,981$401K<0.01%+24113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…3,793$382K0.01%-12913F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.3,731$375K0.05%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al3,700$372K<0.01%13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC3,690$371K<0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC3,660$368K0.03%-62013F-HRTimeline
Quantinno Capital Management LP3,533$356K<0.01%+30913F-HRTimeline
GHE, LLC3,525$355K0.16%-7013F-HRTimeline
Triumph Capital Management3,481$350K0.12%-18013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,414$344K<0.01%+12913F-HRTimelineGroup
AlphaQuest LLC3,379$340K0.04%+1,80113F-HRTimeline
TradeLink Capital LLC3,243$326K2.01%-2,61713F-HRTimeline
Trek Financial, LLC3,234$325K0.02%-77313F-HRTimeline
ARISTEIA CAPITAL, L.L.C.3,089$311K0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO3,055$307K0.01%new13F-HRTimeline
XPONANCE LLC3,040$306K<0.01%+15113F-HRTimeline
Atom Investors LP3,014$303K0.04%-35,52913F-HRTimeline
Crossmark Global Holdings, Inc.2,867$289K0.01%-2513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,847$287K<0.01%+64013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,800$282K0.01%013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC2,760$278K0.01%+18113F-HRTimeline
Convergence Investment Partners, LLC2,756$277K0.08%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,694$271K<0.01%-2,61313F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP2,666$268K0.02%new13F-HRTimeline
denkapparat Operations GmbH2,638$265K0.28%new13F-HRTimeline
Net Worth Advisory Group2,619$264K0.08%-4613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,559$258K<0.01%+15513F-HRTimelineGroup
Measured Wealth Private Client Group, L…2,527$254K0.08%new13F-HRTimeline
New Age Alpha Advisors, LLC2,483$250K0.01%+52213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,468$248K0.01%-8,11413F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,428$248K0.01%new13F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP2,450$247K<0.01%new13F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,379$239K0.01%-13,87513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,372$239K<0.01%+613F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC2,303$232K<0.01%new13F-HRTimeline
NDVR, Inc.2,284$230K0.23%-4013F-HRTimeline
Kendall Capital Management2,227$224K0.07%new13F-HRTimeline
WOLVERINE TRADING, LLC2,186$223K0.01%new13F-HRTimeline
CHOREO, LLC2,142$216K<0.01%-41013F-HRTimeline
HRT FINANCIAL LP2,141$215K<0.01%-101,78813F-HRTimeline
Longboard Asset Management, LP2,106$212K0.62%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,999$201K<0.01%+1,25113F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd1,912$196K0.04%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD1,800$181K<0.01%-50013F-HRTimeline
GAMMA Investing LLC1,720$173K0.01%+25613F-HR/ATimeline
KBC Group NVin group KBC Group NV1,654$166K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,555$156K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,142$115K<0.01%-6,28313F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,136$114K<0.01%-36113F-HRTimelineGroup
SIGNATUREFD, LLC1,040$105K<0.01%+313F-HRTimeline
DekaBank Deutsche Girozentrale1,022$103K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,009$102K0.01%+21713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,008$99.6K<0.01%+12313F-HRTimelineGroup
Skandinaviska Enskilda Banken AB (publ)953$95.9K<0.01%+94413F-HRTimeline
USA FINANCIAL FORMULAS888$89.4K0.01%+60613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC863$86.9K<0.01%+2013F-HRTimeline
Smartleaf Asset Management LLC838$85.6K0.01%-11813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.790$80K<0.01%-11513F-HRTimelineGroup
GLOBEFLEX CAPITAL L P763$76.8K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…734$73.9K<0.01%-10613F-HRTimeline
Steward Partners Investment Advisory, L…678$68.2K<0.01%013F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC583$58.7K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC535$53.8K<0.01%-43613F-HRTimeline
Center for Financial Planning, Inc.354$35.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…319$32.1K<0.01%+2813F-HRTimelineGroup
Covestor Ltd321$32K0.02%-21613F-HRTimeline
Financial Management Professionals, Inc.309$31.1K<0.01%new13F-HRTimeline
Leonteq Securities AG300$30.2K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…287$28.9K<0.01%+10413F-HRTimelineGroup
Aquatic Capital Management LLC283$28.5K<0.01%-16,59213F-HRTimeline
Wayfinding Financial, LLC239$24K0.01%new13F-HRTimeline
NewEdge Advisors, LLC209$21K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC217$21K<0.01%013F-HRTimeline
Allworth Financial LP187$19.5K<0.01%+2013F-HRTimeline
J.Safra Asset Management Corp181$18.2K<0.01%-113F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC175$18K<0.01%-4413F-HRTimelineGroup
Park Square Financial Group, LLC173$17.4K0.01%new13F-HRTimeline
Parallel Advisors, LLC162$16.3K<0.01%+913F-HRTimeline
SVB WEALTH LLC156$15.7K<0.01%new13F-HRTimeline
Promethos Capital, LLC150$15.1K0.01%013F-HRTimeline
Smithfield Trust Co145$15K<0.01%013F-HRTimeline
UMB Bank, n.a.136$13.7K<0.01%+4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARTLETT & CO. WEALTH MANAGEMENT LLC132$13.3K<0.01%013F-HRTimeline
Matrix Trust Co128$13K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.128$12.9K<0.01%new13F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.125$12.6K<0.01%-44213F-HRTimeline
Brooklyn Investment Group124$12.5K<0.01%new13F-HRTimeline
Versant Capital Management, Inc123$12.4K<0.01%013F-HRTimeline
MATHER GROUP, LLC.118$11.9K<0.01%013F-HRTimeline
Truvestments Capital LLC118$11.9K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.101$10.2K<0.01%-11913F-HRTimeline
BOKF, NAin group BOKF, NA100$10.1K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank100$10.1K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC97$9.76K<0.01%+913F-HRTimeline
Rise Advisors, LLC89$8.96K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB71$7.14K<0.01%013F-HRTimeline
Hemington Wealth Management77$7K<0.01%+3413F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$6.54K<0.01%+1513F-HRTimeline
JFS WEALTH ADVISORS, LLC48$4.83K<0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$4.53K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.43$4.33K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…25$2.52K<0.01%-313F-HRTimelineGroup
Golden State Wealth Management, LLC24$2.42K<0.01%new13F-HR/ATimeline
Manchester Capital Management LLC22$2.21K<0.01%013F-HRTimeline
True Wealth Design, LLC21$2.11K<0.01%+413F-HRTimeline
Geneos Wealth Management Inc.20$2.01K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc20$2.01K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.31K<0.01%+213F-HRTimeline
Horizon Investments, LLC13$1.31K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC13$1.31K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.11$1.11K<0.01%+213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$1.11K<0.01%new13F-HRTimeline
Stephens Consulting, LLC10$1.01K<0.01%new13F-HRTimeline
CVA Family Office, LLC10$1.01K<0.01%013F-HRTimeline
Quarry LP9$906<0.01%-16113F-HRTimeline
Bruce G. Allen Investments, LLC9$906<0.01%+113F-HRTimeline
Global Financial Private Client, LLC9$906<0.01%+613F-HRTimeline
Farther Finance Advisors, LLC8$816<0.01%+113F-HRTimeline
Riggs Asset Managment Co. Inc.8$806<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC54$722<0.01%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6$604<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC6$604<0.01%new13F-HRTimeline
Larson Financial Group LLC5$503<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4$403<0.01%013F-HRTimelineGroup
Abound Wealth Management2$202<0.01%-213F-HRTimeline
HFM Investment Advisors, LLC2$202<0.01%13F-HRTimeline
IFP Advisors, Inc2$201<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$201<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$201<0.01%013F-HRTimeline
Hexagon Capital Partners LLC1$101<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Beard, Stephen W. sold 8,306 CVSA shares between 2026-10-08 and 2026-10-09, Form 4 filed 2026-10-09. 0000730464-26-000057

    Accepted , ingested