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Disclosery

CVSA COVISTA INC

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COM (common), issuer CIK 730464

368 managers (373 13F filers) reported a position in CVSA shares at 2025-12-31, 34,417,425 shares in all. 49 filers opened a position and 91 filers sold out during the quarter.

Managers
368
13F filers
373
New
49
Added
139
Reduced
139
Sold out
91
Shares held by filers
34,417,425

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,419$561K<0.01%new13F-HRTimelineGroup
PFG Advisors5,349$553K0.03%+1,59113F-HRTimeline
Maryland State Retirement & Pension Sys…5,309$549K0.01%+14013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,290$547K<0.01%-54,84513F-HRTimelineGroup
Amundiin group Amundi5,287$547K<0.01%-1,02013F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments5,180$536K0.03%-1,77013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,946$512K<0.01%-2,36613F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.4,870$504K0.06%013F-HRTimeline
Counterpoint Mutual Funds LLC4,869$504K0.04%new13F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP4,598$476K0.03%new13F-HRTimelineGroup
Cetera Investment Advisers4,537$469K<0.01%+14913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,486$464K<0.01%new13F-HRTimeline
Candriam S.C.A.4,476$463K<0.01%013F-HR/ATimeline
GHE, LLC4,440$459K0.15%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,365$452K0.14%-51213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,003$449K<0.01%+2,04313F-HRTimeline
Caprock Group, LLC4,281$443K0.01%-23413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,165$431K<0.01%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…4,152$430K<0.01%+12413F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd3,987$413K0.18%+3,93013F-HRTimeline
State of Wyoming3,974$411K0.05%-40213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,660$379K0.02%013F-HRTimeline
ClearAlpha Technologies LP3,617$374K1.07%+2,21913F-HRTimeline
Janney Montgomery Scott LLC3,617$374K<0.01%-2,30313F-HRTimeline
Kendall Capital Management3,547$367K0.08%+35513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,403$352K<0.01%-10013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,365$348K<0.01%+47213F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC3,357$347K<0.01%+3713F-HRTimelineGroup
XPONANCE LLC3,321$344K<0.01%+4613F-HRTimeline
Abacus Wealth Partners, LLC3,269$338K0.03%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding3,184$329K+2,384Timeline
Aquatic Capital Management LLC3,176$329K0.01%new13F-HRTimeline
Horizon Investment Services, LLC3,148$326K0.12%-7,67913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,247$321K<0.01%+7713F-HRTimelineGroup
GLOBEFLEX CAPITAL L P3,061$317K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,028$313K<0.01%-64413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,967$307K0.01%013F-HRTimelineGroup
denkapparat Operations GmbH2,958$306K0.17%013F-HRTimeline
Independent Advisor Alliance2,924$303K0.01%+67213F-HRTimeline
Elevated Financial Group LLC2,917$302K0.1%13F-HRTimeline
Ensign Peak Advisors, Inc2,841$294K<0.01%-7,60013F-HR/ATimeline
Crossmark Global Holdings, Inc.2,680$277K<0.01%+9013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,667$276K<0.01%+83113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,633$272K0.01%-76513F-HRTimeline
Keebeck Wealth Management2,628$272K0.03%-1,25313F-HRTimeline
Perbak Capital Partners LLP2,590$268K0.08%-1,02813F-HRTimeline
Sequoia Financial Advisors, LLC2,506$259K<0.01%new13F-HRTimeline
CHOREO, LLC2,468$257K<0.01%-2513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,461$255K<0.01%-41613F-HRTimelineGroup
Merit Financial Group, LLC2,452$254K<0.01%+1,05713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,450$254K<0.01%-113F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC2,352$243K0.01%new13F-HRTimeline
NDVR, Inc.2,314$239K0.2%+12513F-HRTimeline
Cambridge Investment Research Advisors,…2,299$238K<0.01%+2813F-HRTimeline
Abel Hall, LLC2,277$236K0.06%new13F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC2,167$224K<0.01%-14513F-HRTimelineGroup
Measured Wealth Private Client Group, L…2,148$222K0.06%-1,87813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,102$217K0.01%-29813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,065$214K<0.01%new13F-HRTimelineGroup
Aristides Capital LLC2,062$213K0.07%new13F-HR/ATimeline
Graham Capital Management, L.P.2,060$213K0.01%-51313F-HRTimeline
Farringdon Capital, Ltd.2,021$209K0.05%new13F-HRTimeline
MQS Management LLC1,971$204K0.12%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,897$196K0.01%+37613F-HRTimelineGroup
EMC Capital Management1,667$172K0.08%-18313F-HRTimeline
GAMMA Investing LLC1,660$172K0.01%-31813F-HRTimeline
New Age Alpha Advisors, LLC1,642$170K0.01%+4413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,161$120K<0.01%-54913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,133$117K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,124$116K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,111$115K0.01%+37413F-HRTimeline
SIGNATUREFD, LLC1,065$110K<0.01%+2113F-HRTimeline
Vestcor Inc902$93K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …835$86K<0.01%-8,02513F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC761$78.7K<0.01%-18913F-HRTimeline
Clearstead Advisors, LLC674$69.7K<0.01%+49513F-HRTimeline
Smartleaf Asset Management LLC646$67.2K<0.01%-413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.596$61.7K0.01%new13F-HRTimeline
Torren Management, LLC556$57.5K0.03%13F-HRTimeline
DekaBank Deutsche Girozentrale1,022$55K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…520$53.8K<0.01%-1213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.515$53K<0.01%-2,64513F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.473$49K<0.01%+42813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farther Finance Advisors, LLC470$48.6K<0.01%-31513F-HRTimeline
Federation des caisses Desjardins du Qu…470$48.6K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP450$46.6K0.01%-4,13513F-HRTimeline
Blue Trust, Inc.443$45.8K<0.01%+6713F-HRTimeline
Allworth Financial LP377$39K<0.01%+16613F-HRTimeline
Center for Financial Planning, Inc.340$35.2K<0.01%013F-HRTimeline
Employees Retirement System of Texas311$32K<0.01%013F-HRTimeline
UMB Bank, n.a.309$32K<0.01%+4313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FLAGSHIP HARBOR ADVISORS, LLC306$31.7K<0.01%-1,71013F-HRTimeline
DANSKE BANK A/S300$31K<0.01%-9,43513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC303$31K<0.01%new13F-HRTimelineGroup
Essential Partners LLC290$30K0.01%+13113F-HRTimeline
AlphaQuest LLC268$27.7K<0.01%-8,29613F-HRTimeline
Salomon & Ludwin, LLC236$25.9K<0.01%+4813F-HRTimeline
Sterling Capital Management LLC237$24.5K<0.01%+15113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…225$23.3K<0.01%-6413F-HRTimelineGroup
LANARK FINANCIAL, INC.223$23.1K<0.01%+3113F-HRTimeline
VALLEY NATIONAL ADVISERS INC217$22K<0.01%new13F-HRTimeline
Covestor Ltd197$20K0.01%-41013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC159$17.6K<0.01%-313F-HRTimeline
IFP Advisors, Inc164$17K<0.01%+16213F-HRTimeline
Versant Capital Management, Inc155$16K<0.01%+3213F-HRTimeline
Smithfield Trust Co145$15K<0.01%013F-HRTimeline
Parallel Advisors, LLC132$13.7K<0.01%-2113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC132$13.7K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK126$13K<0.01%+2613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…117$12.1K<0.01%-23013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC115$11.9K<0.01%+6013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$11K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.101$10.5K<0.01%013F-HRTimeline
Truvestments Capital LLC100$10.3K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC97$10K<0.01%13F-HRTimeline
Root Financial Partners, LLC92$9.52K<0.01%-3713F-HRTimeline
Sound Income Strategies, LLC80$9.35K<0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC89$9.21K<0.01%-11013F-HRTimelineGroup
True Wealth Design, LLC89$9.21K<0.01%+6613F-HRTimeline
Basecamp Wealth Advisors LLC84$8.69K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC81$8.38K<0.01%-31813F-HRTimeline
SBI Securities Co., Ltd.77$7.97K<0.01%-313F-HRTimeline
Arax Advisory Partners72$7.45K<0.01%-54813F-HRTimeline
PRIVATE TRUST CO NA68$7.04K<0.01%+6713F-HRTimeline
Caitong International Asset Management …58$6K<0.01%-3113F-HR/ATimeline
Optiver Holding B.V.in group Optiver Holding B.V.56$5.79K<0.01%-9613F-HRTimelineGroup
Kemnay Advisory Services Inc.55$5.69K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC52$5.38K<0.01%+413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48$4.97K<0.01%+613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB45$4.66K<0.01%-213F-HRTimeline
Larson Financial Group LLC45$4.66K<0.01%+4213F-HRTimeline
Cygnus Capital Advisors, LLC42$4K<0.01%13F-HRTimeline
Signature Equity Partners, LLC38$3.93K<0.01%13F-HRTimeline
Rossby Financial, LCC27$2.79K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc26$2.69K<0.01%+613F-HRTimeline
Golden State Wealth Management, LLC24$2.48K<0.01%-7613F-HRTimeline
SJS Investment Consulting Inc.23$2.38K<0.01%+1613F-HRTimeline
Manchester Capital Management LLC22$2.28K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21$2.17K<0.01%-113F-HRTimelineGroup
Godfrey Financial Associates, Inc.21$2.17K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…20$2.07K<0.01%13F-HRTimeline
T. Rowe Price Investment Management, In…16$2K<0.01%013F-HR/ATimeline
J.Safra Asset Management Corp18$1.86K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT16$1.66K<0.01%013F-HRTimeline
Global Retirement Partners, LLC14$1.45K<0.01%013F-HRTimeline
Bare Financial Services, Inc12$1.24K<0.01%+413F-HRTimeline
MAI Capital Management11$1.14K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.11$1.14K<0.01%-213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$1.14K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…10$1.03K<0.01%new13F-HRTimeline
CVA Family Office, LLC10$1.03K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC9$931<0.01%+313F-HRTimeline
Fortitude Family Office, LLC6$621<0.01%-1313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5$517<0.01%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC5$517<0.01%+113F-HRTimeline
Ankerstar Wealth, LLC4$414<0.01%13F-HRTimeline
CENTRAL TRUST Co3$311<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$311<0.01%-113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$310<0.01%-50013F-HR/ATimelineGroup
TD Capital Management LLC3$310<0.01%new13F-HRTimeline
Trust Co3$310<0.01%new13F-HRTimeline
Abound Wealth Management2$207<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2$207<0.01%-713F-HRTimeline
Turning Point Benefit Group, Inc.2$206<0.01%013F-HRTimeline
Dunhill Financial, LLC1$126<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1$104<0.01%13F-HRTimeline
Sunbelt Securities, Inc.1$103<0.01%new13F-HRTimeline
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