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Disclosery

CVSA COVISTA INC

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COM (common), issuer CIK 730464

349 managers (356 13F filers) reported a position in CVSA shares at 2026-03-31, 34,485,421 shares in all. 39 filers opened a position and 56 filers sold out during the quarter.

Managers
349
13F filers
356
New
39
Added
146
Reduced
131
Sold out
56
Shares held by filers
34,485,421

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Empowered Funds, LLC4,577$528K<0.01%new13F-HR/ATimeline
BOKF, NAin group BOKF, NA4,520$521K0.01%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV4,477$516K<0.01%+3,35313F-HRTimelineGroup
Cetera Investment Advisers4,208$485K<0.01%-32913F-HRTimeline
Merit Financial Group, LLC4,190$483K<0.01%+1,73813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,165$480K<0.01%013F-HRTimeline
Caprock Group, LLC4,140$477K0.01%-14113F-HRTimeline
Horizon Investment Services, LLC4,011$462K0.16%+86313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…3,949$455K0.01%-20313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,654$421K<0.01%-1,29213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,637$419K<0.01%+27213F-HRTimelineGroup
XPONANCE LLC3,625$418K<0.01%+30413F-HRTimeline
Candriam S.C.A.3,591$414K<0.01%-88513F-HRTimeline
Abacus Wealth Partners, LLC3,583$413K0.04%+31413F-HRTimeline
Janney Montgomery Scott LLC3,575$412K<0.01%-4213F-HRTimeline
Brooklyn Investment Group3,567$411K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,533$407K0.01%+2,37213F-HRTimelineGroup
HANCOCK WHITNEY CORP3,487$402K0.01%new13F-HRTimeline
GHE, LLC3,405$392K0.16%-1,03513F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\3,303$381K<0.01%-10013F-HRTimelineGroup
Elevated Financial Group LLC3,269$377K0.12%+35213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,257$375K<0.01%+59013F-HRTimeline
Keebeck Wealth Management3,155$364K0.04%+52713F-HRTimeline
Abel Hall, LLC3,090$356K0.08%+81313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,052$352K<0.01%+98713F-HRTimelineGroup
ROYCE & ASSOCIATES LP3,045$351K<0.01%new13F-HRTimeline
Graham Capital Management, L.P.3,000$346K0.01%+94013F-HRTimeline
denkapparat Operations GmbH2,958$341K0.14%013F-HRTimeline
Ensign Peak Advisors, Inc2,841$327K<0.01%013F-HR/ATimeline
HighTower Advisors, LLC2,831$326K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,828$326K<0.01%+52913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,791$322K0.01%-17613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd2,691$310K0.01%-11,12213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,686$310K<0.01%+43913F-HRTimelineGroup
Crossmark Global Holdings, Inc.2,649$305K<0.01%-3113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,555$294K0.01%-7813F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,540$293K<0.01%13F-HRTimelineGroup
Aristides Capital LLC2,528$291K0.1%+46613F-HRTimeline
Balboa Wealth Partners2,494$287K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,483$286K<0.01%+2213F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC2,462$284K0.03%-3,40213F-HRTimeline
Cambria Investment Management, L.P.2,418$279K0.02%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,385$275K0.02%-1,27513F-HRTimeline
Massar Capital Management, LP2,367$273K0.05%new13F-HRTimeline
CHOREO, LLC2,257$260K<0.01%-21113F-HRTimeline
State of Wyoming2,229$257K0.03%-1,74513F-HRTimeline
WORLD EQUITY GROUP, INC.2,117$244K0.06%new13F-HRTimeline
New Vernon Capital Holdings II LLCin group New Vernon Capital Holdings I…2,070$239K0.18%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,993$230K0.01%+9613F-HR/ATimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC1,973$227K<0.01%-19413F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…1,948$225K<0.01%new13F-HRTimelineGroup
Claro Advisors Inc.1,890$218K0.03%new13F-HRTimeline
BRIGHTON JONES LLC1,844$213K<0.01%new13F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,777$205K0.01%new13F-HRTimelineGroup
Scientech Research LLC1,752$202K0.17%new13F-HRTimeline
GAMMA Investing LLC1,719$198K0.01%+5913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,602$185K0.01%-50013F-HRTimelineGroup
New Age Alpha Advisors, LLC1,585$183K0.01%-5713F-HRTimeline
Vestcor Inc1,450$167K<0.01%+54813F-HRTimeline
Federation des caisses Desjardins du Qu…1,404$162K<0.01%+93413F-HRTimeline
Parkside Financial Bank & Trust1,379$159K0.01%+26813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,301$150K<0.01%+16813F-HRTimeline
SIGNATUREFD, LLC1,065$123K<0.01%013F-HRTimeline
DekaBank Deutsche Girozentrale1,022$118K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.935$108K0.01%+59513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC876$101K<0.01%+11513F-HRTimeline
GLOBEFLEX CAPITAL L P763$87.9K0.01%-2,29813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding737$84.9K-5,327Timeline
HANTZ FINANCIAL SERVICES, INC.726$84K<0.01%+25313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP701$80.8K<0.01%+32413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.688$79.3K0.01%+9213F-HRTimeline
SIMPLEX TRADING, LLC676$77.9K<0.01%+59513F-HRTimeline
Farther Finance Advisors, LLC545$63.6K<0.01%+7513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…546$62.9K<0.01%+2613F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.515$59.4K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP495$57K0.01%+4513F-HRTimeline
MAI Capital Management469$54.1K<0.01%+45813F-HRTimeline
Salomon & Ludwin, LLC380$44.8K<0.01%+14413F-HRTimeline
UMB Bank, n.a.319$36.8K<0.01%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Employees Retirement System of Texas311$36K<0.01%013F-HRTimeline
Parallel Advisors, LLC292$33.7K<0.01%+16013F-HR/ATimeline
Essential Partners LLC287$33.1K0.01%-313F-HRTimeline
Measured Wealth Private Client Group, L…283$32.6K0.01%-1,86513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…254$29.3K<0.01%+13713F-HRTimelineGroup
Sterling Capital Management LLC221$25.5K<0.01%-1613F-HRTimeline
Arax Advisory Partners200$23.4K<0.01%+12813F-HRTimeline
Versant Capital Management, Inc196$22.6K<0.01%+4113F-HRTimeline
Smartleaf Asset Management LLC198$22.6K<0.01%-44813F-HRTimeline
Advisory Services Network, LLC192$22.1K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC191$22K<0.01%+7613F-HRTimeline
LANARK FINANCIAL, INC.190$21.9K<0.01%-3313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP189$21.7K<0.01%+14113F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC183$21.1K<0.01%-28,21013F-HRTimeline
Kemnay Advisory Services Inc.183$21.1K<0.01%+12813F-HRTimeline
Blue Trust, Inc.180$20.7K<0.01%-26313F-HRTimeline
Covestor Ltd166$19K0.01%-3113F-HRTimeline
IFP Advisors, Inc164$18.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC159$18.6K<0.01%013F-HRTimeline
Smithfield Trust Co145$17K<0.01%013F-HRTimeline
Root Financial Partners, LLC134$15.4K<0.01%+4213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK122$14.1K<0.01%-413F-HRTimelineGroup
MATHER GROUP, LLC.118$13.6K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC115$13.3K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC115$13.3K<0.01%+3113F-HRTimeline
Kilter Group LLC114$13.1K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$12.2K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.101$11.6K<0.01%013F-HRTimeline
Truvestments Capital LLC100$11.5K<0.01%013F-HRTimeline
True Wealth Design, LLC87$10K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA68$7.84K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.65$7.49K<0.01%-1213F-HRTimeline
CVA Family Office, LLC63$7.26K<0.01%+5313F-HRTimeline
Acumen Wealth Advisors, LLC62$7.15K<0.01%-3513F-HRTimeline
WPG Advisers, LLC58$6.68K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC54$6.22K<0.01%+213F-HRTimeline
Keating Financial Advisory Services, In…50$5.76K<0.01%+3013F-HRTimeline
J.Safra Asset Management Corp49$5.65K<0.01%+3113F-HRTimeline
Bare Financial Services, Inc48$5.53K<0.01%+3613F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$5.19K<0.01%013F-HRTimeline
Sachetta, LLC469$4.46K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.35$4.03K<0.01%+1213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC34$3.92K<0.01%+2313F-HRTimeline
Bell Investment Advisors, Inc25$2.88K<0.01%-113F-HRTimeline
Fortitude Family Office, LLC24$2.77K<0.01%+1813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…21$2.42K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.21$2.42K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT16$1.84K<0.01%013F-HRTimeline
Rossby Financial, LCC13$1.52K<0.01%-1413F-HRTimeline
Bruce G. Allen Investments, LLC12$1.38K<0.01%+313F-HRTimeline
CENTRAL TRUST Co11$1.27K<0.01%+813F-HRTimeline
Steward Partners Investment Advisory, L…11$1.27K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.11$1.27K<0.01%013F-HRTimeline
JPL Wealth Management, LLC9$1.04K<0.01%new13F-HR/ATimeline
Ankerstar Wealth, LLC7$807<0.01%+313F-HRTimeline
Bay Harbor Wealth Management, LLC7$806<0.01%+213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.4$461<0.01%-5213F-HR/ATimelineGroup
GILPIN WEALTH MANAGEMENT, LLC4$461<0.01%+313F-HRTimeline
Trust Co3$346<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$346<0.01%+113F-HRTimeline
Abound Wealth Management2$231<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$231<0.01%-113F-HRTimeline
Dunhill Financial, LLC1$140<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$115<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1$115<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1$115<0.01%new13F-HRTimeline
Caitong International Asset Management …1$115<0.01%-5713F-HRTimeline
Decker Retirement Planning Inc.1$115<0.01%-36,43413F-HRTimeline
CURIO WEALTH, LLC1$115<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$115<0.01%new13F-HRTimeline

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