Filing Research | CVSA - Covista Inc Com Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	32.0KSH	$4.0M
2	Louisiana State Employees Retirement System	Shares	14.9KSH	$1.9M
3	Police & Firemen's Retirement System of New Jersey	Shares	10.2KSH	$1.3M
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.2KSH	$1.1M
5	Diversified Trust Co	Shares	8.4KSH	$1.1M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.1KSH	$1.0M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.1KSH	$873.7K
8	NorthCrest Asset Manangement, LLC	Shares	6.5KSH	$847.3K
9	Archford Capital Strategies, LLC	Shares	5.8KSH	$725.6K
10	Merit Financial Group, LLC	Shares	5.6KSH	$700.0K
11	PRIVATE CLIENT SERVICES, LLC	Shares	5.5KSH	$686.3K
12	Elevated Financial Group LLC	Shares	5.1KSH	$633.8K
13	JAMES INVESTMENT RESEARCH, INC.	Shares	4.9KSH	$607.8K
14	Abel Hall, LLC	Shares	3.1KSH	$386.6K
15	Crossmark Global Holdings, Inc.	Shares	2.6KSH	$321.2K
16	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.6KSH	$319.4K
17	WORLD EQUITY GROUP, INC.	Shares	2.2KSH	$273.6K
18	Valeo Financial Advisors, LLC	Shares	2.0KSH	$248.8K
19	EverSource Wealth Advisors, LLC	Shares	1.9KSH	$232.5K
20	Spire Wealth Management	Shares	1.8KSH	$224.6K
21	GAMMA Investing LLC	Shares	1.8KSH	$220.5K
22	Revisor Wealth Management LLC	Shares	1.7KSH	$212.9K
23	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.5KSH	$190.6K
24	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.3KSH	$156.1K
25	SIGNATUREFD, LLC	Shares	1.1KSH	$142.6K
26	Center for Financial Planning, Inc.	Shares	935SH	$116.6K
27	HARBOR INVESTMENT ADVISORY, LLC	Shares	793SH	$98.9K
28	Blue Trust, Inc.	Shares	703SH	$87.6K
29	Farther Finance Advisors, LLC	Shares	559SH	$69.6K
30	Golden State Wealth Management, LLC	Shares	532SH	$66.3K
31	TOTH FINANCIAL ADVISORY CORP	Shares	495SH	$61.7K
32	Triumph Capital Management	Shares	204SH	$25.4K
33	Versant Capital Management, Inc	Shares	196SH	$24.4K
34	LANARK FINANCIAL, INC.	Shares	190SH	$23.7K
35	IFP Advisors, Inc	Shares	129SH	$16.1K
36	GHP Investment Advisors, Inc.	Shares	101SH	$12.6K
37	True Wealth Design, LLC	Shares	89SH	$11.1K
38	JFS WEALTH ADVISORS, LLC	Shares	69SH	$8.6K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	47.1KSH	$5.9K
40	MassMutual Private Wealth & Trust, FSB	Shares	45SH	$5.6K
41	Sachetta, LLC	Shares	469SH	$5.1K
42	SJS Investment Consulting Inc.	Shares	37SH	$4.6K
43	Fortitude Family Office, LLC	Shares	32SH	$4.0K
44	SBI Securities Co., Ltd.	Shares	27SH	$3.4K
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	21SH	$2.6K
46	State of Alaska, Department of Revenue	Shares	17.7KSH	$2.2K
47	Creative Capital Management Investments LLC	Shares	15SH	$1.9K
48	Handelsbanken Fonder AB	Shares	11.1KSH	$1.4K
49	DiNuzzo Private Wealth, Inc.	Shares	10SH	$1.2K
50	Wealth Enhancement Trust Services, Inc.	Shares	10SH	$1.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	Elevated Financial Group LLC added	Shares	+1.8K	+$257.0K	$633.8K
2	Valeo Financial Advisors, LLC new	Shares	+2.0K	+$248.8K	$248.8K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$221.5K	$1.3M
4	Merit Financial Group, LLC added	Shares	+1.4K	+$217.1K	$700.0K
5	Revisor Wealth Management LLC new	Shares	+1.7K	+$212.9K	$212.9K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+764	+$173.3K	$873.7K
7	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+1.3K	+$156.1K	$156.1K
8	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+793	+$98.9K	$98.9K
9	Louisiana State Employees Retirement System trimmed	Shares	-400	+$94.1K	$1.9M
10	NorthCrest Asset Manangement, LLC added	Shares	+9	+$87.6K	$847.3K
11	Archford Capital Strategies, LLC added	Shares	+202	+$78.1K	$725.6K
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-107	+$74.4K	$1.1M
13	Blue Trust, Inc. added	Shares	+523	+$66.9K	$87.6K
14	Golden State Wealth Management, LLC new	Shares	+532	+$66.3K	$66.3K
15	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$45.9K	$607.8K
16	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+228	+$40.7K	$190.6K
17	Spire Wealth Management added	Shares	+200	+$40.0K	$224.6K
18	Abel Hall, LLC added	Shares	+11	+$30.4K	$386.6K
19	WORLD EQUITY GROUP, INC. added	Shares	+78	+$29.6K	$273.6K
20	Triumph Capital Management new	Shares	+204	+$25.4K	$25.4K
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+7	+$24.9K	$319.4K
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-464	+$22.5K	$1.0M
23	GAMMA Investing LLC added	Shares	+50	+$22.4K	$220.5K
24	SIGNATUREFD, LLC added	Shares	+79	+$19.9K	$142.6K
25	Crossmark Global Holdings, Inc. trimmed	Shares	-72	+$16.0K	$321.2K
26	Center for Financial Planning, Inc. unchanged	Shares	0	+$8.8K	$116.6K
27	Farther Finance Advisors, LLC added	Shares	+14	+$6.1K	$69.6K
28	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$4.7K	$61.7K
29	EverSource Wealth Advisors, LLC trimmed	Shares	-128	+$2.8K	$232.5K
30	JFS WEALTH ADVISORS, LLC added	Shares	+15	+$2.4K	$8.6K
31	Creative Capital Management Investments LLC new	Shares	+15	+$1.9K	$1.9K
32	Versant Capital Management, Inc unchanged	Shares	0	+$1.8K	$24.4K
33	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.8K	$23.7K
34	Wealth Enhancement Trust Services, Inc. new	Shares	+10	+$1.2K	$1.2K
35	Fortitude Family Office, LLC added	Shares	+8	+$1.2K	$4.0K
36	True Wealth Design, LLC added	Shares	+2	+$1.1K	$11.1K
37	GHP Investment Advisors, Inc. unchanged	Shares	0	+$950	$12.6K
38	Sachetta, LLC unchanged	Shares	0	+$628	$5.1K
39	SJS Investment Consulting Inc. added	Shares	+2	+$579	$4.6K
40	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$424	$5.6K
41	Hughes Financial Services, LLC added	Shares	+3	+$384	$499
42	LRI Investments, LLC new	Shares	+3	+$374	$374
43	PRIVATE CLIENT SERVICES, LLC trimmed	Shares	-447	+$285	$686.3K
44	Cedar Mountain Advisors, LLC new	Shares	+2	+$249	$249
45	Davis Capital Management new	Shares	+2	+$249	$249
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.1K	+$204	$5.9K
47	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$198	$2.6K
48	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$163	$624
49	Handelsbanken Fonder AB unchanged	Shares	0	+$105	$1.4K
50	Trust Co unchanged	Shares	0	+$28	$374

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