8 institutions reported holding $1.3M of COVISTA INC (ATGE) in SEC 13F filings for 2026-06-30. Largest institutional holders: PRIVATE CLIENT SERVICES, LLC ($686,253), Valeo Financial Advisors, LLC ($248,821), GAMMA Investing LLC ($220,524), HARBOR INVESTMENT ADVISORY, LLC ($98,855), Versant Capital Management, Inc ($24,433). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $686,253 | 5,505 | Trimmed |
| 2 | Valeo Financial Advisors, LLC | $248,821 | 1,996 | New |
| 3 | GAMMA Investing LLC | $220,524 | 1,769 | Added |
| 4 | HARBOR INVESTMENT ADVISORY, LLC | $98,855 | 793 | New |
| 5 | Versant Capital Management, Inc | $24,433 | 196 | Hold |
| 6 | MassMutual Private Wealth & Trust, FSB | $5,610 | 45 | Hold |
| 7 | Cedar Mountain Advisors, LLC | $249 | 2 | New |
| 8 | Assenagon Asset Management S.A. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30