CVSA — Covista Inc Com Institutional Holders · Q3 2026
Who owns Covista Inc Com (CVSA)? 13 institutions reported holding $1.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Private Client Services, LLC ($728,801), Valeo Financial Advisors, LLC ($241,101), GAMMA Investing LLC ($221,426).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PRIVATE CLIENT SERVICES, LLC | $728,801 | 5,964 | Added |
| 2 | Valeo Financial Advisors, LLC | $241,101 | 1,973 | Trimmed |
| 3 | GAMMA Investing LLC | $221,426 | 1,812 | Added |
| 4 | TOTH FINANCIAL ADVISORY CORP | $79,430 | 650 | Added |
| 5 | GK Wealth Management LLC | $74,218 | 607 | New |
| 6 | Farther Finance Advisors, LLC | $59,389 | 486 | Trimmed |
| 7 | Versant Capital Management, Inc | $23,951 | 196 | Hold |
| 8 | CoreCap Advisors, LLC | $14,420 | 118 | New |
| 9 | MassMutual Private Wealth & Trust, FSB | $5,499 | 45 | Hold |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $611 | 5 | Hold |
| 11 | Trust Co | $367 | 3 | Hold |
| 12 | Davis Capital Management | $244 | 2 | Hold |
| 13 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30