Titelia

Fund shareholders of Avista Corp

ISIN US05379B1070 · United States · LEI Q0IK63NITJD6RJ47SW96

Fund shareholders
355
Of which ETFs
98 257 other funds
Value held
1.5B $
Share of capital
45.7 % of 83.8M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 4,885,377196.1M $0.21 %5.83 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,593,315104.1M $0.01 %3.10 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,001,84680.4M $0.11 %2.39 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,898,55376.2M $0.05 %2.27 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,207,70048.5M $0.08 %1.44 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 1,186,89547.6M $0.47 %1.42 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 908,02636.4M $0.04 %1.08 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 874,06035.1M $0.43 %1.04 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 807,62933.2M $0.10 %0.96 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 768,61830.9M $0.15 %0.92 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 736,14029.5M $0.21 %0.88 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 698,62128M $0.23 %0.83 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 599,42024.6M $0.64 %0.72 %as of Apr 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 552,02122.4M $0.20 %0.66 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 498,19520M $0.21 %0.59 %as of Mar 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 489,47720.1M $1.89 %0.58 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 486,39719.5M $0.48 %0.58 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 476,96619.4M $0.42 %0.57 %as of Feb 27, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 458,46018.8M $0.68 %0.55 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 422,71817.2M $0.04 %0.50 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 421,07416.9M $0.22 %0.50 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 403,19016.4M $0.11 %0.48 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 395,89116.1M $0.08 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 364,57815M $0.08 %0.44 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 353,84714.4M $0.15 %0.42 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 353,40714.2M $0.58 %0.42 %as of Mar 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 347,99414.3M $1.91 %0.42 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 331,21513.6M $1.50 %0.40 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 330,52613.3M $0.20 %0.39 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 317,06613M $0.01 %0.38 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 316,12112.7M $0.65 %0.38 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 303,98312.2M $0.52 %0.36 %as of Mar 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 300,80012.1M $0.68 %0.36 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 278,63111.3M $0.21 %0.33 %as of Feb 28, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 277,71611.1M $0.38 %0.33 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 268,34411M $0.08 %0.32 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 266,24110.9M $0.15 %0.32 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 259,00010.6M $0.27 %0.31 %as of Apr 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 249,14810M $0.71 %0.30 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 224,2969M $0.22 %0.27 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 201,7078.1M $0.20 %0.24 %as of Mar 31, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 200,0008M $2.22 %0.24 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 195,3737.9M $0.01 %0.23 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 178,3077.3M $0.10 %0.21 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 173,9007M $1.07 %0.21 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 154,1546.3M $0.95 %0.18 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 151,5826.2M $0.00 %0.18 %as of Feb 28, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 146,5705.9M $1.88 %0.18 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST 142,0535.7M $2.97 %0.17 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 137,6475.6M $0.24 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 131,5335.3M $0.11 %0.16 %as of Mar 31, 2026 ↗
Redwheel Next Generation Power Infrastructure Fund ADVISORS' INNER CIRCLE III 131,0715.3M $2.25 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 129,5225.3M $0.21 %0.15 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 125,9905.1M $0.21 %0.15 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 124,4795.1M $0.21 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 121,7294.9M $0.01 %0.15 %as of Feb 28, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 115,8904.7M $0.69 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 112,3014.5M $0.01 %0.13 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 111,4774.5M $0.19 %0.13 %as of Feb 28, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 106,8844.3M $1.69 %0.13 %as of Mar 31, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 106,6274.4M $1.51 %0.13 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 104,4004.3M $0.00 %0.12 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 101,1194.1M $0.23 %0.12 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 98,6884.1M $0.01 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 97,3664M $0.10 %0.12 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 96,0703.9M $0.22 %0.11 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 94,8703.9M $0.22 %0.11 %as of Feb 28, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 94,2703.8M $0.66 %0.11 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 93,7723.9M $0.63 %0.11 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 90,1243.7M $0.01 %0.11 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 86,3613.5M $0.42 %0.10 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 85,6253.5M $0.01 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 85,1453.4M $0.10 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 81,4293.3M $0.09 %0.10 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 80,5713.3M $0.04 %0.10 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 78,6623.2M $0.42 %0.09 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 77,7773.2M $0.14 %0.09 %as of Apr 30, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 76,5493.1M $0.71 %0.09 %as of Mar 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 71,6342.9M $1.74 %0.09 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 70,7432.9M $1.19 %0.08 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 70,0542.8M $0.21 %0.08 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 69,3362.8M $0.12 %0.08 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 69,1832.8M $0.23 %0.08 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 64,0252.6M $0.79 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 63,9602.6M $0.20 %0.08 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 62,8312.6M $0.21 %0.08 %as of Feb 28, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 62,5002.5M $0.02 %0.07 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 62,2022.5M $0.08 %0.07 %as of Mar 31, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 61,0792.5M $0.68 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 59,9642.4M $0.22 %0.07 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 58,7002.4M $0.59 %0.07 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 58,1042.4M $0.14 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 58,0742.3M $0.21 %0.07 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 56,0562.3M $0.13 %0.07 %as of Mar 31, 2026 ↗
1290 VT GAMCO Mergers & Acquisitions Portfolio EQ Advisors Trust 56,0002.2M $1.32 %0.07 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 55,9272.3M $0.25 %0.07 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 54,3142.2M $0.21 %0.06 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 54,0722.2M $0.12 %0.06 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 53,9262.2M $0.11 %0.06 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 52,2122.1M $0.17 %0.06 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Leatherback Long/short Alternative Yield ETF Tidal Trust I 4.43 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 3.92 %as of Feb 28, 2026 ↗
Sound Equity Dividend Income ETF Tidal Trust I 3.27 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST 2.97 %as of Mar 31, 2026 ↗
Redwheel Next Generation Power Infrastructure Fund ADVISORS' INNER CIRCLE III 2.25 %as of Mar 31, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 2.22 %as of Mar 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1.97 %as of Feb 28, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 1.94 %as of Apr 30, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.91 %as of Apr 30, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1.89 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2355+1538,241,715+2.4 %
2026Q1340+637,329,876-1.8 %
2025Q4334-837,997,941+2.1 %
2025Q3342+2037,221,077+4.7 %
2025Q2322+3035,540,755-4.8 %
2025Q1292-1037,331,235+0.3 %
2024Q4302+837,207,858+0.3 %
2024Q3294+1037,106,204-2.1 %
2024Q2284-337,916,127-1.2 %
2024Q1287-838,369,094-2.5 %
2023Q429539,363,021

Institutional managers

396 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.14,243,185571.7M $as of Mar 31, 2026
STATE STREET CORP5,142,977206.4M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC2,538,065101.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,061,68382.8M $as of Mar 31, 2026
MORGAN STANLEY1,698,27968.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,516,16360.9M $as of Mar 31, 2026
Invesco Ltd.1,305,64852.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,190,70947.8M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,030,80441.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP1,015,68140.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,000,62240.2M $as of Mar 31, 2026
Bank of New York Mellon Corp909,88436.5M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC838,82933.7M $as of Mar 31, 2026
NORTHERN TRUST CORP807,11332.4M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC738,35629.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd725,93429.1M $as of Mar 31, 2026
ALGERT GLOBAL LLC638,80725.6K $as of Mar 31, 2026
D. E. Shaw & Co., Inc.604,78424.3M $as of Mar 31, 2026
OLD REPUBLIC INTERNATIONAL CORP597,50024K $as of Mar 31, 2026
GAMCO INVESTORS, INC. ET AL549,73222.1M $as of Mar 31, 2026
SEI INVESTMENTS CO532,51121.4M $as of Mar 31, 2026
FMR LLC530,67321.3M $as of Mar 31, 2026
LSV ASSET MANAGEMENT516,10820.7K $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC491,66919.7M $as of Mar 31, 2026
Nuveen, LLC474,04819M $as of Mar 31, 2026

Declared shareholders of Avista Corp

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.52 %7,011,953as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.27 %4,337,628as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Avista Corp

36 funds declare 58 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
PIMCO Long Duration Credit Bond Portfolio19.6M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND29.6M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND28.3M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF24.7M $as of Feb 28, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND23.8M $as of Feb 28, 2026
Touchstone Funds Group Trust-Touchstone US Quality Bond Fund12.6M $as of Mar 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND21.6M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF21.4M $as of Feb 28, 2026
iShares ESG Aware USD Corporate Bond ETF21.2M $as of Feb 28, 2026
iShares Core Universal USD Bond ETF21M $as of Apr 30, 2026
iShares ESG Aware U.S. Aggregate Bond ETF2760K $as of Feb 28, 2026
PRAXIS IMPACT BOND FUND1749.5K $as of Mar 31, 2026
iShares 10+ Year Investment Grade Corporate Bond ETF2576K $as of Feb 28, 2026
Nuveen Bond Index Fund2531.5K $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF2508.3K $as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND2501K $as of Mar 31, 2026
iShares U.S. Long Credit Bond Index Fund2486.5K $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF2393.4K $as of Mar 31, 2026
Goldman Sachs Access Investment Grade Corporate Bond ETF1255.5K $as of Feb 28, 2026
Schwab U.S. Aggregate Bond ETF2235.2K $as of Mar 31, 2026
VANGUARD TOTAL CORPORATE BOND ETF1194.4K $as of Feb 28, 2026
State Street(R) SPDR Portfolio Corporate Bond ETF1149.8K $as of Mar 31, 2026
Schwab U.S. Aggregate Bond Index Fund2142.8K $as of Feb 28, 2026
TOTAL BOND MARKET INDEX PORTFOLIO2114.4K $as of Mar 31, 2026
U.S. Total Bond Index Master Portfolio183.7K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Avista Corp". https://titelia.com/en/stocks/avista-corp-US05379B1070