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

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because 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
Cite this page

Titelia. "Fund shareholders of Avista Corp". https://titelia.com/en/stocks/avista-corp-US05379B1070