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
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 51,9712.1M $0.60 %0.06 %as of Mar 31, 2026
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 50,2992.1M $1.94 %0.06 %as of Apr 30, 2026
NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust 50,2692M $1.01 %0.06 %as of Feb 28, 2026
SMALL CAP EQUITY FUND GuideStone Funds 49,9162M $0.24 %0.06 %as of Mar 31, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 49,9002M $0.56 %0.06 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 49,7312M $0.00 %0.06 %as of Apr 30, 2026
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 49,5802M $0.70 %0.06 %as of Mar 31, 2026
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 49,2532M $0.57 %0.06 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 47,8281.9M $0.01 %0.06 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 47,8222M $0.00 %0.06 %as of Apr 30, 2026
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 46,0001.9M $1.97 %0.05 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 45,7821.8M $0.10 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 45,5461.8M $0.00 %0.05 %as of Mar 31, 2026
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 42,7971.7M $0.95 %0.05 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 42,6871.7M $0.19 %0.05 %as of Feb 28, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 42,1331.7M $0.00 %0.05 %as of Apr 30, 2026
Convergence Long/Short Equity ETF Trust for Professional Managers 41,5721.7M $0.50 %0.05 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 40,8891.6M $0.10 %0.05 %as of Mar 31, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 40,7511.7M $0.29 %0.05 %as of Apr 30, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 40,7161.7M $0.20 %0.05 %as of Apr 30, 2026
WesMark Small Company Fund WesMark Funds 40,4001.6M $1.05 %0.05 %as of Mar 31, 2026
Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI 39,5531.6M $0.40 %0.05 %as of Mar 31, 2026
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 39,3211.6M $0.83 %0.05 %as of Mar 31, 2026
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 39,0001.6M $0.22 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 38,6961.6M $0.01 %0.05 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 37,8631.5M $0.11 %0.05 %as of Mar 31, 2026
Global X U.S. Electrification ETF GLOBAL X FUNDS 37,4631.5M $0.34 %0.04 %as of Apr 30, 2026
Voya MI Dynamic Small Cap Fund Voya Equity Trust 36,8461.5M $0.89 %0.04 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 36,5171.5M $0.02 %0.04 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 36,2141.5M $0.23 %0.04 %as of Mar 31, 2026
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 35,6111.4M $1.17 %0.04 %as of Feb 28, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 35,5731.5M $0.23 %0.04 %as of Apr 30, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 35,2621.4M $0.10 %0.04 %as of Apr 30, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 33,6521.4M $0.45 %0.04 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 32,7131.3M $0.11 %0.04 %as of Feb 28, 2026
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 32,0901.3M $0.19 %0.04 %as of Feb 28, 2026
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 31,4321.3M $0.14 %0.04 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,9691.3M $0.17 %0.04 %as of Apr 30, 2026
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 29,6091.2M $0.49 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 28,8571.2M $0.05 %0.03 %as of Apr 30, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 28,7041.2M $0.21 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 28,3001.1M $0.04 %0.03 %as of Mar 31, 2026
Small-Cap Value Fund Bridgeway Funds, Inc. 28,0001.1M $0.37 %0.03 %as of Mar 31, 2026
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 27,9941.2M $0.18 %0.03 %as of Apr 30, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 27,8461.1M $0.21 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 27,4701.1M $0.06 %0.03 %as of Mar 31, 2026
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 27,3531.1M $1.50 %0.03 %as of Feb 28, 2026
Avantis U.S. Equity ETF American Century ETF Trust 27,0741.1M $0.01 %0.03 %as of Feb 28, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,9951.1M $0.12 %0.03 %as of Mar 31, 2026
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 26,9251.1M $0.01 %0.03 %as of Apr 30, 2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 26,7561.1M $0.21 %0.03 %as of Mar 31, 2026
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 26,7101.1M $0.15 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 25,6751M $0.11 %0.03 %as of Mar 31, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 25,3641M $0.15 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 24,8241M $0.01 %0.03 %as of Apr 30, 2026
Sound Equity Dividend Income ETF Tidal Trust I 24,312987.6K $3.27 %0.03 %as of Feb 28, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 24,202971.5K $0.10 %0.03 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 23,244944.2K $0.11 %0.03 %as of Feb 28, 2026
Embark Small Cap Equity Fund Harbor Funds II 23,184952.9K $0.17 %0.03 %as of Apr 30, 2026
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 22,941920.9K $0.02 %0.03 %as of Mar 31, 2026
Leatherback Long/short Alternative Yield ETF Tidal Trust I 22,673921K $4.43 %0.03 %as of Feb 28, 2026
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 22,557905.4K $0.70 %0.03 %as of Mar 31, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 22,373898.1K $0.21 %0.03 %as of Mar 31, 2026
Hennessy Gas Utility Fund Hennessy Funds Trust 22,272915.4K $0.17 %0.03 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 22,015883.7K $0.01 %0.03 %as of Mar 31, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,778895.1K $0.49 %0.03 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 21,528864.1K $0.11 %0.03 %as of Mar 31, 2026
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 21,499863K $0.14 %0.03 %as of Mar 31, 2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 21,064855.6K $0.43 %0.03 %as of Feb 28, 2026
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 21,031844.2K $0.56 %0.03 %as of Mar 31, 2026
Small Company Fund American Century Quantitative Equity Funds, Inc. 20,473821.8K $0.52 %0.02 %as of Mar 31, 2026
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 18,500751.5K $0.25 %0.02 %as of Feb 28, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 17,800731.6K $0.59 %0.02 %as of Apr 30, 2026
Nuance Concentrated Value Fund Managed Portfolio Series 17,651725.5K $1.70 %0.02 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 17,159688.8K $0.46 %0.02 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 17,044700.5K $0.11 %0.02 %as of Apr 30, 2026
Enterprise Mergers and Acquisitions Fund Gabelli 787 Fund, Inc. 17,000682.4K $1.20 %0.02 %as of Mar 31, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 16,962680.9K $0.02 %0.02 %as of Mar 31, 2026
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 16,700670.3K $0.14 %0.02 %as of Mar 31, 2026
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 16,265668.5K $0.24 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 16,028643.4K $0.11 %0.02 %as of Mar 31, 2026
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 15,906638.5K $0.82 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 15,892653.2K $0.01 %0.02 %as of Apr 30, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 14,961614.9K $0.03 %0.02 %as of Apr 30, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 14,867596.8K $0.02 %0.02 %as of Mar 31, 2026
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 14,670588.9K $0.83 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 14,551584.1K $0.11 %0.02 %as of Mar 31, 2026
Global X Alternative Income ETF GLOBAL X FUNDS 14,444586.7K $1.32 %0.02 %as of Feb 28, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 14,351582.9K $0.26 %0.02 %as of Feb 28, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 14,327575.1K $0.08 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 14,136567.4K $0.00 %0.02 %as of Mar 31, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 13,976561K $0.08 %0.02 %as of Mar 31, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 13,949559.9K $0.40 %0.02 %as of Mar 31, 2026
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 13,613553K $3.92 %0.02 %as of Feb 28, 2026
The Gabelli Value 25 Fund Inc. Gabelli Value 25 Fund Inc 13,000521.8K $0.22 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 12,829527.3K $0.04 %0.02 %as of Apr 30, 2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 12,781513K $0.11 %0.02 %as of Mar 31, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 12,770512.6K $0.01 %0.02 %as of Mar 31, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 12,742511.5K $0.04 %0.02 %as of Mar 31, 2026
WBI Power Factor High Dividend ETF Absolute Shares Trust 12,666508.4K $0.88 %0.02 %as of Mar 31, 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 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
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Titelia. "Fund shareholders of Avista Corp". https://titelia.com/en/stocks/avista-corp-US05379B1070