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
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 12,470500.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 12,302505.6K $0.12 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 12,247491.6K $0.11 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,952485.5K $0.04 %0.01 %as of Feb 28, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 11,821485.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 11,403457.7K $0.11 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 11,171448.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 10,881436.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,850435.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 10,219410.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 10,001406.2K $0.33 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,994401.2K $0.11 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,904397.5K $0.11 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 9,670392.8K $0.14 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 9,323383.2K $0.05 %0.01 %as of Apr 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 9,312373.8K $0.21 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,862355.7K $0.11 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 8,830354.4K $0.10 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 8,741359.3K $0.10 %0.01 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,505341.4K $0.09 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,453347.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 8,422342.1K $0.28 %0.01 %as of Feb 28, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,100329K $0.17 %0.01 %as of Feb 28, 2026 ↗
1290 GAMCO Small/Mid Cap Value Fund 1290 Funds 8,000328.8K $0.14 %0.01 %as of Apr 30, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 8,000321.1K $0.07 %0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 8,000321.1K $0.12 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,978327.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 7,944318.9K $0.02 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 7,826314.1K $0.02 %0.01 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 7,500301.1K $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 7,464299.6K $0.25 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 7,192288.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 7,127292.9K $0.96 %0.01 %as of Apr 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 7,069283.7K $0.22 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,896276.8K $0.09 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 6,800273K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,769271.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,759274.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,732270.2K $0.11 %0.01 %as of Mar 31, 2026 ↗
Gabelli Love Our Planet & People ETF Gabelli ETFs Trust 6,480260.1K $1.85 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,377262.1K $0.10 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,375259K $0.03 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 6,201248.9K $0.11 %0.01 %as of Mar 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 6,163247.4K $0.50 %0.01 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 5,920243.3K $0.44 %0.01 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 5,893236.5K $0.19 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,600224.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 5,506223.7K $0.21 %0.01 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 5,494220.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,482220K $0.05 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 5,458224.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 5,413217.3K $0.30 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 5,302212.8K $0.45 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,111205.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 5,068203.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 5,039204.7K $0.07 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 5,023204K $0.06 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,980204.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,818198K $0.00 %0.01 %as of Apr 30, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 4,778191.8K $0.12 %0.01 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 4,680187.9K $0.09 %0.01 %as of Mar 31, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 4,441178.3K $0.12 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 4,408176.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 4,169171.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 3,990164K $0.09 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 3,863156.9K $0.10 %0.00 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 3,750150.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 3,750150.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,611144.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3,608144.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,527143.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,526144.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,425139.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 3,423137.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 3,378137.2K $0.16 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,366138.3K $0.10 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,266131.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,182129.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
LSV U.S. Managed Volatility Fund ADVISORS' INNER CIRCLE FUND 3,041125K $0.47 %0.00 %as of Apr 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 3,007120.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,930120.4K $0.15 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 2,926118.9K $0.22 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,860114.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 2,808112.7K $0.72 %0.00 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 2,763112.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,686107.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,679107.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,536101.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 2,45098.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 2,37397.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,36596.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 2,34796.5K $0.13 %0.00 %as of Apr 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 2,34495.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,28994.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,27792.5K $0.16 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,23989.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 2,09183.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 2,08083.5K $0.37 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 2,06784K $0.01 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,05082.3K $0.01 %0.00 %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