Filing Research | AVA - AVISTA CORP Institutional Holdings

Snapshot holdings

50 / 83 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	301.3KSH	$12.3M
2	CONGRESS ASSET MANAGEMENT CO	Shares	273.4KSH	$11.2M
3	CWA Asset Management Group, LLC	Shares	167.8KSH	$6.9M
4	MOODY ALDRICH PARTNERS LLC	Shares	132.9KSH	$5.4M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	131.9KSH	$5.4M
6	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	112.1KSH	$4.6M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	58.9KSH	$2.4M
8	Y-Intercept (Hong Kong) Ltd	Shares	55.5KSH	$2.3M
9	GRACE & WHITE INC /NY	Shares	48.4KSH	$2.0M
10	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	42.5KSH	$1.7M
11	Assenagon Asset Management S.A.	Shares	39.9KSH	$1.6M
12	NAPLES GLOBAL ADVISORS, LLC	Shares	36.4KSH	$1.5M
13	Louisiana State Employees Retirement System	Shares	36.2KSH	$1.5M
14	BURNEY CO/	Shares	34.1KSH	$1.4M
15	RICHARDS, MERRILL & PETERSON, INC.	Shares	29.7KSH	$1.2M
16	Police & Firemen's Retirement System of New Jersey	Shares	24.8KSH	$1.0M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	22.9KSH	$961.3K
18	HENNESSY ADVISORS INC	Shares	22.9KSH	$935.7K
19	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	21.9KSH	$895.5K
20	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	19.6KSH	$801.9K
21	Apella Capital, LLC	Shares	19.2KSH	$791.0K
22	Intrua Financial, LLC	Shares	17.2KSH	$702.9K
23	BENJAMIN EDWARDS INC	Shares	17.1KSH	$698.5K
24	JAMES INVESTMENT RESEARCH, INC.	Shares	16.1KSH	$657.6K
25	MBM WEALTH CONSULTANTS, LLC	Shares	14.0KSH	$571.5K
26	Merit Financial Group, LLC	Shares	13.3KSH	$546.1K
27	First Pacific Financial	Shares	9.4KSH	$383.0K
28	Sequoia Financial Advisors, LLC	Shares	9.3KSH	$378.9K
29	D.A. DAVIDSON & CO.	Shares	8.9KSH	$362.6K
30	Sowell Financial Services LLC	Shares	8.8KSH	$361.0K
31	Avant Financial Advisors LLC	Shares	8.1KSH	$331.3K
32	Venturi Wealth Management, LLC	Shares	7.8KSH	$319.9K
33	Counterpoint Mutual Funds LLC	Shares	7.8KSH	$318.3K
34	Envestnet Portfolio Solutions, Inc.	Shares	7.2KSH	$294.2K
35	FIRST CITIZENS BANK & TRUST CO	Shares	7.0KSH	$287.6K
36	Farther Finance Advisors, LLC	Shares	6.2KSH	$255.0K
37	Crossmark Global Holdings, Inc.	Shares	6.0KSH	$247.5K
38	IFM Investors Pty Ltd	Shares	5.8KSH	$238.5K
39	Longboard Asset Management, LP	Shares	5.5KSH	$225.3K
40	IFP Advisors, Inc	Shares	4.2KSH	$172.8K
41	GAMMA Investing LLC	Shares	3.1KSH	$125.2K
42	EverSource Wealth Advisors, LLC	Shares	1.9KSH	$79.2K
43	SIGNATUREFD, LLC	Shares	1.7KSH	$68.2K
44	Versant Capital Management, Inc	Shares	1.6KSH	$64.0K
45	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.5KSH	$61.4K
46	Cedar Mountain Advisors, LLC	Shares	769SH	$31.5K
47	Financial Perspectives, Inc	Shares	768SH	$31.4K
48	OLD REPUBLIC INTERNATIONAL CORP	Shares	597.5KSH	$24.5K
49	EASTERN BANK	Shares	542SH	$22.2K
50	Princeton Global Asset Management LLC	Shares	512SH	$20.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 85 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+181.3K	+$7.5M	$11.2M
2	Assenagon Asset Management S.A. new	Shares	+39.9K	+$1.6M	$1.6M
3	CWA Asset Management Group, LLC added	Shares	+19.6K	+$914.4K	$6.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.9K	+$628.9K	$961.3K
5	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+13.4K	+$553.3K	$801.9K
6	Sound Income Strategies, LLC added	Shares	+7.2K	+$360.2K	$12.3M
7	Counterpoint Mutual Funds LLC new	Shares	+7.8K	+$318.3K	$318.3K
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+6.4K	+$287.7K	$1.7M
9	Merit Financial Group, LLC added	Shares	+3.4K	+$147.8K	$546.1K
10	NAPLES GLOBAL ADVISORS, LLC added	Shares	+2.4K	+$123.4K	$1.5M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$121.2K	$1.0M
12	BURNEY CO/ added	Shares	+1.7K	+$95.9K	$1.4M
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.3K	+$95.6K	$2.4M
14	MBM WEALTH CONSULTANTS, LLC added	Shares	+1.6K	+$76.7K	$571.5K
15	IFP Advisors, Inc added	Shares	+1.4K	+$58.2K	$172.8K
16	SIGNATUREFD, LLC added	Shares	+1.1K	+$45.0K	$68.2K
17	HENNESSY ADVISORS INC added	Shares	+600	+$41.7K	$935.7K
18	GRACE & WHITE INC /NY unchanged	Shares	0	+$37.3K	$2.0M
19	Louisiana State Employees Retirement System added	Shares	+100	+$31.9K	$1.5M
20	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+212	+$25.4K	$895.5K
21	Sequoia Financial Advisors, LLC added	Shares	+233	+$16.5K	$378.9K
22	Venturi Wealth Management, LLC added	Shares	+253	+$16.2K	$319.9K
23	Intrua Financial, LLC trimmed	Shares	-13	+$12.7K	$702.9K
24	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$12.4K	$657.6K
25	GAMMA Investing LLC added	Shares	+212	+$10.9K	$125.2K
26	Farther Finance Advisors, LLC added	Shares	+185	+$9.0K	$255.0K
27	Versant Capital Management, Inc added	Shares	+186	+$8.7K	$64.0K
28	SJS Investment Consulting Inc. added	Shares	+208	+$8.5K	$8.9K
29	Avant Financial Advisors LLC unchanged	Shares	0	+$6.2K	$331.3K
30	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$4.7K	$247.5K
31	IFM Investors Pty Ltd unchanged	Shares	0	+$4.5K	$238.5K
32	Longboard Asset Management, LP unchanged	Shares	0	+$4.2K	$225.3K
33	True Wealth Design, LLC added	Shares	+54	+$2.3K	$4.6K
34	JFS WEALTH ADVISORS, LLC added	Shares	+45	+$1.9K	$2.7K
35	HORIZON FINANCIAL SERVICES, LLC new	Shares	+36	+$1.5K	$1.5K
36	SBI Securities Co., Ltd. added	Shares	+25	+$1.0K	$1.3K
37	Creative Capital Management Investments LLC new	Shares	+16	+$655	$655
38	Princeton Global Asset Management LLC added	Shares	+6	+$630	$20.9K
39	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$596	$31.5K
40	Financial Perspectives, Inc unchanged	Shares	0	+$591	$31.4K
41	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$525	$61.4K
42	OLD REPUBLIC INTERNATIONAL CORP unchanged	Shares	0	+$469	$24.5K
43	EASTERN BANK unchanged	Shares	0	+$417	$22.2K
44	FINANCIAL CONSULATE, INC new	Shares	+10	+$410	$410
45	AdvisorNet Financial, Inc unchanged	Shares	0	+$372	$19.8K
46	ST GERMAIN D J CO INC unchanged	Shares	0	+$291	$15.5K
47	GHP Investment Advisors, Inc. unchanged	Shares	0	+$252	$13.4K
48	Lodestone Wealth Management LLC added	Shares	+2	+$238	$7.9K
49	Davis Capital Management new	Shares	+5	+$205	$205
50	LRI Investments, LLC new	Shares	+4	+$164	$164

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