AVA — Avista Corp Com Institutional Holders · Q3 2026
Who owns Avista Corp Com (AVA)? 12 institutions reported holding $23.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($11.6M), Sound Income Strategies, LLC ($11.0M), Apella Capital, LLC ($680,798).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $11.6M | 331,090 | Added |
| 2 | Sound Income Strategies, LLC | $11.0M | 310,749 | Added |
| 3 | Apella Capital, LLC | $680,798 | 19,324 | Added |
| 4 | Farther Finance Advisors, LLC | $164,652 | 4,692 | Trimmed |
| 5 | GAMMA Investing LLC | $163,870 | 4,670 | Added |
| 6 | Versant Capital Management, Inc | $119,692 | 3,411 | Added |
| 7 | EASTERN BANK | $19,019 | 542 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $5,299 | 151 | Trimmed |
| 9 | GK Wealth Management LLC | $2,337 | 67 | New |
| 10 | Davis Capital Management | $597 | 17 | Added |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $457 | 13 | Trimmed |
| 12 | Trust Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30