California Water Service GrpCWT
13F holders, Q1 2024 (March 31)274holders
3famous investors
$46.48avg. 13F price*
At the end of Q1 2024, 274 institutions reported holding California Water Service Grp (CWT) in their 13F filings. The largest holders were BlackRock Inc. ($498.9M), Vanguard Group Inc. ($334.6M) and State Street Corp. ($160.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $49.3M |
| Exits | 37 | $16.6M |
Ownership 274 holders
| BlackRock Inc. | 0.01% | Add +0.4% | 10,734,480 | $498.9M |
| Vanguard Group Inc. | 0.01% | Add +3.3% | 7,198,981 | $334.6M |
| State Street Corp. | 0.01% | Add +0.6% | 3,454,324 | $160.6M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +10.0% | 3,199,034 | $148.7M |
| Nuance Investments, LLC | 3.67% | Add +40.8% | 3,013,749 | $140.1M |
| Amundi | 0.04% | Add +20.7% | 1,990,028 | $91.8M |
| Geode Capital Management, LLC | 0.01% | Add +2.8% | 1,263,454 | $58.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.1% | 1,263,029 | $58.7M |
| Invesco Ltd. | 0.01% | Add +13.3% | 990,840 | $46.1M |
| Northern Trust Corp. | 0.01% | Add +2.2% | 984,820 | $45.8M |
| Impax Asset Management Group plc | 0.15% | Reduce -45.2% | 861,344 | $40.0M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 733,221 | $34.1M |
| First Trust Advisors LP | 0.03% | Add +16.4% | 723,751 | $33.6M |
| KBC Group NV | 0.10% | Add +7.5% | 702,993 | $32.7M |
| Deprince Race & Zollo Inc. | 0.67% | Add +0.5% | 673,907 | $31.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.6% | 641,825 | $29.8M |
| Legal & General Group Plc | 0.01% | Add +3.9% | 620,338 | $28.8M |
| Norges Bank | 0.00% | Add +5.3% | 581,016 | $27.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.7% | 561,532 | $26.1M |
| Triodos Investment Management BV | 1.88% | New | 448,000 | $20.8M |
| Granite Investment Partners, LLC | 0.53% | Reduce -3.6% | 302,204 | $14.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.1% | 300,009 | $13.9M |
| Victory Capital Management Inc. | 0.01% | Add +6.7% | 295,628 | $13.7M |
| Raymond James & Associates | 0.01% | Add +38.1% | 248,859 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Add +23.4% | 225,024 | $10.5M |
| Rhumbline Advisers | 0.01% | Add +1.4% | 214,207 | $10.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +19.4% | 194,093 | $9.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.3% | 188,379 | $8.8M |
| ProShare Advisors LLC | 0.02% | Add +11.2% | 182,576 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 180,761 | $8.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.0% | 178,591 | $8.3M |
| CBRE Investment Management Listed Real Assets LLC | 0.15% | New | 177,225 | $8.2M |
| Bank of America Corp. | 0.00% | Add +6.0% | 173,735 | $8.1M |
| Thematics Asset Management | 0.33% | Add +7.5% | 172,470 | $8.0M |
| Zimmer Partners, LP | 0.17% | New | 171,195 | $8.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +20.3% | 158,737 | $7.4M |
| Renaissance Technologies | 0.01% | Add +255.4% | 145,900 | $6.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -23.9% | 140,084 | $6.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.0% | 123,408 | $5.7M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.2% | 118,293 | $5.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +6.6% | 114,769 | $5.3M |
| Swiss National Bank | 0.00% | No change | 113,700 | $5.3M |
| Deutsche Bank AG | 0.00% | Add +2.6% | 106,286 | $4.9M |
| UBS Group AG | 0.00% | Add +24.6% | 98,729 | $4.6M |
| Northstar Asset Management Inc. | 0.77% | Add +23.1% | 94,747 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 85,049 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.2% | 83,373 | $3.9M |
| Barclays PLC | 0.00% | Reduce -19.9% | 82,122 | $3.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.16% | Add +30.9% | 81,997 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +22.4% | 81,024 | $3.8M |
| NFJ Investment Group, LLC | 0.10% | Add +5.3% | 79,199 | $3.7M |
| Aptus Capital Advisors, LLC | 0.07% | Add +11.9% | 70,686 | $3.3M |
| Storebrand Asset Management As | 0.01% | Add +0.8% | 67,975 | $3.2M |
| Maryland State Retirement & Pension System | 0.06% | Add +0.8% | 70,104 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +14.2% | 65,116 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.6% | 64,982 | $3.0M |
| Credit Suisse AG/ | 0.00% | Add +2.9% | 64,705 | $3.0M |
| Voloridge Investment Management, LLC | 0.01% | Add +90.1% | 63,068 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +24.4% | 61,358 | $2.9M |
| Citadel Advisors | 0.00% | New | 61,258 | $2.8M |
| Clear Harbor Asset Management, LLC | 0.24% | Reduce -2.5% | 59,681 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 57,724 | $2.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.2% | 57,342 | $2.7M |
| Financial Counselors Inc. | 0.04% | Reduce -0.1% | 56,680 | $2.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.0% | 56,319 | $2.6M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.29% | Add +16.4% | 55,721 | $2.6M |
| American Century Companies Inc. | 0.00% | New | 55,231 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.8% | 53,619 | $2.5M |
| TD Asset Management Inc | 0.00% | Reduce -36.7% | 51,710 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 51,193 | $2.4M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.3% | 50,508 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 50,065 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +6.4% | 46,440 | $2.2M |
| Citigroup Inc. | 0.00% | Add +25.7% | 43,947 | $2.0M |
| Mariner, LLC | 0.00% | Add +51.0% | 43,263 | $2.0M |
| Gabelli Funds LLC | 0.01% | No change | 43,200 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | Add +682.5% | 42,824 | $2.0M |
| Nia Impact Advisors, LLC | 0.72% | — | 38,959 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -28.0% | 37,590 | $1.8M |
| Martingale Asset Management L P | 0.03% | Add +0.0% | 37,351 | $1.7M |
| Magellan Asset Management Ltd | 0.02% | Reduce -0.7% | 36,866 | $1.7M |
| First National Corp. /Ma/ | 0.41% | Reduce -0.3% | 31,824 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.0% | 35,157 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.5% | 27,942 | $1.6M |
| Macquarie Group Ltd. | 0.00% | Add +4.5% | 34,151 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Add +1.6% | 32,828 | $1.5M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 31,181 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.0% | 31,016 | $1.4M |
| CoreCommodity Management, LLC | 0.51% | Reduce -26.5% | 30,922 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 29,456 | $1.4M |
| Bridge City Capital, LLC | 0.50% | Add +0.8% | 29,243 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 28,894 | $1.3M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.0% | 28,600 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.3% | 26,393 | $1.2M |
| Exchange Traded Concepts, LLC | 0.03% | Add +9.6% | 26,291 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -8.7% | 26,040 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 26,014 | $1.2M |
| Comerica Bank | 0.01% | Reduce -19.5% | 25,279 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +18.1% | 19,503 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 24,136 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +71.4% | 22,760 | $1.1M |
| Vontobel Holding Ltd. | 0.01% | Reduce -8.2% | 22,741 | $1.1M |
| Wulff, Hansen & Co. | 1.05% | No change | 22,585 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.8% | 22,341 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.9% | 22,015 | $1.0M |
| Teton Advisors, Inc. | 0.37% | Reduce -1.8% | 21,800 | $1.0M |
| Hoylecohen, LLC | 0.08% | No change | 21,580 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 20,832 | $974K |
| Creative Planning | 0.00% | Reduce -15.3% | 20,597 | $957K |
| Holocene Advisors, LP | 0.00% | New | 19,747 | $918K |
| Voya Investment Management LLC | 0.00% | Reduce -17.0% | 18,907 | $879K |
| Royal Bank of Canada | 0.00% | Reduce -51.1% | 18,552 | $861K |
| Amalgamated Bank | 0.01% | Reduce -21.5% | 17,959 | $835K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 17,730 | $824K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,640 | $820K |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 17,187 | $799K |
| LPL Financial LLC | 0.00% | Add +6.0% | 17,015 | $791K |
| Marshall Wace, LLP | 0.00% | Reduce -33.2% | 16,895 | $785K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -17.9% | 16,848 | $783K |
| Sei Investments Co. | 0.00% | Add +38.7% | 16,520 | $768K |
| Aquatic Capital Management LLC | 0.02% | Add +140.3% | 16,100 | $748K |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 15,860 | $737K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.3% | 15,501 | $720K |
| Eisler Capital (US) LLC | 0.24% | New | 15,345 | $713K |
| Manchester Capital Management LLC | 0.09% | Reduce -1.1% | 14,852 | $690K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.17% | No change | 14,718 | $684K |
| Praxis Investment Management Inc. | 0.04% | No change | 14,610 | $679K |
| UniSuper Management Pty Ltd | 0.01% | New | 14,421 | $670K |
| Empower Advisory Group, LLC | 0.00% | Reduce -96.1% | 14,127 | $657K |
| Canvas Wealth Advisors, LLC | 0.22% | Add +87.6% | 14,558 | $643K |
| Van Eck Associates Corp. | 0.00% | Add +0.3% | 13,603 | $632K |
| Handelsbanken Fonder AB | 0.00% | Add +21.4% | 13,396 | $623K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 13,192 | $613K |
| Inceptionr LLC | 0.15% | New | 12,693 | $590K |
| Jane Street Group, LLC | 0.00% | Reduce -85.9% | 12,293 | $571K |
| Cetera Investment Advisers | 0.00% | Add +192.9% | 12,110 | $563K |
| Allworth Financial LP | 0.00% | Add +5.3% | 12,011 | $558K |
| Clean Yield Group | 0.22% | Reduce -7.0% | 11,985 | $557K |
| Brandywine Global Investment Management, LLC | 0.00% | New | 11,900 | $553K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -5.5% | 11,886 | $552K |
| Tidal Investments LLC | 0.01% | New | 11,515 | $535K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.0% | 11,515 | $535K |
| Tortoise Index Solutions, LLC | 0.11% | Reduce -1.1% | 11,313 | $526K |
| Cullen Capital Management, LLC | 0.01% | Add +58.0% | 11,067 | $514K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.6% | 10,934 | $508K |
| Creative Financial Designs Inc. | 0.05% | Add +21.6% | 10,859 | $505K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.2% | 10,740 | $499K |
| Cerity Partners LLC | 0.00% | Add +32.0% | 10,459 | $486K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.6% | 9,943 | $462K |
| Green Alpha Advisors, LLC | 0.33% | Reduce -0.3% | 9,903 | $460K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.0% | 9,838 | $457K |
| Truist Financial Corp. | 0.00% | Add +35.3% | 9,773 | $454K |
| Wedbush Securities Inc. | 0.02% | Reduce -7.7% | 9,567 | $445K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -99.1% | 9,511 | $442K |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 9,423 | $438K |
| Legato Capital Management LLC | 0.05% | No change | 8,838 | $411K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,202 | $381K |
| IFM Investors Pty Ltd | 0.00% | New | 8,006 | $372K |
| Versor Investments LP | 0.07% | New | 7,743 | $360K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $353K |
| PFG Investments, LLC | 0.02% | Add +15.9% | 7,514 | $349K |
| Allianz Asset Management GmbH | 0.00% | No change | 7,300 | $339K |
| TRUE Private Wealth Advisors | 0.04% | No change | 7,200 | $335K |
| Daiwa Securities Group Inc. | 0.00% | Add +51.8% | 7,076 | $329K |
| South Dakota Investment Council | 0.01% | Reduce -4.1% | 7,017 | $326K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 7,006 | $326K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.1% | 6,848 | $318K |
| Jacobi Capital Management LLC | 0.03% | Add +0.4% | 6,705 | $312K |
| Quadrature Capital Ltd | 0.01% | Add +4.6% | 6,661 | $309K |
| Hutchinson Capital Management | 0.06% | Reduce -0.0% | 6,607 | $307K |
| Squarepoint Ops LLC | 0.00% | New | 6,520 | $303K |
| Wealth Architects, LLC | 0.04% | Reduce -2.2% | 6,455 | $300K |
| HSBC Holdings PLC | 0.00% | New | 6,409 | $298K |
| Asset Management One Co., Ltd. | 0.00% | New | 6,158 | $286K |
| US Bancorp \de | 0.00% | Add +17.1% | 6,028 | $280K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 6,000 | $279K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,987 | $278K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.4% | 5,964 | $277K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -14.4% | 5,925 | $275K |
| Lido Advisors, LLC | 0.00% | Reduce -23.1% | 5,602 | $260K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -42.0% | 5,563 | $259K |
| FMR LLC | 0.00% | Reduce -17.1% | 5,245 | $244K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 5,173 | $240K |
| Ethic Inc. | 0.01% | Reduce -41.6% | 5,138 | $239K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +6.0% | 5,060 | $235K |
| Wellington Shields & Co., LLC | 0.08% | No change | 5,000 | $232K |
| Mission Wealth Management, LP | 0.01% | No change | 4,968 | $231K |
| Kepos Capital LP | 0.06% | Reduce -2.7% | 4,822 | $224K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,636 | $215K |
| Atom Investors LP | 0.03% | Add +11.4% | 4,559 | $212K |
| Phoenix Financial Ltd. | 0.00% | New | 4,385 | $203K |
| Abacus Wealth Partners, LLC | 0.03% | New | 4,359 | $203K |
| Catalyst Funds Management Pty Ltd | 0.06% | — | 4,340 | $202K |
| Humankind Investments LLC | 0.05% | New | 4,312 | $200K |
| Bridgewater Associates | 0.00% | Reduce -72.6% | 4,305 | $200K |
| STRS Ohio | 0.00% | Reduce -75.3% | 4,300 | $199K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 4,164 | $194K |
| Broadwater Capital Management LLC | 0.13% | No change | 3,640 | $169K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.6% | 3,146 | $146K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -10.1% | 3,011 | $140K |
| Global Retirement Partners, LLC | 0.01% | Add +47.3% | 2,910 | $135K |
| Rothschild Investment LLC | 0.01% | Add +0.2% | 2,604 | $121K |
| Quadrant Capital Group LLC | 0.01% | Reduce -37.7% | 2,334 | $108K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,248 | $104K |
| Shell Asset Management Co. | 0.00% | Reduce -10.6% | 1,607 | $78K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $77K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,620 | $75K |
| Ostrum Asset Management | 0.01% | Add +139.6% | 1,562 | $73K |
| Natixis Investment Managers International | 0.00% | Reduce -6.8% | 1,468 | $68K |
| UMB Bank, n.a. | 0.00% | Reduce -3.6% | 1,426 | $66K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $58K |
| Allianz SE | 0.00% | — | 1,150 | $53K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $46K |
| Clarity Asset Management, Inc. | 0.03% | Add +13.2% | 875 | $41K |
| Parallel Advisors, LLC | 0.00% | Add +186.0% | 858 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $40K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $39K |
| HM Payson & Co. | 0.00% | Reduce -33.3% | 840 | $39K |
| Cwm, LLC | 0.00% | Reduce -36.8% | 707 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $31K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $28K |
| Public Employees Retirement System of Ohio | 0.00% | Add +7.4% | 594 | $28K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -11.1% | 553 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 535 | $25K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -0.2% | 531 | $25K |
| Tower View Wealth Management LLC | 0.01% | No change | 518 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 500 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -75.2% | 469 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | New | 410 | $19K |
| GAMMA Investing LLC | 0.00% | Reduce -9.9% | 392 | $18K |
| Millburn Ridgefield LLC | 0.00% | Add +9.9% | 388 | $18K |
| Catalyst Capital Advisors LLC | 0.00% | Add +9.9% | 388 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $17K |
| Private Trust Co. NA | 0.00% | No change | 354 | $16K |
| Rise Advisors, LLC | 0.01% | New | 351 | $16K |
| Whittier Trust Co. | 0.00% | New | 312 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $14K |
| nVerses Capital, LLC | 0.03% | New | 300 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -67.2% | 243 | $11K |
| M&R Capital Management Inc. | 0.00% | No change | 200 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 187 | $9K |
| Fifth Third Bancorp | 0.00% | Reduce -49.0% | 160 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -99.1% | 157 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +78.0% | 146 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 145 | $7K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -36.5% | 101 | $5K |
| MCF Advisors LLC | 0.00% | No change | 100 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -15.8% | 48 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -30.3% | 46 | $2K |
| Simplex Trading, LLC | 0.00% | Add +138.1% | 50 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -23.5% | 52 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.0% | 39 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 40 | $2K |
| Huntington National Bank | 0.00% | Add +3900.0% | 40 | $2K |
| AlphaQuest LLC | 0.00% | New | 27 | $1K |
| Custom Portfolio Group LLC | 0.00% | No change | 25 | $1K |
| Quarry LP | 0.00% | New | 24 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -86.0% | 22 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -29.6% | 19 | $884 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.1% | 19 | $884 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 11 | $511 |
| Avior Wealth Management, LLC | 0.00% | New | 11 | $511 |
| Abound Wealth Management | 0.00% | No change | 9 | $419 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 7 | $326 |
| Castleview Partners, LLC | 0.00% | No change | 6 | $279 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -54.5% | 5 | $233 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $233 |
| TFO Wealth Partners, LLC | 0.00% | No change | 2 | $93 |
| Covestor Ltd | 0.00% | Reduce -25.0% | 3 | $0 |
"% of holder's portfolio" is CWT's weight in each manager's 13F, not the share of California Water Service Grp the manager owns.