California Water Service GrpCWT
13F holders, Q2 2024 (June 30)299holders +25
52new positions
29sold out
4famous investors
$48.49avg. 13F price*
At the end of Q2 2024, 299 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 25 from Q1 2024. 52 opened new positions and 29 sold out. The largest holders were BlackRock Inc. ($500.4M), Vanguard Group Inc. ($346.5M) and T. Rowe Price Investment Management, Inc. ($152.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $40.7M |
| Exits | 29 | $65.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,947,044 shares bought and 3,430,192 shares sold, net −483,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| BlackRock Inc. | 0.01% | Reduce -3.9% | 10,319,534 | $500.4M |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 7,145,738 | $346.5M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Reduce -1.9% | 3,139,663 | $152.2M |
| State Street Corp. | 0.01% | Reduce -9.4% | 3,129,190 | $151.7M |
| Nuance Investments, LLC | 3.96% | Reduce -11.2% | 2,675,626 | $129.7M |
| Amundi | 0.03% | Reduce -6.6% | 1,858,627 | $89.9M |
| First Trust Advisors LP | 0.08% | Add +132.8% | 1,684,670 | $81.7M |
| Geode Capital Management, LLC | 0.01% | Add +4.0% | 1,313,691 | $63.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.0% | 1,288,740 | $62.5M |
| Invesco Ltd. | 0.01% | Add +0.1% | 991,388 | $48.1M |
| Northern Trust Corp. | 0.01% | Reduce -3.5% | 950,033 | $46.1M |
| KBC Group NV | 0.11% | Add +2.2% | 718,309 | $34.8M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 706,132 | $34.2M |
| Deprince Race & Zollo Inc. | 0.75% | Add +2.8% | 693,025 | $33.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.3% | 662,903 | $32.1M |
| Legal & General Group Plc | 0.01% | Reduce -2.3% | 605,949 | $29.4M |
| Norges Bank | 0.00% | Add +3.4% | 600,744 | $29.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 572,351 | $27.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.43% | Add +170.5% | 479,439 | $23.2M |
| Triodos Investment Management BV | 1.90% | No change | 448,000 | $21.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.2% | 289,092 | $14.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.8% | 285,468 | $13.8M |
| Granite Investment Partners, LLC | 0.54% | Reduce -11.7% | 266,781 | $12.9M |
| Raymond James & Associates | 0.01% | Reduce -1.4% | 245,369 | $11.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 211,458 | $10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +31.2% | 208,218 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.7% | 185,211 | $9.0M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.6% | 175,677 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 172,610 | $8.4M |
| Thematics Asset Management | 0.34% | No change | 172,470 | $8.4M |
| ProShare Advisors LLC | 0.02% | Reduce -15.5% | 154,199 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -20.6% | 154,099 | $7.5M |
| Bank of America Corp. | 0.00% | Reduce -11.8% | 153,215 | $7.4M |
| New York State Common Retirement Fund | 0.01% | Add +156.8% | 144,616 | $7.0M |
| Prudential Financial Inc. | 0.01% | Add +74.1% | 141,059 | $6.8M |
| Assenagon Asset Management S.A. | 0.02% | New | 140,715 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.1% | 129,735 | $6.3M |
| Public Sector Pension Investment Board | 0.04% | Add +7.5% | 127,116 | $6.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +0.2% | 115,035 | $5.6M |
| Swiss National Bank | 0.00% | No change | 113,700 | $5.5M |
| Renaissance Technologies | 0.01% | Reduce -25.0% | 109,400 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.9% | 103,850 | $5.0M |
| Voloridge Investment Management, LLC | 0.02% | Add +61.3% | 101,757 | $4.9M |
| Deutsche Bank AG | 0.00% | Reduce -7.6% | 98,192 | $4.8M |
| Jane Street Group, LLC | 0.00% | Add +644.6% | 91,530 | $4.4M |
| Northstar Asset Management Inc. | 1.10% | Reduce -6.2% | 88,862 | $4.3M |
| Aptus Capital Advisors, LLC | 0.08% | Add +24.9% | 88,272 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 86,375 | $4.2M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.46% | Add +47.6% | 82,267 | $4.0M |
| Level Four Advisory Services, LLC | 0.18% | New | 82,192 | $4.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.16% | Reduce -1.6% | 80,664 | $3.9M |
| Marshall Wace, LLP | 0.01% | Add +354.9% | 76,851 | $3.7M |
| UBS Group AG | 0.00% | Reduce -25.7% | 73,377 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Add +7.0% | 69,552 | $3.4M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -0.9% | 69,445 | $3.4M |
| NFJ Investment Group, LLC | 0.10% | Reduce -15.0% | 67,305 | $3.3M |
| Storebrand Asset Management As | 0.01% | Reduce -3.6% | 65,504 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -54.1% | 64,360 | $3.1M |
| New York State Teachers Retirement System | 0.01% | Add +9.1% | 62,578 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +4.0% | 57,447 | $2.8M |
| Millennium Management | 0.00% | New | 56,943 | $2.8M |
| Financial Counselors Inc. | 0.04% | Reduce -0.1% | 56,638 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 56,298 | $2.7M |
| Clear Harbor Asset Management, LLC | 0.24% | Reduce -6.1% | 56,021 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -14.1% | 55,934 | $2.7M |
| Martingale Asset Management L P | 0.06% | Add +47.7% | 55,177 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.3% | 54,318 | $2.6M |
| Edgestream Partners, L.P. | 0.12% | New | 52,343 | $2.5M |
| TD Asset Management Inc | 0.00% | No change | 51,710 | $2.5M |
| Barclays PLC | 0.00% | Reduce -38.2% | 50,731 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 50,507 | $2.4M |
| Macquarie Group Ltd. | 0.00% | Add +46.3% | 49,956 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.2% | 47,944 | $2.3M |
| Magellan Asset Management Ltd | 0.02% | Add +22.5% | 45,169 | $2.2M |
| Gabelli Funds LLC | 0.02% | No change | 43,200 | $2.1M |
| Duff & Phelps Investment Management Co. | 0.03% | New | 41,763 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -3.5% | 41,755 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.05% | New | 41,170 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -8.1% | 40,376 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -5.8% | 40,328 | $2.0M |
| D. E. Shaw & Co. | 0.00% | New | 39,592 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | New | 39,039 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -36.9% | 38,723 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 37,778 | $1.8M |
| Nia Impact Advisors, LLC | 0.65% | Reduce -3.7% | 37,532 | $1.8M |
| FMR LLC | 0.00% | Add +611.6% | 37,326 | $1.8M |
| CoreCommodity Management, LLC | 0.69% | Add +18.4% | 36,601 | $1.8M |
| CenterBook Partners LP | 0.11% | New | 36,034 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -7.6% | 34,734 | $1.7M |
| Holocene Advisors, LP | 0.01% | Add +75.8% | 34,722 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.5% | 33,909 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | — | 33,570 | $1.6M |
| First National Corp. /Ma/ | 0.38% | Add +3.8% | 33,016 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +11.9% | 32,977 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.4% | 32,684 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.7% | 31,555 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Add +19.4% | 31,064 | $1.5M |
| Bridge City Capital, LLC | 0.48% | Add +0.2% | 29,301 | $1.4M |
| Dynamic Technology Lab Private Ltd | 0.16% | Add +463.5% | 29,149 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.8% | 29,100 | $1.4M |
| Exchange Traded Concepts, LLC | 0.04% | Add +9.7% | 28,840 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 28,598 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +17.9% | 26,846 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 26,480 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.0% | 25,459 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +282.4% | 24,932 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -46.5% | 24,865 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +29.1% | 23,949 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.4% | 23,078 | $1.1M |
| Comerica Bank | 0.00% | Reduce -11.8% | 22,287 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 22,015 | $1.1M |
| Wulff, Hansen & Co. | 1.04% | Reduce -3.8% | 21,730 | $1.1M |
| Hoylecohen, LLC | 0.08% | No change | 21,580 | $1.0M |
| Teton Advisors, Inc. | 0.45% | Reduce -2.3% | 21,300 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 21,296 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.8% | 21,194 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 20,845 | $1.0M |
| Man Group plc | 0.00% | New | 20,630 | $1.0M |
| UniSuper Management Pty Ltd | 0.01% | Add +40.2% | 20,221 | $981K |
| STRS Ohio | 0.00% | Add +369.8% | 20,200 | $979K |
| Tidal Investments LLC | 0.01% | Add +69.2% | 19,483 | $945K |
| Voya Investment Management LLC | 0.00% | Add +1.8% | 19,243 | $933K |
| Cubist Systematic Strategies, LLC | 0.02% | New | 18,340 | $889K |
| LPL Financial LLC | 0.00% | Add +6.9% | 18,193 | $882K |
| Capula Management Ltd | 0.01% | New | 17,697 | $858K |
| Amalgamated Bank | 0.01% | Reduce -1.7% | 17,649 | $856K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,640 | $855K |
| Creative Planning | 0.00% | Reduce -15.0% | 17,506 | $849K |
| Twinbeech Capital LP | 0.02% | New | 17,178 | $833K |
| AQR Capital Management | 0.00% | New | 16,591 | $804K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -15.6% | 16,459 | $798K |
| Sei Investments Co. | 0.00% | Reduce -1.1% | 16,341 | $792K |
| Arizona State Retirement System | 0.01% | Add +1.8% | 16,147 | $783K |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 15,965 | $774K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -11.3% | 15,730 | $763K |
| Handelsbanken Fonder AB | 0.00% | Add +15.4% | 15,454 | $749K |
| Manchester Capital Management LLC | 0.09% | Add +0.1% | 14,862 | $721K |
| Van Eck Associates Corp. | 0.00% | Add +9.0% | 14,827 | $719K |
| Praxis Investment Management Inc. | 0.05% | No change | 14,610 | $718K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.19% | No change | 14,718 | $714K |
| Pictet Asset Management Holding SA | 0.00% | Add +54.3% | 14,673 | $711K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.7% | 14,001 | $679K |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.2% | 13,842 | $671K |
| Two Sigma Investments, LP | 0.00% | New | 13,776 | $668K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 13,241 | $642K |
| Canvas Wealth Advisors, LLC | 0.19% | Reduce -19.7% | 11,693 | $623K |
| Allworth Financial LP | 0.00% | Reduce -0.7% | 11,927 | $618K |
| Cullen Capital Management, LLC | 0.01% | Add +13.8% | 12,593 | $611K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 12,129 | $588K |
| Brandywine Global Investment Management, LLC | 0.00% | No change | 11,900 | $577K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -0.1% | 11,880 | $576K |
| Susquehanna International Group, LLP | 0.00% | New | 11,877 | $576K |
| Creative Financial Designs Inc. | 0.05% | Add +8.0% | 11,725 | $569K |
| SG Americas Securities, LLC | 0.00% | New | 11,704 | $568K |
| Fox Run Management, L.L.C. | 0.11% | New | 11,645 | $565K |
| Clean Yield Group | 0.21% | Reduce -4.2% | 11,485 | $557K |
| Graham Capital Management, L.P. | 0.04% | New | 11,467 | $556K |
| Atom Investors LP | 0.05% | Add +145.3% | 11,183 | $542K |
| Natixis Advisors, LLC | 0.00% | New | 10,427 | $506K |
| Brevan Howard Capital Management LP | 0.03% | New | 10,315 | $500K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.9% | 10,211 | $495K |
| Bristlecone Advisors, LLC | 0.04% | New | 10,112 | $490K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.5% | 9,493 | $460K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +197.8% | 9,369 | $454K |
| Green Alpha Advisors, LLC | 0.36% | Reduce -6.0% | 9,312 | $452K |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 9,218 | $447K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -45.5% | 9,190 | $446K |
| D.A. Davidson & Co. | 0.00% | Reduce -7.3% | 9,123 | $442K |
| Legato Capital Management LLC | 0.06% | No change | 8,838 | $429K |
| Quantbot Technologies LP | 0.02% | New | 8,309 | $403K |
| iSAM Funds (UK) Ltd | 0.30% | New | 8,221 | $399K |
| Cerity Partners LLC | 0.00% | Reduce -21.9% | 8,163 | $396K |
| IFM Investors Pty Ltd | 0.00% | No change | 8,006 | $388K |
| Daiwa Securities Group Inc. | 0.00% | Add +10.8% | 7,837 | $380K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.7% | 7,737 | $375K |
| Truist Financial Corp. | 0.00% | Reduce -21.1% | 7,706 | $374K |
| Versor Investments LP | 0.07% | Reduce -1.0% | 7,665 | $372K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $369K |
| ELCO Management Co., LLC | 0.21% | New | 7,504 | $364K |
| PFG Investments, LLC | 0.03% | Reduce -1.3% | 7,416 | $360K |
| Allianz Asset Management GmbH | 0.00% | No change | 7,300 | $354K |
| Sound Income Strategies, LLC | 0.02% | New | 7,210 | $350K |
| TRUE Private Wealth Advisors | 0.04% | No change | 7,200 | $349K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.3% | 7,076 | $343K |
| South Dakota Investment Council | 0.01% | No change | 7,017 | $340K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +16.9% | 6,925 | $336K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.3% | 6,828 | $331K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,803 | $330K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.5% | 6,673 | $324K |
| Hutchinson Capital Management | 0.07% | Add +0.1% | 6,613 | $321K |
| HSBC Holdings PLC | 0.00% | Add +2.0% | 6,535 | $317K |
| Wealth Architects, LLC | 0.04% | Add +0.6% | 6,496 | $315K |
| US Bancorp \de | 0.00% | Add +5.1% | 6,337 | $307K |
| ExodusPoint Capital Management, LP | 0.00% | New | 6,069 | $294K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 6,000 | $291K |
| XTX Topco Ltd | 0.02% | New | 5,986 | $290K |
| Algert Global LLC | 0.01% | New | 5,811 | $282K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.6% | 5,772 | $280K |
| AlphaQuest LLC | 0.04% | Add +21048.2% | 5,710 | $277K |
| Balyasny Asset Management L.P. | 0.00% | New | 5,661 | $275K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 5,563 | $270K |
| Lido Advisors, LLC | 0.00% | Reduce -4.9% | 5,330 | $258K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,306 | $257K |
| Virtu Financial LLC | 0.02% | New | 5,233 | $254K |
| Point72 (DIFC) Ltd | 0.02% | New | 5,073 | $246K |
| Wellington Shields & Co., LLC | 0.08% | No change | 5,000 | $242K |
| Mission Wealth Management, LP | 0.01% | No change | 4,968 | $241K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -3.8% | 4,868 | $236K |
| Ethic Inc. | 0.01% | Reduce -6.0% | 4,828 | $234K |
| Alan B Lancz & Associates, Inc. | 0.23% | — | 4,800 | $233K |
| Choreo, LLC | 0.00% | New | 4,785 | $231K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.8% | 4,640 | $225K |
| Kepos Capital LP | 0.09% | Reduce -3.7% | 4,644 | $225K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,636 | $225K |
| Glenmede Trust Co. NA | 0.00% | New | 4,636 | $225K |
| Verition Fund Management LLC | 0.00% | New | 4,616 | $224K |
| Phoenix Financial Ltd. | 0.00% | Add +1.7% | 4,458 | $215K |
| Gsa Capital Partners LLP | 0.01% | New | 4,427 | $215K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,246 | $206K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.3% | 3,779 | $183K |
| Quadrant Capital Group LLC | 0.01% | Add +47.3% | 3,437 | $167K |
| EntryPoint Capital, LLC | 0.07% | New | 3,089 | $150K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,910 | $141K |
| Rothschild Investment LLC | 0.01% | Add +0.8% | 2,624 | $127K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,248 | $109K |
| Ostrum Asset Management | 0.01% | Add +33.2% | 2,080 | $101K |
| Broadwater Capital Management LLC | 0.07% | Reduce -46.1% | 1,960 | $95K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 1,745 | $85K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $81K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,620 | $79K |
| Lazard Asset Management LLC | 0.00% | New | 1,605 | $77K |
| Natixis Investment Managers International | 0.01% | No change | 1,468 | $71K |
| Cwm, LLC | 0.00% | Add +90.8% | 1,349 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $60K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $48K |
| Allianz SE | 0.00% | Reduce -21.7% | 900 | $44K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -2.2% | 856 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $41K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $41K |
| GAMMA Investing LLC | 0.01% | Add +110.0% | 823 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $32K |
| Public Employees Retirement System of Ohio | 0.00% | Add +7.1% | 636 | $31K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -86.2% | 600 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $29K |
| Banque Cantonale Vaudoise | 0.00% | Add +8.5% | 600 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 533 | $26K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -0.6% | 528 | $26K |
| Tower View Wealth Management LLC | 0.01% | No change | 518 | $25K |
| Larson Financial Group LLC | 0.00% | New | 431 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -8.5% | 429 | $21K |
| HM Payson & Co. | 0.00% | Reduce -50.0% | 420 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $18K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 353 | $17K |
| Millburn Ridgefield LLC | 0.00% | Reduce -18.6% | 316 | $15K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -18.6% | 316 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -63.4% | 314 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $15K |
| Arax Advisory Partners | 0.00% | New | 286 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -16.9% | 202 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 187 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -50.6% | 175 | $8K |
| Bfsg, LLC | 0.00% | No change | 145 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 145 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $7K |
| Blue Trust, Inc. | 0.00% | Add +208.7% | 142 | $7K |
| First Pacific Financial | 0.00% | New | 129 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 123 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -24.4% | 121 | $6K |
| Versant Capital Management, Inc | 0.00% | Reduce -18.5% | 119 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -39.5% | 95 | $5K |
| MCF Advisors LLC | 0.00% | No change | 100 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +92.3% | 75 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -82.2% | 73 | $4K |
| UMB Bank, n.a. | 0.00% | Reduce -95.2% | 68 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +209.1% | 68 | $3K |
| Ridgewood Investments LLC | 0.00% | New | 66 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 52 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| Huntington National Bank | 0.00% | Add +22.5% | 49 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 47 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -56.4% | 44 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 50 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 40 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -22.9% | 37 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +36.8% | 26 | $1K |
| Custom Portfolio Group LLC | 0.00% | No change | 25 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +4.5% | 23 | $1K |
| Triad Wealth Partners, LLC | 0.00% | New | 22 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 22 | $1K |
| Simplex Trading, LLC | 0.00% | Reduce -26.0% | 37 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 19 | $922 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 11 | $533 |
| Abound Wealth Management | 0.00% | No change | 9 | $437 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $340 |
| Innealta Capital, LLC | 0.00% | New | 7 | $339 |
| Castleview Partners, LLC | 0.00% | No change | 6 | $291 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $291 |
| Covestor Ltd | 0.00% | No change | 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.