California Water Service GrpCWT
13F holders, Q3 2024 (September 30)324holders +25
52new positions
26sold out
4famous investors
$54.19avg. 13F price*
At the end of Q3 2024, 324 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 25 from Q2 2024. 52 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($565.3M), Vanguard Group Inc. ($398.9M) and T. Rowe Price Investment Management, Inc. ($180.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $47.1M |
| Exits | 26 | $30.7M |
All 13F filers, Q2 2024 → Q3 2024: 3,584,038 shares bought and 3,524,725 shares sold, net +59,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock, Inc. | 0.01% | — | 10,426,012 | $565.3M |
| Vanguard Group Inc. | 0.01% | Add +3.0% | 7,356,414 | $398.9M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +5.8% | 3,321,384 | $180.1M |
| State Street Corp. | 0.01% | Reduce -2.4% | 3,055,258 | $165.7M |
| Amundi | 0.04% | Add +16.8% | 2,171,564 | $116.7M |
| Nuance Investments, LLC | 2.98% | Reduce -38.9% | 1,633,693 | $88.6M |
| First Trust Advisors LP | 0.08% | Reduce -4.4% | 1,610,319 | $87.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.9% | 1,337,966 | $72.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.1% | 1,274,505 | $69.1M |
| Morgan Stanley | 0.00% | Add +25.4% | 885,415 | $48.0M |
| Invesco Ltd. | 0.01% | Reduce -11.3% | 879,041 | $47.7M |
| Northern Trust Corp. | 0.01% | Reduce -8.9% | 865,516 | $46.9M |
| KBC Group NV | 0.12% | No change | 718,309 | $38.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.3% | 710,958 | $38.5M |
| CBRE Investment Management Listed Real Assets LLC | 0.53% | Add +27.7% | 612,264 | $33.2M |
| Norges Bank | 0.00% | Reduce -6.2% | 563,544 | $30.6M |
| Legal & General Group Plc | 0.01% | Reduce -7.4% | 561,371 | $30.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.6% | 523,217 | $28.4M |
| Triodos Investment Management BV | 1.92% | No change | 448,000 | $24.3M |
| Citadel Advisors | 0.02% | New | 373,786 | $20.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +74.3% | 322,758 | $17.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +71.9% | 302,014 | $16.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.8% | 277,595 | $15.1M |
| Deprince Race & Zollo Inc. | 0.28% | Reduce -61.4% | 267,341 | $14.5M |
| Assenagon Asset Management S.A. | 0.03% | Add +79.7% | 252,833 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +540.9% | 250,201 | $13.6M |
| Prudential Financial Inc. | 0.02% | Add +62.2% | 228,799 | $12.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.9% | 214,299 | $11.6M |
| Rhumbline Advisers | 0.01% | Reduce -2.5% | 206,189 | $11.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -30.3% | 201,471 | $10.9M |
| Thematics Asset Management | 0.40% | Add +8.1% | 186,470 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +55.7% | 161,661 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 160,867 | $8.7M |
| Millennium Management | 0.01% | Add +169.4% | 153,394 | $8.3M |
| American Century Companies Inc. | 0.00% | Add +157.5% | 147,933 | $8.0M |
| ProShare Advisors LLC | 0.02% | Reduce -4.4% | 147,370 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -11.9% | 135,008 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.3% | 128,034 | $6.9M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.8% | 124,816 | $6.8M |
| Barclays PLC | 0.00% | Add +135.8% | 119,645 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -26.3% | 113,551 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 112,800 | $6.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -5.0% | 109,329 | $5.9M |
| Deutsche Bank AG | 0.00% | Add +5.0% | 103,118 | $5.6M |
| Aptus Capital Advisors, LLC | 0.08% | Add +15.6% | 102,041 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +95.6% | 93,769 | $5.1M |
| UBS Group AG | 0.00% | Add +27.4% | 93,498 | $5.1M |
| Northstar Asset Management Inc. | 1.15% | Reduce -2.6% | 86,580 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.1% | 86,438 | $4.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.16% | Reduce -3.5% | 77,869 | $4.2M |
| Citigroup Inc. | 0.00% | Add +78.8% | 72,207 | $3.9M |
| Twinbeech Capital LP | 0.07% | Add +320.2% | 72,176 | $3.9M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.40% | Reduce -13.4% | 71,261 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -22.8% | 70,660 | $3.8M |
| Maryland State Retirement & Pension System | 0.08% | Reduce -0.4% | 69,173 | $3.8M |
| Arjuna Capital | 0.96% | New | 68,676 | $3.7M |
| Martingale Asset Management L P | 0.08% | Add +22.7% | 67,711 | $3.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +0.6% | 64,767 | $3.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.4% | 63,714 | $3.5M |
| FMR LLC | 0.00% | Add +70.5% | 63,625 | $3.4M |
| Duff & Phelps Investment Management Co. | 0.04% | Add +52.2% | 63,554 | $3.4M |
| Voya Investment Management LLC | 0.00% | Add +223.4% | 62,241 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +21.7% | 62,910 | $3.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.6% | 61,578 | $3.3M |
| NFJ Investment Group, LLC | 0.10% | Reduce -8.7% | 61,435 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +117.0% | 58,258 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 57,141 | $3.1M |
| Engineers Gate Manager LP | 0.06% | New | 57,100 | $3.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -60.6% | 56,955 | $3.1M |
| Financial Counselors Inc. | 0.05% | Reduce -0.5% | 56,360 | $3.1M |
| Raymond James & Associates | 0.00% | Reduce -77.2% | 55,973 | $3.0M |
| Clear Harbor Asset Management, LLC | 0.25% | Reduce -0.8% | 55,546 | $3.0M |
| Trexquant Investment LP | 0.04% | New | 55,450 | $3.0M |
| Storebrand Asset Management As | 0.01% | Reduce -15.5% | 55,345 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 54,642 | $3.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.1% | 51,023 | $2.7M |
| Man Group plc | 0.01% | Add +143.4% | 50,207 | $2.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +95.8% | 49,861 | $2.7M |
| Magellan Asset Management Ltd | 0.03% | Add +4.7% | 47,307 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.6% | 46,646 | $2.5M |
| HRT Financial LP | 0.01% | New | 44,685 | $2.4M |
| Bridge City Capital, LLC | 0.66% | Add +51.3% | 44,345 | $2.4M |
| Gabelli Funds LLC | 0.02% | No change | 43,200 | $2.3M |
| ExodusPoint Capital Management, LP | 0.02% | Add +610.6% | 43,127 | $2.3M |
| AQR Capital Management | 0.00% | Add +150.3% | 41,529 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +119.8% | 40,310 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.0% | 40,026 | $2.2M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.4% | 39,775 | $2.2M |
| NorthCoast Asset Management LLC | 0.02% | New | 40,229 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +216.6% | 37,597 | $2.0M |
| Nia Impact Advisors, LLC | 0.68% | Add +0.1% | 37,550 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.8% | 36,856 | $2.0M |
| CoreCommodity Management, LLC | 0.35% | Reduce -3.5% | 35,316 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.0% | 33,569 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 33,769 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.9% | 33,263 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | No change | 32,977 | $1.8M |
| Macquarie Group Ltd. | 0.00% | Reduce -37.1% | 31,443 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.5% | 31,390 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 31,064 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.2% | 30,995 | $1.7M |
| Janus Henderson Group PLC | 0.00% | No change | 28,598 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.4% | 28,400 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +31.6% | 28,031 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +9.3% | 27,181 | $1.5M |
| Focus Partners Wealth | 0.00% | New | 25,304 | $1.4M |
| Atom Investors LP | 0.14% | Add +118.8% | 24,473 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 23,764 | $1.3M |
| Algert Global LLC | 0.03% | Add +296.9% | 23,061 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -45.0% | 22,977 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 22,805 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.5% | 22,724 | $1.2M |
| AlphaQuest LLC | 0.11% | Add +297.1% | 22,676 | $1.2M |
| Comerica Bank | 0.00% | Reduce -1.9% | 21,860 | $1.2M |
| Teton Advisors, Inc. | 0.53% | No change | 21,300 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -72.3% | 21,295 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -3.9% | 21,149 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 20,996 | $1.1M |
| Wulff, Hansen & Co. | 1.02% | Reduce -4.7% | 20,700 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.2% | 20,097 | $1.1M |
| STRS Ohio | 0.00% | Reduce -1.0% | 20,000 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +0.5% | 19,573 | $1.1M |
| CenterBook Partners LP | 0.07% | Reduce -45.8% | 19,544 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +25.9% | 19,454 | $1.1M |
| LPL Financial LLC | 0.00% | Add +6.8% | 19,424 | $1.1M |
| ClearAlpha Technologies LP | 0.43% | New | 18,461 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,640 | $956K |
| Sei Investments Co. | 0.00% | Add +6.3% | 17,366 | $942K |
| Amalgamated Bank | 0.01% | Reduce -1.9% | 17,311 | $939K |
| Arizona State Retirement System | 0.01% | Add +3.0% | 16,630 | $902K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $892K |
| D. E. Shaw & Co. | 0.00% | Reduce -59.6% | 15,977 | $866K |
| Centiva Capital, LP | 0.04% | New | 15,862 | $860K |
| Teacher Retirement System of Texas | 0.00% | New | 15,744 | $854K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 15,730 | $853K |
| Alps Advisors Inc. | 0.01% | New | 15,669 | $850K |
| Van Eck Associates Corp. | 0.00% | Add +7.3% | 15,909 | $843K |
| Creative Planning | 0.00% | Reduce -13.8% | 15,094 | $818K |
| Manchester Capital Management LLC | 0.09% | No change | 14,862 | $806K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -48.5% | 14,842 | $805K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.20% | No change | 14,718 | $798K |
| Praxis Investment Management Inc. | 0.05% | No change | 14,610 | $792K |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 14,178 | $769K |
| Graham Capital Management, L.P. | 0.04% | Add +22.6% | 14,060 | $762K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.4% | 13,826 | $750K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.4% | 13,801 | $748K |
| Balyasny Asset Management L.P. | 0.00% | Add +139.3% | 13,546 | $734K |
| Verition Fund Management LLC | 0.01% | Add +188.1% | 13,299 | $721K |
| Cullen Capital Management, LLC | 0.01% | Add +0.8% | 12,697 | $688K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 12,139 | $658K |
| Inceptionr LLC | 0.16% | New | 12,100 | $656K |
| Creative Financial Designs Inc. | 0.06% | Add +2.7% | 12,041 | $653K |
| Legato Capital Management LLC | 0.08% | Add +36.0% | 12,020 | $652K |
| Allworth Financial LP | 0.00% | Add +0.1% | 11,939 | $647K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.4% | 11,846 | $642K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -1.2% | 11,734 | $636K |
| Brandywine Global Investment Management, LLC | 0.00% | No change | 11,900 | $633K |
| Clean Yield Group | 0.20% | No change | 11,485 | $623K |
| Cerity Partners LLC | 0.00% | Add +38.1% | 11,270 | $611K |
| Natixis Advisors, LLC | 0.00% | Add +6.5% | 11,109 | $602K |
| Sherbrooke Park Advisers LLC | 0.14% | New | 10,975 | $595K |
| Edgestream Partners, L.P. | 0.03% | Reduce -79.2% | 10,876 | $590K |
| Entropy Technologies, LP | 0.06% | New | 10,841 | $588K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +15.2% | 10,788 | $585K |
| Intech Investment Management LLC | 0.01% | New | 10,784 | $585K |
| Allianz Asset Management GmbH | 0.00% | Add +45.2% | 10,600 | $575K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -89.9% | 10,302 | $559K |
| HSBC Holdings PLC | 0.00% | Add +58.2% | 10,340 | $557K |
| SG Americas Securities, LLC | 0.00% | Reduce -12.7% | 10,214 | $554K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.0% | 10,004 | $542K |
| Holocene Advisors, LP | 0.00% | Reduce -72.0% | 9,732 | $528K |
| D.A. Davidson & Co. | 0.00% | Add +6.6% | 9,724 | $527K |
| XTX Topco Ltd | 0.04% | Add +58.3% | 9,475 | $514K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -37.1% | 9,232 | $501K |
| Green Alpha Advisors, LLC | 0.39% | Reduce -2.0% | 9,123 | $495K |
| Corient Private Wealth LP | 0.00% | Reduce -1.4% | 9,093 | $493K |
| Fox Run Management, L.L.C. | 0.11% | Reduce -22.2% | 9,059 | $491K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -6.8% | 8,848 | $480K |
| Daiwa Securities Group Inc. | 0.00% | Add +10.0% | 8,619 | $467K |
| Cornercap Investment Counsel Inc. | 0.14% | New | 8,609 | $467K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -73.4% | 7,749 | $420K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $420K |
| MQS Management LLC | 0.23% | New | 7,683 | $417K |
| IFM Investors Pty Ltd | 0.00% | Reduce -4.6% | 7,639 | $414K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $412K |
| Versor Investments LP | 0.06% | Reduce -1.3% | 7,565 | $410K |
| ELCO Management Co., LLC | 0.22% | No change | 7,504 | $407K |
| Sound Income Strategies, LLC | 0.03% | No change | 7,210 | $391K |
| TRUE Private Wealth Advisors | 0.05% | No change | 7,200 | $390K |
| PFG Investments, LLC | 0.03% | Reduce -3.5% | 7,158 | $388K |
| South Dakota Investment Council | 0.01% | No change | 7,017 | $380K |
| Los Angeles Capital Management LLC | 0.00% | New | 6,959 | $377K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.9% | 6,729 | $365K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.5% | 6,641 | $360K |
| Hutchinson Capital Management | 0.07% | Reduce -0.0% | 6,612 | $359K |
| Wealth Architects, LLC | 0.04% | Add +1.3% | 6,582 | $357K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,348 | $344K |
| Sciencast Management LP | 0.10% | New | 6,220 | $337K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 6,000 | $325K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.9% | 5,992 | $325K |
| Jupiter Asset Management Ltd. | 0.00% | New | 5,838 | $317K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,772 | $313K |
| Canvas Wealth Advisors, LLC | 0.09% | Reduce -51.2% | 5,705 | $309K |
| Choreo, LLC | 0.00% | Add +13.6% | 5,434 | $292K |
| US Bancorp \de | 0.00% | Reduce -15.8% | 5,337 | $289K |
| Glenmede Trust Co. NA | 0.00% | Add +8.4% | 5,026 | $273K |
| Wellington Shields & Co., LLC | 0.08% | No change | 5,000 | $271K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -50.6% | 4,995 | $271K |
| Mission Wealth Management, LP | 0.01% | No change | 4,968 | $269K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.6% | 4,838 | $262K |
| Alan B Lancz & Associates, Inc. | 0.24% | No change | 4,800 | $260K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -53.6% | 4,785 | $259K |
| Baird Financial Group, Inc. | 0.00% | Add +1.3% | 4,694 | $255K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 4,518 | $245K |
| First Trust Direct Indexing L.P. | 0.01% | New | 4,441 | $241K |
| Ethic Inc. | 0.01% | Add +6.4% | 5,138 | $239K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -35.3% | 4,403 | $239K |
| Penn Mutual Asset Management | 0.68% | New | 4,400 | $239K |
| Aigen Investment Management, LP | 0.04% | New | 4,194 | $227K |
| CIBC Asset Management Inc | 0.00% | New | 4,039 | $219K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 4,035 | $219K |
| Delta Investment Management, LLC | 0.04% | New | 4,000 | $217K |
| Phoenix Financial Ltd. | 0.00% | Reduce -10.9% | 3,974 | $216K |
| Mackenzie Financial Corp. | 0.00% | New | 3,938 | $214K |
| Boston Family Office LLC | 0.01% | New | 3,865 | $210K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 3,789 | $205K |
| Xponance LLC | 0.00% | New | 3,755 | $204K |
| Old Port Advisors | 0.06% | New | 3,733 | $202K |
| Kepos Capital LP | 0.09% | Reduce -22.4% | 3,605 | $195K |
| Quadrant Capital Group LLC | 0.01% | Add +2.7% | 3,531 | $191K |
| Lazard Asset Management LLC | 0.00% | Add +118.9% | 3,514 | $190K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.1% | 3,473 | $188K |
| Cwm, LLC | 0.00% | Add +129.1% | 3,090 | $168K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,910 | $158K |
| Rothschild Investment LLC | 0.01% | Add +1.5% | 2,664 | $144K |
| nVerses Capital, LLC | 0.05% | New | 2,200 | $119K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -10.4% | 2,013 | $109K |
| Danske Bank A/S | 0.00% | New | 2,000 | $108K |
| Broadwater Capital Management LLC | 0.08% | No change | 1,960 | $106K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $90K |
| Sittner & Nelson, LLC | 0.04% | No change | 1,620 | $88K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 1,616 | $88K |
| Federated Hermes, Inc. | 0.00% | New | 1,543 | $84K |
| Natixis Investment Managers International | 0.01% | No change | 1,468 | $80K |
| Shell Asset Management Co. | 0.00% | — | 1,450 | $79K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $67K |
| GAMMA Investing LLC | 0.01% | Add +50.2% | 1,236 | $67K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $54K |
| Bokf, NA | 0.00% | New | 1,022 | $54K |
| State of Wyoming | 0.01% | New | 969 | $53K |
| Allianz SE | 0.00% | No change | 900 | $49K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $46K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -0.6% | 851 | $46K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $46K |
| Ostrum Asset Management | 0.00% | Reduce -61.1% | 808 | $44K |
| Banque Cantonale Vaudoise | 0.00% | Add +30.8% | 785 | $43K |
| NBT Bank, N.A. | 0.00% | New | 700 | $38K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $36K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.7% | 647 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $33K |
| Jones Financial Companies LLLP | 0.00% | New | 541 | $29K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -0.4% | 526 | $29K |
| Tower View Wealth Management LLC | 0.02% | No change | 518 | $28K |
| Signaturefd, LLC | 0.00% | Add +10.0% | 472 | $26K |
| Blue Trust, Inc. | 0.00% | Add +255.6% | 505 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 431 | $23K |
| HM Payson & Co. | 0.00% | No change | 420 | $23K |
| WASHINGTON TRUST Co | 0.00% | New | 400 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $20K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 355 | $19K |
| IFP Advisors, Inc | 0.00% | Add +88.8% | 353 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.0% | 311 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $16K |
| Millburn Ridgefield LLC | 0.00% | Reduce -10.1% | 284 | $15K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -10.1% | 284 | $15K |
| Earned Wealth Advisors, LLC | 0.00% | New | 273 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 262 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -51.0% | 261 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -11.2% | 254 | $14K |
| Bessemer Group Inc. | 0.00% | Add +155.8% | 243 | $13K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -95.6% | 221 | $12K |
| Darwin Wealth Management, LLC | 0.00% | New | 217 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $11K |
| Catalyst Funds Management Pty Ltd | 0.00% | Reduce -66.7% | 200 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +58.5% | 195 | $10K |
| Sterling Capital Management LLC | 0.00% | — | 162 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 145 | $8K |
| Bfsg, LLC | 0.00% | No change | 145 | $8K |
| Leonteq Securities AG | 0.00% | New | 144 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $8K |
| Fifth Third Bancorp | 0.00% | Add +14.9% | 139 | $8K |
| UMB Bank, n.a. | 0.00% | Add +97.1% | 134 | $7K |
| Hemington Wealth Management | 0.00% | New | 144 | $7K |
| First Pacific Financial | 0.00% | Reduce -3.1% | 125 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | New | 110 | $6K |
| Principal Securities, Inc. | 0.00% | Add +178.4% | 103 | $6K |
| MCF Advisors LLC | 0.00% | No change | 100 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -16.8% | 99 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 102 | $5K |
| North Star Investment Management Corp. | 0.00% | New | 93 | $5K |
| Quantbot Technologies LP | 0.00% | Reduce -99.0% | 80 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 75 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.3% | 73 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 73 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 66 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 52 | $3K |
| True Wealth Design, LLC | 0.00% | New | 55 | $3K |
| Huntington National Bank | 0.00% | No change | 49 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 47 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 44 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +46.1% | 38 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +47.4% | 28 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 22 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 13 | $705 |
| SJS Investment Consulting Inc. | 0.00% | Add +28.6% | 9 | $488 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $326 |
| Abound Wealth Management | 0.00% | Reduce -44.4% | 5 | $272 |
| Mendota Financial Group, LLC | 0.00% | New | 5 | $272 |
| Assetmark, Inc. | 0.00% | New | 4 | $217 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $108 |
| 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.