California Water Service GrpCWT
13F holders, Q1 2025 (March 31)330holders +7
41new positions
36sold out
5famous investors
$48.47avg. 13F price*
At the end of Q1 2025, 330 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 7 from Q4 2024. 41 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($532.2M), Vanguard Group Inc. ($357.8M) and State Street Corp. ($158.2M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $59.5M |
| Exits | 36 | $19.7M |
All 13F filers, Q4 2024 → Q1 2025: 3,577,611 shares bought and 2,333,667 shares sold, net +1,243,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 330 holders
| BlackRock, Inc. | 0.01% | Reduce -1.6% | 10,982,517 | $532.2M |
| Vanguard Group Inc. | 0.01% | Reduce -1.8% | 7,383,463 | $357.8M |
| State Street Corp. | 0.01% | Reduce -4.8% | 3,263,535 | $158.2M |
| T. Rowe Price Investment Management, Inc. | 0.10% | Add +2.3% | 3,029,785 | $146.8M |
| Nuance Investments, LLC | 6.43% | Add +35.4% | 2,017,511 | $97.8M |
| Amundi | 0.03% | Reduce -0.9% | 1,890,823 | $92.2M |
| First Trust Advisors LP | 0.06% | Reduce -14.8% | 1,440,050 | $69.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 1,402,951 | $68.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.8% | 1,203,518 | $58.3M |
| Invesco Ltd. | 0.01% | Add +6.1% | 985,141 | $47.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.7% | 972,477 | $47.1M |
| Morgan Stanley | 0.00% | Add +19.1% | 945,348 | $45.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.9% | 715,650 | $34.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.52% | Add +8.0% | 700,564 | $33.9M |
| Norges Bank | 0.00% | Reduce -19.3% | 676,286 | $32.8M |
| Legal & General Group Plc | 0.01% | Add +19.5% | 661,211 | $32.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.9% | 602,892 | $29.2M |
| KBC Group NV | 0.08% | Reduce -9.9% | 563,961 | $27.3M |
| Triodos Investment Management BV | 1.95% | No change | 493,000 | $23.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.3% | 453,825 | $22.0M |
| Nuveen, LLC | 0.01% | — | 444,944 | $21.6M |
| Beck Bode, LLC | 3.31% | New | 365,821 | $17.7M |
| Raymond James Financial Inc. | 0.01% | Add +204.2% | 315,685 | $15.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.1% | 311,502 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Add +2.6% | 296,379 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.7% | 257,152 | $12.5M |
| Victory Capital Management Inc. | 0.01% | Add +39.7% | 255,232 | $12.4M |
| Renaissance Technologies | 0.02% | Add +346.6% | 205,400 | $10.0M |
| 1832 Asset Management L.P. | 0.02% | New | 200,000 | $9.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -35.6% | 199,659 | $9.7M |
| Public Sector Pension Investment Board | 0.04% | Add +27.3% | 188,605 | $9.1M |
| Rhumbline Advisers | 0.01% | Reduce -4.1% | 187,820 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Add +22.0% | 182,751 | $8.9M |
| ProShare Advisors LLC | 0.02% | Reduce -8.1% | 167,419 | $8.1M |
| Thematics Asset Management | 0.38% | Reduce -17.2% | 154,470 | $7.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +12.7% | 140,885 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.3% | 126,823 | $6.2M |
| Jane Street Group, LLC | 0.01% | New | 123,379 | $6.0M |
| UBS Group AG | 0.00% | Reduce -13.9% | 121,499 | $5.9M |
| Swiss National Bank | 0.00% | Reduce -0.3% | 115,300 | $5.6M |
| AQR Capital Management | 0.01% | Add +75.4% | 114,980 | $5.6M |
| New Age Alpha Advisors, LLC | 0.25% | Add +17.2% | 114,885 | $5.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +1.4% | 113,715 | $5.5M |
| Deutsche Bank AG | 0.00% | Reduce -5.7% | 113,069 | $5.5M |
| Jupiter Asset Management Ltd. | 0.05% | New | 112,681 | $5.5M |
| Bank of America Corp. | 0.00% | Add +3.3% | 110,871 | $5.4M |
| Barclays PLC | 0.00% | Reduce -17.6% | 109,095 | $5.3M |
| Man Group plc | 0.02% | Add +3.5% | 104,997 | $5.1M |
| American Century Companies Inc. | 0.00% | Add +16.6% | 104,203 | $5.0M |
| Northstar Asset Management Inc. | 1.46% | Add +7.0% | 101,529 | $4.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Add +26.8% | 100,842 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Add +57.5% | 100,366 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +234.5% | 93,279 | $4.5M |
| Citigroup Inc. | 0.00% | Add +0.5% | 87,490 | $4.2M |
| Jacobs Levy Equity Management, Inc. | 0.02% | New | 86,379 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 84,829 | $4.1M |
| Prudential Financial Inc. | 0.01% | Reduce -37.7% | 84,829 | $4.1M |
| Martingale Asset Management L P | 0.10% | Add +8.0% | 82,945 | $4.0M |
| Kennedy Capital Management LLC | 0.09% | New | 75,903 | $3.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | Reduce -29.3% | 74,305 | $3.6M |
| Maryland State Retirement & Pension System | 0.08% | Reduce -2.1% | 67,856 | $3.3M |
| Mariner, LLC | 0.01% | Add +115.2% | 67,291 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +7.7% | 66,794 | $3.2M |
| Arjuna Capital | 0.89% | Reduce -22.2% | 66,038 | $3.2M |
| FMR LLC | 0.00% | Add +273.4% | 64,486 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +961.9% | 62,511 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Add +1.5% | 62,502 | $3.0M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Add +88.7% | 59,237 | $2.9M |
| Storebrand Asset Management As | 0.01% | Add +2.9% | 59,198 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.0% | 58,307 | $2.8M |
| SG Americas Securities, LLC | 0.01% | Add +79.8% | 56,109 | $2.7M |
| Financial Counselors Inc. | 0.04% | Reduce -0.8% | 55,359 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -1.7% | 54,138 | $2.6M |
| Clear Harbor Asset Management, LLC | 0.20% | Reduce -2.8% | 51,310 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 49,512 | $2.4M |
| First National Corp. /Ma/ | 0.53% | Add +121.4% | 49,153 | $2.4M |
| Exchange Traded Concepts, LLC | 0.04% | Add +97.8% | 48,918 | $2.4M |
| Federated Hermes, Inc. | 0.01% | Add +2361.8% | 48,473 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.8% | 47,341 | $2.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +34.9% | 46,739 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.4% | 46,656 | $2.3M |
| Bridge City Capital, LLC | 0.67% | Reduce -1.0% | 46,298 | $2.2M |
| Magellan Asset Management Ltd | 0.03% | Reduce -1.5% | 45,570 | $2.2M |
| TD Asset Management Inc | 0.00% | Reduce -6.7% | 44,196 | $2.1M |
| Macquarie Group Ltd. | 0.00% | Reduce -1.8% | 43,914 | $2.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.25% | Add +2.4% | 43,890 | $2.1M |
| Gabelli Funds LLC | 0.02% | No change | 43,200 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.9% | 41,972 | $2.0M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -43.1% | 40,292 | $2.0M |
| Graham Capital Management, L.P. | 0.09% | Add +12.1% | 39,991 | $1.9M |
| CoreCommodity Management, LLC | 0.31% | Add +12.8% | 39,757 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +2.5% | 39,322 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.0% | 38,438 | $1.9M |
| Nia Impact Advisors, LLC | 0.67% | Add +0.4% | 37,287 | $1.8M |
| Allianz Asset Management GmbH | 0.00% | Add +486.6% | 35,782 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +19.9% | 35,773 | $1.7M |
| Duff & Phelps Investment Management Co. | 0.02% | Reduce -3.7% | 35,006 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 34,799 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -65.4% | 33,859 | $1.6M |
| Bank of Montreal | 0.00% | Add +6.3% | 33,292 | $1.6M |
| Gsa Capital Partners LLP | 0.15% | New | 33,267 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.5% | 32,954 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.3% | 32,814 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 31,121 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 31,064 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Add +3.4% | 30,544 | $1.5M |
| Atom Investors LP | 0.18% | Add +44.4% | 29,642 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -11.1% | 28,989 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +16.4% | 28,810 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 28,598 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 28,010 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.8% | 28,000 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +1.8% | 27,161 | $1.3M |
| Franklin Resources Inc. | 0.00% | Reduce -56.8% | 26,268 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -45.3% | 25,803 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +11.1% | 25,785 | $1.2M |
| HRT Financial LP | 0.01% | New | 25,774 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 25,606 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 25,448 | $1.2M |
| South Dakota Investment Council | 0.02% | Add +242.3% | 24,017 | $1.2M |
| CenterBook Partners LP | 0.07% | Add +19.3% | 23,101 | $1.1M |
| Trexquant Investment LP | 0.01% | Reduce -61.2% | 22,600 | $1.1M |
| LPL Financial LLC | 0.00% | Add +3.8% | 22,359 | $1.1M |
| Comerica Bank | 0.00% | Add +2.8% | 22,249 | $1.1M |
| Jennison Associates LLC | 0.00% | Reduce -20.3% | 22,007 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.6% | 21,938 | $1.1M |
| Wulff, Hansen & Co. | 0.97% | Add +6.0% | 21,875 | $1.1M |
| Teton Advisors, Inc. | 0.66% | No change | 21,000 | $1.0M |
| Nebula Research & Development LLC | 0.09% | New | 20,729 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 20,724 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -6.1% | 20,231 | $980K |
| Fox Run Management, L.L.C. | 0.15% | New | 20,046 | $971K |
| Canvas Wealth Advisors, LLC | 0.25% | Add +139.2% | 18,900 | $971K |
| Alps Advisors Inc. | 0.01% | Add +7.7% | 19,740 | $957K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +113.0% | 18,946 | $918K |
| Holocene Advisors, LP | 0.00% | New | 18,873 | $915K |
| Van Eck Associates Corp. | 0.00% | Add +4.7% | 18,688 | $906K |
| STRS Ohio | 0.00% | Reduce -16.4% | 18,300 | $887K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 17,640 | $855K |
| GWN Securities Inc. | 0.05% | New | 18,932 | $846K |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 17,060 | $827K |
| HSBC Holdings PLC | 0.00% | Add +61.6% | 16,962 | $826K |
| Amalgamated Bank | 0.01% | Reduce -2.6% | 16,915 | $820K |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.1% | 16,738 | $811K |
| Voya Investment Management LLC | 0.00% | Reduce -8.5% | 16,572 | $803K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $798K |
| Allworth Financial LP | 0.00% | Add +27.5% | 15,815 | $792K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.7% | 16,192 | $785K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 15,320 | $742K |
| Creative Planning | 0.00% | Add +6.3% | 15,049 | $729K |
| Manchester Capital Management LLC | 0.09% | Add +0.5% | 14,954 | $725K |
| Mackenzie Financial Corp. | 0.00% | Add +54.7% | 14,885 | $721K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.5% | 13,784 | $668K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.9% | 13,601 | $659K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.17% | No change | 13,500 | $654K |
| Cerity Partners LLC | 0.00% | Add +54.0% | 13,363 | $648K |
| Creative Financial Designs Inc. | 0.05% | Add +4.6% | 13,248 | $642K |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 13,226 | $641K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 13,056 | $633K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.3% | 12,970 | $629K |
| Tidal Investments LLC | 0.01% | Reduce -8.3% | 12,745 | $618K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.9% | 12,706 | $616K |
| Cullen Capital Management, LLC | 0.01% | Add +148.1% | 12,487 | $605K |
| Penn Mutual Asset Management | 1.53% | Add +54.7% | 12,450 | $603K |
| Ieq Capital, LLC | 0.00% | Add +178.3% | 12,430 | $602K |
| Banque Pictet & Cie SA | 0.01% | New | 12,138 | $588K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 12,103 | $587K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,100 | $586K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 11,918 | $578K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1666.4% | 11,888 | $576K |
| Natixis Advisors, LLC | 0.00% | Add +8.1% | 11,879 | $576K |
| Legato Capital Management LLC | 0.08% | Reduce -1.4% | 11,848 | $574K |
| D.A. Davidson & Co. | 0.00% | Add +22.4% | 11,701 | $567K |
| Clean Yield Group | 0.18% | No change | 11,485 | $557K |
| Daiwa Securities Group Inc. | 0.00% | Add +17.2% | 11,386 | $552K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.6% | 10,806 | $524K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -4.5% | 10,696 | $518K |
| ELCO Management Co., LLC | 0.27% | Add +51.3% | 9,916 | $481K |
| XTX Topco Ltd | 0.02% | Add +57.3% | 9,342 | $453K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.4% | 8,748 | $424K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 8,661 | $420K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 8,451 | $410K |
| Green Alpha Advisors, LLC | 0.44% | Reduce -1.8% | 8,435 | $409K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $375K |
| Freestone Grove Partners LP | 0.00% | New | 7,723 | $374K |
| Praxis Investment Management Inc. | 0.03% | No change | 7,680 | $372K |
| Glenmede Trust Co. NA | 0.00% | New | 7,604 | $368K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $368K |
| Sound Income Strategies, LLC | 0.02% | No change | 7,210 | $349K |
| TRUE Private Wealth Advisors | 0.04% | No change | 7,200 | $349K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.9% | 7,075 | $343K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -48.8% | 6,945 | $337K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 6,925 | $336K |
| Wealth Architects, LLC | 0.04% | Add +5.0% | 6,901 | $334K |
| Quantinno Capital Management LP | 0.00% | New | 6,856 | $332K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -30.5% | 6,830 | $331K |
| US Bancorp \de | 0.00% | Add +16.2% | 6,760 | $328K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,733 | $326K |
| Maple Capital Management, Inc. | 0.03% | No change | 6,667 | $323K |
| Hutchinson Capital Management | 0.06% | Add +0.0% | 6,613 | $320K |
| PFG Investments, LLC | 0.02% | Reduce -1.5% | 6,563 | $318K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.1% | 6,544 | $317K |
| Los Angeles Capital Management LLC | 0.00% | No change | 6,269 | $304K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,236 | $302K |
| Tudor Investment Corporation | 0.00% | Reduce -79.7% | 6,007 | $291K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 6,000 | $291K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.0% | 5,722 | $277K |
| Ethic Inc. | 0.01% | Reduce -15.6% | 5,541 | $270K |
| Cwm, LLC | 0.00% | Add +76.3% | 5,558 | $269K |
| Versor Investments LP | 0.04% | No change | 5,448 | $264K |
| Algert Global LLC | 0.01% | Reduce -86.5% | 5,307 | $257K |
| Sei Investments Co. | 0.00% | Add +8.1% | 5,154 | $250K |
| Corient IA LP | 0.17% | — | 5,000 | $242K |
| Wellington Shields & Co., LLC | 0.08% | No change | 5,000 | $242K |
| Mission Wealth Management, LP | 0.01% | No change | 4,968 | $241K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,914 | $238K |
| D. E. Shaw & Co. | 0.00% | Reduce -86.8% | 4,895 | $237K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 4,840 | $235K |
| Osaic Holdings, Inc. | 0.00% | Add +17.5% | 4,828 | $234K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.8% | 4,797 | $232K |
| Choreo, LLC | 0.00% | Add +6.6% | 4,766 | $231K |
| Corient Private Wealth LP | 0.00% | Reduce -49.6% | 4,743 | $230K |
| Bridgefront Capital, LLC | 0.07% | New | 4,703 | $228K |
| Alan B Lancz & Associates, Inc. | 0.24% | Reduce -4.2% | 4,600 | $223K |
| Xponance LLC | 0.00% | New | 4,504 | $218K |
| Asset Planning,Inc | 0.17% | No change | 4,500 | $218K |
| Gitterman Wealth Management, LLC | 0.06% | New | 4,354 | $211K |
| IFM Investors Pty Ltd | 0.00% | Reduce -45.9% | 4,268 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 3,814 | $185K |
| Russell Investments Group, Ltd. | 0.00% | Add +559.4% | 3,007 | $146K |
| SouthState Bank Corp | 0.01% | New | 2,800 | $136K |
| Rothschild Investment LLC | 0.01% | Add +2.1% | 2,694 | $131K |
| Parallel Advisors, LLC | 0.00% | Add +686.4% | 2,548 | $123K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,343 | $114K |
| Millstone Evans Group, LLC | 0.07% | No change | 2,250 | $109K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,013 | $98K |
| Spirit of America Management Corp. | 0.02% | New | 2,000 | $97K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $80K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,620 | $79K |
| Mather Group, Llc. | 0.00% | New | 1,528 | $74K |
| Broadwater Capital Management LLC | 0.05% | No change | 1,400 | $68K |
| Shell Asset Management Co. | 0.00% | Reduce -4.3% | 1,388 | $67K |
| Quadrant Capital Group LLC | 0.00% | Reduce -52.6% | 1,348 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $60K |
| State of Wyoming | 0.01% | Reduce -47.4% | 1,205 | $58K |
| Bokf, NA | 0.00% | No change | 1,122 | $54K |
| Parkworth Wealth Management, Inc. | 0.04% | No change | 1,114 | $54K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $48K |
| GAMMA Investing LLC | 0.00% | Reduce -12.8% | 856 | $41K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $41K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.8% | 822 | $40K |
| Vega Investment Solutions | 0.01% | New | 813 | $39K |
| Ostrum Asset Management | 0.00% | Reduce -65.0% | 813 | $39K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.1% | 773 | $37K |
| Jones Financial Companies LLLP | 0.00% | Add +30.8% | 709 | $34K |
| Banque Cantonale Vaudoise | 0.00% | — | 711 | $34K |
| NBT Bank, N.A. | 0.00% | No change | 700 | $34K |
| Versant Capital Management, Inc | 0.01% | Add +751.3% | 681 | $33K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -21.4% | 672 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $32K |
| Signaturefd, LLC | 0.00% | Add +9.0% | 607 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $29K |
| Danske Bank A/S | 0.00% | No change | 600 | $29K |
| Tower View Wealth Management LLC | 0.01% | Add +0.6% | 524 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +76.6% | 461 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 450 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -2.7% | 431 | $21K |
| HM Payson & Co. | 0.00% | No change | 420 | $20K |
| Parvin Asset Management, LLC | 0.02% | No change | 400 | $19K |
| WASHINGTON TRUST Co | 0.00% | No change | 400 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -2.8% | 353 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +374.3% | 351 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.9% | 332 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $15K |
| Fifth Third Bancorp | 0.00% | Add +130.5% | 302 | $15K |
| Allianz SE | 0.00% | No change | 295 | $14K |
| Costello Asset Management, INC | 0.01% | New | 269 | $13K |
| UMB Bank, n.a. | 0.00% | Add +179.1% | 240 | $12K |
| Blue Trust, Inc. | 0.00% | Add +7.2% | 239 | $12K |
| Rise Advisors, LLC | 0.01% | Reduce -34.5% | 234 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -59.2% | 227 | $11K |
| Darwin Wealth Management, LLC | 0.00% | No change | 217 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $10K |
| MAI Capital Management | 0.00% | No change | 200 | $10K |
| True Wealth Design, LLC | 0.00% | Reduce -51.6% | 184 | $9K |
| Hemington Wealth Management | 0.00% | Add +18.6% | 172 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $7K |
| Bfsg, LLC | 0.00% | No change | 136 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -73.4% | 134 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 130 | $6K |
| Brooklyn Investment Group | 0.00% | New | 122 | $6K |
| Leonteq Securities AG | 0.00% | New | 110 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 115 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +90.4% | 99 | $5K |
| MCF Advisors LLC | 0.00% | No change | 100 | $5K |
| Arax Advisory Partners | 0.00% | Add +19.7% | 85 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.3% | 84 | $4K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -23.1% | 80 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 73 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +35.4% | 65 | $3K |
| Simplex Trading, LLC | 0.00% | New | 78 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 47 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +800.0% | 45 | $2K |
| Synergy Investment Management, LLC | 0.00% | No change | 42 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -82.6% | 50 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Huntington National Bank | 0.00% | Reduce -18.4% | 40 | $2K |
| Graney & King, LLC | 0.00% | New | 36 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +47.8% | 34 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +40.0% | 28 | $1K |
| NewSquare Capital LLC | 0.00% | New | 22 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 20 | $970 |
| Sierra Ocean, LLC | 0.00% | Reduce -67.7% | 20 | $969 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.0% | 13 | $633 |
| Bare Financial Services, Inc | 0.00% | New | 12 | $582 |
| Lindbrook Capital, LLC | 0.00% | Reduce -80.5% | 8 | $388 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +33.3% | 8 | $388 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -12.5% | 7 | $340 |
| Assetmark, Inc. | 0.00% | No change | 6 | $291 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 5 | $242 |
| Global Financial Private Client, LLC | 0.00% | Add +150.0% | 5 | $242 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 5 | $242 |
| Abound Wealth Management | 0.00% | Reduce -20.0% | 4 | $194 |
| Private Wealth Asset Management, LLC | 0.00% | — | 3 | $145 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $49 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $48 |
| Covestor Ltd | 0.00% | No change | 4 | $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.