California Water Service GrpCWT
13F holders, Q2 2025 (June 30)338holders +8
36new positions
31sold out
6famous investors
$45.52avg. 13F price*
At the end of Q2 2025, 338 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 8 from Q1 2025. 36 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($471.6M), Vanguard Group Inc. ($335.5M) and T. Rowe Price Investment Management, Inc. ($149.0M). 6 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $30.7M |
| Exits | 31 | $31.4M |
All 13F filers, Q1 2025 → Q2 2025: 3,039,060 shares bought and 3,252,494 shares sold, net −213,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| BlackRock, Inc. | 0.01% | Reduce -5.6% | 10,369,218 | $471.6M |
| Vanguard Group Inc. | 0.01% | Reduce -0.1% | 7,376,519 | $335.5M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +8.1% | 3,276,416 | $149.0M |
| State Street Corp. | 0.01% | Reduce -2.5% | 3,183,337 | $144.8M |
| Amundi | 0.03% | Add +0.9% | 1,907,169 | $91.4M |
| Nuance Investments, LLC | 6.12% | Reduce -14.3% | 1,728,615 | $78.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.0% | 1,417,134 | $64.5M |
| First Trust Advisors LP | 0.05% | Reduce -6.6% | 1,344,916 | $61.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.8% | 1,158,009 | $52.7M |
| FMR LLC | 0.00% | Add +1532.3% | 1,052,597 | $47.9M |
| Invesco Ltd. | 0.01% | Reduce -6.5% | 920,715 | $41.9M |
| Morgan Stanley | 0.00% | Reduce -9.1% | 859,496 | $39.1M |
| CBRE Investment Management Listed Real Assets LLC | 0.52% | Add +7.3% | 751,987 | $34.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 727,316 | $33.1M |
| Northern Trust Corp. | 0.00% | Reduce -26.6% | 713,382 | $32.4M |
| Legal & General Group Plc | 0.01% | Add +6.8% | 706,366 | $32.1M |
| Norges Bank | 0.00% | No change | 676,286 | $30.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 597,807 | $27.2M |
| KBC Group NV | 0.07% | Reduce -0.1% | 563,334 | $25.6M |
| Triodos Investment Management BV | 1.68% | No change | 493,000 | $22.4M |
| Nuveen, LLC | 0.01% | Reduce -7.8% | 410,041 | $18.6M |
| Beck Bode, LLC | 3.05% | Add +8.4% | 396,398 | $18.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.7% | 351,148 | $16.0M |
| Raymond James Financial Inc. | 0.01% | Add +5.5% | 332,962 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.3% | 295,385 | $13.4M |
| Renaissance Technologies | 0.02% | Add +36.8% | 281,000 | $12.8M |
| Victory Capital Management Inc. | 0.01% | Add +6.0% | 270,638 | $12.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 241,618 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.9% | 227,190 | $10.3M |
| Public Sector Pension Investment Board | 0.04% | Add +7.7% | 203,126 | $9.2M |
| Rhumbline Advisers | 0.01% | Add +0.6% | 188,900 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.4% | 176,496 | $8.0M |
| UBS Group AG | 0.00% | Add +40.9% | 171,189 | $7.8M |
| Bank of America Corp. | 0.00% | Add +46.7% | 162,628 | $7.4M |
| Aptus Capital Advisors, LLC | 0.07% | Add +9.9% | 154,865 | $7.0M |
| Thematics Asset Management | 0.32% | No change | 154,470 | $7.0M |
| ProShare Advisors LLC | 0.01% | Reduce -11.0% | 148,970 | $6.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +154.1% | 148,154 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +13.5% | 139,989 | $6.4M |
| Barclays PLC | 0.00% | Add +26.1% | 137,511 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +405.1% | 128,524 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.0% | 128,057 | $5.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.9% | 114,777 | $5.2M |
| American Century Companies Inc. | 0.00% | Add +10.0% | 114,629 | $5.2M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 113,600 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Add +8.8% | 109,205 | $5.0M |
| New Age Alpha Advisors, LLC | 0.21% | Reduce -9.1% | 104,418 | $4.7M |
| Northstar Asset Management Inc. | 1.29% | Add +0.7% | 102,238 | $4.6M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 100,000 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Add +100.5% | 97,170 | $4.4M |
| Jupiter Asset Management Ltd. | 0.04% | Reduce -17.0% | 93,546 | $4.3M |
| Prudential Financial Inc. | 0.01% | Add +6.8% | 90,620 | $4.1M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Reduce -10.7% | 90,031 | $4.1M |
| Crawford Investment Counsel Inc. | 0.07% | New | 85,549 | $3.9M |
| Dark Forest Capital Management LP | 0.15% | New | 84,013 | $3.8M |
| Trexquant Investment LP | 0.04% | Add +266.4% | 82,807 | $3.8M |
| Martingale Asset Management L P | 0.09% | Reduce -1.1% | 82,078 | $3.7M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -7.3% | 80,088 | $3.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +179.1% | 78,182 | $3.6M |
| Deutsche Bank AG | 0.00% | Reduce -32.0% | 76,923 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.1% | 75,446 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -36.0% | 73,592 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +7.5% | 71,813 | $3.3M |
| Advisors Preferred, LLC | 0.53% | New | 69,577 | $3.2M |
| Maryland State Retirement & Pension System | 0.07% | Add +4.8% | 71,103 | $3.2M |
| Mariner, LLC | 0.00% | Add +1.7% | 68,441 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -22.7% | 65,548 | $3.0M |
| Arjuna Capital | 0.76% | Reduce -4.2% | 63,259 | $2.9M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 62,602 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -29.0% | 62,103 | $2.8M |
| Citadel Advisors | 0.00% | Add +83.0% | 61,963 | $2.8M |
| Rodgers Brothers Inc. | 0.35% | New | 61,075 | $2.8M |
| Storebrand Asset Management As | 0.01% | Add +0.7% | 59,590 | $2.7M |
| Kennedy Capital Management LLC | 0.06% | Reduce -24.2% | 57,553 | $2.6M |
| Midwest Trust Co | 0.03% | — | 55,331 | $2.5M |
| California State Teachers Retirement System | 0.00% | Add +0.5% | 54,416 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -72.8% | 54,257 | $2.5M |
| TD Asset Management Inc | 0.00% | Add +17.4% | 51,888 | $2.4M |
| Clear Harbor Asset Management, LLC | 0.17% | Reduce -0.6% | 50,985 | $2.3M |
| Exchange Traded Concepts, LLC | 0.03% | Add +3.1% | 50,455 | $2.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.20% | Add +13.6% | 49,855 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 48,207 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 47,249 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Add +29.7% | 46,425 | $2.1M |
| Bridge City Capital, LLC | 0.58% | Reduce -1.4% | 45,650 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.6% | 45,631 | $2.1M |
| Magellan Asset Management Ltd | 0.02% | Reduce -4.5% | 43,514 | $2.0M |
| Gabelli Funds LLC | 0.01% | No change | 43,200 | $2.0M |
| Oddo BHF Asset Management Sas | 0.07% | New | 41,685 | $1.9M |
| Macquarie Group Ltd. | 0.00% | Reduce -6.3% | 41,163 | $1.9M |
| Holocene Advisors, LP | 0.00% | Add +114.8% | 40,530 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.3% | 40,167 | $1.8M |
| First National Corp. /Ma/ | 0.35% | Reduce -21.9% | 38,366 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +121.0% | 37,000 | $1.7M |
| Nia Impact Advisors, LLC | 0.58% | Reduce -0.8% | 36,992 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.2% | 36,810 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.3% | 36,454 | $1.7M |
| CoreCommodity Management, LLC | 0.27% | Reduce -9.6% | 35,954 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.5% | 35,590 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +2.0% | 35,498 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +7.6% | 35,453 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 32,877 | $1.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 32,800 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +10.6% | 32,046 | $1.5M |
| Atom Investors LP | 0.13% | Add +7.8% | 31,944 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.9% | 30,888 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 30,544 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Add +16.1% | 29,968 | $1.4M |
| Verition Fund Management LLC | 0.01% | New | 29,060 | $1.3M |
| CenterBook Partners LP | 0.07% | Add +24.5% | 28,759 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.7% | 27,800 | $1.3M |
| Freestone Grove Partners LP | 0.01% | Add +256.5% | 27,531 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +0.1% | 27,182 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +4.8% | 27,029 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -9.8% | 25,984 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | New | 25,800 | $1.2M |
| Capital Fund Management S.A. | 0.01% | New | 25,360 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -6.1% | 24,667 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.7% | 24,014 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -18.5% | 23,298 | $1.1M |
| Comerica Bank | 0.00% | Add +1.7% | 22,622 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Add +0.9% | 22,145 | $1.0M |
| Wulff, Hansen & Co. | 0.84% | Reduce -1.0% | 21,655 | $985K |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 21,329 | $970K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -17.4% | 21,149 | $962K |
| Handelsbanken Fonder AB | 0.00% | Add +0.9% | 20,915 | $951K |
| Twinbeech Capital LP | 0.02% | New | 20,844 | $948K |
| Van Eck Associates Corp. | 0.00% | Add +8.7% | 20,322 | $924K |
| Teton Advisors, Inc. | 0.58% | Reduce -4.5% | 20,060 | $912K |
| Alps Advisors Inc. | 0.01% | Reduce -0.7% | 19,602 | $891K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -67.0% | 19,565 | $890K |
| South Dakota Investment Council | 0.02% | Reduce -18.8% | 19,515 | $888K |
| Canvas Wealth Advisors, LLC | 0.17% | Add +3.5% | 19,556 | $867K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 17,361 | $790K |
| Amalgamated Bank | 0.01% | Add +0.2% | 16,954 | $771K |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 16,746 | $762K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.2% | 16,551 | $753K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $749K |
| Cerity Partners LLC | 0.00% | Add +22.1% | 16,320 | $742K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.0% | 16,023 | $729K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -15.6% | 15,996 | $727K |
| Creative Planning | 0.00% | Add +1.7% | 15,302 | $696K |
| Penn Mutual Asset Management | 1.51% | Add +20.1% | 14,950 | $680K |
| Manchester Capital Management LLC | 0.09% | Reduce -0.5% | 14,881 | $677K |
| Mackenzie Financial Corp. | 0.00% | Reduce -3.5% | 14,358 | $653K |
| KLP Kapitalforvaltning As | 0.00% | Add +17.4% | 14,200 | $646K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -7.7% | 14,134 | $643K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.1% | 13,791 | $627K |
| Tidal Investments LLC | 0.00% | Add +6.9% | 13,625 | $620K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.1% | 13,614 | $619K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | No change | 13,500 | $614K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.8% | 13,458 | $612K |
| Cetera Investment Advisers | 0.00% | Add +9.5% | 13,253 | $603K |
| Pictet Asset Management Holding SA | 0.00% | Add +3.3% | 13,129 | $597K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.7% | 12,885 | $586K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 12,893 | $586K |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 12,698 | $578K |
| Cullen Capital Management, LLC | 0.01% | No change | 12,487 | $568K |
| Jennison Associates LLC | 0.00% | Reduce -43.5% | 12,439 | $566K |
| Allworth Financial LP | 0.00% | Reduce -21.4% | 12,434 | $566K |
| SG Americas Securities, LLC | 0.00% | Reduce -78.4% | 12,121 | $551K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.5% | 12,128 | $551K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.2% | 11,867 | $540K |
| Legato Capital Management LLC | 0.06% | No change | 11,848 | $539K |
| Quantinno Capital Management LP | 0.00% | Add +70.6% | 11,699 | $532K |
| Clean Yield Group | 0.16% | No change | 11,485 | $522K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.7% | 11,317 | $518K |
| Banque Pictet & Cie SA | 0.01% | Reduce -6.3% | 11,375 | $517K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 11,311 | $514K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.2% | 11,205 | $510K |
| STRS Ohio | 0.00% | Reduce -39.3% | 11,100 | $505K |
| Natixis Advisors, LLC | 0.00% | Reduce -6.9% | 11,059 | $503K |
| Graham Capital Management, L.P. | 0.02% | Reduce -72.7% | 10,900 | $496K |
| Ethic Inc. | 0.01% | Add +91.2% | 10,592 | $482K |
| DRW Securities, LLC | 0.03% | New | 10,575 | $481K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -75.3% | 9,953 | $453K |
| Pathstone Holdings, LLC | 0.00% | Add +13.7% | 9,950 | $453K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -9.1% | 9,720 | $442K |
| Quantbot Technologies LP | 0.01% | New | 9,630 | $438K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.4% | 9,030 | $411K |
| ELCO Management Co., LLC | 0.21% | Reduce -10.2% | 8,902 | $405K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -4.7% | 8,056 | $366K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 8,025 | $365K |
| Green Alpha Advisors, LLC | 0.34% | Reduce -7.0% | 7,849 | $357K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $352K |
| Sei Investments Co. | 0.00% | Add +48.7% | 7,664 | $349K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.7% | 7,652 | $348K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $346K |
| Glenmede Investment Management, LP | 0.00% | — | 7,537 | $343K |
| Two Sigma Investments, LP | 0.00% | New | 7,476 | $340K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.3% | 7,372 | $335K |
| Sound Income Strategies, LLC | 0.02% | No change | 7,210 | $328K |
| TRUE Private Wealth Advisors | 0.04% | No change | 7,200 | $327K |
| Man Group plc | 0.00% | Reduce -93.2% | 7,190 | $327K |
| HRT Financial LP | 0.00% | Reduce -72.7% | 7,044 | $320K |
| Ieq Capital, LLC | 0.00% | Reduce -43.9% | 6,974 | $317K |
| Wealth Architects, LLC | 0.03% | Add +0.7% | 6,948 | $316K |
| Meeder Advisory Services, Inc. | 0.02% | New | 6,931 | $315K |
| Los Angeles Capital Management LLC | 0.00% | Add +10.2% | 6,909 | $314K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 6,830 | $311K |
| Cwm, LLC | 0.00% | Add +21.9% | 6,778 | $308K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 6,739 | $306K |
| Millennium Management | 0.00% | New | 6,735 | $306K |
| Maple Capital Management, Inc. | 0.02% | No change | 6,667 | $303K |
| Hutchinson Capital Management | 0.05% | Reduce -0.1% | 6,610 | $301K |
| Atria Investments, Inc | 0.00% | New | 6,575 | $299K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 6,566 | $299K |
| Osaic Holdings, Inc. | 0.00% | Add +32.6% | 6,402 | $294K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -8.7% | 6,325 | $288K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +664.7% | 6,286 | $286K |
| D. E. Shaw & Co. | 0.00% | Add +25.6% | 6,146 | $280K |
| Avantax Advisory Services, Inc. | 0.00% | Add +24.5% | 6,117 | $278K |
| Squarepoint Ops LLC | 0.00% | New | 6,048 | $275K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.5% | 6,021 | $274K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 6,000 | $273K |
| Engineers Gate Manager LP | 0.00% | New | 5,806 | $264K |
| HSBC Holdings PLC | 0.00% | Reduce -65.7% | 5,817 | $263K |
| CIBC Asset Management Inc | 0.00% | No change | 5,722 | $260K |
| Praxis Investment Management Inc. | 0.02% | Reduce -26.0% | 5,680 | $258K |
| Jacobi Capital Management LLC | 0.02% | Reduce -13.6% | 5,655 | $257K |
| Baird Financial Group, Inc. | 0.00% | New | 5,499 | $250K |
| Algert Global LLC | 0.01% | No change | 5,307 | $241K |
| Oxford Asset Management LLP | 0.08% | New | 5,156 | $234K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.1% | 5,086 | $231K |
| Corient IA LP | 0.13% | No change | 5,000 | $227K |
| Wellington Shields & Co., LLC | 0.06% | No change | 5,000 | $227K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.2% | 4,995 | $227K |
| Mission Wealth Management, LP | 0.00% | Add +0.2% | 4,977 | $226K |
| Tudor Investment Corporation | 0.00% | Reduce -18.2% | 4,914 | $223K |
| Neuberger Berman Group LLC | 0.00% | New | 4,874 | $222K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.1% | 4,793 | $218K |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 4,682 | $213K |
| Xponance LLC | 0.00% | Add +3.0% | 4,641 | $211K |
| Alan B Lancz & Associates, Inc. | 0.21% | No change | 4,600 | $209K |
| Asset Planning,Inc | 0.15% | No change | 4,500 | $205K |
| Gitterman Wealth Management, LLC | 0.05% | Add +2.5% | 4,461 | $203K |
| Spirit of America Management Corp. | 0.04% | Add +100.0% | 4,000 | $182K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 3,826 | $174K |
| Rothschild Investment LLC | 0.01% | Add +2.0% | 2,749 | $125K |
| Millstone Evans Group, LLC | 0.07% | No change | 2,250 | $102K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,013 | $92K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -33.9% | 1,988 | $90K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $76K |
| Global Retirement Partners, LLC | 0.00% | — | 1,658 | $75K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,620 | $74K |
| Sterling Capital Management LLC | 0.00% | Add +108.9% | 1,615 | $73K |
| GAMMA Investing LLC | 0.00% | Add +76.9% | 1,514 | $69K |
| Broadwater Capital Management LLC | 0.05% | Add +4448.0% | 63,672 | $64K |
| Signaturefd, LLC | 0.00% | Add +130.2% | 1,397 | $64K |
| Shell Asset Management Co. | 0.00% | Reduce -10.2% | 1,246 | $57K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $57K |
| State of Wyoming | 0.01% | Add +1.1% | 1,218 | $55K |
| Parkworth Wealth Management, Inc. | 0.04% | Add +0.5% | 1,119 | $51K |
| Jones Financial Companies LLLP | 0.00% | Add +55.0% | 1,099 | $50K |
| Bokf, NA | 0.00% | Reduce -7.8% | 1,034 | $47K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $45K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $38K |
| Whittier Trust Co. | 0.00% | New | 800 | $36K |
| Larson Financial Group LLC | 0.00% | Add +84.7% | 796 | $36K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 789 | $36K |
| NBT Bank, N.A. | 0.00% | No change | 700 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +109.9% | 697 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +0.7% | 686 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $30K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 630 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $27K |
| Danske Bank A/S | 0.00% | No change | 600 | $27K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -11.2% | 597 | $27K |
| Tower View Wealth Management LLC | 0.01% | Add +0.6% | 527 | $24K |
| IFP Advisors, Inc | 0.00% | Add +23.2% | 435 | $22K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -36.3% | 453 | $21K |
| Parallel Advisors, LLC | 0.00% | Reduce -82.3% | 451 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 450 | $20K |
| Vega Investment Solutions | 0.00% | Reduce -45.3% | 445 | $20K |
| Clearstead Advisors, LLC | 0.00% | New | 433 | $20K |
| HM Payson & Co. | 0.00% | No change | 420 | $19K |
| Parvin Asset Management, LLC | 0.02% | No change | 400 | $18K |
| Trust Co. of Toledo NA | 0.00% | New | 400 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +13.1% | 397 | $18K |
| True Wealth Design, LLC | 0.01% | Add +107.1% | 381 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.1% | 313 | $14K |
| Simplex Trading, LLC | 0.00% | Add +307.7% | 318 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $14K |
| MAI Capital Management | 0.00% | Add +38.5% | 277 | $13K |
| Costello Asset Management, INC | 0.00% | Add +0.4% | 270 | $12K |
| UMB Bank, n.a. | 0.00% | Add +3.8% | 249 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -18.9% | 245 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +81.5% | 236 | $11K |
| Brooklyn Investment Group | 0.00% | Add +96.7% | 240 | $11K |
| Rise Advisors, LLC | 0.00% | Add +0.8% | 236 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Add +127.3% | 225 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $9K |
| Leonteq Securities AG | 0.00% | Add +56.4% | 172 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 160 | $7K |
| Principal Securities, Inc. | 0.00% | Add +37.4% | 158 | $7K |
| Hemington Wealth Management | 0.00% | Add +1.2% | 174 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $6K |
| Bfsg, LLC | 0.00% | No change | 136 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +1025.0% | 135 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +40.5% | 118 | $5K |
| MCF Advisors LLC | 0.00% | No change | 100 | $5K |
| Arax Advisory Partners | 0.00% | No change | 85 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 73 | $3K |
| Huntington National Bank | 0.00% | Add +77.5% | 71 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 65 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| Essential Partners LLC | 0.00% | — | 60 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -60.5% | 53 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 47 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.2% | 46 | $2K |
| Assetmark, Inc. | 0.00% | Add +633.3% | 44 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -32.0% | 34 | $2K |
| Sierra Ocean, LLC | 0.00% | Add +105.0% | 41 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Graney & King, LLC | 0.00% | No change | 36 | $2K |
| Boreal Capital Management LLC | 0.00% | — | 34 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 30 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -32.4% | 23 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 22 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -90.8% | 22 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 17 | $774 |
| Farther Finance Advisors, LLC | 0.00% | Add +23.1% | 16 | $728 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -53.6% | 13 | $592 |
| Ameritas Advisory Services, LLC | 0.00% | New | 11 | $500 |
| NewSquare Capital LLC | 0.00% | Reduce -59.1% | 9 | $409 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -12.5% | 7 | $319 |
| Cornerstone Planning Group LLC | 0.00% | New | 6 | $278 |
| Abound Wealth Management | 0.00% | No change | 4 | $182 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 4 | $182 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $136 |
| Financial Gravity Companies, Inc. | 0.00% | — | 3 | $136 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $136 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $90 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $46 |
| AlphaQuest LLC | 0.00% | Reduce -80.0% | 1 | $45 |
| 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.