California Water Service GrpCWT
13F holders, Q3 2025 (September 30)337holders −1
34new positions
30sold out
5famous investors
$45.89avg. 13F price*
At the end of Q3 2025, 337 institutions reported holding California Water Service Grp (CWT) in their 13F filings, down 1 from Q2 2025. 34 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($479.5M), Vanguard Group Inc. ($335.6M) and T. Rowe Price Investment Management, Inc. ($151.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $10.2M |
| Exits | 30 | $27.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,347,805 shares bought and 1,942,411 shares sold, net +405,394 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 337 holders
| BlackRock, Inc. | 0.01% | Add +0.8% | 10,448,234 | $479.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 7,312,302 | $335.6M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +0.8% | 3,300,909 | $151.5M |
| State Street Corp. | 0.00% | Reduce -2.6% | 3,101,001 | $142.3M |
| Amundi | 0.03% | Add +19.4% | 2,276,599 | $104.3M |
| Nuance Investments, LLC | 8.24% | Add +2.1% | 1,764,459 | $81.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 1,416,337 | $65.0M |
| First Trust Advisors LP | 0.05% | Add +4.4% | 1,404,320 | $64.4M |
| FMR LLC | 0.00% | Add +33.3% | 1,403,132 | $64.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.8% | 1,149,018 | $52.7M |
| Invesco Ltd. | 0.01% | Reduce -2.6% | 897,064 | $41.2M |
| Morgan Stanley | 0.00% | Reduce -6.7% | 802,125 | $36.8M |
| Legal & General Group Plc | 0.01% | Add +7.6% | 760,261 | $34.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.48% | Reduce -2.9% | 730,263 | $33.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.2% | 718,555 | $33.0M |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 655,254 | $30.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.8% | 568,803 | $26.1M |
| Triodos Investment Management BV | 1.64% | No change | 493,000 | $22.6M |
| KBC Group NV | 0.05% | Reduce -20.7% | 446,627 | $20.5M |
| Beck Bode, LLC | 2.98% | Add +1.5% | 402,261 | $18.5M |
| Nuveen, LLC | 0.00% | Reduce -4.6% | 391,302 | $18.0M |
| Millennium Management | 0.01% | Add +5365.1% | 368,074 | $16.9M |
| Renaissance Technologies | 0.02% | Add +7.2% | 301,116 | $13.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.4% | 298,282 | $13.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.6% | 287,705 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Add +14.8% | 277,245 | $12.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.9% | 268,100 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.4% | 259,992 | $11.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -31.1% | 241,777 | $11.1M |
| UBS Group AG | 0.00% | Add +40.3% | 240,112 | $11.0M |
| Public Sector Pension Investment Board | 0.04% | Add +14.4% | 232,432 | $10.7M |
| American Century Companies Inc. | 0.01% | Add +98.8% | 227,822 | $10.5M |
| Rhumbline Advisers | 0.01% | Add +0.4% | 189,695 | $8.7M |
| Aptus Capital Advisors, LLC | 0.07% | Add +15.3% | 178,487 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.4% | 156,444 | $7.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.2% | 151,401 | $6.9M |
| ProShare Advisors LLC | 0.01% | Add +0.5% | 149,642 | $6.9M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 149,506 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Add +29.3% | 141,181 | $6.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.3% | 133,624 | $6.1M |
| Swiss National Bank | 0.00% | Add +1.6% | 115,400 | $5.3M |
| AQR Capital Management | 0.00% | Add +55.1% | 114,154 | $5.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.9% | 112,573 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -20.5% | 111,325 | $5.1M |
| Barclays PLC | 0.00% | Reduce -20.1% | 109,885 | $5.0M |
| Northstar Asset Management Inc. | 1.27% | Add +3.7% | 106,053 | $4.9M |
| Federated Hermes, Inc. | 0.01% | Add +3.5% | 100,525 | $4.6M |
| Thematics Asset Management | 0.21% | Reduce -35.0% | 100,470 | $4.6M |
| New Age Alpha Advisors, LLC | 0.19% | Reduce -4.7% | 99,477 | $4.6M |
| Dark Forest Capital Management LP | 0.17% | Add +16.6% | 97,996 | $4.5M |
| Mariner, LLC | 0.01% | Add +39.9% | 95,747 | $4.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.20% | Add +2.3% | 92,071 | $4.2M |
| Crawford Investment Counsel Inc. | 0.07% | Add +5.2% | 89,989 | $4.1M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +5.1% | 84,208 | $3.9M |
| Deutsche Bank AG | 0.00% | Add +9.2% | 83,980 | $3.9M |
| Prudential Financial Inc. | 0.00% | Reduce -8.0% | 83,340 | $3.8M |
| Martingale Asset Management L P | 0.10% | Add +0.6% | 82,597 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +10.7% | 79,473 | $3.6M |
| Trexquant Investment LP | 0.03% | Reduce -19.2% | 66,909 | $3.1M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -10.3% | 63,795 | $2.9M |
| New York State Teachers Retirement System | 0.01% | No change | 62,602 | $2.9M |
| Rodgers Brothers Inc. | 0.33% | Reduce -5.4% | 57,775 | $2.7M |
| Kennedy Capital Management LLC | 0.06% | Add +0.0% | 57,574 | $2.6M |
| Storebrand Asset Management As | 0.01% | Reduce -3.4% | 57,549 | $2.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -26.9% | 57,173 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +4.3% | 56,761 | $2.6M |
| Midwest Trust Co | 0.03% | Reduce -0.2% | 55,211 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -58.1% | 53,841 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +45.0% | 53,635 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.0% | 51,993 | $2.4M |
| TD Asset Management Inc | 0.00% | No change | 51,888 | $2.4M |
| Clear Harbor Asset Management, LLC | 0.17% | No change | 50,985 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Add +8.6% | 50,428 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.0% | 49,588 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -22.9% | 47,912 | $2.2M |
| Verition Fund Management LLC | 0.01% | Add +61.9% | 47,047 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +88.2% | 46,430 | $2.1M |
| Magellan Asset Management Ltd | 0.03% | Add +5.8% | 46,034 | $2.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.14% | Reduce -7.8% | 45,984 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +13.2% | 45,479 | $2.1M |
| Bridge City Capital, LLC | 0.55% | Reduce -1.7% | 44,878 | $2.1M |
| SG Americas Securities, LLC | 0.01% | Add +270.2% | 44,871 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.9% | 44,644 | $2.0M |
| Gabelli Funds LLC | 0.01% | No change | 43,200 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.4% | 41,795 | $1.9M |
| Freestone Grove Partners LP | 0.01% | Add +48.9% | 40,995 | $1.9M |
| Nia Impact Advisors, LLC | 0.56% | Add +1.7% | 37,611 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.50% | New | 37,534 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +491.6% | 36,358 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.8% | 36,162 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.5% | 35,410 | $1.6M |
| First National Corp. /Ma/ | 0.31% | Reduce -5.8% | 36,140 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.0% | 34,422 | $1.6M |
| Macquarie Group Ltd. | 0.00% | Reduce -17.9% | 33,777 | $1.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 32,800 | $1.5M |
| AlphaQuest LLC | 0.10% | Add +3195600.0% | 31,957 | $1.5M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -10.3% | 31,787 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.7% | 31,506 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 30,544 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.0% | 29,018 | $1.3M |
| Arjuna Capital | 0.33% | Reduce -54.5% | 28,771 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.4% | 27,743 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.4% | 27,400 | $1.3M |
| Maven Securities LTD | 0.24% | New | 27,112 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -1.3% | 26,826 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | New | 26,625 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 26,374 | $1.2M |
| Janus Henderson Group PLC | 0.00% | Add +11.1% | 25,873 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | No change | 25,800 | $1.2M |
| CoreCommodity Management, LLC | 0.21% | Reduce -28.9% | 25,580 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -23.5% | 25,139 | $1.2M |
| Intech Investment Management LLC | 0.01% | Reduce -8.0% | 23,894 | $1.1M |
| Voloridge Investment Management, LLC | 0.00% | New | 22,318 | $1.0M |
| Van Eck Associates Corp. | 0.00% | Add +6.8% | 21,700 | $996K |
| Wulff, Hansen & Co. | 0.84% | Reduce -2.0% | 21,225 | $974K |
| HRT Financial LP | 0.00% | Add +198.0% | 20,991 | $963K |
| Handelsbanken Fonder AB | 0.00% | No change | 20,915 | $960K |
| CenterBook Partners LP | 0.05% | Reduce -28.4% | 20,583 | $945K |
| Canvas Wealth Advisors, LLC | 0.17% | Add +5.6% | 20,653 | $938K |
| Two Sigma Investments, LP | 0.00% | Add +172.6% | 20,376 | $935K |
| LPL Financial LLC | 0.00% | Reduce -5.4% | 20,175 | $926K |
| Alps Advisors Inc. | 0.01% | Add +2.9% | 20,173 | $926K |
| Teton Advisors, LLC | 0.57% | — | 20,060 | $921K |
| Cerity Partners LLC | 0.00% | Add +21.6% | 19,850 | $911K |
| Comerica Bank | 0.00% | Reduce -15.8% | 19,047 | $874K |
| Brevan Howard Capital Management LP | 0.01% | New | 18,795 | $863K |
| Yousif Capital Management, LLC | 0.01% | Reduce -16.9% | 18,410 | $845K |
| Quantinno Capital Management LP | 0.00% | Add +55.4% | 18,176 | $834K |
| Gsa Capital Partners LLP | 0.07% | New | 17,924 | $823K |
| Cetera Investment Advisers | 0.00% | Add +34.3% | 17,793 | $817K |
| Arizona State Retirement System | 0.00% | Add +1.5% | 17,627 | $809K |
| Creative Planning | 0.00% | Add +13.3% | 17,335 | $796K |
| Amalgamated Bank | 0.01% | Add +1.8% | 17,260 | $792K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -21.0% | 16,712 | $767K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,551 | $760K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.0% | 16,548 | $759K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $755K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.6% | 15,933 | $731K |
| South Dakota Investment Council | 0.01% | Reduce -18.4% | 15,915 | $730K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.0% | 15,839 | $727K |
| Mackenzie Financial Corp. | 0.00% | Add +4.5% | 15,004 | $689K |
| Penn Mutual Asset Management | 1.68% | No change | 14,950 | $686K |
| Manchester Capital Management LLC | 0.09% | No change | 14,881 | $683K |
| Capital Fund Management S.A. | 0.01% | Reduce -42.6% | 14,564 | $668K |
| Engineers Gate Manager LP | 0.01% | Add +150.7% | 14,556 | $668K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.6% | 14,292 | $656K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,200 | $652K |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -0.9% | 14,007 | $643K |
| Citadel Advisors | 0.00% | Reduce -77.6% | 13,887 | $637K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | No change | 13,500 | $620K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.5% | 13,414 | $616K |
| Atria Investments, Inc | 0.01% | Add +101.5% | 13,251 | $608K |
| Tidal Investments LLC | 0.00% | Reduce -3.0% | 13,216 | $606K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 13,161 | $604K |
| Allworth Financial LP | 0.00% | Add +1.4% | 12,612 | $579K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.8% | 12,432 | $576K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +55.5% | 12,531 | $575K |
| Cullen Capital Management, LLC | 0.01% | No change | 12,487 | $573K |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 12,320 | $565K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.5% | 12,148 | $557K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.2% | 11,886 | $545K |
| Legato Capital Management LLC | 0.06% | No change | 11,848 | $544K |
| Ethic Inc. | 0.01% | Add +8.8% | 11,520 | $529K |
| Banque Pictet & Cie SA | 0.01% | Reduce -0.6% | 11,304 | $519K |
| Clean Yield Group | 0.15% | Reduce -2.2% | 11,235 | $516K |
| Voya Investment Management LLC | 0.00% | Reduce -33.1% | 11,197 | $514K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -9.9% | 10,924 | $501K |
| Pathstone Holdings, LLC | 0.00% | Add +8.4% | 10,782 | $495K |
| Natixis Advisors, LLC | 0.00% | Reduce -4.3% | 10,587 | $486K |
| Oxford Asset Management LLP | 0.16% | Add +105.1% | 10,575 | $485K |
| D.A. Davidson & Co. | 0.00% | Reduce -5.9% | 10,547 | $484K |
| Quantbot Technologies LP | 0.01% | Add +9.2% | 10,518 | $483K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -7.6% | 10,447 | $479K |
| Gitterman Wealth Management, LLC | 0.11% | Add +131.0% | 10,306 | $473K |
| Capstone Investment Advisors, LLC | 0.01% | New | 10,263 | $471K |
| Captrust Financial Advisors | 0.00% | New | 10,188 | $468K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -57.9% | 10,114 | $464K |
| Cwm, LLC | 0.00% | Add +40.1% | 9,495 | $436K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.3% | 9,008 | $413K |
| Holocene Advisors, LP | 0.00% | Reduce -77.8% | 9,006 | $413K |
| Corient Private Wealth LP | 0.00% | Add +90.6% | 8,925 | $410K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -8.9% | 8,852 | $406K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.4% | 8,783 | $403K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 8,504 | $390K |
| ELCO Management Co., LLC | 0.19% | Reduce -10.8% | 7,943 | $365K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 7,791 | $358K |
| Sei Investments Co. | 0.00% | Add +1.1% | 7,747 | $356K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $355K |
| Glenmede Investment Management, LP | 0.00% | Add +1.3% | 7,633 | $350K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $349K |
| Green Alpha Advisors, LLC | 0.33% | Reduce -5.0% | 7,453 | $342K |
| Sound Income Strategies, LLC | 0.02% | No change | 7,210 | $337K |
| Edgestream Partners, L.P. | 0.01% | New | 7,253 | $333K |
| Wealth Architects, LLC | 0.03% | Add +4.1% | 7,235 | $332K |
| Quadrature Capital Ltd | 0.00% | New | 7,231 | $332K |
| TRUE Private Wealth Advisors | 0.03% | No change | 7,200 | $330K |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 6,912 | $319K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -0.2% | 6,916 | $317K |
| STRS Ohio | 0.00% | Reduce -37.8% | 6,900 | $317K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 6,830 | $313K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.8% | 6,674 | $306K |
| Maple Capital Management, Inc. | 0.02% | No change | 6,667 | $306K |
| Hutchinson Capital Management | 0.05% | Add +0.0% | 6,612 | $303K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 6,569 | $301K |
| Spirit of America Management Corp. | 0.06% | Add +62.5% | 6,500 | $298K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 6,000 | $296K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,378 | $293K |
| Ieq Capital, LLC | 0.00% | Reduce -9.3% | 6,322 | $290K |
| Entropy Technologies, LP | 0.02% | New | 6,269 | $288K |
| Russell Investments Group, Ltd. | 0.00% | Add +214.8% | 6,259 | $287K |
| Algert Global LLC | 0.00% | Add +17.9% | 6,257 | $287K |
| Baird Financial Group, Inc. | 0.00% | Add +11.3% | 6,119 | $281K |
| MQS Management LLC | 0.16% | New | 6,021 | $276K |
| US Bancorp \de | 0.00% | Reduce -12.4% | 5,904 | $271K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +15.2% | 5,752 | $264K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,680 | $261K |
| Jacobi Capital Management LLC | 0.02% | Add +0.1% | 5,663 | $260K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.2% | 5,594 | $257K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 5,136 | $236K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -14.8% | 5,131 | $235K |
| Corient IA LP | 0.17% | No change | 5,000 | $229K |
| Wellington Shields & Co., LLC | 0.06% | No change | 5,000 | $229K |
| Mission Wealth Management, LP | 0.00% | Add +0.2% | 4,989 | $229K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,793 | $220K |
| Xponance LLC | 0.00% | Add +1.2% | 4,697 | $216K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.9% | 4,685 | $215K |
| Hohimer Wealth Management, LLC | 0.03% | New | 4,673 | $214K |
| Alan B Lancz & Associates, Inc. | 0.19% | No change | 4,600 | $211K |
| Evergreen Capital Management LLC | 0.01% | New | 4,548 | $209K |
| Arax Advisory Partners | 0.00% | Add +5228.2% | 4,529 | $208K |
| Asset Planning,Inc | 0.15% | No change | 4,500 | $207K |
| Sterling Capital Management LLC | 0.00% | Add +156.5% | 4,143 | $190K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -36.2% | 4,012 | $184K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 3,915 | $180K |
| Rothschild Investment LLC | 0.01% | Reduce -8.0% | 2,530 | $116K |
| Creative Financial Designs Inc. | 0.01% | Reduce -81.9% | 2,327 | $107K |
| Millstone Evans Group, LLC | 0.07% | No change | 2,250 | $103K |
| GAMMA Investing LLC | 0.01% | Add +33.8% | 2,026 | $93K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,013 | $92K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $76K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,658 | $76K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,643 | $75K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,620 | $74K |
| Mather Group, Llc. | 0.00% | New | 1,528 | $70K |
| Signaturefd, LLC | 0.00% | Add +4.8% | 1,464 | $67K |
| Broadwater Capital Management LLC | 0.05% | Reduce -97.8% | 1,400 | $64K |
| Jones Financial Companies LLLP | 0.00% | Add +16.9% | 1,285 | $59K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1475.3% | 1,150 | $53K |
| Bokf, NA | 0.00% | No change | 1,034 | $47K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $46K |
| Advisory Services Network, LLC | 0.00% | New | 957 | $44K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 939 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +28.8% | 898 | $41K |
| Hantz Financial Services, Inc. | 0.00% | Add +291.1% | 880 | $40K |
| Essential Partners LLC | 0.01% | Add +1336.7% | 862 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $39K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +7.5% | 848 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $39K |
| Larson Financial Group LLC | 0.00% | Reduce -0.1% | 795 | $36K |
| Whittier Trust Co. | 0.00% | No change | 800 | $36K |
| NBT Bank, N.A. | 0.00% | No change | 700 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $31K |
| Versant Capital Management, Inc | 0.00% | Reduce -6.8% | 639 | $29K |
| Clearstead Advisors, LLC | 0.00% | Add +44.6% | 626 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.7% | 601 | $28K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $28K |
| Danske Bank A/S | 0.00% | No change | 600 | $28K |
| True Wealth Design, LLC | 0.01% | Add +50.4% | 573 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Add +3318.8% | 547 | $25K |
| Quadrant Capital Group LLC | 0.00% | New | 536 | $25K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 504 | $23K |
| Banque Cantonale Vaudoise | 0.00% | No change | 453 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 450 | $21K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.9% | 447 | $21K |
| 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% | No change | 400 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -5.0% | 377 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -16.6% | 363 | $17K |
| Fifth Third Bancorp | 0.00% | Add +46.1% | 358 | $16K |
| Salomon & Ludwin, LLC | 0.00% | New | 347 | $16K |
| Shell Asset Management Co. | 0.00% | Reduce -74.2% | 322 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $14K |
| UMB Bank, n.a. | 0.00% | Add +16.9% | 291 | $13K |
| Costello Asset Management, INC | 0.00% | Add +0.7% | 272 | $12K |
| Westfuller Advisors, LLC | 0.01% | New | 265 | $12K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 232 | $11K |
| Rise Advisors, LLC | 0.00% | Add +0.4% | 237 | $11K |
| MAI Capital Management | 0.00% | Reduce -25.3% | 207 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $9K |
| Leonteq Securities AG | 0.00% | Add +15.1% | 198 | $9K |
| Bessemer Group Inc. | 0.00% | Add +441.2% | 184 | $9K |
| NewEdge Advisors, LLC | 0.00% | New | 175 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +21.5% | 164 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 158 | $7K |
| Hemington Wealth Management | 0.00% | No change | 174 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $7K |
| Bfsg, LLC | 0.00% | No change | 136 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Add +152.8% | 134 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.8% | 119 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 107 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 100 | $5K |
| MCF Advisors LLC | 0.00% | No change | 100 | $5K |
| Root Financial Partners, LLC | 0.00% | New | 70 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 65 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -83.4% | 52 | $2K |
| Quarry LP | 0.00% | New | 48 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -85.5% | 46 | $2K |
| Huntington National Bank | 0.00% | Reduce -43.7% | 40 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 37 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 36 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -10.0% | 36 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +47.8% | 34 | $2K |
| Boreal Capital Management LLC | 0.00% | No change | 34 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 30 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 29 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -38.6% | 27 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +4.5% | 23 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 22 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +53.9% | 20 | $918 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 17 | $781 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -67.4% | 15 | $689 |
| TD Private Client Wealth LLC | 0.00% | New | 15 | $688 |
| Rossby Financial, LCC | 0.00% | New | 11 | $490 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $282 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +200.0% | 6 | $275 |
| Cornerstone Planning Group LLC | 0.00% | No change | 6 | $271 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $184 |
| Abound Wealth Management | 0.00% | No change | 4 | $184 |
| Rialto Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $184 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $138 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $92 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $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.