California Water Service GrpCWT
13F holders, Q4 2025 (December 31)329holders −8
26new positions
39sold out
6famous investors
$43.33avg. 13F price*
At the end of Q4 2025, 329 institutions reported holding California Water Service Grp (CWT) in their 13F filings, down 8 from Q3 2025. 26 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($462.8M), Vanguard Group Inc. ($318.3M) and T. Rowe Price Investment Management, Inc. ($144.6M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $20.7M |
| Exits | 39 | $13.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,398,298 shares bought and 2,309,649 shares sold, net +88,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| BlackRock, Inc. | 0.01% | Add +2.2% | 10,681,351 | $462.8M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 7,346,457 | $318.3M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +1.1% | 3,337,205 | $144.6M |
| State Street Corp. | 0.00% | Reduce -2.3% | 3,029,950 | $131.3M |
| Amundi | 0.04% | Add +20.3% | 2,738,993 | $118.6M |
| Nuance Investments, LLC | 8.71% | Add +3.5% | 1,825,390 | $79.1M |
| FMR LLC | 0.00% | Add +28.0% | 1,796,148 | $77.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 1,420,950 | $61.6M |
| First Trust Advisors LP | 0.04% | Reduce -2.6% | 1,367,978 | $59.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.4% | 1,153,931 | $50.0M |
| Invesco Ltd. | 0.00% | Add +6.4% | 954,234 | $41.3M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 767,034 | $33.2M |
| Legal & General Group Plc | 0.01% | Add +0.5% | 763,847 | $33.1M |
| CBRE Investment Management Listed Real Assets LLC | 0.46% | Reduce -1.1% | 722,345 | $31.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.1% | 710,668 | $30.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.7% | 611,552 | $26.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.3% | 504,836 | $21.9M |
| KBC Group NV | 0.04% | No change | 446,627 | $19.4M |
| Nuveen, LLC | 0.01% | Add +12.5% | 440,074 | $19.1M |
| Triodos Investment Management BV | 1.30% | Reduce -16.0% | 414,000 | $18.0M |
| Beck Bode, LLC | 2.80% | Reduce -3.4% | 388,418 | $16.8M |
| Victory Capital Management Inc. | 0.01% | Add +17.7% | 315,465 | $13.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.3% | 284,023 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.5% | 281,888 | $12.2M |
| ExodusPoint Capital Management, LP | 0.12% | New | 238,840 | $10.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.0% | 234,643 | $10.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.0% | 226,290 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 225,886 | $9.8M |
| UBS Group AG | 0.00% | Reduce -10.8% | 214,279 | $9.3M |
| Public Sector Pension Investment Board | 0.03% | Reduce -11.3% | 206,197 | $8.9M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.4% | 179,202 | $7.8M |
| Rhumbline Advisers | 0.01% | Reduce -8.4% | 173,665 | $7.5M |
| Citadel Advisors | 0.01% | Add +1143.8% | 172,730 | $7.5M |
| ProShare Advisors LLC | 0.01% | Add +0.7% | 150,627 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.0% | 147,110 | $6.4M |
| Trexquant Investment LP | 0.05% | Add +102.7% | 135,592 | $5.9M |
| American Century Companies Inc. | 0.00% | Reduce -43.8% | 128,016 | $5.5M |
| Barclays PLC | 0.00% | Add +11.5% | 122,521 | $5.3M |
| Federated Hermes, Inc. | 0.01% | Add +21.4% | 122,020 | $5.3M |
| Swiss National Bank | 0.00% | Add +1.8% | 117,500 | $5.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.4% | 112,152 | $4.9M |
| Renaissance Technologies | 0.01% | Reduce -62.8% | 111,900 | $4.8M |
| Bank of America Corp. | 0.00% | Reduce -33.7% | 99,074 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +24.1% | 98,602 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -27.3% | 97,181 | $4.2M |
| Crawford Investment Counsel Inc. | 0.07% | Add +2.2% | 91,989 | $4.0M |
| Millennium Management | 0.00% | Reduce -75.5% | 90,157 | $3.9M |
| Mariner, LLC | 0.00% | Reduce -9.0% | 87,097 | $3.8M |
| Deutsche Bank AG | 0.00% | Add +3.6% | 86,990 | $3.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.18% | Reduce -7.9% | 84,799 | $3.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -41.0% | 83,254 | $3.6M |
| Northstar Asset Management Inc. | 0.93% | Reduce -21.9% | 82,861 | $3.6M |
| Martingale Asset Management L P | 0.09% | Reduce -1.4% | 81,447 | $3.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -3.9% | 80,919 | $3.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -50.9% | 74,380 | $3.2M |
| Prudential Financial Inc. | 0.00% | Reduce -16.2% | 69,833 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Add +82.0% | 66,191 | $2.9M |
| Maryland State Retirement & Pension System | 0.06% | Add +1.1% | 64,497 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Add +0.6% | 63,002 | $2.7M |
| AQR Capital Management | 0.00% | Reduce -46.4% | 61,139 | $2.6M |
| TD Asset Management Inc | 0.00% | Add +11.8% | 58,038 | $2.5M |
| Storebrand Asset Management As | 0.01% | No change | 57,549 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 56,718 | $2.5M |
| Midwest Trust Co | 0.03% | Reduce -1.4% | 54,428 | $2.4M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.08% | — | 54,407 | $2.4M |
| Allianz Asset Management GmbH | 0.00% | Add +6.2% | 53,544 | $2.3M |
| Rodgers Brothers Inc. | 0.27% | Reduce -9.7% | 52,175 | $2.3M |
| Citigroup Inc. | 0.00% | Add +8.6% | 52,051 | $2.3M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -1.2% | 51,375 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +8.5% | 50,393 | $2.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -12.7% | 49,909 | $2.2M |
| Clear Harbor Asset Management, LLC | 0.15% | Reduce -2.6% | 49,660 | $2.2M |
| Magellan Asset Management Ltd | 0.03% | Add +5.9% | 48,734 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.4% | 47,930 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -61.0% | 43,384 | $1.9M |
| Gabelli Funds LLC | 0.01% | No change | 43,200 | $1.9M |
| AlphaQuest LLC | 0.10% | Add +35.1% | 43,190 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.2% | 43,130 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.6% | 42,607 | $1.8M |
| Point72 Asset Management | 0.00% | New | 40,192 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Reduce -11.3% | 39,820 | $1.7M |
| Bridge City Capital, LLC | 0.49% | Reduce -14.0% | 38,576 | $1.7M |
| Zimmer Partners, LP | 0.04% | New | 38,500 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.4% | 37,324 | $1.6M |
| Nia Impact Advisors, LLC | 0.54% | Reduce -1.1% | 37,216 | $1.6M |
| XTX Topco Ltd | 0.04% | New | 36,819 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +184.3% | 35,631 | $1.5M |
| CenterBook Partners LP | 0.07% | Add +66.5% | 34,261 | $1.5M |
| HRT Financial LP | 0.00% | Add +62.9% | 34,201 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.3% | 33,894 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Add +7.4% | 33,835 | $1.5M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.4% | 33,632 | $1.5M |
| Vontobel Holding Ltd. | 0.00% | Add +21.2% | 33,616 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.1% | 33,337 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +26.7% | 32,700 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.2% | 32,163 | $1.4M |
| CoreCommodity Management, LLC | 0.29% | Add +23.9% | 31,684 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.1% | 31,601 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 30,544 | $1.3M |
| South Dakota Investment Council | 0.02% | Add +88.0% | 29,915 | $1.3M |
| Kennedy Capital Management LLC | 0.03% | Reduce -49.8% | 28,915 | $1.3M |
| Arjuna Capital | 0.30% | Reduce -2.5% | 28,052 | $1.2M |
| Maven Securities LTD | 0.15% | Add +1.8% | 27,611 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.9% | 27,307 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.4% | 27,300 | $1.2M |
| Dark Forest Capital Management LP | 0.05% | Reduce -72.3% | 27,119 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +0.5% | 26,758 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -1.7% | 26,362 | $1.1M |
| Allworth Financial LP | 0.00% | Add +105.7% | 25,938 | $1.1M |
| Janus Henderson Group PLC | 0.00% | No change | 25,873 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 25,300 | $1.1M |
| Capital Fund Management S.A. | 0.01% | Add +66.7% | 24,277 | $1.1M |
| Intech Investment Management LLC | 0.01% | No change | 23,894 | $1.0M |
| Voya Investment Management LLC | 0.00% | Add +111.7% | 23,704 | $1.0M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | Reduce -49.4% | 23,290 | $1.0M |
| Van Eck Associates Corp. | 0.00% | Add +6.5% | 23,105 | $1.0M |
| Sei Investments Co. | 0.00% | Add +198.0% | 23,086 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.17% | Add +11.8% | 23,084 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Add +13.3% | 23,076 | $1000K |
| Handelsbanken Fonder AB | 0.00% | Add +8.6% | 22,716 | $984K |
| Norges Bank | 0.00% | — | 22,114 | $958K |
| LPL Financial LLC | 0.00% | Add +8.9% | 21,979 | $952K |
| Bank of Montreal | 0.00% | Reduce -13.5% | 21,739 | $942K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -33.9% | 21,687 | $940K |
| Engineers Gate Manager LP | 0.01% | Add +43.0% | 20,821 | $902K |
| Teton Advisors, LLC | 0.60% | No change | 20,060 | $869K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 19,956 | $865K |
| Wulff, Hansen & Co. | 0.71% | Reduce -7.5% | 19,625 | $850K |
| Alps Advisors Inc. | 0.00% | Reduce -6.3% | 18,909 | $819K |
| Freestone Grove Partners LP | 0.01% | Reduce -54.5% | 18,642 | $808K |
| Cerity Partners LLC | 0.00% | Reduce -10.6% | 17,737 | $769K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.6% | 17,356 | $752K |
| Amalgamated Bank | 0.01% | Add +0.3% | 17,319 | $750K |
| Arizona State Retirement System | 0.00% | Reduce -4.1% | 16,911 | $733K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.8% | 16,681 | $723K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.5% | 16,115 | $720K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $713K |
| Comerica Bank | 0.00% | Reduce -14.8% | 16,234 | $703K |
| Mackenzie Financial Corp. | 0.00% | Add +4.2% | 15,634 | $680K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -10.8% | 14,769 | $640K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,200 | $615K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.2% | 13,978 | $606K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.3% | 13,729 | $595K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.5% | 13,614 | $590K |
| HSBC Holdings PLC | 0.00% | New | 13,298 | $574K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 13,237 | $574K |
| Quantinno Capital Management LP | 0.00% | Reduce -27.6% | 13,155 | $570K |
| Royal Bank of Canada | 0.00% | Reduce -75.6% | 13,146 | $570K |
| Tidal Investments LLC | 0.00% | Reduce -0.8% | 13,114 | $568K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -73.6% | 13,092 | $567K |
| Holocene Advisors, LP | 0.00% | Add +44.9% | 13,053 | $566K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | Reduce -3.7% | 13,000 | $563K |
| Creative Planning | 0.00% | Reduce -25.2% | 12,962 | $562K |
| Cetera Investment Advisers | 0.00% | Reduce -27.2% | 12,953 | $561K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -25.0% | 12,535 | $560K |
| Versor Investments LP | 0.09% | New | 12,606 | $546K |
| Abacus Wealth Partners, LLC | 0.05% | New | 12,519 | $542K |
| Atria Investments, Inc | 0.01% | Reduce -8.7% | 12,098 | $524K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.1% | 11,873 | $514K |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 11,797 | $511K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +24.2% | 11,190 | $485K |
| Daiwa Securities Group Inc. | 0.00% | Add +0.8% | 11,015 | $477K |
| Clean Yield Group | 0.13% | Reduce -2.7% | 10,935 | $474K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.6% | 10,483 | $454K |
| Ethic Inc. | 0.01% | Reduce -9.8% | 10,391 | $450K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -0.8% | 10,359 | $449K |
| Perigon Wealth Management, LLC | 0.01% | New | 10,206 | $442K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,091 | $437K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -17.5% | 10,019 | $434K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.0% | 9,950 | $431K |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.9% | 9,503 | $412K |
| Captrust Financial Advisors | 0.00% | Reduce -7.9% | 9,379 | $406K |
| Banque Pictet & Cie SA | 0.00% | Reduce -19.0% | 9,152 | $397K |
| Private Advisor Group, LLC | 0.00% | Reduce -43.4% | 9,011 | $390K |
| Sciencast Management LP | 0.05% | New | 8,815 | $382K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -0.6% | 8,800 | $381K |
| Quadrature Capital Ltd | 0.00% | Add +16.4% | 8,413 | $365K |
| Entropy Technologies, LP | 0.02% | Add +31.6% | 8,253 | $358K |
| Green Alpha Advisors, LLC | 0.32% | Add +9.4% | 8,153 | $353K |
| MQS Management LLC | 0.20% | Add +28.9% | 7,764 | $336K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $335K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $329K |
| Sound Income Strategies, LLC | 0.02% | No change | 7,210 | $329K |
| Glenmede Trust Co. NA | 0.00% | — | 7,590 | $329K |
| Baird Financial Group, Inc. | 0.00% | Add +21.3% | 7,423 | $322K |
| Cullen Capital Management, LLC | 0.00% | Reduce -42.9% | 7,125 | $309K |
| Wealth Architects, LLC | 0.03% | Reduce -2.4% | 7,061 | $306K |
| Ketron Financial | 0.10% | — | 6,900 | $299K |
| STRS Ohio | 0.00% | No change | 6,900 | $299K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 6,830 | $296K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.0% | 6,811 | $295K |
| PharVision Advisers, LLC | 0.15% | New | 6,756 | $293K |
| Maple Capital Management, Inc. | 0.02% | No change | 6,667 | $289K |
| PFG Investments, LLC | 0.01% | Add +1.0% | 6,632 | $287K |
| Hutchinson Capital Management | 0.05% | No change | 6,612 | $286K |
| Spirit of America Management Corp. | 0.06% | No change | 6,500 | $282K |
| ELCO Management Co., LLC | 0.18% | Reduce -18.6% | 6,463 | $280K |
| Algert Global LLC | 0.00% | No change | 6,257 | $271K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -13.9% | 6,200 | $269K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 6,000 | $267K |
| Legato Capital Management LLC | 0.02% | Reduce -48.5% | 6,103 | $264K |
| US Bancorp \de | 0.00% | Add +0.4% | 5,926 | $257K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.9% | 5,880 | $255K |
| Cwm, LLC | 0.00% | Reduce -38.6% | 5,826 | $252K |
| Praxis Investment Management Inc. | 0.01% | No change | 5,680 | $246K |
| Jacobi Capital Management LLC | 0.01% | Add +0.2% | 5,672 | $246K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.4% | 5,358 | $232K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -23.9% | 5,261 | $228K |
| Profund Advisors LLC | 0.01% | New | 5,077 | $220K |
| Corient IA LP | 0.20% | No change | 5,000 | $217K |
| Wellington Shields & Co., LLC | 0.05% | No change | 5,000 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 4,941 | $214K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -51.4% | 4,914 | $213K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.4% | 4,856 | $210K |
| Blue Water Asset Management | 0.08% | — | 4,835 | $210K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,793 | $208K |
| Xponance LLC | 0.00% | Add +0.8% | 4,733 | $205K |
| Virtue Capital Management, LLC | 0.03% | New | 4,733 | $203K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.7% | 4,684 | $203K |
| Asset Planning,Inc | 0.14% | No change | 4,500 | $195K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -95.6% | 4,406 | $191K |
| Farther Finance Advisors, LLC | 0.00% | Add +657.8% | 4,145 | $180K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 3,929 | $170K |
| GAMMA Investing LLC | 0.01% | Add +88.7% | 3,823 | $166K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.5% | 3,458 | $150K |
| Rothschild Investment LLC | 0.01% | Reduce -0.2% | 2,525 | $109K |
| Millstone Evans Group, LLC | 0.06% | No change | 2,250 | $97K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 2,178 | $94K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,013 | $87K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,879 | $85K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +123.8% | 1,898 | $82K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,620 | $72K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | No change | 1,661 | $72K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,658 | $72K |
| Signaturefd, LLC | 0.00% | Add +8.6% | 1,590 | $69K |
| Broadwater Capital Management LLC | 0.05% | No change | 1,400 | $61K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.6% | 1,370 | $59K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $54K |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.5% | 1,201 | $52K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $43K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -1.1% | 929 | $40K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.8% | 850 | $37K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $37K |
| Whittier Trust Co. | 0.00% | No change | 800 | $35K |
| Larson Financial Group LLC | 0.00% | Reduce -3.4% | 768 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 700 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $29K |
| Quadrant Capital Group LLC | 0.00% | Add +14.0% | 611 | $26K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.7% | 605 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -74.1% | 603 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -32.9% | 603 | $26K |
| Harbour Investments, Inc. | 0.00% | No change | 600 | $26K |
| Danske Bank A/S | 0.00% | No change | 600 | $26K |
| Arax Advisory Partners | 0.00% | Reduce -87.0% | 591 | $26K |
| Tower View Wealth Management LLC | 0.01% | New | 531 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +6.9% | 478 | $21K |
| Banque Cantonale Vaudoise | 0.00% | No change | 453 | $20K |
| Versant Capital Management, Inc | 0.00% | Reduce -27.9% | 461 | $20K |
| Quarry LP | 0.00% | Add +850.0% | 456 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 450 | $19K |
| Vega Investment Solutions | 0.00% | — | 445 | $19K |
| Bessemer Group Inc. | 0.00% | Add +140.8% | 443 | $19K |
| HM Payson & Co. | 0.00% | No change | 420 | $18K |
| Parvin Asset Management, LLC | 0.01% | No change | 400 | $17K |
| Trust Co. of Toledo NA | 0.00% | No change | 400 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.0% | 396 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Add +7.5% | 373 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 363 | $16K |
| UMB Bank, n.a. | 0.00% | Add +15.5% | 336 | $15K |
| Fifth Third Bancorp | 0.00% | Reduce -9.2% | 325 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $13K |
| True Wealth Design, LLC | 0.00% | Reduce -48.3% | 296 | $13K |
| Costello Asset Management, INC | 0.00% | Add +0.4% | 273 | $12K |
| Westfuller Advisors, LLC | 0.00% | Add +0.4% | 266 | $12K |
| Leonteq Securities AG | 0.00% | Add +27.8% | 253 | $11K |
| Zions Bancorporation, National Association | 0.00% | New | 239 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.7% | 228 | $10K |
| Manchester Capital Management LLC | 0.00% | Reduce -98.5% | 220 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -77.0% | 202 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +6.3% | 186 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.7% | 151 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 149 | $6K |
| Evolution Wealth Management Inc. | 0.01% | New | 141 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 142 | $6K |
| Bfsg, LLC | 0.00% | No change | 136 | $6K |
| SBI Securities Co., Ltd. | 0.00% | No change | 119 | $5K |
| MCF Advisors LLC | 0.00% | No change | 100 | $4K |
| Bare Financial Services, Inc | 0.00% | Reduce -45.7% | 89 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -92.3% | 88 | $4K |
| Root Financial Partners, LLC | 0.00% | Add +12.9% | 79 | $3K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 73 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 65 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +313.3% | 62 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| SageView Advisory Group, LLC | 0.00% | New | 59 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 52 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -56.0% | 44 | $2K |
| Huntington National Bank | 0.00% | No change | 40 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 36 | $2K |
| Essential Partners LLC | 0.00% | Reduce -95.9% | 35 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +75.0% | 35 | $2K |
| Boreal Capital Management LLC | 0.00% | No change | 34 | $1K |
| Westside Investment Management, Inc. | 0.00% | New | 26 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -29.7% | 26 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +8.7% | 25 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -32.4% | 23 | $997 |
| Assetmark, Inc. | 0.00% | Reduce -14.8% | 23 | $997 |
| Torren Management, LLC | 0.00% | — | 21 | $915 |
| Signature Equity Partners, LLC | 0.00% | — | 20 | $867 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 18 | $780 |
| Blue Trust, Inc. | 0.00% | Reduce -27.3% | 16 | $693 |
| Rossby Financial, LCC | 0.00% | Add +27.3% | 14 | $607 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 13 | $563 |
| Ankerstar Wealth, LLC | 0.00% | — | 12 | $520 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 7 | $305 |
| MAI Capital Management | 0.00% | Reduce -96.6% | 7 | $304 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $260 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 6 | $259 |
| Abound Wealth Management | 0.00% | No change | 4 | $174 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $130 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 3 | $130 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 2 | $87 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $87 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $59 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $43 |
| 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.