California Water Service GrpCWT
13F holders, Q1 2026 (March 31)339holders +10
40new positions
30sold out
6famous investors
$45.34avg. 13F price*
At the end of Q1 2026, 339 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 10 from Q4 2025. 40 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($467.4M), Vanguard Portfolio Management LLC ($194.5M) and Amundi ($157.4M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $28.9M |
| Exits | 30 | $30.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,613,087 shares bought and 2,489,173 shares sold, net +1,123,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 339 holders
| BlackRock, Inc. | 0.01% | Reduce -3.5% | 10,308,555 | $467.4M |
| Vanguard Portfolio Management LLC | 0.01% | — | 4,289,673 | $194.5M |
| Amundi | 0.04% | Add +26.7% | 3,470,997 | $157.4M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +2.4% | 3,418,294 | $155.0M |
| State Street Corp. | 0.00% | Add +2.4% | 3,102,659 | $140.7M |
| Vanguard Capital Management LLC | 0.00% | — | 2,665,225 | $120.8M |
| Nuance Investments, LLC | 10.14% | Reduce -12.1% | 1,603,748 | $72.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.8% | 1,475,405 | $66.9M |
| FMR LLC | 0.00% | Reduce -22.6% | 1,390,014 | $63.0M |
| First Trust Advisors LP | 0.04% | Reduce -1.0% | 1,354,165 | $61.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.4% | 1,158,359 | $52.5M |
| Morgan Stanley | 0.00% | Add +45.9% | 1,118,705 | $50.7M |
| Invesco Ltd. | 0.00% | Add +5.0% | 1,002,232 | $45.4M |
| Legal & General Group Plc | 0.01% | Add +1.8% | 777,542 | $35.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 728,456 | $33.0M |
| CBRE Investment Management Listed Real Assets LLC | 0.44% | Reduce -10.4% | 647,515 | $29.4M |
| Northern Trust Corp. | 0.00% | Add +4.2% | 637,303 | $28.9M |
| KBC Group NV | 0.07% | Add +29.3% | 577,247 | $26.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 506,702 | $23.0M |
| Nuveen, LLC | 0.01% | Reduce -3.4% | 425,114 | $19.3M |
| Triodos Investment Management BV | 1.42% | No change | 414,000 | $18.8M |
| Beck Bode, LLC | 3.16% | Add +6.0% | 411,714 | $18.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 386,412 | $17.5M |
| Victory Capital Management Inc. | 0.01% | Add +1.9% | 321,315 | $14.6M |
| Raymond James Financial Inc. | 0.00% | Add +4.5% | 294,518 | $13.4M |
| Principal Financial Group Inc. | 0.01% | Add +2.0% | 289,623 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.5% | 283,976 | $12.9M |
| American Century Companies Inc. | 0.01% | Add +104.1% | 261,258 | $11.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +416.9% | 257,970 | $11.7M |
| Marshall Wace, LLP | 0.01% | New | 256,767 | $11.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.0% | 234,733 | $10.6M |
| Public Sector Pension Investment Board | 0.03% | Add +3.4% | 213,166 | $9.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +1752.4% | 186,926 | $8.5M |
| UBS Group AG | 0.00% | Reduce -13.3% | 185,826 | $8.4M |
| Rhumbline Advisers | 0.01% | Add +0.4% | 174,397 | $7.9M |
| AQR Capital Management | 0.00% | Add +177.6% | 169,731 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.1% | 151,087 | $7.0M |
| ProShare Advisors LLC | 0.01% | Add +0.9% | 152,050 | $6.9M |
| Mariner, LLC | 0.01% | Add +58.7% | 138,231 | $6.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 136,151 | $6.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.30% | Add +58.2% | 134,116 | $6.1M |
| Federated Hermes, Inc. | 0.01% | Add +5.9% | 129,191 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +184.2% | 123,278 | $5.6M |
| Bank of America Corp. | 0.00% | Add +23.0% | 121,899 | $5.5M |
| Swiss National Bank | 0.00% | No change | 117,500 | $5.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -5.5% | 105,960 | $4.8M |
| Martingale Asset Management L P | 0.12% | Add +27.7% | 103,980 | $4.7M |
| Crawford Investment Counsel Inc. | 0.08% | Add +12.0% | 102,989 | $4.7M |
| Renaissance Technologies | 0.01% | Reduce -10.3% | 100,400 | $4.6M |
| Deutsche Bank AG | 0.00% | Add +9.7% | 95,417 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.7% | 94,557 | $4.3M |
| Trexquant Investment LP | 0.03% | Reduce -36.1% | 86,599 | $3.9M |
| Duff & Phelps Investment Management Co. | 0.04% | New | 85,115 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.1% | 83,413 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Add +25.1% | 82,792 | $3.8M |
| Two Sigma Investments, LP | 0.00% | Add +233.6% | 76,976 | $3.5M |
| Franklin Resources Inc. | 0.00% | Add +34.1% | 67,573 | $3.1M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -17.8% | 66,489 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Add +0.0% | 63,026 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.9% | 65,816 | $2.9M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -4.2% | 61,780 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -11.9% | 61,553 | $2.8M |
| Magellan Asset Management Ltd | 0.04% | Add +26.0% | 61,416 | $2.8M |
| Millennium Management | 0.00% | Reduce -32.0% | 61,281 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +41.7% | 60,360 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +69.2% | 60,272 | $2.7M |
| Northstar Asset Management Inc. | 0.83% | Reduce -27.6% | 59,981 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Add +9.9% | 58,862 | $2.7M |
| TD Asset Management Inc | 0.00% | No change | 58,038 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 56,273 | $2.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 55,723 | $2.5M |
| Macquarie Group Ltd. | 0.01% | Add +58.9% | 53,445 | $2.4M |
| Sei Investments Co. | 0.00% | Add +129.1% | 52,883 | $2.4M |
| Midwest Trust Co | 0.03% | Reduce -2.9% | 52,833 | $2.4M |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.8% | 52,812 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -46.4% | 52,807 | $2.4M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.08% | Reduce -4.8% | 51,806 | $2.3M |
| Rodgers Brothers Inc. | 0.26% | Reduce -4.1% | 50,025 | $2.3M |
| Barclays PLC | 0.00% | Reduce -59.5% | 49,573 | $2.2M |
| Clear Harbor Asset Management, LLC | 0.16% | Reduce -0.7% | 49,311 | $2.2M |
| Storebrand Asset Management As | 0.01% | Reduce -14.6% | 49,165 | $2.2M |
| Squarepoint Ops LLC | 0.00% | New | 49,016 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.6% | 48,678 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.4% | 47,167 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +25.9% | 46,984 | $2.1M |
| Wedge Capital Management L L P | 0.04% | New | 44,565 | $2.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 44,533 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Add +11.3% | 44,335 | $2.0M |
| HRT Financial LP | 0.00% | Add +26.4% | 43,235 | $2.0M |
| Gabelli Funds LLC | 0.01% | No change | 43,200 | $2.0M |
| Kornitzer Capital Management Inc. | 0.04% | New | 42,500 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +162.5% | 41,040 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | Add +19.4% | 40,145 | $1.8M |
| Bridge City Capital, LLC | 0.48% | Reduce -0.7% | 38,292 | $1.7M |
| Capital Fund Management S.A. | 0.02% | Add +53.8% | 37,327 | $1.7M |
| Nia Impact Advisors, LLC | 0.72% | Reduce -3.5% | 35,916 | $1.6M |
| South Dakota Investment Council | 0.03% | Add +16.1% | 34,715 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -79.9% | 34,698 | $1.6M |
| Voya Investment Management LLC | 0.00% | Add +41.0% | 33,422 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.8% | 33,075 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 32,700 | $1.5M |
| Kennedy Capital Management LLC | 0.03% | Add +9.9% | 31,770 | $1.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.9% | 31,223 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.3% | 30,703 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 30,544 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +9095.1% | 29,884 | $1.4M |
| Arjuna Capital | 0.33% | Add +2.1% | 28,638 | $1.3M |
| CoreCommodity Management, LLC | 0.24% | Reduce -9.9% | 28,561 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +504.4% | 28,312 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +6.9% | 28,180 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +10.1% | 27,852 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -21.1% | 26,752 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.3% | 26,400 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 26,383 | $1.2M |
| Allworth Financial LP | 0.00% | Add +1.3% | 26,265 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 26,099 | $1.2M |
| Janus Henderson Group PLC | 0.00% | No change | 25,873 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 25,836 | $1.2M |
| Voloridge Investment Management, LLC | 0.00% | New | 25,216 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Add +4.2% | 24,268 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +4.4% | 24,116 | $1.1M |
| LPL Financial LLC | 0.00% | Add +4.2% | 22,892 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 22,716 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.17% | Reduce -2.0% | 22,624 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.9% | 22,485 | $1.0M |
| Bank of Montreal | 0.00% | Add +1.9% | 22,141 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +62.9% | 21,566 | $978K |
| CenterBook Partners LP | 0.05% | Reduce -39.4% | 20,763 | $941K |
| Freestone Grove Partners LP | 0.01% | Add +10.1% | 20,524 | $931K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +0.6% | 20,082 | $911K |
| Teton Advisors, LLC | 0.64% | No change | 20,060 | $910K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.6% | 19,360 | $881K |
| XTX Topco Ltd | 0.02% | Reduce -47.4% | 19,379 | $879K |
| Wulff, Hansen & Co. | 0.90% | Reduce -1.3% | 19,375 | $878K |
| Cerity Partners LLC | 0.00% | Add +7.8% | 19,116 | $867K |
| Creative Planning | 0.00% | Add +40.7% | 18,240 | $827K |
| Alps Advisors Inc. | 0.00% | Reduce -4.6% | 18,035 | $818K |
| Virtue Capital Management, LLC | 0.12% | Add +271.4% | 17,578 | $807K |
| Amalgamated Bank | 0.01% | Reduce -0.9% | 17,163 | $778K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 16,681 | $756K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -24.1% | 16,472 | $747K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $746K |
| Abacus Wealth Partners, LLC | 0.07% | Add +30.9% | 16,386 | $743K |
| Arizona State Retirement System | 0.00% | Reduce -3.1% | 16,380 | $743K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.4% | 15,881 | $720K |
| Quantinno Capital Management LP | 0.00% | Add +13.2% | 14,895 | $675K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +32.7% | 14,845 | $673K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,769 | $670K |
| Ethic Inc. | 0.01% | Add +39.3% | 14,472 | $656K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 14,345 | $650K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,200 | $644K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.1% | 14,126 | $640K |
| Citigroup Inc. | 0.00% | Reduce -73.4% | 13,849 | $628K |
| Intech Investment Management LLC | 0.01% | Reduce -42.1% | 13,840 | $628K |
| Cetera Investment Advisers | 0.00% | Add +5.9% | 13,714 | $622K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 13,614 | $617K |
| Tidal Investments LLC | 0.00% | Add +2.4% | 13,423 | $609K |
| Cullen Capital Management, LLC | 0.01% | Add +83.6% | 13,079 | $593K |
| Atria Investments, Inc | 0.01% | Add +8.1% | 13,079 | $593K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.14% | No change | 13,000 | $589K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.3% | 12,667 | $574K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 12,535 | $568K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.4% | 11,921 | $540K |
| Royal Bank of Canada | 0.00% | Reduce -14.8% | 11,206 | $508K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.6% | 11,184 | $507K |
| Captrust Financial Advisors | 0.00% | Add +17.8% | 11,047 | $501K |
| D.A. Davidson & Co. | 0.00% | Add +3.9% | 10,894 | $494K |
| Cwm, LLC | 0.00% | Add +86.6% | 10,873 | $493K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.8% | 10,692 | $485K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 10,445 | $483K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.3% | 10,654 | $483K |
| Quadrature Capital Ltd | 0.01% | Add +25.1% | 10,524 | $477K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 10,359 | $470K |
| Natixis Advisors, LLC | 0.00% | New | 10,135 | $460K |
| Clean Yield Group | 0.13% | Reduce -7.3% | 10,135 | $460K |
| Brevan Howard Capital Management LP | 0.00% | New | 9,597 | $435K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +974.2% | 9,131 | $414K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -0.1% | 8,788 | $398K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 8,315 | $377K |
| Entropy Technologies, LP | 0.02% | Reduce -1.4% | 8,134 | $369K |
| Wedbush Securities Inc. | 0.01% | New | 8,100 | $367K |
| Pathstone Holdings, LLC | 0.00% | Reduce -15.8% | 8,002 | $363K |
| Baird Financial Group, Inc. | 0.00% | Add +6.6% | 7,913 | $359K |
| Green Alpha Advisors, LLC | 0.35% | Reduce -3.8% | 7,843 | $356K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $351K |
| Praxis Investment Management Inc. | 0.02% | Add +35.0% | 7,671 | $348K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $345K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.6% | 7,546 | $342K |
| Sound Income Strategies, LLC | 0.02% | No change | 7,210 | $328K |
| Osaic Holdings, Inc. | 0.00% | Add +22.7% | 7,217 | $327K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 7,195 | $326K |
| Spirit of America Management Corp. | 0.06% | Add +10.0% | 7,150 | $324K |
| Mirabella Financial Services LLP | 0.03% | New | 7,017 | $318K |
| Ketron Financial | 0.11% | No change | 6,900 | $313K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 6,830 | $310K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 6,820 | $309K |
| Wealth Architects, LLC | 0.03% | Reduce -4.3% | 6,755 | $306K |
| Maple Capital Management, Inc. | 0.02% | No change | 6,667 | $302K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 6,635 | $301K |
| Ensign Peak Advisors, Inc | 0.00% | Add +34.6% | 6,614 | $300K |
| Hutchinson Capital Management | 0.06% | No change | 6,612 | $300K |
| Neuberger Berman Group LLC | 0.00% | New | 6,573 | $298K |
| Xponance LLC | 0.00% | Add +37.4% | 6,505 | $295K |
| ELCO Management Co., LLC | 0.14% | No change | 6,463 | $293K |
| Holocene Advisors, LP | 0.00% | Reduce -51.1% | 6,376 | $289K |
| TRUE Private Wealth Advisors | 0.03% | No change | 6,200 | $281K |
| US Bancorp \de | 0.00% | Add +3.5% | 6,133 | $278K |
| Legato Capital Management LLC | 0.03% | No change | 6,103 | $277K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 6,000 | $272K |
| Bridgewater Associates | 0.00% | New | 5,771 | $262K |
| Jacobi Capital Management LLC | 0.01% | Add +0.5% | 5,701 | $258K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,668 | $257K |
| Lazard Asset Management LLC | 0.00% | New | 5,630 | $255K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.1% | 5,392 | $244K |
| Aprio Wealth Management, LLC | 0.01% | New | 5,275 | $239K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.5% | 5,169 | $234K |
| Wellington Shields & Co., LLC | 0.06% | No change | 5,000 | $227K |
| Fox Run Management, L.L.C. | 0.04% | New | 4,889 | $225K |
| Inceptionr LLC | 0.05% | New | 4,947 | $224K |
| Blue Water Asset Management | 0.08% | Add +0.7% | 4,871 | $221K |
| LeClair Wealth Partners LLC | 0.08% | New | 4,871 | $221K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,856 | $220K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.6% | 4,763 | $216K |
| Hohimer Wealth Management, LLC | 0.03% | New | 4,588 | $208K |
| Asset Planning,Inc | 0.15% | No change | 4,500 | $204K |
| Stifel Financial Corp. | 0.00% | Reduce -62.2% | 4,457 | $202K |
| Corient IA LP | 0.19% | Reduce -11.2% | 4,440 | $201K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.5% | 4,298 | $195K |
| IFM Investors Pty Ltd | 0.00% | New | 4,268 | $194K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.4% | 4,244 | $193K |
| GAMMA Investing LLC | 0.01% | Add +6.2% | 4,059 | $184K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.4% | 3,639 | $165K |
| Rothschild Investment LLC | 0.01% | Add +5.7% | 2,670 | $121K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +20.6% | 2,289 | $104K |
| Millstone Evans Group, LLC | 0.06% | No change | 2,250 | $102K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.7% | 1,982 | $90K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -5.9% | 1,895 | $86K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $75K |
| Sittner & Nelson, LLC | 0.03% | No change | 1,620 | $73K |
| Harbour Investments, Inc. | 0.00% | Add +167.8% | 1,607 | $73K |
| State of Wyoming | 0.01% | New | 1,553 | $70K |
| Mather Group, Llc. | 0.00% | New | 1,528 | $69K |
| Jones Financial Companies LLLP | 0.00% | Add +26.6% | 1,521 | $68K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 1,380 | $63K |
| Broadwater Capital Management LLC | 0.05% | No change | 1,400 | $61K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.5% | 1,209 | $55K |
| Advisory Services Network, LLC | 0.00% | New | 1,031 | $47K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -57.8% | 919 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $39K |
| Quadrant Capital Group LLC | 0.00% | Add +38.5% | 846 | $38K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 846 | $38K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 770 | $35K |
| Bessemer Group Inc. | 0.00% | Add +68.0% | 744 | $34K |
| NBT Bank, N.A. | 0.00% | No change | 700 | $32K |
| Clarity Asset Management, Inc. | 0.02% | Add +11.1% | 672 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +371.8% | 670 | $30K |
| Salomon & Ludwin, LLC | 0.00% | Add +51.2% | 564 | $26K |
| Tower View Wealth Management LLC | 0.01% | Add +0.8% | 535 | $24K |
| Kemnay Advisory Services Inc. | 0.00% | New | 491 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +0.8% | 482 | $22K |
| IFP Advisors, Inc | 0.00% | Add +28.9% | 468 | $21K |
| Manchester Capital Management LLC | 0.00% | Add +110.9% | 464 | $21K |
| Banque Cantonale Vaudoise | 0.00% | No change | 453 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 450 | $20K |
| Vega Investment Solutions | 0.00% | No change | 445 | $20K |
| MAI Capital Management | 0.00% | Add +6142.9% | 437 | $20K |
| HM Payson & Co. | 0.00% | No change | 420 | $19K |
| Parvin Asset Management, LLC | 0.01% | No change | 400 | $18K |
| Trust Co. of Toledo NA | 0.00% | No change | 400 | $18K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +69.3% | 386 | $18K |
| Whittier Trust Co. | 0.00% | Reduce -53.3% | 374 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -38.2% | 365 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.3% | 363 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 362 | $16K |
| Simplex Trading, LLC | 0.00% | New | 326 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 304 | $14K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -84.0% | 300 | $14K |
| Signaturefd, LLC | 0.00% | Reduce -81.8% | 290 | $13K |
| UMB Bank, n.a. | 0.00% | Reduce -17.9% | 276 | $13K |
| Costello Asset Management, INC | 0.00% | Add +0.4% | 274 | $12K |
| Westfuller Advisors, LLC | 0.01% | Add +0.8% | 268 | $12K |
| Leonteq Securities AG | 0.00% | Add +1.2% | 256 | $12K |
| Zions Bancorporation, National Association | 0.00% | Add +3.8% | 248 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -60.0% | 241 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +40.4% | 212 | $10K |
| WealthCollab, LLC | 0.00% | New | 208 | $9K |
| Versant Capital Management, Inc | 0.00% | Reduce -55.3% | 206 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.0% | 200 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +5.9% | 197 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -2.0% | 146 | $7K |
| Evolution Wealth Management Inc. | 0.00% | No change | 141 | $6K |
| True Wealth Design, LLC | 0.00% | Reduce -52.7% | 140 | $6K |
| Bfsg, LLC | 0.00% | No change | 136 | $6K |
| Essential Partners LLC | 0.00% | Add +274.3% | 131 | $6K |
| Root Financial Partners, LLC | 0.00% | Add +46.8% | 116 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.5% | 116 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Add +72.6% | 107 | $5K |
| Quarry LP | 0.00% | Reduce -78.1% | 100 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 90 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +415.4% | 67 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 65 | $3K |
| CVA Family Office, LLC | 0.00% | New | 61 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +1700.0% | 54 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +116.0% | 54 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -49.4% | 45 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 42 | $2K |
| Rossby Financial, LCC | 0.00% | Add +192.9% | 41 | $2K |
| Huntington National Bank | 0.00% | No change | 40 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 36 | $2K |
| Boreal Capital Management LLC | 0.00% | No change | 34 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 32 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 31 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -20.0% | 28 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +50.0% | 27 | $1K |
| Westside Investment Management, Inc. | 0.00% | No change | 26 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -47.7% | 23 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.3% | 22 | $998 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -65.4% | 18 | $816 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -34.6% | 17 | $771 |
| Blue Trust, Inc. | 0.00% | No change | 16 | $725 |
| Ankerstar Wealth, LLC | 0.00% | No change | 12 | $544 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +66.7% | 10 | $453 |
| Gilpin Wealth Management, LLC | 0.00% | New | 8 | $363 |
| Wall Street Financial Group, Inc. | 0.00% | New | 8 | $363 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $273 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $227 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $137 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 3 | $136 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $91 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $61 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $45 |
| Curio Wealth, LLC | 0.00% | New | 1 | $45 |
| Hughes Financial Services, LLC | 0.00% | No change | 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.