California Water Service GrpCWT
13F holders, Q2 2026 (June 30)346holders +7
45new positions
43sold out
6famous investors
$48.65avg. 13F price*
At the end of Q2 2026, 346 institutions reported holding California Water Service Grp (CWT) in their 13F filings, up 7 from Q1 2026. 45 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($523.3M), Vanguard Portfolio Management LLC ($213.1M) and T. Rowe Price Investment Management, Inc. ($171.1M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- California Water Service Grp
- CUSIP
- 130788102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $197.8M |
| Exits | 43 | $67.8M |
All 13F filers, Q1 2026 → Q2 2026: 7,061,571 shares bought and 3,113,006 shares sold, net +3,948,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 346 holders
| BlackRock, Inc. | 0.01% | Add +4.3% | 10,755,498 | $523.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +2.1% | 4,379,671 | $213.1M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +2.9% | 3,517,105 | $171.1M |
| Amundi | 0.04% | Add +0.5% | 3,486,859 | $169.7M |
| State Street Corp. | 0.00% | Add +5.3% | 3,266,850 | $158.9M |
| Vanguard Capital Management LLC | 0.00% | Add +0.9% | 2,690,663 | $130.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | 2.93% | New | 1,984,605 | $96.6M |
| Geode Capital Management, LLC | 0.00% | Add +5.4% | 1,555,391 | $75.7M |
| First Trust Advisors LP | 0.04% | Reduce -4.0% | 1,300,055 | $63.2M |
| FMR LLC | 0.00% | Reduce -7.8% | 1,281,406 | $62.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.4% | 1,174,914 | $57.2M |
| Nuance Investments, LLC | 9.07% | Reduce -31.7% | 1,096,077 | $53.3M |
| Invesco Ltd. | 0.00% | Reduce -2.7% | 974,775 | $47.4M |
| Morgan Stanley | 0.00% | Reduce -15.3% | 948,112 | $46.1M |
| Legal & General Group Plc | 0.01% | Add +3.9% | 807,510 | $39.3M |
| ANTIPODES PARTNERS Ltd | 0.67% | New | 753,386 | $36.7M |
| Nomura Asset Management International Inc. | 0.05% | New | 747,216 | $36.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.4% | 725,290 | $35.3M |
| Northern Trust Corp. | 0.00% | Add +11.2% | 708,763 | $34.5M |
| AQR Capital Management | 0.01% | Add +301.7% | 681,791 | $33.2M |
| KBC Group NV | 0.06% | No change | 577,247 | $28.1M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 527,076 | $25.6M |
| Triodos Investment Management BV | 1.46% | Add +19.1% | 493,000 | $24.0M |
| Beck Bode, LLC | 3.14% | Add +3.6% | 426,692 | $20.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.9% | 397,640 | $19.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +41.7% | 365,464 | $17.8M |
| Victory Capital Management Inc. | 0.01% | Add +3.1% | 331,132 | $16.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.1% | 289,290 | $14.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 283,593 | $13.8M |
| Nuveen, LLC | 0.00% | Reduce -35.5% | 274,427 | $13.4M |
| American Century Companies Inc. | 0.01% | Reduce -6.2% | 245,038 | $11.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.1% | 244,401 | $11.9M |
| Public Sector Pension Investment Board | 0.03% | Reduce -3.5% | 205,645 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.6% | 197,125 | $9.6M |
| Citadel Advisors | 0.01% | Add +466.0% | 196,394 | $9.6M |
| D. E. Shaw & Co. | 0.01% | Add +132.5% | 192,514 | $9.4M |
| Duff & Phelps Investment Management Co. | 0.08% | Add +115.2% | 183,197 | $8.9M |
| UBS Group AG | 0.00% | Reduce -7.1% | 172,659 | $8.4M |
| ProShare Advisors LLC | 0.01% | Add +7.0% | 162,729 | $7.9M |
| Rhumbline Advisers | 0.01% | Reduce -9.2% | 158,336 | $7.7M |
| Federated Hermes, Inc. | 0.01% | Add +20.1% | 155,114 | $7.5M |
| Panagora Asset Management Inc. | 0.02% | New | 152,982 | $7.4M |
| Renaissance Technologies | 0.01% | Add +43.6% | 144,200 | $7.0M |
| Gabelli Funds LLC | 0.04% | Add +226.6% | 141,088 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.3% | 135,513 | $6.8M |
| Bank of America Corp. | 0.00% | Add +9.7% | 133,752 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.1% | 130,513 | $6.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.27% | Reduce -7.9% | 123,523 | $6.0M |
| Mariner, LLC | 0.01% | Reduce -11.6% | 122,186 | $5.9M |
| Swiss National Bank | 0.00% | Add +1.9% | 119,700 | $5.8M |
| Trexquant Investment LP | 0.04% | Add +38.0% | 119,479 | $5.8M |
| Martingale Asset Management L P | 0.13% | Add +10.3% | 114,662 | $5.6M |
| Millennium Management | 0.00% | Add +80.1% | 110,352 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.4% | 105,326 | $5.1M |
| Crawford Investment Counsel Inc. | 0.08% | Reduce -1.4% | 101,589 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.4% | 97,918 | $4.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -9.8% | 95,623 | $4.7M |
| Deutsche Bank AG | 0.00% | Reduce -7.0% | 88,732 | $4.3M |
| Sagefield Capital LP | 0.31% | New | 86,243 | $4.2M |
| Nia Impact Advisors, LLC | 1.73% | Add +139.0% | 85,841 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +58.0% | 83,459 | $4.1M |
| Wedge Capital Management L L P | 0.06% | Add +76.0% | 78,417 | $3.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +21.9% | 73,443 | $3.6M |
| Franklin Resources Inc. | 0.00% | Add +0.9% | 68,217 | $3.3M |
| California State Teachers Retirement System | 0.00% | Add +17.2% | 65,931 | $3.2M |
| Maryland State Retirement & Pension System | 0.05% | Add +5.0% | 64,872 | $3.2M |
| New York State Teachers Retirement System | 0.01% | Add +1.5% | 63,983 | $3.1M |
| Capital Fund Management S.A. | 0.02% | Add +70.8% | 63,767 | $3.1M |
| Ieq Capital, LLC | 0.01% | New | 63,323 | $3.1M |
| XTX Topco Ltd | 0.04% | Add +223.3% | 62,648 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 66,805 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +1.1% | 62,258 | $3.0M |
| Magellan Asset Management Ltd | 0.07% | No change | 61,416 | $3.0M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -9.8% | 59,973 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.8% | 59,888 | $2.9M |
| Nordea Investment Management AB | 0.00% | New | 55,906 | $2.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 55,723 | $2.7M |
| TD Asset Management Inc | 0.00% | Reduce -4.9% | 55,194 | $2.7M |
| Kornitzer Capital Management Inc. | 0.06% | Add +29.4% | 55,000 | $2.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.4% | 54,088 | $2.6M |
| Midwest Trust Co | 0.03% | Reduce -1.6% | 52,002 | $2.5M |
| Kennedy Capital Management LLC | 0.04% | Add +62.5% | 51,638 | $2.5M |
| Storebrand Asset Management As | 0.01% | Add +3.8% | 51,054 | $2.5M |
| Clear Harbor Asset Management, LLC | 0.15% | Reduce -0.2% | 49,211 | $2.4M |
| Mackenzie Financial Corp. | 0.00% | Add +18.9% | 48,813 | $2.4M |
| Northstar Asset Management Inc. | 0.69% | Reduce -19.6% | 48,193 | $2.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +2.0% | 47,918 | $2.3M |
| Macquarie Group Ltd. | 0.01% | Reduce -12.8% | 46,609 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.3% | 46,062 | $2.2M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +2.6% | 45,697 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +59.7% | 45,014 | $2.2M |
| Ilex Capital Partners (UK) LLP | 0.04% | New | 44,898 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -2.3% | 43,334 | $2.1M |
| Assenagon Asset Management S.A. | 0.00% | New | 42,371 | $2.1M |
| CoreCommodity Management, LLC | 0.41% | Add +47.5% | 42,138 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -22.1% | 41,171 | $2.0M |
| Fifth Third Bancorp | 0.00% | Add +35.0% | 40,353 | $2.0M |
| Vontobel Holding Ltd. | 0.01% | Add +0.4% | 40,289 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +99.0% | 38,046 | $1.9M |
| Bridge City Capital, LLC | 0.42% | Reduce -1.9% | 37,553 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +58.9% | 35,731 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +7.0% | 35,383 | $1.7M |
| Citigroup Inc. | 0.00% | Add +153.5% | 35,113 | $1.7M |
| Voya Investment Management LLC | 0.00% | Add +3.5% | 34,602 | $1.7M |
| South Dakota Investment Council | 0.03% | Reduce -2.1% | 33,989 | $1.7M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.05% | Reduce -35.3% | 33,501 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +7.9% | 32,944 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +528.7% | 32,499 | $1.6M |
| Freestone Grove Partners LP | 0.01% | Add +55.7% | 31,950 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.0% | 30,096 | $1.5M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -39.9% | 29,256 | $1.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.7% | 28,929 | $1.4M |
| Arjuna Capital | 0.31% | Reduce -1.3% | 28,258 | $1.4M |
| Allworth Financial LP | 0.01% | Add +7.0% | 28,115 | $1.4M |
| Creative Planning | 0.00% | Add +50.4% | 27,434 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +149.4% | 26,053 | $1.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Add +9.7% | 26,617 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.8% | 26,233 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.8% | 26,200 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 25,873 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Add +4.9% | 25,289 | $1.2M |
| Rodgers Brothers Inc. | 0.12% | Reduce -49.9% | 25,075 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +92.3% | 24,355 | $1.2M |
| Bank of Montreal | 0.00% | Add +8.8% | 24,091 | $1.2M |
| Dockside LLC | 0.27% | — | 23,624 | $1.1M |
| SEB Asset Management AB | 0.00% | New | 23,605 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.6% | 23,265 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -10.6% | 23,104 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.01% | Reduce -12.4% | 22,854 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 22,716 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +45.7% | 21,708 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -31.1% | 21,518 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Add +71.2% | 21,455 | $1.0M |
| Quadrature Capital Ltd | 0.01% | Add +102.2% | 21,277 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.5% | 20,037 | $983K |
| Teton Advisors, LLC | 0.56% | No change | 20,060 | $976K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 19,499 | $949K |
| Wulff, Hansen & Co. | 0.72% | Reduce -0.8% | 19,215 | $935K |
| Alps Advisors Inc. | 0.00% | Add +3.1% | 18,598 | $905K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.6% | 17,948 | $873K |
| Captrust Financial Advisors | 0.00% | Add +55.2% | 17,143 | $834K |
| Canvas Wealth Advisors, LLC | 0.12% | Reduce -24.5% | 17,079 | $831K |
| KLP Kapitalforvaltning As | 0.00% | Add +17.6% | 16,700 | $812K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,459 | $801K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 16,457 | $801K |
| Amalgamated Bank | 0.01% | Reduce -6.2% | 16,101 | $783K |
| Yousif Capital Management, LLC | 0.01% | Add +0.3% | 15,922 | $775K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 15,712 | $764K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.3% | 15,182 | $739K |
| GAMCO Investors | 0.01% | New | 15,048 | $732K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,769 | $718K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.1% | 14,284 | $695K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 13,614 | $662K |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 13,496 | $657K |
| Virtue Capital Management, LLC | 0.09% | Reduce -23.6% | 13,428 | $653K |
| Cullen Capital Management, LLC | 0.01% | Reduce -0.1% | 13,060 | $635K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.14% | No change | 13,000 | $632K |
| Royal Bank of Canada | 0.00% | Add +15.1% | 12,899 | $627K |
| Ethic Inc. | 0.01% | Reduce -11.9% | 12,749 | $620K |
| Atria Investments, Inc | 0.01% | Reduce -5.0% | 12,429 | $605K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.5% | 12,402 | $603K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.8% | 12,018 | $585K |
| D.A. Davidson & Co. | 0.00% | Add +3.1% | 11,232 | $546K |
| Pictet Asset Management Holding SA | 0.00% | No change | 11,184 | $544K |
| Barclays PLC | 0.00% | Reduce -77.5% | 11,133 | $542K |
| Intech Investment Management LLC | 0.00% | Reduce -21.2% | 10,905 | $531K |
| Daiwa Securities Group Inc. | 0.00% | Add +1.9% | 10,852 | $528K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.6% | 10,518 | $512K |
| Natixis Advisors, LLC | 0.00% | Add +2.9% | 10,432 | $507K |
| Clean Yield Group | 0.12% | Reduce -3.0% | 9,835 | $478K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -5.7% | 9,766 | $475K |
| Fox Run Management, L.L.C. | 0.08% | Add +95.0% | 9,536 | $464K |
| Arax Advisory Partners | 0.00% | Add +2358.9% | 8,975 | $437K |
| Pathstone Holdings, LLC | 0.00% | Add +11.9% | 8,956 | $435K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -0.5% | 8,747 | $426K |
| Two Sigma Investments, LP | 0.00% | Reduce -88.8% | 8,609 | $419K |
| Squarepoint Ops LLC | 0.00% | Reduce -82.6% | 8,527 | $415K |
| Jain Global LLC | 0.01% | New | 8,321 | $405K |
| Glenmede Trust Co. NA | 0.00% | Add +8.3% | 8,175 | $398K |
| Wedbush Securities Inc. | 0.01% | No change | 8,100 | $394K |
| State of Wisconsin Investment Board | 0.00% | Reduce -70.0% | 8,012 | $390K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 7,980 | $388K |
| CenterBook Partners LP | 0.02% | Reduce -61.6% | 7,978 | $388K |
| Green Alpha Advisors, LLC | 0.26% | Reduce -0.2% | 7,830 | $381K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,737 | $376K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,671 | $373K |
| Spirit of America Management Corp. | 0.07% | Add +7.0% | 7,650 | $372K |
| Blackhill Capital Inc. | 0.02% | No change | 7,600 | $370K |
| Sound Income Strategies, LLC | 0.02% | No change | 7,210 | $351K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 7,199 | $350K |
| Summit Securities Group LLC | 0.07% | New | 7,134 | $347K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -1.1% | 7,118 | $346K |
| Wealth Architects, LLC | 0.03% | Add +4.1% | 7,032 | $342K |
| Xponance LLC | 0.00% | Add +6.7% | 6,943 | $338K |
| Ketron Financial | 0.10% | No change | 6,900 | $336K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -78.9% | 6,900 | $336K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.5% | 6,855 | $333K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 6,830 | $332K |
| Hutchinson Capital Management | 0.06% | Add +2.7% | 6,789 | $330K |
| Maple Capital Management, Inc. | 0.02% | No change | 6,667 | $324K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 6,638 | $323K |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.9% | 6,497 | $316K |
| Merit Financial Group, LLC | 0.00% | New | 6,473 | $315K |
| Inceptionr LLC | 0.08% | Add +30.0% | 6,429 | $313K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -3.8% | 6,364 | $310K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 6,208 | $302K |
| Integrated Wealth Concepts LLC | 0.00% | Add +8.0% | 6,123 | $298K |
| Legato Capital Management LLC | 0.02% | No change | 6,103 | $297K |
| Nykredit A/S | 0.00% | — | 6,098 | $297K |
| ELCO Management Co., LLC | 0.13% | Reduce -5.7% | 6,093 | $296K |
| nVerses Capital, LLC | 0.45% | New | 6,063 | $295K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 6,000 | $292K |
| Axxion S.A. | 0.02% | — | 5,966 | $290K |
| Lazard Asset Management LLC | 0.00% | No change | 5,630 | $274K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 5,543 | $270K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +13.7% | 5,523 | $269K |
| Neuberger Berman Group LLC | 0.00% | Reduce -16.6% | 5,481 | $267K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 5,260 | $256K |
| Jacobi Capital Management LLC | 0.01% | Reduce -9.0% | 5,186 | $252K |
| Corient Private Wealth LP | 0.00% | New | 5,125 | $249K |
| Wellington Shields & Co., LLC | 0.05% | No change | 5,000 | $243K |
| Brighton Jones LLC | 0.00% | New | 4,997 | $243K |
| Blue Water Asset Management | 0.08% | Add +0.8% | 4,908 | $239K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 4,763 | $232K |
| US Bancorp \de | 0.00% | Reduce -23.7% | 4,680 | $228K |
| Mission Wealth Management, LP | 0.00% | New | 4,667 | $227K |
| Rockefeller Capital Management L.P. | 0.00% | Add +238.0% | 4,664 | $227K |
| Hohimer Wealth Management, LLC | 0.02% | Add +0.5% | 4,610 | $224K |
| Asset Planning,Inc | 0.14% | No change | 4,500 | $219K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,466 | $217K |
| Jump Financial, LLC | 0.00% | New | 4,462 | $217K |
| Corient IA LP | 0.20% | No change | 4,440 | $216K |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 4,311 | $210K |
| IFM Investors Pty Ltd | 0.00% | No change | 4,268 | $208K |
| Ellevest, Inc. | 0.02% | New | 4,242 | $206K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 4,242 | $206K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.2% | 4,235 | $206K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 3,650 | $178K |
| GAMMA Investing LLC | 0.01% | Reduce -21.2% | 3,200 | $156K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.3% | 3,074 | $150K |
| Rothschild Investment LLC | 0.01% | Add +4.5% | 2,789 | $136K |
| Millstone Evans Group, LLC | 0.06% | No change | 2,250 | $109K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -7.3% | 2,122 | $103K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -6.2% | 1,778 | $87K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,661 | $81K |
| Global Retirement Partners, LLC | 0.00% | — | 1,658 | $81K |
| State of Wyoming | 0.01% | Add +5.2% | 1,634 | $79K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,620 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 1,611 | $78K |
| Mather Group, Llc. | 0.00% | No change | 1,528 | $74K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.3% | 1,456 | $71K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,243 | $62K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.1% | 1,226 | $60K |
| IFP Advisors, Inc | 0.00% | Add +159.2% | 1,213 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.9% | 1,113 | $54K |
| Kelly Lawrence W & Associates Inc. | 0.01% | No change | 1,000 | $49K |
| Broadwater Capital Management LLC | 0.03% | Reduce -30.0% | 980 | $48K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 855 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -9.4% | 833 | $41K |
| Larson Financial Group LLC | 0.00% | Add +1.8% | 784 | $38K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 750 | $36K |
| Covestor Ltd | 0.02% | Add +18300.0% | 736 | $36K |
| Bessemer Group Inc. | 0.00% | Reduce -4.7% | 709 | $35K |
| NBT Bank, N.A. | 0.00% | No change | 700 | $34K |
| Hantz Financial Services, Inc. | 0.00% | Add +249.0% | 698 | $34K |
| Versant Capital Management, Inc | 0.00% | Add +228.2% | 676 | $33K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 670 | $33K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 670 | $33K |
| Manchester Capital Management LLC | 0.00% | Add +35.6% | 629 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +68.0% | 608 | $30K |
| Essential Partners LLC | 0.01% | Add +349.6% | 589 | $29K |
| Amova Asset Management Americas, Inc. | 0.00% | New | 545 | $27K |
| Tower View Wealth Management LLC | 0.01% | Add +0.8% | 539 | $26K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +2169.6% | 522 | $25K |
| Signaturefd, LLC | 0.00% | Add +69.3% | 491 | $24K |
| Clearstead Advisors, LLC | 0.00% | New | 464 | $23K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -7.3% | 455 | $22K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.1% | 438 | $21K |
| HM Payson & Co. | 0.00% | No change | 420 | $20K |
| Parvin Asset Management, LLC | 0.02% | No change | 400 | $19K |
| Trust Co. of Toledo NA | 0.00% | No change | 400 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -29.8% | 396 | $19K |
| Whittier Trust Co. | 0.00% | No change | 374 | $19K |
| Anchor Investment Management, LLC | 0.00% | New | 356 | $17K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -9.3% | 350 | $17K |
| UMB Bank, n.a. | 0.00% | Add +26.1% | 348 | $17K |
| IFG Advisory, LLC | 0.00% | New | 347 | $17K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -33.1% | 303 | $15K |
| True Wealth Design, LLC | 0.00% | Add +115.7% | 302 | $15K |
| Costello Asset Management, INC | 0.00% | Add +0.4% | 275 | $13K |
| Zions Bancorporation, National Association | 0.00% | Add +2.0% | 253 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 241 | $12K |
| Westfuller Advisors, LLC | 0.00% | Reduce -13.8% | 231 | $11K |
| Compass Financial Management LLC | 0.00% | — | 217 | $11K |
| Smartleaf Asset Management LLC | 0.00% | No change | 212 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Add +274.1% | 202 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 202 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -51.5% | 176 | $9K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.3% | 159 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +3.4% | 151 | $7K |
| Evolution Wealth Management Inc. | 0.00% | No change | 141 | $7K |
| Bfsg, LLC | 0.00% | No change | 136 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +171.1% | 122 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 107 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +92.6% | 104 | $5K |
| Abound Financial, LLC | 0.00% | New | 100 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.0% | 87 | $4K |
| Huntington National Bank | 0.00% | Add +97.5% | 79 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 65 | $3K |
| Rossby Financial, LCC | 0.00% | Add +53.7% | 63 | $3K |
| CVA Family Office, LLC | 0.00% | No change | 61 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 60 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -10.4% | 60 | $3K |
| Anchor Bay Capital, Inc. | 0.00% | — | 51 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +64.3% | 46 | $2K |
| Synergy Investment Management, LLC | 0.00% | No change | 42 | $2K |
| JPL Wealth Management, LLC | 0.00% | Add +32.3% | 41 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +68.2% | 37 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 36 | $2K |
| Boreal Capital Management LLC | 0.00% | No change | 34 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 26 | $1K |
| Highland Investment Advisors LLC | 0.00% | — | 25 | $1K |
| Fiduciary Financial Advisors | 0.00% | New | 19 | $926 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 18 | $876 |
| Blue Trust, Inc. | 0.00% | No change | 16 | $778 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +30.0% | 13 | $632 |
| Creative Capital Management Investments LLC | 0.00% | New | 12 | $584 |
| Cornerstone Planning Group LLC | 0.00% | New | 11 | $561 |
| Fulcrum Asset Management LLP | 0.00% | New | 10 | $489 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 10 | $487 |
| CoreCap Advisors, LLC | 0.00% | New | 9 | $438 |
| Buck Wealth Strategies, LLC | 0.00% | New | 7 | $341 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $292 |
| HFM Investment Advisors, LLC | 0.00% | Add +150.0% | 5 | $244 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -58.3% | 5 | $243 |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $195 |
| Davis Capital Management | 0.00% | New | 3 | $146 |
| Financial Gravity Companies, Inc. | 0.00% | — | 3 | $146 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -75.0% | 2 | $98 |
| LRI Investments, LLC | 0.00% | New | 2 | $97 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $97 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $66 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $50 |
| Kilter Group LLC | 0.00% | New | 1 | $49 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $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.