H2O AmericaHTO
13F holders, Q3 2024 (September 30)252holders +23
40new positions
17sold out
8famous investors
$58.09avg. 13F price*
At the end of Q3 2024, 252 institutions reported holding H2O America (HTO) in their 13F filings, up 23 from Q2 2024. 40 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($347.3M), Vanguard Group Inc. ($147.9M) and State Street Corp. ($93.6M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- H2O America
- Filed as
- SJW GROUP (Q3 2024)
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $19.8M |
| Exits | 17 | $6.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,644,460 shares bought and 1,251,376 shares sold, net +393,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| BlackRock, Inc. | 0.01% | — | 5,977,176 | $347.3M |
| Vanguard Group Inc. | 0.00% | Add +3.3% | 2,545,561 | $147.9M |
| State Street Corp. | 0.00% | Reduce -2.4% | 1,610,337 | $93.6M |
| Cerity Partners LLC | 0.19% | Add +0.1% | 1,457,833 | $84.7M |
| Amundi | 0.03% | Add +14.1% | 1,368,044 | $79.2M |
| Nuance Investments, LLC | 2.36% | Reduce -23.1% | 1,204,519 | $70.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.9% | 722,734 | $42.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.7% | 716,578 | $41.6M |
| Morgan Stanley | 0.00% | Add +33.7% | 693,165 | $40.3M |
| Invesco Ltd. | 0.01% | Reduce -26.0% | 565,605 | $32.9M |
| KBC Group NV | 0.08% | No change | 474,307 | $27.6M |
| First Trust Advisors LP | 0.02% | Add +3.9% | 443,748 | $25.8M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 385,035 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +163.3% | 373,314 | $21.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.9% | 369,967 | $21.5M |
| Legal & General Group Plc | 0.01% | Reduce -3.3% | 367,622 | $21.4M |
| Nuveen Asset Management, LLC | 0.01% | Add +13.6% | 367,367 | $21.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.3% | 308,453 | $17.9M |
| Schroder Investment Management Group | 0.02% | Add +4.0% | 280,929 | $16.1M |
| Millennium Management | 0.01% | Add +112.0% | 241,206 | $14.0M |
| Assenagon Asset Management S.A. | 0.03% | Add +29.4% | 212,299 | $12.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +19.4% | 190,821 | $11.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -8.4% | 174,734 | $10.2M |
| Gabelli Funds LLC | 0.06% | No change | 146,255 | $8.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -12.1% | 140,552 | $8.2M |
| ProShare Advisors LLC | 0.02% | Add +7.1% | 129,383 | $7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.3% | 126,191 | $7.3M |
| Renaissance Technologies | 0.01% | Reduce -17.8% | 114,700 | $6.7M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 112,314 | $6.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -7.5% | 111,254 | $6.5M |
| Bank of America Corp. | 0.00% | Add +47.2% | 110,388 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.1% | 106,945 | $6.2M |
| Clean Yield Group | 1.81% | Reduce -18.8% | 98,199 | $5.7M |
| UBS Group AG | 0.00% | Add +4.4% | 97,398 | $5.7M |
| Thematics Asset Management | 0.22% | No change | 96,246 | $5.6M |
| PATRIZIA Pty Ltd | 8.13% | No change | 94,211 | $5.5M |
| Norges Bank | 0.00% | Reduce -24.1% | 92,872 | $5.4M |
| FMR LLC | 0.00% | Add +37.5% | 92,386 | $5.4M |
| Tudor Investment Corporation | 0.05% | Add +9.1% | 85,531 | $5.0M |
| Two Sigma Investments, LP | 0.01% | Add +14.7% | 69,617 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.2% | 66,427 | $3.9M |
| Public Sector Pension Investment Board | 0.02% | Reduce -2.0% | 63,192 | $3.7M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.37% | Reduce -4.3% | 61,586 | $3.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.6% | 61,361 | $3.6M |
| Barclays PLC | 0.00% | Add +376.0% | 60,140 | $3.5M |
| Swiss National Bank | 0.00% | No change | 59,900 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -9.1% | 55,774 | $3.2M |
| Confluence Investment Management LLC | 0.04% | Reduce -2.2% | 53,170 | $3.1M |
| Atom Investors LP | 0.32% | Add +4.1% | 52,507 | $3.1M |
| Edgestream Partners, L.P. | 0.13% | Add +120.1% | 52,072 | $3.0M |
| Trexquant Investment LP | 0.04% | New | 49,735 | $2.9M |
| GAMCO Investors | 0.03% | No change | 47,750 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -64.2% | 46,709 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +162.6% | 42,810 | $2.5M |
| Citigroup Inc. | 0.00% | Add +81.9% | 40,698 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +6.0% | 39,116 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +5.2% | 37,867 | $2.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -9.8% | 37,361 | $2.2M |
| Storebrand Asset Management As | 0.01% | Reduce -9.7% | 37,153 | $2.2M |
| Walleye Capital LLC | 0.03% | Add +121.5% | 36,555 | $2.1M |
| Macquarie Group Ltd. | 0.00% | Add +83.2% | 35,415 | $2.1M |
| Engineers Gate Manager LP | 0.04% | New | 35,098 | $2.0M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -0.5% | 34,880 | $2.0M |
| Raymond James & Associates | 0.00% | Reduce -70.0% | 34,218 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.6% | 34,111 | $2.0M |
| E. Ohman J:or Asset Management AB | 0.05% | Add +7.6% | 32,533 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Add +18.4% | 31,713 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -2.1% | 30,837 | $1.8M |
| Clear Harbor Asset Management, LLC | 0.14% | Add +0.1% | 29,761 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -3.9% | 29,500 | $1.7M |
| Keynote Financial Services LLC | 1.32% | Reduce -1.1% | 29,420 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 29,138 | $1.7M |
| HRT Financial LP | 0.01% | New | 27,518 | $1.6M |
| Duff & Phelps Investment Management Co. | 0.02% | New | 27,408 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -8.2% | 27,174 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.7% | 27,096 | $1.6M |
| Chatham Capital Group, Inc. | 0.25% | Add +0.2% | 26,603 | $1.5M |
| TD Asset Management Inc | 0.00% | Reduce -30.1% | 26,200 | $1.5M |
| Magellan Asset Management Ltd | 0.01% | No change | 25,016 | $1.5M |
| Zimmer Partners, LP | 0.03% | New | 25,000 | $1.5M |
| Jennison Associates LLC | 0.00% | Add +22.7% | 24,743 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -7.7% | 24,362 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 23,713 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 23,376 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -21.7% | 22,753 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.8% | 22,418 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.5% | 22,081 | $1.3M |
| Bank of Montreal | 0.00% | Add +29.7% | 21,711 | $1.2M |
| Jump Financial, LLC | 0.03% | Add +21.5% | 21,025 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -2.4% | 20,850 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.1% | 19,193 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +18.5% | 19,180 | $1.1M |
| Deerfield Management Company, L.P. | 0.02% | New | 19,014 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -8.9% | 18,968 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | Add +0.6% | 18,763 | $1.1M |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.1% | 18,581 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 18,531 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 18,358 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -36.5% | 17,539 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.7% | 17,340 | $1.0M |
| Canada Pension Plan Investment Board | 0.00% | New | 17,000 | $988K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.4% | 16,988 | $987K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -63.1% | 16,970 | $986K |
| Allianz Asset Management GmbH | 0.00% | Reduce -16.4% | 16,793 | $976K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.5% | 15,380 | $894K |
| New York State Teachers Retirement System | 0.00% | Reduce -2.5% | 15,348 | $892K |
| Janus Henderson Group PLC | 0.00% | No change | 14,947 | $868K |
| CenterBook Partners LP | 0.05% | Reduce -11.8% | 14,490 | $842K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.7% | 14,400 | $837K |
| Ethic Inc. | 0.02% | Add +56.5% | 14,463 | $818K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -32.5% | 13,968 | $812K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -4.2% | 13,489 | $784K |
| Comerica Bank | 0.00% | Reduce -2.2% | 13,139 | $764K |
| Gsa Capital Partners LLP | 0.06% | Add +164.2% | 12,923 | $751K |
| Creative Planning | 0.00% | Add +8.7% | 12,901 | $750K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +37.8% | 11,878 | $690K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.8% | 11,557 | $672K |
| New York State Common Retirement Fund | 0.00% | Reduce -13.0% | 11,369 | $661K |
| Handelsbanken Fonder AB | 0.00% | Add +35.4% | 10,920 | $635K |
| SG Americas Securities, LLC | 0.00% | New | 10,796 | $627K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 10,666 | $620K |
| Voya Investment Management LLC | 0.00% | Reduce -2.5% | 10,661 | $620K |
| Susquehanna International Group, LLP | 0.00% | Add +81.2% | 10,581 | $615K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,536 | $612K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 10,220 | $594K |
| Stifel Financial Corp. | 0.00% | Reduce -13.3% | 10,047 | $584K |
| Man Group plc | 0.00% | New | 9,315 | $541K |
| Van Eck Associates Corp. | 0.00% | Add +9.1% | 9,043 | $530K |
| Marshall Wace, LLP | 0.00% | New | 9,108 | $529K |
| Amalgamated Bank | 0.00% | Reduce -1.6% | 8,910 | $518K |
| Arizona State Retirement System | 0.00% | Add +3.4% | 8,818 | $512K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 8,751 | $509K |
| Centiva Capital, LP | 0.02% | New | 8,661 | $503K |
| Manchester Capital Management LLC | 0.06% | No change | 8,652 | $503K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $477K |
| HSBC Holdings PLC | 0.00% | New | 8,211 | $477K |
| Lido Advisors, LLC | 0.00% | Reduce -0.4% | 8,154 | $474K |
| XTX Topco Ltd | 0.03% | New | 7,982 | $464K |
| Daiwa Securities Group Inc. | 0.00% | Add +12.4% | 7,968 | $463K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.2% | 7,531 | $438K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.5% | 7,507 | $436K |
| Sei Investments Co. | 0.00% | Add +61.9% | 7,466 | $434K |
| Royal Bank of Canada | 0.00% | Add +23.3% | 7,349 | $428K |
| Algert Global LLC | 0.01% | No change | 7,116 | $414K |
| Versor Investments LP | 0.06% | Reduce -41.5% | 7,032 | $409K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.4% | 7,010 | $407K |
| Praxis Investment Management Inc. | 0.03% | Reduce -5.6% | 6,970 | $405K |
| Gotham Asset Management | 0.00% | New | 6,650 | $386K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -8.8% | 6,492 | $377K |
| Inceptionr LLC | 0.09% | Add +62.0% | 6,124 | $356K |
| SOL Capital Management CO | 0.04% | No change | 6,000 | $349K |
| Atria Investments, Inc | 0.00% | Add +16.8% | 5,904 | $343K |
| AlphaQuest LLC | 0.03% | Reduce -52.6% | 5,543 | $322K |
| Ballentine Partners, LLC | 0.01% | New | 5,491 | $319K |
| Kennedy Capital Management LLC | 0.01% | No change | 5,483 | $319K |
| Cullen Capital Management, LLC | 0.00% | Add +0.7% | 5,473 | $318K |
| One Capital Management, LLC | 0.01% | No change | 5,437 | $316K |
| Allworth Financial LP | 0.00% | Add +0.1% | 5,429 | $315K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,349 | $311K |
| Inspire Investing, LLC | 0.03% | New | 5,324 | $309K |
| Intech Investment Management LLC | 0.00% | New | 5,287 | $307K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -84.9% | 5,258 | $306K |
| Quantbot Technologies LP | 0.01% | Reduce -55.3% | 5,243 | $305K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.4% | 5,233 | $304K |
| Nebula Research & Development LLC | 0.04% | Reduce -55.3% | 5,123 | $298K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Add +32.0% | 4,895 | $284K |
| Fifth Lane Capital, LP | 0.70% | New | 4,681 | $272K |
| Inspire Advisors, LLC | 0.03% | No change | 4,667 | $271K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -7.1% | 4,478 | $260K |
| Petrus Trust Company, LTA | 0.03% | Reduce -36.7% | 4,420 | $257K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 4,369 | $254K |
| IFM Investors Pty Ltd | 0.00% | Reduce -3.7% | 4,342 | $252K |
| HighTower Advisors, LLC | 0.00% | Add +3.4% | 4,197 | $251K |
| Aquatic Capital Management LLC | 0.01% | Add +53.6% | 4,300 | $250K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +3.9% | 4,104 | $238K |
| MQS Management LLC | 0.13% | New | 4,011 | $233K |
| Empire Financial Management Company, LLC | 0.07% | No change | 3,955 | $230K |
| Aigen Investment Management, LP | 0.04% | New | 3,872 | $225K |
| Teacher Retirement System of Texas | 0.00% | New | 3,787 | $220K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,757 | $218K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,718 | $216K |
| First Trust Direct Indexing L.P. | 0.01% | New | 3,692 | $215K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.8% | 3,690 | $214K |
| EntryPoint Capital, LLC | 0.12% | New | 3,638 | $211K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,307 | $192K |
| Kepos Capital LP | 0.08% | Reduce -22.6% | 3,131 | $182K |
| Creative Financial Designs Inc. | 0.01% | Reduce -9.5% | 3,072 | $179K |
| Meeder Asset Management Inc. | 0.01% | New | 2,407 | $140K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.1% | 1,946 | $113K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 1,406 | $82K |
| US Bancorp \de | 0.00% | Add +53.8% | 1,255 | $73K |
| Danske Bank A/S | 0.00% | New | 1,000 | $58K |
| Natixis Investment Managers International | 0.00% | No change | 930 | $54K |
| Cwm, LLC | 0.00% | Add +76.9% | 920 | $53K |
| Private Trust Co. NA | 0.01% | No change | 855 | $50K |
| nVerses Capital, LLC | 0.02% | New | 800 | $46K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 800 | $46K |
| Nisa Investment Advisors, LLC | 0.00% | Add +9.1% | 778 | $45K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.5% | 762 | $44K |
| Point72 (DIFC) Ltd | 0.00% | Add +81.4% | 704 | $41K |
| Quadrant Capital Group LLC | 0.00% | Add +37.3% | 560 | $33K |
| Trust Co. of Vermont | 0.00% | New | 500 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Add +133.0% | 466 | $27K |
| Ostrum Asset Management | 0.00% | Reduce -60.3% | 463 | $27K |
| Spire Wealth Management | 0.00% | No change | 440 | $26K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 400 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.4% | 374 | $22K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $20K |
| GAMMA Investing LLC | 0.00% | Add +77.0% | 347 | $20K |
| Signaturefd, LLC | 0.00% | Add +53.6% | 344 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1096.2% | 311 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -7.4% | 313 | $18K |
| Quarry LP | 0.01% | New | 299 | $17K |
| Bessemer Group Inc. | 0.00% | Add +113.2% | 275 | $16K |
| Millburn Ridgefield LLC | 0.00% | Reduce -9.5% | 258 | $15K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -9.5% | 258 | $15K |
| West Oak Capital, LLC | 0.01% | No change | 250 | $15K |
| International Assets Investment Management, LLC | 0.00% | Reduce -25.4% | 211 | $12K |
| Estabrook Capital Management | 0.00% | New | 201 | $12K |
| Fifth Third Bancorp | 0.00% | Add +10.2% | 183 | $11K |
| Lindbrook Capital, LLC | 0.00% | Add +4.0% | 180 | $10K |
| Private Wealth Management Group, LLC | 0.00% | No change | 127 | $7K |
| Rise Advisors, LLC | 0.00% | Add +0.8% | 122 | $7K |
| Sterling Capital Management LLC | 0.00% | — | 112 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 104 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.5% | 96 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -24.3% | 81 | $5K |
| UMB Bank, n.a. | 0.00% | Add +118.8% | 70 | $4K |
| North Star Investment Management Corp. | 0.00% | New | 56 | $3K |
| First Pacific Financial | 0.00% | Add +100.0% | 50 | $3K |
| Rothschild Investment LLC | 0.00% | Add +700.0% | 40 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -60.3% | 48 | $2K |
| Blue Trust, Inc. | 0.00% | New | 30 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -63.4% | 26 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 24 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +90.0% | 19 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 15 | $862 |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 11 | $639 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 11 | $639 |
| Financial Gravity Companies, Inc. | 0.00% | — | 10 | $581 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -47.1% | 9 | $523 |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $465 |
| SJS Investment Consulting Inc. | 0.00% | Add +50.0% | 6 | $349 |
| Huntington National Bank | 0.00% | No change | 6 | $349 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +50.0% | 6 | $349 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 4 | $233 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $232 |
| Farther Finance Advisors, LLC | 0.00% | Add +50.0% | 3 | $174 |
| Mendota Financial Group, LLC | 0.00% | New | 2 | $117 |
| Hemington Wealth Management | 0.00% | New | 14 | $0 |
| Covestor Ltd | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.