H2O AmericaHTO
13F holders, Q1 2025 (March 31)253holders +13
45new positions
31sold out
6famous investors
$54.58avg. 13F price*
At the end of Q1 2025, 253 institutions reported holding H2O America (HTO) in their 13F filings, up 13 from Q4 2024. 45 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($326.2M), Vanguard Group Inc. ($146.3M) and Cerity Partners LLC ($80.0M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- H2O America
- Filed as
- SJW GROUP (Q1 2025)
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $83.1M |
| Exits | 31 | $25.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,054,259 shares bought and 2,130,755 shares sold, net +923,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| BlackRock, Inc. | 0.01% | Reduce -5.5% | 5,964,998 | $326.2M |
| Vanguard Group Inc. | 0.00% | Add +2.2% | 2,675,488 | $146.3M |
| Cerity Partners LLC | 0.16% | Add +0.2% | 1,462,249 | $80.0M |
| State Street Corp. | 0.00% | Reduce -25.6% | 1,347,452 | $73.7M |
| First Trust Advisors LP | 0.06% | Reduce -1.7% | 1,295,831 | $70.9M |
| Amundi | 0.02% | Reduce -7.5% | 1,212,318 | $66.3M |
| Nuance Investments, LLC | 4.20% | Reduce -7.0% | 1,167,968 | $63.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 792,392 | $43.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.9% | 660,534 | $36.1M |
| CIBC Private Wealth Group LLC | 0.08% | New | 700,000 | $35.7M |
| Invesco Ltd. | 0.01% | Add +8.2% | 618,481 | $33.8M |
| Morgan Stanley | 0.00% | Add +1.8% | 546,696 | $29.9M |
| Legal & General Group Plc | 0.01% | Add +23.7% | 447,977 | $24.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.9% | 417,854 | $22.9M |
| KBC Group NV | 0.07% | No change | 410,130 | $22.4M |
| Schroder Investment Management Group | 0.02% | Add +41.3% | 411,926 | $22.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 399,829 | $21.9M |
| Bank of New York Mellon Corp | 0.00% | Add +6.8% | 349,823 | $19.1M |
| Victory Capital Management Inc. | 0.02% | Add +101.8% | 335,164 | $18.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.1% | 322,971 | $17.7M |
| Marshall Wace, LLP | 0.02% | New | 270,499 | $14.8M |
| Nuveen, LLC | 0.00% | — | 266,406 | $14.6M |
| Assenagon Asset Management S.A. | 0.02% | Add +58.8% | 243,229 | $13.3M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | New | 214,660 | $11.7M |
| Duff & Phelps Investment Management Co. | 0.12% | Add +582.2% | 182,302 | $10.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.7% | 150,907 | $8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.3% | 150,530 | $8.2M |
| Gabelli Funds LLC | 0.06% | Add +0.1% | 146,455 | $8.0M |
| ProShare Advisors LLC | 0.02% | Reduce -12.7% | 138,848 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.4% | 117,759 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +53.2% | 111,214 | $6.1M |
| Rhumbline Advisers | 0.01% | Reduce -4.6% | 102,306 | $5.6M |
| First Manhattan Co. Llc. | 0.02% | Reduce -3.0% | 100,202 | $5.5M |
| Thematics Asset Management | 0.27% | No change | 96,246 | $5.3M |
| Public Sector Pension Investment Board | 0.02% | Add +27.1% | 95,919 | $5.2M |
| Franklin Resources Inc. | 0.00% | Add +112.9% | 94,769 | $5.2M |
| UBS Group AG | 0.00% | Add +2.5% | 91,647 | $5.0M |
| Mutual of America Capital Management LLC | 0.06% | Add +1869.7% | 90,272 | $4.9M |
| Bank of America Corp. | 0.00% | Reduce -35.3% | 86,192 | $4.7M |
| Zimmer Partners, LP | 0.09% | New | 83,000 | $4.5M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +251.9% | 77,101 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +171.6% | 69,102 | $3.8M |
| New Age Alpha Advisors, LLC | 0.16% | Add +55.1% | 65,521 | $3.6M |
| Clean Yield Group | 1.14% | Reduce -14.0% | 64,220 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +1.3% | 63,066 | $3.4M |
| Swiss National Bank | 0.00% | No change | 61,100 | $3.3M |
| GAMCO Investors | 0.03% | Add +21.4% | 57,965 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +66.5% | 56,940 | $3.1M |
| Jane Street Group, LLC | 0.01% | New | 56,701 | $3.1M |
| Confluence Investment Management LLC | 0.04% | Add +7.9% | 53,044 | $2.9M |
| Barclays PLC | 0.00% | Reduce -23.8% | 51,885 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.2% | 49,899 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +23.1% | 48,572 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -33.1% | 47,400 | $2.6M |
| Citigroup Inc. | 0.00% | Add +1.7% | 47,231 | $2.6M |
| E. Ohman J:or Asset Management AB | 0.07% | Add +44.6% | 47,030 | $2.6M |
| Keynote Financial Services LLC | 1.81% | Add +4.7% | 45,928 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -4.7% | 44,970 | $2.5M |
| North Star Investment Management Corp. | 0.18% | Add +28.0% | 44,800 | $2.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +0.9% | 44,066 | $2.4M |
| CenterBook Partners LP | 0.14% | Add +127.7% | 41,362 | $2.3M |
| First National Corp. /Ma/ | 0.49% | Add +113.5% | 40,388 | $2.2M |
| Atom Investors LP | 0.27% | Add +70.4% | 39,882 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +45.7% | 37,910 | $2.1M |
| Storebrand Asset Management As | 0.01% | Reduce -2.3% | 36,199 | $2.0M |
| Mariner, LLC | 0.00% | Add +60.6% | 34,566 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -1.5% | 34,501 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.0% | 33,873 | $1.9M |
| Exchange Traded Concepts, LLC | 0.03% | Add +162.8% | 33,391 | $1.8M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -8.7% | 33,166 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Add +84.3% | 32,629 | $1.8M |
| Trexquant Investment LP | 0.02% | New | 30,153 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -1.8% | 29,787 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.13% | Add +1.3% | 29,496 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -2.7% | 28,446 | $1.6M |
| AQR Capital Management | 0.00% | Add +77.9% | 28,131 | $1.5M |
| CoreCommodity Management, LLC | 0.25% | New | 28,124 | $1.5M |
| Chatham Capital Group, Inc. | 0.25% | Add +4.1% | 27,148 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.3% | 26,972 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 26,800 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.0% | 26,131 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +76.1% | 25,858 | $1.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.16% | Add +1.5% | 25,406 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | Add +266.5% | 24,393 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 22,227 | $1.2M |
| Magellan Asset Management Ltd | 0.01% | No change | 21,268 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +2.3% | 20,718 | $1.1M |
| Sei Investments Co. | 0.00% | Add +158.1% | 19,694 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.4% | 19,663 | $1.1M |
| HRT Financial LP | 0.01% | New | 19,254 | $1.1M |
| Jump Financial, LLC | 0.02% | Add +182.4% | 18,877 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 18,358 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Add +19.1% | 18,274 | $999K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,937 | $981K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.5% | 17,926 | $980K |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 17,363 | $950K |
| Citadel Advisors | 0.00% | Reduce -29.8% | 17,099 | $935K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.2% | 17,007 | $930K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 16,768 | $917K |
| Guggenheim Capital LLC | 0.01% | Reduce -51.4% | 16,525 | $904K |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.2% | 16,392 | $896K |
| Bank of Montreal | 0.00% | Add +7.6% | 16,297 | $891K |
| Meeder Asset Management Inc. | 0.06% | New | 16,267 | $890K |
| Two Sigma Investments, LP | 0.00% | Reduce -75.2% | 16,211 | $887K |
| Intech Investment Management LLC | 0.01% | Add +15.0% | 16,208 | $886K |
| Squarepoint Ops LLC | 0.00% | Add +19.8% | 16,070 | $879K |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 15,978 | $874K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -9.3% | 15,023 | $822K |
| Janus Henderson Group PLC | 0.00% | No change | 14,947 | $801K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.2% | 14,577 | $797K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.0% | 14,300 | $782K |
| Engineers Gate Manager LP | 0.01% | Reduce -54.7% | 14,264 | $780K |
| Verition Fund Management LLC | 0.00% | Reduce -70.6% | 14,088 | $770K |
| Macquarie Group Ltd. | 0.00% | Reduce -33.9% | 12,943 | $708K |
| Ieq Capital, LLC | 0.01% | Add +50.8% | 12,878 | $704K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -4.0% | 12,473 | $682K |
| Comerica Bank | 0.00% | Reduce -8.3% | 11,715 | $641K |
| New York State Common Retirement Fund | 0.00% | No change | 11,369 | $622K |
| Canvas Wealth Advisors, LLC | 0.16% | Add +58.1% | 11,130 | $615K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.1% | 11,223 | $614K |
| XTX Topco Ltd | 0.03% | New | 11,007 | $602K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,704 | $585K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,536 | $576K |
| Stifel Financial Corp. | 0.00% | Add +1.7% | 10,449 | $571K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.4% | 10,409 | $569K |
| Van Eck Associates Corp. | 0.00% | Add +4.8% | 10,350 | $566K |
| Daiwa Securities Group Inc. | 0.00% | Add +15.2% | 10,288 | $563K |
| Aquatic Capital Management LLC | 0.01% | Reduce -2.4% | 10,036 | $549K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 10,009 | $547K |
| AlphaQuest LLC | 0.06% | Add +1.3% | 9,932 | $543K |
| Royal Bank of Canada | 0.00% | Add +51.9% | 9,578 | $524K |
| Nebula Research & Development LLC | 0.05% | New | 9,111 | $498K |
| Arizona State Retirement System | 0.00% | Add +0.3% | 9,045 | $495K |
| D.A. Davidson & Co. | 0.00% | New | 8,781 | $480K |
| Amalgamated Bank | 0.00% | Reduce -2.0% | 8,749 | $478K |
| Creative Planning | 0.00% | Reduce -7.6% | 8,604 | $471K |
| Millennium Management | 0.00% | Reduce -78.8% | 8,387 | $459K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $449K |
| Lido Advisors, LLC | 0.00% | No change | 8,154 | $446K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.3% | 7,699 | $421K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -22.7% | 7,525 | $408K |
| Cibc World Markets Corp. | 0.00% | New | 7,422 | $406K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,001 | $383K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.8% | 6,910 | $378K |
| HighTower Advisors, LLC | 0.00% | Add +55.7% | 6,897 | $377K |
| Atria Investments, Inc | 0.00% | Add +25.7% | 6,895 | $377K |
| Ethic Inc. | 0.01% | Add +10.0% | 6,816 | $369K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,669 | $365K |
| Versor Investments LP | 0.06% | Reduce -38.0% | 6,189 | $338K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +12.2% | 6,154 | $337K |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,100 | $334K |
| SOL Capital Management CO | 0.04% | No change | 6,000 | $328K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,900 | $323K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,722 | $313K |
| Cullen Capital Management, LLC | 0.00% | New | 5,634 | $308K |
| HSBC Holdings PLC | 0.00% | Add +3.5% | 5,466 | $303K |
| One Capital Management, LLC | 0.01% | No change | 5,437 | $297K |
| Algert Global LLC | 0.01% | No change | 5,291 | $289K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,233 | $286K |
| Petrus Trust Company, LTA | 0.03% | Add +17.6% | 5,196 | $284K |
| Quantinno Capital Management LP | 0.00% | New | 5,181 | $283K |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 5,189 | $282K |
| Everstar Asset Management, LLC | 0.18% | New | 5,000 | $273K |
| FMR LLC | 0.00% | Reduce -87.8% | 4,994 | $273K |
| Virtu Financial LLC | 0.01% | New | 4,618 | $253K |
| Teacher Retirement System of Texas | 0.00% | New | 4,614 | $252K |
| ELCO Management Co., LLC | 0.13% | No change | 4,314 | $236K |
| PNC Financial Services Group, Inc. | 0.00% | Add +106.0% | 4,283 | $234K |
| Bridgefront Capital, LLC | 0.07% | New | 4,249 | $232K |
| Sherbrooke Park Advisers LLC | 0.11% | New | 4,225 | $231K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -10.3% | 4,194 | $229K |
| Point72 Asset Management | 0.00% | New | 4,028 | $220K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,718 | $203K |
| Tiaa Trust, National Association | 0.00% | New | 3,690 | $202K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,688 | $202K |
| Parkworth Wealth Management, Inc. | 0.16% | Add +0.0% | 3,624 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,307 | $181K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,872 | $157K |
| Creative Financial Designs Inc. | 0.01% | Add +3.3% | 2,250 | $123K |
| Point72 (DIFC) Ltd | 0.01% | Add +62000.0% | 1,863 | $102K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,823 | $100K |
| Russell Investments Group, Ltd. | 0.00% | Add +108.2% | 1,595 | $87K |
| Cwm, LLC | 0.00% | Add +240.2% | 1,395 | $76K |
| GAMMA Investing LLC | 0.01% | Add +190.5% | 1,342 | $73K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +38.4% | 1,208 | $66K |
| Private Trust Co. NA | 0.00% | No change | 855 | $47K |
| Hughes Financial Services, LLC | 0.01% | New | 860 | $47K |
| Costello Asset Management, INC | 0.02% | New | 757 | $41K |
| Medallion Wealth Advisors, LLC | 0.02% | New | 660 | $36K |
| Quadrant Capital Group LLC | 0.00% | Add +236.1% | 578 | $32K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.3% | 577 | $32K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -26.7% | 562 | $31K |
| US Bancorp \de | 0.00% | Reduce -36.4% | 525 | $29K |
| Ostrum Asset Management | 0.00% | Reduce -56.9% | 517 | $28K |
| Osaic Holdings, Inc. | 0.00% | Add +4.6% | 502 | $28K |
| Public Employees Retirement System of Ohio | 0.00% | Add +11.9% | 499 | $27K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -39.5% | 456 | $25K |
| Spire Wealth Management | 0.00% | No change | 440 | $24K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $19K |
| AdvisorNet Financial, Inc | 0.00% | No change | 285 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +25.3% | 253 | $14K |
| West Oak Capital, LLC | 0.01% | No change | 250 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +23.6% | 220 | $12K |
| Rise Advisors, LLC | 0.01% | New | 214 | $12K |
| Estabrook Capital Management | 0.00% | Add +1.0% | 204 | $11K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +56.8% | 196 | $11K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $11K |
| Federated Hermes, Inc. | 0.00% | New | 180 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +110.6% | 179 | $10K |
| Quarry LP | 0.00% | Reduce -77.7% | 149 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -32.5% | 137 | $7K |
| Brooklyn Investment Group | 0.00% | New | 123 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -63.1% | 120 | $6K |
| UMB Bank, n.a. | 0.00% | Add +721.4% | 115 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 97 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.6% | 80 | $4K |
| Leonteq Securities AG | 0.00% | Reduce -4.8% | 79 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 79 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 69 | $4K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 60 | $3K |
| Hexagon Capital Partners LLC | 0.00% | New | 45 | $2K |
| Covestor Ltd | 0.00% | Add +156.3% | 41 | $2K |
| Hemington Wealth Management | 0.00% | Add +457.1% | 39 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -44.4% | 40 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -84.6% | 41 | $2K |
| Arax Advisory Partners | 0.00% | New | 25 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +1050.0% | 23 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -86.7% | 22 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| Huntington National Bank | 0.00% | Add +1800.0% | 19 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 17 | $931 |
| JFS Wealth Advisors, LLC | 0.00% | Add +166.7% | 16 | $876 |
| Larson Financial Group LLC | 0.00% | New | 14 | $766 |
| Farther Finance Advisors, LLC | 0.00% | Add +550.0% | 13 | $704 |
| Parkside Financial Bank & Trust | 0.00% | Add +50.0% | 12 | $657 |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 11 | $602 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $547 |
| SouthState Bank Corp | 0.00% | New | 10 | $547 |
| Bell Investment Advisors, Inc | 0.00% | No change | 9 | $493 |
| Bare Financial Services, Inc | 0.00% | New | 8 | $438 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +300.0% | 8 | $438 |
| Principal Securities, Inc. | 0.00% | No change | 7 | $345 |
| MAI Capital Management | 0.00% | No change | 6 | $329 |
| Global Financial Private Client, LLC | 0.00% | Add +500.0% | 6 | $328 |
| SJS Investment Consulting Inc. | 0.00% | Add +400.0% | 5 | $274 |
| Parallel Advisors, LLC | 0.00% | Reduce -77.3% | 5 | $273 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 4 | $219 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $165 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $55 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $54 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 8 | $0 |
| Avion Wealth | 0.00% | New | 18 | $0 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.