H2O AmericaHTO
13F holders, Q2 2025 (June 30)263holders +10
41new positions
32sold out
6famous investors
$52.07avg. 13F price*
At the end of Q2 2025, 263 institutions reported holding H2O America (HTO) in their 13F filings, up 10 from Q1 2025. 41 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($316.3M), Vanguard Group Inc. ($138.4M) and Cerity Partners LLC ($74.9M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- H2O America
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $46.2M |
| Exits | 32 | $12.3M |
All 13F filers, Q1 2025 → Q2 2025: 2,674,248 shares bought and 1,975,895 shares sold, net +698,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| BlackRock, Inc. | 0.01% | Add +2.0% | 6,085,926 | $316.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 2,662,671 | $138.4M |
| Cerity Partners LLC | 0.13% | Reduce -1.4% | 1,441,496 | $74.9M |
| State Street Corp. | 0.00% | Reduce -4.7% | 1,283,620 | $66.7M |
| Amundi | 0.02% | Add +1.2% | 1,227,345 | $66.7M |
| First Trust Advisors LP | 0.05% | Reduce -9.3% | 1,175,229 | $61.1M |
| Nuance Investments, LLC | 3.91% | Reduce -17.4% | 964,800 | $50.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.1% | 775,841 | $40.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.3% | 662,493 | $34.4M |
| Morgan Stanley | 0.00% | Add +16.6% | 637,534 | $33.1M |
| Invesco Ltd. | 0.01% | Reduce -4.9% | 588,451 | $30.6M |
| Marshall Wace, LLP | 0.03% | Add +87.6% | 507,568 | $26.4M |
| Legal & General Group Plc | 0.01% | Add +8.7% | 486,999 | $25.3M |
| Zimmer Partners, LP | 0.55% | Add +454.2% | 460,000 | $23.9M |
| KBC Group NV | 0.06% | Add +1.3% | 415,255 | $21.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.1% | 413,147 | $21.5M |
| Victory Capital Management Inc. | 0.01% | Add +12.7% | 377,751 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -12.8% | 348,496 | $18.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 345,830 | $18.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.4% | 289,270 | $15.0M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -59.9% | 280,630 | $14.6M |
| Nuveen, LLC | 0.00% | Add +1.7% | 270,940 | $14.1M |
| American Century Companies Inc. | 0.01% | New | 262,261 | $13.6M |
| Duff & Phelps Investment Management Co. | 0.14% | Add +27.8% | 232,932 | $12.1M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +5.0% | 225,490 | $11.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +14.9% | 172,985 | $9.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.2% | 154,288 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Add +26.1% | 148,507 | $7.7M |
| Gabelli Funds LLC | 0.05% | Reduce -0.3% | 145,955 | $7.6M |
| Schroder Investment Management Group | 0.01% | Reduce -69.2% | 126,824 | $6.6M |
| ProShare Advisors LLC | 0.01% | Reduce -10.8% | 123,843 | $6.4M |
| Mutual of America Capital Management LLC | 0.07% | Add +36.7% | 123,373 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +640.0% | 119,956 | $6.2M |
| Franklin Resources Inc. | 0.00% | Add +16.6% | 110,477 | $5.7M |
| UBS Group AG | 0.00% | Add +19.7% | 109,677 | $5.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 109,160 | $5.7M |
| Thematics Asset Management | 0.25% | Add +10.4% | 106,246 | $5.5M |
| Public Sector Pension Investment Board | 0.02% | Add +10.5% | 106,002 | $5.5M |
| Rhumbline Advisers | 0.00% | Add +3.0% | 105,416 | $5.5M |
| Norges Bank | 0.00% | New | 101,207 | $5.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 100,000 | $5.2M |
| Vennlight Capital Management, LP | 5.38% | New | 94,266 | $4.9M |
| First Manhattan Co. Llc. | 0.01% | Reduce -6.3% | 93,938 | $4.9M |
| Bank of America Corp. | 0.00% | Add +3.8% | 89,470 | $4.6M |
| Alliancebernstein L.P. | 0.00% | Add +47.9% | 84,186 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +394.8% | 79,515 | $4.1M |
| Barclays PLC | 0.00% | Add +50.1% | 77,903 | $4.0M |
| AQR Capital Management | 0.00% | Add +167.1% | 75,133 | $3.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | New | 71,016 | $3.7M |
| New Age Alpha Advisors, LLC | 0.14% | Reduce -4.1% | 62,859 | $3.3M |
| Swiss National Bank | 0.00% | Add +1.5% | 62,000 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.4% | 60,907 | $3.2M |
| Atom Investors LP | 0.28% | Add +50.1% | 59,846 | $3.1M |
| GAMCO Investors | 0.03% | Add +1.0% | 58,565 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +7.3% | 53,546 | $2.8M |
| Clean Yield Group | 0.83% | Reduce -16.9% | 53,398 | $2.8M |
| Swiss Life Asset Management Ltd | 0.02% | Add +17.6% | 51,821 | $2.7M |
| Rodgers Brothers Inc. | 0.33% | New | 50,500 | $2.6M |
| FMR LLC | 0.00% | Add +889.9% | 49,436 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -14.8% | 48,329 | $2.5M |
| Confluence Investment Management LLC | 0.04% | Reduce -9.9% | 47,809 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +5.9% | 47,629 | $2.5M |
| CenterBook Partners LP | 0.14% | Add +13.9% | 47,131 | $2.4M |
| E. Ohman J:or Asset Management AB | 0.06% | No change | 47,030 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.2% | 46,140 | $2.4M |
| Keynote Financial Services LLC | 1.63% | Add +0.5% | 46,134 | $2.4M |
| Meritage Portfolio Management | 0.15% | New | 45,550 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +177.8% | 45,531 | $2.4M |
| North Star Investment Management Corp. | 0.16% | No change | 44,800 | $2.3M |
| Millennium Management | 0.00% | Add +386.0% | 40,764 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +5.7% | 40,062 | $2.1M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -49.6% | 38,893 | $2.0M |
| Mariner, LLC | 0.00% | Add +11.0% | 38,380 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -23.0% | 37,407 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Add +7.8% | 37,175 | $1.9M |
| First National Corp. /Ma/ | 0.39% | Reduce -8.6% | 36,913 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +242.4% | 35,645 | $1.9M |
| Storebrand Asset Management As | 0.01% | Reduce -2.9% | 35,146 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Add +7.3% | 35,010 | $1.8M |
| Exchange Traded Concepts, LLC | 0.02% | Add +4.3% | 34,822 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +9.4% | 32,595 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -33.1% | 31,700 | $1.6M |
| Aquatic Capital Management LLC | 0.03% | Add +203.3% | 30,438 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -37.0% | 29,738 | $1.5M |
| Clear Harbor Asset Management, LLC | 0.12% | Reduce -0.3% | 29,396 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.41% | New | 28,990 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.2% | 28,110 | $1.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | Add +8.4% | 27,539 | $1.4M |
| CoreCommodity Management, LLC | 0.24% | Reduce -2.2% | 27,508 | $1.4M |
| Chatham Capital Group, Inc. | 0.21% | Reduce -0.6% | 26,988 | $1.4M |
| California State Teachers Retirement System | 0.00% | Reduce -5.8% | 26,784 | $1.4M |
| HRT Financial LP | 0.01% | Add +33.6% | 25,716 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -0.8% | 25,640 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +155.7% | 24,488 | $1.3M |
| Versor Investments LP | 0.22% | Add +289.4% | 24,100 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.8% | 24,082 | $1.3M |
| Federated Hermes, Inc. | 0.00% | Add +13045.6% | 23,662 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.9% | 22,873 | $1.2M |
| Sei Investments Co. | 0.00% | Add +16.2% | 22,876 | $1.2M |
| Vontobel Holding Ltd. | 0.00% | Add +27.4% | 21,663 | $1.1M |
| Magellan Asset Management Ltd | 0.01% | Reduce -2.5% | 20,736 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +58.1% | 20,361 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -2.1% | 20,291 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | New | 20,164 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.2% | 19,629 | $1.0M |
| Macquarie Group Ltd. | 0.00% | Add +48.2% | 19,184 | $997K |
| State of Alaska, Department of Revenue | 0.01% | Add +10.3% | 18,493 | $960K |
| New York State Teachers Retirement System | 0.00% | Add +0.6% | 18,374 | $955K |
| Intech Investment Management LLC | 0.01% | Add +10.7% | 17,949 | $933K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -3.2% | 17,362 | $902K |
| Two Sigma Advisers, LP | 0.00% | New | 17,300 | $899K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -7.1% | 17,058 | $887K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.3% | 16,442 | $854K |
| Guggenheim Capital LLC | 0.01% | Reduce -1.8% | 16,235 | $844K |
| D. E. Shaw & Co. | 0.00% | New | 16,003 | $832K |
| Bank of Montreal | 0.00% | Reduce -2.5% | 15,884 | $825K |
| Ethic Inc. | 0.01% | Add +133.3% | 15,901 | $824K |
| Illinois Municipal Retirement Fund | 0.01% | Add +5.2% | 15,798 | $821K |
| AlphaQuest LLC | 0.08% | Add +53.4% | 15,238 | $792K |
| Quantinno Capital Management LP | 0.00% | Add +193.8% | 15,222 | $791K |
| Janus Henderson Group PLC | 0.00% | No change | 14,947 | $777K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -94.0% | 14,600 | $759K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.4% | 14,500 | $754K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.3% | 14,387 | $748K |
| Everstar Asset Management, LLC | 0.45% | Add +181.0% | 14,052 | $730K |
| Citadel Advisors | 0.00% | Reduce -22.9% | 13,176 | $685K |
| HSBC Holdings PLC | 0.00% | Add +132.0% | 12,680 | $654K |
| Comerica Bank | 0.00% | Add +5.8% | 12,400 | $644K |
| Atria Investments, Inc | 0.01% | Add +78.0% | 12,273 | $638K |
| Inspire Advisors, LLC | 0.07% | New | 12,098 | $629K |
| Creative Planning | 0.00% | Add +40.2% | 12,062 | $627K |
| Yousif Capital Management, LLC | 0.01% | Add +3.2% | 11,582 | $602K |
| New York State Common Retirement Fund | 0.00% | No change | 11,369 | $591K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -31.2% | 11,000 | $572K |
| Van Eck Associates Corp. | 0.00% | Add +3.5% | 10,707 | $556K |
| Handelsbanken Fonder AB | 0.00% | Reduce -0.4% | 10,666 | $554K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,536 | $548K |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 10,236 | $532K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -2.3% | 10,052 | $522K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -23.0% | 9,600 | $499K |
| Arizona State Retirement System | 0.00% | Add +4.5% | 9,449 | $491K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -8.2% | 10,218 | $488K |
| Amalgamated Bank | 0.00% | Add +2.2% | 8,939 | $465K |
| Man Group plc | 0.00% | New | 8,842 | $460K |
| Cullen Capital Management, LLC | 0.01% | Add +51.0% | 8,507 | $442K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $427K |
| Lido Advisors, LLC | 0.00% | No change | 8,154 | $424K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 7,900 | $411K |
| Martingale Asset Management L P | 0.01% | New | 7,788 | $405K |
| Ballentine Partners, LLC | 0.01% | New | 7,714 | $401K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 7,611 | $396K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +22.7% | 7,550 | $392K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -77.6% | 7,440 | $387K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.4% | 7,122 | $380K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.8% | 7,259 | $377K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +3.4% | 7,237 | $376K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.9% | 7,110 | $370K |
| Voleon Capital Management LP | 0.02% | New | 7,013 | $364K |
| KLP Kapitalforvaltning As | 0.00% | Add +13.1% | 6,900 | $359K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.3% | 6,737 | $350K |
| D.A. Davidson & Co. | 0.00% | Reduce -23.8% | 6,691 | $348K |
| SOL Capital Management CO | 0.03% | No change | 6,000 | $312K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,811 | $308K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,722 | $297K |
| Engineers Gate Manager LP | 0.00% | Reduce -60.1% | 5,693 | $296K |
| One Capital Management, LLC | 0.01% | No change | 5,437 | $283K |
| Inspire Investing, LLC | 0.03% | New | 5,309 | $276K |
| Algert Global LLC | 0.01% | No change | 5,291 | $275K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.8% | 5,194 | $270K |
| Teacher Retirement System of Texas | 0.00% | Add +6.6% | 4,918 | $256K |
| ELCO Management Co., LLC | 0.13% | Add +13.5% | 4,895 | $254K |
| Cwm, LLC | 0.00% | Add +238.1% | 4,717 | $245K |
| Verition Fund Management LLC | 0.00% | Reduce -68.4% | 4,451 | $231K |
| PAX Financial Group, LLC | 0.04% | New | 4,355 | $226K |
| Blueshift Asset Management, LLC | 0.07% | New | 4,123 | $214K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 4,083 | $212K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -4.5% | 4,003 | $208K |
| Cibc World Markets Corp. | 0.00% | Reduce -47.1% | 3,924 | $204K |
| Parkworth Wealth Management, Inc. | 0.14% | Add +0.1% | 3,629 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.7% | 3,612 | $188K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,307 | $172K |
| Gitterman Wealth Management, LLC | 0.04% | New | 3,206 | $167K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +148.4% | 3,001 | $156K |
| Allworth Financial LP | 0.00% | Reduce -43.0% | 2,956 | $154K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,872 | $149K |
| GAMMA Investing LLC | 0.01% | Add +92.7% | 2,586 | $134K |
| Creative Financial Designs Inc. | 0.01% | Add +0.7% | 2,266 | $118K |
| Global Retirement Partners, LLC | 0.00% | — | 1,687 | $88K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.4% | 1,588 | $83K |
| US Bancorp \de | 0.00% | Add +190.9% | 1,527 | $79K |
| SouthState Bank Corp | 0.00% | Add +14900.0% | 1,500 | $78K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -25.1% | 1,395 | $73K |
| State of Wyoming | 0.01% | New | 1,097 | $57K |
| Versant Capital Management, Inc | 0.01% | Add +284.2% | 972 | $51K |
| Simplex Trading, LLC | 0.00% | Add +2212.5% | 925 | $48K |
| Osaic Holdings, Inc. | 0.00% | Add +72.3% | 865 | $46K |
| Sterling Capital Management LLC | 0.00% | Add +49.0% | 860 | $45K |
| Private Trust Co. NA | 0.00% | No change | 855 | $44K |
| Hughes Financial Services, LLC | 0.01% | Reduce -1.2% | 850 | $42K |
| S.A. Mason LLC | 0.02% | New | 703 | $37K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 660 | $35K |
| Costello Asset Management, INC | 0.01% | Reduce -26.4% | 557 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -3.9% | 540 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +198.3% | 534 | $28K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.2% | 498 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.0% | 488 | $25K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 463 | $24K |
| Larson Financial Group LLC | 0.00% | Add +3014.3% | 436 | $23K |
| Meeder Asset Management Inc. | 0.00% | Reduce -97.7% | 376 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | New | 369 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 285 | $15K |
| West Oak Capital, LLC | 0.01% | No change | 250 | $13K |
| Vega Investment Solutions | 0.00% | New | 236 | $12K |
| IFP Advisors, Inc | 0.00% | New | 232 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 214 | $11K |
| Estabrook Capital Management | 0.00% | Add +1.0% | 206 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.6% | 201 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -4.6% | 187 | $10K |
| Arax Advisory Partners | 0.00% | Add +644.0% | 186 | $10K |
| Principal Securities, Inc. | 0.00% | Add +2328.6% | 170 | $9K |
| UMB Bank, n.a. | 0.00% | Add +46.1% | 168 | $9K |
| True Wealth Design, LLC | 0.00% | Add +459.1% | 123 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Add +1077.8% | 106 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 97 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 96 | $5K |
| High Note Wealth, LLC | 0.00% | New | 92 | $5K |
| Leonteq Securities AG | 0.00% | Add +10.1% | 87 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.5% | 82 | $4K |
| Brooklyn Investment Group | 0.00% | Reduce -34.1% | 81 | $4K |
| MAI Capital Management | 0.00% | Add +1200.0% | 78 | $4K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 75 | $4K |
| Fifth Third Bancorp | 0.00% | Reduce -48.9% | 70 | $4K |
| Ameriflex Group, Inc. | 0.00% | Add +1.4% | 70 | $4K |
| Bessemer Group Inc. | 0.00% | Add +53.7% | 63 | $3K |
| Signaturefd, LLC | 0.00% | New | 55 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 50 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +512.5% | 49 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +860.0% | 48 | $2K |
| Essential Partners LLC | 0.00% | — | 39 | $2K |
| Covestor Ltd | 0.00% | Reduce -21.9% | 32 | $2K |
| Hemington Wealth Management | 0.00% | Add +28.2% | 50 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -59.5% | 32 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 24 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -80.8% | 23 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| Huntington National Bank | 0.00% | No change | 19 | $987 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 17 | $884 |
| Fortitude Family Office, LLC | 0.00% | New | 16 | $832 |
| Farther Finance Advisors, LLC | 0.00% | Add +15.4% | 15 | $780 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -31.3% | 11 | $572 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 8 | $416 |
| Jones Financial Companies LLLP | 0.00% | New | 8 | $415 |
| Clearstead Trust, LLC | 0.00% | New | 7 | $364 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -25.0% | 6 | $312 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -70.6% | 5 | $248 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $156 |
| Abound Wealth Management | 0.00% | No change | 3 | $156 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $104 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $104 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $52 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $51 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.