H2O AmericaHTO
13F holders, Q3 2025 (September 30)281holders +18
47new positions
24sold out
6famous investors
$48.68avg. 13F price*
At the end of Q3 2025, 281 institutions reported holding H2O America (HTO) in their 13F filings, up 18 from Q2 2025. 47 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($304.0M), Vanguard Group Inc. ($129.3M) and Amundi ($106.0M). 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- H2O America
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $25.9M |
| Exits | 24 | $24.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,106,886 shares bought and 1,985,224 shares sold, net +1,121,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| BlackRock, Inc. | 0.01% | Add +2.6% | 6,242,044 | $304.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.3% | 2,654,093 | $129.3M |
| Amundi | 0.03% | Add +78.0% | 2,184,942 | $106.0M |
| Cerity Partners LLC | 0.11% | Add +0.5% | 1,448,347 | $70.5M |
| First Trust Advisors LP | 0.05% | Add +11.9% | 1,315,455 | $64.1M |
| State Street Corp. | 0.00% | Add +1.3% | 1,299,974 | $63.3M |
| Nuance Investments, LLC | 5.07% | Add +5.9% | 1,021,922 | $49.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.6% | 819,441 | $39.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.6% | 651,703 | $31.7M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 613,465 | $29.9M |
| Invesco Ltd. | 0.00% | Reduce -3.2% | 569,881 | $27.8M |
| Legal & General Group Plc | 0.01% | Add +15.2% | 561,020 | $27.3M |
| Victory Capital Management Inc. | 0.01% | Add +15.9% | 437,773 | $21.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.7% | 420,042 | $20.5M |
| KBC Group NV | 0.05% | Add +0.6% | 417,891 | $20.4M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 356,460 | $17.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.7% | 308,815 | $15.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.2% | 301,371 | $14.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +12.3% | 253,233 | $12.3M |
| Nuveen, LLC | 0.00% | Reduce -10.0% | 243,869 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Add +46.0% | 216,747 | $10.6M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -34.6% | 183,631 | $8.9M |
| Marshall Wace, LLP | 0.01% | Reduce -67.4% | 165,543 | $8.1M |
| Assenagon Asset Management S.A. | 0.01% | Add +1004.0% | 161,189 | $7.8M |
| Principal Financial Group Inc. | 0.00% | Add +2.7% | 158,397 | $7.7M |
| Schroder Investment Management Group | 0.01% | Add +19.6% | 151,647 | $7.3M |
| Gabelli Funds LLC | 0.05% | Add +1.0% | 147,455 | $7.2M |
| Two Sigma Investments, LP | 0.01% | Add +21.2% | 145,378 | $7.1M |
| AQR Capital Management | 0.00% | Add +80.3% | 135,425 | $6.6M |
| Millennium Management | 0.01% | Add +229.0% | 134,098 | $6.5M |
| ProShare Advisors LLC | 0.01% | Add +7.6% | 133,246 | $6.5M |
| Thematics Asset Management | 0.29% | Add +24.5% | 132,246 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.3% | 130,886 | $6.4M |
| Public Sector Pension Investment Board | 0.02% | Add +20.7% | 127,973 | $6.2M |
| UBS Group AG | 0.00% | Add +15.5% | 126,726 | $6.2M |
| Zimmer Partners, LP | 0.15% | Reduce -73.0% | 124,316 | $6.1M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -4.4% | 117,934 | $5.7M |
| Renaissance Technologies | 0.01% | Add +266.9% | 116,300 | $5.7M |
| Bank of America Corp. | 0.00% | Add +22.7% | 109,748 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 108,139 | $5.3M |
| Rhumbline Advisers | 0.00% | Add +1.1% | 106,537 | $5.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | No change | 100,000 | $4.9M |
| Franklin Resources Inc. | 0.00% | Reduce -10.0% | 99,464 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | New | 94,505 | $4.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -4.5% | 89,754 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +94.8% | 88,697 | $4.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | No change | 71,016 | $3.5M |
| Voleon Capital Management LP | 0.07% | Add +799.2% | 63,061 | $3.1M |
| Swiss National Bank | 0.00% | Add +1.6% | 63,000 | $3.1M |
| Barclays PLC | 0.00% | Reduce -19.5% | 62,704 | $3.1M |
| GAMCO Investors | 0.03% | Add +5.2% | 61,630 | $3.0M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -2.3% | 61,412 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.1% | 60,206 | $2.9M |
| Atom Investors LP | 0.22% | Add +0.5% | 60,144 | $2.9M |
| Prospera Financial Services Inc | 0.05% | New | 58,663 | $2.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -27.6% | 57,604 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +42.8% | 57,224 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +7.6% | 57,597 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +13.5% | 54,076 | $2.6M |
| Swiss Life Asset Management Ltd | 0.01% | Add +1.2% | 52,449 | $2.6M |
| Keynote Financial Services LLC | 1.52% | Add +11.4% | 51,414 | $2.5M |
| Clean Yield Group | 0.70% | Reduce -5.1% | 50,685 | $2.5M |
| CenterBook Partners LP | 0.12% | Add +1.9% | 48,020 | $2.3M |
| Rodgers Brothers Inc. | 0.29% | Reduce -5.5% | 47,750 | $2.3M |
| E. Ohman J:or Asset Management AB | 0.05% | No change | 47,030 | $2.3M |
| Mariner, LLC | 0.00% | Add +19.8% | 45,994 | $2.2M |
| American Century Companies Inc. | 0.00% | Reduce -82.7% | 45,263 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Add +182.0% | 45,131 | $2.2M |
| Meritage Portfolio Management | 0.15% | Reduce -1.2% | 44,993 | $2.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +28.8% | 44,845 | $2.2M |
| North Star Investment Management Corp. | 0.14% | No change | 44,800 | $2.2M |
| Confluence Investment Management LLC | 0.03% | Reduce -10.2% | 42,917 | $2.1M |
| Capula Management Ltd | 0.01% | New | 41,136 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 40,569 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 39,785 | $1.9M |
| Jump Financial, LLC | 0.03% | New | 39,117 | $1.9M |
| Citadel Advisors | 0.00% | Add +194.7% | 38,828 | $1.9M |
| AlphaQuest LLC | 0.12% | Add +141.5% | 36,793 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -24.5% | 36,502 | $1.8M |
| First National Corp. /Ma/ | 0.32% | Reduce -1.8% | 36,238 | $1.7M |
| Storebrand Asset Management As | 0.00% | No change | 35,146 | $1.7M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -5.5% | 35,138 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -59.5% | 34,097 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +2.1% | 33,265 | $1.6M |
| FMR LLC | 0.00% | Reduce -34.1% | 32,559 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.7% | 31,120 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +15.6% | 30,965 | $1.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -17.9% | 29,260 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.10% | Reduce -0.9% | 29,126 | $1.4M |
| HRT Financial LP | 0.01% | Add +8.4% | 27,881 | $1.4M |
| Sei Investments Co. | 0.00% | Add +21.1% | 27,704 | $1.3M |
| Chatham Capital Group, Inc. | 0.19% | Reduce -0.9% | 26,735 | $1.3M |
| Man Group plc | 0.00% | Add +179.9% | 24,746 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Add +329.5% | 24,450 | $1.2M |
| Federated Hermes, Inc. | 0.00% | Add +2.0% | 24,138 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.5% | 23,675 | $1.2M |
| Quantbot Technologies LP | 0.03% | New | 23,468 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +10.3% | 22,457 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -6.8% | 22,449 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 22,207 | $1.1M |
| Magellan Asset Management Ltd | 0.01% | Add +4.0% | 21,564 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -17.9% | 21,050 | $1.0M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | Reduce -27.2% | 20,040 | $976K |
| CoreCommodity Management, LLC | 0.18% | Reduce -27.2% | 20,024 | $975K |
| Algert Global LLC | 0.02% | Add +272.2% | 19,691 | $959K |
| Atria Investments, Inc | 0.01% | Add +58.1% | 19,407 | $945K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.4% | 19,404 | $945K |
| Inspire Advisors, LLC | 0.09% | Add +58.1% | 19,125 | $931K |
| New York State Teachers Retirement System | 0.00% | Add +3.5% | 19,024 | $926K |
| Stifel Financial Corp. | 0.00% | Add +81.5% | 18,583 | $905K |
| Macquarie Group Ltd. | 0.00% | Reduce -4.3% | 18,369 | $895K |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.7% | 18,331 | $893K |
| Dynamic Technology Lab Private Ltd | 0.15% | New | 18,247 | $889K |
| Brandywine Global Investment Management, LLC | 0.01% | New | 18,009 | $877K |
| MetLife Investment Management, LLC | 0.00% | Reduce -8.5% | 17,952 | $874K |
| Aquatic Capital Management LLC | 0.02% | Reduce -42.3% | 17,558 | $855K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -5.1% | 17,546 | $854K |
| Illinois Municipal Retirement Fund | 0.01% | Add +3.0% | 16,271 | $792K |
| Guggenheim Capital LLC | 0.01% | Reduce -0.1% | 16,211 | $789K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.3% | 16,068 | $783K |
| Everstar Asset Management, LLC | 0.44% | Add +12.8% | 15,844 | $772K |
| Verition Fund Management LLC | 0.00% | Add +247.9% | 15,485 | $754K |
| Ethic Inc. | 0.01% | Reduce -2.9% | 15,436 | $752K |
| Louisiana State Employees Retirement System | 0.01% | Add +4.1% | 15,100 | $735K |
| Janus Henderson Group PLC | 0.00% | No change | 14,947 | $728K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.0% | 14,242 | $694K |
| Intech Investment Management LLC | 0.01% | Reduce -21.4% | 14,115 | $687K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +25.8% | 13,835 | $674K |
| Quadrature Capital Ltd | 0.01% | New | 13,662 | $666K |
| ExodusPoint Capital Management, LP | 0.01% | New | 13,063 | $636K |
| Bank of Montreal | 0.00% | Reduce -17.8% | 13,056 | $636K |
| Walleye Capital LLC | 0.01% | New | 12,971 | $632K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -27.0% | 12,682 | $618K |
| Citigroup Inc. | 0.00% | Reduce -58.8% | 12,266 | $597K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 12,163 | $592K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -39.8% | 12,144 | $591K |
| Cullen Capital Management, LLC | 0.01% | Add +38.6% | 11,790 | $574K |
| Quantinno Capital Management LP | 0.00% | Reduce -23.8% | 11,604 | $565K |
| Van Eck Associates Corp. | 0.00% | Add +7.0% | 11,458 | $558K |
| New York State Common Retirement Fund | 0.00% | No change | 11,369 | $554K |
| KLP Kapitalforvaltning As | 0.00% | Add +60.9% | 11,100 | $541K |
| Comerica Bank | 0.00% | Reduce -14.2% | 10,638 | $518K |
| Handelsbanken Fonder AB | 0.00% | Reduce -1.1% | 10,546 | $514K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.0% | 10,356 | $505K |
| Arax Advisory Partners | 0.01% | Add +5440.3% | 10,305 | $502K |
| Entropy Technologies, LP | 0.04% | New | 10,200 | $497K |
| Versor Investments LP | 0.09% | Reduce -58.2% | 10,084 | $491K |
| Yousif Capital Management, LLC | 0.01% | Reduce -13.3% | 10,037 | $489K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.8% | 9,799 | $477K |
| Canvas Wealth Advisors, LLC | 0.09% | Reduce -1.1% | 10,108 | $476K |
| HSBC Holdings PLC | 0.00% | Reduce -23.8% | 9,657 | $469K |
| Amalgamated Bank | 0.00% | Add +7.8% | 9,632 | $469K |
| Los Angeles Capital Management LLC | 0.00% | New | 9,610 | $468K |
| Arizona State Retirement System | 0.00% | Add +1.7% | 9,607 | $468K |
| Inspire Investing, LLC | 0.05% | Add +80.9% | 9,602 | $468K |
| Gitterman Wealth Management, LLC | 0.11% | Add +194.5% | 9,441 | $460K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -2.5% | 9,355 | $456K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +62.5% | 9,441 | $450K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +21.8% | 8,812 | $429K |
| Pictet Asset Management Holding SA | 0.00% | Add +19.5% | 8,676 | $423K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -17.8% | 8,658 | $422K |
| Liberty Wealth Management LLC | 0.06% | New | 8,618 | $420K |
| Vista Investment Partners LLC | 0.11% | New | 8,331 | $406K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $400K |
| Lido Advisors, LLC | 0.00% | Reduce -0.5% | 8,115 | $395K |
| Martingale Asset Management L P | 0.01% | Add +3.9% | 8,088 | $394K |
| EntryPoint Capital, LLC | 0.15% | New | 8,021 | $391K |
| Cwm, LLC | 0.00% | Add +69.5% | 7,996 | $389K |
| D.A. Davidson & Co. | 0.00% | Add +18.2% | 7,908 | $385K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -53.9% | 7,858 | $383K |
| Ballentine Partners, LLC | 0.01% | Reduce -1.7% | 7,581 | $369K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +4.2% | 7,410 | $361K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -4.7% | 7,192 | $350K |
| HighTower Advisors, LLC | 0.00% | Add +4.1% | 7,014 | $342K |
| iSAM Funds (UK) Ltd | 0.07% | New | 6,936 | $338K |
| Ridgewood Investments LLC | 0.14% | New | 6,911 | $337K |
| Clear Creek Financial Management, LLC | 0.03% | New | 6,865 | $334K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.9% | 7,054 | $334K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 6,817 | $332K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +20.7% | 6,268 | $305K |
| Manchester Capital Management LLC | 0.04% | New | 6,194 | $302K |
| Syon Capital LLC | 0.02% | New | 6,062 | $295K |
| SOL Capital Management CO | 0.03% | No change | 6,000 | $292K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,920 | $288K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 5,700 | $278K |
| ELCO Management Co., LLC | 0.14% | Add +14.3% | 5,593 | $272K |
| One Capital Management, LLC | 0.01% | No change | 5,437 | $265K |
| Public Employees Retirement System of Ohio | 0.00% | Add +954.2% | 5,250 | $256K |
| Creative Planning | 0.00% | Reduce -56.8% | 5,217 | $254K |
| Royal Bank of Canada | 0.00% | Reduce -79.3% | 5,069 | $247K |
| R Squared Ltd | 0.10% | New | 4,987 | $243K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.5% | 4,961 | $242K |
| Aigen Investment Management, LP | 0.04% | New | 4,838 | $236K |
| Capstone Investment Advisors, LLC | 0.00% | New | 4,702 | $229K |
| Cetera Investment Advisers | 0.00% | New | 4,681 | $228K |
| XTX Topco Ltd | 0.01% | New | 4,512 | $220K |
| Freestone Grove Partners LP | 0.00% | New | 4,371 | $213K |
| Russell Investments Group, Ltd. | 0.00% | Add +171.2% | 4,306 | $210K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.8% | 4,242 | $207K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,174 | $203K |
| Allworth Financial LP | 0.00% | Add +8.8% | 3,215 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.9% | 3,037 | $148K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,872 | $140K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -19.5% | 2,661 | $130K |
| Sterling Capital Management LLC | 0.00% | Add +156.4% | 2,205 | $107K |
| Creative Financial Designs Inc. | 0.01% | Reduce -9.5% | 2,050 | $100K |
| Essential Partners LLC | 0.03% | Add +4794.9% | 1,909 | $93K |
| GAMMA Investing LLC | 0.00% | Reduce -29.9% | 1,814 | $88K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,687 | $82K |
| SouthState Bank Corp | 0.00% | No change | 1,500 | $73K |
| US Bancorp \de | 0.00% | Reduce -16.0% | 1,282 | $62K |
| Osaic Holdings, Inc. | 0.00% | Add +22.1% | 1,056 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.4% | 977 | $48K |
| Private Trust Co. NA | 0.00% | Add +0.3% | 858 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +54.1% | 823 | $40K |
| Hughes Financial Services, LLC | 0.01% | No change | 850 | $40K |
| Rockefeller Capital Management L.P. | 0.00% | New | 719 | $35K |
| Nisa Investment Advisors, LLC | 0.00% | Add +46.3% | 714 | $35K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 660 | $32K |
| Versant Capital Management, Inc | 0.00% | Reduce -41.1% | 572 | $28K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.7% | 544 | $27K |
| IFP Advisors, Inc | 0.00% | Add +75.4% | 407 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Add +2526.7% | 394 | $19K |
| Meeder Asset Management Inc. | 0.00% | No change | 376 | $18K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $17K |
| Salomon & Ludwin, LLC | 0.00% | New | 307 | $14K |
| Simplex Trading, LLC | 0.00% | Reduce -68.3% | 293 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 285 | $14K |
| Clearstead Advisors, LLC | 0.00% | Add +424.0% | 262 | $13K |
| Costello Asset Management, INC | 0.00% | Reduce -53.7% | 258 | $13K |
| West Oak Capital, LLC | 0.01% | Add +2.0% | 255 | $13K |
| Jones Financial Companies LLLP | 0.00% | Add +2875.0% | 238 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 214 | $10K |
| Estabrook Capital Management | 0.00% | Add +0.5% | 207 | $10K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.1% | 185 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +478.1% | 185 | $9K |
| Bessemer Group Inc. | 0.00% | Add +201.6% | 190 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 184 | $9K |
| Quadrant Capital Group LLC | 0.00% | New | 178 | $9K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 174 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -14.4% | 172 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 170 | $8K |
| Quarry LP | 0.00% | New | 144 | $7K |
| Parkside Financial Bank & Trust | 0.00% | New | 140 | $7K |
| Ameriflex Group, Inc. | 0.00% | Add +97.1% | 138 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -22.6% | 130 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Add +56.1% | 128 | $6K |
| Leonteq Securities AG | 0.00% | Add +44.8% | 126 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +138.8% | 117 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 106 | $5K |
| High Note Wealth, LLC | 0.00% | Add +10.9% | 102 | $5K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 92 | $4K |
| Trust Co. of Vermont | 0.00% | New | 61 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +10.4% | 53 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +121.7% | 51 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -28.6% | 50 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 49 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -36.0% | 48 | $2K |
| Signaturefd, LLC | 0.00% | Reduce -16.4% | 46 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -65.8% | 42 | $2K |
| Covestor Ltd | 0.00% | Add +46.9% | 47 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -94.0% | 26 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 22 | $1K |
| Hemington Wealth Management | 0.00% | Reduce -18.0% | 41 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $974 |
| Huntington National Bank | 0.00% | No change | 19 | $926 |
| MAI Capital Management | 0.00% | Reduce -87.2% | 10 | $487 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -18.2% | 9 | $439 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 8 | $390 |
| Clearstead Trust, LLC | 0.00% | No change | 7 | $341 |
| Fortitude Family Office, LLC | 0.00% | Reduce -56.3% | 7 | $341 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $303 |
| Abound Wealth Management | 0.00% | No change | 3 | $147 |
| Advisory Services Network, LLC | 0.00% | New | 2 | $97 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $97 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $49 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -66.7% | 1 | $49 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $49 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $48 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.