H2O AmericaHTO
13F holders, Q4 2025 (December 31)279holders −2
34new positions
40sold out
5famous investors
$48.99avg. 13F price*
At the end of Q4 2025, 279 institutions reported holding H2O America (HTO) in their 13F filings, down 2 from Q3 2025. 34 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($326.0M), Vanguard Group Inc. ($133.8M) and Amundi ($83.9M). 5 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
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $112.7M |
| Exits | 40 | $35.7M |
All 13F filers, Q3 2025 → Q4 2025: 4,618,230 shares bought and 3,279,116 shares sold, net +1,339,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| BlackRock, Inc. | 0.01% | Add +6.6% | 6,655,180 | $326.0M |
| Vanguard Group Inc. | 0.00% | Add +2.9% | 2,731,868 | $133.8M |
| Amundi | 0.03% | Reduce -21.6% | 1,712,886 | $83.9M |
| Cerity Partners LLC | 0.10% | Reduce -0.2% | 1,445,802 | $70.8M |
| Morgan Stanley | 0.00% | Add +123.0% | 1,368,180 | $67.0M |
| State Street Corp. | 0.00% | Add +4.6% | 1,359,773 | $66.6M |
| Nuance Investments, LLC | 4.89% | Reduce -11.3% | 906,724 | $44.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 831,812 | $40.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.1% | 658,935 | $32.3M |
| Invesco Ltd. | 0.00% | Add +13.5% | 646,559 | $31.7M |
| ATLAS Infrastructure Partners (UK) Ltd. | 1.43% | New | 584,080 | $28.6M |
| Legal & General Group Plc | 0.01% | Add +1.4% | 568,822 | $27.9M |
| Cohen & Steers, Inc. | 0.05% | New | 544,544 | $26.7M |
| First Trust Advisors LP | 0.02% | Reduce -61.8% | 502,393 | $24.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.1% | 482,535 | $23.6M |
| Victory Capital Management Inc. | 0.01% | Add +7.0% | 468,342 | $22.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.3% | 433,757 | $21.2M |
| KBC Group NV | 0.05% | No change | 417,891 | $20.5M |
| ANTIPODES PARTNERS Ltd | 0.39% | New | 383,905 | $18.8M |
| Northern Trust Corp. | 0.00% | Reduce -3.8% | 342,958 | $16.8M |
| Assenagon Asset Management S.A. | 0.02% | Add +71.8% | 276,841 | $13.6M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +0.6% | 254,823 | $12.5M |
| Resolution Capital Ltd | 0.25% | New | 234,455 | $11.5M |
| Two Sigma Investments, LP | 0.02% | Add +35.5% | 196,911 | $9.6M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.0% | 183,639 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -40.7% | 183,106 | $9.0M |
| Nuveen, LLC | 0.00% | Reduce -25.1% | 182,787 | $9.0M |
| Schroder Investment Management Group | 0.01% | Add +9.6% | 166,238 | $8.2M |
| Principal Financial Group Inc. | 0.00% | Add +0.2% | 158,701 | $7.8M |
| AQR Capital Management | 0.00% | Add +14.2% | 154,671 | $7.6M |
| Gabelli Funds LLC | 0.05% | Add +0.1% | 147,655 | $7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.6% | 136,876 | $6.7M |
| ProShare Advisors LLC | 0.01% | Add +1.0% | 134,572 | $6.6M |
| Bank of America Corp. | 0.00% | Add +5.4% | 115,719 | $5.7M |
| Public Sector Pension Investment Board | 0.02% | Reduce -9.9% | 115,268 | $5.6M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -4.3% | 112,841 | $5.5M |
| UBS Group AG | 0.00% | Reduce -11.3% | 112,387 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.4% | 101,216 | $5.0M |
| Rhumbline Advisers | 0.00% | Reduce -5.0% | 101,201 | $5.0M |
| Yaupon Capital Management LP | 0.24% | New | 99,884 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +69.3% | 96,903 | $4.7M |
| Prospera Financial Services Inc | 0.07% | Add +49.8% | 87,876 | $4.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -4.5% | 85,761 | $4.2M |
| Renaissance Technologies | 0.01% | Reduce -27.8% | 84,000 | $4.1M |
| Brandywine Global Investment Management, LLC | 0.03% | Add +354.9% | 81,927 | $4.0M |
| BW Gestao de Investimentos Ltda. | 0.14% | New | 81,202 | $4.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -18.7% | 76,822 | $3.8M |
| Sei Investments Co. | 0.00% | Add +165.7% | 73,597 | $3.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | Add +1.8% | 72,314 | $3.5M |
| Barclays PLC | 0.00% | Add +12.5% | 70,565 | $3.5M |
| Swiss National Bank | 0.00% | Add +5.1% | 66,200 | $3.2M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | New | 66,198 | $3.2M |
| Citadel Advisors | 0.00% | Add +70.2% | 66,077 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +1372.8% | 63,421 | $3.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +3.9% | 62,555 | $3.1M |
| New Age Alpha Advisors, LLC | 0.13% | Add +0.4% | 61,651 | $3.0M |
| GAMCO Investors | 0.03% | No change | 61,630 | $3.0M |
| Keynote Financial Services LLC | 1.55% | Add +9.3% | 56,218 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +3.0% | 55,677 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.5% | 53,869 | $2.6M |
| Capula Management Ltd | 0.02% | Add +30.0% | 53,476 | $2.6M |
| Ausbil Investment Management Ltd | 1.48% | New | 53,119 | $2.6M |
| Swiss Life Asset Management Ltd | 0.01% | Add +0.2% | 52,561 | $2.6M |
| Man Group plc | 0.00% | Add +103.1% | 50,251 | $2.5M |
| Algert Global LLC | 0.04% | Add +145.0% | 48,251 | $2.4M |
| E. Ohman J:or Asset Management AB | 0.05% | No change | 47,030 | $2.3M |
| Mariner, LLC | 0.00% | Add +1.9% | 46,865 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.9% | 45,716 | $2.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +0.6% | 45,098 | $2.2M |
| North Star Investment Management Corp. | 0.14% | No change | 44,800 | $2.2M |
| Zimmer Partners, LP | 0.06% | Reduce -64.8% | 43,816 | $2.1M |
| Clean Yield Group | 0.58% | Reduce -15.7% | 42,706 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -59.1% | 40,649 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Add +16.4% | 39,701 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.55% | New | 37,863 | $1.9M |
| American Century Companies Inc. | 0.00% | Reduce -18.7% | 36,799 | $1.8M |
| Maryland State Retirement & Pension System | 0.04% | Add +1.8% | 35,765 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.8% | 34,484 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Add +41.9% | 34,254 | $1.7M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.06% | — | 32,849 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -6.3% | 31,163 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 31,036 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.2% | 30,961 | $1.5M |
| HRT Financial LP | 0.00% | Add +8.2% | 30,153 | $1.5M |
| Storebrand Asset Management As | 0.00% | Reduce -16.9% | 29,208 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -20.5% | 29,026 | $1.4M |
| CenterBook Partners LP | 0.07% | Reduce -39.7% | 28,976 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.09% | Reduce -2.8% | 28,326 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Reduce -4.1% | 28,065 | $1.4M |
| Chatham Capital Group, Inc. | 0.19% | Add +1.3% | 27,085 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | New | 25,482 | $1.2M |
| Ieq Capital, LLC | 0.00% | Add +13.3% | 25,455 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.6% | 24,306 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.4% | 23,877 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 23,708 | $1.2M |
| Atom Investors LP | 0.09% | Reduce -61.0% | 23,425 | $1.1M |
| Rodgers Brothers Inc. | 0.14% | Reduce -51.3% | 23,250 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.4% | 22,881 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +65.3% | 20,970 | $1.1M |
| Voleon Capital Management LP | 0.02% | Reduce -64.8% | 22,194 | $1.1M |
| Magellan Asset Management Ltd | 0.01% | Add +1.3% | 21,849 | $1.1M |
| Ethic Inc. | 0.02% | Add +41.3% | 21,817 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -2.1% | 21,729 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +1.5% | 21,361 | $1.0M |
| New York State Teachers Retirement System | 0.00% | Add +10.9% | 21,107 | $1.0M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | Add +4.7% | 20,987 | $1.0M |
| FMR LLC | 0.00% | Reduce -36.6% | 20,644 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +75.8% | 20,402 | $1000K |
| Martingale Asset Management L P | 0.02% | Add +147.4% | 20,011 | $980K |
| Vontobel Holding Ltd. | 0.00% | Add +0.2% | 19,446 | $953K |
| Guggenheim Capital LLC | 0.01% | Add +19.8% | 19,413 | $951K |
| Balyasny Asset Management L.P. | 0.00% | New | 18,911 | $926K |
| Macquarie Group Ltd. | 0.00% | No change | 18,369 | $900K |
| MetLife Investment Management, LLC | 0.00% | Add +2.1% | 18,331 | $898K |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 18,111 | $887K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.5% | 17,989 | $880K |
| Brooklyn Investment Group | 0.04% | New | 17,672 | $864K |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.5% | 17,327 | $849K |
| Jennison Associates LLC | 0.00% | New | 17,235 | $844K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 17,175 | $841K |
| Illinois Municipal Retirement Fund | 0.01% | Add +4.5% | 17,012 | $833K |
| Atria Investments, Inc | 0.01% | Reduce -12.5% | 16,980 | $832K |
| CoreCommodity Management, LLC | 0.17% | Reduce -15.3% | 16,958 | $831K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.6% | 15,650 | $767K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.3% | 15,300 | $750K |
| Janus Henderson Group PLC | 0.00% | No change | 14,947 | $732K |
| KLP Kapitalforvaltning As | 0.00% | Add +27.9% | 14,200 | $696K |
| Rubicon Advisors, GP | 0.66% | — | 14,194 | $695K |
| Intech Investment Management LLC | 0.01% | No change | 14,115 | $691K |
| Susquehanna International Group, LLP | 0.00% | Add +41.8% | 13,894 | $681K |
| Van Eck Associates Corp. | 0.00% | Add +11.4% | 12,766 | $625K |
| Inspire Advisors, LLC | 0.05% | Reduce -38.3% | 11,805 | $578K |
| XTX Topco Ltd | 0.01% | Add +155.9% | 11,547 | $566K |
| Bank of Montreal | 0.00% | Reduce -11.6% | 11,536 | $565K |
| New York State Common Retirement Fund | 0.00% | No change | 11,369 | $557K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -7.5% | 11,235 | $550K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +6.1% | 10,729 | $526K |
| Abacus Wealth Partners, LLC | 0.05% | New | 10,640 | $521K |
| Citigroup Inc. | 0.00% | Reduce -14.3% | 10,518 | $515K |
| Mackenzie Financial Corp. | 0.00% | New | 10,221 | $502K |
| Abel Hall, LLC | 0.12% | New | 10,209 | $500K |
| Canada Pension Plan Investment Board | 0.00% | New | 10,200 | $500K |
| Handelsbanken Fonder AB | 0.00% | Reduce -5.5% | 9,965 | $488K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -5.1% | 9,831 | $482K |
| Clear Creek Financial Management, LLC | 0.04% | Add +42.5% | 9,782 | $479K |
| Creative Planning | 0.00% | Add +86.6% | 9,734 | $477K |
| Amalgamated Bank | 0.00% | Add +0.4% | 9,668 | $474K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.2% | 8,918 | $470K |
| Arizona State Retirement System | 0.00% | Reduce -2.1% | 9,401 | $461K |
| Jump Financial, LLC | 0.01% | Reduce -76.0% | 9,387 | $460K |
| Los Angeles Capital Management LLC | 0.00% | No change | 9,610 | $443K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.9% | 8,693 | $440K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -4.4% | 8,941 | $438K |
| Comerica Bank | 0.00% | Reduce -16.6% | 8,867 | $434K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +0.6% | 8,863 | $434K |
| State of Wyoming | 0.05% | New | 8,646 | $424K |
| Liberty Wealth Management LLC | 0.05% | No change | 8,618 | $422K |
| Everstar Asset Management, LLC | 0.22% | Reduce -46.4% | 8,500 | $416K |
| D.A. Davidson & Co. | 0.00% | Add +5.2% | 8,321 | $408K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +14.7% | 8,252 | $404K |
| Engineers Gate Manager LP | 0.00% | Reduce -66.3% | 8,232 | $403K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $402K |
| Cwm, LLC | 0.00% | Add +1.7% | 8,131 | $398K |
| Lido Advisors, LLC | 0.00% | No change | 8,115 | $398K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -7.1% | 8,041 | $394K |
| EntryPoint Capital, LLC | 0.15% | No change | 8,021 | $393K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.9% | 7,755 | $382K |
| Perigon Wealth Management, LLC | 0.01% | New | 7,743 | $379K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +2.7% | 7,610 | $373K |
| Cullen Capital Management, LLC | 0.00% | Reduce -37.7% | 7,342 | $360K |
| Private Advisor Group, LLC | 0.00% | Reduce -48.7% | 7,310 | $358K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +17.4% | 6,950 | $340K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,899 | $338K |
| FourThought Financial Partners, LLC | 0.03% | New | 6,769 | $332K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -23.5% | 6,638 | $325K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.5% | 6,485 | $318K |
| LPL Financial LLC | 0.00% | New | 6,446 | $316K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,268 | $307K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +26.0% | 6,253 | $306K |
| First Citizens Bank & Trust Co. | 0.01% | New | 6,209 | $304K |
| Mercer Global Advisors Inc. | 0.00% | Add +66.5% | 6,951 | $293K |
| ELCO Management Co., LLC | 0.17% | No change | 5,593 | $274K |
| Loudon Investment Management, LLC | 0.14% | New | 5,450 | $267K |
| Cetera Investment Advisers | 0.00% | Add +15.1% | 5,386 | $264K |
| AlphaQuest LLC | 0.01% | Reduce -85.5% | 5,354 | $262K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.3% | 5,268 | $258K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,093 | $250K |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 4,985 | $245K |
| Aigen Investment Management, LP | 0.06% | Add +1.3% | 4,900 | $240K |
| Millennium Management | 0.00% | Reduce -96.4% | 4,792 | $235K |
| Ellevest, Inc. | 0.03% | New | 4,590 | $225K |
| Inspire Investing, LLC | 0.02% | Reduce -56.1% | 4,217 | $207K |
| Syon Capital LLC | 0.01% | Reduce -31.9% | 4,129 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.4% | 3,413 | $167K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,872 | $141K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -64.9% | 2,758 | $135K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,661 | $130K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,526 | $124K |
| GAMMA Investing LLC | 0.01% | Add +35.8% | 2,464 | $121K |
| Essential Partners LLC | 0.04% | Add +27.0% | 2,425 | $119K |
| Meeder Asset Management Inc. | 0.01% | Add +458.8% | 2,101 | $103K |
| Larson Financial Group LLC | 0.00% | Add +7646.1% | 2,014 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +102.5% | 1,978 | $97K |
| Sterling Capital Management LLC | 0.00% | Reduce -12.8% | 1,923 | $94K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,687 | $83K |
| SouthState Bank Corp | 0.00% | Add +9.0% | 1,635 | $80K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 976 | $48K |
| IFP Advisors, Inc | 0.00% | Add +139.8% | 976 | $48K |
| US Bancorp \de | 0.00% | Reduce -27.6% | 928 | $45K |
| Private Trust Co. NA | 0.00% | No change | 858 | $42K |
| Hughes Financial Services, LLC | 0.01% | Add +0.1% | 851 | $42K |
| Farther Finance Advisors, LLC | 0.00% | Add +106.3% | 813 | $40K |
| Versant Capital Management, Inc | 0.00% | Add +40.4% | 803 | $39K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 660 | $32K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.4% | 608 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -15.7% | 602 | $29K |
| Parallel Advisors, LLC | 0.00% | Add +1020.8% | 594 | $29K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.9% | 549 | $27K |
| Quadrant Capital Group LLC | 0.00% | Add +194.9% | 525 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -37.2% | 517 | $25K |
| Bessemer Group Inc. | 0.00% | Add +140.5% | 457 | $22K |
| Allworth Financial LP | 0.00% | Reduce -87.2% | 411 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 384 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 285 | $14K |
| Costello Asset Management, INC | 0.00% | No change | 258 | $13K |
| Fifth Third Bancorp | 0.00% | Add +400.0% | 250 | $12K |
| Jones Financial Companies LLLP | 0.00% | No change | 238 | $12K |
| Vega Investment Solutions | 0.00% | — | 236 | $12K |
| Estabrook Capital Management | 0.00% | Add +1.0% | 209 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.4% | 195 | $10K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -34.9% | 200 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 184 | $9K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 182 | $9K |
| Leonteq Securities AG | 0.00% | Add +33.3% | 168 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.4% | 149 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.0% | 129 | $6K |
| Meramec Financial Planners, LLC | 0.00% | — | 107 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +90.2% | 97 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | New | 97 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -99.1% | 91 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -34.4% | 84 | $4K |
| UMB Bank, n.a. | 0.00% | Reduce -40.0% | 78 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 69 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -77.8% | 65 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 61 | $3K |
| Signaturefd, LLC | 0.00% | Add +26.1% | 58 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 56 | $3K |
| Quarry LP | 0.00% | Reduce -63.9% | 52 | $3K |
| Root Financial Partners, LLC | 0.00% | No change | 49 | $2K |
| Covestor Ltd | 0.00% | Reduce -4.3% | 45 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -20.8% | 38 | $2K |
| MAI Capital Management | 0.00% | Add +210.0% | 31 | $2K |
| Sankala Group LLC | 0.00% | — | 27 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 23 | $1K |
| Bare Financial Services, Inc | 0.00% | Reduce -82.9% | 20 | $980 |
| JFS Wealth Advisors, LLC | 0.00% | Add +122.2% | 20 | $980 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $980 |
| True Wealth Design, LLC | 0.00% | Reduce -59.5% | 17 | $833 |
| Manchester Capital Management LLC | 0.00% | Reduce -99.7% | 16 | $784 |
| Ankerstar Wealth, LLC | 0.00% | — | 12 | $588 |
| Financial Consulate, Inc. | 0.00% | New | 11 | $539 |
| Creative Financial Designs Inc. | 0.00% | Reduce -99.6% | 9 | $441 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -12.5% | 7 | $343 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 7 | $343 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $294 |
| Fortitude Family Office, LLC | 0.00% | Reduce -28.6% | 5 | $245 |
| TFC Financial Management, Inc. | 0.00% | Add +300.0% | 4 | $196 |
| Gilpin Wealth Management, LLC | 0.00% | — | 3 | $147 |
| Clearstead Advisors, LLC | 0.00% | Reduce -98.8% | 3 | $147 |
| SJS Investment Consulting Inc. | 0.00% | Add +200.0% | 3 | $147 |
| Abound Wealth Management | 0.00% | No change | 3 | $147 |
| Sunbelt Securities, Inc. | 0.00% | New | 2 | $98 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $98 |
| Torren Management, LLC | 0.00% | — | 1 | $56 |
| Huntington National Bank | 0.00% | Reduce -94.7% | 1 | $49 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.4% | 1 | $49 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $48 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.