H2O AmericaHTO
13F holders, Q1 2026 (March 31)313holders +34
62new positions
30sold out
8famous investors
$58.66avg. 13F price*
At the end of Q1 2026, 313 institutions reported holding H2O America (HTO) in their 13F filings, up 34 from Q4 2025. 62 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($376.5M), ATLAS Infrastructure Partners (UK) Ltd. ($265.9M) and ANTIPODES PARTNERS Ltd ($132.0M). 8 famous investors held it, including George Soros (1.3% of Soros Fund Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- H2O America
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $300.9M |
| Exits | 30 | $33.9M |
All 13F filers, Q4 2025 → Q1 2026: 17,665,070 shares bought and 3,314,666 shares sold, net +14,350,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 313 holders
| BlackRock, Inc. | 0.01% | Reduce -3.6% | 6,417,733 | $376.5M |
| ATLAS Infrastructure Partners (UK) Ltd. | 9.36% | Add +675.9% | 4,532,084 | $265.9M |
| ANTIPODES PARTNERS Ltd | 2.54% | Add +485.8% | 2,249,029 | $132.0M |
| Vanguard Capital Management LLC | 0.00% | — | 1,687,253 | $99.0M |
| Wellington Management Group LLP | 0.02% | New | 1,613,571 | $94.7M |
| Cohen & Steers, Inc. | 0.16% | Add +195.3% | 1,607,964 | $94.3M |
| State Street Corp. | 0.00% | Add +5.3% | 1,431,151 | $84.0M |
| Cerity Partners LLC | 0.11% | Reduce -9.4% | 1,309,679 | $76.8M |
| Soros Fund Management | 1.33% | New | 1,228,747 | $72.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,169,078 | $68.6M |
| Amundi | 0.02% | Reduce -32.5% | 1,156,952 | $67.9M |
| Zimmer Partners, LP | 1.50% | Add +2184.6% | 1,001,000 | $58.7M |
| Victory Capital Management Inc. | 0.03% | Add +94.7% | 911,895 | $53.5M |
| Geode Capital Management, LLC | 0.00% | Add +7.8% | 897,076 | $52.6M |
| Yaupon Capital Management LP | 2.59% | Add +796.5% | 895,435 | $52.5M |
| Morgan Stanley | 0.00% | Reduce -42.9% | 781,201 | $45.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +7.0% | 705,345 | $41.4M |
| Invesco Ltd. | 0.00% | Add +8.4% | 700,595 | $41.1M |
| KBC Group NV | 0.09% | Add +41.9% | 593,161 | $34.8M |
| Schroder Investment Management Group | 0.03% | Add +253.1% | 586,940 | $34.6M |
| Legal & General Group Plc | 0.01% | Reduce -4.5% | 543,482 | $31.9M |
| First Trust Advisors LP | 0.02% | Add +5.9% | 531,987 | $31.2M |
| Resolution Capital Ltd | 0.60% | Add +105.8% | 482,460 | $28.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.2% | 482,170 | $28.3M |
| Citadel Advisors | 0.02% | Add +529.7% | 416,111 | $24.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.08% | New | 409,650 | $24.0M |
| Nuance Investments, LLC | 3.20% | Reduce -56.8% | 391,646 | $23.0M |
| Northern Trust Corp. | 0.00% | Add +8.8% | 373,310 | $21.9M |
| Point72 Asset Management | 0.04% | New | 371,129 | $21.8M |
| Millennium Management | 0.02% | Add +7074.2% | 343,789 | $20.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.1% | 342,043 | $20.1M |
| Bank of America Corp. | 0.00% | Add +128.9% | 264,887 | $15.5M |
| Two Sigma Investments, LP | 0.01% | Add +27.1% | 250,332 | $14.7M |
| Ausbil Investment Management Ltd | 7.10% | Add +359.9% | 244,282 | $14.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 240,956 | $14.1M |
| Nuveen, LLC | 0.00% | Add +27.0% | 232,092 | $13.6M |
| BW Gestao de Investimentos Ltda. | 0.58% | Add +172.1% | 220,941 | $13.0M |
| Mirova | 0.47% | New | 195,246 | $11.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.9% | 190,189 | $11.2M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -28.2% | 182,853 | $10.7M |
| Principal Financial Group Inc. | 0.01% | Add +14.3% | 181,412 | $10.6M |
| AQR Capital Management | 0.00% | Add +11.0% | 171,652 | $10.1M |
| Vennlight Capital Management, LP | 9.62% | New | 162,217 | $9.5M |
| Renaissance Technologies | 0.01% | Add +88.0% | 157,900 | $9.3M |
| UBS Group AG | 0.00% | Add +33.4% | 149,943 | $8.8M |
| Gabelli Funds LLC | 0.06% | Add +1.4% | 149,647 | $8.8M |
| Rokos Capital Management LLP | 0.14% | New | 135,116 | $7.9M |
| Public Sector Pension Investment Board | 0.02% | Add +16.0% | 133,676 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.8% | 131,696 | $7.7M |
| Franklin Resources Inc. | 0.00% | Add +192.4% | 118,879 | $7.0M |
| Sei Investments Co. | 0.01% | Add +57.5% | 115,943 | $6.8M |
| ProShare Advisors LLC | 0.01% | Reduce -13.9% | 115,855 | $6.8M |
| HRT Financial LP | 0.02% | Add +275.3% | 113,152 | $6.6M |
| State of Wisconsin Investment Board | 0.02% | Add +549.7% | 112,568 | $6.6M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -0.3% | 112,555 | $6.6M |
| Duff & Phelps Investment Management Co. | 0.07% | New | 111,795 | $6.6M |
| Rhumbline Advisers | 0.01% | Add +9.3% | 110,646 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +67.1% | 105,961 | $6.2M |
| Squarepoint Ops LLC | 0.01% | New | 105,642 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +258.1% | 103,942 | $6.1M |
| Jennison Associates LLC | 0.00% | Add +486.9% | 101,146 | $5.9M |
| Ghisallo Capital Management LLC | 0.16% | New | 100,000 | $5.9M |
| Reaves W H & Co. Inc. | 0.10% | New | 100,000 | $5.9M |
| Prospera Financial Services Inc | 0.09% | Add +2.4% | 90,012 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.3% | 89,831 | $5.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 89,329 | $5.2M |
| Boston Trust Walden Corp | 0.04% | New | 82,722 | $4.9M |
| First Manhattan Co. Llc. | 0.01% | Reduce -9.7% | 77,449 | $4.5M |
| Schonfeld Strategic Advisors LLC | 0.04% | New | 76,114 | $4.5M |
| Swiss Life Asset Management Ltd | 0.02% | Add +44.0% | 75,670 | $4.4M |
| Swiss National Bank | 0.00% | Add +10.0% | 72,800 | $4.3M |
| Van Lanschot Kempen Investment Management N.V. | 0.04% | No change | 72,314 | $4.2M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | No change | 66,198 | $3.9M |
| GAMCO Investors | 0.04% | No change | 61,630 | $3.6M |
| Deutsche Bank AG | 0.00% | Add +8.1% | 60,176 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -3.9% | 60,104 | $3.5M |
| New Age Alpha Advisors, LLC | 0.16% | Reduce -3.6% | 59,457 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.8% | 58,613 | $3.4M |
| Occudo Quantitative Strategies LP | 0.19% | New | 61,361 | $3.4M |
| Keynote Financial Services LLC | 1.73% | Reduce -2.1% | 55,044 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +129.8% | 52,580 | $3.1M |
| E. Ohman J:or Asset Management AB | 0.08% | Add +8.8% | 51,187 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +105.2% | 49,866 | $2.9M |
| Mariner, LLC | 0.00% | Add +2.4% | 47,989 | $2.8M |
| Quantbot Technologies LP | 0.11% | New | 46,755 | $2.7M |
| Clean Yield Group | 0.77% | Add +8.7% | 46,418 | $2.7M |
| North Star Investment Management Corp. | 0.16% | No change | 44,800 | $2.6M |
| Quantinno Capital Management LP | 0.00% | Add +105.7% | 41,960 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -7.1% | 41,909 | $2.5M |
| Lazard Asset Management LLC | 0.00% | New | 40,630 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.5% | 40,189 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 39,175 | $2.3M |
| Maryland State Retirement & Pension System | 0.05% | Add +7.9% | 38,600 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +21.1% | 37,733 | $2.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +228.6% | 36,915 | $2.2M |
| Balyasny Asset Management L.P. | 0.00% | Add +94.6% | 36,794 | $2.2M |
| Federated Hermes, Inc. | 0.00% | Add +4.5% | 35,783 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.8% | 35,284 | $2.1M |
| South Dakota Investment Council | 0.04% | New | 33,900 | $2.0M |
| Alliancebernstein L.P. | 0.00% | No change | 39,701 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -66.4% | 32,540 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 30,787 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Add +9.3% | 30,689 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +17.9% | 30,010 | $1.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 29,564 | $1.7M |
| Magellan Asset Management Ltd | 0.02% | Add +33.0% | 29,063 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.7% | 27,953 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.11% | Reduce -1.4% | 27,941 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.8% | 27,625 | $1.6M |
| Ethic Inc. | 0.02% | Add +23.9% | 27,033 | $1.6M |
| Storebrand Asset Management As | 0.00% | Reduce -7.7% | 26,975 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +10.2% | 26,303 | $1.5M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 25,691 | $1.5M |
| Chatham Capital Group, Inc. | 0.21% | Reduce -8.2% | 24,864 | $1.5M |
| Barclays PLC | 0.00% | Reduce -65.2% | 24,590 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | New | 24,322 | $1.4M |
| CoreCommodity Management, LLC | 0.25% | Add +34.2% | 22,751 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Add +14.2% | 22,201 | $1.3M |
| Rodgers Brothers Inc. | 0.15% | Reduce -5.0% | 22,100 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -0.3% | 21,668 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -0.7% | 21,214 | $1.2M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -72.6% | 21,034 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +6.9% | 20,750 | $1.2M |
| Everstar Asset Management, LLC | 0.64% | Add +139.6% | 20,365 | $1.2M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 20,133 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -6.0% | 19,840 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +8.3% | 19,476 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +39.8% | 19,421 | $1.1M |
| CenterBook Partners LP | 0.06% | Reduce -33.1% | 19,373 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +1.0% | 18,515 | $1.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Reduce -12.5% | 18,369 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +8.5% | 16,600 | $974K |
| Atria Investments, Inc | 0.01% | Reduce -2.9% | 16,483 | $967K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -5.9% | 16,009 | $939K |
| Janus Henderson Group PLC | 0.00% | Add +6.7% | 15,947 | $936K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.3% | 15,800 | $927K |
| Corient Private Wealth LP | 0.00% | New | 15,460 | $907K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 15,251 | $895K |
| Brooklyn Investment Group | 0.03% | Reduce -14.5% | 15,103 | $886K |
| Vanguard Global Advisers, LLC | 0.00% | — | 15,089 | $885K |
| Quadrature Capital Ltd | 0.01% | New | 15,023 | $881K |
| Seven Grand Managers, LLC | 0.06% | New | 15,000 | $880K |
| Covalis Capital LLP | 0.05% | New | 15,000 | $880K |
| Martingale Asset Management L P | 0.02% | Reduce -28.4% | 14,318 | $840K |
| Rubicon Advisors, GP | 0.74% | No change | 14,194 | $833K |
| Abacus Wealth Partners, LLC | 0.07% | Add +29.7% | 13,799 | $810K |
| Virtue Capital Management, LLC | 0.12% | New | 13,528 | $797K |
| Van Eck Associates Corp. | 0.00% | Add +4.4% | 13,330 | $782K |
| Stifel Financial Corp. | 0.00% | Reduce -26.4% | 13,323 | $782K |
| Bank of Montreal | 0.00% | Add +14.7% | 13,229 | $776K |
| Cetera Investment Advisers | 0.00% | Add +126.5% | 12,199 | $716K |
| Abel Hall, LLC | 0.15% | Add +19.1% | 12,154 | $713K |
| Macquarie Group Ltd. | 0.00% | Reduce -33.9% | 12,138 | $712K |
| Cullen Capital Management, LLC | 0.01% | Add +56.1% | 11,458 | $672K |
| New York State Common Retirement Fund | 0.00% | No change | 11,369 | $667K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +58.4% | 11,006 | $646K |
| Amalgamated Bank | 0.00% | Add +9.9% | 10,627 | $623K |
| Creative Planning | 0.00% | Add +6.8% | 10,397 | $610K |
| Ridgewood Investments LLC | 0.25% | — | 10,323 | $606K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.3% | 10,199 | $604K |
| LPL Financial LLC | 0.00% | Add +59.5% | 10,281 | $603K |
| Arizona State Retirement System | 0.00% | Add +7.4% | 10,093 | $592K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,965 | $585K |
| Yousif Capital Management, LLC | 0.01% | Add +11.8% | 9,971 | $585K |
| Fifth Third Bancorp | 0.00% | Add +3753.2% | 9,633 | $565K |
| Mackenzie Financial Corp. | 0.00% | Reduce -8.4% | 9,364 | $549K |
| Citigroup Inc. | 0.00% | Reduce -12.2% | 9,232 | $542K |
| D.A. Davidson & Co. | 0.00% | Add +10.8% | 9,221 | $541K |
| Cwm, LLC | 0.00% | Add +11.2% | 9,043 | $531K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +43.5% | 8,974 | $527K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 8,863 | $520K |
| FMR LLC | 0.00% | Reduce -58.0% | 8,667 | $509K |
| Liberty Wealth Management LLC | 0.06% | No change | 8,618 | $506K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.2% | 8,624 | $504K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +12.6% | 8,570 | $503K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -60.0% | 8,380 | $492K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -15.1% | 8,345 | $490K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $482K |
| Lido Advisors, LLC | 0.00% | Reduce -0.2% | 8,100 | $475K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,041 | $472K |
| First Citizens Bank & Trust Co. | 0.01% | Add +29.1% | 8,017 | $470K |
| Intech Investment Management LLC | 0.00% | Reduce -43.7% | 7,950 | $466K |
| Royal Bank of Canada | 0.00% | Add +58.3% | 7,890 | $464K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.6% | 7,789 | $457K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +23.7% | 7,755 | $455K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.5% | 7,683 | $451K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.3% | 7,654 | $449K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -9.2% | 7,491 | $439K |
| Inspire Advisors, LLC | 0.04% | Reduce -36.6% | 7,488 | $439K |
| HighTower Advisors, LLC | 0.00% | Add +14.7% | 7,439 | $436K |
| Hudson Bay Capital Management LP | 0.00% | New | 7,280 | $427K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.5% | 7,213 | $423K |
| Axq Capital, LP | 0.05% | New | 6,844 | $402K |
| Jump Financial, LLC | 0.01% | Reduce -27.6% | 6,800 | $399K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +33.5% | 6,797 | $399K |
| Loudon Investment Management, LLC | 0.20% | Add +14.3% | 6,230 | $366K |
| Advisor OS, LLC | 0.03% | New | 6,176 | $362K |
| Robeco Schweiz AG | 0.01% | New | 6,127 | $359K |
| nVerses Capital, LLC | 0.32% | New | 6,087 | $357K |
| ExodusPoint Capital Management, LP | 0.00% | New | 6,054 | $355K |
| iSAM Funds (UK) Ltd | 0.16% | New | 5,587 | $328K |
| Graham Capital Management, L.P. | 0.01% | New | 5,418 | $318K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.4% | 5,287 | $310K |
| Ellevest, Inc. | 0.04% | Add +14.1% | 5,239 | $307K |
| Sciencast Management LP | 0.04% | New | 5,189 | $304K |
| Bridgefront Capital, LLC | 0.07% | New | 4,981 | $292K |
| Mirabella Financial Services LLP | 0.03% | New | 4,645 | $273K |
| ELCO Management Co., LLC | 0.13% | Reduce -20.0% | 4,472 | $262K |
| Xponance LLC | 0.00% | New | 4,204 | $247K |
| Syon Capital LLC | 0.01% | Add +1.4% | 4,188 | $246K |
| Brighton Jones LLC | 0.01% | New | 4,074 | $239K |
| Focus Partners Wealth | 0.00% | New | 4,119 | $237K |
| Keybank National Association | 0.00% | New | 3,999 | $235K |
| Voleon Capital Management LP | 0.01% | Reduce -82.3% | 3,930 | $231K |
| Ballentine Partners, LLC | 0.00% | New | 3,882 | $228K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.7% | 3,812 | $224K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +89.7% | 3,752 | $220K |
| Savant Capital, LLC | 0.00% | New | 3,703 | $217K |
| Inspire Investing, LLC | 0.01% | Reduce -14.2% | 3,619 | $212K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,443 | $202K |
| CIBC Asset Management Inc | 0.00% | New | 3,431 | $201K |
| GAMMA Investing LLC | 0.01% | Add +38.8% | 3,420 | $201K |
| Ensign Peak Advisors, Inc | 0.00% | Add +7.3% | 2,958 | $174K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,872 | $169K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,661 | $156K |
| IFM Investors Pty Ltd | 0.00% | New | 2,389 | $140K |
| Essential Partners LLC | 0.04% | Reduce -9.4% | 2,197 | $129K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -87.6% | 2,133 | $125K |
| Larson Financial Group LLC | 0.00% | No change | 2,014 | $118K |
| US Bancorp \de | 0.00% | Add +102.0% | 1,875 | $110K |
| SouthState Bank Corp | 0.00% | No change | 1,635 | $96K |
| IFP Advisors, Inc | 0.00% | Add +48.8% | 1,452 | $85K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 1,105 | $65K |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 1,020 | $60K |
| Southern Michigan Bank & Trust | 0.02% | — | 1,000 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +76.2% | 911 | $53K |
| Private Trust Co. NA | 0.00% | No change | 858 | $50K |
| Hughes Financial Services, LLC | 0.01% | Add +0.1% | 852 | $50K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.3% | 832 | $49K |
| Versant Capital Management, Inc | 0.00% | No change | 803 | $47K |
| Nisa Investment Advisors, LLC | 0.00% | Add +14.8% | 691 | $41K |
| Bessemer Group Inc. | 0.00% | Add +44.6% | 661 | $39K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 660 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +4.4% | 620 | $36K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 618 | $36K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -4.0% | 527 | $31K |
| Estabrook Capital Management | 0.00% | Add +139.7% | 501 | $29K |
| Salomon & Ludwin, LLC | 0.00% | Add +139.5% | 479 | $28K |
| Jones Financial Companies LLLP | 0.00% | Add +105.5% | 489 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +143.6% | 475 | $28K |
| Quadrant Capital Group LLC | 0.00% | Reduce -10.9% | 468 | $27K |
| Allworth Financial LP | 0.00% | Add +7.8% | 443 | $26K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +9.4% | 420 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | New | 406 | $24K |
| Kemnay Advisory Services Inc. | 0.00% | New | 384 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $21K |
| Destiny Wealth Partners, LLC | 0.00% | New | 325 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +63.2% | 297 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 285 | $17K |
| Costello Asset Management, INC | 0.01% | Add +0.4% | 259 | $15K |
| Vega Investment Solutions | 0.00% | No change | 236 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +140.2% | 233 | $14K |
| Arax Advisory Partners | 0.00% | Add +144.0% | 222 | $13K |
| SHP Wealth Management | 0.00% | New | 200 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 184 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +8.1% | 161 | $9K |
| Leonteq Securities AG | 0.00% | Reduce -5.4% | 159 | $9K |
| Bare Financial Services, Inc | 0.00% | Add +675.0% | 155 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 129 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 111 | $7K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 97 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 90 | $5K |
| Signaturefd, LLC | 0.00% | Add +50.0% | 87 | $5K |
| UMB Bank, n.a. | 0.00% | Add +10.3% | 86 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.2% | 83 | $5K |
| High Note Wealth, LLC | 0.00% | New | 77 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +914.3% | 71 | $4K |
| Root Financial Partners, LLC | 0.00% | Add +18.4% | 58 | $3K |
| Rothschild Investment LLC | 0.00% | Add +47.4% | 56 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 56 | $3K |
| Group One Trading LLC | 0.00% | New | 55 | $3K |
| MAI Capital Management | 0.00% | Add +74.2% | 54 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +700.0% | 40 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 35 | $2K |
| CVA Family Office, LLC | 0.00% | New | 28 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 27 | $2K |
| Sankala Group LLC | 0.00% | No change | 27 | $2K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +2300.0% | 24 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 23 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -10.0% | 18 | $1K |
| Covestor Ltd | 0.00% | Reduce -53.3% | 21 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 17 | $998 |
| Manchester Capital Management LLC | 0.00% | No change | 16 | $939 |
| Ankerstar Wealth, LLC | 0.00% | No change | 12 | $704 |
| Financial Consulate, Inc. | 0.00% | No change | 11 | $646 |
| Sunbelt Securities, Inc. | 0.00% | Add +350.0% | 9 | $528 |
| Harbour Investments, Inc. | 0.00% | New | 8 | $469 |
| SJS Investment Consulting Inc. | 0.00% | Add +133.3% | 7 | $411 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $410 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $353 |
| Gilpin Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $294 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5 | $293 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $235 |
| Abound Wealth Management | 0.00% | No change | 3 | $177 |
| Creative Financial Designs Inc. | 0.00% | Reduce -66.7% | 3 | $176 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $118 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $117 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 2 | $117 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $117 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $117 |
| Huntington National Bank | 0.00% | No change | 1 | $59 |
| Curio Wealth, LLC | 0.00% | New | 1 | $59 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.