H2O AmericaHTO
13F holders, Q2 2026 (June 30)315holders +2
40new positions
39sold out
8famous investors
$60.77avg. 13F price*
At the end of Q2 2026, 315 institutions reported holding H2O America (HTO) in their 13F filings, up 2 from Q1 2026. 40 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($431.9M), ATLAS Infrastructure Partners (UK) Ltd. ($280.3M) and Wellington Management Group LLP ($121.3M). 8 famous investors held it, including George Soros (1.3% of Soros Fund Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- H2O America
- CUSIP
- 784305104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $38.4M |
| Exits | 39 | $34.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,799,299 shares bought and 5,460,442 shares sold, net −661,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock, Inc. | 0.01% | Add +10.7% | 7,106,413 | $431.9M |
| ATLAS Infrastructure Partners (UK) Ltd. | 8.50% | Add +1.8% | 4,612,035 | $280.3M |
| Wellington Management Group LLP | 0.02% | Add +23.7% | 1,995,839 | $121.3M |
| ANTIPODES PARTNERS Ltd | 1.96% | Reduce -21.8% | 1,759,602 | $106.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -6.7% | 1,574,377 | $95.7M |
| State Street Corp. | 0.00% | Add +8.6% | 1,554,683 | $94.5M |
| Cerity Partners LLC | 0.10% | Reduce -0.2% | 1,307,227 | $79.4M |
| Vanguard Portfolio Management LLC | 0.00% | Add +8.1% | 1,263,898 | $76.8M |
| Soros Fund Management | 1.33% | Add +2.1% | 1,254,368 | $76.2M |
| Victory Capital Management Inc. | 0.04% | Add +28.2% | 1,168,734 | $71.0M |
| Amundi | 0.02% | Reduce -4.5% | 1,105,367 | $67.2M |
| Geode Capital Management, LLC | 0.00% | Add +10.6% | 992,465 | $60.3M |
| Yaupon Capital Management LP | 1.73% | Reduce -4.9% | 851,846 | $51.8M |
| Two Sigma Investments, LP | 0.04% | Add +222.2% | 806,493 | $49.0M |
| Invesco Ltd. | 0.00% | Add +10.8% | 776,317 | $47.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 714,601 | $43.4M |
| KBC Group NV | 0.08% | Add +2.9% | 610,164 | $37.1M |
| Morgan Stanley | 0.00% | Reduce -24.5% | 589,652 | $35.8M |
| Legal & General Group Plc | 0.01% | Add +5.2% | 571,546 | $34.8M |
| Resolution Capital Ltd | 0.58% | Add +6.9% | 515,795 | $31.3M |
| Zimmer Partners, LP | 0.74% | Reduce -48.7% | 513,500 | $31.2M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.09% | Add +23.1% | 504,368 | $30.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.3% | 503,037 | $30.6M |
| Schroder Investment Management Group | 0.02% | Reduce -15.8% | 494,524 | $30.2M |
| First Trust Advisors LP | 0.02% | Reduce -7.7% | 490,833 | $29.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.6% | 436,328 | $26.5M |
| Northern Trust Corp. | 0.00% | Add +11.3% | 415,397 | $25.2M |
| Nuveen, LLC | 0.00% | Add +45.5% | 337,662 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Add +1040.5% | 315,073 | $19.1M |
| Cohen & Steers, Inc. | 0.03% | Reduce -80.7% | 310,870 | $18.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.3% | 253,621 | $15.4M |
| Mirova | 0.55% | Add +25.3% | 244,550 | $14.9M |
| AQR Capital Management | 0.00% | Add +25.8% | 215,916 | $13.1M |
| Bank of New York Mellon Corp | 0.00% | Add +8.5% | 206,376 | $12.5M |
| Ausbil Investment Management Ltd | 5.58% | Reduce -16.9% | 203,028 | $12.3M |
| Principal Financial Group Inc. | 0.01% | Add +4.7% | 189,995 | $11.5M |
| BW Gestao de Investimentos Ltda. | 0.27% | Reduce -15.9% | 185,806 | $11.3M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +0.4% | 183,553 | $11.2M |
| Assenagon Asset Management S.A. | 0.01% | New | 179,910 | $10.9M |
| Bank of America Corp. | 0.00% | Reduce -33.2% | 176,992 | $10.8M |
| Duff & Phelps Investment Management Co. | 0.10% | Add +57.4% | 175,972 | $10.7M |
| Squarepoint Ops LLC | 0.02% | Add +61.0% | 170,129 | $10.3M |
| UBS Group AG | 0.00% | Add +12.2% | 168,194 | $10.2M |
| Gabelli Funds LLC | 0.06% | Add +8.8% | 162,779 | $9.9M |
| Nuance Investments, LLC | 1.60% | Reduce -60.6% | 154,446 | $9.4M |
| Franklin Resources Inc. | 0.00% | Add +25.9% | 149,693 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 136,071 | $8.3M |
| State of Wisconsin Investment Board | 0.02% | Add +20.5% | 135,656 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Add +245.9% | 135,525 | $8.2M |
| Public Sector Pension Investment Board | 0.02% | Add +1.1% | 135,149 | $8.2M |
| Rokos Capital Management LLP | 0.10% | No change | 135,116 | $8.2M |
| Vennlight Capital Management, LP | 5.25% | Reduce -20.6% | 128,839 | $7.8M |
| ProShare Advisors LLC | 0.01% | Add +10.2% | 127,660 | $7.8M |
| River Road Asset Management, LLC | 0.09% | New | 126,659 | $7.7M |
| Point72 Asset Management | 0.01% | Reduce -69.2% | 114,239 | $6.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +46.6% | 111,566 | $6.8M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -5.1% | 106,779 | $6.5M |
| Rhumbline Advisers | 0.00% | Reduce -6.1% | 103,854 | $6.3M |
| Reaves W H & Co. Inc. | 0.09% | No change | 100,000 | $6.1M |
| Jump Financial, LLC | 0.06% | Add +1355.3% | 98,963 | $6.0M |
| Occudo Quantitative Strategies LP | 0.31% | Add +56.7% | 96,174 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Add +81.9% | 90,724 | $5.5M |
| CIBC Bancorp USA Inc. | 0.01% | Add +0.6% | 89,828 | $5.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -2.4% | 87,863 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 79,081 | $4.8M |
| Swiss National Bank | 0.00% | Add +6.6% | 77,600 | $4.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.1% | 76,629 | $4.7M |
| Quantinno Capital Management LP | 0.01% | Add +76.5% | 74,057 | $4.5M |
| Boston Trust Walden Corp | 0.03% | Reduce -11.1% | 73,582 | $4.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.03% | No change | 72,314 | $4.4M |
| ExodusPoint Capital Management, LP | 0.04% | Add +1087.9% | 71,917 | $4.4M |
| HRT Financial LP | 0.01% | Reduce -38.4% | 69,728 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +17.1% | 68,605 | $4.2M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | No change | 66,198 | $4.0M |
| Deutsche Bank AG | 0.00% | Reduce -5.2% | 57,029 | $3.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -5.7% | 56,697 | $3.4M |
| E. Ohman J:or Asset Management AB | 0.08% | Add +7.9% | 55,208 | $3.4M |
| Keynote Financial Services LLC | 1.54% | Reduce -2.5% | 53,661 | $3.3M |
| Renaissance Technologies | 0.00% | Reduce -66.3% | 53,245 | $3.2M |
| Brevan Howard Capital Management LP | 0.05% | Add +40.5% | 51,863 | $3.2M |
| GAMCO Investors | 0.03% | Reduce -17.9% | 50,630 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.9% | 49,413 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +50.7% | 49,041 | $3.0M |
| Clean Yield Group | 0.70% | Reduce -0.6% | 46,155 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +45.7% | 44,868 | $2.7M |
| North Star Investment Management Corp. | 0.15% | No change | 44,800 | $2.7M |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.6% | 43,011 | $2.6M |
| Maryland State Retirement & Pension System | 0.04% | Add +10.0% | 42,450 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +5.3% | 41,801 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +6.2% | 40,083 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.6% | 39,133 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -37.1% | 37,401 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +204.6% | 37,152 | $2.3M |
| Headlands Technologies LLC | 0.24% | New | 36,827 | $2.2M |
| South Dakota Investment Council | 0.04% | Add +1.4% | 34,375 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 32,404 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +115.5% | 33,311 | $2.0M |
| Storebrand Asset Management As | 0.01% | Add +22.6% | 33,085 | $2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +11.0% | 32,808 | $2.0M |
| Bridgefront Capital, LLC | 0.49% | Add +511.6% | 30,464 | $1.9M |
| Aquatic Capital Management LLC | 0.06% | New | 30,387 | $1.8M |
| Quantbot Technologies LP | 0.07% | Reduce -35.3% | 30,243 | $1.8M |
| Atom Investors LP | 0.16% | New | 30,036 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -0.9% | 29,734 | $1.8M |
| Magellan Asset Management Ltd | 0.04% | No change | 29,063 | $1.8M |
| Clear Harbor Asset Management, LLC | 0.11% | Reduce -0.5% | 27,811 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 27,673 | $1.7M |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +7.3% | 27,566 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -77.1% | 26,511 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.4% | 26,411 | $1.6M |
| Man Group plc | 0.00% | New | 26,236 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -93.7% | 26,234 | $1.6M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.05% | New | 25,619 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +3.9% | 25,269 | $1.5M |
| Jain Global LLC | 0.02% | New | 25,175 | $1.5M |
| Chatham Capital Group, Inc. | 0.19% | Add +0.1% | 24,882 | $1.5M |
| CoreCommodity Management, LLC | 0.29% | Add +6.6% | 24,261 | $1.5M |
| Mirabella Financial Services LLP | 0.15% | Add +384.3% | 22,494 | $1.4M |
| Wesbanco Bank Inc. | 0.03% | New | 22,400 | $1.4M |
| Martingale Asset Management L P | 0.03% | Add +55.9% | 22,318 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Add +0.2% | 22,239 | $1.4M |
| Rodgers Brothers Inc. | 0.13% | Reduce -4.1% | 21,200 | $1.3M |
| Macquarie Group Ltd. | 0.01% | Add +74.2% | 21,145 | $1.3M |
| Citigroup Inc. | 0.00% | Add +125.1% | 20,784 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Add +11.3% | 20,610 | $1.3M |
| Everstar Asset Management, LLC | 0.59% | Reduce -1.5% | 20,061 | $1.2M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.08% | Add +7.4% | 19,727 | $1.2M |
| Bank of Montreal | 0.00% | Add +48.6% | 19,663 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -81.5% | 19,562 | $1.2M |
| Barclays PLC | 0.00% | Reduce -20.9% | 19,442 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +147.3% | 19,181 | $1.2M |
| Illinois Municipal Retirement Fund | 0.01% | Add +19.7% | 19,163 | $1.2M |
| Millennium Management | 0.00% | Reduce -94.7% | 18,201 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -43.8% | 17,247 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Add +3.6% | 17,200 | $1.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -58.0% | 17,086 | $1.0M |
| Capital Fund Management S.A. | 0.01% | New | 16,671 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | New | 16,646 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -65.4% | 16,614 | $1.0M |
| Vanguard Global Advisers, LLC | 0.00% | Add +10.0% | 16,597 | $1.0M |
| LPL Financial LLC | 0.00% | Add +59.2% | 16,370 | $995K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.0% | 16,020 | $974K |
| New York State Teachers Retirement System | 0.00% | Reduce -20.3% | 15,810 | $961K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,800 | $960K |
| Guggenheim Capital LLC | 0.01% | Reduce -23.9% | 15,784 | $959K |
| Jupiter Topco LLC | 0.00% | — | 14,947 | $908K |
| Van Eck Associates Corp. | 0.00% | Add +10.5% | 14,725 | $895K |
| Fox Run Management, L.L.C. | 0.15% | New | 14,715 | $894K |
| Stifel Financial Corp. | 0.00% | Add +9.2% | 14,545 | $884K |
| Atria Investments, Inc | 0.01% | Reduce -12.3% | 14,459 | $879K |
| Creative Planning | 0.00% | Add +38.7% | 14,420 | $876K |
| Rubicon Advisors, GP | 0.63% | No change | 14,194 | $863K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.4% | 13,813 | $849K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -28.2% | 13,986 | $849K |
| New York State Common Retirement Fund | 0.00% | Add +14.9% | 13,069 | $794K |
| Handelsbanken Fonder AB | 0.00% | Add +28.1% | 12,765 | $776K |
| Ethic Inc. | 0.01% | Reduce -52.9% | 12,742 | $774K |
| Abel Hall, LLC | 0.13% | Add +0.1% | 12,161 | $739K |
| Mercer Global Advisors Inc. | 0.00% | Add +57.6% | 12,106 | $736K |
| Tidal Investments LLC | 0.00% | New | 12,006 | $730K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -15.3% | 11,682 | $710K |
| Entropy Technologies, LP | 0.03% | New | 10,930 | $664K |
| Virtue Capital Management, LLC | 0.09% | Reduce -20.9% | 10,701 | $650K |
| Arizona State Retirement System | 0.00% | Add +5.8% | 10,679 | $649K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -3.7% | 10,596 | $644K |
| Amalgamated Bank | 0.00% | Reduce -1.6% | 10,459 | $636K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +17.9% | 10,450 | $635K |
| FMR LLC | 0.00% | Add +18.1% | 10,231 | $622K |
| Yousif Capital Management, LLC | 0.01% | Add +1.5% | 10,118 | $615K |
| Federated Hermes, Inc. | 0.00% | Reduce -71.8% | 10,099 | $614K |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 9,537 | $580K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.1% | 9,429 | $573K |
| Cullen Capital Management, LLC | 0.01% | Reduce -18.3% | 9,359 | $569K |
| Loudon Investment Management, LLC | 0.28% | Add +48.1% | 9,230 | $561K |
| Royal Bank of Canada | 0.00% | Add +15.9% | 9,147 | $556K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.9% | 9,138 | $555K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +4.7% | 8,970 | $545K |
| Marshall Wace, LLP | 0.00% | New | 8,791 | $534K |
| Jackson Creek Investment Advisors LLC | 0.17% | New | 8,531 | $523K |
| Daiwa Securities Group Inc. | 0.00% | Add +2.6% | 8,566 | $521K |
| Lido Advisors, LLC | 0.00% | Add +3.5% | 8,381 | $509K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,380 | $509K |
| Liberty Wealth Management LLC | 0.06% | No change | 8,618 | $506K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,211 | $499K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,041 | $489K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -2.9% | 7,782 | $473K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,654 | $465K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.9% | 7,420 | $451K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -2.0% | 7,343 | $446K |
| Intech Investment Management LLC | 0.00% | Reduce -11.1% | 7,070 | $430K |
| Focus Partners Wealth | 0.00% | Add +67.6% | 6,902 | $419K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 6,801 | $413K |
| Ridgewood Investments LLC | 0.15% | Reduce -34.5% | 6,763 | $411K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.4% | 6,712 | $408K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.2% | 6,650 | $404K |
| Voya Investment Management LLC | 0.00% | Reduce -69.3% | 6,524 | $396K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.9% | 6,393 | $388K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -82.7% | 6,356 | $386K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 6,337 | $385K |
| Advisor OS, LLC | 0.02% | Reduce -1.4% | 6,089 | $370K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.4% | 5,851 | $356K |
| Keybank National Association | 0.00% | Add +45.2% | 5,808 | $353K |
| Ballentine Partners, LLC | 0.00% | Add +47.5% | 5,725 | $348K |
| Arax Advisory Partners | 0.00% | Add +2426.6% | 5,609 | $341K |
| nVerses Capital, LLC | 0.45% | Reduce -21.2% | 4,798 | $292K |
| Xponance LLC | 0.00% | Add +12.4% | 4,724 | $287K |
| Axxion S.A. | 0.02% | — | 4,499 | $273K |
| XTX Topco Ltd | 0.00% | New | 4,401 | $267K |
| Ellevest, Inc. | 0.03% | Reduce -22.6% | 4,053 | $246K |
| Nykredit A/S | 0.00% | — | 3,993 | $243K |
| Captrust Financial Advisors | 0.00% | New | 3,806 | $231K |
| Gsa Capital Partners LLP | 0.01% | New | 3,795 | $231K |
| CIBC Asset Management Inc | 0.00% | Add +9.3% | 3,749 | $228K |
| Phillips Wealth Planners LLC | 0.17% | New | 3,679 | $227K |
| Savant Capital, LLC | 0.00% | Reduce -0.1% | 3,698 | $225K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,621 | $220K |
| Brighton Jones LLC | 0.00% | Reduce -11.8% | 3,594 | $218K |
| ELCO Management Co., LLC | 0.09% | Reduce -22.3% | 3,476 | $211K |
| GAMMA Investing LLC | 0.01% | Reduce -0.3% | 3,409 | $207K |
| Greenleaf Trust | 0.00% | New | 3,400 | $207K |
| Certior Financial Group, LLC | 0.11% | New | 3,343 | $203K |
| US Bancorp \de | 0.00% | Add +73.9% | 3,260 | $198K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +20.9% | 3,216 | $195K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,958 | $180K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,872 | $175K |
| Vega Investment Solutions | 0.02% | Add +1044.1% | 2,700 | $164K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.3% | 2,620 | $159K |
| Larson Financial Group LLC | 0.00% | Add +16.0% | 2,337 | $142K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -44.6% | 2,077 | $126K |
| Global Retirement Partners, LLC | 0.00% | — | 1,687 | $103K |
| SouthState Bank Corp | 0.00% | No change | 1,635 | $99K |
| IFP Advisors, Inc | 0.00% | Reduce -1.1% | 1,436 | $87K |
| Osaic Holdings, Inc. | 0.00% | Add +24.0% | 1,265 | $77K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -46.9% | 1,132 | $69K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.7% | 1,004 | $61K |
| Southern Michigan Bank & Trust | 0.02% | No change | 1,000 | $61K |
| Versant Capital Management, Inc | 0.01% | Add +22.0% | 980 | $60K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +3495.8% | 863 | $52K |
| Private Trust Co. NA | 0.00% | No change | 858 | $52K |
| Hughes Financial Services, LLC | 0.01% | Add +0.3% | 855 | $52K |
| Bessemer Group Inc. | 0.00% | Add +13.6% | 751 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.2% | 754 | $46K |
| Sterling Capital Management LLC | 0.00% | Reduce -35.4% | 714 | $43K |
| Bayforest Capital Ltd | 0.04% | New | 691 | $42K |
| Allworth Financial LP | 0.00% | Add +54.2% | 683 | $42K |
| Estabrook Capital Management | 0.01% | Add +35.5% | 679 | $41K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 660 | $40K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.8% | 629 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 628 | $38K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -88.6% | 602 | $37K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +36.9% | 575 | $35K |
| Hantz Financial Services, Inc. | 0.00% | Add +17.3% | 557 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +8.0% | 528 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 479 | $29K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 406 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -44.9% | 381 | $23K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 352 | $21K |
| Essential Partners LLC | 0.01% | Reduce -84.2% | 348 | $21K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 314 | $19K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -19.3% | 310 | $19K |
| Signaturefd, LLC | 0.00% | Add +235.6% | 292 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 285 | $17K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -8.1% | 273 | $17K |
| Costello Asset Management, INC | 0.00% | No change | 259 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 233 | $14K |
| Compass Financial Management LLC | 0.00% | — | 217 | $13K |
| Inspire Investing, LLC | 0.00% | Reduce -94.5% | 201 | $12K |
| SHP Wealth Management | 0.00% | No change | 200 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 184 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +12.4% | 181 | $11K |
| Toronto Dominion Bank | 0.00% | New | 174 | $11K |
| Bare Financial Services, Inc | 0.00% | No change | 155 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 129 | $8K |
| UMB Bank, n.a. | 0.00% | Add +30.2% | 112 | $7K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 97 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 90 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +25.4% | 89 | $5K |
| Rothschild Investment LLC | 0.00% | Add +10.7% | 62 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 56 | $3K |
| Anchor Investment Management, LLC | 0.00% | New | 54 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +514.3% | 43 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 40 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 32 | $2K |
| Sankala Group LLC | 0.00% | No change | 27 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 28 | $2K |
| JPL Wealth Management, LLC | 0.00% | No change | 27 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -68.7% | 26 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 24 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 17 | $1K |
| Covestor Ltd | 0.00% | Reduce -38.1% | 13 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 16 | $973 |
| Ankerstar Wealth, LLC | 0.00% | No change | 12 | $729 |
| Financial Consulate, Inc. | 0.00% | No change | 11 | $669 |
| Fiduciary Financial Advisors | 0.00% | New | 11 | $669 |
| Fulcrum Asset Management LLP | 0.00% | New | 10 | $610 |
| Harbour Investments, Inc. | 0.00% | No change | 8 | $486 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $425 |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $365 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $365 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $365 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 5 | $304 |
| TFC Financial Management, Inc. | 0.00% | No change | 4 | $244 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 3 | $183 |
| Davis Capital Management | 0.00% | New | 2 | $122 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $122 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 2 | $122 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $122 |
| Huntington National Bank | 0.00% | No change | 1 | $61 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $61 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $61 |
| LRI Investments, LLC | 0.00% | New | 1 | $61 |
| Kilter Group LLC | 0.00% | New | 1 | $61 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is HTO's weight in each manager's 13F, not the share of H2O America the manager owns.