Companies / H2O AMERICA / Institutional holders

H2O America

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
Covestor Ltd	$1	13	0.00%
HARBOR CAPITAL ADVISORS, INC.	$17	273	0.00%
HANTZ FINANCIAL SERVICES, INC.	$28	475	0.00%
BESSEMER GROUP INC	$39	661	0.00%
Bay Harbor Wealth Management, LLC	$48	1	0.00%
HUNTINGTON NATIONAL BANK	$49	1	0.00%
Caitong International Asset Management Co., Ltd	$49	1	0.00%
Torren Management, LLC	$56	1	0.00%
Sunbelt Securities, Inc.	$98	2	0.00%
HFM Investment Advisors, LLC	$98	2	0.00%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$141	2,872	0.01%
GILPIN WEALTH MANAGEMENT, LLC	$147	3	0.00%
Clearstead Advisors, LLC	$147	3	0.00%
Abound Wealth Management	$147	3	0.00%
SJS Investment Consulting Inc.	$147	3	0.00%
TFC Financial Management, Inc.	$196	4	0.00%
Fortitude Family Office, LLC	$245	5	0.00%
Arete Wealth Advisors, LLC	$279	5,700	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$293	5	0.00%
DiNuzzo Private Wealth, Inc.	$294	6	0.00%
Keating Financial Advisory Services, Inc.	$343	7	0.00%
Transamerica Financial Advisors, LLC	$343	7	0.00%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$394	8,041	0.02%
CWM, LLC	$398	8,131	0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV	$441	9	0.00%
AMALGAMATED BANK	$474	9,668	0.02%
Daiwa Securities Group Inc.	$482	9,831	0.02%
FINANCIAL CONSULATE, INC	$539	11	0.00%
Handelsbanken Fonder AB	$585	9,965	0.02%
Ankerstar Wealth, LLC	$588	12	0.00%
VAN ECK ASSOCIATES CORP	$625	12,766	0.03%
True Wealth Design, LLC	$833	17	0.00%
BNP Paribas Asset Management Holding S.A.	$841	17,175	0.04%
Manchester Capital Management LLC	$939	16	0.00%
JFS WEALTH ADVISORS, LLC	$980	20	0.00%
Bare Financial Services, Inc	$980	20	0.00%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$1.0K	21,107	0.05%
SG Americas Securities, LLC	$1.0K	17,247	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	$1.1K	22,881	0.05%
State of Alaska, Department of Revenue	$1.1K	19,476	0.05%
FARMERS & MERCHANTS INVESTMENTS INC	$1.2K	20	0.00%
Sound Income Strategies, LLC	$1.2K	23	0.00%
HRT FINANCIAL LP	$1.5K	30,153	0.07%
Sankala Group LLC	$1.6K	27	0.00%
T. Rowe Price Associates, Inc.	$1.7K	34,484	0.08%
CVA Family Office, LLC	$1.7K	28	0.00%
Jackson Creek Investment Advisors LLC	$1.9K	37,863	0.09%
ROTHSCHILD INVESTMENT LLC	$1.9K	38	0.00%
ALGERT GLOBAL LLC	$2.4K	48,251	0.12%
Root Financial Partners, LLC	$2.4K	49	0.00%