Filing Research | CWT - CALIFORNIA WTR SVC GROUP Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	95.6KSH	$4.7M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	78.4KSH	$3.8M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	54.1KSH	$2.6M
4	Assenagon Asset Management S.A.	Shares	42.4KSH	$2.1M
5	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	33.5KSH	$1.6M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.1KSH	$1.3M
7	Louisiana State Employees Retirement System	Shares	26.2KSH	$1.3M
8	Police & Firemen's Retirement System of New Jersey	Shares	17.9KSH	$873.2K
9	Canvas Wealth Advisors, LLC	Shares	17.1KSH	$830.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.9KSH	$774.6K
11	D.A. DAVIDSON & CO.	Shares	11.2KSH	$546.4K
12	Sovereign Financial Group, Inc.	Shares	8.7KSH	$425.6K
13	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	7.7KSH	$372.2K
14	Sound Income Strategies, LLC	Shares	7.2KSH	$350.8K
15	Wealth Architects, LLC	Shares	7.0KSH	$342.1K
16	PFG Investments, LLC	Shares	6.6KSH	$322.9K
17	Merit Financial Group, LLC	Shares	6.5KSH	$314.9K
18	TRUE Private Wealth Advisors	Shares	6.2KSH	$302.0K
19	Sequoia Financial Advisors, LLC	Shares	5.5KSH	$269.7K
20	Crossmark Global Holdings, Inc.	Shares	4.8KSH	$231.7K
21	MISSION WEALTH MANAGEMENT, LP	Shares	4.7KSH	$227.1K
22	IFM Investors Pty Ltd	Shares	4.3KSH	$207.6K
23	Farther Finance Advisors, LLC	Shares	4.2KSH	$206.1K
24	GAMMA Investing LLC	Shares	3.2KSH	$155.7K
25	GHP Investment Advisors, Inc.	Shares	1.8KSH	$86.5K
26	IFP Advisors, Inc	Shares	1.2KSH	$59.0K
27	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$54.2K
28	BROADWATER CAPITAL MANAGEMENT LLC	Shares	980SH	$47.7K
29	Versant Capital Management, Inc	Shares	676SH	$32.9K
30	Tower View Wealth Management LLC	Shares	539SH	$26.2K
31	SIGNATUREFD, LLC	Shares	491SH	$23.9K
32	HM PAYSON & CO	Shares	420SH	$20.4K
33	TRUST CO OF TOLEDO NA /OH/	Shares	400SH	$19.5K
34	True Wealth Design, LLC	Shares	302SH	$14.7K
35	SJS Investment Consulting Inc.	Shares	202SH	$9.8K
36	AdvisorNet Financial, Inc	Shares	202SH	$9.8K
37	MassMutual Private Wealth & Trust, FSB	Shares	176SH	$8.6K
38	EVOLUTION WEALTH MANAGEMENT INC.	Shares	141SH	$6.9K
39	BFSG, LLC	Shares	136SH	$6.6K
40	Fortitude Family Office, LLC	Shares	104SH	$5.1K
41	SBI Securities Co., Ltd.	Shares	87SH	$4.2K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	64.0KSH	$3.1K
43	JFS WEALTH ADVISORS, LLC	Shares	46SH	$2.2K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	36SH	$1.8K
45	Handelsbanken Fonder AB	Shares	22.7KSH	$1.1K
46	State of Alaska, Department of Revenue	Shares	21.5KSH	$1.0K
47	Wealth Enhancement Trust Services, Inc.	Shares	18SH	$876
48	AMALGAMATED BANK	Shares	16.1KSH	$783
49	Blue Trust, Inc.	Shares	16SH	$778
50	Creative Capital Management Investments LLC	Shares	12SH	$584

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Manager changes2026-06-30 vs 2026-03-31

50 / 65 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+42.4K	+$2.1M	$2.1M
2	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+33.9K	+$1.8M	$3.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.6K	+$812.0K	$1.3M
4	Merit Financial Group, LLC new	Shares	+6.5K	+$314.9K	$314.9K
5	Sequoia Financial Advisors, LLC new	Shares	+5.5K	+$269.7K	$269.7K
6	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.3K	+$236.9K	$2.6M
7	MISSION WEALTH MANAGEMENT, LP new	Shares	+4.7K	+$227.1K	$227.1K
8	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$116.9K	$873.2K
9	Louisiana State Employees Retirement System trimmed	Shares	-200	+$77.7K	$1.3M
10	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+41	+$54.6K	$774.6K
11	D.A. DAVIDSON & CO. added	Shares	+338	+$52.5K	$546.4K
12	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+500	+$48.0K	$372.2K
13	IFP Advisors, Inc added	Shares	+745	+$37.8K	$59.0K
14	Wealth Architects, LLC added	Shares	+277	+$35.8K	$342.1K
15	Sovereign Financial Group, Inc. trimmed	Shares	-41	+$27.1K	$425.6K
16	Versant Capital Management, Inc added	Shares	+470	+$23.5K	$32.9K
17	Sound Income Strategies, LLC unchanged	Shares	0	+$22.6K	$350.8K
18	PFG Investments, LLC added	Shares	+3	+$22.1K	$322.9K
19	TRUE Private Wealth Advisors added	Shares	+8	+$20.9K	$302.0K
20	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$15.8K	$231.7K
21	IFM Investors Pty Ltd unchanged	Shares	0	+$14.1K	$207.6K
22	Farther Finance Advisors, LLC trimmed	Shares	-9	+$12.9K	$206.1K
23	SIGNATUREFD, LLC added	Shares	+201	+$10.7K	$23.9K
24	True Wealth Design, LLC added	Shares	+162	+$8.3K	$14.7K
25	SJS Investment Consulting Inc. added	Shares	+148	+$7.4K	$9.8K
26	Fortitude Family Office, LLC added	Shares	+50	+$2.6K	$5.1K
27	Tower View Wealth Management LLC added	Shares	+4	+$2.0K	$26.2K
28	HM PAYSON & CO unchanged	Shares	0	+$1.4K	$20.4K
29	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$1.3K	$19.5K
30	JFS WEALTH ADVISORS, LLC added	Shares	+18	+$968	$2.2K
31	Wealth Enhancement Trust Services, Inc. new	Shares	+18	+$876	$876
32	AdvisorNet Financial, Inc unchanged	Shares	0	+$668	$9.8K
33	Creative Capital Management Investments LLC new	Shares	+12	+$584	$584
34	GHP Investment Advisors, Inc. trimmed	Shares	-117	+$580	$86.5K
35	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$467	$6.9K
36	BFSG, LLC unchanged	Shares	0	+$450	$6.6K
37	CoreCap Advisors, LLC new	Shares	+9	+$438	$438
38	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+957	+$255	$3.1K
39	Davis Capital Management new	Shares	+3	+$146	$146
40	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$119	$1.8K
41	LRI Investments, LLC new	Shares	+2	+$97	$97
42	Handelsbanken Fonder AB unchanged	Shares	0	+$75	$1.1K
43	Blue Trust, Inc. unchanged	Shares	0	+$53	$778
44	Hughes Financial Services, LLC added	Shares	+1	+$52	$97
45	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$19	$292
46	Capital Advisors, Ltd. LLC added	Shares	+246	+$14	$30
47	AMALGAMATED BANK trimmed	Shares	-1.1K	+$5	$783
48	Vermillion Wealth Management, Inc. exited	Shares	-5	-$227	$0
49	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-6	-$265	$98
50	Wall Street Financial Group, Inc. exited	Shares	-8	-$363	$0

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