CALIFORNIA WATER SERVICE GROUP (CWT) — Institutional Holders, Q2 2026 (page 4)
348 institutional investment managers reported a CWT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 348. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CWT 13F holders ranked 301–348 of 348
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | NewEdge Advisors#301 · 159 sh | 159 | $7.8K | 0.00% | New |
| 302 | Basecamp Wealth Advisors#302 · 151 sh | 151 | $7.3K | <0.01% | +3.4% |
| 303 | EVOLUTION WEALTH MANAGEMENT#303 · 141 sh | 141 | $6.9K | <0.01% | 0.0% |
| 304 | BFSG#304 · 136 sh | 136 | $6.6K | <0.01% | 0.0% |
| 305 | Bare Financial Services#305 · 122 sh | 122 | $5.9K | <0.01% | +171.1% |
| 306 | Fortitude Family Office#306 · 104 sh | 104 | $5.1K | — | +92.6% |
| 307 | ABOUND FINANCIAL#307 · 100 sh | 100 | $4.9K | <0.01% | New |
| 308 | SBI Securities , Ltd.#308 · 87 sh | 87 | $4.2K | — | -25.0% |
| 309 | HUNTINGTON NATIONAL BANK#309 · 79 sh | 79 | $3.8K | 0.00% | +97.5% |
| 310 | Private Wealth Management Group#310 · 65 sh | 65 | $3.2K | — | 0.0% |
| 311 | Rossby Financial, LCC#311 · 63 sh | 63 | $3.1K | <0.01% | +53.7% |
| 312 | CVA Family Office#312 · 61 sh | 61 | $3.0K | <0.01% | 0.0% |
| 313 | TD Waterhouse Canada#313 · 60 sh | 60 | $2.9K | — | 0.0% |
| 314 | Keating Financial Advisory Services#314 · 60 sh | 60 | $2.9K | <0.01% | -10.4% |
| 315 | Anchor Bay Capital#315 · 51 sh | 51 | $2.6K | <0.01% | — |
| 316 | JFS WEALTH ADVISORS#316 · 46 sh | 46 | $2.2K | <0.01% | +64.3% |
| 317 | Synergy Investment Management#317 · 42 sh | 42 | $2.0K | <0.01% | 0.0% |
| 318 | JPL Wealth Management#318 · 41 sh | 41 | $2.0K | <0.01% | +32.3% |
| 319 | Bell Investment Advisors#319 · 37 sh | 37 | $1.8K | <0.01% | +68.2% |
| 320 | FARMERS & MERCHANTS INVESTMENTS#320 · 36 sh | 36 | $1.8K | — | 0.0% |
| 321 | Boreal Capital Management#321 · 34 sh | 34 | $1.7K | <0.01% | 0.0% |
| 322 | Westside Investment Management#322 · 26 sh | 26 | $1.3K | <0.01% | 0.0% |
| 323 | Highland Investment Advisors#323 · 25 sh | 25 | $1.2K | <0.01% | — |
| 324 | ACTION POINT FINANCIAL PLANNING#324 · 19 sh | 19 | $926.00 | <0.01% | New |
| 325 | Wealth Enhancement Services#325 · 18 sh | 18 | $876.00 | — | New |
| 326 | Ronald Blue#326 · 16 sh | 16 | $778.00 | — | 0.0% |
| 327 | Bay Harbor Wealth Management#327 · 13 sh | 13 | $632.00 | <0.01% | +30.0% |
| 328 | Creative Capital Management Investments#328 · 12 sh | 12 | $584.00 | <0.01% | New |
| 329 | Cornerstone Planning Group#329 · 11 sh | 11 | $561.00 | — | New |
| 330 | Fulcrum Asset Management LLP#330 · 10 sh | 10 | $489.00 | 0.00% | New |
| 331 | Plante Moran Financial Advisors#331 · 10 sh | 10 | $487.00 | 0.00% | New |
| 332 | CoreCap Advisors#332 · 9 sh | 9 | $438.00 | — | New |
| 333 | Buck Wealth Strategies#333 · 7 sh | 7 | $341.00 | 0.00% | New |
| 334 | DiNuzzo Private Wealth#334 · 6 sh | 6 | $292.00 | — | 0.0% |
| 335 | HFM Investment Advisors#335 · 5 sh | 5 | $244.00 | <0.01% | +150.0% |
| 336 | Ankerstar Wealth#336 · 5 sh | 5 | $243.00 | <0.01% | -58.3% |
| 337 | Rialto Wealth Management#337 · 4 sh | 4 | $195.00 | 0.00% | +33.3% |
| 338 | Financial Gravity Companies, (FGCO)#338 · 3 sh | 3 | $146.00 | 0.00% | — |
| 339 | Davis Capital Management#339 · 3 sh | 3 | $146.00 | — | New |
| 340 | GILPIN WEALTH MANAGEMENT#340 · 2 sh | 2 | $98.00 | — | -75.0% |
| 341 | LRI Investments#341 · 2 sh | 2 | $97.00 | 0.00% | New |
| 342 | Hughes Financial Services#342 · 2 sh | 2 | $97.00 | 0.00% | +100.0% |
| 343 | Dunhill Financial#343 · 1 sh | 1 | $66.00 | 0.00% | 0.0% |
| 344 | DecisionPoint Financial#344 · 1 sh | 1 | $50.00 | 0.00% | New |
| 345 | Kilter Group#345 · 1 sh | 1 | $49.00 | 0.00% | New |
| 346 | Evolution Advisers#346 · 1 sh | 1 | $0.00 | 0.00% | New |
| 347 | Navigoe#347 · 1 sh | 1 | $0.00 | 0.00% | New |
| 348 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#348 · 65,931 sh | 65,931 | — | — | +17.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.