H2O AMERICA (HTO) — Institutional Holders, Q2 2026 (page 3)
317 institutional investment managers reported a HTO 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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HTO 13F holders ranked 201–300 of 317
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | KEYBANK NATIONAL ASSOCIATION#201 · 5,808 sh | 5,808 | $353.0K | <0.01% | +45.2% |
| 202 | Ballentine Partners#202 · 5,725 sh | 5,725 | $347.9K | <0.01% | +47.5% |
| 203 | SRS Capital Advisors#203 · 5,609 sh | 5,609 | $340.9K | <0.01% | +2426.6% |
| 204 | nVerses Capital#204 · 4,798 sh | 4,798 | $291.6K | 0.45% | -21.2% |
| 205 | XPONANCE#205 · 4,724 sh | 4,724 | $287.1K | <0.01% | +12.4% |
| 206 | Axxion S.A.#206 · 4,499 sh | 4,499 | $273.4K | — | — |
| 207 | XTX Topco Ltd#207 · 4,401 sh | 4,401 | $267.4K | <0.01% | New |
| 208 | Ellevest#208 · 4,053 sh | 4,053 | $246.4K | 0.03% | -22.6% |
| 209 | Nykredit A/S#209 · 3,993 sh | 3,993 | $242.7K | <0.01% | — |
| 210 | CAPTRUST FINANCIAL ADVISORS#210 · 3,806 sh | 3,806 | $231.3K | <0.01% | New |
| 211 | GSA CAPITAL PARTNERS LLP#211 · 3,795 sh | 3,795 | $231.0K | 0.01% | New |
| 212 | CIBC Asset Management#212 · 3,749 sh | 3,749 | $227.8K | <0.01% | +9.3% |
| 213 | Phillips Wealth Planners#213 · 3,679 sh | 3,679 | $227.3K | 0.17% | New |
| 214 | Savant Capital#214 · 3,698 sh | 3,698 | $224.8K | <0.01% | -0.1% |
| 215 | Vanguard Personalized Indexing Management#215 · 3,621 sh | 3,621 | $220.0K | <0.01% | New |
| 216 | BRIGHTON JONES#216 · 3,594 sh | 3,594 | $218.4K | <0.01% | -11.8% |
| 217 | ELCO Management#217 · 3,476 sh | 3,476 | $211.2K | — | -22.3% |
| 218 | GAMMA Investing#218 · 3,409 sh | 3,409 | $207.2K | — | -0.3% |
| 219 | GREENLEAF#219 · 3,400 sh | 3,400 | $206.6K | <0.01% | New |
| 220 | CERTIOR FINANCIAL GROUP#220 · 3,343 sh | 3,343 | $203.2K | — | New |
| 221 | US BANCORP \DE\#221 · 3,260 sh | 3,260 | $198.1K | <0.01% | +73.9% |
| 222 | Ameritas Investment Partners#222 · 3,216 sh | 3,216 | $195.4K | <0.01% | +20.9% |
| 223 | Ensign Peak Advisors#223 · 2,958 sh | 2,958 | $179.8K | <0.01% | 0.0% |
| 224 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#224 · 2,872 sh | 2,872 | $175.0K | <0.01% | 0.0% |
| 225 | VEGA INVESTMENT SOLUTIONS#225 · 2,700 sh | 2,700 | $164.1K | 0.02% | +1044.1% |
| 226 | PNC FINANCIAL SERVICES GROUP#226 · 2,620 sh | 2,620 | $159.2K | <0.01% | -31.3% |
| 227 | Larson Financial Group#227 · 2,337 sh | 2,337 | $142.0K | <0.01% | +16.0% |
| 228 | Tower Research Capital (TRC)#228 · 2,077 sh | 2,077 | $126.2K | <0.01% | -44.6% |
| 229 | Integrated Wealth Concepts#229 · 1,703 sh | 1,703 | $103.5K | <0.01% | New |
| 230 | Global Retirement Partners#230 · 1,687 sh | 1,687 | $102.5K | <0.01% | — |
| 231 | SouthState Bank#231 · 1,635 sh | 1,635 | $99.4K | <0.01% | 0.0% |
| 232 | IFP Advisors#232 · 1,436 sh | 1,436 | $87.3K | — | -1.1% |
| 233 | OSAIC#233 · 1,265 sh | 1,265 | $76.9K | <0.01% | +24.0% |
| 234 | BNP Paribas Asset Management Holding S.A.#234 · 1,132 sh | 1,132 | $68.8K | <0.01% | -46.9% |
| 235 | Farther Finance Advisors#235 · 1,004 sh | 1,004 | $61.0K | — | +20.7% |
| 236 | SOUTHERN MICHIGAN BANK &#236 · 1,000 sh | 1,000 | $60.8K | — | 0.0% |
| 237 | Versant Capital Management#237 · 980 sh | 980 | $59.6K | — | +22.0% |
| 238 | Caitong International Asset Management , Ltd#238 · 863 sh | 863 | $52.4K | <0.01% | +3495.8% |
| 239 | PRIVATE NA#239 · 858 sh | 858 | $52.1K | — | 0.0% |
| 240 | Hughes Financial Services#240 · 855 sh | 855 | $52.0K | <0.01% | +0.4% |
| 241 | BESSEMER GROUP#241 · 751 sh | 751 | $46.0K | <0.01% | +13.6% |
| 242 | EverSource Wealth Advisors#242 · 754 sh | 754 | $45.8K | <0.01% | -68.7% |
| 243 | Sterling Capital Management#243 · 714 sh | 714 | $43.4K | — | -35.4% |
| 244 | Bayforest Capital Ltd#244 · 691 sh | 691 | $42.0K | 0.04% | New |
| 245 | Allworth Financial#245 · 683 sh | 683 | $41.5K | <0.01% | +54.2% |
| 246 | Estabrook Capital Management#246 · 679 sh | 679 | $41.3K | <0.01% | +35.5% |
| 247 | Medallion Wealth Advisors#247 · 660 sh | 660 | $40.1K | 0.01% | 0.0% |
| 248 | Rockefeller Capital Management L.P.#248 · 629 sh | 629 | $38.2K | <0.01% | +1.8% |
| 249 | Parallel Advisors#249 · 628 sh | 628 | $38.2K | <0.01% | +1.3% |
| 250 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#250 · 602 sh | 602 | $36.6K | <0.01% | -88.6% |
| 251 | Pinnacle Wealth Planning Services#251 · 575 sh | 575 | $34.9K | <0.01% | +36.9% |
| 252 | HANTZ FINANCIAL SERVICES#252 · 557 sh | 557 | $34.0K | <0.01% | +17.3% |
| 253 | JONES FINANCIAL COMPANIES LLLP#253 · 528 sh | 528 | $32.0K | 0.00% | +8.0% |
| 254 | Salomon & Ludwin#254 · 479 sh | 479 | $29.1K | <0.01% | 0.0% |
| 255 | Glen Eagle Advisors#255 · 406 sh | 406 | $24.7K | <0.01% | 0.0% |
| 256 | NISA INVESTMENT ADVISORS#256 · 381 sh | 381 | $23.2K | — | -44.9% |
| 257 | Parkside Financial Bank#257 · 362 sh | 362 | $22.0K | — | +124.8% |
| 258 | Mitsubishi UFJ Asset Management , Ltd.#258 · 352 sh | 352 | $21.4K | 0.00% | 0.0% |
| 259 | Essential Partners#259 · 348 sh | 348 | $21.1K | — | -84.2% |
| 260 | Skandinaviska Enskilda Banken AB (publ)#260 · 314 sh | 314 | $19.1K | <0.01% | New |
| 261 | Kemnay Advisory Services#261 · 310 sh | 310 | $18.8K | <0.01% | -19.3% |
| 262 | SIGNATUREFD#262 · 292 sh | 292 | $17.7K | — | +235.6% |
| 263 | AdvisorNet Financial#263 · 285 sh | 285 | $17.3K | — | 0.0% |
| 264 | HARBOR CAPITAL ADVISORS#264 · 273 sh | 273 | $17.0K | — | -8.1% |
| 265 | Costello Asset Management#265 · 259 sh | 259 | $15.7K | <0.01% | 0.0% |
| 266 | Smartleaf Asset Management#266 · 233 sh | 233 | $14.2K | <0.01% | 0.0% |
| 267 | COMPASS FINANCIAL MANAGEMENT#267 · 217 sh | 217 | $13.2K | <0.01% | — |
| 268 | Inspire Investing#268 · 201 sh | 201 | $12.2K | — | -94.4% |
| 269 | SHP Wealth Management#269 · 200 sh | 200 | $12.2K | <0.01% | 0.0% |
| 270 | Steward Partners Investment Advisory#270 · 184 sh | 184 | $11.2K | <0.01% | 0.0% |
| 271 | TORONTO DOMINION BANK#271 · 174 sh | 174 | $10.6K | 0.00% | New |
| 272 | Bare Financial Services#272 · 155 sh | 155 | $9.4K | <0.01% | 0.0% |
| 273 | MassMutual Private Wealth & , FSB#273 · 129 sh | 129 | $7.8K | — | 0.0% |
| 274 | UMB Bank, n.a.#274 · 112 sh | 112 | $6.8K | <0.01% | +30.2% |
| 275 | VSM Wealth Advisory#275 · 97 sh | 97 | $5.9K | <0.01% | 0.0% |
| 276 | Owl Creek Wealth Partners#276 · 90 sh | 90 | $5.5K | — | 0.0% |
| 277 | Keating Financial Advisory Services#277 · 89 sh | 89 | $5.4K | <0.01% | +25.4% |
| 278 | ROTHSCHILD INVESTMENT#278 · 62 sh | 62 | $3.8K | <0.01% | +10.7% |
| 279 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#279 · 56 sh | 56 | $3.4K | <0.01% | 0.0% |
| 280 | Anchor Investment Management#280 · 54 sh | 54 | $3.3K | <0.01% | New |
| 281 | SJS Investment Consulting#281 · 43 sh | 43 | $2.6K | — | +514.3% |
| 282 | Fortitude Family Office#282 · 40 sh | 40 | $2.4K | — | 0.0% |
| 283 | Clearstead Advisors#283 · 32 sh | 32 | $1.9K | 0.00% | New |
| 284 | Sankala Group#284 · 27 sh | 27 | $1.7K | <0.01% | 0.0% |
| 285 | CVA Family Office#285 · 28 sh | 28 | $1.7K | <0.01% | 0.0% |
| 286 | JPL Wealth Management#286 · 27 sh | 27 | $1.6K | <0.01% | 0.0% |
| 287 | SBI Securities , Ltd.#287 · 26 sh | 26 | $1.6K | — | -68.7% |
| 288 | JFS WEALTH ADVISORS#288 · 24 sh | 24 | $1.5K | <0.01% | +33.3% |
| 289 | FARMERS & MERCHANTS INVESTMENTS#289 · 20 sh | 20 | $1.2K | — | 0.0% |
| 290 | True Wealth Design#290 · 17 sh | 17 | $1.0K | — | 0.0% |
| 291 | Covestor Ltd#291 · 13 sh | 13 | $1.0K | <0.01% | -38.1% |
| 292 | Manchester Capital Management#292 · 16 sh | 16 | $973.00 | — | 0.0% |
| 293 | Ankerstar Wealth#293 · 12 sh | 12 | $729.00 | <0.01% | 0.0% |
| 294 | FINANCIAL CONSULATE#294 · 11 sh | 11 | $669.00 | — | 0.0% |
| 295 | ACTION POINT FINANCIAL PLANNING#295 · 11 sh | 11 | $669.00 | <0.01% | New |
| 296 | Fulcrum Asset Management LLP#296 · 10 sh | 10 | $610.00 | <0.01% | New |
| 297 | HARBOUR INVESTMENTS#297 · 8 sh | 8 | $486.00 | 0.00% | 0.0% |
| 298 | Transamerica Financial Advisors#298 · 7 sh | 7 | $425.00 | 0.00% | 0.0% |
| 299 | Plante Moran Financial Advisors#299 · 6 sh | 6 | $365.00 | 0.00% | New |
| 300 | Creative Capital Management Investments#300 · 6 sh | 6 | $365.00 | <0.01% | New |
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.