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Disclosery

HTO H2O AMERICA

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COM (common), issuer CIK 766829

236 managers (241 13F filers) reported a position in HTO shares at 2024-12-31, 26,268,947 shares in all. 26 filers opened a position and 45 filers sold out during the quarter.

Managers
236
13F filers
241
New
26
Added
88
Reduced
85
Sold out
45
Shares held by filers
26,268,947

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HARBOR CAPITAL ADVISORS, INC.125$6K<0.01%+2113F-HRTimeline
DANSKE BANK A/S100$4.92K<0.01%-90013F-HRTimeline
VSM Wealth Advisory, LLC97$4.77K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…85$4.18K<0.01%+7413F-HRTimelineGroup
Leonteq Securities AG83$4.09K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.83$4.08K<0.01%13F-HRTimeline
Private Wealth Management Group, LLC80$3.94K<0.01%-4713F-HRTimeline
AMERIFLEX GROUP, INC.69$3.45K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC72$3K<0.01%+2413F-HRTimeline
R Squared Ltd30$1.48K<0.01%13F-HRTimeline
Parallel Advisors, LLC22$1.11K<0.01%-413F-HRTimeline
Covestor Ltd16$1K<0.01%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$984<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC17$834<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC15$743<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15$738<0.01%-2513F-HRTimeline
UMB Bank, n.a.14$689<0.01%-5613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …12$591<0.01%+213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$541<0.01%013F-HRTimeline
Riverview Trust Co10$492<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc9$443<0.01%013F-HRTimeline
Parkside Financial Bank & Trust8$394<0.01%013F-HRTimeline
MAI Capital Management6$296<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC6$296<0.01%-1313F-HRTimeline
Abound Wealth Management4$197<0.01%013F-HRTimeline
Point72 (DIFC) Ltd3$168<0.01%-70113F-HRTimeline
West Oak Capital, LLC250$123<0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.2$99<0.01%-413F-HRTimeline
Caitong International Asset Management …2$98<0.01%13F-HR/ATimeline
Farther Finance Advisors, LLC2$98<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.1$50<0.01%-513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$49<0.01%-513F-HRTimelineGroup
IFP Advisors, Inc1$49<0.01%new13F-HRTimeline
Global Financial Private Client, LLC1$49<0.01%new13F-HRTimeline
Hemington Wealth Management7$00%-713F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.