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Disclosery

HTO H2O AMERICA

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COM (common), issuer CIK 766829

249 managers (254 13F filers) reported a position in HTO shares at 2025-03-31, 27,221,803 shares in all. 45 filers opened a position and 31 filers sold out during the quarter.

Managers
249
13F filers
254
New
45
Added
100
Reduced
67
Sold out
31
Shares held by filers
27,221,803

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.196$11K<0.01%+7113F-HRTimeline
Blue Trust, Inc.200$10.9K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.180$9.84K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…179$9.79K<0.01%+9413F-HRTimelineGroup
Quarry LP149$8.15K<0.01%-51913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…137$7.49K<0.01%-6613F-HRTimelineGroup
Brooklyn Investment Group123$6.73K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC120$6.43K<0.01%-20513F-HRTimeline
UMB Bank, n.a.115$6.29K<0.01%+10113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DANSKE BANK A/S100$5.47K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC97$5.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.80$4.38K<0.01%-313F-HRTimeline
Leonteq Securities AG79$4.33K<0.01%-413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.79$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.69$3.78K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$3.28K<0.01%+4513F-HRTimeline
Hexagon Capital Partners LLC45$2.46K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC41$2K<0.01%-22613F-HRTimelineGroup
Covestor Ltd41$2K<0.01%+2513F-HRTimeline
SIMPLEX TRADING, LLC40$2K<0.01%-3213F-HRTimeline
Hemington Wealth Management39$2K<0.01%+3213F-HRTimeline
Arax Advisory Partners25$1.37K<0.01%new13F-HRTimeline
Caitong International Asset Management …23$1.26K<0.01%+2113F-HRTimeline
True Wealth Design, LLC22$1.2K<0.01%-14313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.09K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK19$1.04K<0.01%+1813F-HRTimelineGroup
Cornerstone Planning Group LLC17$931<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC16$876<0.01%+1013F-HRTimeline
Larson Financial Group LLC14$766<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC13$704<0.01%+1113F-HRTimeline
Parkside Financial Bank & Trust12$657<0.01%+413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11$602<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10$547<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC10$547<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc9$493<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.8$438<0.01%+613F-HRTimeline
Bare Financial Services, Inc8$438<0.01%new13F-HRTimeline
MAI Capital Management6$329<0.01%013F-HRTimeline
Global Financial Private Client, LLC6$328<0.01%+513F-HRTimeline
SJS Investment Consulting Inc.5$274<0.01%+413F-HRTimeline
Parallel Advisors, LLC5$273<0.01%-1713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4$219<0.01%13F-HRTimelineGroup
Abound Wealth Management3$165<0.01%-113F-HRTimeline
West Oak Capital, LLC250$1370.01%013F-HRTimeline
HFM Investment Advisors, LLC1$55<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$54<0.01%new13F-HRTimeline
Avion Wealth18$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC8$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.