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Disclosery

HTO H2O AMERICA

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COM (common), issuer CIK 766829

274 managers (279 13F filers) reported a position in HTO shares at 2025-12-31, 30,135,250 shares in all. 34 filers opened a position and 40 filers sold out during the quarter.

Managers
274
13F filers
279
New
34
Added
110
Reduced
92
Sold out
40
Shares held by filers
30,135,250

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SouthState Bank Corpin group SouthState Bank Corp1,635$80.1K<0.01%+13513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.976$47.9K<0.01%-8013F-HRTimelineGroup
IFP Advisors, Inc976$47.8K<0.01%+56913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\928$45.5K<0.01%-35413F-HRTimelineGroup
PRIVATE TRUST CO NA858$42K<0.01%013F-HRTimeline
Hughes Financial Services, LLC851$41.7K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC813$39.8K<0.01%+41913F-HRTimeline
Versant Capital Management, Inc803$39.3K<0.01%+23113F-HRTimeline
Medallion Wealth Advisors, LLC660$32.3K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…608$29.8K<0.01%-11113F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC602$29.5K<0.01%-11213F-HRTimeline
Parallel Advisors, LLC594$29.1K<0.01%+54113F-HRTimeline
Clarity Asset Management, Inc.549$26.9K0.01%+513F-HRTimeline
QUADRANT CAPITAL GROUP LLC525$25.7K<0.01%+34713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…517$25.3K<0.01%-30613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC457$22K<0.01%+26713F-HRTimelineGroup
Allworth Financial LP411$20.1K<0.01%-2,80413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.384$18.8K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…352$17.3K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc285$14K<0.01%013F-HRTimeline
Costello Asset Management, INC258$12.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…250$12.2K<0.01%+20013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP238$11.7K<0.01%013F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS236$11.6K<0.01%13F-HRTimeline
Estabrook Capital Management209$10.2K<0.01%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.195$10K<0.01%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC200$9.97K<0.01%-10713F-HRTimeline
Steward Partners Investment Advisory, L…184$9.01K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.182$9K<0.01%-313F-HRTimeline
Leonteq Securities AG168$8.24K<0.01%+4213F-HRTimeline
Parkside Financial Bank & Trust149$7.3K<0.01%+913F-HRTimeline
MassMutual Private Wealth & Trust, FSB129$6.32K<0.01%-4313F-HRTimeline
Meramec Financial Planners, LLC107$5.6K<0.01%13F-HRTimeline
DANSKE BANK A/S100$4.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC97$4.78K<0.01%+4613F-HRTimeline
VSM Wealth Advisory, LLC97$4.75K<0.01%new13F-HRTimeline
Arax Advisory Partners91$4.46K<0.01%-10,21413F-HRTimeline
SBI Securities Co., Ltd.84$4.12K<0.01%-4413F-HRTimeline
UMB Bank, n.a.78$3.82K<0.01%-5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.69$3.38K<0.01%-6913F-HRTimeline
SIMPLEX TRADING, LLC65$3.18K<0.01%-22813F-HRTimeline
TRUST CO OF VERMONT61$2.99K<0.01%013F-HRTimeline
SIGNATUREFD, LLC58$2.84K<0.01%+1213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…56$2.74K<0.01%new13F-HRTimeline
Quarry LP52$2.55K<0.01%-9213F-HRTimeline
Root Financial Partners, LLC49$2.4K<0.01%013F-HRTimeline
Covestor Ltd45$2K<0.01%-213F-HRTimeline
ROTHSCHILD INVESTMENT LLC38$1.86K<0.01%-1013F-HRTimeline
MAI Capital Management31$1.52K<0.01%+2113F-HRTimeline
Sankala Group LLC27$1.45K<0.01%13F-HRTimeline
Sound Income Strategies, LLC23$1.24K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$980<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC20$980<0.01%+1113F-HRTimeline
Bare Financial Services, Inc20$980<0.01%-9713F-HRTimeline
True Wealth Design, LLC17$833<0.01%-2513F-HRTimeline
Manchester Capital Management LLC16$784<0.01%-6,17813F-HRTimeline
Ankerstar Wealth, LLC12$588<0.01%13F-HRTimeline
FINANCIAL CONSULATE, INC11$539<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9$441<0.01%-2,04113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$343<0.01%-113F-HRTimelineGroup
Keating Financial Advisory Services, In…7$343<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$294<0.01%013F-HRTimeline
Fortitude Family Office, LLC5$245<0.01%-213F-HRTimeline
TFC Financial Management, Inc.4$196<0.01%+313F-HRTimeline
Clearstead Advisors, LLC3$147<0.01%-25913F-HRTimeline
SJS Investment Consulting Inc.3$147<0.01%+213F-HRTimeline
Abound Wealth Management3$147<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3$147<0.01%13F-HRTimeline
Sunbelt Securities, Inc.2$98<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$98<0.01%013F-HRTimeline
Torren Management, LLC1$56<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$49<0.01%-1813F-HRTimelineGroup
Caitong International Asset Management …1$49<0.01%-17313F-HR/ATimeline
Bay Harbor Wealth Management, LLC1$48<0.01%013F-HRTimeline