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Disclosery

HTO H2O AMERICA

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COM (common), issuer CIK 766829

304 managers (314 13F filers) reported a position in HTO shares at 2026-03-31, 44,740,624 shares in all. 62 filers opened a position and 31 filers sold out during the quarter.

Managers
304
13F filers
314
New
62
Added
141
Reduced
62
Sold out
31
Shares held by filers
44,740,624

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SYON CAPITAL LLC4,188$246K0.01%+5913F-HRTimeline
BRIGHTON JONES LLC4,074$239K0.01%new13F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth4,119$237K<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,999$235K<0.01%new13F-HRTimelineGroup
Voleon Capital Management LP3,930$231K<0.01%-18,26413F-HRTimeline
Ballentine Partners, LLC3,882$228K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,812$224K<0.01%+39913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,752$220K0.01%+1,77413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,703$217K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC3,443$202K<0.01%new13F-HRTimeline
CIBC Asset Management Inc3,431$201K<0.01%new13F-HRTimeline
GAMMA Investing LLC3,420$201K0.01%+95613F-HRTimeline
Ensign Peak Advisors, Inc2,958$174K<0.01%+20013F-HR/ATimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,872$169K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,661$156K<0.01%013F-HRTimelineGroup
IFM Investors Pty Ltd2,389$140K<0.01%new13F-HRTimeline
Essential Partners LLC2,197$129K0.04%-22813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,133$125K<0.01%-15,04213F-HRTimelineGroup
Larson Financial Group LLC2,014$118K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,875$110K<0.01%+94713F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,635$95.9K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,452$85.2K<0.01%+47613F-HRTimeline
Sterling Capital Management LLC1,105$64.8K<0.01%-81813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,020$59.9K<0.01%+4413F-HRTimelineGroup
SOUTHERN MICHIGAN BANK & TRUST1,000$58.7K0.02%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…911$53.4K<0.01%+39413F-HR/ATimelineGroup
PRIVATE TRUST CO NA858$50.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC852$50K0.01%+113F-HRTimeline
Farther Finance Advisors, LLC832$48.6K<0.01%+1913F-HRTimeline
Versant Capital Management, Inc803$47.1K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC691$40.5K<0.01%+8913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC661$39K<0.01%+20413F-HRTimelineGroup
Medallion Wealth Advisors, LLC660$38.7K0.01%013F-HRTimeline
Parallel Advisors, LLC620$36.4K<0.01%+2613F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…618$36.3K<0.01%+1013F-HRTimelineGroup
Clarity Asset Management, Inc.527$30.9K0.02%-2213F-HRTimeline
Estabrook Capital Management501$29.4K<0.01%+29213F-HRTimeline
Salomon & Ludwin, LLC479$28.3K<0.01%+27913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP489$28.3K<0.01%+25113F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.475$28K<0.01%+28013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
QUADRANT CAPITAL GROUP LLC468$27.5K<0.01%-5713F-HR/ATimeline
Allworth Financial LP443$26K<0.01%+3213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.420$24.6K<0.01%+3613F-HRTimeline
Glen Eagle Advisors, LLC406$23.8K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.384$22.5K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…352$20.7K<0.01%013F-HRTimelineGroup
Destiny Wealth Partners, LLC325$19.1K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.297$17K<0.01%+11513F-HRTimeline
AdvisorNet Financial, Inc285$16.7K<0.01%013F-HRTimeline
Costello Asset Management, INC259$15.2K0.01%+113F-HRTimeline
VEGA INVESTMENT SOLUTIONS236$13.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC233$13.7K<0.01%+13613F-HRTimeline
Arax Advisory Partners222$13K<0.01%+13113F-HRTimeline
SHP Wealth Management200$11.7K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…184$10.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust161$9.45K<0.01%+1213F-HRTimeline
Leonteq Securities AG159$9.36K<0.01%-913F-HRTimeline
Bare Financial Services, Inc155$9.09K<0.01%+13513F-HRTimeline
MassMutual Private Wealth & Trust, FSB129$7.57K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC111$6.51K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC97$5.69K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC90$5.28K<0.01%13F-HRTimeline
SIGNATUREFD, LLC87$5.1K<0.01%+2913F-HRTimeline
UMB Bank, n.a.86$5.05K<0.01%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.83$4.87K<0.01%-113F-HRTimeline
High Note Wealth, LLC77$4.52K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…71$4.17K<0.01%+6413F-HRTimeline
Root Financial Partners, LLC58$3.4K<0.01%+913F-HRTimeline
ROTHSCHILD INVESTMENT LLC56$3.29K<0.01%+1813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…56$3.27K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC55$3.23K<0.01%new13F-HRTimeline
MAI Capital Management54$3.17K<0.01%+2313F-HRTimeline
Fortitude Family Office, LLC40$2.35K<0.01%+3513F-HRTimeline
Advisory Services Network, LLC35$2.05K<0.01%new13F-HRTimeline
CVA Family Office, LLC28$1.64K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC27$1.58K<0.01%new13F-HR/ATimeline
Sankala Group LLC27$1.57K<0.01%013F-HRTimeline
Caitong International Asset Management …24$1.41K<0.01%+2313F-HRTimeline
Sound Income Strategies, LLC23$1.37K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.17K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC18$1.06K<0.01%-213F-HRTimeline
Covestor Ltd21$1K<0.01%-2413F-HRTimeline
True Wealth Design, LLC17$998<0.01%013F-HRTimeline
Manchester Capital Management LLC16$939<0.01%013F-HRTimeline
Ankerstar Wealth, LLC12$704<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC11$646<0.01%013F-HRTimeline
Sunbelt Securities, Inc.9$528<0.01%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.8$469<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.7$411<0.01%+413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$410<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$353<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5$294<0.01%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5$293<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.4$235<0.01%013F-HRTimeline
Abound Wealth Management3$177<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3$176<0.01%-613F-HRTimeline
Rialto Wealth Management, LLC2$118<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.2$117<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2$117<0.01%new13F-HRTimelineGroup
Bay Harbor Wealth Management, LLC2$117<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$117<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$59<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC1$59<0.01%new13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.