H2O AMERICA — reported holders
14 institutional managers with a reported position
This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.
Aggregates
computed from the rows belowManagers reporting
14
Combined reported value
$33.6M
Top 5 concentration
94.8%
Median position
$709.9K
Largest position
$12.3M
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
14
| Manager | Quarter | Value | Shares | Filed |
|---|---|---|---|---|
| Ausbil Investment Management Ltd | 2026Q2 | $12.3M | 203,028 | 2026-07-10 |
| Assenagon Asset Management S.A. | 2026Q2 | $10.9M | 179,910 | 2026-07-08 |
| Boston Trust Walden Corp | 2026Q2 | $3.7M | 60,970 | 2026-07-24 |
| E. Ohman J:or Asset Management AB | 2026Q2 | $3.4M | 55,208 | 2026-07-10 |
| CHATHAM CAPITAL GROUP, INC. | 2026Q2 | $1.5M | 24,882 | 2026-07-13 |
| Abel Hall, LLC | 2026Q2 | $739K | 12,161 | 2026-07-24 |
| Abacus Wealth Partners, LLC | 2026Q2 | $709.9K | 11,682 | 2026-07-22 |
| CERTIOR FINANCIAL GROUP, LLC | 2026Q2 | $203.2K | 3,343 | 2026-07-20 |
| Versant Capital Management, Inc | 2026Q2 | $59.6K | 980 | 2026-07-02 |
| AdvisorNet Financial, Inc | 2026Q2 | $17.3K | 285 | 2026-07-23 |
| MassMutual Private Wealth & Trust, FSB | 2026Q2 | $7.8K | 129 | 2026-07-02 |
| AMALGAMATED BANK | 2026Q2 | $636 | 10,459 | 2026-07-23 |
| DiNuzzo Private Wealth, Inc. | 2026Q2 | $365 | 6 | 2026-07-10 |
| Abound Wealth Management | 2026Q2 | $122 | 2 | 2026-07-10 |