# CALIFORNIA WTR SVC GROUP (CWT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CWT/

- Reporting holders: 9
- Reported value: $760.0K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $328.8K | 7,210 | 0.0% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $200.8K | 4,339 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $149.4K | 3,228 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $67.8K | 1,465 | 0.0% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $8.1K | 176 | 0.0% | 20 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $4.5K | 98 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $416 | 9 | 0.0% | 2 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $139 | 3 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $93 | 2 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $760.0K |
| Q2 2026 | 347 | $2.9B |
| Q1 2026 | 336 | $2.3B |
| Q4 2025 | 330 | $2.2B |
| Q3 2025 | 336 | $2.3B |
| Q2 2025 | 335 | $2.3B |
| Q1 2025 | 328 | $2.4B |
| Q4 2024 | 322 | $2.2B |
| Q3 2024 | 323 | $2.6B |
| Q2 2024 | 298 | $2.3B |
| Q1 2024 | 272 | $2.3B |
| Q4 2023 | 282 | $2.5B |