AMER STATES WTR CO COM

AMER STATES WTR CO COM is a security (CUSIP 029899101) tracked across SEC portfolio filings. 414 institutional managers reported $2.3B on Form 13F as of 2026-06-30; 28 registered fund positions totaling $108.1M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 414 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$518.9M6,861,854
VANGUARD GROUP INCValley Forge, PA$360.7M4,975,947
NEUBERGER BERMAN GROUP LLCNEW YORK, NY$191.2M2,527,892
STATE STREET CORPBOSTON, MA$156.1M2,064,857
MORGAN STANLEYNEW YORK, NY$98.5M1,302,331
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$70.7M934,365
FIRST TRUST ADVISORS LPWheaton, IL$63.2M836,092
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$56.0M741,079
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Paris, I0$35.8M474,050
AQR CAPITAL MANAGEMENT LLCGreenwich, CT$35.8M473,537
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$34.9M462,056
NORTHERN TRUST CORPCHICAGO, IL$33.4M441,436
Bank of New York Mellon CorpNEW YORK, NY$28.3M342,941
JPMORGAN CHASE & CONEW YORK, NY$19.0M247,631
VICTORY CAPITAL MANAGEMENT INCSan Antonio, TX$18.4M243,440

Top fund holders (N-PORT)

Showing 15 of 28 fund positions by value.

FundRegistrantValue% of fund
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$32.5M3.99%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$15.4M8.76%
VANGUARD STRATEGIC EQUITY FUNDVANGUARD HORIZON FUNDS$11.6M11.49%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$9.6M12.80%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND$7.1M3.26%
Master Small Cap Index SeriesQuantitative Master Series LLC$4.7M9.85%
VictoryShares US Small Cap High Div Volatility Wtd ETFVictory Portfolios II$4.2M164.64%
Gabelli Utility TrustGabelli Utility Trust$3.9M134.79%
Bridge Builder Tax Managed Small/Mid Cap FundBridge Builder Trust$3.5M11.57%
Gabelli Dividend & Income TrustGabelli Dividend & Income Trust$2.5M9.41%
Value Line Small Cap Opportunities Fund, Inc.Value Line Small Cap Opportunities Fund, Inc.$2.3M29.64%
VANGUARD MARKET NEUTRAL FUNDVANGUARD MONTGOMERY FUNDS$1.9M43.91%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$1.7M0.29%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.$1.5M17.15%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$1.4M0.48%

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