CALIFORNIA WTR SVC GROUP COM

CALIFORNIA WTR SVC GROUP COM is a security (CUSIP 130788102) tracked across SEC portfolio filings. 357 institutional managers reported $2.1B on Form 13F as of 2026-06-30; 29 registered fund positions totaling $176.7M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 357 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$467.4M10,308,555
VANGUARD GROUP INCValley Forge, PA$318.3M7,346,457
AMUNDIPARIS, I0$157.4M3,470,997
STATE STREET CORPBOSTON, MA$140.7M3,102,659
NUANCE INVESTMENTS, LLCKansas City, MO$72.7M1,603,748
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$66.9M1,475,405
FMR LLCBOSTON, MA$63.0M1,390,014
FIRST TRUST ADVISORS LPWheaton, IL$61.4M1,354,165
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$52.5M1,158,359
MORGAN STANLEYNEW YORK, NY$50.7M1,118,705
ANTIPODES PARTNERS LtdROYAL EXCHANGE, C3$36.7M753,386
Legal & General Group PlcLondon, X0$35.3M777,542
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$33.0M728,456
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCRADNOR, PA$29.4M647,515
NORTHERN TRUST CORPCHICAGO, IL$28.9M637,303

Top fund holders (N-PORT)

Showing 15 of 29 fund positions by value.

FundRegistrantValue% of fund
T. Rowe Price Small-Cap Value Fund, Inc.T. ROWE PRICE SMALL-CAP VALUE FUND, INC.$40.2M43.56%
T. Rowe Price Small-Cap Stock Fund, Inc.T. ROWE PRICE SMALL-CAP STOCK FUND, INC.$33.1M41.07%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$30.1M3.69%
T. Rowe Price Institutional Small-Cap Stock FundT. Rowe Price Equity Funds, Inc.$17.8M40.99%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$13.9M7.91%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$9.3M12.41%
NYLI CBRE Global Infrastructure Megatrends Term FundNYLI CBRE Global Infrastructure Megatrends Term Fund$8.9M101.24%
Master Small Cap Index SeriesQuantitative Master Series LLC$4.5M9.31%
VictoryShares US Small Cap High Div Volatility Wtd ETFVictory Portfolios II$3.5M137.72%
Gabelli Utility TrustGabelli Utility Trust$3.0M103.20%
Buffalo Mid Cap Growth FundBuffalo Funds$1.9M176.59%
Nuveen S&P 500 Dynamic Overwrite FundNuveen S&P 500 Dynamic Overwrite Fund$1.7M6.55%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$1.5M0.26%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$1.3M0.44%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.$1.3M14.81%

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