Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

CALIFORNIA WATER SERVICE GROUP

CIK 0001035201CWT· quarter ending 2026-06-30

Shares outstanding

61,839,101

as of 2026-07-20 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

55,285,201

89.4% of shares outstanding

Holders

346

+7 vs 2026-03-31 · 54 new, 47 exited

Value

$2.7B

shares +7.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-07-20)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CWT · NYSE	61,839,101	55,285,201	89.4%	346	130788102

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	130788102	COM	346	55,285,201	61,839,101	89.4%	$2.7B	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 346 · 130788102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	10,755,498	17.39%	$523.3M	+446,943 (+4.3%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	4,379,671	7.08%	$213.1M	+89,998 (+2.1%)
3	T. Rowe Price Investment Management, Inc.	3,517,105	5.69%	$171.1M	+98,811 (+2.9%)
4	Amundi	3,486,859	5.64%	$169.7M	+15,862 (+0.5%)
5	STATE STREET CORP	3,266,850	5.28%	$158.9M	+164,191 (+5.3%)
6	VANGUARD CAPITAL MANAGEMENT LLC	2,690,663	4.35%	$130.9M	+25,438 (+1.0%)
7	ATLAS Infrastructure Partners (UK) Ltd.	1,984,605	3.21%	$96.6M	NEW
8	GEODE CAPITAL MANAGEMENT, LLC	1,555,391	2.52%	$75.7M	+79,986 (+5.4%)
9	FIRST TRUST ADVISORS LP	1,300,055	2.10%	$63.2M	-54,110 (-4.0%)
10	FMR LLC	1,281,406	2.07%	$62.3M	-108,608 (-7.8%)
11	DIMENSIONAL FUND ADVISORS LP	1,174,914	1.90%	$57.2M	+16,555 (+1.4%)
12	NUANCE INVESTMENTS, LLC	1,096,077	1.77%	$53.3M	-507,671 (-31.7%)
13	Invesco Ltd.	974,775	1.58%	$47.4M	-27,457 (-2.7%)
14	MORGAN STANLEY	948,112	1.53%	$46.1M	-170,593 (-15.2%)
15	Legal & General Group Plc	807,510	1.31%	$39.3M	+29,968 (+3.9%)
16	ANTIPODES PARTNERS Ltd	753,386	1.22%	$36.7M	NEW
17	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	747,216	1.21%	$36.4M	NEW
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	725,290	1.17%	$35.3M	-3,166 (-0.4%)
19	NORTHERN TRUST CORP	708,763	1.15%	$34.5M	+71,460 (+11.2%)
20	AQR CAPITAL MANAGEMENT LLC	681,791	1.10%	$33.2M	+512,060 (+301.7%)
21	KBC Group NV	577,247	0.93%	$28.1M	—
22	Bank of New York Mellon Corp	527,076	0.85%	$25.6M	+20,374 (+4.0%)
23	Triodos Investment Management BV	493,000	0.80%	$24.0M	+79,000 (+19.1%)
24	Beck Bode, LLC	426,692	0.69%	$20.8M	+14,978 (+3.6%)
25	VANGUARD FIDUCIARY TRUST CO	397,640	0.64%	$19.3M	+11,228 (+2.9%)
26	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	365,464	0.59%	$17.8M	+107,494 (+41.7%)
27	VICTORY CAPITAL MANAGEMENT INC	331,132	0.54%	$16.1M	+9,817 (+3.1%)
28	PRINCIPAL FINANCIAL GROUP INC	289,290	0.47%	$14.1M	-333 (-0.1%)
29	RAYMOND JAMES FINANCIAL INC	283,593	0.46%	$13.8M	-10,925 (-3.7%)
30	Nuveen, LLC	274,427	0.44%	$13.4M	-150,687 (-35.4%)
31	AMERICAN CENTURY COMPANIES INC	245,038	0.40%	$11.9M	-16,220 (-6.2%)
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	244,401	0.40%	$11.9M	+9,668 (+4.1%)
33	Public Sector Pension Investment Board	205,645	0.33%	$10.0M	-7,521 (-3.5%)
34	GOLDMAN SACHS GROUP INC	197,125	0.32%	$9.6M	-86,851 (-30.6%)
35	CITADEL ADVISORS LLC	196,394	0.32%	$9.6M	+161,696 (+466.0%)
36	D. E. Shaw & Co., Inc.	192,514	0.31%	$9.4M	+109,722 (+132.5%)
37	DUFF & PHELPS INVESTMENT MANAGEMENT CO	183,197	0.30%	$8.9M	+98,082 (+115.2%)
38	UBS Group AG	172,659	0.28%	$8.4M	-13,167 (-7.1%)
39	ProShare Advisors LLC	162,729	0.26%	$7.9M	+10,679 (+7.0%)
40	RHUMBLINE ADVISERS	158,336	0.26%	$7.7M	-16,061 (-9.2%)
41	FEDERATED HERMES, INC.	155,114	0.25%	$7.5M	+25,923 (+20.1%)
42	PANAGORA ASSET MANAGEMENT INC	152,982	0.25%	$7.4M	NEW
43	RENAISSANCE TECHNOLOGIES LLC	144,200	0.23%	$7.0M	+43,800 (+43.6%)
44	GABELLI FUNDS LLC	141,088	0.23%	$6.9M	+97,888 (+226.6%)
45	JPMORGAN CHASE & CO	135,513	0.22%	$6.8M	-15,574 (-10.3%)
46	BANK OF AMERICA CORP /DE/	133,752	0.22%	$6.5M	+11,853 (+9.7%)
47	AMERIPRISE FINANCIAL INC	130,513	0.21%	$6.3M	-5,638 (-4.1%)
48	Meiji Yasuda Asset Management Co Ltd.	123,523	0.20%	$6.0M	-10,593 (-7.9%)
49	Mariner, LLC	122,186	0.20%	$5.9M	-16,045 (-11.6%)
50	Swiss National Bank	119,700	0.19%	$5.8M	+2,200 (+1.9%)
51	Trexquant Investment LP	119,479	0.19%	$5.8M	+32,880 (+38.0%)
52	MARTINGALE ASSET MANAGEMENT L P	114,662	0.19%	$5.6M	+10,682 (+10.3%)
53	MILLENNIUM MANAGEMENT LLC	110,352	0.18%	$5.4M	+49,071 (+80.1%)
54	CANADA LIFE ASSURANCE Co	105,326	0.17%	$5.1M	+10,769 (+11.4%)
55	CRAWFORD INVESTMENT COUNSEL INC	101,589	0.16%	$4.9M	-1,400 (-1.4%)
56	PRICE T ROWE ASSOCIATES INC /MD/	97,918	0.16%	$4.8M	+14,505 (+17.4%)
57	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	95,623	0.15%	$4.7M	-10,337 (-9.8%)
58	DEUTSCHE BANK AG\	88,732	0.14%	$4.3M	-6,685 (-7.0%)
59	Sagefield Capital LP	86,243	0.14%	$4.2M	NEW
60	NIA IMPACT ADVISORS, LLC	85,841	0.14%	$4.2M	+49,925 (+139.0%)
61	Assenagon Asset Management S.A.	84,742	0.14%	$4.1M	NEW
62	WELLS FARGO & COMPANY/MN	83,459	0.13%	$4.1M	+30,652 (+58.0%)
63	WEDGE CAPITAL MANAGEMENT L L P/NC	78,417	0.13%	$3.8M	+33,852 (+76.0%)
64	Universal- Beteiligungs- und Servicegesellschaft mbH	73,443	0.12%	$3.6M	+13,171 (+21.9%)
65	FRANKLIN RESOURCES INC	68,217	0.11%	$3.3M	+644 (+1.0%)
66	ALLIANCEBERNSTEIN L.P.	66,805	0.11%	$3.0M	+989 (+1.5%)
67	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	65,931	0.11%	$3.2M	+9,658 (+17.2%)
68	Maryland State Retirement & Pension System	64,872	0.10%	$3.2M	+3,092 (+5.0%)
69	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	63,983	0.10%	$3.1M	+957 (+1.5%)
70	CAPITAL FUND MANAGEMENT S.A.	63,767	0.10%	$3.1M	+26,440 (+70.8%)
71	IEQ CAPITAL, LLC	63,323	0.10%	$3.1M	NEW
72	XTX Topco Ltd	62,648	0.10%	$3.0M	+43,269 (+223.3%)
73	PRUDENTIAL FINANCIAL INC	62,258	0.10%	$3.0M	+705 (+1.1%)
74	Magellan Asset Management Ltd	61,416	0.10%	$3.0M	—
75	JACOBS LEVY EQUITY MANAGEMENT, INC	59,973	0.10%	$2.9M	-6,516 (-9.8%)
76	Thrivent Financial for Lutherans	59,888	0.10%	$2.9M	-472 (-0.8%)
77	NORDEA INVESTMENT MANAGEMENT AB	55,906	0.09%	$2.7M	NEW
78	VANGUARD ASSET MANAGEMENT, Ltd	55,723	0.09%	$2.7M	—
79	TD Asset Management Inc	55,194	0.09%	$2.7M	-2,844 (-4.9%)
80	KORNITZER CAPITAL MANAGEMENT INC /KS	55,000	0.09%	$2.7M	+12,500 (+29.4%)
81	EXCHANGE TRADED CONCEPTS, LLC	54,088	0.09%	$2.6M	+1,276 (+2.4%)
82	Midwest Trust Co	52,002	0.08%	$2.5M	-831 (-1.6%)
83	KENNEDY CAPITAL MANAGEMENT LLC	51,638	0.08%	$2.5M	+19,868 (+62.5%)
84	STOREBRAND ASSET MANAGEMENT AS	51,054	0.08%	$2.5M	+1,889 (+3.8%)
85	Clear Harbor Asset Management, LLC	49,211	0.08%	$2.4M	-100 (-0.2%)
86	MACKENZIE FINANCIAL CORP	48,813	0.08%	$2.4M	+7,773 (+18.9%)
87	NORTHSTAR ASSET MANAGEMENT INC	48,193	0.08%	$2.3M	-11,788 (-19.7%)
88	Zurcher Kantonalbank (Zurich Cantonalbank)	47,918	0.08%	$2.3M	+934 (+2.0%)
89	MACQUARIE GROUP LTD	46,609	0.08%	$2.3M	-6,836 (-12.8%)
90	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	46,062	0.07%	$2.2M	-1,105 (-2.3%)
91	Vanguard Investments Australia, Ltd.	45,697	0.07%	$2.2M	+1,164 (+2.6%)
92	Focus Partners Wealth	45,014	0.07%	$2.2M	+16,834 (+59.7%)
93	Ilex Capital Partners (UK) LLP	44,898	0.07%	$2.2M	NEW
94	SG Americas Securities, LLC	43,334	0.07%	$2.1M	-1,001 (-2.3%)
95	CoreCommodity Management, LLC	42,138	0.07%	$2.1M	+13,577 (+47.5%)
96	SEI INVESTMENTS CO	41,171	0.07%	$2.0M	-11,712 (-22.1%)
97	FIFTH THIRD BANCORP	40,353	0.07%	$2.0M	+10,469 (+35.0%)
98	Vontobel Holding Ltd.	40,289	0.07%	$2.0M	+144 (+0.4%)
99	Cerity Partners LLC	38,046	0.06%	$1.9M	+18,930 (+99.0%)
100	Bridge City Capital, LLC	37,553	0.06%	$1.8M	-739 (-1.9%)
101	BNP PARIBAS FINANCIAL MARKETS	35,731	0.06%	$1.7M	+13,246 (+58.9%)
102	MetLife Investment Management, LLC	35,383	0.06%	$1.7M	+2,308 (+7.0%)
103	CITIGROUP INC	35,113	0.06%	$1.7M	+21,264 (+153.5%)
104	VOYA INVESTMENT MANAGEMENT LLC	34,602	0.06%	$1.7M	+1,180 (+3.5%)
105	South Dakota Investment Council	33,989	0.05%	$1.7M	-726 (-2.1%)
106	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	33,501	0.05%	$1.6M	-18,305 (-35.3%)
107	NEW YORK STATE COMMON RETIREMENT FUND	32,944	0.05%	$1.6M	+2,400 (+7.9%)
108	Russell Investments Group, Ltd.	32,499	0.05%	$1.6M	+27,330 (+528.7%)
109	Freestone Grove Partners LP	31,950	0.05%	$1.6M	+11,426 (+55.7%)
110	Illinois Municipal Retirement Fund	30,096	0.05%	$1.5M	-607 (-2.0%)
111	State of New Jersey Common Pension Fund D	29,256	0.05%	$1.4M	-19,422 (-39.9%)
112	MANUFACTURERS LIFE INSURANCE COMPANY, THE	28,929	0.05%	$1.4M	+2,546 (+9.7%)
113	Arjuna Capital	28,258	0.05%	$1.4M	-380 (-1.3%)
114	Allworth Financial LP	28,115	0.05%	$1.4M	+1,850 (+7.0%)
115	Creative Planning	27,434	0.04%	$1.3M	+9,194 (+50.4%)
116	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	26,617	0.04%	$1.3M	+2,349 (+9.7%)
117	HighTower Advisors, LLC	26,233	0.04%	$1.3M	-1,619 (-5.8%)
118	Louisiana State Employees Retirement System	26,200	0.04%	$1.3M	-200 (-0.8%)
119	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26,053	0.04%	$1.3M	+15,608 (+149.4%)
120	Jupiter Topco LLC	25,873	0.04%	$1.3M	NEW
121	VAN ECK ASSOCIATES CORP	25,289	0.04%	$1.2M	+1,173 (+4.9%)
122	Rodgers Brothers Inc.	25,075	0.04%	$1.2M	-24,950 (-49.9%)
123	MERCER GLOBAL ADVISORS INC /ADV	24,355	0.04%	$1.2M	+11,688 (+92.3%)
124	BANK OF MONTREAL /CAN/	24,091	0.04%	$1.2M	+1,950 (+8.8%)
125	Dockside LLC	23,624	0.04%	$1.1M	NEW
126	SEB Asset Management AB	23,605	0.04%	$1.1M	NEW
127	LPL Financial LLC	23,265	0.04%	$1.1M	+373 (+1.6%)
128	Vanguard Global Advisers, LLC	23,104	0.04%	$1.1M	-2,732 (-10.6%)
129	Elo Mutual Pension Insurance Co	22,854	0.04%	$1.1M	-3,245 (-12.4%)
130	Handelsbanken Fonder AB	22,716	0.04%	$1.1M	—
131	Quantinno Capital Management LP	21,708	0.04%	$1.1M	+6,813 (+45.7%)
132	State of Alaska, Department of Revenue	21,518	0.03%	$1.0M	-9,705 (-31.1%)
133	State of Tennessee, Department of Treasury	21,455	0.03%	$1.0M	+8,920 (+71.2%)
134	Quadrature Capital Ltd	21,277	0.03%	$1.0M	+10,753 (+102.2%)
135	Teton Advisors, LLC	20,060	0.03%	$976K	—
136	Allspring Global Investments Holdings, LLC	20,037	0.03%	$983K	+677 (+3.5%)
137	Mitsubishi UFJ Trust & Banking Corp	19,499	0.03%	$949K	NEW
138	WULFF, HANSEN & CO.	19,215	0.03%	$935K	-160 (-0.8%)
139	ALPS ADVISORS INC	18,598	0.03%	$905K	+563 (+3.1%)
140	Police & Firemen's Retirement System of New Jersey	17,948	0.03%	$873K	+1,267 (+7.6%)
141	CAPTRUST FINANCIAL ADVISORS	17,143	0.03%	$834K	+6,096 (+55.2%)
142	Canvas Wealth Advisors, LLC	17,079	0.03%	$831K	-5,545 (-24.5%)
143	KLP KAPITALFORVALTNING AS	16,700	0.03%	$812K	+2,500 (+17.6%)
144	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	16,459	0.03%	$801K	—
145	ARIZONA STATE RETIREMENT SYSTEM	16,457	0.03%	$801K	+77 (+0.5%)
146	AMALGAMATED BANK	16,101	0.03%	$783K	-1,062 (-6.2%)
147	YOUSIF CAPITAL MANAGEMENT, LLC	15,922	0.03%	$775K	+41 (+0.3%)
148	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15,712	0.03%	$764K	-12,600 (-44.5%)
149	Federation des caisses Desjardins du Quebec	15,182	0.02%	$739K	+337 (+2.3%)
150	GAMCO INVESTORS, INC. ET AL	15,048	0.02%	$732K	NEW
151	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	14,769	0.02%	$718K	—
152	NISA INVESTMENT ADVISORS, LLC	14,284	0.02%	$695K	+158 (+1.1%)
153	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	13,614	0.02%	$662K	—
154	Cetera Investment Advisers	13,496	0.02%	$657K	-218 (-1.6%)
155	Virtue Capital Management, LLC	13,428	0.02%	$653K	-4,150 (-23.6%)
156	Cullen Capital Management, LLC	13,060	0.02%	$635K	-19 (-0.1%)
157	FARMERS & MERCHANTS TRUST Co OF LONG BEACH	13,000	0.02%	$632K	—
158	ROYAL BANK OF CANADA	12,899	0.02%	$627K	+1,693 (+15.1%)
159	Ethic Inc.	12,749	0.02%	$620K	-1,723 (-11.9%)
160	Atria Investments, Inc	12,429	0.02%	$605K	-650 (-5.0%)
161	COMMONWEALTH EQUITY SERVICES, LLC	12,402	0.02%	$603K	-1,943 (-13.5%)
162	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	12,018	0.02%	$585K	+97 (+0.8%)
163	D.A. DAVIDSON & CO.	11,232	0.02%	$546K	+338 (+3.1%)
164	Pictet Asset Management Holding SA	11,184	0.02%	$544K	—
165	BARCLAYS PLC	11,133	0.02%	$542K	-38,440 (-77.5%)
166	INTECH INVESTMENT MANAGEMENT LLC	10,905	0.02%	$531K	-2,935 (-21.2%)
167	Daiwa Securities Group Inc.	10,852	0.02%	$528K	+198 (+1.9%)
168	Perigon Wealth Management, LLC	10,518	0.02%	$512K	-174 (-1.6%)
169	NATIXIS ADVISORS, LLC	10,432	0.02%	$507K	+297 (+2.9%)
170	Clean Yield Group	9,835	0.02%	$478K	-300 (-3.0%)
171	Resona Asset Management Co.,Ltd.	9,766	0.02%	$475K	-593 (-5.7%)
172	FOX RUN MANAGEMENT, L.L.C.	9,536	0.02%	$464K	+4,647 (+95.1%)
173	Arax Advisory Partners	8,975	0.01%	$437K	+8,610 (+2358.9%)
174	Pathstone Holdings, LLC	8,956	0.01%	$435K	+954 (+11.9%)
175	Sovereign Financial Group, Inc.	8,747	0.01%	$426K	-41 (-0.5%)
176	TWO SIGMA INVESTMENTS, LP	8,609	0.01%	$419K	-68,367 (-88.8%)
177	Squarepoint Ops LLC	8,527	0.01%	$415K	-40,489 (-82.6%)
178	Jain Global LLC	8,321	0.01%	$405K	NEW
179	GLENMEDE TRUST CO NA	8,175	0.01%	$398K	+629 (+8.3%)
180	WEDBUSH SECURITIES INC	8,100	0.01%	$394K	—
181	STATE OF WISCONSIN INVESTMENT BOARD	8,012	0.01%	$390K	-18,740 (-70.1%)
182	Catalyst Funds Management Pty Ltd	7,980	0.01%	$388K	NEW
183	CenterBook Partners LP	7,978	0.01%	$388K	-12,785 (-61.6%)
184	Green Alpha Advisors, LLC	7,830	0.01%	$381K	-13 (-0.2%)
185	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	7,737	0.01%	$376K	—
186	PRAXIS INVESTMENT MANAGEMENT INC	7,671	0.01%	$373K	—
187	SPIRIT OF AMERICA MANAGEMENT CORP/NY	7,650	0.01%	$372K	+500 (+7.0%)
188	BLACKHILL CAPITAL INC	7,600	0.01%	$370K	—
189	Sound Income Strategies, LLC	7,210	0.01%	$351K	—
190	OSAIC HOLDINGS, INC.	7,199	0.01%	$350K	-18 (-0.2%)
191	SUMMIT SECURITIES GROUP LLC	7,134	0.01%	$347K	NEW
192	Vanguard Personalized Indexing Management, LLC	7,118	0.01%	$346K	-77 (-1.1%)
193	Wealth Architects, LLC	7,032	0.01%	$342K	+277 (+4.1%)
194	XPONANCE LLC	6,943	0.01%	$338K	+438 (+6.7%)
195	Ketron Financial	6,900	0.01%	$336K	—
196	CANADA PENSION PLAN INVESTMENT BOARD	6,900	0.01%	$336K	-25,800 (-78.9%)
197	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	6,855	0.01%	$333K	+35 (+0.5%)
198	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	6,830	0.01%	$332K	—
199	HUTCHINSON CAPITAL MANAGEMENT/CA	6,789	0.01%	$330K	+177 (+2.7%)
200	Maple Capital Management, Inc.	6,667	0.01%	$324K	—
201	PFG Investments, LLC	6,638	0.01%	$323K	+3 (+0.0%)
202	Baird Financial Group, Inc.	6,497	0.01%	$316K	-1,416 (-17.9%)
203	Merit Financial Group, LLC	6,473	0.01%	$315K	NEW
204	INCEPTIONR LLC	6,429	0.01%	$313K	+1,482 (+30.0%)
205	Ensign Peak Advisors, Inc	6,364	0.01%	$310K	-250 (-3.8%)
206	TRUE Private Wealth Advisors	6,208	0.01%	$302K	+8 (+0.1%)
207	Integrated Wealth Concepts LLC	6,123	0.01%	$298K	+455 (+8.0%)
208	Legato Capital Management LLC	6,103	0.01%	$297K	—
209	Nykredit A/S	6,098	0.01%	$297K	NEW
210	ELCO Management Co., LLC	6,093	0.01%	$296K	-370 (-5.7%)
211	nVerses Capital, LLC	6,063	0.01%	$295K	NEW
212	MITCHELL MCLEOD PUGH & WILLIAMS INC	6,000	0.01%	$292K	—
213	Axxion S.A.	5,966	0.01%	$290K	NEW
214	LAZARD ASSET MANAGEMENT LLC	5,630	0.01%	$274K	—
215	Sequoia Financial Advisors, LLC	5,543	0.01%	$270K	NEW
216	Ameritas Investment Partners, Inc.	5,523	0.01%	$269K	+667 (+13.7%)
217	NEUBERGER BERMAN GROUP LLC	5,481	0.01%	$267K	-1,092 (-16.6%)
218	PNC Financial Services Group, Inc.	5,260	0.01%	$256K	-132 (-2.4%)
219	Jacobi Capital Management LLC	5,186	0.01%	$252K	-515 (-9.0%)
220	Corient Private Wealth LP	5,125	0.01%	$249K	NEW
221	Wellington Shields & Co., LLC	5,000	0.01%	$243K	—
222	BRIGHTON JONES LLC	4,997	0.01%	$243K	NEW
223	Blue Water Asset Management	4,908	0.01%	$239K	+37 (+0.8%)
224	Crossmark Global Holdings, Inc.	4,763	0.01%	$232K	—
225	US BANCORP \DE\	4,680	0.01%	$228K	-1,453 (-23.7%)
226	MISSION WEALTH MANAGEMENT, LP	4,667	0.01%	$227K	NEW
227	Rockefeller Capital Management L.P.	4,664	0.01%	$227K	+3,284 (+238.0%)
228	HOHIMER WEALTH MANAGEMENT, LLC	4,610	0.01%	$224K	+22 (+0.5%)
229	Asset Planning,Inc	4,500	0.01%	$219K	—
230	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4,466	0.01%	$217K	NEW
231	Jump Financial, LLC	4,462	0.01%	$217K	NEW
232	Corient IA LP	4,440	0.01%	$216K	—
233	STIFEL FINANCIAL CORP	4,311	0.01%	$210K	-146 (-3.3%)
234	IFM Investors Pty Ltd	4,268	0.01%	$208K	—
235	Ellevest, Inc.	4,242	0.01%	$206K	NEW
236	GREAT VALLEY ADVISOR GROUP, INC.	4,242	0.01%	$206K	NEW
237	Farther Finance Advisors, LLC	4,235	0.01%	$206K	-9 (-0.2%)
238	Steward Partners Investment Advisory, LLC	3,650	0.01%	$178K	+11 (+0.3%)
239	GAMMA Investing LLC	3,200	0.01%	$156K	-859 (-21.2%)
240	Tower Research Capital LLC (TRC)	3,074	0.00%	$150K	-6,057 (-66.3%)
241	ROTHSCHILD INVESTMENT LLC	2,789	0.00%	$136K	+119 (+4.5%)
242	Millstone Evans Group, LLC	2,250	0.00%	$109K	—
243	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	2,122	0.00%	$103K	-167 (-7.3%)
244	GHP Investment Advisors, Inc.	1,778	0.00%	$87K	-117 (-6.2%)
245	Jackson, Grant Investment Advisers, Inc.	1,661	0.00%	$81K	—
246	Global Retirement Partners, LLC	1,658	0.00%	$81K	NEW
247	State of Wyoming	1,634	0.00%	$79K	+81 (+5.2%)
248	SITTNER & NELSON, LLC	1,620	0.00%	$79K	—
249	HARBOUR INVESTMENTS, INC.	1,611	0.00%	$78K	+4 (+0.2%)
250	MATHER GROUP, LLC.	1,528	0.00%	$74K	—

Exited since 2026-03-31 (47 filers; largest 25 shown)

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	−647,515
MARSHALL WACE, LLP	−256,767
Qube Research & Technologies Ltd	−186,926
JANE STREET GROUP, LLC	−123,278
Allianz Asset Management GmbH	−58,862
HRT FINANCIAL LP	−43,235
JANUS HENDERSON GROUP PLC	−25,873
VOLORIDGE INVESTMENT MANAGEMENT, LLC	−25,216
Campbell & CO Investment Adviser LLC	−21,566
Y-Intercept (Hong Kong) Ltd	−20,082
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−16,472
Abacus Wealth Partners, LLC	−16,386
Tidal Investments LLC	−13,423
CWM, LLC	−10,873
Brevan Howard Capital Management LP	−9,597
Connor, Clark & Lunn Investment Management Ltd.	−8,315
Entropy Technologies, LP	−8,134
MIRABELLA FINANCIAL SERVICES LLP	−7,017
Holocene Advisors, LP	−6,376
Bridgewater Associates, LP	−5,771
Aprio Wealth Management, LLC	−5,275
LeClair Wealth Partners LLC	−4,871
New Age Alpha Advisors, LLC	−4,298
Advisory Services Network, LLC	−1,031
Beaird Harris Wealth Management, LLC	−846

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
AMUNDI	SCHEDULE 13G/A	2026-07-22	2026-06-30	3,489,311	5.83%
AMUNDI ASSET MANAGEMENT	SCHEDULE 13G/A	2026-07-22	2026-06-30	3,489,311	5.83%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	3,154,734	5.28%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	4,312,668	7.23%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-07-17	2025-06-30	10,201,874	17.1%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G/A	2025-02-14	2024-12-31	2,962,783	5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.