CWT — California Wtr Svc Group Com Institutional Holders · Q3 2026
Who owns California Wtr Svc Group Com (CWT)? 11 institutions reported holding $760,016 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($328,776), Farther Finance Advisors, LLC ($200,759), GAMMA Investing LLC ($149,360).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $328,776 | 7,210 | Hold |
| 2 | Farther Finance Advisors, LLC | $200,759 | 4,339 | Added |
| 3 | GAMMA Investing LLC | $149,360 | 3,228 | Added |
| 4 | Versant Capital Management, Inc | $67,786 | 1,465 | Added |
| 5 | MassMutual Private Wealth & Trust, FSB | $8,144 | 176 | Hold |
| 6 | GK Wealth Management LLC | $4,543 | 98 | New |
| 7 | CoreCap Advisors, LLC | $416 | 9 | Hold |
| 8 | Davis Capital Management | $139 | 3 | Hold |
| 9 | GILPIN WEALTH MANAGEMENT, LLC | $93 | 2 | Hold |
| 10 | Green Alpha Advisors, LLC | $0 | 0 | Exited |
| 11 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30