Titelia

Fund shareholders of California Water Service Group

ISIN US1307881029 · United States · LEI 529900QABDOBU6UVRQ36

Fund shareholders
299
Of which ETFs
85 214 other funds
Value held
1.2B $ 23M SEK · 37.5K €
Share of capital
45.1 % of 61.8M shares on Jul 20, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,577,621162.2M $0.18 %5.79 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,894,19885.9M $0.00 %3.06 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,465,25166.4M $0.09 %2.37 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,376,68562.4M $0.04 %2.23 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,292,53554.6M $1.07 %2.09 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 885,87940.2M $0.44 %1.43 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 768,97134.9M $0.09 %1.24 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 762,75634.6M $0.43 %1.23 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 731,10333.1M $0.41 %1.18 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 662,91630.1M $0.04 %1.07 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 593,26725.1M $0.08 %0.96 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 571,72525.9M $0.13 %0.92 %as of Mar 31, 2026 ↗
First Trust Water ETF First Trust Exchange-Traded Fund 542,57424.6M $1.38 %0.88 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 538,85124.4M $0.18 %0.87 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 513,43723.3M $0.19 %0.83 %as of Mar 31, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 507,60621.4M $2.07 %0.82 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 447,84020.3M $0.21 %0.72 %as of Mar 31, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 445,03718.8M $6.49 %0.72 %as of Apr 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 405,48518.3M $0.17 %0.66 %as of Feb 28, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 391,73717.8M $0.41 %0.63 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 334,59414.1M $0.01 %0.54 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 311,33514M $0.03 %0.50 %as of Feb 28, 2026 ↗
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 310,10813.1M $0.63 %0.50 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 302,56813.7M $0.18 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 296,38413.4M $0.09 %0.48 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 289,37013M $0.06 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 263,15811.1M $0.06 %0.43 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 246,78511.2M $0.17 %0.40 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 233,0139.8M $0.01 %0.38 %as of Apr 30, 2026 ↗
NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 229,2849.7M $0.57 %0.37 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 219,5109.3M $0.12 %0.35 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 213,0959.7M $0.33 %0.34 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 204,0259.2M $0.17 %0.33 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 190,0848M $0.06 %0.31 %as of Apr 30, 2026 ↗
Calvert Global Water Fund Calvert Impact Fund, Inc. 174,5867.9M $1.46 %0.28 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 161,1777.3M $0.18 %0.26 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 150,9286.8M $0.17 %0.24 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 142,6276.5M $0.33 %0.23 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 139,7646.3M $0.06 %0.23 %as of Feb 28, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 137,0705.8M $0.15 %0.22 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 132,9586M $0.91 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 131,2525.5M $0.08 %0.21 %as of Apr 30, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 129,3075.9M $1.87 %0.21 %as of Mar 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 123,5775.2M $0.53 %0.20 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 119,6405.4M $0.22 %0.19 %as of Feb 28, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 117,8545.3M $0.92 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 115,6265.2M $0.00 %0.19 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 99,0514.5M $0.09 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 94,8534.3M $0.17 %0.15 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 92,3434.2M $0.17 %0.15 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 91,1613.9M $0.16 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 88,7664M $0.00 %0.14 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 85,0993.9M $0.75 %0.14 %as of Mar 31, 2026 ↗
Nuance Concentrated Value Fund Managed Portfolio Series 80,6573.4M $7.97 %0.13 %as of Apr 30, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 80,4293.6M $1.06 %0.13 %as of Mar 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 76,9653.5M $1.38 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 74,6163.4M $0.00 %0.12 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 74,4353.4M $0.19 %0.12 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 73,5063.1M $0.01 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 69,9633M $0.07 %0.11 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 68,1633.1M $0.18 %0.11 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 66,4932.8M $0.01 %0.11 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 63,7122.7M $0.14 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 62,6612.8M $0.08 %0.10 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 60,0132.5M $0.01 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 59,1462.7M $0.07 %0.10 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 58,6292.7M $0.11 %0.09 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 56,0722.4M $0.08 %0.09 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 53,9612.3M $0.00 %0.09 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 51,5792.3M $0.97 %0.08 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 51,3772.3M $0.17 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 46,8402M $0.15 %0.08 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 46,7002.1M $0.00 %0.08 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 45,8111.9M $0.16 %0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 43,9952M $0.18 %0.07 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 43,6271.8M $0.00 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 42,6491.9M $0.17 %0.07 %as of Mar 31, 2026 ↗
Buffalo Mid Cap Growth Fund Buffalo Funds 42,5001.9M $1.77 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 40,3421.8M $0.09 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 39,7751.8M $0.17 %0.06 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 38,6741.8M $0.19 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 36,7821.6M $0.00 %0.06 %as of Apr 30, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 35,5791.5M $2.58 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 35,2941.6M $0.00 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 33,5741.5M $0.00 %0.05 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 33,3961.4M $0.06 %0.05 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 31,9271.4M $0.16 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 31,4401.4M $0.09 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,5761.3M $0.00 %0.05 %as of Apr 30, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 30,06613M SEK0.03 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 29,6961.3M $0.15 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 29,4861.3M $0.00 %0.05 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 28,6071.3M $0.05 %0.05 %as of Feb 28, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 27,9201.3M $1.02 %0.05 %as of Feb 28, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 27,6581.2M $0.41 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 27,4481.2M $0.09 %0.04 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 27,2601.2M $0.05 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 26,9611.2M $0.01 %0.04 %as of Mar 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 26,5081.2M $0.93 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 26,3421.1M $0.18 %0.04 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Nuance Concentrated Value Fund Managed Portfolio Series 7.97 %as of Apr 30, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 6.49 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 3.19 %as of Feb 28, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 2.58 %as of Apr 30, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 2.07 %as of Apr 30, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 1.87 %as of Mar 31, 2026 ↗
Buffalo Mid Cap Growth Fund Buffalo Funds 1.77 %as of Mar 31, 2026 ↗
Calvert Global Water Fund Calvert Impact Fund, Inc. 1.46 %as of Mar 31, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.40 %as of Feb 28, 2026 ↗
First Trust Water ETF First Trust Exchange-Traded Fund 1.38 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2294+1027,831,445-1.0 %
2026Q1284-1228,120,150-2.2 %
2025Q4296+228,749,201+0.0 %
2025Q3294-1928,739,678-0.2 %
2025Q2313+1528,805,538+1.5 %
2025Q1298-728,369,891+1.5 %
2024Q4305+3627,960,102+0.2 %
2024Q3269+427,902,942+0.4 %
2024Q2265+827,780,990+8.9 %
2024Q1257-1525,502,836-4.3 %
2023Q427226,646,014

Institutional managers

328 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.10,308,555467.4M $as of Mar 31, 2026
Amundi3,470,997157.4M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.3,418,294155K $as of Mar 31, 2026
STATE STREET CORP3,102,659140.7M $as of Mar 31, 2026
NUANCE INVESTMENTS, LLC1,603,74872.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,475,40566.9M $as of Mar 31, 2026
FMR LLC1,390,01463M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,354,16561.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,158,35952.5M $as of Mar 31, 2026
MORGAN STANLEY1,118,70550.7M $as of Mar 31, 2026
Invesco Ltd.1,002,23245.4M $as of Mar 31, 2026
Legal & General Group Plc777,54235.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC728,45633M $as of Mar 31, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC647,51529.4M $as of Mar 31, 2026
NORTHERN TRUST CORP637,30328.9M $as of Mar 31, 2026
KBC Group NV577,24726.2K $as of Mar 31, 2026
Bank of New York Mellon Corp506,70223M $as of Mar 31, 2026
Nuveen, LLC425,11419.3M $as of Mar 31, 2026
Triodos Investment Management BV414,00018.8M $as of Mar 31, 2026
Beck Bode, LLC411,71418.7M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC321,31514.6M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC294,51813.4M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC289,62313.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC283,97612.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC261,25811.8M $as of Mar 31, 2026

Declared shareholders of California Water Service Group

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 7.23 %4,312,668as of Mar 31, 2026 · SCHEDULE 13G
AMUNDI and 1 other5.82 %3,470,997as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.28 %3,154,734as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of California Water Service Group". https://titelia.com/en/stocks/california-water-service-group-US1307881029