Titelia

Fund shareholders of California Water Service Group

ISIN US1307881029 · United States · LEI 529900QABDOBU6UVRQ36

Fund shareholders
294
Of which ETFs
84 210 other funds
Value held
≈ 1.4B $ 1.4B $ · 23M SEK · 37.5K €
Share of capital
45.6 % of 61.8M shares on Jul 20, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,606,330175.4M $0.16 %5.83 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,899,28592.4M $0.00 %3.07 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,575,92576.7M $0.09 %2.55 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,372,57866.8M $0.04 %2.22 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 1,281,03564.2M $1.17 %2.07 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 928,28045.2M $0.43 %1.50 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 792,93238.6M $0.08 %1.28 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 730,31135.5M $0.38 %1.18 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 693,42533.7M $0.42 %1.12 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 686,64433.4M $0.03 %1.11 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 665,71033.4M $0.10 %1.08 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 601,42329.3M $0.14 %0.97 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 575,53828M $0.19 %0.93 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 550,67026.8M $0.16 %0.89 %as of Jun 30, 2026 ↗
First Trust Water ETF First Trust Exchange-Traded Fund 533,22825.9M $1.40 %0.86 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 447,84021.8M $0.19 %0.72 %as of Jun 30, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 423,96821.2M $2.02 %0.69 %as of Jul 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 414,79418.7M $0.18 %0.67 %as of May 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 391,73719.1M $0.38 %0.63 %as of Jun 30, 2026 ↗
Nuance Mid Cap Value Fund Managed Portfolio Series 342,36017.2M $5.82 %0.55 %as of Jul 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 338,73317M $0.01 %0.55 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 310,98614M $0.03 %0.50 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 307,29113.9M $0.08 %0.50 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 287,01812.9M $0.06 %0.46 %as of May 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 267,98213M $0.16 %0.43 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 263,15813.2M $0.07 %0.43 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 259,31012.6M $0.15 %0.42 %as of Jun 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 241,43911.7M $0.62 %0.39 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 237,64311.9M $0.01 %0.38 %as of Jul 31, 2026 ↗
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 224,66711.3M $0.56 %0.36 %as of Jul 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 223,00410.8M $0.33 %0.36 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 220,72811.1M $0.14 %0.36 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 206,2229.3M $0.16 %0.33 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 193,4339.7M $0.06 %0.31 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 183,1688.9M $1.77 %0.30 %as of Jun 30, 2026 ↗
Calvert Global Water Fund Calvert Impact Fund, Inc. 163,0547.9M $1.40 %0.26 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 160,0337.8M $0.15 %0.26 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 159,8007.8M $0.16 %0.26 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 147,9197.4M $0.10 %0.24 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 146,8987.1M $0.33 %0.24 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 136,9946.2M $0.94 %0.22 %as of May 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 129,8296.3M $0.96 %0.21 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 126,1005.7M $0.06 %0.20 %as of May 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 123,5776.2M $0.59 %0.20 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 115,6265.2M $0.00 %0.19 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 114,9065.2M $0.19 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 111,3445.4M $0.09 %0.18 %as of Jun 30, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 104,7285.1M $1.70 %0.17 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 99,0105M $0.12 %0.16 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 93,6054.6M $0.16 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 90,7094.1M $0.00 %0.15 %as of May 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 90,1284.5M $0.19 %0.15 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 88,9554M $0.16 %0.14 %as of May 31, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 88,2884.3M $1.51 %0.14 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 85,1284.1M $0.19 %0.14 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 81,3654.1M $0.01 %0.13 %as of Jul 31, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 80,4293.9M $1.03 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 80,4044M $0.10 %0.13 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 77,4013.9M $0.17 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 76,5203.7M $0.00 %0.12 %as of Jun 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 74,3753.6M $1.40 %0.12 %as of Jun 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 74,2013.6M $0.08 %0.12 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 68,0143.1M $0.16 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 66,4933.3M $0.01 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 65,7613.2M $0.08 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 60,0133M $0.01 %0.10 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 56,7692.8M $0.14 %0.09 %as of Jun 30, 2026 ↗
Buffalo Mid Cap Growth Fund Buffalo Funds 55,0002.7M $2.36 %0.09 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 53,9612.7M $0.00 %0.09 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 53,7922.7M $0.20 %0.09 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 51,8412.5M $0.08 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 51,3772.5M $0.16 %0.08 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 51,0802.6M $0.09 %0.08 %as of Jul 31, 2026 ↗
Nuance Concentrated Value Fund Managed Portfolio Series 48,0922.4M $5.72 %0.08 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,3712.1M $0.17 %0.08 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 45,0072M $0.87 %0.07 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 44,0992.2M $0.16 %0.07 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 43,6272.2M $0.00 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 42,9422.1M $0.09 %0.07 %as of Jun 30, 2026 ↗
ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST 41,4072.1M $0.49 %0.07 %as of Jul 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 40,3662M $0.15 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 39,3031.9M $0.16 %0.06 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 37,5231.9M $0.08 %0.06 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 37,0181.8M $0.17 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 36,7821.8M $0.00 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 36,0401.8M $0.09 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 35,7731.6M $0.00 %0.06 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 34,0171.5M $0.15 %0.06 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 32,3241.6M $0.00 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 32,2691.6M $0.00 %0.05 %as of Jul 31, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 31,8711.6M $3.09 %0.05 %as of Jul 31, 2026 ↗
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 31,0221.4M $1.50 %0.05 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 30,8131.5M $0.09 %0.05 %as of Jun 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 30,6181.4M $1.09 %0.05 %as of May 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 30,06613M SEK0.03 %0.05 %as of Mar 31, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 29,9701.5M $0.97 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 29,1311.5M $0.10 %0.05 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 28,3811.4M $0.05 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 28,1771.4M $0.00 %0.05 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 28,0061.3M $0.05 %0.05 %as of May 31, 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 Mid Cap Value Fund Managed Portfolio Series 5.82 %as of Jul 31, 2026 ↗
Nuance Concentrated Value Fund Managed Portfolio Series 5.72 %as of Jul 31, 2026 ↗
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 3.09 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 2.60 %as of May 31, 2026 ↗
Buffalo Mid Cap Growth Fund Buffalo Funds 2.36 %as of Jun 30, 2026 ↗
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 2.02 %as of Jul 31, 2026 ↗
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 1.77 %as of Jun 30, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 1.70 %as of Jun 30, 2026 ↗
Global X Clean Water ETF GLOBAL X FUNDS 1.60 %as of May 31, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.56 %as of May 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
2026Q3289-528,126,754+1.1 %
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 is 1 beneficial ownership filing. 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
AMUNDI and 1 other5.83 %3,489,311as of Jun 30, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of California Water Service Group". https://titelia.com/en/stocks/california-water-service-group-US1307881029