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
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 26,2681.2M $0.03 %0.04 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 26,2651.2M $0.07 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 25,9071.1M $0.08 %0.04 %as of Apr 30, 2026 ↗
ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST 24,8201M $0.27 %0.04 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,8121M $0.01 %0.04 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 24,5551.1M $0.09 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 24,1041.1M $0.09 %0.04 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 24,0051M $0.17 %0.04 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 23,3231.1M $0.17 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 22,973970.4K $0.13 %0.04 %as of Apr 30, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 22,9061M $0.29 %0.04 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 22,7169.8M SEK0.04 %0.04 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 22,1551M $0.33 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 21,040888.7K $0.04 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 20,844945.1K $0.18 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,789942.6K $0.04 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 20,734940.1K $0.03 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 20,430926.3K $0.05 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 20,386924.3K $0.18 %0.03 %as of Mar 31, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 20,060909.5K $0.50 %0.03 %as of Mar 31, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 19,488823.2K $0.03 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 19,331876.5K $0.09 %0.03 %as of Mar 31, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 18,472832.7K $0.09 %0.03 %as of Feb 28, 2026 ↗
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 18,103820.8K $1.13 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 17,952758.3K $0.00 %0.03 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 17,384788.2K $0.52 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 16,747759.3K $0.08 %0.03 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 16,488743.3K $0.37 %0.03 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 16,420744.5K $0.21 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 16,075728.8K $0.17 %0.03 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 16,003721.4K $0.01 %0.03 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 15,682711K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,460701K $0.09 %0.03 %as of Mar 31, 2026 ↗
First Trust Indxx Global Natural Resources Income ETF First Trust Exchange-Traded Fund II 15,386697.6K $0.52 %0.02 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 15,367696.7K $0.08 %0.02 %as of Mar 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 14,066637.8K $0.38 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 14,009635.2K $0.33 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 13,457606.6K $0.82 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 13,365564.5K $0.00 %0.02 %as of Apr 30, 2026 ↗
NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust 13,010586.5K $0.62 %0.02 %as of Feb 28, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 12,500566.8K $0.41 %0.02 %as of Mar 31, 2026 ↗
Global X Clean Water ETF GLOBAL X FUNDS 12,068544K $1.32 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,679529.5K $0.09 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,872492.9K $0.09 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,814490.3K $0.05 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,652483K $0.07 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,548478.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 10,416469.6K $0.21 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 9,969449.4K $3.19 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 9,731438.7K $0.02 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,618436.1K $0.02 %0.02 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,579404.6K $0.22 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,041407.6K $0.03 %0.01 %as of Feb 28, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 9,039409.8K $0.26 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 9,010380.6K $0.09 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,960378.5K $0.03 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 8,948405.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 8,666390.7K $0.25 %0.01 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 8,547387.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 8,442356.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,394380.6K $0.09 %0.01 %as of Mar 31, 2026 ↗
Tortoise Global Water Fund Tortoise Capital Series Trust 7,794351.4K $0.59 %0.01 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 7,766350.1K $0.00 %0.01 %as of Feb 28, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 7,671347.8K $0.17 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,526341.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,294330.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,291330.6K $0.09 %0.01 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 7,150324.2K $0.56 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 6,908311.4K $0.04 %0.01 %as of Feb 28, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 6,820309.2K $0.17 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,790286.8K $0.04 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,778286.3K $0.04 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 6,689303.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,610299.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 6,451272.5K $0.08 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 6,423289.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,359286.7K $0.10 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 6,272282.7K $0.23 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,097276.4K $0.09 %0.01 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 5,920268.4K $0.10 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP CBRE Global Infrastructure Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 5,771261.7K $0.58 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 5,701240.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 5,471248.1K $0.20 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 5,239237.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 5,138233K $0.18 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,040228.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 5,000226.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
ProShares DJ Brookfield Global Infrastructure ETF ProShares Trust 4,999225.4K $0.13 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,933222.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,856220.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,814203.3K $0.08 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,755214.4K $0.03 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,692198.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,561192.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,558206.7K $0.09 %0.01 %as of Mar 31, 2026 ↗
Adasina Social Justice All Cap Global ETF Tidal Trust I 4,384197.6K $0.07 %0.01 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,323196K $0.05 %0.01 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 4,300181.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 4,298194.9K $0.40 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,246192.5K $0.00 %0.01 %as of Mar 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 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