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
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 4,173189.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,032182.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,906177.1K $0.09 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 3,718168.6K $0.36 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,705167K $0.06 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,691166.4K $0.05 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,514159.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,503148K $0.00 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,488158.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 3,170143.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,924123.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,900122.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,859129.6K $0.18 %0.00 %as of Mar 31, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 2,780126K $0.08 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,681121.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,645119.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,619110.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,591116.8K $0.08 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,383107.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,18792.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,18499K $0.01 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,18092.1K $0.11 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,16598.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,99590.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 1,96988.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 1,95282.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,94487.6K $0.16 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,93587.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,84583.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,75579.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,67676K $0.06 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,66675.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,66370.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 1,57071.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1,54065K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,53064.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,49062.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1,45765.7K $1.40 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,43664.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,42864.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,42564.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,41159.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,27153.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
M3Sixty Small Cap Growth Fund 360 Funds 1,26256.9K $0.57 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,23455.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 1,20054.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,19554.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,19254K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,09746.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P Dividend Aristocrats Screened ETF DBX ETF Trust 1,09149.2K $0.91 %0.00 %as of Feb 27, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,05848K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,04947.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,04447.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,00045.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 97141K $0.14 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 93442.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 90740.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
iShares Environmental Infrastructure and Industrials ETF iShares Trust 89940.8K $0.74 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 89240.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 88240K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 80136.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 78235.5K $0.18 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 67528.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 65329.4K $0.12 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 57025.8K $0.17 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 54824.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 53022.4K $0.70 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 48121.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 47921.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 46120.9K $0.29 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 35716.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 35014.8K $0.13 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 34115.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 32013.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 30113.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 30013.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 29713.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 2129K $0.15 %0.00 %as of Apr 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 2029.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2009.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2008.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1928.1K $0.11 %0.00 %as of Apr 30, 2026 ↗
Storebrand USA Plus Storebrand Asset Management AS 18278.6K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Havsfonden FCG Fonder AB 17575.6K SEK0.16 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 1747.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1707.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 1556.5K $0.14 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1516.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1376.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1094.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1094.6K $0.06 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 974.4K $0.14 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 823.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 612.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 482K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 19856.5 $0.08 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 16725.4 $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 10453.4 $0.00 %0.00 %as of Mar 31, 2026 ↗
RURAL IMPACTO GLOBAL, FI GESCOOPERATIVO, S.A., S.G.I.I.C. 37.5K €0.95 %as of Dec 31, 2025 ↗

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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