13F

Stock

H2o America

HTO · held by 6 managers

Reported value

$6.79M

Holders

6

+0 new · −0 exited

Holders’ est. mark

−$262K

Price effect on 5 books still in the name

Largest holder

$4.05M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC77.9K$4.05M−$141.1KAdded$1.21M
Swiss Life Asset Management Ltd51.8K$2.69M−$119.9KAdded$283.2K
Medallion Wealth Advisors, LLC660$35.2K−$534Cut−$534
DANSKE BANK A/S100$5.2K−$272Cut−$272
Leonteq Securities AG87$4.52K−$217Added$199
Essential Partners LLC39$2.03KHeld

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.