CWT · California Water Service Group · Shareholders & Ownership

$47.72 +0.18 (+0.37%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$2.94B

61.84M

Volume · Oct 23 99.68K Avg daily vol (3M) 474.87K

Every disclosed holder of CWT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CWT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	347	55,264,819	89.37%	Yes
Insiders (Forms 3, 4, 5)	26	475,802	0.77%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	6,098,480	9.86%	Rest
Registered funds (N-PORT, not summed)	299	28,422,869	45.96%	No

Shares outstanding: 61,839,101, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CWT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,755,498	17.39%	+446,943	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,606,330	5.83%	+28,709	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,575,925	2.55%	+110,674	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	575,538	0.93%	+62,101	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	267,982	0.43%	-34,586	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	259,310	0.42%	+12,525	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,379,671	7.08%	+89,998	Jun 30, 2026	carried, not yet filed for the newest quarter
3	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,517,105	5.69%	+98,811	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,486,859	5.64%	+15,862	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Amundi 13G CIK 1330387 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,489,311	5.64%	+18,314	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	KBI GLOBAL INVESTORS AQUARIUS FUND Fund S000063187 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE III, not summed	31,871	0.05%	-3,708	Jul 31, 2026	ADVISORS' INNER CIRCLE III, not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,266,850	5.28%	+164,191	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	601,423	0.97%	+29,698	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	550,670	0.89%	+11,819	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	160,033	0.26%	+9,105	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	159,800	0.26%	-1,377	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,189	0.03%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,690,663	4.35%	+25,438	Jun 30, 2026	carried, not yet filed for the newest quarter
7	ATLAS Infrastructure Partners (UK) Ltd. 13F CIK 1924953 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,984,605	3.21%	+1,984,605	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,899,285	3.07%	+5,087	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,555,391	2.52%	+79,986	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,372,578	2.22%	-4,107	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,055	2.10%	-54,110	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	First Trust Value Line Dividend Index Fund Fund S000013817 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	693,425	1.12%	-69,331	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
11.2	First Trust Water ETF Fund S000017178 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	533,228	0.86%	-9,346	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
11.3	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	53,792	0.09%	+7,981	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.4	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	9,825	0.02%	+246	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
11.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,699	0.00%	+209	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,281,406	2.07%	-108,608	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,281,035	2.07%	-11,500	Jul 31, 2026	Fidelity Securities Fund, not summed
12.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	665,710	1.08%	+72,443	Jul 31, 2026	Fidelity Salem Street Trust, not summed
12.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	310,986	0.50%	-349	May 31, 2026	Fidelity Concord Street Trust, not summed
12.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	115,626	0.19%	0	May 31, 2026	Fidelity Concord Street Trust, not summed
12.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	90,709	0.15%	+1,943	May 31, 2026	Fidelity Concord Street Trust, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,174,914	1.90%	+16,555	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	263,158	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	220,728	0.36%	+1,218	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	193,433	0.31%	+3,349	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	81,365	0.13%	+7,859	Jul 31, 2026	Dimensional ETF Trust, not summed
13.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	66,493	0.11%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	NUANCE INVESTMENTS, LLC 13F CIK 1473182 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,077	1.77%	-507,671	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Nuance Mid Cap Value Fund Fund S000043170 · Registered fund · Jul 31, 2026 Managed Portfolio Series, not summed	342,360	0.55%	-102,677	Jul 31, 2026	Managed Portfolio Series, not summed
14.2	Nuance Concentrated Value Fund Fund S000031968 · Registered fund · Jul 31, 2026 Managed Portfolio Series, not summed	48,092	0.08%	-32,565	Jul 31, 2026	Managed Portfolio Series, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	974,775	1.58%	-27,457	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco S&P Global Water Index ETF Fund S000060819 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	423,968	0.69%	-83,638	Jul 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.2	Invesco Water Resources ETF Fund S000003048 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	224,667	0.36%	-85,441	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	51,080	0.08%	-4,992	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	45,007	0.07%	-6,572	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.5	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	25,253	0.04%	-1,012	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
16	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	948,112	1.53%	-170,593	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	48	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
17	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	807,510	1.31%	+29,968	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	792,932	1.28%	+23,961	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	ANTIPODES PARTNERS Ltd 13F CIK 1652442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	753,386	1.22%	+753,386	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	747,216	1.21%	+747,216	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	241,439	0.39%	—	Jun 30, 2026	Delaware VIP Trust, not summed
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,290	1.17%	-3,166	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	287,018	0.46%	-2,352	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	147,919	0.24%	+16,667	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	126,100	0.20%	-13,664	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,523	0.06%	+4,127	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	36,782	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	708,763	1.15%	+71,460	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	30,813	0.05%	+3,365	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares STOXX Global Broad Infrastructure Index Fund Fund S000042071 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	26,709	0.04%	+7,221	Jul 31, 2026	FlexShares Trust, not summed
22.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,504	0.01%	-185	Jun 30, 2026	Northern Funds, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,620	0.00%	+80	Jul 31, 2026	FlexShares Trust, not summed
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	686,644	1.11%	+23,728	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	681,791	1.10%	+512,060	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,210	0.04%	—	Jun 30, 2026	AQR Funds, not summed
25	KBC Group NV 13F CIK 1411133 · Unknown · Sep 30, 2026	577,510	0.93%	+263	Sep 30, 2026
26	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	527,076	0.85%	+20,374	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,289	0.00%	+109	Jul 31, 2026	BNY Mellon ETF Trust, not summed
27	Triodos Investment Management BV 13F CIK 1748729 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	493,000	0.80%	+79,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	447,840	0.72%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
29	Beck Bode, LLC 13F CIK 1790548 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	426,692	0.69%	+14,978	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	414,794	0.67%	+9,309	May 31, 2026	VANGUARD WORLD FUND, not summed
31	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	397,640	0.64%	+11,228	Jun 30, 2026	carried, not yet filed for the newest quarter
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	365,464	0.59%	+107,494	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	338,733	0.55%	+4,139	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
34	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	331,132	0.54%	+9,817	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	223,004	0.36%	+9,909	Jun 30, 2026	Victory Portfolios II, not summed
34.2	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	74,375	0.12%	-2,590	Jun 30, 2026	Victory Portfolios II, not summed
34.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,865	0.01%	+87	Jul 31, 2026	Victory Portfolios III, not summed
34.4	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	761	0.00%	+34	Dec 31, 2025	Victory Portfolios II, not summed
35	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	307,291	0.50%	+10,907	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
36	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	289,290	0.47%	-333	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	44,099	0.07%	-2,741	Jul 31, 2026	Principal Funds, Inc, not summed
36.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,036	0.01%	+2,084	Jul 31, 2026	Principal Funds, Inc, not summed
37	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	283,593	0.46%	-10,925	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	274,427	0.44%	-150,687	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	99,010	0.16%	-38,060	Jul 31, 2026	TIAA-CREF Funds, not summed
38.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	80,404	0.13%	+10,441	Jul 31, 2026	TIAA-CREF Funds, not summed
38.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	53,961	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
38.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	2,059	0.00%	-800	Jun 30, 2026	TIAA-CREF Life Funds, not summed
38.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	1,192	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
39	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	245,038	0.40%	-16,220	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Utilities Fund Fund S000005982 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	104,728	0.17%	-24,579	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
40	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	244,401	0.40%	+9,668	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	237,643	0.38%	+4,630	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
42	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	206,222	0.33%	+2,197	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
43	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	205,645	0.33%	-7,521	Jun 30, 2026	carried, not yet filed for the newest quarter
44	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	197,125	0.32%	-86,851	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,001	0.01%	+93	May 31, 2026	Goldman Sachs ETF Trust, not summed
44.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	5,748	0.01%	+708	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
45	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	196,394	0.32%	+161,696	Jun 30, 2026	carried, not yet filed for the newest quarter
46	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	192,514	0.31%	+109,722	Jun 30, 2026	carried, not yet filed for the newest quarter
47	DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F CIK 765443 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	183,197	0.30%	+98,082	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Virtus Duff & Phelps Water Fund Fund S000021463 · Registered fund · Jun 30, 2026 Virtus Strategy Trust, not summed	183,168	0.30%	+98,069	Jun 30, 2026	Virtus Strategy Trust, not summed
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	172,659	0.28%	-13,167	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Calvert Global Water Fund Fund S000024182 · Registered fund · Jun 30, 2026 Calvert Impact Fund, Inc., not summed	163,054	0.26%	-11,532	Jun 30, 2026	Calvert Impact Fund, Inc., not summed

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Key facts CIK 1035201 CUSIP 130788102 13F (30d) 56 filings 56 filers Visit website Investor relations