Position in HTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$195,436
+$39,316 QoQ
Shares Held
3,216
+20.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#222
of 313 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $3,817,851 across 11 Utilities - Regulated Water names. HTO ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTRG |
Essential Utilities, Inc.
|
68,480 | $2,623,468 | |
| 2 | AWR |
American States Water Co
|
3,624 | $299,451 | |
| 3 | CWT |
California Water Service Group
|
5,523 | $268,693 | |
| 4 | AWK |
American Water Works Company, Inc.
|
1,678 | $220,791 | |
| 5 | HTO |
H2o America
This page
|
3,216 | $195,436 | |
| 6 | MSEX |
Middlesex Water Co
|
1,691 | $94,966 | |
| 7 | YORW |
York Water Co
|
1,406 | $43,093 | |
| 8 | CWCO |
Consolidated Water Co. Ltd.
|
1,262 | $37,229 |
All Filings in HTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,436 | 3,216 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $156,120 | 2,661 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $130,362 | 2,661 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $129,590 | 2,661 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $171,864 | 3,307 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $180,859 | 3,307 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $162,770 | 3,307 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $192,169 | 3,307 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $179,305 | 3,307 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $187,143 | 3,307 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $216,112 | 3,307 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $185,259 | 3,082 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $179,551 | 2,561 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $164,593 | 2,162 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $175,532 | 2,162 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $116,697 | 2,026 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $126,442 | 2,026 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $153,771 | 2,210 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $161,772 | 2,210 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $145,992 | 2,210 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $139,893 | 2,210 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $139,207 | 2,210 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $153,285 | 2,210 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $143,994 | 2,366 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $146,952 | 2,366 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $136,683 | 2,366 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||