Position in HTO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,744
+$12,640 QoQ
Shares Held
292
+235.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 313 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $1,556,271 across 9 Utilities - Regulated Water names. HTO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
6,192 | $814,743 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
7,950 | $304,564 | |
| 3 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
52,020 | $300,675 | |
| 4 | AWR |
American States Water Co
|
576 | $47,594 | |
| 5 | YORW |
York Water Co
|
801 | $24,550 | |
| 6 | CWT |
California Water Service Group
|
491 | $23,887 | |
| 7 | HTO |
H2o America
This page
|
292 | $17,744 | |
| 8 | MSEX |
Middlesex Water Co
|
203 | $11,400 |
All Filings in HTO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,744 | 292 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,104 | 87 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,841 | 58 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,240 | 46 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,858 | 55 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $7,383 | 150 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,989 | 344 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $12,145 | 224 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,826 | 262 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,867 | 151 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,278 | 171 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,391 | 191 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,382 | 294 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $22,976 | 283 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $17,740 | 308 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $18,410 | 295 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,844 | 84 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $24,668 | 337 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $16,977 | 257 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,734 | 59 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,346 | 69 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,658 | 96 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,381 | 72 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,416 | 55 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,946 | 51 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||