Position in HTO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$450,913
+$27,727 QoQ
Shares Held
7,420
+2.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#188
of 314 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,055,149 across 3 Utilities - Regulated Water names. HTO ranks #1 (42.7% of the industry book) .
All Filings in HTO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,913 | 7,420 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $423,186 | 7,213 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $337,982 | 6,899 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $395,543 | 7,611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $421,058 | 7,699 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $374,121 | 7,601 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $437,626 | 7,531 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $435,440 | 8,031 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $482,769 | 8,531 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $443,138 | 6,781 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $407,605 | 6,781 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $622,506 | 8,879 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $95,814 | 24,134 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $501,835 | 6,181 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $385,756 | 6,181 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $430,073 | 6,181 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $452,449 | 6,181 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $408,316 | 6,181 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $391,257 | 6,181 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $389,341 | 6,181 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $428,714 | 6,181 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||