Position in HTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,013,981
+$5,615,025 QoQ
Shares Held
98,963
+1355.3% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#60
of 313 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Jump Financial, LLC holds $9,679,384 across 6 Utilities - Regulated Water names. HTO ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
This page
|
98,963 | $6,013,981 | |
| 2 | AWK |
American Water Works Company, Inc.
|
15,699 | $2,065,674 | |
| 3 | YORW |
York Water Co
|
25,200 | $772,380 | |
| 4 | WTRG |
Essential Utilities, Inc.
|
13,835 | $530,017 | |
| 5 | CWT |
California Water Service Group
|
4,462 | $217,076 | |
| 6 | CDZI |
Cadiz Inc
|
19,200 | $80,256 |
All Filings in HTO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,013,981 | 98,963 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $398,956 | 6,800 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $459,869 | 9,387 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,904,997 | 39,117 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $1,032,381 | 18,877 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $329,035 | 6,685 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,221,762 | 21,025 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $938,006 | 17,300 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $2,154,830 | 30,735 | Shares | Sole | 2024-10-21 | |
| 2023-03-31 | $292,795 | 3,846 | Shares | Sole | 2024-10-21 | |
| 2022-12-31 | $871,492 | 10,734 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $682,905 | 11,856 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||