Position in HTO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$735,681
+$284,920 QoQ
Shares Held
12,106
+57.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 314 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $15,424,295 across 9 Utilities - Regulated Water names. HTO ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
38,748 | $5,098,461 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
98,527 | $3,774,569 | |
| 3 | AWR |
American States Water Co
|
35,011 | $2,892,958 | |
| 4 | CWT |
California Water Service Group
|
24,355 | $1,184,870 | |
| 5 | HTO |
H2o America
This page
|
12,106 | $735,681 | |
| 6 | CWCO |
Consolidated Water Co. Ltd.
|
22,206 | $655,077 | |
| 7 | YORW |
York Water Co
|
15,791 | $483,994 | |
| 8 | MSEX |
Middlesex Water Co
|
5,509 | $309,385 |
All Filings in HTO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,681 | 12,106 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $450,761 | 7,683 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $340,529 | 6,951 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $203,273 | 4,174 | Shares | Sole | 2025-11-14 | |
| 2021-09-30 | $395,765 | 5,991 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||