AWR — Amer States Wtr Co Com Institutional Holders · Q3 2026
Who owns Amer States Wtr Co Com (AWR)? 13 institutions reported holding $8.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($6.8M), Farther Finance Advisors, LLC ($624,309), GAMMA Investing LLC ($325,697).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $6.8M | 83,073 | New |
| 2 | Farther Finance Advisors, LLC | $624,309 | 7,583 | Added |
| 3 | GAMMA Investing LLC | $325,697 | 3,956 | Added |
| 4 | VISTA INVESTMENT PARTNERS LLC | $288,155 | 3,500 | Hold |
| 5 | Martin Capital Partners, LLC | $285,603 | 3,469 | Trimmed |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $29,804 | 362 | Hold |
| 7 | Versant Capital Management, Inc | $20,829 | 253 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $4,940 | 60 | Hold |
| 9 | GK Wealth Management LLC | $2,813 | 34 | New |
| 10 | Trust Co | $2,072 | 25 | Hold |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $577 | 7 | Trimmed |
| 12 | Davis Capital Management | $165 | 2 | Hold |
| 13 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30