Otter TailOTTR
13F holders, Q2 2025 (June 30)345holders +12
43new positions
31sold out
8famous investors
$77.08avg. 13F price*
At the end of Q2 2025, 345 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 12 from Q1 2025. 43 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($495.6M), Vanguard Group Inc. ($396.5M) and State Street Corp. ($121.2M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $24.6M |
| Exits | 31 | $14.2M |
All 13F filers, Q1 2025 → Q2 2025: 1,480,332 shares bought and 1,367,349 shares sold, net +112,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| BlackRock, Inc. | 0.01% | Reduce -3.8% | 6,428,579 | $495.6M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 5,142,810 | $396.5M |
| State Street Corp. | 0.00% | Reduce -2.0% | 1,571,945 | $121.2M |
| First Trust Advisors LP | 0.08% | Reduce -0.8% | 1,243,574 | $95.9M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.4% | 1,010,613 | $77.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.0% | 884,507 | $68.2M |
| Caisse de depot et placement du Quebec | 0.09% | Add +38.8% | 563,973 | $43.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.1% | 534,328 | $41.2M |
| Millennium Management | 0.03% | Add +53.6% | 476,582 | $36.7M |
| Gabelli Funds LLC | 0.26% | Reduce -0.2% | 469,600 | $36.2M |
| Morgan Stanley | 0.00% | Add +7.9% | 430,896 | $33.2M |
| Bank of America Corp. | 0.00% | Add +31.6% | 409,157 | $31.5M |
| Northern Trust Corp. | 0.00% | Reduce -17.6% | 407,973 | $31.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.0% | 384,470 | $29.6M |
| JPMorgan Chase & Co. | 0.00% | Add +20.4% | 341,495 | $26.3M |
| GAMCO Investors | 0.21% | Add +0.1% | 273,392 | $21.1M |
| Invesco Ltd. | 0.00% | Reduce -20.5% | 254,207 | $19.6M |
| Citadel Advisors | 0.02% | Add +32.5% | 236,061 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -10.4% | 207,555 | $16.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -15.9% | 185,000 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.3% | 181,796 | $14.0M |
| Federated Hermes, Inc. | 0.02% | Reduce -5.5% | 171,526 | $13.2M |
| D. E. Shaw & Co. | 0.01% | Add +63.3% | 164,726 | $12.7M |
| Tudor Investment Corporation | 0.09% | Add +54.9% | 154,591 | $11.9M |
| Nuveen, LLC | 0.00% | Reduce -6.0% | 154,584 | $11.9M |
| Public Sector Pension Investment Board | 0.05% | Add +7.7% | 142,860 | $11.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -20.5% | 139,921 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +11.6% | 129,953 | $10.0M |
| Victory Capital Management Inc. | 0.01% | Add +5.8% | 124,701 | $9.6M |
| Bank & Trust Co | 7.51% | Reduce -0.5% | 122,844 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 119,386 | $9.2M |
| Legal & General Group Plc | 0.00% | Add +5.4% | 112,041 | $8.6M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -6.4% | 110,665 | $8.5M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 109,225 | $8.4M |
| Voloridge Investment Management, LLC | 0.03% | Add +9.6% | 107,909 | $8.3M |
| Phocas Financial Corp. | 1.06% | Add +0.0% | 95,919 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +70.0% | 92,011 | $7.1M |
| Whittier Trust Co. | 0.08% | Add +2.3% | 88,409 | $6.8M |
| ProShare Advisors LLC | 0.01% | Reduce -12.3% | 84,990 | $6.6M |
| UBS Group AG | 0.00% | Reduce -17.6% | 82,661 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -13.2% | 76,628 | $6.2M |
| Denali Advisors LLC | 0.64% | Add +16.5% | 79,175 | $6.1M |
| Barclays PLC | 0.00% | Add +39.2% | 79,170 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +72.6% | 78,778 | $6.1M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -21.4% | 78,154 | $6.0M |
| Intech Investment Management LLC | 0.06% | Add +309.5% | 77,416 | $6.0M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +168.2% | 73,695 | $5.7M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 72,000 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Add +182.7% | 69,586 | $5.4M |
| New York State Common Retirement Fund | 0.01% | Add +5.3% | 67,583 | $5.2M |
| Buck Wealth Strategies, LLC | 0.78% | Add +11.3% | 66,128 | $5.1M |
| LPL Financial LLC | 0.00% | Add +4.6% | 63,344 | $4.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -14.9% | 60,387 | $4.7M |
| LSV Asset Management | 0.01% | New | 59,700 | $4.6M |
| Marshall Wace, LLP | 0.01% | Add +55.9% | 59,017 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 54,481 | $4.2M |
| HRT Financial LP | 0.02% | New | 50,562 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -16.1% | 50,034 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -3.0% | 49,150 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +3.3% | 47,266 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 46,647 | $3.6M |
| Vest Financial, LLC | 0.04% | Add +37.4% | 41,216 | $3.2M |
| First Manhattan Co. Llc. | 0.01% | Reduce -2.3% | 40,960 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 40,802 | $3.1M |
| Palisades Investment Partners, LLC | 1.35% | No change | 40,191 | $3.1M |
| Renaissance Technologies | 0.00% | New | 39,110 | $3.0M |
| Bridgeway Capital Management, LLC | 0.07% | No change | 38,100 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +23.6% | 37,961 | $2.9M |
| ExodusPoint Capital Management, LP | 0.04% | New | 37,695 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -18.1% | 35,614 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 35,000 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.0% | 34,996 | $2.7M |
| California State Teachers Retirement System | 0.00% | No change | 34,937 | $2.7M |
| Los Angeles Capital Management LLC | 0.01% | Add +10.6% | 33,417 | $2.6M |
| Martingale Asset Management L P | 0.06% | Reduce -0.6% | 33,062 | $2.5M |
| US Bancorp \de | 0.00% | Reduce -1.1% | 32,392 | $2.5M |
| Royce & Associates LP | 0.03% | Add +4.6% | 31,760 | $2.4M |
| Quantbot Technologies LP | 0.06% | Reduce -0.8% | 31,585 | $2.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +4.8% | 30,854 | $2.4M |
| Edgestream Partners, L.P. | 0.07% | Add +14.3% | 30,422 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -15.9% | 30,254 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +25.7% | 28,758 | $2.2M |
| Verition Fund Management LLC | 0.01% | Add +59.0% | 27,255 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -7.6% | 25,973 | $2.0M |
| OneAscent Financial Services LLC | 0.14% | Reduce -49.5% | 24,710 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Add +7.6% | 24,929 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.6% | 24,569 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Add +74.1% | 24,348 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -1.7% | 23,947 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.2% | 23,415 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 23,253 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.5% | 22,249 | $1.7M |
| Alps Advisors Inc. | 0.01% | Reduce -0.3% | 22,180 | $1.7M |
| Comerica Bank | 0.01% | Reduce -5.9% | 22,044 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +5.0% | 21,715 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 21,601 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.1% | 21,135 | $1.6M |
| Aquatic Capital Management LLC | 0.03% | Add +117.2% | 20,720 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.2% | 20,377 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.5% | 19,600 | $1.5M |
| AlphaQuest LLC | 0.14% | Add +131.0% | 19,044 | $1.5M |
| Nebula Research & Development LLC | 0.12% | Reduce -28.1% | 18,757 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.5% | 17,610 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +0.0% | 17,666 | $1.4M |
| John G Ullman & Associates Inc. | 0.18% | No change | 15,950 | $1.2M |
| Atom Investors LP | 0.11% | New | 15,731 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +6.2% | 15,726 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.3% | 15,548 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.2% | 15,184 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -34.0% | 14,714 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -43.9% | 14,686 | $1.1M |
| North Star Investment Management Corp. | 0.08% | Add +0.0% | 14,684 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 14,539 | $1.1M |
| WINTON GROUP Ltd | 0.06% | Reduce -0.1% | 14,363 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Add +206.4% | 14,226 | $1.1M |
| Weiss Asset Management LP | 0.02% | New | 13,803 | $1.1M |
| Advisors Asset Management, Inc. | 0.02% | Add +11.6% | 13,644 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -1.8% | 13,528 | $1.0M |
| AQR Capital Management | 0.00% | Reduce -42.4% | 13,077 | $1.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -18.4% | 12,996 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.8% | 12,691 | $978K |
| Twinbeech Capital LP | 0.02% | Add +75.2% | 12,585 | $970K |
| Maryland State Retirement & Pension System | 0.02% | Add +1.2% | 12,315 | $949K |
| Bank of Montreal | 0.00% | Reduce -0.7% | 12,060 | $930K |
| NJ State Employees Deferred Compensation Plan | 0.11% | No change | 12,000 | $925K |
| Amalgamated Bank | 0.01% | Add +0.2% | 11,950 | $921K |
| Cetera Investment Advisers | 0.00% | Add +7.1% | 11,629 | $896K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,503 | $887K |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 11,044 | $851K |
| Arizona State Retirement System | 0.00% | Add +1.6% | 10,972 | $846K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.5% | 10,758 | $829K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +25.0% | 10,633 | $820K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.8% | 10,316 | $815K |
| XTX Topco Ltd | 0.03% | New | 10,578 | $815K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -28.0% | 10,560 | $814K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.9% | 10,508 | $810K |
| Cwm, LLC | 0.00% | Reduce -2.7% | 10,418 | $803K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 10,200 | $786K |
| Vista Investment Partners LLC | 0.22% | Reduce -0.9% | 9,812 | $756K |
| Two Sigma Advisers, LP | 0.00% | Reduce -9.3% | 9,800 | $755K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.1% | 9,623 | $742K |
| Foster & Motley Inc. | 0.04% | Reduce -1.2% | 9,085 | $700K |
| Sterling Capital Management LLC | 0.01% | Add +6.6% | 9,035 | $697K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.7% | 8,864 | $683K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.2% | 8,609 | $664K |
| James Investment Research, Inc. | 0.08% | No change | 8,302 | $640K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.2% | 8,284 | $639K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.1% | 8,274 | $638K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.8% | 8,142 | $628K |
| Focus Partners Wealth | 0.00% | Add +0.1% | 8,046 | $620K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.0% | 7,630 | $588K |
| Vident Advisory, LLC | 0.01% | Reduce -8.9% | 7,577 | $584K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 7,459 | $575K |
| Alerus Financial NA | 0.04% | New | 7,424 | $572K |
| MML Investors Services, LLC | 0.00% | Add +2.6% | 7,373 | $568K |
| Entropy Technologies, LP | 0.05% | Reduce -19.6% | 7,358 | $567K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.8% | 7,228 | $557K |
| Amundi | 0.00% | New | 6,887 | $547K |
| Creative Planning | 0.00% | Reduce -20.7% | 6,993 | $539K |
| Virtus Advisers, LLC | 0.33% | Reduce -54.6% | 6,854 | $528K |
| RBA Wealth Management, LLC | 0.20% | Reduce -3.9% | 6,821 | $526K |
| HSBC Holdings PLC | 0.00% | Add +13.3% | 6,748 | $525K |
| Sei Investments Co. | 0.00% | Reduce -9.4% | 6,709 | $517K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 6,687 | $516K |
| Holocene Advisors, LP | 0.00% | Reduce -68.0% | 6,597 | $509K |
| FMR LLC | 0.00% | Add +1.0% | 6,424 | $495K |
| D.A. Davidson & Co. | 0.00% | Add +3.6% | 6,384 | $492K |
| Bokf, NA | 0.01% | Add +3.1% | 6,299 | $486K |
| HighTower Advisors, LLC | 0.00% | Add +11.1% | 6,219 | $479K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.7% | 6,190 | $477K |
| CW Advisors, LLC | 0.00% | Add +97.5% | 6,130 | $473K |
| Jones Financial Companies LLLP | 0.00% | Add +7.1% | 5,960 | $468K |
| Teacher Retirement System of Texas | 0.00% | Add +4.0% | 5,723 | $441K |
| Quantinno Capital Management LP | 0.00% | Add +26.3% | 5,721 | $441K |
| iSAM Funds (UK) Ltd | 0.10% | Add +79.0% | 5,690 | $439K |
| Trexquant Investment LP | 0.00% | Reduce -93.4% | 5,642 | $435K |
| New Age Alpha Advisors, LLC | 0.02% | Add +2.1% | 5,429 | $419K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.6% | 5,383 | $415K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $406K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 5,037 | $388K |
| Hendershot Investments Inc. | 0.05% | No change | 5,000 | $385K |
| Valtinson Bruner Financial Planning LLC | 0.12% | No change | 4,937 | $381K |
| Cynosure Group, LLC | 0.04% | Add +13.9% | 4,905 | $378K |
| Cibc World Markets Corp. | 0.00% | Reduce -48.2% | 4,751 | $366K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 4,718 | $364K |
| Alternative Investment Advisors, LLC. | 0.18% | Add +0.7% | 4,680 | $361K |
| Occudo Quantitative Strategies LP | 0.04% | New | 4,675 | $360K |
| Brevan Howard Capital Management LP | 0.00% | New | 4,630 | $357K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $355K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.7% | 4,534 | $350K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 4,483 | $346K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 4,479 | $345K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.9% | 4,457 | $344K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 4,390 | $338K |
| Point72 Asset Management | 0.00% | New | 4,358 | $336K |
| Accredited Investors Inc. | 0.02% | Add +0.3% | 4,324 | $333K |
| Harbour Investments, Inc. | 0.01% | Add +3.1% | 4,266 | $329K |
| Secure Asset Management, LLC | 0.06% | No change | 4,246 | $327K |
| Wealth Forward, LLC | 0.22% | No change | 4,238 | $327K |
| Independent Advisor Alliance | 0.01% | No change | 4,235 | $326K |
| Guggenheim Capital LLC | 0.00% | Add +43.1% | 4,191 | $323K |
| Bell Bank | 0.01% | No change | 4,086 | $315K |
| Jump Financial, LLC | 0.00% | New | 4,070 | $314K |
| First Citizens Bank & Trust Co. | 0.01% | New | 4,058 | $313K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +604.6% | 4,009 | $309K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,991 | $308K |
| Stifel Financial Corp. | 0.00% | Reduce -8.3% | 3,974 | $306K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.9% | 3,937 | $304K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,913 | $302K |
| Centiva Capital, LP | 0.02% | New | 3,839 | $296K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Reduce -61.8% | 3,819 | $294K |
| Lido Advisors, LLC | 0.00% | New | 3,718 | $287K |
| Savant Capital, LLC | 0.00% | Reduce -21.1% | 3,711 | $286K |
| Capstone Investment Advisors, LLC | 0.00% | New | 3,698 | $285K |
| Ifrah Financial Services, Inc. | 0.08% | Add +0.2% | 3,686 | $284K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $284K |
| Engineers Gate Manager LP | 0.00% | Reduce -45.2% | 3,638 | $280K |
| Aigen Investment Management, LP | 0.04% | Reduce -41.6% | 3,586 | $276K |
| Jain Global LLC | 0.00% | Add +20.5% | 3,511 | $271K |
| Atlas Brown,Inc. | 0.09% | No change | 3,491 | $269K |
| SG Americas Securities, LLC | 0.00% | New | 3,432 | $265K |
| Old National Bancorp | 0.00% | New | 3,285 | $253K |
| Farringdon Capital, Ltd. | 0.08% | New | 3,178 | $245K |
| Lifelong Wealth Advisors, Inc. | 0.08% | Reduce -0.3% | 3,164 | $244K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.1% | 3,095 | $239K |
| Tidal Investments LLC | 0.00% | New | 2,992 | $231K |
| Vestcor Inc | 0.01% | No change | 2,969 | $229K |
| Xponance LLC | 0.00% | Reduce -4.1% | 2,970 | $229K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.2% | 2,958 | $228K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 2,880 | $222K |
| Quadrature Capital Ltd | 0.00% | New | 2,847 | $219K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 2,840 | $219K |
| CIBC Asset Management Inc | 0.00% | No change | 2,825 | $218K |
| Ethic Inc. | 0.00% | New | 2,757 | $217K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 2,779 | $214K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -5.9% | 2,700 | $208K |
| &partners | 0.00% | Reduce -1.7% | 2,652 | $204K |
| Compass Financial Group, INC | 0.03% | Add +0.7% | 2,651 | $204K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 2,607 | $201K |
| Lanark Financial, Inc. | 0.01% | Reduce -5.1% | 2,330 | $179K |
| State of Wyoming | 0.02% | New | 2,189 | $169K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 2,051 | $158K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,824 | $141K |
| Covestor Ltd | 0.08% | Reduce -34.4% | 1,817 | $140K |
| Point72 (DIFC) Ltd | 0.01% | New | 1,784 | $138K |
| Shell Asset Management Co. | 0.00% | Reduce -19.7% | 1,737 | $134K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.1% | 1,729 | $133K |
| JNBA Financial Advisors | 0.01% | Reduce -6.3% | 1,715 | $132K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +93.0% | 1,660 | $128K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 1,591 | $123K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $119K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,300 | $100K |
| Global Retirement Partners, LLC | 0.00% | — | 1,267 | $98K |
| KBC Group NV | 0.00% | Reduce -25.5% | 1,227 | $95K |
| Allworth Financial LP | 0.00% | Add +84.3% | 1,198 | $92K |
| High Note Wealth, LLC | 0.02% | No change | 1,188 | $92K |
| Abound Wealth Management | 0.03% | No change | 1,151 | $89K |
| USA Financial Formulas | 0.01% | Reduce -5.1% | 1,141 | $88K |
| STRS Ohio | 0.00% | Reduce -47.6% | 1,100 | $85K |
| Crews Bank & Trust | 0.01% | No change | 1,092 | $84K |
| Financial Perspectives, Inc | 0.02% | No change | 1,036 | $80K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $77K |
| Trust Co. of Vermont | 0.00% | No change | 904 | $70K |
| Fifth Third Bancorp | 0.00% | Reduce -2.6% | 873 | $67K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -29.8% | 868 | $67K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $57K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 741 | $57K |
| Costello Asset Management, INC | 0.02% | Reduce -12.2% | 722 | $56K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 689 | $53K |
| Goodman Advisory Group, LLC | 0.02% | No change | 667 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 661 | $51K |
| Quarry LP | 0.01% | New | 643 | $50K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.9% | 613 | $47K |
| AdvisorNet Financial, Inc | 0.00% | No change | 550 | $42K |
| Asset Planning,Inc | 0.03% | No change | 500 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $35K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $33K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | No change | 420 | $32K |
| Summit Securities Group LLC | 0.01% | New | 415 | $32K |
| IFP Advisors, Inc | 0.00% | Reduce -7.8% | 341 | $31K |
| West Financial Advisors, LLC | 0.00% | No change | 334 | $26K |
| HighMark Wealth Management LLC | 0.01% | New | 331 | $26K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -5.7% | 300 | $23K |
| GAMMA Investing LLC | 0.00% | Reduce -25.4% | 300 | $23K |
| Blue Trust, Inc. | 0.00% | Reduce -32.1% | 264 | $20K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -99.8% | 263 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +8.0% | 258 | $20K |
| Hemington Wealth Management | 0.00% | Reduce -4.4% | 239 | $18K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +77.0% | 216 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $15K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 200 | $15K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +0.5% | 193 | $15K |
| MAI Capital Management | 0.00% | Reduce -13.2% | 165 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $12K |
| Bessemer Group Inc. | 0.00% | Reduce -36.1% | 152 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | New | 150 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -5.0% | 115 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 106 | $8K |
| Leonteq Securities AG | 0.00% | Reduce -37.1% | 100 | $8K |
| Broadwater Capital Management LLC | 0.01% | Add +7609.5% | 7,324 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -40.1% | 94 | $7K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -95.0% | 90 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -36.9% | 89 | $7K |
| WealthCollab, LLC | 0.00% | Add +22.7% | 81 | $6K |
| Ancora Advisors LLC | 0.00% | Add +131.0% | 67 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 62 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -20.0% | 60 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.7% | 56 | $4K |
| Arax Advisory Partners | 0.00% | Add +166.7% | 56 | $4K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $4K |
| National Bank of Canada | 0.00% | New | 41 | $3K |
| Concord Wealth Partners | 0.00% | No change | 40 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -76.9% | 37 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -13.2% | 33 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -75.0% | 31 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 28 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 27 | $2K |
| Brooklyn Investment Group | 0.00% | Reduce -36.6% | 26 | $2K |
| Bellwether Advisors, LLC | 0.00% | No change | 25 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +140.0% | 24 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 21 | $2K |
| Larson Financial Group LLC | 0.00% | Add +10.5% | 21 | $2K |
| SouthState Bank Corp | 0.00% | No change | 17 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 15 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 15 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $925 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $874 |
| Assetmark, Inc. | 0.00% | Add +175.0% | 11 | $848 |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $771 |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $771 |
| Essential Partners LLC | 0.00% | — | 9 | $694 |
| Clearstead Trust, LLC | 0.00% | New | 8 | $617 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $540 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $232 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 3 | $232 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $231 |
| Huntington National Bank | 0.00% | No change | 3 | $231 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $154 |
| True Wealth Design, LLC | 0.00% | Reduce -85.7% | 1 | $78 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $78 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $77 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.