Otter TailOTTR
13F holders, Q3 2025 (September 30)345holders
34new positions
31sold out
8famous investors
$81.96avg. 13F price*
At the end of Q3 2025, 345 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, unchanged from Q2 2025. 34 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($521.5M), Vanguard Group Inc. ($417.7M) and State Street Corp. ($128.3M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $24.5M |
| Exits | 31 | $13.1M |
All 13F filers, Q2 2025 → Q3 2025: 2,015,534 shares bought and 1,315,931 shares sold, net +699,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| BlackRock, Inc. | 0.01% | Reduce -1.0% | 6,361,494 | $521.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 5,096,077 | $417.7M |
| State Street Corp. | 0.00% | Reduce -0.4% | 1,565,373 | $128.3M |
| First Trust Advisors LP | 0.09% | Add +17.8% | 1,464,613 | $120.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 1,015,098 | $83.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.9% | 859,017 | $70.4M |
| JPMorgan Chase & Co. | 0.00% | Add +77.3% | 605,504 | $49.6M |
| Caisse de depot et placement du Quebec | 0.08% | Reduce -1.4% | 555,862 | $45.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 541,457 | $44.4M |
| Morgan Stanley | 0.00% | Add +23.4% | 531,690 | $43.6M |
| Gabelli Funds LLC | 0.26% | Reduce -0.1% | 469,100 | $38.5M |
| Northern Trust Corp. | 0.00% | Add +8.6% | 442,864 | $36.3M |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 377,227 | $30.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.4% | 371,289 | $30.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.5% | 322,750 | $26.5M |
| GAMCO Investors | 0.22% | Reduce -0.4% | 272,350 | $22.3M |
| D. E. Shaw & Co. | 0.02% | Add +57.9% | 260,012 | $21.3M |
| Invesco Ltd. | 0.00% | Reduce -6.9% | 236,646 | $19.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -2.6% | 202,128 | $16.6M |
| Public Sector Pension Investment Board | 0.05% | Add +27.5% | 182,086 | $14.9M |
| LSV Asset Management | 0.03% | Add +183.2% | 169,072 | $13.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +19.0% | 166,523 | $13.6M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -10.8% | 165,000 | $13.5M |
| Federated Hermes, Inc. | 0.02% | Reduce -6.0% | 161,196 | $13.2M |
| Nuveen, LLC | 0.00% | Reduce -0.6% | 153,632 | $12.6M |
| Marshall Wace, LLP | 0.01% | Add +158.5% | 152,566 | $12.5M |
| UBS Group AG | 0.00% | Add +79.2% | 148,147 | $12.1M |
| Tudor Investment Corporation | 0.08% | Reduce -8.6% | 141,283 | $11.6M |
| Two Sigma Investments, LP | 0.02% | Add +465.2% | 137,624 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +0.4% | 130,454 | $10.7M |
| Millennium Management | 0.01% | Reduce -72.7% | 130,283 | $10.7M |
| Victory Capital Management Inc. | 0.01% | Add +1.8% | 126,901 | $10.4M |
| Bank & Trust Co | 7.40% | Reduce -0.6% | 122,063 | $10.0M |
| Citadel Advisors | 0.01% | Reduce -49.7% | 118,785 | $9.7M |
| Voloridge Investment Management, LLC | 0.03% | Add +6.5% | 114,867 | $9.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 110,351 | $9.0M |
| Renaissance Technologies | 0.01% | Add +175.9% | 107,910 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.5% | 103,278 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -5.8% | 102,848 | $8.4M |
| Prudential Financial Inc. | 0.01% | Add +30.7% | 100,128 | $8.2M |
| Phocas Financial Corp. | 1.04% | Add +2.1% | 97,913 | $8.0M |
| BNP Paribas Financial Markets | 0.01% | Add +26.3% | 87,897 | $7.2M |
| Whittier Trust Co. | 0.08% | Add +1.7% | 89,938 | $7.2M |
| Denali Advisors LLC | 0.80% | Add +8.8% | 86,125 | $7.1M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +16.3% | 85,695 | $7.0M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -24.7% | 83,343 | $6.8M |
| ProShare Advisors LLC | 0.01% | Reduce -4.2% | 81,445 | $6.7M |
| Swiss National Bank | 0.00% | Add +1.5% | 73,100 | $6.0M |
| New York State Common Retirement Fund | 0.01% | Add +2.7% | 69,383 | $5.7M |
| Buck Wealth Strategies, LLC | 0.76% | Add +2.5% | 67,788 | $5.6M |
| LPL Financial LLC | 0.00% | Add +4.4% | 66,150 | $5.4M |
| Vest Financial, LLC | 0.07% | Add +58.7% | 65,401 | $5.4M |
| Barclays PLC | 0.00% | Reduce -20.1% | 63,241 | $5.2M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +4.3% | 62,966 | $5.2M |
| HRT Financial LP | 0.02% | Add +23.0% | 62,180 | $5.1M |
| Man Group plc | 0.01% | New | 61,312 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +11.8% | 60,902 | $5.0M |
| Trexquant Investment LP | 0.05% | Add +895.9% | 56,188 | $4.6M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +0.4% | 47,465 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.4% | 43,647 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.8% | 42,746 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Add +21.9% | 42,678 | $3.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -45.4% | 42,651 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -48.1% | 40,860 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -18.9% | 40,604 | $3.3M |
| Palisades Investment Partners, LLC | 1.29% | No change | 40,191 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -6.0% | 38,510 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | New | 38,348 | $3.1M |
| Bridgeway Capital Management, LLC | 0.07% | No change | 38,100 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -59.0% | 37,718 | $3.1M |
| Two Sigma Advisers, LP | 0.01% | Add +278.6% | 37,100 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.2% | 34,852 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -1.6% | 34,435 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +11.6% | 33,769 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -7.9% | 32,811 | $2.7M |
| US Bancorp \de | 0.00% | Add +0.6% | 32,597 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +47.4% | 31,838 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -14.3% | 32,524 | $2.7M |
| Martingale Asset Management L P | 0.07% | Reduce -1.8% | 32,484 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +3.9% | 32,054 | $2.6M |
| Royce & Associates LP | 0.03% | Add +0.6% | 31,940 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +186.1% | 31,598 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.3% | 29,990 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | Reduce -5.1% | 28,867 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +27.2% | 28,291 | $2.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 28,185 | $2.3M |
| Ossiam | 0.03% | New | 26,200 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.2% | 25,600 | $2.1M |
| OneAscent Financial Services LLC | 0.13% | Reduce -0.2% | 24,655 | $2.0M |
| State of Wisconsin Investment Board | 0.00% | Add +0.4% | 24,045 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -8.2% | 23,848 | $2.0M |
| Quantbot Technologies LP | 0.05% | Reduce -26.6% | 23,195 | $1.9M |
| Alps Advisors Inc. | 0.01% | Add +4.5% | 23,173 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.3% | 22,640 | $1.9M |
| Verition Fund Management LLC | 0.01% | Reduce -18.6% | 22,171 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.7% | 21,940 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Add +0.8% | 21,900 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -15.4% | 21,087 | $1.7M |
| John G Ullman & Associates Inc. | 0.23% | Add +29.5% | 20,650 | $1.7M |
| AlphaQuest LLC | 0.11% | Add +5.6% | 20,109 | $1.6M |
| Comerica Bank | 0.01% | Reduce -11.8% | 19,435 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.5% | 19,300 | $1.6M |
| Intech Investment Management LLC | 0.01% | Reduce -76.7% | 18,064 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 17,915 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Reduce -1.8% | 17,357 | $1.4M |
| Capital Fund Management S.A. | 0.01% | New | 17,295 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.7% | 16,970 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +11.0% | 16,855 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +29.2% | 16,794 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 17,526 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +41.0% | 16,391 | $1.3M |
| American Century Companies Inc. | 0.00% | Add +2.4% | 16,106 | $1.3M |
| Exchange Traded Concepts, LLC | 0.01% | New | 15,987 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +16.5% | 15,897 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Add +5.8% | 15,542 | $1.3M |
| Jump Financial, LLC | 0.02% | Add +280.8% | 15,500 | $1.3M |
| North Star Investment Management Corp. | 0.08% | Add +0.0% | 14,687 | $1.2M |
| AQR Capital Management | 0.00% | Add +11.4% | 14,569 | $1.2M |
| Atom Investors LP | 0.09% | Reduce -8.0% | 14,470 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +0.3% | 14,399 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.0% | 14,398 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.19% | New | 13,601 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -14.1% | 13,350 | $1.1M |
| Inspire Advisors, LLC | 0.10% | New | 12,764 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Reduce -62.4% | 12,560 | $1.0M |
| Gsa Capital Partners LLP | 0.09% | New | 12,514 | $1.0M |
| Voleon Capital Management LP | 0.02% | New | 12,413 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.9% | 12,181 | $998K |
| NJ State Employees Deferred Compensation Plan | 0.11% | No change | 12,000 | $984K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.7% | 11,971 | $981K |
| Amalgamated Bank | 0.01% | Add +0.0% | 11,955 | $980K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -18.9% | 11,925 | $977K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.5% | 11,451 | $939K |
| Arizona State Retirement System | 0.00% | Add +1.5% | 11,135 | $913K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +4.3% | 11,092 | $909K |
| Natixis Advisors, LLC | 0.00% | New | 10,842 | $889K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +20.4% | 10,676 | $875K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 10,672 | $875K |
| James Investment Research, Inc. | 0.10% | Add +27.8% | 10,613 | $870K |
| Sterling Capital Management LLC | 0.01% | Add +16.8% | 10,552 | $865K |
| Aquatic Capital Management LLC | 0.02% | Reduce -50.0% | 10,366 | $850K |
| SG Americas Securities, LLC | 0.00% | Add +199.8% | 10,291 | $844K |
| HighTower Advisors, LLC | 0.00% | Add +64.1% | 10,207 | $837K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 10,200 | $837K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -1.6% | 10,154 | $819K |
| Cwm, LLC | 0.00% | Reduce -5.8% | 9,816 | $805K |
| Vista Investment Partners LLC | 0.22% | Reduce -0.1% | 9,798 | $803K |
| Voya Investment Management LLC | 0.00% | Reduce -30.0% | 9,471 | $776K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.1% | 9,423 | $772K |
| Entropy Technologies, LP | 0.06% | Add +24.4% | 9,157 | $751K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.4% | 9,135 | $749K |
| Foster & Motley Inc. | 0.04% | Reduce -0.8% | 9,015 | $739K |
| Capstone Investment Advisors, LLC | 0.01% | Add +131.9% | 8,574 | $703K |
| Mackenzie Financial Corp. | 0.00% | Reduce -40.0% | 8,531 | $699K |
| Bank of Montreal | 0.00% | Reduce -29.3% | 8,523 | $699K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.4% | 8,488 | $696K |
| Alerus Financial NA | 0.04% | Add +13.1% | 8,398 | $688K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.1% | 8,272 | $678K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 8,142 | $667K |
| Quantinno Capital Management LP | 0.00% | Add +37.7% | 7,878 | $646K |
| MML Investors Services, LLC | 0.00% | Add +5.5% | 7,782 | $638K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,630 | $625K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 7,459 | $611K |
| HSBC Holdings PLC | 0.00% | Add +9.8% | 7,407 | $608K |
| Focus Partners Wealth | 0.00% | Reduce -12.8% | 7,020 | $575K |
| Amundi | 0.00% | Add +5.0% | 7,230 | $573K |
| Virtus Advisers, LLC | 0.32% | No change | 6,854 | $562K |
| Johnson Wealth Management, LLC | 0.30% | — | 6,732 | $552K |
| RBA Wealth Management, LLC | 0.18% | Reduce -4.9% | 6,485 | $532K |
| Bridgewater Associates | 0.00% | New | 6,406 | $525K |
| FMR LLC | 0.00% | Reduce -1.1% | 6,355 | $521K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +44.5% | 6,344 | $520K |
| EntryPoint Capital, LLC | 0.20% | New | 6,300 | $516K |
| Inspire Investing, LLC | 0.05% | New | 6,297 | $516K |
| Bokf, NA | 0.01% | Reduce -0.1% | 6,293 | $516K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.3% | 6,170 | $506K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.1% | 6,024 | $494K |
| Creative Planning | 0.00% | Reduce -14.0% | 6,012 | $493K |
| Sei Investments Co. | 0.00% | Reduce -11.7% | 5,924 | $486K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.1% | 5,869 | $481K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.7% | 5,739 | $473K |
| iSAM Funds (UK) Ltd | 0.10% | Add +0.1% | 5,693 | $467K |
| Vident Advisory, LLC | 0.00% | Reduce -25.7% | 5,629 | $461K |
| Infrastructure Capital Advisors, LLC | 0.08% | New | 5,884 | $454K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.2% | 5,402 | $443K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.7% | 5,282 | $433K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $432K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 5,087 | $417K |
| XTX Topco Ltd | 0.02% | Reduce -52.0% | 5,081 | $416K |
| Jackson Creek Investment Advisors LLC | 0.12% | New | 5,061 | $415K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -52.1% | 5,060 | $415K |
| Hendershot Investments Inc. | 0.05% | No change | 5,000 | $410K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 4,938 | $405K |
| Valtinson Bruner Financial Planning LLC | 0.12% | No change | 4,937 | $405K |
| Cynosure Group, LLC | 0.04% | No change | 4,905 | $402K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 4,721 | $387K |
| Guggenheim Capital LLC | 0.00% | Add +12.6% | 4,718 | $387K |
| Alternative Investment Advisors, LLC. | 0.18% | Add +0.6% | 4,708 | $386K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.8% | 4,694 | $385K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $378K |
| Lido Advisors, LLC | 0.00% | Add +24.0% | 4,609 | $378K |
| Quadrant Capital Group LLC | 0.01% | Add +0.3% | 4,550 | $373K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 4,484 | $368K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,479 | $367K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 4,457 | $365K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,371 | $358K |
| Accredited Investors Inc. | 0.02% | Add +0.6% | 4,351 | $357K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 4,293 | $352K |
| Independent Advisor Alliance | 0.01% | Add +0.5% | 4,255 | $349K |
| Wealth Forward, LLC | 0.20% | No change | 4,238 | $347K |
| Secure Asset Management, LLC | 0.06% | No change | 4,246 | $342K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,111 | $337K |
| Bell Bank | 0.01% | No change | 4,086 | $335K |
| Savant Capital, LLC | 0.00% | Add +5.6% | 3,918 | $321K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -6.3% | 3,803 | $312K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 3,791 | $311K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $302K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.5% | 3,658 | $300K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -1.3% | 3,638 | $298K |
| Atlas Brown,Inc. | 0.08% | No change | 3,491 | $286K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.8% | 3,424 | $281K |
| Stifel Financial Corp. | 0.00% | Reduce -15.1% | 3,375 | $277K |
| Captrust Financial Advisors | 0.00% | New | 3,366 | $276K |
| Old National Bancorp | 0.00% | No change | 3,285 | $269K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 3,222 | $264K |
| Lifelong Wealth Advisors, Inc. | 0.08% | No change | 3,164 | $259K |
| Mann Financial Group, Inc. | 0.25% | — | 3,129 | $256K |
| Fox Run Management, L.L.C. | 0.04% | New | 3,028 | $248K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.7% | 3,003 | $246K |
| Xponance LLC | 0.00% | Add +1.1% | 3,003 | $246K |
| Vestcor Inc | 0.01% | No change | 2,969 | $243K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 2,880 | $236K |
| CIBC Asset Management Inc | 0.00% | No change | 2,825 | $232K |
| GW Henssler & Associates Ltd. | 0.01% | New | 2,824 | $231K |
| &partners | 0.00% | Add +5.8% | 2,805 | $230K |
| Aigen Investment Management, LP | 0.04% | Reduce -21.9% | 2,800 | $230K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 2,779 | $228K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -10.7% | 2,765 | $227K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | Add +30.8% | 2,683 | $220K |
| Compass Financial Group, INC | 0.03% | Add +0.6% | 2,666 | $219K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 2,619 | $215K |
| Trust Co. of Vermont | 0.01% | Add +165.9% | 2,404 | $197K |
| Covestor Ltd | 0.11% | Add +30.0% | 2,362 | $193K |
| Acadian Asset Management LLC | 0.00% | New | 1,926 | $157K |
| JNBA Financial Advisors | 0.01% | No change | 1,715 | $141K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,660 | $136K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.3% | 1,553 | $127K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $123K |
| Advisory Services Network, LLC | 0.00% | New | 1,489 | $122K |
| HM Payson & Co. | 0.00% | New | 1,344 | $110K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,300 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -26.6% | 1,269 | $104K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.9% | 1,256 | $103K |
| KBC Group NV | 0.00% | No change | 1,227 | $101K |
| Allworth Financial LP | 0.00% | Add +1.4% | 1,215 | $100K |
| High Note Wealth, LLC | 0.02% | No change | 1,188 | $97K |
| Financial Perspectives, Inc | 0.03% | Add +11.5% | 1,155 | $95K |
| Abound Wealth Management | 0.02% | No change | 1,151 | $94K |
| USA Financial Formulas | 0.02% | Reduce -0.4% | 1,136 | $93K |
| Crews Bank & Trust | 0.01% | No change | 1,092 | $90K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $82K |
| Nisa Investment Advisors, LLC | 0.00% | Add +14.9% | 997 | $82K |
| Fifth Third Bancorp | 0.00% | Add +1.5% | 886 | $73K |
| State of Wyoming | 0.01% | Reduce -62.5% | 820 | $67K |
| STRS Ohio | 0.00% | Reduce -27.3% | 800 | $66K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $61K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -0.1% | 740 | $61K |
| Costello Asset Management, INC | 0.02% | Add +0.1% | 723 | $59K |
| Shell Asset Management Co. | 0.01% | Reduce -61.1% | 676 | $55K |
| Goodman Advisory Group, LLC | 0.01% | No change | 667 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 661 | $54K |
| AdvisorNet Financial, Inc | 0.00% | Add +18.2% | 650 | $53K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.2% | 645 | $53K |
| Rockefeller Capital Management L.P. | 0.00% | New | 629 | $52K |
| Asset Planning,Inc | 0.03% | No change | 500 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $37K |
| GAMMA Investing LLC | 0.00% | Add +44.0% | 432 | $35K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $35K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 420 | $34K |
| Quarry LP | 0.01% | Reduce -44.8% | 355 | $29K |
| Simplex Trading, LLC | 0.00% | New | 356 | $29K |
| Arax Advisory Partners | 0.00% | Add +530.4% | 353 | $29K |
| West Financial Advisors, LLC | 0.00% | No change | 334 | $27K |
| HighMark Wealth Management LLC | 0.01% | Add +0.6% | 333 | $27K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 300 | $25K |
| Bessemer Group Inc. | 0.00% | Add +79.6% | 273 | $23K |
| Blue Trust, Inc. | 0.00% | No change | 264 | $22K |
| Larson Financial Group LLC | 0.00% | Add +1061.9% | 244 | $20K |
| Hemington Wealth Management | 0.00% | Add +0.4% | 240 | $19K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +1300.0% | 210 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 200 | $16K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 200 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +0.5% | 194 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -43.1% | 194 | $16K |
| Salomon & Ludwin, LLC | 0.00% | New | 181 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.1% | 164 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $13K |
| UMB Bank, n.a. | 0.00% | Add +79.8% | 160 | $13K |
| MAI Capital Management | 0.00% | Reduce -15.2% | 140 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 127 | $10K |
| Signaturefd, LLC | 0.00% | No change | 115 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 106 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +222.6% | 100 | $8K |
| Broadwater Capital Management LLC | 0.01% | Reduce -98.7% | 95 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 94 | $8K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 90 | $7K |
| WealthCollab, LLC | 0.00% | No change | 81 | $7K |
| Lanark Financial, Inc. | 0.00% | Reduce -96.6% | 80 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 62 | $5K |
| Assetmark, Inc. | 0.00% | Add +463.6% | 62 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $5K |
| Root Financial Partners, LLC | 0.00% | New | 56 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -8.9% | 51 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +108.3% | 50 | $4K |
| Concord Wealth Partners | 0.00% | No change | 40 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -43.3% | 38 | $3K |
| Wealthspire Advisors, LLC | 0.00% | New | 35 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 33 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 27 | $2K |
| Caitlin John, LLC | 0.00% | New | 24 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 19 | $2K |
| SouthState Bank Corp | 0.00% | No change | 17 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 15 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +20.0% | 12 | $984 |
| Archer Investment Corp | 0.00% | No change | 12 | $984 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $935 |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $820 |
| Essential Partners LLC | 0.00% | No change | 9 | $738 |
| Clearstead Trust, LLC | 0.00% | No change | 8 | $656 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $588 |
| Parallel Advisors, LLC | 0.00% | New | 6 | $492 |
| Sunbelt Securities, Inc. | 0.00% | New | 5 | $410 |
| Huntington National Bank | 0.00% | No change | 3 | $246 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $246 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $246 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $164 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $163 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $82 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $82 |
| Cloud Capital Management, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.