Otter TailOTTR
13F holders, Q4 2025 (December 31)354holders +9
37new positions
34sold out
8famous investors
$80.82avg. 13F price*
At the end of Q4 2025, 354 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 9 from Q3 2025. 37 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($516.5M), Vanguard Group Inc. ($408.9M) and State Street Corp. ($126.2M). 8 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $22.8M |
| Exits | 34 | $18.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,832,732 shares bought and 1,730,292 shares sold, net +102,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| BlackRock, Inc. | 0.01% | Add +0.5% | 6,391,447 | $516.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 5,059,480 | $408.9M |
| State Street Corp. | 0.00% | Reduce -0.3% | 1,561,440 | $126.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.4% | 1,019,262 | $82.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.0% | 850,729 | $68.8M |
| First Trust Advisors LP | 0.05% | Reduce -44.6% | 810,638 | $65.5M |
| Morgan Stanley | 0.00% | Add +5.8% | 562,289 | $45.4M |
| Caisse de depot et placement du Quebec | 0.08% | Reduce -0.2% | 554,733 | $44.8M |
| LSV Asset Management | 0.09% | Add +217.6% | 536,941 | $43.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.6% | 532,691 | $43.0M |
| Gabelli Funds LLC | 0.26% | No change | 469,100 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.8% | 418,928 | $33.9M |
| Northern Trust Corp. | 0.00% | Reduce -6.3% | 414,778 | $33.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.4% | 358,577 | $29.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +108.6% | 344,149 | $27.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.0% | 329,157 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -13.8% | 325,120 | $26.3M |
| GAMCO Investors | 0.21% | No change | 272,350 | $22.0M |
| Two Sigma Investments, LP | 0.03% | Add +97.4% | 271,653 | $22.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -4.5% | 248,239 | $20.1M |
| Invesco Ltd. | 0.00% | Reduce -2.3% | 231,178 | $18.7M |
| Federated Hermes, Inc. | 0.03% | Add +27.4% | 205,346 | $16.6M |
| Qube Research & Technologies Ltd | 0.02% | Add +20.9% | 201,274 | $16.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.2% | 199,623 | $16.1M |
| Public Sector Pension Investment Board | 0.05% | Add +6.5% | 193,919 | $15.7M |
| Marshall Wace, LLP | 0.01% | Add +13.7% | 173,429 | $14.0M |
| Two Sigma Advisers, LP | 0.03% | Add +334.2% | 161,100 | $13.0M |
| Nuveen, LLC | 0.00% | Reduce -1.1% | 152,022 | $12.3M |
| Millennium Management | 0.01% | Add +12.5% | 146,518 | $11.8M |
| Jane Street Group, LLC | 0.01% | Add +268.9% | 139,137 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 136,237 | $11.0M |
| Victory Capital Management Inc. | 0.01% | Add +1.2% | 128,413 | $10.4M |
| Bank & Trust Co | 6.97% | Reduce -0.0% | 122,016 | $9.9M |
| Citadel Advisors | 0.01% | Reduce -3.0% | 115,209 | $9.3M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -2.5% | 112,021 | $9.1M |
| HRT Financial LP | 0.03% | Add +80.0% | 111,894 | $9.0M |
| Legal & General Group Plc | 0.00% | Reduce -6.4% | 103,327 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.6% | 98,493 | $8.0M |
| Phocas Financial Corp. | 1.03% | Reduce -0.2% | 97,678 | $7.9M |
| Rhumbline Advisers | 0.01% | Reduce -5.4% | 97,311 | $7.9M |
| UBS Group AG | 0.00% | Reduce -35.5% | 95,588 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +128.3% | 93,303 | $7.5M |
| Prudential Financial Inc. | 0.01% | Reduce -7.6% | 92,524 | $7.5M |
| Whittier Trust Co. | 0.08% | Add +0.1% | 90,046 | $7.4M |
| Denali Advisors LLC | 0.80% | Add +3.0% | 88,703 | $7.2M |
| Squarepoint Ops LLC | 0.01% | Add +399.7% | 83,926 | $6.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +0.3% | 83,569 | $6.8M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -3.5% | 82,701 | $6.7M |
| ProShare Advisors LLC | 0.01% | Reduce -2.2% | 79,635 | $6.4M |
| Wells Fargo & Company | 0.00% | Add +27.6% | 77,728 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.7% | 76,766 | $6.2M |
| Tudor Investment Corporation | 0.03% | Reduce -46.9% | 75,005 | $6.1M |
| Swiss National Bank | 0.00% | Add +1.8% | 74,400 | $6.0M |
| Buck Wealth Strategies, LLC | 0.75% | Add +7.5% | 72,905 | $5.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.1% | 69,282 | $5.6M |
| Barclays PLC | 0.00% | Add +4.2% | 65,900 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 64,048 | $5.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +123.2% | 62,918 | $5.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +786.4% | 56,235 | $4.5M |
| Vest Financial, LLC | 0.06% | Reduce -16.7% | 54,476 | $4.4M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +1.5% | 48,186 | $3.9M |
| Man Group plc | 0.01% | Reduce -22.8% | 47,320 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Add +5.1% | 45,887 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.2% | 44,543 | $3.6M |
| MUFG Securities EMEA plc | 0.04% | New | 44,000 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 42,650 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +26.6% | 41,187 | $3.3M |
| Palisades Investment Partners, LLC | 1.25% | Add +1.7% | 40,891 | $3.3M |
| American Century Companies Inc. | 0.00% | Add +147.8% | 39,917 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -5.3% | 38,463 | $3.1M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.1% | 38,294 | $3.1M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.8% | 38,210 | $3.1M |
| Franklin Resources Inc. | 0.00% | Add +17.1% | 36,993 | $3.0M |
| US Bancorp \de | 0.00% | Add +12.7% | 36,733 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +5.5% | 36,314 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +2.6% | 35,754 | $2.9M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -6.6% | 35,600 | $2.9M |
| Wellington Management Group LLP | 0.00% | New | 35,029 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +3.7% | 35,017 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +8.3% | 34,482 | $2.8M |
| Martingale Asset Management L P | 0.07% | Add +2.3% | 33,241 | $2.7M |
| XTX Topco Ltd | 0.07% | Add +538.3% | 32,434 | $2.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -2.7% | 31,911 | $2.6M |
| Royce & Associates LP | 0.03% | Reduce -0.7% | 31,728 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.0% | 30,590 | $2.5M |
| AlphaQuest LLC | 0.14% | Add +52.0% | 30,566 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +2.8% | 26,319 | $2.1M |
| ExodusPoint Capital Management, LP | 0.02% | New | 25,973 | $2.1M |
| Mariner, LLC | 0.00% | Add +7.1% | 25,546 | $2.1M |
| Dark Forest Capital Management LP | 0.09% | New | 25,090 | $2.0M |
| John G Ullman & Associates Inc. | 0.27% | Add +20.8% | 24,950 | $2.0M |
| Trexquant Investment LP | 0.02% | Reduce -57.5% | 23,894 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.3% | 23,685 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 23,106 | $1.9M |
| Capstone Investment Advisors, LLC | 0.02% | Add +167.7% | 22,949 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.8% | 22,401 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Add +1.4% | 22,205 | $1.8M |
| Alps Advisors Inc. | 0.01% | Reduce -6.4% | 21,695 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.2% | 21,338 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.8% | 21,098 | $1.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -36.2% | 20,454 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.5% | 19,200 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -15.8% | 18,469 | $1.5M |
| Gsa Capital Partners LLP | 0.13% | Add +44.5% | 18,086 | $1.5M |
| Intech Investment Management LLC | 0.01% | No change | 18,064 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 17,897 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 17,564 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +11.7% | 17,762 | $1.4M |
| Comerica Bank | 0.01% | Reduce -12.4% | 17,017 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 16,583 | $1.3M |
| Jefferies Financial Group Inc. | 0.01% | New | 16,500 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.3% | 16,231 | $1.3M |
| AQR Capital Management | 0.00% | Add +9.3% | 15,930 | $1.3M |
| Focus Financial Network, Inc. | 0.04% | Reduce -9.5% | 15,713 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 15,542 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Reduce -11.1% | 15,373 | $1.2M |
| Voleon Capital Management LP | 0.03% | Add +23.6% | 15,344 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -64.1% | 15,313 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -7.6% | 14,779 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +1.1% | 14,554 | $1.2M |
| North Star Investment Management Corp. | 0.07% | Reduce -3.1% | 14,236 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.9% | 13,986 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +32.7% | 13,654 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +17.9% | 13,500 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -87.7% | 13,298 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 12,181 | $984K |
| Susquehanna International Group, LLP | 0.00% | New | 12,175 | $984K |
| Yousif Capital Management, LLC | 0.01% | Reduce -15.7% | 11,258 | $984K |
| Amalgamated Bank | 0.01% | Add +1.0% | 12,070 | $975K |
| Los Angeles Capital Management LLC | 0.00% | No change | 12,560 | $974K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +4.4% | 11,576 | $935K |
| Natixis Advisors, LLC | 0.00% | Add +6.2% | 11,512 | $930K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.6% | 11,126 | $906K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -0.4% | 10,636 | $859K |
| James Investment Research, Inc. | 0.09% | Add +0.1% | 10,618 | $858K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -11.9% | 10,544 | $852K |
| Arizona State Retirement System | 0.00% | Reduce -5.4% | 10,530 | $851K |
| Eagle Global Advisors LLC | 0.03% | New | 10,480 | $847K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -20.4% | 9,490 | $846K |
| Quantinno Capital Management LP | 0.00% | Add +32.9% | 10,470 | $846K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.2% | 10,435 | $843K |
| Atom Investors LP | 0.07% | Reduce -28.0% | 10,412 | $841K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 10,375 | $838K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.0% | 10,201 | $825K |
| Focus Partners Wealth | 0.00% | Add +45.1% | 10,186 | $823K |
| Sterling Capital Management LLC | 0.01% | Reduce -3.8% | 10,154 | $821K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 9,841 | $795K |
| Vista Investment Partners LLC | 0.21% | Reduce -0.1% | 9,787 | $791K |
| Fortis Capital Advisors, LLC | 0.12% | New | 9,748 | $788K |
| Belpointe Asset Management LLC | 0.03% | New | 9,748 | $788K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.8% | 9,592 | $775K |
| Voya Investment Management LLC | 0.00% | Reduce -1.6% | 9,320 | $753K |
| Alerus Financial NA | 0.04% | Add +7.5% | 9,028 | $730K |
| Cwm, LLC | 0.00% | Reduce -14.0% | 8,443 | $682K |
| Bank of Montreal | 0.00% | Reduce -1.1% | 8,431 | $681K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.8% | 8,423 | $681K |
| Curi Capital, LLC | 0.01% | New | 8,350 | $675K |
| MML Investors Services, LLC | 0.00% | Add +7.0% | 8,331 | $673K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.4% | 8,237 | $666K |
| Foster & Motley Inc. | 0.03% | Reduce -10.3% | 8,085 | $653K |
| Quantbot Technologies LP | 0.02% | Reduce -65.5% | 7,998 | $646K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 7,942 | $642K |
| FMR LLC | 0.00% | Add +23.3% | 7,835 | $633K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 7,459 | $603K |
| Virtus Advisers, LLC | 0.27% | No change | 6,854 | $554K |
| Johnson Wealth Management, LLC | 0.27% | Reduce -0.1% | 6,727 | $544K |
| Engineers Gate Manager LP | 0.01% | New | 6,716 | $543K |
| Gotham Asset Management | 0.00% | New | 6,689 | $541K |
| Jones Financial Companies LLLP | 0.00% | Add +15.7% | 6,637 | $536K |
| Entropy Technologies, LP | 0.03% | Reduce -28.3% | 6,567 | $531K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -15.3% | 6,466 | $523K |
| Bokf, NA | 0.01% | Reduce -0.4% | 6,267 | $506K |
| Jain Global LLC | 0.01% | New | 6,210 | $502K |
| RBA Wealth Management, LLC | 0.17% | Reduce -4.8% | 6,174 | $499K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.4% | 6,110 | $494K |
| Verition Fund Management LLC | 0.00% | Reduce -72.5% | 6,100 | $493K |
| Creative Planning | 0.00% | Add +0.6% | 6,048 | $489K |
| Sei Investments Co. | 0.00% | No change | 5,924 | $479K |
| Infrastructure Capital Advisors, LLC | 0.08% | No change | 5,884 | $475K |
| D.A. Davidson & Co. | 0.00% | No change | 5,869 | $474K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.1% | 5,856 | $473K |
| Cynosure Group, LLC | 0.05% | Add +18.4% | 5,808 | $469K |
| Amundi | 0.00% | Reduce -22.7% | 5,586 | $451K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.0% | 5,393 | $436K |
| New Age Alpha Advisors, LLC | 0.02% | Add +0.8% | 5,322 | $430K |
| Brooklyn Investment Group | 0.02% | New | 5,191 | $429K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $426K |
| Vident Advisory, LLC | 0.00% | Reduce -7.3% | 5,218 | $422K |
| Modern Wealth Management, LLC | 0.01% | Add +15.1% | 5,163 | $417K |
| Hendershot Investments Inc. | 0.05% | No change | 5,000 | $404K |
| Jackson Creek Investment Advisors LLC | 0.12% | Reduce -1.4% | 4,989 | $403K |
| Vestcor Inc | 0.01% | Add +67.4% | 4,969 | $402K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -2.4% | 4,817 | $389K |
| Bravera Wealth | 0.19% | — | 4,799 | $388K |
| Lido Advisors, LLC | 0.00% | Add +2.8% | 4,737 | $387K |
| Mutual of America Capital Management LLC | 0.00% | Add +2.0% | 4,790 | $387K |
| Alternative Investment Advisors, LLC. | 0.17% | Add +0.6% | 4,737 | $383K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 4,730 | $382K |
| Bayban | 0.33% | — | 4,669 | $377K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $372K |
| Evolve Private Wealth, LLC | 0.02% | — | 4,597 | $371K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.3% | 4,538 | $367K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.1% | 4,461 | $360K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -67.6% | 4,410 | $356K |
| Accredited Investors Inc. | 0.02% | Add +0.6% | 4,379 | $354K |
| Harbour Investments, Inc. | 0.01% | Add +0.2% | 4,302 | $348K |
| Secure Asset Management, LLC | 0.05% | No change | 4,246 | $343K |
| Wealth Forward, LLC | 0.19% | No change | 4,238 | $342K |
| Independent Advisor Alliance | 0.01% | Reduce -0.5% | 4,236 | $342K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.8% | 4,129 | $334K |
| Greenwood Capital Associates LLC | 0.04% | New | 4,120 | $333K |
| Jump Financial, LLC | 0.00% | Reduce -73.5% | 4,115 | $333K |
| Bell Bank | 0.01% | No change | 4,086 | $330K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,055 | $328K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,844 | $311K |
| Guggenheim Capital LLC | 0.00% | Reduce -18.7% | 3,834 | $310K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,791 | $306K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.9% | 3,769 | $305K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $297K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.8% | 3,629 | $293K |
| Profund Advisors LLC | 0.01% | New | 3,600 | $291K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -78.7% | 3,595 | $291K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -1.6% | 3,580 | $289K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +22.6% | 3,531 | $285K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.8% | 3,521 | $285K |
| Atlas Brown,Inc. | 0.08% | No change | 3,491 | $282K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +124.6% | 3,488 | $282K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 3,402 | $275K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 3,327 | $269K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.5% | 3,322 | $268K |
| Old National Bancorp | 0.00% | No change | 3,285 | $265K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,222 | $260K |
| Lifelong Wealth Advisors, Inc. | 0.07% | No change | 3,164 | $256K |
| Mann Financial Group, Inc. | 0.24% | No change | 3,129 | $253K |
| Xponance LLC | 0.00% | Add +0.9% | 3,030 | $245K |
| GW Henssler & Associates Ltd. | 0.01% | Add +2.1% | 2,883 | $233K |
| CIBC Asset Management Inc | 0.00% | Add +1.1% | 2,856 | $231K |
| Integrity Alliance, Llc. | 0.01% | New | 2,809 | $227K |
| &partners | 0.00% | Add +0.1% | 2,808 | $227K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,790 | $225K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 2,779 | $225K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 2,765 | $223K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | No change | 2,683 | $217K |
| Compass Financial Group, INC | 0.03% | Add +0.6% | 2,682 | $217K |
| denkapparat Operations GmbH | 0.11% | New | 2,586 | $209K |
| Cibc World Markets Corp. | 0.00% | — | 2,551 | $206K |
| Savant Capital, LLC | 0.00% | Reduce -34.9% | 2,550 | $206K |
| Prelude Capital Management, LLC | 0.01% | New | 2,496 | $202K |
| Bangor Savings Bank | 0.02% | New | 2,400 | $194K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -59.3% | 2,060 | $166K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 1,981 | $160K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,856 | $150K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $142K |
| JNBA Financial Advisors | 0.01% | No change | 1,715 | $139K |
| State of Wyoming | 0.01% | Add +104.2% | 1,674 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,660 | $134K |
| Covestor Ltd | 0.07% | Reduce -33.1% | 1,581 | $127K |
| USA Financial Formulas | 0.02% | Add +21.1% | 1,376 | $111K |
| Allworth Financial LP | 0.00% | Add +10.4% | 1,342 | $108K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,317 | $106K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 1,310 | $106K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.2% | 1,254 | $101K |
| KBC Group NV | 0.00% | No change | 1,227 | $99K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.3% | 1,214 | $98K |
| HM Payson & Co. | 0.00% | Reduce -12.8% | 1,172 | $95K |
| Financial Perspectives, Inc | 0.03% | No change | 1,155 | $93K |
| Abound Wealth Management | 0.02% | No change | 1,151 | $93K |
| Crews Bank & Trust | 0.01% | No change | 1,092 | $88K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.7% | 1,044 | $84K |
| International Assets Investment Management, LLC | 0.01% | New | 1,009 | $82K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $81K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.7% | 950 | $77K |
| Fifth Third Bancorp | 0.00% | Add +5.6% | 936 | $76K |
| Trust Co. of Vermont | 0.00% | Reduce -62.4% | 904 | $73K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $60K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 740 | $60K |
| Costello Asset Management, INC | 0.02% | Reduce -0.7% | 718 | $58K |
| High Note Wealth, LLC | 0.01% | Reduce -43.0% | 677 | $55K |
| Goodman Advisory Group, LLC | 0.01% | No change | 667 | $54K |
| AdvisorNet Financial, Inc | 0.00% | No change | 650 | $53K |
| UMB Bank, n.a. | 0.00% | Add +302.5% | 644 | $52K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.8% | 640 | $52K |
| Hantz Financial Services, Inc. | 0.00% | Add +195.7% | 621 | $50K |
| STRS Ohio | 0.00% | Reduce -25.0% | 600 | $48K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.5% | 588 | $48K |
| GAMMA Investing LLC | 0.00% | Add +28.0% | 553 | $45K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 510 | $41K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 500 | $40K |
| Asset Planning,Inc | 0.03% | No change | 500 | $40K |
| SHP Wealth Management | 0.00% | — | 500 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 454 | $37K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $34K |
| Motiv8 Investments LLC | 0.02% | New | 422 | $34K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 420 | $34K |
| Simplex Trading, LLC | 0.00% | Add +12.1% | 399 | $32K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 388 | $31K |
| Arax Advisory Partners | 0.00% | Add +7.4% | 379 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +129.3% | 376 | $30K |
| HighMark Wealth Management LLC | 0.01% | Add +0.9% | 336 | $27K |
| West Financial Advisors, LLC | 0.00% | No change | 334 | $27K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 300 | $24K |
| Bessemer Group Inc. | 0.00% | Add +9.9% | 300 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Add +41.4% | 256 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 220 | $18K |
| Independence Bank of Kentucky | 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 +1.0% | 196 | $16K |
| IFP Advisors, Inc | 0.00% | No change | 194 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 160 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +38.0% | 138 | $11K |
| WealthCollab, LLC | 0.00% | Add +46.9% | 119 | $10K |
| Signaturefd, LLC | 0.00% | No change | 115 | $9K |
| Larson Financial Group LLC | 0.00% | Reduce -58.2% | 102 | $8K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -50.0% | 100 | $8K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $8K |
| Sound Income Strategies, LLC | 0.00% | New | 82 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +76.0% | 88 | $7K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 90 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 80 | $6K |
| Root Financial Partners, LLC | 0.00% | Add +21.4% | 68 | $5K |
| Kemnay Advisory Services Inc. | 0.00% | New | 67 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 62 | $5K |
| Global Wealth Strategies & Associates | 0.00% | No change | 55 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -8.3% | 55 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 42 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 42 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -35.5% | 40 | $3K |
| Concord Wealth Partners | 0.00% | Reduce -2.5% | 39 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 38 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +33.3% | 36 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 34 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 33 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -88.3% | 31 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 19 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -70.6% | 15 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 15 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $970 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 11 | $928 |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $808 |
| Essential Partners LLC | 0.00% | Reduce -11.1% | 8 | $646 |
| Fortitude Family Office, LLC | 0.00% | Reduce -41.7% | 7 | $566 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $485 |
| Ankerstar Wealth, LLC | 0.00% | — | 4 | $323 |
| Signature Equity Partners, LLC | 0.00% | — | 4 | $323 |
| Gilpin Wealth Management, LLC | 0.00% | — | 3 | $243 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $243 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $242 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $162 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $162 |
| Inspire Investing, LLC | 0.00% | Reduce -100.0% | 1 | $117 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $81 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $72 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.