Otter TailOTTR
13F holders, Q2 2026 (June 30)363holders +16
44new positions
28sold out
9famous investors
$89.97avg. 13F price*
At the end of Q2 2026, 363 institutions reported holding Otter Tail Corp. (OTTR) in their 13F filings, up 16 from Q1 2026. 44 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($590.1M), Vanguard Portfolio Management LLC ($269.6M) and Vanguard Capital Management LLC ($170.2M). 9 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Otter Tail Corp.
- CUSIP
- 689648103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $22.8M |
| Exits | 28 | $34.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,763,517 shares bought and 1,568,604 shares sold, net +194,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 6,557,596 | $590.1M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.7% | 2,996,322 | $269.6M |
| Vanguard Capital Management LLC | 0.00% | Add +1.4% | 1,891,243 | $170.2M |
| State Street Corp. | 0.00% | Add +4.9% | 1,645,782 | $148.1M |
| LSV Asset Management | 0.19% | Add +13.8% | 1,186,461 | $106.8M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 1,112,886 | $100.2M |
| Morgan Stanley | 0.00% | Add +35.3% | 885,376 | $79.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.6% | 828,016 | $74.5M |
| Two Sigma Investments, LP | 0.05% | Add +9.5% | 725,769 | $65.3M |
| First Trust Advisors LP | 0.03% | Add +5.0% | 637,043 | $57.3M |
| Caisse de depot et placement du Quebec | 0.07% | Reduce -5.3% | 539,873 | $48.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.8% | 519,756 | $46.8M |
| Gabelli Funds LLC | 0.27% | Reduce -1.1% | 462,200 | $41.6M |
| Northern Trust Corp. | 0.00% | Add +5.0% | 453,446 | $40.8M |
| D. E. Shaw & Co. | 0.03% | Add +11.9% | 447,021 | $40.2M |
| Bank of New York Mellon Corp | 0.01% | Add +2.2% | 358,275 | $32.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.0% | 315,978 | $28.3M |
| Bank of America Corp. | 0.00% | Reduce -7.1% | 312,589 | $28.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.3% | 278,778 | $25.1M |
| Victory Capital Management Inc. | 0.01% | Add +9.4% | 276,060 | $24.8M |
| Nuveen, LLC | 0.01% | Add +41.9% | 268,456 | $24.2M |
| GAMCO Investors | 0.21% | Reduce 0.0% | 264,798 | $23.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +96.3% | 260,050 | $23.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.6% | 249,295 | $22.4M |
| Principal Financial Group Inc. | 0.01% | Add +0.7% | 233,558 | $21.0M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -38.4% | 210,546 | $18.9M |
| Invesco Ltd. | 0.00% | Reduce -11.3% | 199,684 | $18.0M |
| Public Sector Pension Investment Board | 0.05% | Reduce -1.8% | 195,071 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 185,376 | $16.7M |
| Federated Hermes, Inc. | 0.02% | Add +4.2% | 174,664 | $15.7M |
| UBS Group AG | 0.00% | Reduce -13.3% | 135,671 | $12.2M |
| Bank & Trust Co | 6.80% | Add +0.3% | 119,641 | $10.8M |
| Rhumbline Advisers | 0.01% | Add +5.2% | 104,092 | $9.4M |
| US Bancorp \de | 0.01% | Reduce -9.2% | 100,662 | $9.1M |
| Whittier Trust Co. | 0.09% | Reduce -0.1% | 98,904 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.8% | 97,439 | $8.8M |
| LPL Financial LLC | 0.00% | Add +64.2% | 95,971 | $8.6M |
| Franklin Resources Inc. | 0.00% | Reduce -19.2% | 90,522 | $8.1M |
| American Century Companies Inc. | 0.00% | Add +36.7% | 86,785 | $7.8M |
| Contravisory Investment Management, Inc. | 1.37% | New | 86,441 | $7.8M |
| Legal & General Group Plc | 0.00% | Reduce -9.3% | 85,285 | $7.7M |
| Denali Advisors LLC | 0.77% | Reduce -5.3% | 85,102 | $7.7M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +3.4% | 83,053 | $7.5M |
| ProShare Advisors LLC | 0.01% | Add +8.1% | 80,928 | $7.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -3.8% | 78,855 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.9% | 75,800 | $6.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -0.1% | 75,539 | $6.8M |
| Phocas Financial Corp. | 0.91% | Reduce -5.0% | 72,681 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -73.0% | 72,311 | $6.5M |
| Millennium Management | 0.00% | Reduce -45.4% | 71,147 | $6.4M |
| New York State Common Retirement Fund | 0.01% | Add +2.3% | 70,882 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -1.5% | 68,569 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +38.9% | 67,333 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +39.7% | 59,697 | $5.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +25.7% | 57,071 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Reduce -9.3% | 55,880 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -11.7% | 54,910 | $4.9M |
| Tudor Investment Corporation | 0.02% | Reduce -38.7% | 52,639 | $4.7M |
| Citigroup Inc. | 0.00% | Add +45.9% | 50,314 | $4.5M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +0.2% | 49,054 | $4.5M |
| Barclays PLC | 0.00% | Add +10.6% | 47,891 | $4.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -51.3% | 46,061 | $4.1M |
| Linden Thomas Advisory Services, LLC | 0.32% | Add +96.7% | 44,579 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +7.8% | 44,983 | $3.9M |
| Martingale Asset Management L P | 0.09% | Add +10.3% | 43,830 | $3.9M |
| Deutsche Bank AG | 0.00% | Add +12.8% | 43,790 | $3.9M |
| Palisades Investment Partners, LLC | 1.12% | Reduce -1.8% | 43,583 | $3.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 43,201 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.5% | 42,882 | $3.9M |
| Vest Financial, LLC | 0.04% | Add +3.6% | 42,523 | $3.8M |
| Benjamin Edwards Inc. | 0.03% | Add +2.7% | 40,275 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -29.6% | 36,053 | $3.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +20.2% | 35,292 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.6% | 33,415 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -1.3% | 33,349 | $3.0M |
| Royce & Associates LP | 0.02% | Add +0.6% | 31,715 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.4% | 31,490 | $2.8M |
| Nomura Asset Management International Inc. | 0.00% | New | 31,200 | $2.8M |
| XTX Topco Ltd | 0.03% | Reduce -31.9% | 29,860 | $2.7M |
| AQR Capital Management | 0.00% | Add +32.4% | 29,182 | $2.6M |
| Inspire Investing, LLC | 0.10% | Add +2839200.0% | 28,393 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +57.9% | 28,242 | $2.5M |
| PDT Partners, LLC | 0.13% | Add +31.1% | 27,000 | $2.4M |
| Mariner, LLC | 0.00% | Add +0.5% | 26,469 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.1% | 25,768 | $2.3M |
| John G Ullman & Associates Inc. | 0.28% | No change | 25,450 | $2.3M |
| Renaissance Technologies | 0.00% | Add +252.7% | 23,310 | $2.1M |
| Advisors Asset Management, Inc. | 0.03% | Add +8.6% | 23,141 | $2.1M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -74.5% | 23,067 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +7.1% | 22,779 | $2.0M |
| OneAscent Financial Services LLC | 0.10% | Reduce -9.6% | 22,625 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +5.4% | 22,029 | $2.0M |
| Alps Advisors Inc. | 0.01% | Add +2.8% | 21,276 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.1% | 20,979 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +494.9% | 20,315 | $1.8M |
| WINTON GROUP Ltd | 0.06% | Add +36.4% | 19,946 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -23.9% | 19,771 | $1.8M |
| Occudo Quantitative Strategies LP | 0.09% | New | 19,692 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.3% | 19,564 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +26.1% | 18,604 | $1.7M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.1% | 18,400 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.5% | 18,010 | $1.6M |
| Jupiter Topco LLC | 0.00% | — | 17,899 | $1.6M |
| Fifth Third Bancorp | 0.00% | Reduce -0.7% | 17,697 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Add +47.3% | 17,622 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | Add +5.1% | 17,147 | $1.5M |
| Capstone Investment Advisors, LLC | 0.01% | Add +50.9% | 16,814 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.2% | 16,655 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Reduce -3.5% | 16,358 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.0% | 16,179 | $1.5M |
| Holocene Advisors, LP | 0.00% | Add +213.9% | 15,635 | $1.4M |
| Jump Financial, LLC | 0.01% | New | 15,400 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +23.6% | 15,032 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,010 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.6% | 14,489 | $1.3M |
| Man Group plc | 0.00% | Reduce -74.1% | 14,471 | $1.3M |
| North Star Investment Management Corp. | 0.07% | No change | 14,236 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -33.2% | 13,826 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 13,612 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.5% | 13,273 | $1.2M |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.0% | 12,924 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +64.8% | 12,788 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +20.6% | 12,186 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +14.6% | 12,147 | $1.1M |
| Capital Fund Management S.A. | 0.01% | Reduce -14.2% | 12,038 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +76.6% | 11,866 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.5% | 11,536 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -6.3% | 11,199 | $1.0M |
| Yousif Capital Management, LLC | 0.01% | Add +0.2% | 11,162 | $1.0M |
| James Investment Research, Inc. | 0.10% | No change | 10,631 | $957K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,544 | $949K |
| Eagle Global Advisors LLC | 0.03% | No change | 10,480 | $943K |
| Arizona State Retirement System | 0.00% | Add +0.6% | 10,419 | $938K |
| Atom Investors LP | 0.08% | Reduce -0.4% | 10,370 | $933K |
| New York State Teachers Retirement System | 0.00% | Reduce -17.6% | 10,300 | $927K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 10,201 | $918K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 10,139 | $912K |
| Jefferies Financial Group Inc. | 0.01% | New | 10,082 | $907K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.9% | 9,956 | $896K |
| Voya Investment Management LLC | 0.00% | Add +8.3% | 9,877 | $889K |
| Vista Investment Partners LLC | 0.22% | Reduce -0.0% | 9,786 | $881K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +90.3% | 9,729 | $875K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 9,592 | $863K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 9,490 | $854K |
| Bank of Montreal | 0.00% | Add +0.6% | 8,835 | $795K |
| MML Investors Services, LLC | 0.00% | Add +23.0% | 8,800 | $792K |
| Sei Investments Co. | 0.00% | Reduce -22.0% | 8,618 | $775K |
| Bridgewater Associates | 0.00% | Reduce -43.8% | 8,549 | $769K |
| FMR LLC | 0.00% | Add +4.2% | 8,298 | $747K |
| Intech Investment Management LLC | 0.01% | Reduce -16.5% | 8,249 | $742K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.1% | 8,215 | $739K |
| Empowered Funds, LLC | 0.00% | New | 8,170 | $735K |
| Alerus Financial NA | 0.03% | Reduce -11.1% | 8,028 | $722K |
| Curi Capital, LLC | 0.01% | Reduce -4.8% | 7,947 | $715K |
| Bluespring Wealth Management, LLC | 0.01% | Add +6.2% | 7,923 | $713K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.3% | 7,819 | $701K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 7,748 | $697K |
| Creative Planning | 0.00% | Add +8.2% | 7,596 | $683K |
| Envestnet Asset Management Inc. | 0.00% | Add +43.6% | 7,505 | $675K |
| Foster & Motley Inc. | 0.03% | Reduce -6.8% | 7,223 | $650K |
| Exit Wealth Advisors, LLC. | 0.29% | New | 7,178 | $646K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,080 | $637K |
| Infrastructure Capital Advisors, LLC | 0.09% | Add +1.9% | 6,924 | $623K |
| D.A. Davidson & Co. | 0.00% | No change | 6,767 | $609K |
| Johnson Wealth Management, LLC | 0.26% | Reduce -0.1% | 6,717 | $604K |
| Quadrature Capital Ltd | 0.00% | New | 6,332 | $570K |
| CIBC Bancorp USA Inc. | 0.00% | Add +4.7% | 6,215 | $559K |
| Lido Advisors, LLC | 0.00% | Add +14.5% | 6,203 | $558K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.0% | 6,107 | $550K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,110 | $550K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.0% | 5,982 | $538K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.8% | 5,901 | $531K |
| Guggenheim Capital LLC | 0.00% | Add +1.0% | 5,858 | $527K |
| Amundi | 0.00% | Reduce -28.9% | 5,840 | $525K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +12.0% | 5,628 | $506K |
| RBA Wealth Management, LLC | 0.18% | Reduce -7.8% | 5,569 | $501K |
| Greenwood Capital Associates LLC | 0.05% | Reduce -1.0% | 5,511 | $496K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 5,403 | $486K |
| Bayban | 0.37% | Add +3.9% | 5,401 | $486K |
| Inspire Advisors, LLC | 0.03% | New | 5,386 | $485K |
| Opus Capital Group, LLC | 0.05% | No change | 5,266 | $474K |
| Vident Advisory, LLC | 0.00% | Reduce -4.6% | 5,243 | $472K |
| SG Americas Securities, LLC | 0.00% | Reduce -79.6% | 5,211 | $469K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.1% | 5,174 | $466K |
| Savant Capital, LLC | 0.00% | Add +100.0% | 5,237 | $465K |
| State of Wisconsin Investment Board | 0.00% | Reduce -65.7% | 5,059 | $455K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.9% | 5,043 | $454K |
| Hendershot Investments Inc. | 0.06% | No change | 5,000 | $450K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,928 | $443K |
| Bravera Wealth | 0.17% | Reduce -9.7% | 4,873 | $438K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.3% | 4,808 | $433K |
| Alternative Investment Advisors, LLC. | 0.17% | Add +0.7% | 4,799 | $432K |
| Evolve Private Wealth, LLC | 0.03% | Add +0.4% | 4,789 | $431K |
| Virtus Advisers, LLC | 0.17% | Reduce -30.6% | 4,753 | $428K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,608 | $415K |
| Quadrant Capital Group LLC | 0.01% | No change | 4,576 | $412K |
| Legacy Capital Group California, Inc. | 0.12% | New | 4,560 | $410K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.8% | 4,554 | $410K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.4% | 4,539 | $408K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Reduce -5.8% | 4,539 | $408K |
| Swiss Life Asset Management Ltd | 0.00% | Add +9.5% | 4,442 | $400K |
| Accredited Investors Inc. | 0.02% | Add +0.7% | 4,436 | $399K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.7% | 4,395 | $395K |
| Wealth Forward, LLC | 0.19% | No change | 4,238 | $381K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.1% | 4,193 | $377K |
| Bokf, NA | 0.01% | Reduce -0.9% | 4,167 | $375K |
| Mirabella Financial Services LLP | 0.04% | New | 4,088 | $368K |
| Bell Bank | 0.01% | No change | 4,086 | $368K |
| Tactive Advisors, LLC | 0.09% | New | 4,050 | $364K |
| Gotham Asset Management | 0.00% | Reduce -18.5% | 4,007 | $361K |
| Captrust Financial Advisors | 0.00% | Add +8.2% | 3,967 | $357K |
| Xponance LLC | 0.00% | Add +7.5% | 3,876 | $349K |
| Chesley Taft & Associates LLC | 0.01% | No change | 3,680 | $331K |
| Tidal Investments LLC | 0.00% | New | 3,676 | $331K |
| Voleon Capital Management LP | 0.01% | Reduce -60.3% | 3,584 | $322K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.2% | 3,550 | $319K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -8.0% | 3,543 | $319K |
| Ifrah Financial Services, Inc. | 0.08% | Add +0.7% | 3,497 | $315K |
| Atlas Brown,Inc. | 0.08% | No change | 3,491 | $314K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.2% | 3,398 | $306K |
| Van Diest Capital, LLC | 0.27% | New | 3,374 | $304K |
| Gsa Capital Partners LLP | 0.02% | Add +20.9% | 3,244 | $292K |
| Lifelong Wealth Advisors, Inc. | 0.07% | No change | 3,164 | $285K |
| &partners | 0.00% | Add +14.7% | 3,160 | $284K |
| Mann Financial Group, Inc. | 0.24% | No change | 3,129 | $282K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 3,056 | $275K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.7% | 3,049 | $274K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -0.1% | 2,879 | $259K |
| Corient Private Wealth LP | 0.00% | Add +17.5% | 2,862 | $258K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,841 | $256K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.6% | 2,838 | $255K |
| Convergence Financial, LLC | 0.02% | New | 2,828 | $254K |
| Integrity Alliance, Llc. | 0.01% | No change | 2,809 | $253K |
| Inceptionr LLC | 0.06% | New | 2,798 | $252K |
| CIBC Asset Management Inc | 0.00% | No change | 2,796 | $252K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 2,779 | $250K |
| Compass Financial Group, INC | 0.03% | Add +0.6% | 2,715 | $244K |
| Neuberger Berman Group LLC | 0.00% | Add +8.5% | 2,668 | $240K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -3.6% | 2,665 | $240K |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 2,652 | $239K |
| Independent Advisor Alliance | 0.01% | Reduce -38.1% | 2,623 | $236K |
| denkapparat Operations GmbH | 0.08% | No change | 2,586 | $233K |
| AE Wealth Management LLC | 0.00% | New | 2,519 | $227K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -62.4% | 2,500 | $225K |
| Baird Financial Group, Inc. | 0.00% | New | 2,490 | $224K |
| Brady Martz Wealth Solutions, LLC | 0.03% | New | 2,456 | $221K |
| Abel Hall, LLC | 0.04% | Add +1.4% | 2,435 | $219K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 2,400 | $216K |
| IHT Wealth Management, LLC | 0.00% | Add +3.3% | 2,399 | $216K |
| Merit Financial Group, LLC | 0.00% | New | 2,373 | $214K |
| Vise Technologies, Inc. | 0.00% | New | 2,345 | $211K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -60.7% | 2,060 | $185K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,060 | $185K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +1.0% | 2,042 | $184K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,660 | $149K |
| Quantbot Technologies LP | 0.01% | Reduce -91.5% | 1,546 | $139K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,526 | $130K |
| JNBA Financial Advisors | 0.01% | Reduce -15.8% | 1,444 | $130K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,305 | $117K |
| KBC Group NV | 0.00% | No change | 1,227 | $110K |
| Global Retirement Partners, LLC | 0.00% | — | 1,216 | $109K |
| HM Payson & Co. | 0.00% | No change | 1,172 | $105K |
| Financial Perspectives, Inc | 0.03% | No change | 1,155 | $104K |
| Abound Wealth Management | 0.02% | Reduce -0.2% | 1,149 | $103K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 1,124 | $101K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.1% | 1,119 | $101K |
| Crews Bank & Trust | 0.01% | No change | 1,092 | $98K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.6% | 1,091 | $98K |
| Covestor Ltd | 0.05% | Reduce -12.8% | 1,032 | $93K |
| International Assets Investment Management, LLC | 0.01% | Add +0.6% | 1,021 | $92K |
| Hussman Strategic Advisors, Inc. | 0.02% | No change | 1,000 | $90K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,000 | $90K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.4% | 972 | $87K |
| Trust Co. of Vermont | 0.00% | — | 904 | $81K |
| USA Financial Formulas | 0.01% | — | 870 | $78K |
| GAMMA Investing LLC | 0.00% | Add +13.0% | 835 | $75K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -40.6% | 811 | $73K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -24.9% | 801 | $72K |
| STRS Ohio | 0.00% | No change | 800 | $72K |
| TFC Financial Management, Inc. | 0.01% | New | 773 | $70K |
| Arax Advisory Partners | 0.00% | Add +93.9% | 768 | $69K |
| Geneos Wealth Management Inc. | 0.00% | No change | 742 | $67K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.1% | 717 | $65K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.3% | 699 | $63K |
| High Note Wealth, LLC | 0.01% | No change | 677 | $61K |
| UMB Bank, n.a. | 0.00% | Add +1.9% | 661 | $59K |
| AdvisorNet Financial, Inc | 0.00% | No change | 650 | $58K |
| Costello Asset Management, INC | 0.02% | Add +0.2% | 619 | $56K |
| Continuum Advisory, LLC | 0.00% | New | 574 | $52K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 561 | $50K |
| Bayforest Capital Ltd | 0.05% | New | 550 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +28.2% | 504 | $45K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 500 | $45K |
| Asset Planning,Inc | 0.03% | No change | 500 | $45K |
| SHP Wealth Management | 0.00% | No change | 500 | $45K |
| Buck Wealth Strategies, LLC | 0.00% | New | 466 | $42K |
| Chilton Capital Management LLC | 0.00% | No change | 426 | $38K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 420 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -24.9% | 341 | $31K |
| HighMark Wealth Management LLC | 0.01% | Add +0.6% | 340 | $31K |
| West Financial Advisors, LLC | 0.00% | No change | 334 | $30K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -15.4% | 335 | $30K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -4.6% | 310 | $28K |
| Parallel Advisors, LLC | 0.00% | New | 311 | $28K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -10.0% | 307 | $28K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -0.3% | 302 | $27K |
| Bessemer Group Inc. | 0.00% | Reduce -26.5% | 300 | $27K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 300 | $27K |
| IFP Advisors, Inc | 0.00% | Add +40.5% | 267 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 200 | $18K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Add +0.5% | 198 | $18K |
| Optiver Holding B.V. | 0.00% | New | 194 | $17K |
| Bare Financial Services, Inc | 0.00% | Add +80.2% | 182 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +3.1% | 165 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 124 | $11K |
| Signature Equity Partners, LLC | 0.00% | Add +2525.0% | 105 | $9K |
| Simplex Trading, LLC | 0.00% | Add +586.7% | 103 | $9K |
| Broadwater Capital Management LLC | 0.01% | No change | 95 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +1.1% | 94 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -11.8% | 90 | $8K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 90 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +216.0% | 79 | $7K |
| Rothschild Investment LLC | 0.00% | Add +9.7% | 68 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 62 | $6K |
| WealthCollab, LLC | 0.00% | Reduce -51.3% | 58 | $5K |
| CVA Family Office, LLC | 0.00% | Add +34.1% | 55 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 53 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 45 | $4K |
| Assetmark, Inc. | 0.00% | No change | 40 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 38 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +1033.3% | 34 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 34 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 33 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +39.1% | 32 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 28 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 27 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +150.0% | 25 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -11.5% | 23 | $2K |
| Quarry LP | 0.00% | Reduce -8.0% | 23 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 21 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $1K |
| Archer Investment Corp | 0.00% | No change | 12 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 12 | $1K |
| Caitlin John, LLC | 0.00% | New | 11 | $990 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 11 | $990 |
| Rialto Wealth Management, LLC | 0.00% | Add +266.7% | 11 | $990 |
| Creative Capital Management Investments LLC | 0.00% | New | 10 | $900 |
| Fiduciary Financial Advisors | 0.00% | New | 10 | $900 |
| Essential Partners LLC | 0.00% | No change | 8 | $720 |
| HFM Investment Advisors, LLC | 0.00% | Add +250.0% | 7 | $630 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $540 |
| Fulcrum Asset Management LLP | 0.00% | New | 6 | $533 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -16.7% | 5 | $450 |
| Ankerstar Wealth, LLC | 0.00% | No change | 4 | $360 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 4 | $360 |
| Creative Financial Designs Inc. | 0.00% | New | 3 | $270 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $270 |
| Davis Capital Management | 0.00% | New | 2 | $180 |
| LRI Investments, LLC | 0.00% | New | 2 | $180 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $90 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $90 |
| Evolution Advisers, Inc. | 0.00% | New | 5 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is OTTR's weight in each manager's 13F, not the share of Otter Tail Corp. the manager owns.