OTTR · Otter Tail Corp
$92.87
+0.00 (+0.00%)
At close · Aug 14
Market Cap
$3.90B
Shares
41.99M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding OTTR
316 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 2,516,278 | $220,853,720 | 0.24% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,328,195 | $116,575,675 | 0.01% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 967,098 | $84,882,191 | 0.05% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 947,569 | $83,168,131 | 0.12% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 616,007 | $54,066,934 | 0.09% | Long | 2026-03-31 | |
| First Trust SMID Cap Rising Dividend Achievers ETF | — | 513,935 | $45,108,075 | 0.45% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 467,115 | $40,998,684 | 0.05% | Long | 2026-03-31 | |
| The Gabelli Utilities Fund | — | 391,600 | $34,370,732 | 1.94% | Long | 2026-03-31 | |
| Fidelity Small Cap Index Fund | — | 381,716 | $34,064,336 | 0.10% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 379,325 | $33,293,355 | 0.24% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | — | 309,365 | $27,152,966 | 0.22% | Long | 2026-03-31 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 281,486 | $24,706,026 | 0.26% | Long | 2026-03-31 | |
| VANGUARD UTILITIES INDEX FUND | — | 262,521 | $22,750,070 | 0.22% | Long | 2026-05-31 | |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | — | 235,221 | $20,991,122 | 0.02% | Long | 2026-04-30 | |
| U.S. SMALL CAP PORTFOLIO | — | 225,432 | $20,117,552 | 0.11% | Long | 2026-04-30 | |
| iShares S&P Small-Cap 600 Value ETF | — | 225,018 | $19,749,830 | 0.26% | Long | 2026-03-31 | |
| 1290 VT GAMCO Small Company Value Portfolio | — | 224,000 | $19,660,480 | 0.50% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 216,824 | $18,789,968 | 0.04% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | — | 201,704 | $17,479,669 | 0.08% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 198,040 | $17,162,146 | 0.10% | Long | 2026-05-31 | |
| iShares S&P Small-Cap 600 Growth ETF | — | 162,699 | $14,280,091 | 0.22% | Long | 2026-03-31 | |
| U.S. MICRO CAP PORTFOLIO | — | 158,019 | $14,101,616 | 0.19% | Long | 2026-04-30 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 150,060 | $13,391,354 | 0.01% | Long | 2026-04-30 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 144,953 | $12,561,627 | 0.21% | Long | 2026-05-31 | |
| Dimensional U.S. Small Cap ETF | — | 127,338 | $11,363,643 | 0.08% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 120,661 | $10,590,416 | 0.26% | Long | 2026-03-31 | |
| Schwab Fundamental U.S. Small Company ETF | — | 105,048 | $9,103,460 | 0.10% | Long | 2026-05-31 | |
| Federated Hermes MDT Small Cap Core Fund | — | 98,912 | $8,826,907 | 0.47% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | — | 99,518 | $8,734,695 | 0.22% | Long | 2026-03-31 | |
| VictoryShares US Small Mid Cap Value Momentum ETF | — | 97,709 | $8,575,919 | 0.61% | Long | 2026-03-31 | |
| Victory Market Neutral Income Fund | — | 94,013 | $8,251,521 | 0.28% | Long | 2026-03-31 | |
| Applied Finance Explorer Fund | — | 91,945 | $8,205,172 | 0.83% | Long | 2026-04-30 | |
| Bridge Builder Small/Mid Cap Value Fund | — | 91,465 | $8,027,883 | 0.09% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Dividend Fund | — | 90,983 | $7,985,578 | 0.41% | Long | 2026-03-31 | |
| Schwab Small-Cap Index Fund | — | 84,470 | $7,538,103 | 0.10% | Long | 2026-04-30 | |
| Goldman Sachs Small Cap Value Insights Fund | — | 82,869 | $7,395,230 | 0.66% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 79,592 | $6,897,443 | 0.00% | Long | 2026-05-31 | |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | — | 72,770 | $6,387,023 | 0.27% | Long | 2026-03-31 | |
| Invesco S&P Global Water Index ETF | — | 69,350 | $6,188,794 | 0.60% | Long | 2026-04-30 | |
| ProShares Russell 2000 Dividend Growers ETF | — | 69,364 | $6,011,084 | 0.92% | Long | 2026-05-31 | |
| JPMorgan Small Cap Value Fund | — | 67,523 | $5,926,494 | 0.52% | Long | 2026-03-31 | |
| SPDR(R) S & P 600 Small Cap ETF | BWX | 78,802 | $5,695,021 | 0.33% | Long | 2023-03-31 | |
| JNL Small Cap Index Fund | — | 64,656 | $5,674,857 | 0.24% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 64,344 | $5,576,051 | 0.00% | Long | 2026-05-31 | |
| Master Small Cap Index Series | — | 63,074 | $5,536,005 | 0.11% | Long | 2026-03-31 | |
| Columbia Small Cap Index Fund | — | 62,556 | $5,421,103 | 0.21% | Long | 2026-05-31 | |
| Fidelity MSCI Utilities Index ETF | — | 57,693 | $5,148,523 | 0.21% | Long | 2026-04-30 | |
| Calvert Global Water Fund | — | 56,685 | $4,975,242 | 0.92% | Long | 2026-03-31 | |
| Gabelli Utility Trust | GUT | 56,500 | $4,959,005 | 1.70% | Long | 2026-03-31 | |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund | — | 54,072 | $4,745,899 | 0.33% | Long | 2026-03-31 |
Showing 1–50 of 316 positions
Key facts
CIK
1466593
CUSIP
689648103
13F (30d)
337 filings
318 filers
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