OTTR
Otter Tail CorpCompany with tickers: OTTR
CIK
1466593
CUSIP
689648103
Shares Outstanding
41,984,150
Website
https://www.ottertail.com
Investor Relations
https://www.ottertail.com/investors/corporate-profile/default.aspx
13F Activity (30d)
7 filings
3 filers
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
229 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 | |
| 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 | — | 256,679 | $21,843,383 | 0.20% | Long | 2026-02-28 | |
| U.S. SMALL CAP PORTFOLIO | — | 225,432 | $20,099,517 | 0.11% | Long | 2026-01-31 | |
| 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 | — | 217,677 | $18,524,313 | 0.05% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 203,646 | $17,330,275 | 0.08% | Long | 2026-02-28 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 191,025 | $16,256,228 | 0.11% | Long | 2026-02-28 | |
| 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 | $14,088,974 | 0.20% | Long | 2026-01-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 143,529 | $12,214,318 | 0.23% | Long | 2026-02-28 | |
| Schwab Fundamental U.S. Small Company ETF | — | 131,990 | $11,232,349 | 0.11% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 120,661 | $10,590,416 | 0.26% | Long | 2026-03-31 | |
| 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 | |
| Fidelity Total Market Index Fund | — | 77,629 | $6,606,228 | 0.01% | Long | 2026-02-28 | |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | — | 72,770 | $6,387,023 | 0.27% | Long | 2026-03-31 | |
| ProShares Russell 2000 Dividend Growers ETF | — | 72,657 | $6,183,111 | 0.94% | Long | 2026-02-28 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 68,475 | $6,105,231 | 0.02% | Long | 2026-01-31 | |
| JPMorgan Small Cap Value Fund | — | 67,523 | $5,926,494 | 0.52% | Long | 2026-03-31 | |
| Columbia Small Cap Index Fund | — | 66,703 | $5,676,425 | 0.22% | Long | 2026-02-28 | |
| JNL Small Cap Index Fund | — | 64,656 | $5,674,857 | 0.24% | Long | 2026-03-31 | |
| Master Small Cap Index Series | — | 63,074 | $5,536,005 | 0.11% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 62,588 | $5,326,239 | 0.01% | Long | 2026-02-28 | |
| 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 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 52,957 | $4,648,036 | 0.01% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | — | 50,701 | $4,314,655 | 0.25% | Long | 2026-02-28 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 44,316 | $3,951,215 | 0.01% | Long | 2026-01-31 | |
| Fidelity Small Cap Value Index Fund | — | 44,524 | $3,907,871 | 0.22% | Long | 2026-03-31 | |
| VictoryShares US Small Cap High Div Volatility Wtd ETF | — | 41,917 | $3,679,055 | 1.45% | Long | 2026-03-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 40,452 | $3,550,472 | 0.10% | Long | 2026-03-31 | |
| PSF Small-Cap Stock Index Portfolio | — | 35,649 | $3,128,913 | 0.23% | Long | 2026-03-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 34,180 | $2,999,979 | 0.00% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Equity ETF | — | 34,155 | $2,906,591 | 0.12% | Long | 2026-02-28 |
Showing 1–50 of 229 positions