Position in OTTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,801,969
+$329,992 QoQ
Shares Held
31,924
+4.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Financial Engines Advisors L.L.C. holds $4,788,979 across 3 Conglomerates names. OTTR ranks #1 (58.5% of the industry book) .
All Filings in OTTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,801,969 | 31,924 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,471,977 | 30,590 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,458,280 | 29,990 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,216,954 | 28,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,838,945 | 22,881 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,670,777 | 22,627 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,813,468 | 23,202 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,951,505 | 22,280 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||