Position in OTTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,541,215
+$971,537 QoQ
Shares Held
28,242
+57.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 358 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Cetera Investment Advisers holds $81,509,609 across 10 Conglomerates names. OTTR ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
160,529 | $35,942,443 | |
| 2 | MMM |
3M Co
|
220,068 | $35,631,209 | |
| 3 | VMI |
Valmont Industries Inc
|
10,121 | $5,845,889 | |
| 4 | OTTR |
Otter Tail Corp
This page
|
28,242 | $2,541,215 | |
| 5 | GHC |
Graham Holdings Co
|
335 | $382,375 | |
| 6 | PAM |
Pampa Energy Inc.
|
4,316 | $354,473 | |
| 7 | CODI |
Compass Diversified Holdings
|
26,728 | $284,920 | |
| 8 | BBUC |
Brookfield Business Corp
|
9,164 | $273,545 |
All Filings in OTTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,541,215 | 28,242 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,569,678 | 17,884 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,340,072 | 16,583 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,343,570 | 16,391 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $896,479 | 11,629 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $872,496 | 10,856 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $356,204 | 4,824 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $470,132 | 6,015 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $507,233 | 5,791 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $631,411 | 7,308 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||