Position in OTTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,569,678
+$229,606 QoQ
Shares Held
17,884
+7.8% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Cetera Investment Advisers holds $111,510,480 across 8 Conglomerates names. OTTR ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
312,292 | $74,029,755 | |
| 2 | MMM |
3M Co
|
210,662 | $30,594,442 | |
| 3 | VMI |
Valmont Industries Inc
|
10,369 | $4,143,141 | |
| 4 | OTTR |
Otter Tail Corp
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|
17,884 | $1,569,678 | |
| 5 | GHC |
Graham Holdings Co
|
375 | $396,472 | |
| 6 | BBUC |
Brookfield Business Corp
|
9,195 | $290,929 | |
| 7 | CODI |
Compass Diversified Holdings
|
33,893 | $266,398 | |
| 8 | BOC |
BOSTON OMAHA Corp
|
18,807 | $219,665 |
All Filings in OTTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||