OSAIC HOLDINGS, INC.

Position in OTTR — Otter Tail Corp

CIK 1677044 SCOTTSDALE, AZ

Position in OTTR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,709,057

-$1,077,433 QoQ

Shares Held

19,472

-43.5% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $105,491,569 across 20 Conglomerates names. OTTR ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	257,767	$61,104,439
2	MMM	3M Co	229,660	$33,353,519
3	VMI	Valmont Industries Inc	18,667	$7,458,772
4	OTTR	Otter Tail Corp This page	19,472	$1,709,057
5	GHC	Graham Holdings Co	924	$976,907
6	TUSK	Mammoth Energy Services, Inc.	72,419	$177,426
7	CODI	Compass Diversified Holdings	17,328	$136,197
8	FBYD	Falcon's Beyond Global, Inc.	9,546	$134,598

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,709,057	19,472	-43.5%	Shares	Defined	2026-05-15
2025-12-31	$2,786,490	34,482	+8.3%	Shares	Defined	2026-02-17
2025-09-30	$2,609,759	31,838	+47.4%	Shares	Defined	2025-11-14
2025-06-30	$1,665,221	21,601	+2.2%	Shares	Defined	2025-09-04
2025-03-31	$1,698,459	21,133	-2.9%	Shares	Defined	2025-05-12
2024-12-31	$1,606,905	21,762	+10.4%	Shares	Defined	2025-06-06
2024-09-30	$1,541,001	19,716	-7.0%	Shares	Defined	2024-11-13
2024-06-30	$1,857,694	21,209	-10.4%	Shares	Defined	2024-08-13
2024-03-31	$2,045,345	23,673	-2.7%	Shares	Defined	2024-05-10
2023-12-31	$2,067,061	24,327	-23.8%	Shares	Defined	2024-02-12
2023-09-30	$2,424,122	31,930	+37.2%	Shares	Defined	2023-11-13
2023-06-30	$1,838,263	23,281	-0.4%	Shares	Sole	2023-08-21
2023-03-31	$1,689,596	23,379	-10.3%	Shares	Sole	2023-05-12
2022-12-31	$1,531,034	26,078	-0.8%	Shares	Defined	2023-02-10
2022-09-30	$1,617,664	26,295	-3.3%	Shares	Defined	2022-11-14
2022-06-30	$1,824,589	27,180	+2.6%	Shares	Defined	2022-08-10
2022-03-31	$1,654,998	26,480	-10.0%	Shares	Defined	2022-05-04
2021-12-31	$2,100,601	29,412	+1.1%	Shares	Defined	2022-02-03
2021-09-30	$1,628,387	29,094	+0.9%	Shares	Defined	2021-11-05
2021-06-30	$1,407,385	28,834	+2.5%	Shares	Defined	2021-08-02
2021-03-31	$1,298,991	28,135	+1.8%	Shares	Defined	2021-05-13
2020-12-31	$1,177,354	27,631	+8.9%	Shares	Defined	2021-02-10
2020-09-30	$918,137	25,384	+3.9%	Shares	Defined	2020-11-12
2020-06-30	$947,442	24,425	+2.9%	Shares	Defined	2020-08-14
2020-03-31	$1,055,744	23,746	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.