Position in OTTR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$408,419
+$37,328 QoQ
Shares Held
4,539
+7.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 361 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in OTTR Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $37,636,543 across 12 Conglomerates names. OTTR ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
103,057 | $16,685,958 | |
| 2 | HON |
Honeywell International Inc
|
58,158 | $13,021,576 | |
| 3 | VMI |
Valmont Industries Inc
|
6,971 | $4,026,449 | |
| 4 | SEB |
Seaboard Corp /De/
|
295 | $1,316,977 | |
| 5 | GHC |
Graham Holdings Co
|
814 | $929,115 | |
| 6 | DLX |
Deluxe Corp
|
20,381 | $486,698 | |
| 7 | OTTR |
Otter Tail Corp
This page
|
4,539 | $408,419 | |
| 8 | FIP |
FTAI Infrastructure Inc.
|
44,948 | $208,558 |
All Filings in OTTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,419 | 4,539 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $371,091 | 4,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $284,532 | 3,521 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $280,665 | 3,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,032 | 2,958 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,158 | 2,590 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $220,560 | 2,987 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $448,482 | 5,738 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $605,246 | 6,910 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $668,563 | 7,738 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $558,762 | 6,576 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $505,930 | 6,664 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $476,760 | 6,038 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $348,269 | 4,819 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $210,651 | 3,588 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $270,564 | 4,398 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $290,471 | 4,327 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||