OTTR · Otter Tail Corp · Shareholders & Ownership

$89.86 +0.99 (+1.11%) At close · Oct 20

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$3.73B

41.99M

Volume · Oct 20 146.98K Avg daily vol (3M) 225.52K

Every disclosed holder of OTTR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OTTR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	370	29,600,213	70.50%	Yes
Insiders (Forms 3, 4, 5)	17	693,623	1.65%	Yes
13D/G-only blocks	1	2,973,337	7.08%	Yes
Remaining	—	8,718,407	20.77%	Rest
Registered funds (N-PORT, not summed)	290	16,330,599	38.90%	No

Shares outstanding: 41,985,580, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OTTR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,557,596	15.62%	+133,222	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,529,498	6.02%	+13,220	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,003,879	2.39%	+56,310	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	369,337	0.88%	+59,972	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	198,808	0.47%	-26,210	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	169,631	0.40%	+6,932	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,996,322	7.14%	+49,138	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Cascade Investment, L.L.C. 13D CIK 1052192 · Unknown · Oct 1, 2024	2,973,337	7.08%	—	Oct 1, 2024
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,891,243	4.50%	+25,530	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,645,782	3.92%	+76,434	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,148,193	5.12%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	383,708	0.91%	+4,383	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	119,683	0.29%	-978	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	105,496	0.25%	+5,978	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,676	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,336,455	3.18%	+8,260	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,186,461	2.83%	+143,548	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	53,090	0.13%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,112,886	2.65%	+57,999	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	963,651	2.30%	-3,447	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	885,376	2.11%	+230,942	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	23	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
11	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	828,016	1.97%	+12,775	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	225,432	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	158,019	0.38%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	139,112	0.33%	+11,774	Jul 31, 2026	Dimensional ETF Trust, not summed
11.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	49,471	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
11.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	48,762	0.12%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
12	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,769	1.73%	+62,835	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	637,043	1.52%	+30,539	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	42,594	0.10%	+3,036	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
13.2	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	38,779	0.09%	+7,139	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.3	First Trust/Dow Jones Dividend & Income Allocation Portfolio Fund S000036417 · Registered fund · Jun 30, 2026 First Trust Variable Insurance Trust, not summed	27,783	0.07%	-3,101	Jun 30, 2026	First Trust Variable Insurance Trust, not summed
13.4	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,625	0.03%	+3,344	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13.5	First Trust SMID Capital Strength ETF Fund S000058147 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	6,638	0.02%	—	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
14	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	609,934	1.45%	-6,073	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	540,392	1.29%	+26,457	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
16	Caisse de depot et placement du Quebec 13F CIK 898286 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	539,873	1.29%	-30,060	Jun 30, 2026	carried, not yet filed for the newest quarter
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	519,756	1.24%	-4,365	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	201,704	0.48%	-1,942	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	105,048	0.25%	-26,942	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
17.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	94,760	0.23%	+10,290	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	27,867	0.07%	-163	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
17.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	24,841	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
18	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	481,289	1.15%	+14,174	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	GABELLI FUNDS LLC 13F CIK 1081407 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	462,200	1.10%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	The Gabelli Utilities Fund Fund S000001075 · Registered fund · Jun 30, 2026 Gabelli Utilities Fund, not summed	386,600	0.92%	-5,000	Jun 30, 2026	Gabelli Utilities Fund, not summed
19.2	The Gabelli Small Cap Growth Fund Fund S000001062 · Registered fund · Jun 30, 2026 Gabelli Equity Series Funds Inc, not summed	9,100	0.02%	0	Jun 30, 2026	Gabelli Equity Series Funds Inc, not summed
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	453,446	1.08%	+21,434	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	31,940	0.08%	0	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	19,780	0.05%	+1,829	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,404	0.02%	-183	Jun 30, 2026	Northern Funds, not summed
20.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,844	0.01%	-5,164	Jul 31, 2026	FlexShares Trust, not summed
21	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	447,021	1.06%	+47,595	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	358,275	0.85%	+7,667	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	1,421	0.00%	+60	Jul 31, 2026	BNY Mellon ETF Trust, not summed
23	MACFARLANE CHARLES S Insider CIK 1278053 · Feb 11, 2026 President & CEO, issuer-wide	327,056	0.78%	—	Feb 11, 2026	President & CEO, issuer-wide
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	315,978	0.75%	-23,655	Jun 30, 2026	carried, not yet filed for the newest quarter
25	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	312,589	0.74%	-23,894	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	281,486	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
27	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	278,778	0.66%	+6,370	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,060	0.66%	+23,684	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	117,513	0.28%	+19,804	Jun 30, 2026	Victory Portfolios II, not summed
28.2	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	98,364	0.23%	+4,351	Jun 30, 2026	Victory Portfolios II, not summed
28.3	VictoryShares US Small Cap High Div Volatility Wtd ETF Fund S000049908 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	40,510	0.10%	-1,407	Jun 30, 2026	Victory Portfolios II, not summed
28.4	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,415	0.01%	+45	Jul 31, 2026	Victory Portfolios III, not summed
28.5	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	464	0.00%	+21	Dec 31, 2025	Victory Portfolios II, not summed
29	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	268,456	0.64%	+79,228	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	100,970	0.24%	+66,790	Jun 30, 2026	College Retirement Equities Fund, not summed
29.2	Nuveen Small Cap Value Fund Fund S000005570 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	50,309	0.12%	+1,945	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
29.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	50,228	0.12%	+3,882	Jul 31, 2026	TIAA-CREF Funds, not summed
29.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	34,701	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
29.5	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	525	0.00%	-218	Jun 30, 2026	TIAA-CREF Life Funds, not summed
30	GAMCO INVESTORS, INC. ET AL 13F CIK 807249 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	264,798	0.63%	-2	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	262,521	0.63%	+5,842	May 31, 2026	VANGUARD WORLD FUND, not summed
32	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	260,050	0.62%	+127,580	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	59,272	0.14%	+5,200	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
32.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	6,824	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
32.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	5,899	0.01%	+1,293	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
32.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	3,345	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	249,295	0.59%	-236,056	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	7,078	0.02%	-605	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,722	0.01%	+177	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
34	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	237,579	0.57%	+2,358	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
35	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	233,558	0.56%	+1,669	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	30,932	0.07%	-2,008	Jul 31, 2026	Principal Funds, Inc, not summed
35.2	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	30,371	0.07%	+2,124	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
35.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	14,899	0.04%	+3,029	Jul 31, 2026	Principal Funds, Inc, not summed
36	1290 VT GAMCO Small Company Value Portfolio Fund S000009151 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	223,500	0.53%	-500	Jun 30, 2026	EQ Advisors Trust, not summed
37	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,546	0.50%	-131,454	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	199,684	0.48%	-25,489	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	29,585	0.07%	-1,503	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
38.2	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	23,637	0.06%	-1,206	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,913	0.04%	-558	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38.4	Invesco S&P SmallCap Utilities & Communication Services ETF Fund S000028295 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	7,235	0.02%	+225	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
38.5	Invesco S&P SmallCap High Dividend Low Volatility ETF Fund S000055539 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,615	0.02%	+327	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
39	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	198,040	0.47%	+7,015	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
40	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	195,071	0.46%	-3,589	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	185,376	0.44%	+7,215	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	174,664	0.42%	+7,099	Jun 30, 2026	carried, not yet filed for the newest quarter
43	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	165,683	0.39%	+165,683	Sep 30, 2026
44	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	153,958	0.37%	+3,898	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
45	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	144,953	0.35%	+1,424	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	135,671	0.32%	-20,882	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Bank & Trust Co 13F CIK 2026082 · Unknown · Sep 30, 2026	117,295	0.28%	-2,346	Sep 30, 2026
48	RHUMBLINE ADVISERS 13F CIK 1115418 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	104,092	0.25%	+5,163	Jun 30, 2026	carried, not yet filed for the newest quarter
49	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	100,662	0.24%	-10,149	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Federated Hermes MDT Small Cap Core Fund Fund S000012972 · Registered fund · Jul 31, 2026 Federated Hermes MDT Series, not summed	98,912	0.24%	0	Jul 31, 2026	Federated Hermes MDT Series, not summed

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Key facts CIK 1466593 CUSIP 689648103 13F (30d) 46 filings 46 filers Visit website Investor relations