Why do 13F filings appear about 45 days after quarter end?

SEC rules give institutional managers up to 45 days after the end of each calendar quarter to file Form 13F. Because of that lag, the holdings shown here reflect positions as of the most recent reporting period, not real-time positioning.

What is institutional ownership percentage?

Institutional ownership percentage is the fraction of a company's outstanding shares held by managers that file Form 13F. Higher institutional ownership generally indicates broader professional coverage and can affect share liquidity and price volatility.

How are QoQ deltas computed?

We compare the latest reported share count for each manager against its share count from the previous quarter. New positions show a prior count of zero; exited positions show a current count of zero. The percentage change is computed against the prior-quarter share count.

Otter Tail Corp (OTTR) Institutional Holders —... | Cayman Journal

Q: What is a 13F filing?

Form 13F is a quarterly SEC filing required of institutional investment managers that exercise discretion over $100 million or more in qualifying U.S. equity securities. It discloses long positions in those securities at the end of each calendar quarter.

Total Institutional Holders

352

as of 2025-12-31

FIRST TRUST ADVISORS LP

-653,975 sh

New Positions(50)

Manager	Shares	Δ Shares	Value	Δ Value	% Δ
MUFG Securities EMEA plc	44,000	+44,000	$3.6M	+$3.6M	—
WELLINGTON MANAGEMENT GROUP LLP	35,029	+35,029	$2.8M	+$2.8M	—
ExodusPoint Capital Management, LP	25,973	+25,973	$2.1M	+$2.1M	—
DARK FOREST CAPITAL MANAGEMENT LP	25,090	+25,090	$2.0M	+$2.0M	—
Elo Mutual Pension Insurance Co	23,106	+23,106	$1.9M	+$1.9M	—
Jefferies Financial Group Inc.	16,500	+16,500	$1.3M	+$1.3M	—
EAGLE GLOBAL ADVISORS LLC	10,480	+10,480	$846.9K	+$846.9K	—
Belpointe Asset Management LLC	9,748	+9,748	$787.7K	+$787.7K	—
Fortis Capital Advisors, LLC	9,748	+9,748	$787.7K	+$787.7K	—
RMB Capital Management, LLC	8,350	+8,350	$674.7K	+$674.7K	—
Johnson Wealth Management, LLC	6,727	+6,727	$543.6K	+$543.6K	—
Engineers Gate Manager LP	6,716	+6,716	$542.7K	+$542.7K	—
Gotham Asset Management, LLC	6,689	+6,689	$540.5K	+$540.5K	—
Jain Global LLC	6,210	+6,210	$501.8K	+$501.8K	—
Brooklyn Investment Group	5,191	+5,191	$429.0K	+$429.0K	—
EVOLVE PRIVATE WEALTH, LLC	4,597	+4,597	$371.5K	+$371.5K	—
GREENWOOD CAPITAL ASSOCIATES LLC	4,120	+4,120	$332.9K	+$332.9K	—
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	4,055	+4,055	$327.7K	+$327.7K	—
Swiss Life Asset Management Ltd	3,844	+3,844	$310.6K	+$310.6K	—
PROFUND ADVISORS LLC	3,600	+3,600	$290.9K	+$290.9K	—
GW HENSSLER & ASSOCIATES LTD	2,883	+2,883	$233.0K	+$233.0K	—
INTEGRITY ALLIANCE, LLC.	2,809	+2,809	$227.0K	+$227.0K	—
Beacon Pointe Advisors, LLC	2,790	+2,790	$225.5K	+$225.5K	—
denkapparat Operations GmbH	2,586	+2,586	$209.0K	+$209.0K	—
CIBC WORLD MARKETS CORP	2,551	+2,551	$206.1K	+$206.1K	—
PRELUDE CAPITAL MANAGEMENT, LLC	2,496	+2,496	$201.7K	+$201.7K	—
Bangor Savings Bank	2,400	+2,400	$193.9K	+$193.9K	—
Pinnacle Wealth Planning Services, Inc.	1,981	+1,981	$160.1K	+$160.1K	—
Mount Yale Investment Advisors, LLC	1,824	+1,824	$140.6K	+$140.6K	—
Allworth Financial LP	1,342	+1,342	$108.4K	+$108.4K	—
FLAGSHIP HARBOR ADVISORS, LLC	1,317	+1,317	$106.4K	+$106.4K	—
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1,009	+1,009	$81.5K	+$81.5K	—
Aster Capital Management (DIFC) Ltd	510	+510	$41.2K	+$41.2K	—
Birchwood Financial Partners, Inc.	500	+500	$40.4K	+$40.4K	—
IFP Advisors, Inc	388	+388	$31.6K	+$31.6K	—
Leonteq Securities AG	318	+318	$24.5K	+$24.5K	—
Caitong International Asset Management Co., Ltd	239	+239	$19.3K	+$19.3K	—
Sound Income Strategies, LLC	82	+82	$7.2K	+$7.2K	—
Kemnay Advisory Services Inc.	67	+67	$5.4K	+$5.4K	—
Keating Financial Advisory Services, Inc.	42	+42	$3.4K	+$3.4K	—
Versant Capital Management, Inc	42	+42	$3.4K	+$3.4K	—
Colonial Trust Co / SC	34	+34	$2.7K	+$2.7K	—
Signature Equity Partners, LLC	4	+4	$323	+$323	—
Ankerstar Wealth, LLC	4	+4	$323	+$323	—
GILPIN WEALTH MANAGEMENT, LLC	3	+3	$243	+$243	—
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,856	+1,856	$150	+$150	—
KBC Group NV	1,227	+1,227	$99	+$99	—
Hughes Financial Services, LLC	1	+1	$81	+$81	—
Dunhill Financial, LLC	1	+1	$72	+$72	—
Motiv8 Investments LLC	422	+422	$34	+$34	—

Added To(119)

Manager	Shares	Δ Shares	Value	Δ Value	% Δ
ADAGE CAPITAL PARTNERS GP, L.L.C.	344,149	+179,149	$27.8M	+$14.3M	108.6%
TWO SIGMA INVESTMENTS, LP	271,653	+134,029	$22.0M	+$10.7M	97.4%
TWO SIGMA ADVISERS, LP	161,100	+124,000	$13.0M	+$10.0M	334.2%
JANE STREET GROUP, LLC	139,137	+98,719	$11.2M	+$7.9M	244.2%
Squarepoint Ops LLC	83,926	+67,132	$6.8M	+$5.4M	399.7%
BlackRock, Inc.	6,391,447	+29,953	$516.5M	-$5.0M	0.5%
UBS ASSET MANAGEMENT AMERICAS INC	93,303	+52,443	$7.5M	+$4.2M	128.3%
Universal- Beteiligungs- und Servicegesellschaft mbH	56,235	+49,891	$4.5M	+$4.0M	786.4%
FEDERATED HERMES, INC.	205,346	+44,150	$16.6M	+$3.4M	27.4%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	62,918	+34,733	$5.1M	+$2.8M	123.2%
Qube Research & Technologies Ltd	201,274	+34,751	$16.3M	+$2.6M	20.9%
Virtus ETF Advisers LLC	35,646	+28,792	$2.9M	+$2.3M	420.1%
XTX Topco Ltd	32,434	+27,353	$2.6M	+$2.2M	538.3%
AMERICAN CENTURY COMPANIES INC	39,917	+23,811	$3.2M	+$1.9M	147.8%
MORGAN STANLEY	562,289	+30,599	$45.4M	+$1.9M	5.8%
MARSHALL WACE, LLP	173,429	+20,863	$14.0M	+$1.5M	13.7%
WELLS FARGO & COMPANY/MN	77,728	+16,826	$6.3M	+$1.3M	27.6%
MILLENNIUM MANAGEMENT LLC	146,518	+16,235	$11.8M	+$1.2M	12.5%
CAPSTONE INVESTMENT ADVISORS, LLC	22,949	+14,375	$1.9M	+$1.2M	167.7%
BARCLAYS PLC	79,170	+15,929	$6.1M	+$919.4K	25.2%
GEODE CAPITAL MANAGEMENT, LLC	1,019,262	+4,164	$82.4M	-$839.8K	0.4%
AlphaQuest LLC	30,566	+10,457	$2.5M	+$821.7K	52.0%
BROADWATER CAPITAL MANAGEMENT LLC	8,084	+7,324	$69.5K	-$787.9K	963.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	26,575	+9,875	$2.1M	+$778.6K	59.1%
Public Sector Pension Investment Board	193,919	+11,833	$15.7M	+$745.0K	6.5%
FRANKLIN RESOURCES INC	36,993	+5,395	$3.0M	+$399.3K	17.1%
Buck Wealth Strategies, LLC	72,905	+5,117	$5.9M	+$334.8K	7.5%
JOHN G ULLMAN & ASSOCIATES INC	24,950	+4,300	$2.0M	+$323.5K	20.8%
US BANCORP \DE\	36,733	+4,136	$3.0M	+$296.4K	12.7%
Focus Partners Wealth	10,186	+3,166	$823.3K	+$247.9K	45.1%
Voleon Capital Management LP	15,344	+2,931	$1.2M	+$222.5K	23.6%
WHITTIER TRUST CO	90,046	+108	$7.4M	+$202.2K	0.1%
Quantinno Capital Management LP	10,470	+2,592	$846.1K	+$200.3K	32.9%
WHITTIER TRUST CO OF NEVADA INC	48,186	+721	$3.9M	+$161.1K	1.5%
Tower Research Capital LLC (TRC)	3,488	+1,935	$281.9K	+$154.6K	124.6%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	13,500	+2,049	$1.1M	+$152.3K	17.9%
GOLDMAN SACHS GROUP INC	329,157	+6,407	$26.6M	+$143.4K	2.0%
Advisors Asset Management, Inc.	17,762	+1,865	$1.4M	+$132.3K	11.7%
ALLIANCEBERNSTEIN L.P.	45,887	+2,240	$3.7M	+$130.4K	5.1%
ADVISOR GROUP HOLDINGS, INC.	34,482	+2,644	$2.8M	+$121.3K	8.3%
FMR LLC	7,835	+1,480	$633.1K	+$112.2K	23.3%
Mariner, LLC	25,546	+1,698	$2.1M	+$109.1K	7.1%
DENALI ADVISORS LLC	88,703	+2,578	$7.2M	+$108.4K	3.0%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,435	+1,300	$843.3K	+$94.5K	14.2%
AQR CAPITAL MANAGEMENT LLC	15,930	+1,361	$1.3M	+$93.1K	9.3%
Allspring Global Investments Holdings, LLC	11,126	+972	$906.2K	+$87.4K	9.6%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	17,564	+38	$1.4M	+$80.4K	0.2%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	83,569	+226	$6.8M	-$78.4K	0.3%
State of Wyoming	1,674	+854	$135.3K	+$68.1K	104.1%
Cynosure Management, LLC	5,808	+903	$469.3K	+$67.3K	18.4%
JONES FINANCIAL COMPANIES LLLP	6,637	+898	$536.3K	+$63.5K	15.6%
DEUTSCHE BANK AG\	35,017	+1,248	$2.8M	+$61.7K	3.7%
Mitsubishi UFJ Trust & Banking Corp	3,531	+651	$285.3K	+$49.3K	22.6%
ALERUS FINANCIAL NA	9,028	+630	$729.6K	+$41.2K	7.5%
UMB Bank, n.a.	644	+484	$52.0K	+$38.9K	302.5%
MML INVESTORS SERVICES, LLC	8,331	+549	$673.3K	+$35.4K	7.0%
MJT & Associates Financial Advisory Group, Inc.	840	+420	$67.9K	+$33.5K	100.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	35,754	+902	$2.9M	+$32.5K	2.6%
SIMPLEX TRADING, LLC	399	+43	$32.2K	+$32.2K	12.1%
LSV ASSET MANAGEMENT	536,941	+367,869	$43.4K	+$29.5K	217.6%
State of New Jersey Common Pension Fund D	26,319	+719	$2.1M	+$28.4K	2.8%
Linden Thomas Advisory Services, LLC	11,576	+484	$935.5K	+$26.2K	4.4%
VICTORY CAPITAL MANAGEMENT INC	128,413	+1,512	$10.4M	-$25.0K	1.2%
MARTINGALE ASSET MANAGEMENT L P	33,241	+757	$2.7M	+$23.5K	2.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	950	+289	$76.8K	+$22.6K	43.7%
Swiss National Bank	74,400	+1,300	$6.0M	+$20.3K	1.8%
PNC Financial Services Group, Inc.	5,393	+306	$435.8K	+$18.8K	6.0%
USA FINANCIAL FORMULAS	1,376	+240	$111.2K	+$18.1K	21.1%
EverSource Wealth Advisors, LLC	376	+212	$30.4K	+$16.9K	129.3%
Financial Engines Advisors L.L.C.	30,590	+600	$2.5M	+$13.7K	2.0%
GREAT VALLEY ADVISOR GROUP, INC.	10,201	+1	$824.6K	-$12.0K	0.0%
JAMES INVESTMENT RESEARCH INC	10,618	+5	$858.0K	-$11.9K	0.0%
Palisades Investment Partners, LLC	40,891	+700	$3.3M	+$9.8K	1.7%
Lido Advisors, LLC	4,737	+128	$387.4K	+$9.5K	2.8%
GAMMA Investing LLC	553	+121	$44.7K	+$9.3K	28.0%
Salomon & Ludwin, LLC	256	+75	$20.8K	+$6.4K	41.4%
Fifth Third Wealth Advisors LLC	4,461	+4	$360.5K	-$4.8K	0.1%
Private Advisor Group, LLC	4,730	+9	$382.2K	-$4.8K	0.2%
HARBOUR INVESTMENTS, INC.	4,302	+9	$347.7K	-$4.3K	0.2%
WINTON GROUP Ltd	14,554	+155	$1.2M	-$4.2K	1.1%
Creative Planning	6,048	+36	$488.8K	-$4.1K	0.6%
HRT FINANCIAL LP	111,894	+49,714	$9.0K	+$3.9K	80.0%
MERCER GLOBAL ADVISORS INC /ADV	3,521	+97	$284.5K	+$3.9K	2.8%
Cetera Investment Advisers	16,583	+192	$1.3M	-$3.5K	1.2%
Smartleaf Asset Management LLC	138	+38	$11.4K	+$3.2K	38.0%
WILEY BROS.-AINTREE CAPITAL, LLC	2,808	+3	$226.9K	-$3.0K	0.1%
Bare Financial Services, Inc	88	+38	$7.1K	+$3.0K	76.0%
FIFTH THIRD BANCORP	936	+50	$75.6K	+$3.0K	5.6%
WealthCollab, LLC	119	+38	$9.6K	+$3.0K	46.9%
New Age Alpha Advisors, LLC	5,322	+40	$430.1K	-$2.9K	0.8%
Accredited Investors Inc.	4,379	+28	$353.8K	-$2.8K	0.6%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	9,592	+169	$775.1K	+$2.7K	1.8%
NISA INVESTMENT ADVISORS, LLC	1,044	+47	$84.4K	+$2.6K	4.7%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4,790	+96	$387.1K	+$2.3K	2.0%
Compass Financial Group, INC/SD	2,682	+16	$216.8K	-$1.8K	0.6%
SRS Capital Advisors, Inc.	379	+26	$30.6K	+$1.7K	7.4%
XPONANCE, INC.	3,030	+27	$244.9K	-$1.3K	0.9%
CAPTRUST FINANCIAL ADVISORS	3,402	+36	$274.9K	-$995	1.1%
Root Financial Partners, LLC	68	+12	$5.5K	+$905	21.4%
CIBC Asset Management Inc	2,856	+31	$230.8K	-$772	1.1%
Illinois Municipal Retirement Fund	22,205	+305	$1.8M	-$757	1.4%
CIBC Private Wealth Group, LLC	1,310	+10	$105.9K	-$700	0.8%
JFS WEALTH ADVISORS, LLC	36	+9	$2.9K	+$696	33.3%
Thrivent Financial for Lutherans	41,187	+8,663	$3.3K	+$662	26.6%
GSA CAPITAL PARTNERS LLP	18,086	+5,572	$1.5K	+$436	44.5%
SG Americas Securities, LLC	13,654	+3,363	$1.1K	+$259	32.7%
HighMark Wealth Management LLC	336	+3	$27.1K	-$216	0.9%
Vestcor Inc	4,969	+2,000	$402	+$159	67.4%
Smallwood Wealth Investment Management, LLC	196	+2	$15.8K	-$125	1.0%
GREAT WEST LIFE ASSURANCE CO /CAN/	36,314	+1,879	$2.9K	+$124	5.5%
PRICE T ROWE ASSOCIATES INC /MD/	44,543	+1,797	$3.6K	+$96	4.2%
Rialto Wealth Management, LLC	2	+1	$162	+$80	100.0%
Bay Harbor Wealth Management, LLC	3	+1	$242	+$79	50.0%
NATIXIS ADVISORS, L.P.	11,512	+670	$930	+$41	6.2%
Maryland State Retirement & Pension System	6,110	+86	$493.7K	-$38	1.4%
HANTZ FINANCIAL SERVICES, INC.	621	+411	$50	+$33	195.7%
AMALGAMATED BANK	12,070	+115	$975	-$5	1.0%
State of Alaska, Department of Revenue	21,338	+251	$1.7K	-$4	1.2%
BESSEMER GROUP INC	300	+27	$24	+$1	9.9%

Reduced(183)

Manager	Shares	Δ Shares	Value	Δ Value	% Δ
FIRST TRUST ADVISORS LP	810,638	-653,975	$65.5M	-$54.5M	-44.6%
JPMORGAN CHASE & CO	418,928	-186,576	$33.9M	-$15.8M	-30.8%
VANGUARD GROUP INC	5,059,480	-36,597	$408.9M	-$8.9M	-0.7%
Royal Bank of Canada	136,237	-110,195	$11.0M	-$8.4M	-44.7%
RENAISSANCE TECHNOLOGIES LLC	13,298	-94,612	$1.1M	-$7.8M	-87.7%
TUDOR INVESTMENT CORP ET AL	75,005	-66,278	$6.1M	-$5.5M	-46.9%
BANK OF AMERICA CORP /DE/	325,120	-52,107	$26.3M	-$4.6M	-13.8%
UBS Group AG	95,588	-52,559	$7.7M	-$4.4M	-35.5%
NORTHERN TRUST CORP	414,778	-28,086	$33.5M	-$2.8M	-6.3%
Trexquant Investment LP	23,894	-32,294	$1.9M	-$2.7M	-57.5%
Balyasny Asset Management LLC	15,313	-27,338	$1.2M	-$2.3M	-64.1%
STATE STREET CORP	1,561,440	-3,933	$126.2M	-$2.1M	-0.3%
COMMONWEALTH EQUITY SERVICES, LLC	23,685	-4,606	$1.9M	+$1.9M	-16.3%
DIMENSIONAL FUND ADVISORS LP	850,729	-8,288	$68.8M	-$1.7M	-1.0%
Bank of New York Mellon Corp	358,577	-12,712	$29.0M	-$1.5M	-3.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	532,691	-8,766	$43.0M	-$1.3M	-1.6%
Verition Fund Management LLC	6,100	-16,071	$492.9K	-$1.3M	-72.5%
Quantbot Technologies LP	7,998	-15,197	$646.3K	-$1.3M	-65.5%
D. E. Shaw & Co., Inc.	248,239	-11,773	$20.1M	-$1.3M	-4.5%
Man Group plc	47,320	-13,992	$3.8M	-$1.2M	-22.8%
Russell Investments Group, Ltd.	3,595	-13,260	$290.5K	-$1.1M	-78.7%
BNP PARIBAS ARBITRAGE, SNC	76,766	-11,131	$6.2M	-$1.0M	-12.7%
VIRGINIA RETIREMENT SYSTEMS ET AL	20,454	-11,600	$1.7M	-$974.6K	-36.2%
CBOE Vest Financial, LLC	54,476	-10,925	$4.4M	-$958.7K	-16.7%
Jump Financial, LLC	4,115	-11,385	$332.5K	-$938.0K	-73.5%
Dynamic Technology Lab Private Ltd	4,410	-9,191	$356.0K	-$759.0K	-67.6%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	554,733	-1,129	$44.8M	-$736.0K	-0.2%
PRUDENTIAL FINANCIAL INC	92,524	-7,604	$7.5M	-$730.6K	-7.6%
Invesco Ltd.	231,178	-5,468	$18.7M	-$716.4K	-2.3%
Legal & General Group Plc	103,327	-7,024	$8.3M	-$695.6K	-6.4%
Alternative Investment Advisors, LLC.	4,737	-9,214	$382.9K	-$692.9K	-66.0%
NorthRock Partners, LLC	8,237	-8,319	$665.7K	-$650.9K	-50.2%
RHUMBLINE ADVISERS	97,311	-5,537	$7.9M	-$566.7K	-5.4%
GABELLI FUNDS LLC	469,100	0	$37.9M	-$544.2K	0.0%
Inspire Investing, LLC	1	-6,296	$117	-$516.0K	-100.0%
AMERIPRISE FINANCIAL INC	98,493	-4,785	$8.0M	-$506.5K	-4.6%
PRINCIPAL FINANCIAL GROUP INC	199,623	-2,505	$16.1M	-$436.9K	-1.2%
CITADEL ADVISORS LLC	115,209	-3,576	$9.3M	-$426.8K	-3.0%
VOLORIDGE INVESTMENT MANAGEMENT, LLC	112,021	-2,846	$9.1M	-$363.2K	-2.5%
Atom Investors LP	10,412	-4,058	$841.4K	-$344.7K	-28.0%
Brandywine Global Investment Management, LLC	82,701	-2,994	$6.7M	-$341.4K	-3.5%
GAMCO INVESTORS, INC. ET AL	272,350	0	$22.0M	-$315.9K	0.0%
Nuveen, LLC	152,022	-1,610	$12.3M	-$308.3K	-1.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE	18,469	-3,471	$1.5M	-$305.9K	-15.8%
Modern Wealth Management, LLC	5,163	-3,804	$417.2K	-$295.9K	-42.4%
Ensign Peak Advisors, Inc	2,060	-3,000	$166.5K	-$248.3K	-59.3%
LPL Financial LLC	64,048	-2,102	$5.2M	-$246.6K	-3.2%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	35,600	-2,500	$2.9M	-$246.2K	-6.6%
ProShare Advisors LLC	79,635	-1,810	$6.4M	-$240.7K	-2.2%
CITIGROUP INC	38,463	-2,141	$3.1M	-$220.1K	-5.3%
Entropy Technologies, LP	6,567	-2,590	$530.7K	-$219.9K	-28.3%
COMERICA BANK	17,017	-2,418	$1.4M	-$217.9K	-12.4%
CAPITAL FUND MANAGEMENT S.A.	15,373	-1,922	$1.2M	-$175.4K	-11.1%
ENVESTNET ASSET MANAGEMENT INC	3,322	-2,080	$268.4K	-$174.3K	-38.5%
STATE OF WISCONSIN INVESTMENT BOARD	22,401	-1,644	$1.8M	-$160.7K	-6.8%
Focus Financial Network, Inc.	15,713	-1,644	$1.3M	-$153.0K	-9.5%
MetLife Investment Management, LLC	21,098	-1,542	$1.7M	-$150.9K	-6.8%
ALPS ADVISORS INC	21,695	-1,478	$1.8M	-$146.3K	-6.4%
Bank & Trust Co	122,016	-47	$9.9M	-$145.4K	-0.0%
Phocas Financial Corp.	97,678	-235	$7.9M	-$132.6K	-0.2%
State of Tennessee, Treasury Department	9,490	-2,435	$846.1K	-$131.4K	-20.4%
TRUST CO OF VERMONT	904	-1,500	$73.1K	-$124.0K	-62.4%
AMUNDI	5,586	-1,644	$451.4K	-$121.9K	-22.7%
Savant Capital, LLC	2,550	-1,402	$206.1K	-$117.9K	-35.5%
EXCHANGE TRADED CONCEPTS, LLC	14,779	-1,208	$1.2M	-$116.2K	-7.5%
Connor, Clark & Lunn Investment Management Ltd.	31,911	-900	$2.6M	-$110.8K	-2.7%
YOUSIF CAPITAL MANAGEMENT, LLC	11,258	-2,092	$983.8K	-$110.5K	-15.7%
Pictet Asset Management Holding SA	6,466	-1,164	$522.5K	-$102.9K	-15.3%
NEW YORK STATE COMMON RETIREMENT FUND	69,282	-101	$5.6M	-$88.6K	-0.1%
NewEdge Advisors, LLC	16,231	-739	$1.3M	-$79.4K	-4.3%
GUGGENHEIM CAPITAL LLC	3,834	-884	$309.8K	-$76.9K	-18.7%
FIRST MANHATTAN CO	38,210	-300	$3.1M	-$68.9K	-0.8%
Arizona State Retirement System	10,530	-605	$850.9K	-$61.8K	-5.4%
LOS ANGELES CAPITAL MANAGEMENT LLC	12,560	0	$974.4K	-$55.1K	0.0%
ROYCE & ASSOCIATES LP	31,728	-212	$2.6M	-$54.2K	-0.7%
North Star Investment Management Corp.	14,236	-451	$1.2M	-$53.5K	-3.1%
RAYMOND JAMES FINANCIAL INC	42,650	-28	$3.4M	-$51.7K	-0.1%
BENJAMIN EDWARDS INC	38,294	-54	$3.1M	-$48.9K	-0.1%
Sterling Capital Management LLC	10,154	-398	$820.5K	-$44.4K	-3.8%
High Note Wealth, LLC	677	-511	$54.7K	-$42.7K	-43.0%
HighTower Advisors, LLC	9,841	-366	$795.3K	-$41.5K	-3.6%
Vident Advisory, LLC	5,218	-411	$421.7K	-$39.7K	-7.3%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	10,375	-297	$838.4K	-$36.4K	-2.8%
RBA Wealth Management, LLC	6,174	-311	$498.9K	-$32.7K	-4.8%
COLDSTREAM CAPITAL MANAGEMENT INC	5,856	-314	$473.2K	-$32.5K	-5.1%
Louisiana State Employees Retirement System	19,200	-100	$1.6M	-$30.5K	-0.5%
Voya Investment Management LLC	9,320	-151	$753.1K	-$23.2K	-1.6%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	17,897	-18	$1.4M	-$22.2K	-0.1%
INFRASTRUCTURE CAPITAL ADVISORS, LLC	5,884	0	$475.5K	+$21.1K	0.0%
INTECH INVESTMENT MANAGEMENT LLC	18,064	0	$1.5M	-$21.0K	0.0%
Ronald Blue Trust, Inc.	31	-233	$2.5K	-$19.1K	-88.3%
JANUS HENDERSON GROUP PLC	15,542	0	$1.3M	-$18.6K	0.0%
BANK OF MONTREAL /CAN/	8,431	-92	$681.3K	-$17.3K	-1.1%
STRS OHIO	600	-200	$48.5K	-$17.1K	-25.0%
Police & Firemen's Retirement System of New Jersey	10,636	-40	$859.5K	-$15.6K	-0.4%
HM PAYSON & CO	1,172	-172	$94.7K	-$15.5K	-12.8%
Valtinson Bruner Financial Planning LLC	4,817	-120	$389.3K	-$15.4K	-2.4%
Kestra Advisory Services, LLC	8,423	-65	$680.6K	-$15.1K	-0.8%
Zurcher Kantonalbank (Zurich Cantonalbank)	12,181	0	$984.3K	-$14.1K	0.0%
VISTA INVESTMENT PARTNERS LLC	9,787	-11	$790.9K	-$12.3K	-0.1%
Larson Financial Group LLC	102	-142	$8.2K	-$11.8K	-58.2%
BOKF, NA	6,267	-26	$506.4K	-$9.4K	-0.4%
Ifrah Financial Services, Inc.	3,580	-58	$289.3K	-$8.9K	-1.6%
SNS Financial Group, LLC	7,459	0	$602.8K	-$8.7K	0.0%
IAG Wealth Partners, LLC	100	-100	$8.1K	-$8.3K	-50.0%
STIFEL FINANCIAL CORP	3,327	-48	$268.9K	-$7.8K	-1.4%
FIRST CITIZENS BANK & TRUST CO	3,769	-34	$304.6K	-$7.2K	-0.9%
SEI INVESTMENTS CO	5,924	0	$478.7K	-$6.9K	0.0%
D.A. DAVIDSON & CO.	5,869	0	$474.3K	-$6.8K	0.0%
Envestnet Portfolio Solutions, Inc.	3,629	-29	$293.3K	-$6.6K	-0.8%
Independent Advisor Alliance	4,236	-19	$342.3K	-$6.5K	-0.4%
QUADRANT CAPITAL GROUP LLC	4,538	-12	$366.7K	-$6.2K	-0.3%
Hendershot Investments Inc.	5,000	0	$404.1K	-$5.8K	0.0%
Global Retirement Partners, LLC	1,214	-42	$98.1K	-$4.9K	-3.3%
Wealth Forward, LLC	4,238	0	$342.5K	-$4.9K	0.0%
Bell Bank	4,086	0	$330.2K	-$4.7K	0.0%
Steward Partners Investment Advisory, LLC	3,791	0	$306.4K	-$4.4K	0.0%
Chesley Taft & Associates LLC	3,680	0	$297.4K	-$4.3K	0.0%
Rockefeller Capital Management L.P.	588	-41	$47.6K	-$4.1K	-6.5%
Atlas Brown,Inc.	3,491	0	$282.1K	-$4.0K	0.0%
OLD NATIONAL BANCORP /IN/	3,285	0	$265.5K	-$3.8K	0.0%
Ameritas Investment Partners, Inc.	3,222	0	$260.4K	-$3.7K	0.0%
Lifelong Wealth Advisors, Inc.	3,164	0	$255.7K	-$3.7K	0.0%
Mann Financial Group, Inc.	3,129	0	$252.9K	-$3.6K	0.0%
Wealth Alliance Advisory Group, LLC	2,779	0	$224.6K	-$3.2K	0.0%
Crossmark Global Holdings, Inc.	2,765	0	$223.4K	-$3.2K	0.0%
Financiere des Professionnels - Fonds d,investissement inc.	2,683	0	$216.8K	-$3.1K	0.0%
Bell Investment Advisors, Inc	15	-36	$1.2K	-$3.0K	-70.6%
Farther Finance Advisors, LLC	1,254	-15	$101.4K	-$2.7K	-1.2%
JNBA Financial Advisors	1,715	0	$138.6K	-$2.0K	0.0%
ARMSTRONG ADVISORY GROUP, INC	1,660	0	$134.1K	-$1.9K	0.0%
ASSETMARK, INC	40	-22	$3.2K	-$1.9K	-35.5%
Financial Perspectives, Inc	1,155	0	$93.3K	-$1.3K	0.0%
Abound Wealth Management	1,151	0	$93.0K	-$1.3K	0.0%
Costello Asset Management, INC	718	-5	$58.0K	-$1.3K	-0.7%
Crews Bank & Trust	1,092	0	$88.2K	-$1.3K	0.0%
PICTON MAHONEY ASSET MANAGEMENT	15	0	$1.2K	+$1.2K	0.0%
HUSSMAN STRATEGIC ADVISORS, INC.	1,000	0	$80.8K	-$1.2K	0.0%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	640	-5	$51.7K	-$1.2K	-0.8%
Geneos Wealth Management Inc.	742	0	$60.0K	-$861	0.0%
C M BIDWELL & ASSOCIATES LTD	740	0	$59.8K	-$859	0.0%
Goodman Advisory Group, LLC	667	0	$53.9K	-$774	0.0%
AdvisorNet Financial, Inc	650	0	$52.5K	-$754	0.0%
Secure Asset Management, LLC	4,246	0	$343.1K	+$722	0.0%
Asset Planning,Inc	500	0	$40.4K	-$580	0.0%
Cherry Tree Wealth Management, LLC	454	0	$36.7K	-$527	0.0%
CHILTON CAPITAL MANAGEMENT LLC	426	0	$34.4K	-$494	0.0%
ROTHSCHILD INVESTMENT LLC	55	-5	$4.4K	-$473	-8.3%
Fortitude Family Office, LLC	7	-5	$566	-$418	-41.7%
West Financial Advisors, LLC	334	0	$27.0K	-$387	0.0%
Vermillion Wealth Management, Inc.	300	0	$24.2K	-$348	0.0%
NOMURA ASSET MANAGEMENT CO LTD	220	0	$17.8K	-$255	0.0%
N.E.W. Advisory Services LLC	200	0	$16.2K	-$232	0.0%
Independence Bank of Kentucky	200	0	$16.2K	-$232	0.0%
Plante Moran Financial Advisors, LLC	160	0	$13.0K	-$186	0.0%
SIGNATUREFD, LLC	115	0	$9.3K	-$134	0.0%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	10,544	-1,427	$852	-$129	-11.9%
Concord Wealth Partners	39	-1	$3.2K	-$127	-2.5%
CWM, LLC	8,443	-1,373	$682	-$123	-14.0%
DiNuzzo Private Wealth, Inc.	6	-1	$485	-$103	-14.3%
NBC SECURITIES, INC.	80	0	$6.5K	-$93	0.0%
FOSTER & MOTLEY INC	8,085	-930	$653	-$86	-10.3%
BROWN BROTHERS HARRIMAN & CO	62	0	$5.0K	-$72	0.0%
Covestor Ltd	1,581	-781	$127	-$66	-33.1%
Global Wealth Strategies & Associates	55	0	$4.4K	-$63	0.0%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	13,986	-412	$1.1K	-$50	-2.9%
Ancora Advisors, LLC	38	0	$3.1K	-$44	0.0%
MASSMUTUAL TRUST CO FSB/ADV	34	0	$2.7K	-$39	0.0%
Parkside Financial Bank & Trust	33	0	$2.7K	-$38	0.0%
Janney Montgomery Scott LLC	4,129	-350	$334	-$33	-7.8%
FARMERS & MERCHANTS INVESTMENTS INC	28	0	$2.3K	-$32	0.0%
Cambridge Investment Research Advisors, Inc.	7,942	-200	$642	-$25	-2.5%
Measured Wealth Private Client Group, LLC	19	0	$1.5K	-$22	0.0%
DekaBank Deutsche Girozentrale	1,526	0	$142	+$19	0.0%
Archer Investment Corp	12	0	$970	-$14	0.0%
Jackson Creek Investment Advisors LLC	4,989	-72	$403	-$12	-1.4%
SBI Securities Co., Ltd.	10	0	$808	-$12	0.0%
Glen Eagle Advisors, LLC	11	0	$928	-$7	0.0%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	4,608	0	$372	-$6	0.0%
Opus Capital Group, LLC	5,266	0	$426	-$6	0.0%
SJS Investment Consulting Inc.	3	0	$243	-$3	0.0%
HFM Investment Advisors, LLC	2	0	$162	-$2	0.0%
Harvest Fund Management Co., Ltd	90	0	$7	$0	0.0%

Sold Out(39)

Manager	Δ Shares	Value	Δ Value	% Δ
TEXAS PERMANENT SCHOOL FUND	-70,901	$0	-$5.5M	—
Schonfeld Strategic Advisors LLC	-62,966	$0	-$5.2M	—
Edgestream Partners, L.P.	-28,867	$0	-$2.4M	—
OSSIAM	-26,200	$0	-$2.1M	—
OneAscent Financial Services LLC	-24,655	$0	-$2.0M	—
Inspire Advisors, LLC	-12,764	$0	-$1.0M	—
NJ State Employees Deferred Compensation Plan	-12,000	$0	-$983.6K	—
Aquatic Capital Management LLC	-10,366	$0	-$849.7K	—
MACKENZIE FINANCIAL CORP	-8,531	$0	-$699.3K	—
HSBC HOLDINGS PLC	-7,407	$0	-$608.2K	—
Bridgewater Associates, LP	-6,406	$0	-$525.1K	—
EntryPoint Capital, LLC	-6,300	$0	-$516.4K	—
ISAM Funds (UK) Ltd	-5,693	$0	-$466.7K	—
TEACHER RETIREMENT SYSTEM OF TEXAS	-4,938	$0	-$404.8K	—
Y-Intercept (Hong Kong) Ltd	-4,371	$0	-$358.3K	—
CIBC Bancorp USA Inc.	-4,111	$0	-$337.0K	—
FOX RUN MANAGEMENT, L.L.C.	-3,028	$0	-$248.2K	—
Kovitz Investment Group Partners, LLC	-3,003	$0	-$246.2K	—
Aigen Investment Management, LP	-2,800	$0	-$229.5K	—
IHT Wealth Management, LLC	-2,619	$0	-$214.7K	—
Advisory Services Network, LLC	-1,489	$0	-$122.0K	—
Quarry LP	-355	$0	-$29.1K	—
MAI Capital Management	-140	$0	-$11.5K	—
Clearstead Advisors, LLC	-127	$0	-$10.4K	—
BOK Financial Private Wealth, Inc.	-106	$0	-$8.7K	—
PRINCIPAL SECURITIES, INC.	-94	$0	-$7.7K	—
Wealthspire Advisors, LLC	-35	$0	-$2.9K	—
Caitlin John, LLC	-24	$0	-$2.0K	—
SouthState Corp	-17	$0	-$1.4K	—
Clearstead Trust, LLC	-8	$0	-$656	—
Parallel Advisors, LLC	-6	$0	-$492	—
Sunbelt Securities, Inc.	-5	$0	-$410	—
Manchester Capital Management LLC	-3	$0	-$246	—
HUNTINGTON NATIONAL BANK	-3	$0	-$246	—
ACADIAN ASSET MANAGEMENT LLC	-1,926	$0	-$157	—
True Wealth Design, LLC	-1	$0	-$82	—
SHELL ASSET MANAGEMENT CO	-676	$0	-$55	—
Hemington Wealth Management	-240	$0	-$19	—
Cloud Capital Management, LLC	-4	$0	$0	—

Top Holders by reported value

Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.

Manager	Shares	$ Value	Δ Shares	QoQ %
BlackRock, Inc.	6,391,447	$516.5M	+29,953	0.5%
VANGUARD GROUP INC	5,059,480	$408.9M	-36,597	-0.7%
STATE STREET CORP	1,561,440	$126.2M	-3,933	-0.3%
GEODE CAPITAL MANAGEMENT, LLC	1,019,262	$82.4M	+4,164	0.4%
DIMENSIONAL FUND ADVISORS LP	850,729	$68.8M	-8,288	-1.0%
FIRST TRUST ADVISORS LP	810,638	$65.5M	-653,975	-44.6%
MORGAN STANLEY	562,289	$45.4M	+30,599	5.8%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	554,733	$44.8M	-1,129	-0.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	532,691	$43.0M	-8,766	-1.6%
GABELLI FUNDS LLC	469,100	$37.9M	0	0.0%
JPMORGAN CHASE & CO	418,928	$33.9M	-186,576	-30.8%
NORTHERN TRUST CORP	414,778	$33.5M	-28,086	-6.3%
Bank of New York Mellon Corp	358,577	$29.0M	-12,712	-3.4%
ADAGE CAPITAL PARTNERS GP, L.L.C.	344,149	$27.8M	+179,149	108.6%
GOLDMAN SACHS GROUP INC	329,157	$26.6M	+6,407	2.0%
BANK OF AMERICA CORP /DE/	325,120	$26.3M	-52,107	-13.8%
GAMCO INVESTORS, INC. ET AL	272,350	$22.0M	0	0.0%
TWO SIGMA INVESTMENTS, LP	271,653	$22.0M	+134,029	97.4%
D. E. Shaw & Co., Inc.	248,239	$20.1M	-11,773	-4.5%
Invesco Ltd.	231,178	$18.7M	-5,468	-2.3%

New & Closed Positions this quarter

New Positions

50 managers initiated

Top five by reported value

Closed Positions

39 managers exited

Top five by prior-quarter value

Methodology

Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.

Quarter-over-quarter deltas compare each manager's most recently reported share count for OTTR against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.

Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.

The Cayman Journal

Otter Tail Corp NASDAQ NMS - GLOBAL MARKET:OTTR