Titelia

Fund shareholders of Otter Tail Corp

ISIN US6896481032 · United States

Fund shareholders
283
Of which ETFs
78 205 other funds
Value held
≈ 1.5B $ 1.4B $ · 229.6K €
Share of capital
38.7 % of 42M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 16,9131.5M $0.08 %0.04 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,7691.5M $0.25 %0.04 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 15,6551.4M $0.43 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15,5111.4M $0.05 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 15,4081.3M $0.10 %0.04 %as of May 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 15,2841.4M $0.08 %0.04 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 14,8991.3M $0.10 %0.04 %as of Jul 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 14,0521.3M $0.20 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 13,8431.2M $0.20 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 13,6761.2M $0.04 %0.03 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 13,4921.2M $0.01 %0.03 %as of May 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 13,1621.2M $0.33 %0.03 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 13,1431.2M $0.06 %0.03 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 12,9641.1M $0.45 %0.03 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 12,9131.2M $0.11 %0.03 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 12,9001.1M $0.00 %0.03 %as of May 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 12,8801.2M $0.05 %0.03 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 12,8571.2M $0.66 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,0731.1M $0.10 %0.03 %as of Jun 30, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 11,6001M $1.03 %0.03 %as of May 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 11,3081M $0.11 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 11,267996.2K $0.14 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 11,213991.5K $0.00 %0.03 %as of Jul 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 11,2061M $0.15 %0.03 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 10,800971.8K $0.01 %0.03 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 10,752967.5K $0.20 %0.03 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,625939.5K $0.48 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 10,615955.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 10,564950.5K $1.03 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 9,400814.6K $0.06 %0.02 %as of May 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 9,139792K $0.42 %0.02 %as of May 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 9,100818.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 9,084803.2K $0.12 %0.02 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 8,536768.1K $0.39 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,534767.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,518766.4K $0.11 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,345737.9K $0.01 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 7,796701.5K $0.10 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 7,235627K $3.51 %0.02 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,078613.4K $0.06 %0.02 %as of May 31, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 6,924600K $2.94 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,846616K $0.07 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,838604.6K $0.05 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,824614K $0.05 %0.02 %as of Jun 30, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 6,638597.3K $1.01 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 6,615573.3K $0.79 %0.02 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 6,419556.3K $0.23 %0.02 %as of May 31, 2026 ↗
Small Cap Core Fund Northern Funds 6,404576.2K $0.14 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,359562.3K $0.13 %0.02 %as of Jul 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 6,122550.9K $0.12 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,115550.2K $0.23 %0.01 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,067545.9K $0.11 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,899530.8K $0.11 %0.01 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,746497.9K $0.04 %0.01 %as of May 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,510477.5K $0.25 %0.01 %as of May 31, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 5,243471.8K $0.49 %0.01 %as of Jun 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,200450.6K $0.06 %0.01 %as of May 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 5,166464.8K $0.25 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,157464K $0.11 %0.01 %as of Jun 30, 2026 ↗
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 5,113460.1K $0.57 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 5,069456.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 4,808432.6K $0.20 %0.01 %as of Jun 30, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 4,753427.7K $0.32 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,695422.5K $0.11 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,597413.6K $0.12 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,418390.6K $0.11 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,415390.4K $0.05 %0.01 %as of Jul 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,406396.5K $0.05 %0.01 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 4,300386.9K $0.06 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 4,025362.2K $0.11 %0.01 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 4,000359.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 3,931353.7K $0.24 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,795328.9K $0.24 %0.01 %as of May 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 3,676330.8K $1.23 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 3,587322.8K $0.10 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,550319.4K $0.11 %0.01 %as of Jun 30, 2026 ↗
Tortoise Global Water ETF Tortoise Capital Series Trust 3,534306.3K $0.58 %0.01 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3,440309.5K $0.22 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,412307K $0.05 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,374298.3K $0.11 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,345301K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,331288.7K $0.00 %0.01 %as of May 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,128281.5K $0.11 %0.01 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 2,980268.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,945265K $0.00 %0.01 %as of Jun 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 2,862257.5K $0.08 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,851256.5K $0.06 %0.01 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,844251.5K $0.01 %0.01 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,840255.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,722244.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,680232.2K $0.03 %0.01 %as of May 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,607234.6K $0.11 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,546225.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,514222.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,500225K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,474214.4K $0.01 %0.01 %as of May 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 2,445220K $0.05 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,398215.8K $0.15 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,264196.2K $0.03 %0.01 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,220199.8K $0.01 %0.01 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 3.51 %as of May 31, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 2.94 %as of May 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 1.97 %as of Jun 30, 2026 ↗
TrueShares Eagle Global Renewable Energy Income ETF Elevation Series Trust 1.89 %as of Jun 30, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 1.75 %as of Dec 31, 2025 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 1.55 %as of Jul 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 1.41 %as of Jun 30, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 1.23 %as of Jun 30, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 1.03 %as of Jun 30, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1.03 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3282-1016,228,056+1.5 %
2026Q2292-615,983,188+1.3 %
2026Q1298+815,775,608-4.0 %
2025Q4290+1116,436,775+0.7 %
2025Q3279+616,319,686-3.0 %
2025Q2273+1116,832,184+1.1 %
2025Q1262-1816,643,730-1.1 %
2024Q4280-616,826,641+0.5 %
2024Q3286+1116,746,120-0.2 %
2024Q2275+616,785,077-2.9 %
2024Q1269-1117,294,450-2.3 %
2023Q428017,703,854

Institutional managers

336 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.6,424,374563.9M $as of Mar 31, 2026
STATE STREET CORP1,569,348137.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,054,88792.6M $as of Mar 31, 2026
LSV ASSET MANAGEMENT1,042,91391.5K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP815,24171.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP662,93458.2M $as of Mar 31, 2026
MORGAN STANLEY654,43457.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP606,50453.2M $as of Mar 31, 2026
Caisse de depot et placement du Quebec569,93350M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC524,12146M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC485,35142.6M $as of Mar 31, 2026
GABELLI FUNDS LLC467,20041M $as of Mar 31, 2026
NORTHERN TRUST CORP432,01237.9M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.399,42635.1M $as of Mar 31, 2026
Bank of New York Mellon Corp350,60830.8M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.342,00030M $as of Mar 31, 2026
JPMORGAN CHASE & CO339,63329.1M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/336,48329.5M $as of Mar 31, 2026
Qube Research & Technologies Ltd267,85423.5M $as of Mar 31, 2026
GAMCO INVESTORS, INC. ET AL264,80023.2M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC252,37622.2M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC231,88920.4M $as of Mar 31, 2026
Invesco Ltd.225,17319.8M $as of Mar 31, 2026
Public Sector Pension Investment Board198,66017.4M $as of Mar 31, 2026
Nuveen, LLC189,22816.6M $as of Mar 31, 2026

Declared shareholders of Otter Tail Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 5.10 %2,148,193as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Otter Tail Corp". https://titelia.com/en/stocks/otter-tail-corp-US6896481032