Titelia

Fund shareholders of Otter Tail Corp

ISIN US6896481032 · United States

Fund shareholders
293
Of which ETFs
80 213 other funds
Value held
≈ 1.4B $ 1.4B $ · 229.6K €
Share of capital
38.1 % of 42M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 2,416212.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,402204.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,387203.1K $0.07 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,382202.7K $0.06 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,322203.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,220194.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
NAA OPPORTUNITY FUND New Age Alpha Funds Trust 2,065181.2K $0.46 %0.00 %as of Mar 31, 2026 ↗
Monteagle Opportunity Equity Fund Monteagle Funds 2,037173.3K $1.04 %0.00 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,007176.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 2,002175.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,918171.2K $0.09 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,820162.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,819162.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Utilities Fund Rydex Series Funds 1,793157.4K $0.53 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,672149.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,670142.1K $0.09 %0.00 %as of Feb 28, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 1,626145.1K $0.26 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,616141.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,614141.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,609136.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,477125.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,418124.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,400119.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,367116.3K $0.22 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,361121.5K $0.15 %0.00 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,265111K $0.05 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 1,246109.4K $0.48 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,231108K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 1,17499.9K $0.12 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,17399.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,167104.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,144100.4K $0.07 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,133101.1K $0.07 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,129100.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,09295.8K $0.12 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,00287.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
HUSSMAN STRATEGIC TOTAL RETURN FUND Hussman Investment Trust 1,00087.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 97485.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 92778.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 92080.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 92080.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 91180K $0.00 %0.00 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 90079K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 89579.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 89175.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 86577.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 85274.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Utilities Fund Rydex Variable Trust 83573.3K $0.56 %0.00 %as of Mar 31, 2026 ↗
World Energy Fund Cavanal Hill Funds 78066.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 77167.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 76167.9K $0.09 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 74365.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 68760.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 65957.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
TrueShares Eagle Global Renewable Energy Income ETF Elevation Series Trust 65857.8K $1.83 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 58850K $0.01 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 58151K $0.26 %0.00 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 50144.7K $0.15 %0.00 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 48642.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 45939.1K $0.16 %0.00 %as of Feb 28, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 43737.2K $0.42 %0.00 %as of Feb 28, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 43538.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 37733.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 37532.9K $0.22 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 32428.4K $0.40 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 31027.7K $0.24 %0.00 %as of Apr 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 30225.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 28324.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 24921.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 24622K $0.02 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 22219.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 20618.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 20017.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 19917.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 18916.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 15814.1K $0.23 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 15513.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 15413.7K $0.09 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 12911.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1089.6K $0.13 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 1029.1K $0.20 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 978.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 887.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 706.2K $0.08 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 615.4K $0.17 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 524.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 403.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 272.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 232.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 131.1K $0.10 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 10877.7 $0.03 %0.00 %as of Mar 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 187.8 $0.00 %0.00 %as of Mar 31, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 229.6K €1.75 %as of Dec 31, 2025 ↗

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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 4.23 %as of Feb 28, 2026 ↗
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 2.98 %as of Feb 28, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 1.94 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 1.92 %as of Apr 30, 2026 ↗
TrueShares Eagle Global Renewable Energy Income ETF Elevation Series Trust 1.83 %as of Mar 31, 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. 1.52 %as of Apr 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 1.45 %as of Mar 31, 2026 ↗
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 1.18 %as of Mar 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1.04 %as of Feb 28, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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 are 2 beneficial ownership filings. 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
Vanguard Portfolio Management 7.06 %2,963,293as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.19 %2,178,374as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Otter Tail Corp". https://titelia.com/en/stocks/otter-tail-corp-US6896481032