As of the latest SEC filings, Otter Tail Corp (OTTR) is held by 297 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $220,853,720.06 in market value, representing 0.24% of its portfolio.
Funds holding Otter Tail Corp (OTTR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OTTR
- CIK:
- 0001466593
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.24% | $220,853,720.06 | 2,516,278 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $116,575,675.15 | 1,328,195 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $84,882,191.46 | 967,098 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.12% | $83,168,131.13 | 947,569 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $54,066,934.39 | 616,007 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.45% | $45,108,074.95 | 513,935 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $40,998,683.55 | 467,115 | Mar 31, 2026 | May 28, 2026 |
|
GAUAX
The Gabelli Utilities Fund
|
MF | GAMCO / Gabelli | 1.94% | $34,370,732.00 | 391,600 | Mar 31, 2026 | Jun 1, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.10% | $34,064,335.84 | 381,716 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.24% | $33,293,355.25 | 379,325 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.22% | $27,152,966.05 | 309,365 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.26% | $24,706,026.22 | 281,486 | Mar 31, 2026 | May 28, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.20% | $21,843,382.90 | 256,679 | Feb 28, 2026 | Apr 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.02% | $20,991,122.04 | 235,221 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.11% | $20,117,551.68 | 225,432 | Apr 30, 2026 | Jun 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.26% | $19,749,829.86 | 225,018 | Mar 31, 2026 | May 26, 2026 |
|
-
1290 VT GAMCO Small Company Value Portfolio
|
ETF | Independent / Boutique | 0.50% | $19,660,480.00 | 224,000 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $18,524,312.70 | 217,677 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.08% | $17,330,274.60 | 203,646 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.11% | $16,256,227.50 | 191,025 | Feb 28, 2026 | Apr 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.22% | $14,280,091.23 | 162,699 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.19% | $14,101,615.56 | 158,019 | Apr 30, 2026 | Jun 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.01% | $13,391,354.40 | 150,060 | Apr 30, 2026 | Jun 26, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.23% | $12,214,317.90 | 143,529 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.08% | $11,363,643.12 | 127,338 | Apr 30, 2026 | Jun 29, 2026 |
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