Otter Tail Corp (OTTR) — Institutional Holders, Q2 2026 (page 4)
365 institutional investment managers reported a OTTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 365. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OTTR 13F holders ranked 301–365 of 365
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HighMark Wealth Management#301 · 340 sh | 340 | $30.6K | 0.01% | +0.6% |
| 302 | West Financial Advisors#302 · 334 sh | 334 | $30.1K | — | 0.0% |
| 303 | Salomon & Ludwin#303 · 335 sh | 335 | $30.0K | <0.01% | -15.4% |
| 304 | HARBOR CAPITAL ADVISORS#304 · 310 sh | 310 | $28.0K | — | -4.6% |
| 305 | Parallel Advisors#305 · 311 sh | 311 | $28.0K | <0.01% | New |
| 306 | Kemnay Advisory Services#306 · 307 sh | 307 | $27.6K | <0.01% | -10.0% |
| 307 | Vermillion Wealth Management#307 · 302 sh | 302 | $27.2K | — | -0.3% |
| 308 | BESSEMER GROUP#308 · 300 sh | 300 | $27.0K | 0.00% | -26.5% |
| 309 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#309 · 300 sh | 300 | $27.0K | 0.01% | New |
| 310 | IFP Advisors#310 · 267 sh | 267 | $24.0K | — | +40.5% |
| 311 | N.E.W. Advisory Services#311 · 200 sh | 200 | $18.0K | <0.01% | 0.0% |
| 312 | Smallwood Wealth Investment Management#312 · 198 sh | 198 | $17.9K | <0.01% | +0.5% |
| 313 | Optiver Holding B.V.#313 · 194 sh | 194 | $17.5K | 0.00% | New |
| 314 | Bare Financial Services#314 · 182 sh | 182 | $16.4K | <0.01% | +80.2% |
| 315 | Plante Moran Financial Advisors#315 · 165 sh | 165 | $14.9K | <0.01% | +3.1% |
| 316 | Smartleaf Asset Management#316 · 124 sh | 124 | $11.0K | <0.01% | 0.0% |
| 317 | Signature Equity Partners#317 · 105 sh | 105 | $9.4K | <0.01% | +2525.0% |
| 318 | SIMPLEX TRADING#318 · 103 sh | 103 | $9.3K | 0.00% | +586.7% |
| 319 | BROADWATER CAPITAL MANAGEMENT#319 · 95 sh | 95 | $8.5K | <0.01% | 0.0% |
| 320 | Keating Financial Advisory Services#320 · 94 sh | 94 | $8.5K | <0.01% | +1.1% |
| 321 | Larson Financial Group#321 · 90 sh | 90 | $8.1K | <0.01% | -11.8% |
| 322 | Harvest Fund Management , Ltd#322 · 90 sh | 90 | $8.0K | <0.01% | 0.0% |
| 323 | JFS WEALTH ADVISORS#323 · 79 sh | 79 | $7.1K | <0.01% | +216.0% |
| 324 | ROTHSCHILD INVESTMENT#324 · 68 sh | 68 | $6.1K | <0.01% | +9.7% |
| 325 | Parkside Financial Bank#325 · 66 sh | 66 | $5.9K | — | +100.0% |
| 326 | BROWN BROTHERS HARRIMAN#326 · 62 sh | 62 | $5.6K | 0.00% | 0.0% |
| 327 | WealthCollab#327 · 58 sh | 58 | $5.2K | <0.01% | -51.3% |
| 328 | CVA Family Office#328 · 55 sh | 55 | $4.9K | <0.01% | +34.1% |
| 329 | Colonial / SC#329 · 53 sh | 53 | $4.7K | <0.01% | 0.0% |
| 330 | Versant Capital Management#330 · 45 sh | 45 | $4.0K | — | 0.0% |
| 331 | ASSETMARK#331 · 40 sh | 40 | $3.6K | — | 0.0% |
| 332 | Ancora Advisors#332 · 38 sh | 38 | $3.4K | <0.01% | 0.0% |
| 333 | SJS Investment Consulting#333 · 34 sh | 34 | $3.1K | — | +1033.3% |
| 334 | MassMutual Private Wealth & , FSB#334 · 34 sh | 34 | $3.1K | — | 0.0% |
| 335 | Caitong International Asset Management , Ltd#335 · 32 sh | 32 | $2.9K | <0.01% | +39.1% |
| 336 | FARMERS & MERCHANTS INVESTMENTS#336 · 28 sh | 28 | $2.5K | — | 0.0% |
| 337 | JPL Wealth Management#337 · 27 sh | 27 | $2.4K | <0.01% | 0.0% |
| 338 | SBI Securities , Ltd.#338 · 25 sh | 25 | $2.3K | — | +150.0% |
| 339 | Fortitude Family Office#339 · 23 sh | 23 | $2.1K | — | -11.5% |
| 340 | Quarry#340 · 23 sh | 23 | $2.1K | <0.01% | -8.0% |
| 341 | Clearstead Advisors#341 · 21 sh | 21 | $1.9K | 0.00% | New |
| 342 | Bell Investment Advisors#342 · 15 sh | 15 | $1.4K | <0.01% | 0.0% |
| 343 | Archer Investment#343 · 12 sh | 12 | $1.1K | <0.01% | 0.0% |
| 344 | Glen Eagle Advisors#344 · 12 sh | 12 | $1.0K | <0.01% | 0.0% |
| 345 | Spectrum Wealth Advisory Group#345 · 11 sh | 11 | $990.00 | <0.01% | New |
| 346 | Caitlin John#346 · 11 sh | 11 | $990.00 | <0.01% | New |
| 347 | Rialto Wealth Management#347 · 11 sh | 11 | $990.00 | <0.01% | +266.7% |
| 348 | Creative Capital Management Investments#348 · 10 sh | 10 | $900.00 | <0.01% | New |
| 349 | ACTION POINT FINANCIAL PLANNING#349 · 10 sh | 10 | $900.00 | <0.01% | New |
| 350 | Essential Partners#350 · 8 sh | 8 | $720.00 | — | 0.0% |
| 351 | HFM Investment Advisors#351 · 7 sh | 7 | $630.00 | <0.01% | +250.0% |
| 352 | DiNuzzo Private Wealth#352 · 6 sh | 6 | $540.00 | — | 0.0% |
| 353 | Fulcrum Asset Management LLP#353 · 6 sh | 6 | $533.00 | <0.01% | New |
| 354 | Bay Harbor Wealth Management#354 · 5 sh | 5 | $450.00 | <0.01% | -16.7% |
| 355 | Ankerstar Wealth#355 · 4 sh | 4 | $360.00 | <0.01% | 0.0% |
| 356 | GILPIN WEALTH MANAGEMENT#356 · 4 sh | 4 | $360.00 | — | 0.0% |
| 357 | Hughes Financial Services#357 · 3 sh | 3 | $270.00 | 0.00% | +50.0% |
| 358 | CREATIVE FINANCIAL DESIGNS#358 · 3 sh | 3 | $270.00 | 0.00% | New |
| 359 | Davis Capital Management#359 · 2 sh | 2 | $180.00 | — | New |
| 360 | LRI Investments#360 · 2 sh | 2 | $180.00 | 0.00% | New |
| 361 | RAFFA WEALTH MANAGEMENT#361 · 1 sh | 1 | $90.00 | 0.00% | 0.0% |
| 362 | DecisionPoint Financial#362 · 1 sh | 1 | $90.00 | 0.00% | New |
| 363 | Evolution Advisers#363 · 5 sh | 5 | $0.00 | 0.00% | New |
| 364 | Navigoe#364 · 1 sh | 1 | $0.00 | 0.00% | New |
| 365 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#365 · 43,201 sh | 43,201 | — | — | -2.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.