Vident Advisory’s Otter Tail OTTR Stock Holding History

Vident Advisory’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$482K	Buy	5,494 +276	+5%	+$23.9K	﹤0.01%	1279
2025 Q4	$422K	Sell	5,218 -411	-7%	-$33.3K	﹤0.01%	1248
2025 Q3	$461K	Sell	5,629 -1,948	-26%	-$158K	﹤0.01%	1235
2025 Q2	$584K	Sell	7,577 -739	-9%	-$57.7K	0.01%	967
2025 Q1	$668K	Sell	8,316 -23,772	-74%	-$1.88M	0.01%	879
2024 Q4	$2.37M	Buy	32,088 +1,995	+7%	+$156K	0.04%	377
2024 Q3	$2.35M	Buy	30,093 +10,325	+52%	+$894K	0.06%	349
2024 Q2	$1.73M	Sell	19,768 -280	-1%	-$24.5K	0.05%	416
2024 Q1	$1.73M	Buy	20,048 +1,625	+9%	+$141K	0.04%	414
2023 Q4	$1.57M	Sell	18,423 -283	-2%	-$21.9K	0.04%	440
2023 Q3	$1.42M	Buy	+18,706	New	+$1.54M	0.04%	409

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vident Advisory's OTTR Position: Q1 2026 in Review

Vident Advisory increased its Otter Tail (OTTR) stake by 5.3% in Q1 2026, buying an estimated $23.9K and bringing the position to 5,494 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Vident Advisory first reported a position in OTTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.37M in Q4 2024. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Vident Advisory held 5,494 shares of Otter Tail worth $482K as of Q1 2026.
Vident Advisory bought 276 Otter Tail shares in Q1 2026, an estimated $23.9K.
Otter Tail made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1279 holding.
Vident Advisory first reported a position in Otter Tail in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's Otter Tail position peaked at $2.37M in Q4 2024.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.