Virtus ETF Advisers’s Otter Tail OTTR Stock Holding History

Virtus ETF Advisers’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 Q2	$428K	Sell	4,753 -2,101	-31%	-$186K	0.16%	162
2026 Q1	$602K	Hold	6,854	–	–	0.28%	95
2025 Q4	$554K	Hold	6,854	–	–	0.26%	100
2025 Q3	$562K	Hold	6,854	–	–	0.31%	89
2025 Q2	$528K	Sell	6,854 -8,230	-55%	-$642K	0.32%	92
2025 Q1	$1.21M	Buy	+15,084	New	+$1.19M	0.79%	21

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Virtus ETF Advisers's OTTR Position: Q2 2026 in Review

Virtus ETF Advisers reduced its Otter Tail (OTTR) stake by 31% in Q2 2026, selling an estimated $186K and leaving 4,753 shares worth $428K. The position accounts for 0.16% of the portfolio, ranked #162.

Virtus ETF Advisers first reported a position in OTTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.21M in Q1 2025. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Virtus ETF Advisers held 4,753 shares of Otter Tail worth $428K as of Q2 2026.
Virtus ETF Advisers sold 2,101 Otter Tail shares in Q2 2026, an estimated $186K.
Otter Tail made up 0.16% of Virtus ETF Advisers's portfolio in Q2 2026, its #162 holding.
Virtus ETF Advisers first reported a position in Otter Tail in Q1 2025 and has held it in 6 quarters since.
Virtus ETF Advisers's Otter Tail position peaked at $1.21M in Q1 2025.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.