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 Q3	$489K	Buy	5,550 +797	+17%	+$72.2K	0.18%	149
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Virtus ETF Advisers's OTTR Position: Q3 2026 in Review

Virtus ETF Advisers increased its Otter Tail (OTTR) stake by 17% in Q3 2026, buying an estimated $72.2K and bringing the position to 5,550 shares worth $489K. The position accounts for 0.18% of the portfolio, ranked #149.

Virtus ETF Advisers first reported a position in OTTR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 246 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

Virtus ETF Advisers held 5,550 shares of Otter Tail worth $489K as of Q3 2026.
Virtus ETF Advisers bought 797 Otter Tail shares in Q3 2026, an estimated $72.2K.
Otter Tail made up 0.18% of Virtus ETF Advisers's portfolio in Q3 2026, its #149 holding.
Virtus ETF Advisers first reported a position in Otter Tail in Q1 2025 and has held it in 7 quarters since.
Virtus ETF Advisers's Otter Tail position peaked at $1.21M in Q1 2025.
246 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on Virtus ETF Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.