VEA
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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
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Virtus ETF Advisers's OTTR Position: Q1 2026 in Review

Virtus ETF Advisers held its Otter Tail (OTTR) position steady in Q1 2026 at 6,854 shares worth $602K. The position accounts for 0.28% of the portfolio, ranked #95.

Virtus ETF Advisers first reported a position in OTTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q1 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Virtus ETF Advisers held 6,854 shares of Otter Tail worth $602K as of Q1 2026.
  • Virtus ETF Advisers left its Otter Tail share count unchanged in Q1 2026.
  • Otter Tail made up 0.28% of Virtus ETF Advisers's portfolio in Q1 2026, its #95 holding.
  • Virtus ETF Advisers first reported a position in Otter Tail in Q1 2025 and has held it in 5 quarters since.
  • Virtus ETF Advisers's Otter Tail position peaked at $1.21M in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.