XTX Topco’s Otter Tail OTTR Stock Holding History

XTX Topco’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	$3.85M	Buy	43,823 +11,389	+35%	+$985K	0.07%	428
2025 Q4	$2.62M	Buy	32,434 +27,353	+538%	+$2.22M	0.07%	406
2025 Q3	$416K	Sell	5,081 -5,497	-52%	-$446K	0.02%	1221
2025 Q2	$815K	Buy	+10,578	New	+$826K	0.03%	793
2024 Q4	–	Sell	-7,532	Closed	-$589K	–	2762
2024 Q3	$589K	Buy	+7,532	New	+$652K	0.04%	707
2024 Q2	–	Sell	-5,985	Closed	-$517K	–	2320
2024 Q1	$517K	Buy	5,985 +2,692	+82%	+$234K	0.07%	468
2023 Q4	$280K	Sell	3,293 -12,056	-79%	-$931K	0.06%	685
2023 Q3	$1.17M	Buy	+15,349	New	+$1.26M	0.2%	67
2022 Q4	–	Sell	-7,422	Closed	-$457K	–	1406
2022 Q3	$457K	Buy	+7,422	New	+$535K	0.11%	278

Other funds holding OTTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $121B AUM 33.93% 1-Year Est. Return

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