Filing Research | OTTR - Otter Tail Corp Com Institutional Holdings

Snapshot holdings

50 / 72 loaded

#		Instrument	quantity
1	Bank & Trust Co	Shares	119.6KSH	$10.8M
2	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	86.4KSH	$7.8M
3	Linden Thomas Advisory Services, LLC	Shares	44.6KSH	$4.0M
4	Vest Financial, LLC	Shares	42.5KSH	$3.8M
5	BENJAMIN EDWARDS INC	Shares	40.3KSH	$3.6M
6	Louisiana State Employees Retirement System	Shares	18.4KSH	$1.7M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.7KSH	$1.5M
8	Focus Financial Network, Inc.	Shares	16.4KSH	$1.5M
9	EXCHANGE TRADED CONCEPTS, LLC	Shares	12.9KSH	$1.2M
10	Police & Firemen's Retirement System of New Jersey	Shares	11.5KSH	$1.0M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.2KSH	$1.0M
12	JAMES INVESTMENT RESEARCH, INC.	Shares	10.6KSH	$956.6K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.0KSH	$895.8K
14	VISTA INVESTMENT PARTNERS LLC	Shares	9.8KSH	$880.5K
15	Hennion & Walsh Asset Management, Inc.	Shares	9.7KSH	$875.4K
16	D.A. DAVIDSON & CO.	Shares	6.8KSH	$608.9K
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.6KSH	$506.4K
18	RBA Wealth Management, LLC	Shares	5.6KSH	$501.1K
19	Bravera Wealth	Shares	4.9KSH	$438.5K
20	Fifth Third Wealth Advisors LLC	Shares	4.6KSH	$409.8K
21	Accredited Investors Inc.	Shares	4.4KSH	$399.1K
22	Bell Bank	Shares	4.1KSH	$367.7K
23	Tactive Advisors, LLC	Shares	4.0KSH	$364.4K
24	Chesley Taft & Associates LLC	Shares	3.7KSH	$331.1K
25	FIRST CITIZENS BANK & TRUST CO	Shares	3.5KSH	$318.8K
26	Ifrah Financial Services, Inc.	Shares	3.5KSH	$314.7K
27	Atlas Brown,Inc.	Shares	3.5KSH	$314.1K
28	Envestnet Portfolio Solutions, Inc.	Shares	3.4KSH	$305.8K
29	LIFELONG WEALTH ADVISORS, INC.	Shares	3.2KSH	$284.7K
30	Mann Financial Group, Inc.	Shares	3.1KSH	$281.5K
31	Wealth Alliance Advisory Group, LLC	Shares	2.8KSH	$250.1K
32	Crossmark Global Holdings, Inc.	Shares	2.7KSH	$239.8K
33	Brady Martz Wealth Solutions, LLC	Shares	2.5KSH	$221.0K
34	Abel Hall, LLC	Shares	2.4KSH	$219.1K
35	Merit Financial Group, LLC	Shares	2.4KSH	$213.5K
36	Curated Wealth Partners LLC	Shares	790SH	$212.4K
37	ARMSTRONG ADVISORY GROUP, INC	Shares	1.7KSH	$149.4K
38	JNBA Financial Advisors	Shares	1.4KSH	$129.9K
39	HM PAYSON & CO	Shares	1.2KSH	$105.5K
40	Financial Perspectives, Inc	Shares	1.2KSH	$103.9K
41	Abound Wealth Management	Shares	1.1KSH	$103.3K
42	SIGNATUREFD, LLC	Shares	1.1KSH	$101.1K
43	Crews Bank & Trust	Shares	1.1KSH	$98.3K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.0KSH	$91.6K
45	Farther Finance Advisors, LLC	Shares	972SH	$87.5K
46	GAMMA Investing LLC	Shares	835SH	$75.1K
47	TFC Financial Management, Inc.	Shares	773SH	$69.6K
48	High Note Wealth, LLC	Shares	677SH	$60.9K
49	AdvisorNet Financial, Inc	Shares	650SH	$58.5K
50	EverSource Wealth Advisors, LLC	Shares	504SH	$45.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 77 loaded

#		Instrument
1	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+86.4K	+$7.8M	$7.8M
2	Linden Thomas Advisory Services, LLC added	Shares	+21.9K	+$2.0M	$4.0M
3	Hennion & Walsh Asset Management, Inc. added	Shares	+4.6K	+$426.7K	$875.4K
4	Tactive Advisors, LLC new	Shares	+4.0K	+$364.4K	$364.4K
5	Bank & Trust Co added	Shares	+405	+$300.0K	$10.8M
6	Vest Financial, LLC added	Shares	+1.5K	+$222.9K	$3.8M
7	Brady Martz Wealth Solutions, LLC new	Shares	+2.5K	+$221.0K	$221.0K
8	Merit Financial Group, LLC new	Shares	+2.4K	+$213.5K	$213.5K
9	Curated Wealth Partners LLC new	Shares	+790	+$212.4K	$212.4K
10	BENJAMIN EDWARDS INC added	Shares	+1.0K	+$180.7K	$3.6M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+900	+$104.5K	$1.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+822	+$79.0K	$1.5M
13	TFC Financial Management, Inc. new	Shares	+773	+$69.6K	$69.6K
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+603	+$65.3K	$506.4K
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+251	+$50.6K	$1.2M
16	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+27	+$27.0K	$1.0M
17	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$23.5K	$956.6K
18	Louisiana State Employees Retirement System trimmed	Shares	-200	+$23.1K	$1.7M
19	VISTA INVESTMENT PARTNERS LLC trimmed	Shares	-1	+$21.5K	$880.5K
20	D.A. DAVIDSON & CO. unchanged	Shares	0	+$15.0K	$608.9K
21	Fifth Third Wealth Advisors LLC added	Shares	+36	+$13.2K	$409.8K
22	Accredited Investors Inc. added	Shares	+29	+$12.3K	$399.1K
23	EverSource Wealth Advisors, LLC added	Shares	+111	+$10.9K	$45.4K
24	GAMMA Investing LLC added	Shares	+96	+$10.3K	$75.1K
25	Ifrah Financial Services, Inc. added	Shares	+23	+$9.7K	$314.7K
26	Bell Bank unchanged	Shares	0	+$9.0K	$367.7K
27	Abel Hall, LLC added	Shares	+34	+$8.4K	$219.1K
28	Chesley Taft & Associates LLC unchanged	Shares	0	+$8.1K	$331.1K
29	Atlas Brown,Inc. unchanged	Shares	0	+$7.7K	$314.1K
30	IFP Advisors, Inc added	Shares	+77	+$7.3K	$24.0K
31	LIFELONG WEALTH ADVISORS, INC. unchanged	Shares	0	+$7.0K	$284.7K
32	Mann Financial Group, Inc. unchanged	Shares	0	+$6.9K	$281.5K
33	Wealth Alliance Advisory Group, LLC unchanged	Shares	0	+$6.1K	$250.1K
34	JFS WEALTH ADVISORS, LLC added	Shares	+54	+$4.9K	$7.1K
35	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$3.7K	$149.4K
36	SIGNATUREFD, LLC added	Shares	+9	+$3.3K	$101.1K
37	SJS Investment Consulting Inc. added	Shares	+31	+$2.8K	$3.1K
38	HM PAYSON & CO unchanged	Shares	0	+$2.6K	$105.5K
39	Financial Perspectives, Inc unchanged	Shares	0	+$2.6K	$103.9K
40	Crews Bank & Trust unchanged	Shares	0	+$2.4K	$98.3K
41	Abound Wealth Management trimmed	Shares	-2	+$2.4K	$103.3K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6	+$2.0K	$91.6K
43	High Note Wealth, LLC unchanged	Shares	0	+$1.5K	$60.9K
44	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.4K	$58.5K
45	SBI Securities Co., Ltd. added	Shares	+15	+$1.4K	$2.3K
46	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$928	$37.8K
47	Creative Capital Management Investments LLC new	Shares	+10	+$900	$900
48	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$871	$8.5K
49	West Financial Advisors, LLC unchanged	Shares	0	+$738	$30.1K
50	Vermillion Wealth Management, Inc. trimmed	Shares	-1	+$576	$27.2K

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