How many institutions own OTTR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OTTR shares is 433, representing 74.14% of the company's common stock.

Who are the major shareholders selling Otter Tail Corporation stock?

INVESCO LTD., in the last quarter, reduced its stake in OTTR by -6.91% restricting it's holding to 236.65 thousand shares of worth nearly $19.40M. GAMCO INVESTORS, INC. ET AL also lessened -0.38% of the OTTR shares from its portfolio, reducing its holding to 272.35 thousand shares of worth $22.32M. BANK OF NEW YORK MELLON CORP also shunned OTTR shares holding by -3.43% last quarter which brought its holding to 371.29 thousand shares worth $30.43M.

Investors who are buying OTTR stock?

As per its latest 13F filing, SWISS NATIONAL BANK increased its stake in OTTR by 1.53% in the last quarter. The institutional holder raised its holding to 73.1 thousand shares having worth more than $5.99M. BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC also added 16.28% more shares of OTTR to its portfolio, raising its holding to 85.7 thousand shares of worth $7.02M. D. E. SHAW & CO., INC. also increased its OTTR shares holding by 57.85% which brought its holding to 260.01 thousand shares worth $21.31M.

OTTR's major insiders: who are they?

The insider with the most stakes in OTTR is MACFARLANE JOHN C , director at the company. Additionally, OTTR stock is highly held by CFO & Sr VP MOUG KEVIN G and director LIEBE ARVID R among others.

Did an insider recently sell OTTR stock?

Company executives, directors, and other insiders own 1.9% percent of Otter Tail Corporation's stock. Within the last six months, there have been 0 transaction(s) in which OTTR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SMESTAD JENNIFER O., KNUTSON PAUL L, and ERICKSON JOHN D.

Which insider recently purchased OTTR stock?

There have been 0 transaction(s) during the past 6-months in which Otter Tail Corporation insiders have bought stock, totalling 0 shares

How much of OTTR does insiders own?

Around 0 Otter Tail Corporation shares are held by insiders, which represents about 1.9% of OTTR stock.

Who is the insider with the largest stake?

OTTR director, MACFARLANE JOHN C holds the largest portfolio of the company's shares. OTTR shares owned by MACFARLANE total nearly 64.27 thousand.

Which institution holds the most shares in OTTR?

SWISS NATIONAL BANK is the largest institutional owner in OTTR which holds 73.1 thousand shares worth $5.99M or 0.17% of the total OTTR shares outstanding followed by BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC with ownership of 85.7 thousand shares representing 0.2% of the OTTR ownership. INVESCO LTD. is the third largest stakeholder with 236.65 thousand shares or 0.57% of the ownership worth more than $19.40M.

Is Otter Tail Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OTTR is concerned, it is a stock which is optionable.

Is there a short position on OTTR's shares?

Number of OTTR shares short is 4.61M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OTTR shares are there?

As of today, 41.91M shares of OTTR are outstanding.

Is there many float in OTTR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OTTR has 40.94M shares in float.

OTTR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OTTR is 24.06.

Otter Tail (OTTR) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares11.01

Short Percent Of Float15.63

Shares Outstanding41.91M

Shares Float40.94M

Shares Short4.61M

Short Ratio24.06

15.63%

Short % of Float

11.01%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.9% Percentage of Shares held by All Insiders

74.14% Percentage of Shares held by All Institutions

75.58% Percentage of Float held by Institutions

433

Number of Institutions Holding Shares

Institutional Ownership

About 74.14% of OTTR shares are held by financial institutions. SWISS NATIONAL BANK is the top corporate investor, holding 73.1K shares valued at $5.99M. A 0.17% stake in Otter Tail Corporation is owned by the company. BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC owns 85.7K shares valued at $7.02M, which translates its holding of 0.2% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SWISS NATIONAL BANK	0.17%	73.1K	5.99M	1.1K	+1.53%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.2%	85.7K	7.02M	12K	+16.28%
Sep 30, 2025	INVESCO LTD.	0.57%	236.65K	19.4M	-17.56K	-6.91%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.62%	260.01K	21.31M	95.29K	+57.85%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.65%	272.35K	22.32M	-1.04K	-0.38%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	322.75K	26.46M	140.95K	+77.53%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.89%	371.29K	30.43M	-13.18K	-3.43%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.9%	377.23K	30.92M	-31.93K	-7.80%
Sep 30, 2025	NORTHERN TRUST CORP	1.06%	442.86K	36.3M	34.89K	+8.55%
Sep 30, 2025	MORGAN STANLEY	1.27%	531.69K	43.58M	100.79K	+23.39%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.29%	541.46K	44.38M	7.13K	+1.33%
Sep 30, 2025	GABELLI FUNDS LLC	1.12%	469.1K	38.45M	-500	-0.11%
Sep 30, 2025	FEDERATED HERMES, INC.	0.39%	161.2K	13.21M	-10.33K	-6.02%
Sep 30, 2025	NUVEEN, LLC	0.37%	153.63K	12.59M	-952	-0.62%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1.33%	555.86K	45.56M	-8.11K	-1.44%
Sep 30, 2025	JPMORGAN CHASE & CO	1.45%	605.5K	49.63M	264.01K	+77.31%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	1.02M	83.22M	4.49K	+0.44%
Sep 30, 2025	FIRST TRUST ADVISORS LP	3.5%	1.46M	120.05M	221.04K	+17.77%
Sep 30, 2025	STATE STREET CORP	3.74%	1.57M	128.31M	-6.57K	-0.42%
Sep 30, 2025	VANGUARD GROUP INC	12.17%	5.1M	417.73M	-46.73K	-0.91%
Sep 30, 2025	BLACKROCK, INC.	15.19%	6.36M	521.45M	-67.09K	-1.04%
Sep 30, 2025	LPL FINANCIAL LLC	0.16%	66.15K	5.42M	2.81K	+4.43%
Sep 30, 2025	CBOE VEST FINANCIAL, LLC	0.16%	65.4K	5.36M	24.19K	+58.68%
Sep 30, 2025	BARCLAYS PLC	0.15%	63.24K	5.18M	-15.93K	-20.12%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.15%	62.97K	5.16M	2.58K	+4.27%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.4%	166.52K	13.65M	26.6K	+19.01%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.3%	126.9K	10.4M	2.2K	+1.76%
Sep 30, 2025	EDGESTREAM PARTNERS, L.P.	0.07%	28.87K	2.37M	-1.56K	-5.11%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.08%	31.6K	2.59M	20.55K	+186.11%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.08%	31.94K	2.62M	180	+0.57%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.08%	32.05K	2.63M	1.2K	+3.89%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.08%	32.48K	2.66B	-578	-1.75%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	32.52K	2.67M	-5.44K	-14.32%
Sep 30, 2025	US BANCORP \DE\	0.08%	32.6K	2.67M	205	+0.63%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.08%	32.81K	2.69B	-2.8K	-7.87%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	33.77K	2.77M	3.52K	+11.62%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.09%	38.35K	3.14M	38.35K	+100.00%
Sep 30, 2025	PALISADES INVESTMENT PARTNERS, LLC	0.1%	40.19K	3.29M	0	0
Sep 30, 2025	CITIGROUP INC	0.1%	40.6K	3.33M	-9.43K	-18.85%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.11%	47.47K	3.79M	199	+0.42%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.34%	141.28K	11.58M	-13.31K	-8.61%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.15%	60.9K	4.99M	6.42K	+11.79%
Sep 30, 2025	UBS GROUP AG	0.35%	148.15K	12.14M	65.49K	+79.22%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.19%	81.45K	6.68M	-3.55K	-4.17%
Sep 30, 2025	PHOCAS FINANCIAL CORP.	0.23%	97.91K	8.03M	1.99K	+2.08%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.26%	107.91K	8.85M	68.8K	+175.91%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.24%	100.13K	8.21M	23.5K	+30.67%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.05%	859.02K	70.41M	-25.49K	-2.88%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.26%	110.35K	9.05M	-1.69K	-1.51%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.27%	114.87K	9.42M	6.96K	+6.45%
Sep 30, 2025	CITADEL ADVISORS LLC	0.28%	118.79K	9.74M	-117.28K	-49.68%
Sep 30, 2025	BANK & TRUST CO	0.29%	122.06K	10.01M	-781	-0.64%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.31%	130.28K	10.68M	-346.3K	-72.66%
Sep 30, 2025	DENALI ADVISORS LLC	0.21%	86.13K	7.06M	6.95K	+8.78%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.21%	87.9K	7.2M	18.31K	+26.31%
Sep 30, 2025	WHITTIER TRUST CO	0.21%	89.94K	7.17M	1.53K	+1.73%
Sep 30, 2025	ROYAL BANK OF CANADA	0.31%	130.45K	10.69M	501	+0.39%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.33%	137.62K	11.28M	113.28K	+465.24%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.43%	182.09K	14.93M	39.23K	+27.46%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	202.13K	16.57M	-5.43K	-2.61%
Sep 30, 2025	MARSHALL WACE, LLP	0.36%	152.57K	12.51M	93.55K	+158.51%
Sep 30, 2025	RHUMBLINE ADVISERS	0.25%	102.85K	8.43M	-6.38K	-5.84%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	103.28K	8.47M	-16.11K	-13.49%
Sep 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.39%	165K	13.53M	-20K	-10.81%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.4%	169.07K	13.86M	109.37K	+183.20%
Sep 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.16%	67.79K	5.56M	1.66K	+2.51%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.2%	83.34K	6.83M	-27.32K	-24.69%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.17%	69.38K	5.69M	1.8K	+2.66%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.5%	207.56K	16M	-24.01K	-10.37%
Jun 30, 2025	NUVEEN, LLC	0.37%	154.58K	11.92M	-9.86K	-6.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.39%	164.73K	12.7B	63.85K	+63.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	181.8K	14.01B	-49.23K	-21.31%
Jun 30, 2025	CITADEL ADVISORS LLC	0.56%	236.06K	18.2B	57.87K	+32.48%
Jun 30, 2025	MORGAN STANLEY	1.03%	430.9K	33.22B	31.4K	+7.86%
Jun 30, 2025	BLACKROCK, INC.	15.35%	6.43M	495.58M	-253.14K	-3.79%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.2%	84.99K	6.55M	-11.96K	-12.33%
Jun 30, 2025	WHITTIER TRUST CO	0.21%	88.41K	6.82M	2K	+2.32%
Jun 30, 2025	JANE STREET GROUP, LLC	0.22%	92.01K	7.09M	37.9K	+70.04%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.26%	110.67K	8.53M	-7.58K	-6.41%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	112.04K	8.64M	5.71K	+5.37%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.29%	119.39K	9.2M	-6.49K	-5.16%
Jun 30, 2025	BANK & TRUST CO	0.29%	122.84K	9.47M	-628	-0.51%
Jun 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.16%	66.13K	5.1M	6.74K	+11.35%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.16%	67.58K	5.21M	3.4K	+5.30%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.33%	139.92K	10.79M	-36.17K	-20.54%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	69.59K	5.36M	44.97K	+182.66%
Jun 30, 2025	SWISS NATIONAL BANK	0.17%	72K	5.55M	-1K	-1.37%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	73.7K	5.68M	46.22K	+168.19%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.18%	76.63K	6.15M	-11.63K	-13.17%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.3%	124.7K	9.61M	6.84K	+5.80%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	129.95K	10.02M	13.47K	+11.57%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	142.86K	11.01M	10.19K	+7.68%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.37%	154.59K	11.92M	54.77K	+54.87%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.44%	185K	14.26M	-35K	-15.91%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.92%	384.47K	29.64M	-7.9K	-2.01%
Jun 30, 2025	NORTHERN TRUST CORP	0.97%	407.97K	31.45M	-87.08K	-17.59%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.98%	409.16K	31.54M	98.24K	+31.60%
Jun 30, 2025	GABELLI FUNDS LLC	1.12%	469.6K	36.2M	-1.1K	-0.23%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.14%	59.7K	4.6M	59.7K	+100.00%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.14%	60.39K	4.66M	-10.58K	-14.91%
Jun 30, 2025	LPL FINANCIAL LLC	0.15%	63.34K	4.88M	2.77K	+4.57%
Jun 30, 2025	PHOCAS FINANCIAL CORP.	0.23%	95.92K	7.39M	14	+0.01%
Jun 30, 2025		0.37%	154.58K	11.92M	-9.86K	-6.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.14%	476.58K	36.74M	166.38K	+53.63%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	1.01M	77.92M	-14.85K	-1.45%
Jun 30, 2025	FIRST TRUST ADVISORS LP	2.97%	1.24M	95.87M	-10.71K	-0.85%
Jun 30, 2025	STATE STREET CORP	3.75%	1.57M	121.18M	-31.47K	-1.96%
Jun 30, 2025	VANGUARD GROUP INC	12.28%	5.14M	396.46M	-30.42K	-0.59%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	78.78K	6.07M	33.14K	+72.60%
Jun 30, 2025	BARCLAYS PLC	0.19%	79.17K	6.1M	22.29K	+39.19%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.26%	107.91K	8.32M	9.41K	+9.55%
Jun 30, 2025	RHUMBLINE ADVISERS	0.26%	109.23K	8.42M	1.07K	+0.98%
Jun 30, 2025	FEDERATED HERMES, INC.	0.41%	171.53K	13.22M	-9.91K	-5.46%
Jun 30, 2025	INVESCO LTD.	0.61%	254.21K	19.6M	-65.7K	-20.54%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.65%	273.39K	21.08M	200	+0.07%
Jun 30, 2025	JPMORGAN CHASE & CO	0.82%	341.5K	26.33M	57.75K	+20.35%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.28%	534.33K	41.19M	-17.01K	-3.09%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1.35%	563.97K	43.48M	157.65K	+38.80%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.11%	884.51K	68.19M	-27.56K	-3.02%
Jun 30, 2025	TEXAS PERMANENT SCHOOL FUND CORP	0.17%	70.9K	5.47M	30.28K	+74.56%
Jun 30, 2025	UBS GROUP AG	0.2%	82.66K	6.37M	-17.63K	-17.58%
Jun 30, 2025	DENALI ADVISORS LLC	0.19%	79.18K	6.1M	11.22K	+16.50%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.19%	78.15K	6.02M	-21.34K	-21.45%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.18%	77.42K	5.97M	58.51K	+309.50%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.3%	125.88K	10.12M	-11.22K	-8.18%
Mar 31, 2025	BLACKROCK, INC.	15.98%	6.68M	537.01M	-298.5K	-4.28%
Mar 31, 2025	STATE STREET CORP	3.83%	1.6M	128.87M	-57.35K	-3.45%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.23%	96.95K	7.79M	-14.52K	-13.03%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.24%	98.5K	7.92M	21.64K	+28.15%
Mar 31, 2025	PHOCAS FINANCIAL CORP.	0.23%	95.91K	7.71M	-5.54K	-5.46%
Mar 31, 2025	CITIGROUP INC	0.14%	59.67K	4.8M	1.89K	+3.26%
Mar 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.14%	59.39K	4.77M	5.46K	+10.13%
Mar 31, 2025	FIRST TRUST ADVISORS LP	3%	1.25M	100.81M	572.06K	+83.85%
Mar 31, 2025	RHUMBLINE ADVISERS	0.26%	108.16K	8.69M	-554	-0.51%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.25%	106.33K	8.55M	-4.2K	-3.80%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.45%	1.03M	82.44M	33.71K	+3.40%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.18%	912.07K	73.3M	-56.77K	-5.86%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.32%	551.34K	44.31M	14.79K	+2.76%
Mar 31, 2025	NORTHERN TRUST CORP	1.18%	495.05K	39.79M	-50.57K	-9.27%
Mar 31, 2025	GABELLI FUNDS LLC	1.13%	470.7K	37.83M	-1.8K	-0.38%
Mar 31, 2025	JPMORGAN CHASE & CO	0.68%	283.74K	22.8M	94.4K	+49.86%
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	116.48K	9.36M	2.81K	+2.47%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.24%	100.88K	8.11M	18.56K	+22.55%
Mar 31, 2025	UBS GROUP AG	0.24%	100.29K	8.06M	-162.03K	-61.77%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.24%	99.82K	8.02M	-7.15K	-6.69%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.24%	99.49K	8M	51.54K	+107.48%
Mar 31, 2025	LPL FINANCIAL LLC	0.14%	60.58K	4.87M	710	+1.19%
Mar 31, 2025		0.39%	164.45K	13.22M	164.45K	+100.00%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.35%	144.49K	11.61M	-10.07K	-6.52%
Mar 31, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.97%	406.32K	32.66M	183.32K	+82.20%
Mar 31, 2025	MORGAN STANLEY	0.96%	399.5K	32.11M	-112.2K	-21.93%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.94%	392.37K	31.53M	-12.78K	-3.15%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	0.65%	273.19K	21.96M	-500	-0.18%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.42%	176.09K	14.15M	-29.03K	-14.15%
Mar 31, 2025	BANK & TRUST CO	0.3%	123.47K	9.92M	-1.91K	-1.52%
Mar 31, 2025	VANGUARD GROUP INC	12.37%	5.17M	415.77M	-101.84K	-1.93%
Mar 31, 2025	INVESCO LTD.	0.76%	319.91K	25.71M	28.56K	+9.80%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	310.91K	24.99M	84.79K	+37.50%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.74%	310.21K	24.93M	-101.07K	-24.58%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.55%	231.56K	18.61M	5.57K	+2.47%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.55%	231.03K	18.57M	-23.85K	-9.36%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.53%	220K	17.68M	220K	+100.00%
Mar 31, 2025	FEDERATED HERMES, INC.	0.43%	181.44K	14.58M	-178	-0.10%
Mar 31, 2025	CITADEL ADVISORS LLC	0.43%	178.19K	14.32M	-37.34K	-17.33%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	132.67K	10.66M	28.49K	+27.35%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.28%	118.25K	9.5M	-53.42K	-31.12%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.28%	117.86K	9.47M	2.65K	+2.30%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.21%	88.25K	7.09M	45.75K	+107.62%
Mar 31, 2025	WHITTIER TRUST CO	0.21%	86.41K	6.94M	1.66K	+1.96%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.2%	85.39K	6.86M	-13.68K	-13.81%
Mar 31, 2025	SWISS NATIONAL BANK	0.17%	73K	5.87M	-1K	-1.35%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.17%	70.97K	5.7M	41.24K	+138.73%
Mar 31, 2025	DENALI ADVISORS LLC	0.16%	67.96K	5.46M	61.05K	+883.35%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.15%	64.18K	5.16M	19.8K	+44.61%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	116.88K	10.1M	1.35K	+1.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.12%	50.82K	4.39M	-39.27K	-43.59%
Mar 31, 2024	ROYAL BANK OF CANADA	0.23%	93.95K	8.12M	-7.68K	-7.56%
Mar 31, 2024	JPMORGAN CHASE & CO	0.25%	102.46K	8.85M	7.55K	+7.96%
Mar 31, 2024	RHUMBLINE ADVISERS	0.26%	110.28K	9.53M	-3.96K	-3.46%
Mar 31, 2024	PHOCAS FINANCIAL CORP.	0.27%	110.59K	9.56M	-2.9K	-2.55%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.12%	50.82K	4.39M	24.61K	+93.92%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.33%	136.78K	11.82M	-6.08K	-4.26%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.33%	136.77K	11.82M	-24.17K	-15.02%
Mar 31, 2024	FEDERATED HERMES, INC.	0.33%	138.08K	11.93M	-5.15K	-3.60%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.36%	151.83K	13.23M	-5.56K	-3.53%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.49%	205.59K	17.76M	149.6K	+267.17%
Mar 31, 2024	INVESCO LTD.	0.51%	211.4K	18.27M	11.43K	+5.71%
Mar 31, 2024	CITADEL ADVISORS LLC	0.52%	216.95K	18.74M	102.09K	+88.88%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.56%	231.54K	20M	-163.11K	-41.33%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.56%	235.1K	20.31M	4.36K	+1.89%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.66%	274.34K	23.7M	-6.05K	-2.16%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.03%	430.14K	37.16M	-18.75K	-4.18%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.17%	485.7K	41.96M	-12.99K	-2.61%
Mar 31, 2024	MORGAN STANLEY	1.18%	493.74K	42.66M	24.73K	+5.27%
Mar 31, 2024	GABELLI FUNDS LLC	1.28%	532.2K	45.98M	-31.7K	-5.62%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.32%	966.29K	83.5M	50.5K	+5.51%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.48%	1.03M	89.13M	4.98K	+0.49%
Mar 31, 2024	STATE STREET CORP	3.79%	1.58M	136.41M	37.71K	+2.45%
Mar 31, 2024	VANGUARD GROUP INC	12.57%	5.24M	452.61M	197.62K	+3.92%
Mar 31, 2024	UBS GROUP AG	0.14%	60.15K	5.2M	-3.76K	-5.88%
Mar 31, 2024	BLACKROCK INC.	15.64%	6.52M	563.05M	-58.04K	-0.88%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.07%	30.06K	2.6M	-4.91K	-14.03%
Mar 31, 2024	ONEASCENT FINANCIAL SERVICES LLC	0.07%	30.25K	2.61M	-6.56K	-17.81%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.07%	30.68K	2.65M	-16.23K	-34.61%
Mar 31, 2024	US BANCORP \DE\	0.08%	31.75K	2.74M	-113	-0.35%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.08%	31.86K	2.75M	-1.62K	-4.85%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.08%	32.17K	2.78M	25.41K	+375.86%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	36.12K	3.12M	2.57K	+7.66%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	36.19K	3.13M	-983	-2.64%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	36.51K	3.15M	472	+1.31%
Mar 31, 2024	BENJAMIN EDWARDS INC	0.09%	36.67K	3.17M	15.89K	+76.49%
Mar 31, 2024	CITIGROUP INC	0.09%	36.85K	3.18M	-9.23K	-20.03%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0.09%	39.35K	3.4M	1.94K	+5.17%
Mar 31, 2024	NORTHERN TRUST CORP	1.4%	582.16K	50.3M	-49.06K	-7.77%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	1.72%	717.86K	62.02M	2.28K	+0.32%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.1%	41.2K	2.98M	21.91K	+113.57%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.1%	42.06K	3.63M	2.38K	+6.01%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.1%	42.51K	3.67M	42.51K	+100.00%
Mar 31, 2024	FMR LLC	0.1%	42.81K	3.7M	36.19K	+546.81%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.11%	44.91K	3.88M	4.74K	+11.79%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.11%	46.75K	4.04M	-1.13K	-2.36%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	47.81K	4.13M	-4.37K	-8.37%
Mar 31, 2024	FIRST MANHATTAN CO. LLC.	0.12%	48.39K	4.18M	-4.85K	-9.11%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	48.55K	4.19M	113	+0.23%
Mar 31, 2024	LPL FINANCIAL LLC	0.12%	49K	4.23M	-2.56K	-4.97%
Mar 31, 2024	HRT FINANCIAL LP	0.12%	49.49K	4.28M	33.26K	+204.99%
Mar 31, 2024	JANE STREET GROUP, LLC	0.16%	64.62K	5.58M	13.01K	+25.22%
Mar 31, 2024	WEISS ASSET MANAGEMENT LP	0.18%	74.04K	6.4M	74.04K	+100.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.18%	74K	6.39M	0	0
Mar 31, 2024	WHITTIER TRUST CO	0.18%	74.3K	6.42M	2.87K	+4.02%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.18%	75.23K	6.5M	-3.49K	-4.44%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.2%	83.23K	7.19M	-79.11K	-48.73%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.2%	83.59K	7.22M	-742.72K	-89.88%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	85.5K	7.39M	-1.06K	-1.22%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.21%	89K	7.69M	-94.82K	-51.58%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.22%	91.15K	7.88M	-14.55K	-13.76%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.34%	142.86K	12.14M	-2.36K	-1.63%
Dec 31, 2023	FEDERATED HERMES, INC.	0.34%	143.23K	12.17M	64.88K	+82.80%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.08%	448.89K	38.14M	-79.27K	-15.01%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.38%	157.39K	13.37M	-4.84K	-2.98%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.39%	160.94K	13.67M	40.06K	+33.15%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.39%	162.34K	13.79M	-5.68K	-3.38%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.44%	183.82K	15.62M	-12.2K	-6.22%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.45%	187.96K	2.21M	185.7K	+8,231.47%
Dec 31, 2023	INVESCO LTD.	0.48%	199.98K	16.99M	17.99K	+9.88%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.55%	230.74K	19.61M	-3.38K	-1.44%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.67%	280.39K	23.82M	-4.8K	-1.68%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.95%	394.64K	33.53M	-10.45K	-2.58%
Dec 31, 2023	SWISS NATIONAL BANK	0.18%	74K	6.29M	-8.6K	-10.41%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.19%	78.73K	6.69M	7.47K	+10.48%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	86.56K	7.35M	35K	+67.89%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.22%	90.09K	7.65M	7.18K	+8.66%
Dec 31, 2023	JPMORGAN CHASE & CO	0.23%	94.91K	8.06M	9.51K	+11.13%
Dec 31, 2023	ROYAL BANK OF CANADA	0.24%	101.64K	8.64M	-60.89K	-37.46%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.25%	105.7K	8.98M	2.93K	+2.85%
Dec 31, 2023	PHOCAS FINANCIAL CORP.	0.27%	113.49K	9.64M	2.19K	+1.97%
Dec 31, 2023	RHUMBLINE ADVISERS	0.27%	114.24K	9.71M	-1.76K	-1.52%
Dec 31, 2023	CITADEL ADVISORS LLC	0.28%	114.86K	9.76M	27.59K	+31.62%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.28%	115.54K	9.82M	171	+0.15%
Dec 31, 2023	MORGAN STANLEY	1.13%	469.01K	39.85M	126.66K	+37.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.2%	498.69K	42.37M	-10.16K	-2.00%
Dec 31, 2023	GABELLI FUNDS LLC	1.35%	563.9K	47.91M	-41.8K	-6.90%
Dec 31, 2023	NORTHERN TRUST CORP	1.51%	631.22K	53.63M	5.72K	+0.91%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.72%	715.58K	60.8M	170.09K	+31.18%
Dec 31, 2023	FIRST TRUST ADVISORS LP	1.98%	826.31K	70.21M	-96.03K	-10.41%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.2%	915.79K	77.82M	41.3K	+4.72%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.46%	1.03M	87.23M	3.22K	+0.31%
Dec 31, 2023	STATE STREET CORP	3.7%	1.54M	130.95M	26.33K	+1.74%
Dec 31, 2023	VANGUARD GROUP INC	12.1%	5.04M	428.32M	-170.35K	-3.27%
Dec 31, 2023	BLACKROCK INC.	15.78%	6.57M	558.66M	145.55K	+2.26%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	40.24K	3.42M	-2.07K	-4.90%
Dec 31, 2023	CITIGROUP INC	0.11%	46.08K	3.92M	29.28K	+174.28%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.11%	46.91K	3.99M	3.37K	+7.74%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.11%	47.79K	4.06M	26.96K	+129.44%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.11%	47.88K	4.07M	-891	-1.83%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	48.43K	4.12M	163	+0.34%
Dec 31, 2023	LPL FINANCIAL LLC	0.12%	51.56K	4.38M	3.11K	+6.43%
Dec 31, 2023	JANE STREET GROUP, LLC	0.12%	51.6K	4.38M	35.82K	+226.98%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.13%	52.18K	4.43M	-4.02K	-7.15%
Dec 31, 2023	FIRST MANHATTAN CO. LLC.	0.13%	53.24K	4.52M	-1K	-1.84%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.13%	55.99K	4.76M	40.65K	+264.90%
Dec 31, 2023	MARSHALL WACE, LLP	0.14%	58K	4.93M	53.85K	+1,299.49%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.14%	58.6K	4.98M	58.6K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.15%	63.91K	5.43M	23.04K	+56.39%
Dec 31, 2023	BARCLAYS PLC	0.15%	64.18K	5.45M	44.57K	+227.33%
Dec 31, 2023	WHITTIER TRUST CO	0.17%	71.43K	6.07M	2.08K	+3.00%

Insiders

Among the OTTR insiders holding of 1.9% of the stake in company, MACFARLANE JOHN C, director, holds the largest shares of 64.27K. MOUG KEVIN G, CFO & Sr VP, is the second largest OTTR insider with ownership of 56.52K shares. LIEBE ARVID R, director, stands third with possession of 20.85K shares of that stake.

Insiders	Designation	Shares Held
MACFARLANE JOHN C	director	64.27K
MOUG KEVIN G	CFO & Sr VP	56.52K
LIEBE ARVID R	director	20.85K
KNUTSON PAUL L	VP, Human Resources	20.36K
SMESTAD JENNIFER O.	VP, General Council & Corp Sec	12.3K
KOECK GEORGE A	Sr. VP, Gen Coun & Corp Sec	12.07K
ABBOTT JOHN S	Pres Varistar, Sr VP, M/I Plat	5K
ERICKSON JOHN D	director	0
O'KEEFE TIMOTHY J	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 13, 2024	SMESTAD JENNIFER O.	SALE	88.74	4K	354.96K	12.3K
May 24, 2024	KNUTSON PAUL L	SALE	90.66	4K	362.64K	20.36K
Nov 20, 2023	ERICKSON JOHN D	SALE	77.36	2.5K	193.4K	0
Nov 21, 2022	ERICKSON JOHN D	SALE	56.31	2K	112.62K	0
Dec 07, 2021	O'KEEFE TIMOTHY J	SALE	67.20	1.53K	102.48K	0
Nov 17, 2021	ERICKSON JOHN D	SALE	66.52	9.5K	631.95K	0
Mar 12, 2020	ABBOTT JOHN S	PURCHASE	41.21	5K	206.05K	5K
Nov 20, 2019	ERICKSON JOHN D	SALE	48.81	2.1K	102.5K	0
Feb 22, 2019	KNUTSON PAUL L	SALE	49.77	3K	149.32K	4.43K
Nov 20, 2018	ERICKSON JOHN D	SALE	47.35	2.3K	108.91K	0
Nov 12, 2018	KNUTSON PAUL L	SALE	47.79	3K	143.37K	3.48K
May 15, 2018	MOUG KEVIN G	SALE	43.48	1.5K	65.22K	56.52K
Feb 15, 2018	MOUG KEVIN G	SALE	40.55	1.5K	60.83K	58.02K
Nov 20, 2017	ERICKSON JOHN D	SALE	45.55	2.4K	109.32K	0
Nov 15, 2017	MOUG KEVIN G	SALE	46.50	1.5K	69.75K	49.53K
Nov 15, 2017	KOECK GEORGE A	SALE	46.50	3K	139.5K	12.07K
Aug 16, 2017	MOUG KEVIN G	SALE	41.75	1.5K	62.63K	51.03K
May 15, 2017	MOUG KEVIN G	SALE	37.25	800	29.8K	52.53K
Mar 13, 2017	KOECK GEORGE A	SALE	36.30	4K	145.2K	14.68K
Feb 15, 2017	MOUG KEVIN G	SALE	37.80	800	30.24K	53.33K
Jan 09, 2017	KNUTSON PAUL L	SALE	39.80	500	19.9K	743
Nov 21, 2016	ERICKSON JOHN D	SALE	37.33	2.9K	108.26K	0
Nov 10, 2016	MOUG KEVIN G	SALE	35.20	800	28.16K	44.73K
Aug 16, 2016	MOUG KEVIN G	SALE	34.07	800	27.26K	45.53K
Aug 11, 2016	KNUTSON PAUL L	SALE	34.50	1.7K	58.65K	1.24K
Aug 17, 2015	KOECK GEORGE A	SALE	27.77	100	2.78K	10.03K
Dec 10, 2014	KOECK GEORGE A	SALE	29.67	1.5K	44.5K	8.13K
Nov 18, 2014	ERICKSON JOHN D	SALE	29.30	4K	117.2K	0
Aug 22, 2014	KOECK GEORGE A	SALE	28.34	2K	56.68K	9.51K
Feb 21, 2014	KOECK GEORGE A	SALE	30.70	109	3.35K	9.47K
Feb 20, 2014	MOUG KEVIN G	SALE	30.44	100	3.04K	37.25K
Nov 26, 2013	ERICKSON JOHN D	SALE	29.42	4.1K	120.67K	0
Nov 14, 2013	KOECK GEORGE A	SALE	29.51	123	3.63K	9.38K
Jun 12, 2013	LIEBE ARVID R	SALE	28.01	2K	56.03K	20.85K
May 20, 2013	MOUG KEVIN G	SALE	29.67	800	23.74K	37.25K
Dec 07, 2012	KOECK GEORGE A	SALE	24.60	200	4.92K	10.65K
Nov 26, 2012	ERICKSON JOHN D	SALE	23.75	5.96K	141.57K	0
Jun 07, 2012	KOECK GEORGE A	SALE	22.28	1.1K	24.47K	11.33K
May 16, 2012	MOUG KEVIN G	SALE	21.61	200	4.32K	38.5K
May 14, 2012	LIEBE ARVID R	SALE	21.49	300	6.45K	17.84K
Mar 26, 2012	MACFARLANE JOHN C	SALE	22.00	3.88K	85.25K	64.27K
Feb 15, 2012	LIEBE ARVID R	PURCHASE	21.69	475	10.3K	475
Aug 22, 2011	KOECK GEORGE A	SALE	20.00	2K	40K	10.55K
May 16, 2011	MOUG KEVIN G	SALE	22.12	254	5.62K	40.83K

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares11.01

Short Percent Of Float15.63

Shares Outstanding41.91M

Shares Float40.94M

Shares Short4.61M

Short Ratio24.06

15.63%

Short % of Float

11.01%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.9% Percentage of Shares held by All Insiders

74.14% Percentage of Shares held by All Institutions

75.58% Percentage of Float held by Institutions

433

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SWISS NATIONAL BANK	0.17%	73.1K	5.99M	1.1K	+1.53%
Sep 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.2%	85.7K	7.02M	12K	+16.28%
Sep 30, 2025	INVESCO LTD.	0.57%	236.65K	19.4M	-17.56K	-6.91%
Sep 30, 2025	D. E. SHAW & CO., INC.	0.62%	260.01K	21.31M	95.29K	+57.85%
Sep 30, 2025	GAMCO INVESTORS, INC. ET AL	0.65%	272.35K	22.32M	-1.04K	-0.38%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	322.75K	26.46M	140.95K	+77.53%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.89%	371.29K	30.43M	-13.18K	-3.43%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.9%	377.23K	30.92M	-31.93K	-7.80%
Sep 30, 2025	NORTHERN TRUST CORP	1.06%	442.86K	36.3M	34.89K	+8.55%
Sep 30, 2025	MORGAN STANLEY	1.27%	531.69K	43.58M	100.79K	+23.39%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.29%	541.46K	44.38M	7.13K	+1.33%
Sep 30, 2025	GABELLI FUNDS LLC	1.12%	469.1K	38.45M	-500	-0.11%
Sep 30, 2025	FEDERATED HERMES, INC.	0.39%	161.2K	13.21M	-10.33K	-6.02%
Sep 30, 2025	NUVEEN, LLC	0.37%	153.63K	12.59M	-952	-0.62%
Sep 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1.33%	555.86K	45.56M	-8.11K	-1.44%
Sep 30, 2025	JPMORGAN CHASE & CO	1.45%	605.5K	49.63M	264.01K	+77.31%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.42%	1.02M	83.22M	4.49K	+0.44%
Sep 30, 2025	FIRST TRUST ADVISORS LP	3.5%	1.46M	120.05M	221.04K	+17.77%
Sep 30, 2025	STATE STREET CORP	3.74%	1.57M	128.31M	-6.57K	-0.42%
Sep 30, 2025	VANGUARD GROUP INC	12.17%	5.1M	417.73M	-46.73K	-0.91%
Sep 30, 2025	BLACKROCK, INC.	15.19%	6.36M	521.45M	-67.09K	-1.04%
Sep 30, 2025	LPL FINANCIAL LLC	0.16%	66.15K	5.42M	2.81K	+4.43%
Sep 30, 2025	CBOE VEST FINANCIAL, LLC	0.16%	65.4K	5.36M	24.19K	+58.68%
Sep 30, 2025	BARCLAYS PLC	0.15%	63.24K	5.18M	-15.93K	-20.12%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.15%	62.97K	5.16M	2.58K	+4.27%
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.4%	166.52K	13.65M	26.6K	+19.01%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.3%	126.9K	10.4M	2.2K	+1.76%
Sep 30, 2025	EDGESTREAM PARTNERS, L.P.	0.07%	28.87K	2.37M	-1.56K	-5.11%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.08%	31.6K	2.59M	20.55K	+186.11%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.08%	31.94K	2.62M	180	+0.57%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.08%	32.05K	2.63M	1.2K	+3.89%
Sep 30, 2025	MARTINGALE ASSET MANAGEMENT L P	0.08%	32.48K	2.66B	-578	-1.75%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.08%	32.52K	2.67M	-5.44K	-14.32%
Sep 30, 2025	US BANCORP \DE\	0.08%	32.6K	2.67M	205	+0.63%
Sep 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.08%	32.81K	2.69B	-2.8K	-7.87%
Sep 30, 2025	DEUTSCHE BANK AG\	0.08%	33.77K	2.77M	3.52K	+11.62%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.09%	38.35K	3.14M	38.35K	+100.00%
Sep 30, 2025	PALISADES INVESTMENT PARTNERS, LLC	0.1%	40.19K	3.29M	0	0
Sep 30, 2025	CITIGROUP INC	0.1%	40.6K	3.33M	-9.43K	-18.85%
Sep 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0.11%	47.47K	3.79M	199	+0.42%
Sep 30, 2025	TUDOR INVESTMENT CORP ET AL	0.34%	141.28K	11.58M	-13.31K	-8.61%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.15%	60.9K	4.99M	6.42K	+11.79%
Sep 30, 2025	UBS GROUP AG	0.35%	148.15K	12.14M	65.49K	+79.22%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.19%	81.45K	6.68M	-3.55K	-4.17%
Sep 30, 2025	PHOCAS FINANCIAL CORP.	0.23%	97.91K	8.03M	1.99K	+2.08%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.26%	107.91K	8.85M	68.8K	+175.91%
Sep 30, 2025	PRUDENTIAL FINANCIAL INC	0.24%	100.13K	8.21M	23.5K	+30.67%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.05%	859.02K	70.41M	-25.49K	-2.88%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.26%	110.35K	9.05M	-1.69K	-1.51%
Sep 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.27%	114.87K	9.42M	6.96K	+6.45%
Sep 30, 2025	CITADEL ADVISORS LLC	0.28%	118.79K	9.74M	-117.28K	-49.68%
Sep 30, 2025	BANK & TRUST CO	0.29%	122.06K	10.01M	-781	-0.64%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.31%	130.28K	10.68M	-346.3K	-72.66%
Sep 30, 2025	DENALI ADVISORS LLC	0.21%	86.13K	7.06M	6.95K	+8.78%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.21%	87.9K	7.2M	18.31K	+26.31%
Sep 30, 2025	WHITTIER TRUST CO	0.21%	89.94K	7.17M	1.53K	+1.73%
Sep 30, 2025	ROYAL BANK OF CANADA	0.31%	130.45K	10.69M	501	+0.39%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.33%	137.62K	11.28M	113.28K	+465.24%
Sep 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.43%	182.09K	14.93M	39.23K	+27.46%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.48%	202.13K	16.57M	-5.43K	-2.61%
Sep 30, 2025	MARSHALL WACE, LLP	0.36%	152.57K	12.51M	93.55K	+158.51%
Sep 30, 2025	RHUMBLINE ADVISERS	0.25%	102.85K	8.43M	-6.38K	-5.84%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.25%	103.28K	8.47M	-16.11K	-13.49%
Sep 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.39%	165K	13.53M	-20K	-10.81%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.4%	169.07K	13.86M	109.37K	+183.20%
Sep 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.16%	67.79K	5.56M	1.66K	+2.51%
Sep 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.2%	83.34K	6.83M	-27.32K	-24.69%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.17%	69.38K	5.69M	1.8K	+2.66%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.5%	207.56K	16M	-24.01K	-10.37%
Jun 30, 2025	NUVEEN, LLC	0.37%	154.58K	11.92M	-9.86K	-6.00%
Jun 30, 2025	D. E. SHAW & CO., INC.	0.39%	164.73K	12.7B	63.85K	+63.30%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	181.8K	14.01B	-49.23K	-21.31%
Jun 30, 2025	CITADEL ADVISORS LLC	0.56%	236.06K	18.2B	57.87K	+32.48%
Jun 30, 2025	MORGAN STANLEY	1.03%	430.9K	33.22B	31.4K	+7.86%
Jun 30, 2025	BLACKROCK, INC.	15.35%	6.43M	495.58M	-253.14K	-3.79%
Jun 30, 2025	PROSHARE ADVISORS LLC	0.2%	84.99K	6.55M	-11.96K	-12.33%
Jun 30, 2025	WHITTIER TRUST CO	0.21%	88.41K	6.82M	2K	+2.32%
Jun 30, 2025	JANE STREET GROUP, LLC	0.22%	92.01K	7.09M	37.9K	+70.04%
Jun 30, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.26%	110.67K	8.53M	-7.58K	-6.41%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.27%	112.04K	8.64M	5.71K	+5.37%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.29%	119.39K	9.2M	-6.49K	-5.16%
Jun 30, 2025	BANK & TRUST CO	0.29%	122.84K	9.47M	-628	-0.51%
Jun 30, 2025	BUCK WEALTH STRATEGIES, LLC	0.16%	66.13K	5.1M	6.74K	+11.35%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.16%	67.58K	5.21M	3.4K	+5.30%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.33%	139.92K	10.79M	-36.17K	-20.54%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.17%	69.59K	5.36M	44.97K	+182.66%
Jun 30, 2025	SWISS NATIONAL BANK	0.17%	72K	5.55M	-1K	-1.37%
Jun 30, 2025	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.18%	73.7K	5.68M	46.22K	+168.19%
Jun 30, 2025	PRUDENTIAL FINANCIAL INC	0.18%	76.63K	6.15M	-11.63K	-13.17%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.3%	124.7K	9.61M	6.84K	+5.80%
Jun 30, 2025	ROYAL BANK OF CANADA	0.31%	129.95K	10.02M	13.47K	+11.57%
Jun 30, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.34%	142.86K	11.01M	10.19K	+7.68%
Jun 30, 2025	TUDOR INVESTMENT CORP ET AL	0.37%	154.59K	11.92M	54.77K	+54.87%
Jun 30, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.44%	185K	14.26M	-35K	-15.91%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.92%	384.47K	29.64M	-7.9K	-2.01%
Jun 30, 2025	NORTHERN TRUST CORP	0.97%	407.97K	31.45M	-87.08K	-17.59%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.98%	409.16K	31.54M	98.24K	+31.60%
Jun 30, 2025	GABELLI FUNDS LLC	1.12%	469.6K	36.2M	-1.1K	-0.23%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.14%	59.7K	4.6M	59.7K	+100.00%
Jun 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.14%	60.39K	4.66M	-10.58K	-14.91%
Jun 30, 2025	LPL FINANCIAL LLC	0.15%	63.34K	4.88M	2.77K	+4.57%
Jun 30, 2025	PHOCAS FINANCIAL CORP.	0.23%	95.92K	7.39M	14	+0.01%
Jun 30, 2025		0.37%	154.58K	11.92M	-9.86K	-6.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	1.14%	476.58K	36.74M	166.38K	+53.63%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.41%	1.01M	77.92M	-14.85K	-1.45%
Jun 30, 2025	FIRST TRUST ADVISORS LP	2.97%	1.24M	95.87M	-10.71K	-0.85%
Jun 30, 2025	STATE STREET CORP	3.75%	1.57M	121.18M	-31.47K	-1.96%
Jun 30, 2025	VANGUARD GROUP INC	12.28%	5.14M	396.46M	-30.42K	-0.59%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.19%	78.78K	6.07M	33.14K	+72.60%
Jun 30, 2025	BARCLAYS PLC	0.19%	79.17K	6.1M	22.29K	+39.19%
Jun 30, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.26%	107.91K	8.32M	9.41K	+9.55%
Jun 30, 2025	RHUMBLINE ADVISERS	0.26%	109.23K	8.42M	1.07K	+0.98%
Jun 30, 2025	FEDERATED HERMES, INC.	0.41%	171.53K	13.22M	-9.91K	-5.46%
Jun 30, 2025	INVESCO LTD.	0.61%	254.21K	19.6M	-65.7K	-20.54%
Jun 30, 2025	GAMCO INVESTORS, INC. ET AL	0.65%	273.39K	21.08M	200	+0.07%
Jun 30, 2025	JPMORGAN CHASE & CO	0.82%	341.5K	26.33M	57.75K	+20.35%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.28%	534.33K	41.19M	-17.01K	-3.09%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1.35%	563.97K	43.48M	157.65K	+38.80%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	2.11%	884.51K	68.19M	-27.56K	-3.02%
Jun 30, 2025	TEXAS PERMANENT SCHOOL FUND CORP	0.17%	70.9K	5.47M	30.28K	+74.56%
Jun 30, 2025	UBS GROUP AG	0.2%	82.66K	6.37M	-17.63K	-17.58%
Jun 30, 2025	DENALI ADVISORS LLC	0.19%	79.18K	6.1M	11.22K	+16.50%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.19%	78.15K	6.02M	-21.34K	-21.45%
Jun 30, 2025	INTECH INVESTMENT MANAGEMENT LLC	0.18%	77.42K	5.97M	58.51K	+309.50%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.3%	125.88K	10.12M	-11.22K	-8.18%
Mar 31, 2025	BLACKROCK, INC.	15.98%	6.68M	537.01M	-298.5K	-4.28%
Mar 31, 2025	STATE STREET CORP	3.83%	1.6M	128.87M	-57.35K	-3.45%
Mar 31, 2025	PROSHARE ADVISORS LLC	0.23%	96.95K	7.79M	-14.52K	-13.03%
Mar 31, 2025	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.24%	98.5K	7.92M	21.64K	+28.15%
Mar 31, 2025	PHOCAS FINANCIAL CORP.	0.23%	95.91K	7.71M	-5.54K	-5.46%
Mar 31, 2025	CITIGROUP INC	0.14%	59.67K	4.8M	1.89K	+3.26%
Mar 31, 2025	BUCK WEALTH STRATEGIES, LLC	0.14%	59.39K	4.77M	5.46K	+10.13%
Mar 31, 2025	FIRST TRUST ADVISORS LP	3%	1.25M	100.81M	572.06K	+83.85%
Mar 31, 2025	RHUMBLINE ADVISERS	0.26%	108.16K	8.69M	-554	-0.51%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.25%	106.33K	8.55M	-4.2K	-3.80%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.45%	1.03M	82.44M	33.71K	+3.40%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	2.18%	912.07K	73.3M	-56.77K	-5.86%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.32%	551.34K	44.31M	14.79K	+2.76%
Mar 31, 2025	NORTHERN TRUST CORP	1.18%	495.05K	39.79M	-50.57K	-9.27%
Mar 31, 2025	GABELLI FUNDS LLC	1.13%	470.7K	37.83M	-1.8K	-0.38%
Mar 31, 2025	JPMORGAN CHASE & CO	0.68%	283.74K	22.8M	94.4K	+49.86%
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	116.48K	9.36M	2.81K	+2.47%
Mar 31, 2025	D. E. SHAW & CO., INC.	0.24%	100.88K	8.11M	18.56K	+22.55%
Mar 31, 2025	UBS GROUP AG	0.24%	100.29K	8.06M	-162.03K	-61.77%
Mar 31, 2025	TUDOR INVESTMENT CORP ET AL	0.24%	99.82K	8.02M	-7.15K	-6.69%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.24%	99.49K	8M	51.54K	+107.48%
Mar 31, 2025	LPL FINANCIAL LLC	0.14%	60.58K	4.87M	710	+1.19%
Mar 31, 2025		0.39%	164.45K	13.22M	164.45K	+100.00%
Mar 31, 2025	FULLER & THALER ASSET MANAGEMENT, INC.	0.35%	144.49K	11.61M	-10.07K	-6.52%
Mar 31, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.97%	406.32K	32.66M	183.32K	+82.20%
Mar 31, 2025	MORGAN STANLEY	0.96%	399.5K	32.11M	-112.2K	-21.93%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.94%	392.37K	31.53M	-12.78K	-3.15%
Mar 31, 2025	GAMCO INVESTORS, INC. ET AL	0.65%	273.19K	21.96M	-500	-0.18%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.42%	176.09K	14.15M	-29.03K	-14.15%
Mar 31, 2025	BANK & TRUST CO	0.3%	123.47K	9.92M	-1.91K	-1.52%
Mar 31, 2025	VANGUARD GROUP INC	12.37%	5.17M	415.77M	-101.84K	-1.93%
Mar 31, 2025	INVESCO LTD.	0.76%	319.91K	25.71M	28.56K	+9.80%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.74%	310.91K	24.99M	84.79K	+37.50%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.74%	310.21K	24.93M	-101.07K	-24.58%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.55%	231.56K	18.61M	5.57K	+2.47%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.55%	231.03K	18.57M	-23.85K	-9.36%
Mar 31, 2025	ADAGE CAPITAL PARTNERS GP, L.L.C.	0.53%	220K	17.68M	220K	+100.00%
Mar 31, 2025	FEDERATED HERMES, INC.	0.43%	181.44K	14.58M	-178	-0.10%
Mar 31, 2025	CITADEL ADVISORS LLC	0.43%	178.19K	14.32M	-37.34K	-17.33%
Mar 31, 2025	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.32%	132.67K	10.66M	28.49K	+27.35%
Mar 31, 2025	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.28%	118.25K	9.5M	-53.42K	-31.12%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.28%	117.86K	9.47M	2.65K	+2.30%
Mar 31, 2025	PRUDENTIAL FINANCIAL INC	0.21%	88.25K	7.09M	45.75K	+107.62%
Mar 31, 2025	WHITTIER TRUST CO	0.21%	86.41K	6.94M	1.66K	+1.96%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.2%	85.39K	6.86M	-13.68K	-13.81%
Mar 31, 2025	SWISS NATIONAL BANK	0.17%	73K	5.87M	-1K	-1.35%
Mar 31, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.17%	70.97K	5.7M	41.24K	+138.73%
Mar 31, 2025	DENALI ADVISORS LLC	0.16%	67.96K	5.46M	61.05K	+883.35%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.15%	64.18K	5.16M	19.8K	+44.61%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.28%	116.88K	10.1M	1.35K	+1.16%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.12%	50.82K	4.39M	-39.27K	-43.59%
Mar 31, 2024	ROYAL BANK OF CANADA	0.23%	93.95K	8.12M	-7.68K	-7.56%
Mar 31, 2024	JPMORGAN CHASE & CO	0.25%	102.46K	8.85M	7.55K	+7.96%
Mar 31, 2024	RHUMBLINE ADVISERS	0.26%	110.28K	9.53M	-3.96K	-3.46%
Mar 31, 2024	PHOCAS FINANCIAL CORP.	0.27%	110.59K	9.56M	-2.9K	-2.55%
Mar 31, 2024	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.12%	50.82K	4.39M	24.61K	+93.92%
Mar 31, 2024	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.33%	136.78K	11.82M	-6.08K	-4.26%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.33%	136.77K	11.82M	-24.17K	-15.02%
Mar 31, 2024	FEDERATED HERMES, INC.	0.33%	138.08K	11.93M	-5.15K	-3.60%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.36%	151.83K	13.23M	-5.56K	-3.53%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.49%	205.59K	17.76M	149.6K	+267.17%
Mar 31, 2024	INVESCO LTD.	0.51%	211.4K	18.27M	11.43K	+5.71%
Mar 31, 2024	CITADEL ADVISORS LLC	0.52%	216.95K	18.74M	102.09K	+88.88%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.56%	231.54K	20M	-163.11K	-41.33%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.56%	235.1K	20.31M	4.36K	+1.89%
Mar 31, 2024	GAMCO INVESTORS, INC. ET AL	0.66%	274.34K	23.7M	-6.05K	-2.16%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.03%	430.14K	37.16M	-18.75K	-4.18%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.17%	485.7K	41.96M	-12.99K	-2.61%
Mar 31, 2024	MORGAN STANLEY	1.18%	493.74K	42.66M	24.73K	+5.27%
Mar 31, 2024	GABELLI FUNDS LLC	1.28%	532.2K	45.98M	-31.7K	-5.62%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.32%	966.29K	83.5M	50.5K	+5.51%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	2.48%	1.03M	89.13M	4.98K	+0.49%
Mar 31, 2024	STATE STREET CORP	3.79%	1.58M	136.41M	37.71K	+2.45%
Mar 31, 2024	VANGUARD GROUP INC	12.57%	5.24M	452.61M	197.62K	+3.92%
Mar 31, 2024	UBS GROUP AG	0.14%	60.15K	5.2M	-3.76K	-5.88%
Mar 31, 2024	BLACKROCK INC.	15.64%	6.52M	563.05M	-58.04K	-0.88%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.07%	30.06K	2.6M	-4.91K	-14.03%
Mar 31, 2024	ONEASCENT FINANCIAL SERVICES LLC	0.07%	30.25K	2.61M	-6.56K	-17.81%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.07%	30.68K	2.65M	-16.23K	-34.61%
Mar 31, 2024	US BANCORP \DE\	0.08%	31.75K	2.74M	-113	-0.35%
Mar 31, 2024	STATE OF NEW JERSEY COMMON PENSION FUND D	0.08%	31.86K	2.75M	-1.62K	-4.85%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.08%	32.17K	2.78M	25.41K	+375.86%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.09%	36.12K	3.12M	2.57K	+7.66%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.09%	36.19K	3.13M	-983	-2.64%
Mar 31, 2024	TEXAS PERMANENT SCHOOL FUND CORP	0.09%	36.51K	3.15M	472	+1.31%
Mar 31, 2024	BENJAMIN EDWARDS INC	0.09%	36.67K	3.17M	15.89K	+76.49%
Mar 31, 2024	CITIGROUP INC	0.09%	36.85K	3.18M	-9.23K	-20.03%
Mar 31, 2024	WHITTIER TRUST CO OF NEVADA INC	0.09%	39.35K	3.4M	1.94K	+5.17%
Mar 31, 2024	NORTHERN TRUST CORP	1.4%	582.16K	50.3M	-49.06K	-7.77%
Mar 31, 2024	FULLER & THALER ASSET MANAGEMENT, INC.	1.72%	717.86K	62.02M	2.28K	+0.32%
Mar 31, 2024	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	0.1%	41.2K	2.98M	21.91K	+113.57%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.1%	42.06K	3.63M	2.38K	+6.01%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.1%	42.51K	3.67M	42.51K	+100.00%
Mar 31, 2024	FMR LLC	0.1%	42.81K	3.7M	36.19K	+546.81%
Mar 31, 2024	APTUS CAPITAL ADVISORS, LLC	0.11%	44.91K	3.88M	4.74K	+11.79%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.11%	46.75K	4.04M	-1.13K	-2.36%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.11%	47.81K	4.13M	-4.37K	-8.37%
Mar 31, 2024	FIRST MANHATTAN CO. LLC.	0.12%	48.39K	4.18M	-4.85K	-9.11%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	48.55K	4.19M	113	+0.23%
Mar 31, 2024	LPL FINANCIAL LLC	0.12%	49K	4.23M	-2.56K	-4.97%
Mar 31, 2024	HRT FINANCIAL LP	0.12%	49.49K	4.28M	33.26K	+204.99%
Mar 31, 2024	JANE STREET GROUP, LLC	0.16%	64.62K	5.58M	13.01K	+25.22%
Mar 31, 2024	WEISS ASSET MANAGEMENT LP	0.18%	74.04K	6.4M	74.04K	+100.00%
Mar 31, 2024	SWISS NATIONAL BANK	0.18%	74K	6.39M	0	0
Mar 31, 2024	WHITTIER TRUST CO	0.18%	74.3K	6.42M	2.87K	+4.02%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.18%	75.23K	6.5M	-3.49K	-4.44%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.2%	83.23K	7.19M	-79.11K	-48.73%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.2%	83.59K	7.22M	-742.72K	-89.88%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.2%	85.5K	7.39M	-1.06K	-1.22%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.21%	89K	7.69M	-94.82K	-51.58%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.22%	91.15K	7.88M	-14.55K	-13.76%
Dec 31, 2023	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0.34%	142.86K	12.14M	-2.36K	-1.63%
Dec 31, 2023	FEDERATED HERMES, INC.	0.34%	143.23K	12.17M	64.88K	+82.80%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.08%	448.89K	38.14M	-79.27K	-15.01%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.38%	157.39K	13.37M	-4.84K	-2.98%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.39%	160.94K	13.67M	40.06K	+33.15%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.39%	162.34K	13.79M	-5.68K	-3.38%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.44%	183.82K	15.62M	-12.2K	-6.22%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.45%	187.96K	2.21M	185.7K	+8,231.47%
Dec 31, 2023	INVESCO LTD.	0.48%	199.98K	16.99M	17.99K	+9.88%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.55%	230.74K	19.61M	-3.38K	-1.44%
Dec 31, 2023	GAMCO INVESTORS, INC. ET AL	0.67%	280.39K	23.82M	-4.8K	-1.68%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.95%	394.64K	33.53M	-10.45K	-2.58%
Dec 31, 2023	SWISS NATIONAL BANK	0.18%	74K	6.29M	-8.6K	-10.41%
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.19%	78.73K	6.69M	7.47K	+10.48%
Dec 31, 2023	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.21%	86.56K	7.35M	35K	+67.89%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.22%	90.09K	7.65M	7.18K	+8.66%
Dec 31, 2023	JPMORGAN CHASE & CO	0.23%	94.91K	8.06M	9.51K	+11.13%
Dec 31, 2023	ROYAL BANK OF CANADA	0.24%	101.64K	8.64M	-60.89K	-37.46%
Dec 31, 2023	PROSHARE ADVISORS LLC	0.25%	105.7K	8.98M	2.93K	+2.85%
Dec 31, 2023	PHOCAS FINANCIAL CORP.	0.27%	113.49K	9.64M	2.19K	+1.97%
Dec 31, 2023	RHUMBLINE ADVISERS	0.27%	114.24K	9.71M	-1.76K	-1.52%
Dec 31, 2023	CITADEL ADVISORS LLC	0.28%	114.86K	9.76M	27.59K	+31.62%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.28%	115.54K	9.82M	171	+0.15%
Dec 31, 2023	MORGAN STANLEY	1.13%	469.01K	39.85M	126.66K	+37.00%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.2%	498.69K	42.37M	-10.16K	-2.00%
Dec 31, 2023	GABELLI FUNDS LLC	1.35%	563.9K	47.91M	-41.8K	-6.90%
Dec 31, 2023	NORTHERN TRUST CORP	1.51%	631.22K	53.63M	5.72K	+0.91%
Dec 31, 2023	FULLER & THALER ASSET MANAGEMENT, INC.	1.72%	715.58K	60.8M	170.09K	+31.18%
Dec 31, 2023	FIRST TRUST ADVISORS LP	1.98%	826.31K	70.21M	-96.03K	-10.41%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.2%	915.79K	77.82M	41.3K	+4.72%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	2.46%	1.03M	87.23M	3.22K	+0.31%
Dec 31, 2023	STATE STREET CORP	3.7%	1.54M	130.95M	26.33K	+1.74%
Dec 31, 2023	VANGUARD GROUP INC	12.1%	5.04M	428.32M	-170.35K	-3.27%
Dec 31, 2023	BLACKROCK INC.	15.78%	6.57M	558.66M	145.55K	+2.26%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.1%	40.24K	3.42M	-2.07K	-4.90%
Dec 31, 2023	CITIGROUP INC	0.11%	46.08K	3.92M	29.28K	+174.28%
Dec 31, 2023	BNP PARIBAS ARBITRAGE, SNC	0.11%	46.91K	3.99M	3.37K	+7.74%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.11%	47.79K	4.06M	26.96K	+129.44%
Dec 31, 2023	PRUDENTIAL FINANCIAL INC	0.11%	47.88K	4.07M	-891	-1.83%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.12%	48.43K	4.12M	163	+0.34%
Dec 31, 2023	LPL FINANCIAL LLC	0.12%	51.56K	4.38M	3.11K	+6.43%
Dec 31, 2023	JANE STREET GROUP, LLC	0.12%	51.6K	4.38M	35.82K	+226.98%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.13%	52.18K	4.43M	-4.02K	-7.15%
Dec 31, 2023	FIRST MANHATTAN CO. LLC.	0.13%	53.24K	4.52M	-1K	-1.84%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.13%	55.99K	4.76M	40.65K	+264.90%
Dec 31, 2023	MARSHALL WACE, LLP	0.14%	58K	4.93M	53.85K	+1,299.49%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.14%	58.6K	4.98M	58.6K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.15%	63.91K	5.43M	23.04K	+56.39%
Dec 31, 2023	BARCLAYS PLC	0.15%	64.18K	5.45M	44.57K	+227.33%
Dec 31, 2023	WHITTIER TRUST CO	0.17%	71.43K	6.07M	2.08K	+3.00%

Insiders

Insiders	Designation	Shares Held
MACFARLANE JOHN C	director	64.27K
MOUG KEVIN G	CFO & Sr VP	56.52K
LIEBE ARVID R	director	20.85K
KNUTSON PAUL L	VP, Human Resources	20.36K
SMESTAD JENNIFER O.	VP, General Council & Corp Sec	12.3K
KOECK GEORGE A	Sr. VP, Gen Coun & Corp Sec	12.07K
ABBOTT JOHN S	Pres Varistar, Sr VP, M/I Plat	5K
ERICKSON JOHN D	director	0
O'KEEFE TIMOTHY J	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 13, 2024	SMESTAD JENNIFER O.	SALE	88.74	4K	354.96K	12.3K
May 24, 2024	KNUTSON PAUL L	SALE	90.66	4K	362.64K	20.36K
Nov 20, 2023	ERICKSON JOHN D	SALE	77.36	2.5K	193.4K	0
Nov 21, 2022	ERICKSON JOHN D	SALE	56.31	2K	112.62K	0
Dec 07, 2021	O'KEEFE TIMOTHY J	SALE	67.20	1.53K	102.48K	0
Nov 17, 2021	ERICKSON JOHN D	SALE	66.52	9.5K	631.95K	0
Mar 12, 2020	ABBOTT JOHN S	PURCHASE	41.21	5K	206.05K	5K
Nov 20, 2019	ERICKSON JOHN D	SALE	48.81	2.1K	102.5K	0
Feb 22, 2019	KNUTSON PAUL L	SALE	49.77	3K	149.32K	4.43K
Nov 20, 2018	ERICKSON JOHN D	SALE	47.35	2.3K	108.91K	0
Nov 12, 2018	KNUTSON PAUL L	SALE	47.79	3K	143.37K	3.48K
May 15, 2018	MOUG KEVIN G	SALE	43.48	1.5K	65.22K	56.52K
Feb 15, 2018	MOUG KEVIN G	SALE	40.55	1.5K	60.83K	58.02K
Nov 20, 2017	ERICKSON JOHN D	SALE	45.55	2.4K	109.32K	0
Nov 15, 2017	MOUG KEVIN G	SALE	46.50	1.5K	69.75K	49.53K
Nov 15, 2017	KOECK GEORGE A	SALE	46.50	3K	139.5K	12.07K
Aug 16, 2017	MOUG KEVIN G	SALE	41.75	1.5K	62.63K	51.03K
May 15, 2017	MOUG KEVIN G	SALE	37.25	800	29.8K	52.53K
Mar 13, 2017	KOECK GEORGE A	SALE	36.30	4K	145.2K	14.68K
Feb 15, 2017	MOUG KEVIN G	SALE	37.80	800	30.24K	53.33K
Jan 09, 2017	KNUTSON PAUL L	SALE	39.80	500	19.9K	743
Nov 21, 2016	ERICKSON JOHN D	SALE	37.33	2.9K	108.26K	0
Nov 10, 2016	MOUG KEVIN G	SALE	35.20	800	28.16K	44.73K
Aug 16, 2016	MOUG KEVIN G	SALE	34.07	800	27.26K	45.53K
Aug 11, 2016	KNUTSON PAUL L	SALE	34.50	1.7K	58.65K	1.24K
Aug 17, 2015	KOECK GEORGE A	SALE	27.77	100	2.78K	10.03K
Dec 10, 2014	KOECK GEORGE A	SALE	29.67	1.5K	44.5K	8.13K
Nov 18, 2014	ERICKSON JOHN D	SALE	29.30	4K	117.2K	0
Aug 22, 2014	KOECK GEORGE A	SALE	28.34	2K	56.68K	9.51K
Feb 21, 2014	KOECK GEORGE A	SALE	30.70	109	3.35K	9.47K
Feb 20, 2014	MOUG KEVIN G	SALE	30.44	100	3.04K	37.25K
Nov 26, 2013	ERICKSON JOHN D	SALE	29.42	4.1K	120.67K	0
Nov 14, 2013	KOECK GEORGE A	SALE	29.51	123	3.63K	9.38K
Jun 12, 2013	LIEBE ARVID R	SALE	28.01	2K	56.03K	20.85K
May 20, 2013	MOUG KEVIN G	SALE	29.67	800	23.74K	37.25K
Dec 07, 2012	KOECK GEORGE A	SALE	24.60	200	4.92K	10.65K
Nov 26, 2012	ERICKSON JOHN D	SALE	23.75	5.96K	141.57K	0
Jun 07, 2012	KOECK GEORGE A	SALE	22.28	1.1K	24.47K	11.33K
May 16, 2012	MOUG KEVIN G	SALE	21.61	200	4.32K	38.5K
May 14, 2012	LIEBE ARVID R	SALE	21.49	300	6.45K	17.84K
Mar 26, 2012	MACFARLANE JOHN C	SALE	22.00	3.88K	85.25K	64.27K
Feb 15, 2012	LIEBE ARVID R	PURCHASE	21.69	475	10.3K	475
Aug 22, 2011	KOECK GEORGE A	SALE	20.00	2K	40K	10.55K
May 16, 2011	MOUG KEVIN G	SALE	22.12	254	5.62K	40.83K

OTTR Stock Ownership Breakdown

Otter Tail

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions