Otter Tail Corp · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $220.85M | 0.24% | 2,516,278 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $116.58M | 0.01% | 1,328,195 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $84.88M | 0.05% | 967,098 NS | $164.60B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $83.17M | 0.12% | 947,569 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $54.07M | 0.09% | 616,007 NS | $60.64B | FIGI |
| First Trust SMID Cap Rising Dividend Achiever… First Trust Exchange-Traded Fund VI | SDVY | $45.11M | 0.45% | 513,935 NS | $10.10B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $41.00M | 0.05% | 467,115 NS | $81.50B | FIGI |
| The Gabelli Utilities Fund Gabelli Utilities Fund | — | $34.37M | 1.94% | 391,600 NS | $1.77B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $33.29M | 0.24% | 379,325 NS | $13.87B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $27.15M | 0.22% | 309,365 NS | $12.46B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $24.71M | 0.26% | 281,486 NS | $9.65B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $19.75M | 0.26% | 225,018 NS | $7.58B | FIGI |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | — | $19.66M | 0.50% | 224,000 NS | $3.90B | FIGI |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | IJT | $14.28M | 0.22% | 162,699 NS | $6.51B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $10.59M | 0.26% | 120,661 NS | $4.06B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYG | $8.73M | 0.22% | 99,518 NS | $3.98B | FIGI |
| VictoryShares US Small Mid Cap Value Momentum… Victory Portfolios II | USVM | $8.58M | 0.61% | 97,709 NS | $1.42B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $8.25M | 0.28% | 94,013 NS | $2.92B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $8.03M | 0.09% | 91,465 NS | $9.06B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $7.99M | 0.41% | 90,983 NS | $1.94B | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $6.39M | 0.27% | 72,770 NS | $2.38B | FIGI |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | — | $5.93M | 0.52% | 67,523 NS | $1.15B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $5.67M | 0.24% | 64,656 NS | $2.39B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $5.54M | 0.11% | 63,074 NS | $4.82B | FIGI |
| Calvert Global Water Fund Calvert Impact Fund, Inc. | — | $4.98M | 0.92% | 56,685 NS | $540.41M | FIGI |
| Gabelli Utility Trust — | — | $4.96M | 1.70% | 56,500 NS | $291.72M | FIGI |
| T. Rowe Price Integrated U.S. Small-Mid Cap C… T. ROWE PRICE INTEGRATED EQUITY FUNDS, IN… | — | $4.75M | 0.33% | 54,072 NS | $1.43B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $4.65M | 0.01% | 52,957 NS | $79.62B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $3.91M | 0.22% | 44,524 NS | $1.80B | FIGI |
| VictoryShares US Small Cap High Div Volatilit… Victory Portfolios II | CSB | $3.68M | 1.45% | 41,917 NS | $253.38M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $3.55M | 0.10% | 40,452 NS | $3.39B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $3.13M | 0.23% | 35,649 NS | $1.35B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $3.00M | 0.00% | 34,180 NS | $129.17B | FIGI |
| Small Cap Value Fund Northern Funds | — | $2.80M | 0.45% | 31,940 NS | $616.52M | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $2.76M | 0.12% | 31,487 NS | $2.23B | FIGI |
| First Trust/Dow Jones Dividend & Income Alloc… First Trust Variable Insurance Trust | — | $2.71M | 0.37% | 30,884 NS | $726.44M | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $2.62M | 0.24% | 29,848 NS | $1.11B | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $2.58M | 0.28% | 29,381 NS | $916.61M | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $2.48M | 0.14% | 28,247 NS | $1.77B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.46M | 0.24% | 27,972 NS | $1.04B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.24M | 0.11% | 25,481 NS | $1.95B | FIGI |
| Small-Cap Value Fund Bridgeway Funds, Inc. | — | $2.18M | 0.71% | 24,800 NS | $307.35M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $2.17M | 0.34% | 24,674 NS | $633.02M | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.07M | 0.23% | 23,573 NS | $908.21M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $2.05M | 0.00% | 23,334 NS | $58.89B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $1.95M | 0.02% | 22,269 NS | $12.17B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $1.72M | 0.21% | 19,650 NS | $827.02M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.71M | 0.01% | 19,523 NS | $30.28B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.70M | 0.11% | 19,325 NS | $1.59B | FIGI |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | — | $1.59M | 0.51% | 18,140 NS | $311.02M | FIGI |