Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
334 institutional managers reported holding OTTR for the quarter ended Mar 31, 2026. Together they hold about 69% of shares outstanding; the top 10 hold 44%. 22 opened new positions; 38 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 6.42M | 15.27% | $564.1M | added +0.5% | ≤2013 |
| Vanguard Group | 5.14M | 12.23% | $451.7M | added +1.7% | ≤2013 |
| State Street | 1.57M | 3.73% | $137.8M | added +0.5% | ≤2013 |
| Geode Capital | 1.05M | 2.51% | $92.6M | added +3.5% | ≤2013 |
| LSV Asset Management | 1.04M | 2.48% | $91.6M | added +94.2% | 2025 Q2 |
| Dimensional Fund Advisors | 815.2k | 1.94% | $71.6M | trimmed -4.2% | ≤2013 |
| Two Sigma | 662.9k | 1.58% | $58.2M | added +144% | 2023 Q3 |
| Morgan Stanley | 654.4k | 1.56% | $57.5M | added +16.4% | ≤2013 |
| First Trust Advisors LP | 606.5k | 1.44% | $53.3M | trimmed -25.2% | 2016 Q2 |
| Caisse de depot et placement du Quebec | 569.9k | 1.35% | $50.0M | added +2.7% | 2024 Q3 |
| Charles Schwab Investment Management | 524.1k | 1.25% | $46.0M | trimmed -1.6% | ≤2013 |
| Goldman Sachs | 485.4k | 1.15% | $42.6M | added +47.5% | 2016 Q1 |
| GAMCO (Gabelli) | 467.2k | 1.11% | $41.0M | unchanged | ≤2013 |
| Northern Trust | 432.0k | 1.03% | $37.9M | added +4.2% | ≤2013 |
| D. E. Shaw | 399.4k | 0.95% | $35.1M | added +60.9% | 2023 Q2 |
| BNY Mellon | 350.6k | 0.83% | $30.8M | trimmed -2.2% | ≤2013 |
| Adage Capital Partners GP, L.l.c. | 342.0k | 0.81% | $30.0M | trimmed -0.6% | 2024 Q3 |
| Bank OF America CORP /DE/ | 336.5k | 0.80% | $29.5M | added +3.5% | ≤2013 |
| Qube Research & Technologies LTD | 267.9k | 0.64% | $23.5M | added +33.1% | 2024 Q2 |
| Gamco Investors, INC. et al | 264.8k | 0.63% | $23.3M | trimmed -2.8% | ≤2013 |
| Victory Capital Management INC | 252.4k | 0.60% | $22.2M | added +96.5% | 2015 Q2 |
| UBS | 251.1k | 0.60% | $22.1M | added +32.9% | ≤2013 |
| Principal Financial Group INC | 231.9k | 0.55% | $20.4M | added +16.2% | 2015 Q3 |
| Invesco | 225.2k | 0.54% | $19.8M | trimmed -2.6% | ≤2013 |
| Public Sector Pension Investment Board | 198.7k | 0.47% | $17.4M | added +2.4% | 2023 Q1 |
| Nuveen | 189.2k | 0.45% | $16.6M | added +24.5% | 2019 Q2 |
| Royal Bank OF Canada | 178.2k | 0.42% | $15.6M | added +30.8% | ≤2013 |
| Federated Hermes, INC. | 167.6k | 0.40% | $14.7M | trimmed -18.4% | 2019 Q2 |
| T. Rowe Price | 132.5k | 0.32% | $11.6M | added +197.4% | ≤2013 |
| Millennium Management | 130.2k | 0.31% | $11.4M | trimmed -11.1% | 2017 Q1 |
| Bank & Trust CO | 119.2k | 0.28% | $10.5M | trimmed -2.3% | 2024 Q2 |
| Jane Street | 117.4k | 0.28% | $10.3M | trimmed -15.6% | 2021 Q4 |
| Franklin Resources | 112.1k | 0.27% | $9.8M | added +203% | 2021 Q3 |
| US Bancorp \DE\ | 110.8k | 0.26% | $9.7M | added +201.7% | ≤2013 |
| Whittier Trust CO | 99.0k | 0.23% | $8.7M | added +10% | ≤2013 |
| Rhumbline Advisers | 98.9k | 0.23% | $8.7M | added +1.7% | ≤2013 |
| Ameriprise Financial INC | 95.7k | 0.23% | $8.4M | trimmed -2.8% | ≤2013 |
| Marshall Wace | 95.2k | 0.23% | $8.4M | trimmed -45.1% | 2023 Q3 |
| Legal & General Group PLC | 94.1k | 0.22% | $8.3M | trimmed -9% | 2014 Q3 |
| Voloridge Investment Management | 90.4k | 0.21% | $7.9M | trimmed -19.3% | 2024 Q4 |
| Denali Advisors LLC | 89.9k | 0.21% | $7.9M | added +1.4% | 2024 Q4 |
| Tudor Investment | 85.9k | 0.20% | $7.5M | added +14.5% | 2023 Q3 |
| Healthcare OF Ontario Pension Plan Trust Fund | 82.0k | 0.20% | $7.2M | added +30.3% | 2025 Q3 |
| Hotchkis & Wiley Capital Management LLC | 80.4k | 0.19% | $7.1M | trimmed -3.8% | 2019 Q4 |
| HRT Financial LP | 79.0k | 0.19% | $6.9M | trimmed -29.4% | 2021 Q1 |
| Phocas Financial CORP. | 76.5k | 0.18% | $6.7M | trimmed -21.7% | 2021 Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 75.7k | 0.18% | $6.6M | added +34.5% | 2025 Q1 |
| ProShare Advisors LLC | 74.9k | 0.18% | $6.6M | trimmed -6% | 2017 Q4 |
| Swiss National Bank | 74.4k | 0.18% | $6.5M | unchanged | ≤2013 |
| Prudential Financial INC | 69.6k | 0.17% | $6.1M | trimmed -24.8% | 2017 Q2 |
Largest 50 of 334 shown; the full ranked, searchable register is at boothcheck.com/holders/OTTR. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.