Signals

← Signals

☆OTIS

1589 in-universe funds with a nonzero position in OTIS within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-15 8-K Item(s) 5.02, 7.01, 9.01
2026-07-22 8-K Item(s) 2.02, 9.01
2026-05-29 8-K Item(s) 5.07
2026-05-07 8-K Item(s) 8.01, 9.01
2026-04-22 8-K Item(s) 2.02, 9.01
2026-01-28 8-K Item(s) 2.02, 9.01
2026-01-20 8-K Item(s) 5.02, 9.01
2025-10-29 8-K Item(s) 2.02, 9.01
2025-09-04 8-K Item(s) 8.01, 9.01
2025-08-26 8-K Item(s) 5.02, 9.01

Flow ranking

Rank#1147
Score / z0.052 / 0.05
Consensus393.59 over 732 funds
Momentum-0.50 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-28%
Short interest+4% / 3.5d

Forensics

Issuance as of 2026Q2
Accrual ratio0.014
F-score—
M-score—
Net issuance77.8%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-15 8-K 5.02, 7.01, 9.01
2026-07-22 8-K 2.02, 9.01
2026-05-29 8-K 5.07
2026-05-07 8-K 8.01, 9.01
2026-04-22 8-K 2.02, 9.01
2026-01-28 8-K 2.02, 9.01
2026-01-20 8-K 5.02, 9.01
2025-10-29 8-K 2.02, 9.01
2025-09-04 8-K 8.01, 9.01
2025-08-26 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,264.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,794.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,428.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,193.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 906.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 843.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 785.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 723.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 615.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 534.2 0.4% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 423.7 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 389.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independent Franchise Partners LLP CIK 0001483866 0.955 26 368.9 2.4% 4 +1.9 pp +1.8 pp +1.8 pp +2.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 331.2 0.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 307.2 1.9% 5 -0.5 pp -0.6 pp -0.7 pp -1.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 303.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 296.3 1.1% 5 -0.2 pp -0.3 pp -0.4 pp -0.7 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 285.9 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 283.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 279.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLS CAPITAL FONDSMAEGLERSELSKAB A/S CIK 0001670104 0.963 11 278.2 10.7% 5 -0.8 pp -3.1 pp -3.3 pp -1.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 238.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 226.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 224.7 0.2% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 223.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 219.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 218.0 2.7% 5 +0.1 pp -0.6 pp -0.4 pp +0.6 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 207.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 196.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 189.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 177.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 177.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 176.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Clean Energy Transition LLP CIK 0001911523 0.831 14 165.0 11.5% 5 +7.0 pp +7.2 pp +6.1 pp +8.3 pp
☆Guinness Asset Management LTD CIK 0001409661 0.807 141 157.6 2.7% 5 -0.5 pp -0.4 pp -0.1 pp -0.7 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 154.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 147.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 140.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 139.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 136.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 136.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 132.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 126.0 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 123.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 113.4 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 105.6 0.2% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 100.6 0.0% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 94.1 0.2% 5 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 93.9 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 90.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 85.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 78.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 78.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 78.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 72.2 2.4% 4 -0.4 pp -0.3 pp +0.5 pp +2.4 pp
☆FIFTHDELTA Ltd CIK 0001872766 0.589 11 70.3 8.2% 4 -1.6 pp -5.7 pp -4.7 pp +8.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 68.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 68.2 0.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 66.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 65.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 63.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gates Capital Management, Inc. CIK 0001312908 0.682 31 62.1 2.0% 5 +0.1 pp -0.3 pp -1.1 pp -0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 60.7 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 60.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 59.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 59.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 54.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 54.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 54.4 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 53.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 53.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 53.5 0.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 52.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 52.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 51.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 49.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 48.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 48.0 0.2% 5 -0.1 pp -0.4 pp -0.7 pp -0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 45.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 45.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 42.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 41.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 41.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 41.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 38.7 0.2% 1 +0.2 pp +0.1 pp +0.2 pp -0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 38.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 36.5 0.2% 5 -0.1 pp -0.3 pp -0.2 pp -0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 33.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 31.7 4.3% 4 -1.9 pp -0.8 pp -1.8 pp +4.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 29.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 29.5 0.0% 5 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 29.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 29.1 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 29.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 28.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 28.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Railway Pension Investments Ltd CIK 0001658020 0.554 102 28.3 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆J. Stern & Co. LLP CIK 0002011335 0.705 51 27.8 2.6% 5 -0.3 pp -0.7 pp -0.4 pp -1.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 27.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 27.0 0.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 26.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 26.0 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 25.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 25.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 24.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 24.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 24.4 0.2% 5 +0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 23.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 22.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 22.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 22.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 21.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 20.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 19.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 18.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 18.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 18.8 0.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 18.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 18.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 17.8 0.0% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 17.4 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 17.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 15.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 15.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COERENTE CAPITAL MANAGEMENT CIK 0001860790 0.675 43 15.0 2.8% 5 -0.5 pp -0.1 pp +0.1 pp +0.8 pp
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☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarendon Private LLC CIK 0001961628 0.221 124 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 -0.4 pp -0.2 pp -0.3 pp -0.3 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Supplemental Annuity Collective Trust of NJ CIK 0001483065 0.341 298 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just OTIS). Qtrs Held counts distinct quarters this fund has actually held OTIS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OTIS position size. Δ columns are the percentage-point change in OTIS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status