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Livermore
Livermore
ZHEN

Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

OTIS holding history

Otis Worldwide Corp in every 13F filed by Ethic Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OTIS overviewAll 13F holders of OTISFull Q2 2026 holdings

Shares (Q2 2026)
42,463
Value
$3.04M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OTIS by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,463$3.04M<0.1%−3,602−7.8%ReducedHolders
Q1 202646,065$3.55M0.1%+2,828+6.5%AddedHolders
Q4 202543,237$3.78M0.1%−3,812−8.1%ReducedHolders
Q3 202547,049$4.30M0.1%−4,808−9.3%ReducedHolders
Q2 202551,857$5.06M0.1%−16,545−24.2%ReducedHolders
Q1 202568,402$7.12M0.1%−5,459−7.4%ReducedHolders
Q4 202473,861$6.84M0.1%+2,622+3.7%AddedHolders
Q3 202471,239$7.07M0.2%−9,164−11.4%ReducedHolders
Q2 202480,403$7.74M0.2%+9,164+12.9%AddedHolders
Q1 202471,239$7.07M0.2%+4,668+7.0%AddedHolders
Q4 202366,571$5.96M0.2%−2,391−3.5%ReducedHolders
Q3 202368,962$5.54M0.2%+13,624+24.6%AddedHolders
Q2 202355,338$4.93M0.2%+3,321+6.4%AddedHolders
Q1 202352,017$4.39M0.2%+15,492+42.4%AddedHolders
Q4 202236,525$2.86M0.2%−2,097−5.4%ReducedHolders
Q3 202238,622$2.46M0.2%+415+1.1%AddedHolders
Q2 202238,207$2.70M0.2%+8,598+29.0%AddedHolders
Q1 202229,609$2.28M0.2%+9,402+46.5%AddedHolders
Q4 202120,207$1.76M0.1%+4,602+29.5%AddedHolders
Q3 202115,605$1.28M0.1%+2,744+21.3%AddedHolders
Q2 202112,861$1.05M0.1%+5,672+78.9%AddedHolders
Q1 20217,189$492.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.