Which ETFs hold Otis Worldwide (OTIS)?

252 US stock ETFs hold Otis Worldwide (OTIS). KAT gives OTIS the largest weight, 3.29% (SEC filing for the period ended 2026-06-30).

Edited by VoidLab· Data through 2026-10-16· Last revised 2026-10-15

No covered fund makes OTIS its largest position; the highest it ranks is #12, in MVAL. The median weight across the 252 holders is 0.07%; none carries it above 5%, and 240 keep it under 1%. Of the 311 covered funds with 500 or more positions, 106 hold OTIS, at weights from under 0.01% to 0.27%.

Over three years OTIS lost 4.1%, with a worst fall of 37.2% and annualised volatility of 19.6%; its beta against SPY over the same weeks is 0.57. Its best calendar year in the data is 2023 at +16.0% and its worst 2026 at -18.0%.

Is OTIS in VOO, SPY, IVV, QQQ, VTI, SCHD, XLI, FIDU or IYJ?

OTIS is in 7 of these 9 funds; XLI gives it the most weight, 0.50% (SPDR file of 2026-10-15), and QQQ and SCHD do not hold it.

Which ETFs hold OTIS in their issuer files, and at what weight?

80 funds report OTIS in their own issuer files, dated 2026-10-01 to 2026-10-16; POWA gives it the most weight, 1.99%.

Each of these 80 rows is dated by its issuer's own file, published on the issuer's schedule; the same 80 rows, in the same order, are in the JSON file for OTIS and in the holders index. Look OTIS up with an amount to see what a position in each ETF holds of it in dollars.

Which ETFs hold OTIS in their latest SEC filing?

172 funds hold OTIS in their latest Form N-PORT filing with the SEC, for periods ended 2026-05-29 to 2026-07-31; KAT gives it the most weight, 3.29%.

Each of the 172 dates is the end of the period a holder of OTIS reported in its Form N-PORT filing, and opens that filing on EDGAR, the SEC's public archive. The same rows are under holders_sec_nport in the JSON file for OTIS.

How many ETFs held OTIS each year since 2020?

241 of today's US stock ETFs held OTIS in their SEC reports for the second quarter of 2026, against 101 for the second quarter of 2020.

OTIS in the SEC reports (Form N-PORT) of today's US stock ETFs, Q2 2020 to Q2 2026, every quarter in its file. How these are counted.

Which ETFs have swap, futures or option exposure to OTIS?

One fund references OTIS through swaps, futures or options in its latest SEC filing: IALT (direction not stated). These figures are notional exposure, in percent of each fund's net assets, not shares held, and none of these funds is counted among the 252 holders of OTIS above.

Which other ETFs hold OTIS outright?

12 derivative-based funds, two multi-asset funds, one fixed income fund and two funds read from their sponsors' files hold OTIS outright in SEC filings and sponsors' files dated 2026-05-31 to 2026-10-15; LBAY gives it the most weight, 3.00%. None of them is counted among the 252 US stock ETFs above.

How the ETFs listed apart are read.

What did $100 in OTIS become over three years?

$90$100$110$120$130Oct 2023Oct 2024Apr 2025Oct 2025Oct 2026

OTIS ended at $96 after 156 weekly closes through 2026-10-16; the dashed line is the $100 put in.

How has OTIS done, year by year?

Returns and risk

Market cap, price to earnings and yield are reference data; every other figure is computed here from 156 weekly closes.

What would diversify OTIS?

The stocks that have moved least like OTIS over the last 104 weeks, among those held by ten or more covered ETFs: AKAM correlates with it at -0.16 and NRGV at -0.14, a measurement of co-movement rather than a suggestion.

What moves with OTIS?

The other end of the same ranking: CCK has moved with OTIS at 0.58, LKQ at 0.56. Each row opens the pair side by side.

Weekly total returns, among stocks held by ten or more covered ETFs; closed-end funds are left out of both tables. What the bands mean.

Which ETF has the largest weight in OTIS?

KAT, at 3.29% in its SEC filing for the period ended 2026-06-30, where OTIS is position #14 of 33, followed by MVAL at 2.86% and YLDE at 2.43%.

An ETF page opens on every ticker that has one; the others open the fund's JSON file, with its holdings and the date of its issuer file or SEC filing. Run a portfolio x-ray to see how much OTIS you hold across every ETF you own.

OTIS weights from 80 issuer files, dated 2026-10-01 to 2026-10-16, and 172 SEC filings for periods ended 2026-05-29 to 2026-07-31. Prices through 2026-10-16. How every figure here is produced. Measurements, not investment advice.

Cite this page

TickerInside, Otis Worldwide (OTIS), holders from each covered fund's own file and from SEC Form N-PORT filings, each dated, prices through 2026-10-16, https://tickerinside.com/stock/otis/, CC BY 4.0

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