# Which ETFs hold Otis Worldwide (OTIS)?

252 US stock ETFs hold Otis Worldwide (OTIS). 80 of them report OTIS in issuer files dated 2026-10-01 to 2026-10-16, and 172 in their latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Among them, KAT gives OTIS the largest weight, 3.29% (SEC filing for the period ended 2026-06-30). 12 derivative-based funds, two multi-asset funds, one fixed income fund and two funds read from their sponsors' files also hold OTIS outright and are listed apart; LBAY gives it the most weight among them, 3.00% (SEC filing for the period ended 2026-05-31).

Otis Worldwide, Industrial Machinery & Supplies & Components, $27B market cap. Held by 252 US stock ETFs: 80 in issuer files, 172 in SEC filings. 17 other ETFs holding it outright are listed apart.

Canonical page: https://tickerinside.com/stock/otis/
Holdings from each issuer's latest file, dated 2026-10-01 to 2026-10-16, and from each other ETF's latest SEC filing, for periods ended 2026-05-29 to 2026-07-31. Prices through 2026-10-16.
Licence: CC BY 4.0, attribution to TickerInside. Measurements, not investment advice.

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.

| ETF | Name | Weight | Rank in the ETF | Holdings dated |
| --- | --- | --- | --- | --- |
| VOO | Vanguard S&P 500 ETF | 0.04% | #323 of 504 | SEC filing, 2026-06-30 |
| SPY | SPDR S&P 500 ETF Trust | 0.04% | #327 of 504 | SPDR file, 2026-10-15 |
| IVV | iShares Core S&P 500 ETF | 0.04% | #327 of 505 | iShares file, 2026-10-15 |
| QQQ | Invesco QQQ Trust | not held | 101 positions | Invesco file, 2026-10-15 |
| VTI | Vanguard Total Stock Market ETF | 0.04% | #340 of 3483 | SEC filing, 2026-06-30 |
| SCHD | Schwab US Dividend Equity ETF | not held | 99 positions | SEC filing, 2026-05-31 |
| XLI | Industrial Select Sector SPDR Fund | 0.50% | #53 of 84 | SPDR file, 2026-10-15 |
| FIDU | Fidelity MSCI Industrials Index ETF | 0.40% | #54 of 361 | SEC filing, 2026-07-31 |
| IYJ | iShares U.S. Industrials ETF | 0.33% | #63 of 214 | iShares file, 2026-10-15 |

## 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%.

| Rank | ETF | Name | Weight | Issuer file |
| --- | --- | --- | --- | --- |
| 1 | POWA | Invesco Bloomberg Pricing Power ETF | 1.99% | 2026-10-15 |
| 2 | UPGD | Invesco Bloomberg Analyst Rating Improvers ETF | 1.98% | 2026-10-15 |
| 3 | RSPN | Invesco S&P 500 Equal Weight Industrials ETF | 1.23% | 2026-10-15 |
| 4 | SPLV | Invesco S&P 500 Low Volatility ETF | 0.93% | 2026-10-15 |
| 5 | ONEY | State Street SPDR Russell 1000 Yield Focus ETF | 0.72% | 2026-10-15 |
| 6 | DIVG | Invesco S&P 500 High Dividend Growers ETF | 0.65% | 2026-10-15 |
| 7 | RSPE | Invesco ESG S&P 500 Equal Weight ETF | 0.55% | 2026-10-15 |
| 8 | XLI | Industrial Select Sector SPDR Fund | 0.50% | 2026-10-15 |
| 9 | ONEV | State Street SPDR Russell 1000 Low Volatility Focus ETF | 0.44% | 2026-10-15 |
| 10 | LGLV | State Street SPDR US Large Cap Low Volatility Index ETF | 0.44% | 2026-10-15 |
| 11 | BDVL | iShares Disciplined Volatility Equity Active ETF | 0.42% | 2026-10-15 |
| 12 | HDV | iShares Core High Dividend ETF | 0.34% | 2026-10-15 |
| 13 | IYJ | iShares U.S. Industrials ETF | 0.33% | 2026-10-15 |
| 14 | EXI | iShares Global Industrials ETF | 0.28% | 2026-10-15 |
| 15 | IWS | iShares Russell Mid-Cap Value ETF | 0.27% | 2026-10-15 |
| 16 | IMCV | iShares Morningstar Mid-Cap Value ETF | 0.25% | 2026-10-15 |
| 17 | BFLX | iShares Flexible Equity Active ETF | 0.25% | 2026-10-15 |
| 18 | RSP | Invesco S&P 500 Equal Weight ETF | 0.20% | 2026-10-15 |
| 19 | IWR | iShares Russell Mid-Cap ETF | 0.20% | 2026-10-15 |
| 20 | EUSA | iShares MSCI USA Equal Weighted ETF | 0.20% | 2026-10-15 |
| 21 | SIZE | iShares MSCI USA Size Factor ETF | 0.19% | 2026-10-15 |
| 22 | IMCB | iShares Morningstar Mid-Cap ETF | 0.19% | 2026-10-15 |
| 23 | XOEF | iShares S&P 500 ex S&P 100 ETF | 0.15% | 2026-10-15 |
| 24 | RSPA | Invesco S&P 500 Equal Weight Income Advantage ETF | 0.15% | 2026-10-15 |
| 25 | DGRO | iShares Core Dividend Growth ETF | 0.15% | 2026-10-15 |
| 26 | DIVB | iShares Core Dividend ETF | 0.13% | 2026-10-15 |
| 27 | IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.13% | 2026-10-15 |
| 28 | KLMN | Invesco MSCI North America Climate ETF | 0.12% | 2026-10-15 |
| 29 | USXF | iShares ESG Advanced MSCI USA ETF | 0.11% | 2026-10-15 |
| 30 | SHE | State Street SPDR MSCI USA Gender Diversity ETF | 0.10% | 2026-10-15 |
| 31 | IVE | iShares S&P 500 Value ETF | 0.09% | 2026-10-15 |
| 32 | SPYV | SPDR Portfolio S&P 500 Value ETF | 0.09% | 2026-10-15 |
| 33 | IUSV | iShares Core S&P U.S. Value ETF | 0.08% | 2026-10-15 |
| 34 | KLMT | Invesco MSCI Global Climate 500 ETF | 0.08% | 2026-10-15 |
| 35 | ONEO | State Street SPDR Russell 1000 Momentum Focus ETF | 0.08% | 2026-10-15 |
| 36 | RWL | Invesco S&P 500 Revenue ETF | 0.07% | 2026-10-15 |
| 37 | IWD | iShares Russell 1000 Value ETF | 0.07% | 2026-10-15 |
| 38 | EFIV | State Street SPDR S&P 500 ESG ETF | 0.07% | 2026-10-15 |
| 39 | CRBN | iShares Low Carbon Optimized MSCI ACWI ETF | 0.06% | 2026-10-15 |
| 40 | ILCV | iShares Morningstar Value ETF | 0.05% | 2026-10-15 |
| 41 | CATH | Global X S&P 500 Catholic Values ETF | 0.05% | 2026-10-16 |
| 42 | CHRI | Global X S&P 500 Christian Values ETF | 0.05% | 2026-10-16 |
| 43 | USCL | iShares Climate Conscious & Transition MSCI USA ETF | 0.05% | 2026-10-15 |
| 44 | TOPC | iShares S&P 500 3% Capped ETF | 0.05% | 2026-10-15 |
| 45 | IUS | Invesco RAFI Strategic US ETF | 0.05% | 2026-10-15 |
| 46 | XVV | iShares ESG Select Screened S&P 500 ETF | 0.05% | 2026-10-15 |
| 47 | OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.05% | 2026-10-15 |
| 48 | EQAL | Invesco Russell 1000 Equal Weight ETF | 0.04% | 2026-10-15 |
| 49 | SPYX | State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.04% | 2026-10-15 |
| 50 | PBUS | Invesco MSCI USA ETF | 0.04% | 2026-10-15 |
| 51 | MLRG | iShares MSCI USA ETF | 0.04% | 2026-10-15 |
| 52 | IVVW | iShares S&P 500 BuyWrite ETF | 0.04% | 2026-10-15 |
| 53 | PRF | Invesco RAFI US 1000 ETF | 0.04% | 2026-10-15 |
| 54 | SPY | SPDR S&P 500 ETF Trust | 0.04% | 2026-10-15 |
| 55 | SPYM | State Street SPDR Portfolio S&P 500 ETF | 0.04% | 2026-10-15 |
| 56 | IVV | iShares Core S&P 500 ETF | 0.04% | 2026-10-15 |
| 57 | GXLC | Global X U.S. 500 ETF | 0.04% | 2026-10-16 |
| 58 | ONOF | Global X Adaptive U.S. Risk Management ETF | 0.04% | 2026-10-16 |
| 59 | XCLR | Global X S&P 500 Collar 95-110 ETF | 0.04% | 2026-10-08 |
| 60 | XRMI | Global X S&P 500 Risk Managed Income ETF | 0.04% | 2026-10-16 |
| 61 | XTR | Global X S&P 500 Tail Risk ETF | 0.04% | 2026-10-16 |
| 62 | XYLD | Global X S&P 500 Covered Call ETF | 0.04% | 2026-10-16 |
| 63 | XYLG | Global X S&P 500 Covered Call & Growth ETF | 0.04% | 2026-10-16 |
| 64 | IWB | iShares Russell 1000 ETF | 0.04% | 2026-10-15 |
| 65 | IYY | iShares Dow Jones U.S. ETF | 0.04% | 2026-10-15 |
| 66 | SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.04% | 2026-10-15 |
| 67 | ILCB | iShares Morningstar U.S. Equity ETF | 0.04% | 2026-10-01 |
| 68 | IWV | iShares Russell 3000 ETF | 0.04% | 2026-10-15 |
| 69 | VLU | State Street SPDR S&P 1500 Value Tilt ETF | 0.04% | 2026-10-15 |
| 70 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.04% | 2026-10-15 |
| 71 | TOK | iShares MSCI Kokusai ETF | 0.03% | 2026-10-15 |
| 72 | URTH | iShares MSCI World ETF | 0.03% | 2026-10-15 |
| 73 | ILCG | iShares Morningstar Growth ETF | 0.03% | 2026-10-15 |
| 74 | ACWI | iShares MSCI ACWI ETF | 0.02% | 2026-10-15 |
| 75 | ENHU | iShares Enhanced Large Cap Core Active ETF | 0.02% | 2026-10-15 |
| 76 | SPGM | State Street SPDR Portfolio MSCI Global Stock Market ETF | 0.02% | 2026-10-15 |
| 77 | QUS | State Street SPDR MSCI USA StrategicFactors℠ ETF | 0.02% | 2026-10-15 |
| 78 | QWLD | State Street SPDR MSCI World StrategicFactors℠ ETF | 0.01% | 2026-10-15 |
| 79 | MMTM | State Street SPDR S&P 1500 Momentum Tilt ETF | 0.01% | 2026-10-15 |
| 80 | THRO | iShares U.S. Thematic Rotation Active ETF | under 0.01% | 2026-10-15 |

The same list as JSON: https://tickerinside.com/api/v1/sec/otis.json

## 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%.

| ETF | Name | Weight | Period of the filing | Filing |
| --- | --- | --- | --- | --- |
| KAT | Scharf ETF | 3.29% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1027596/000119312526373687/ |
| MVAL | VanEck Morningstar Wide Moat Value ETF | 2.86% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086987/ |
| YLDE | Franklin ClearBridge Enhanced Income ETF | 2.43% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1645194/000094040026035184/ |
| MOAT | VanEck Morningstar Wide Moat ETF | 2.24% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086940/ |
| DIVS | Guinness Atkinson Dividend Builder ETF | 2.23% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/919160/000139834426015955/ |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 2.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1888997/000204825126007482/ |
| BLDX | Impax Global Sustainable Infrastructure ETF | 1.97% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/76721/000207169126018378/ |
| AQEC | AQE Core ETF | 1.45% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1771146/000119312526369846/ |
| FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 1.38% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1329377/000094040026033041/ |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 0.97% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004364/ |
| LOHA | Roundhill HALO ETF | 0.89% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1976517/000089418926023645/ |
| TALV | Transamerica Large Value Active ETF | 0.88% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1969674/000094040026034631/ |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 0.87% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035114/ |
| TPHD | Timothy Plan High Dividend Stock ETF | 0.87% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/916490/000100472626007590/ |
| RBLD | First Trust Alerian U.S. NextGen Infrastructure ETF | 0.84% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1364608/000094040026032752/ |
| MMID | MFS Active Mid Cap ETF | 0.70% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/2018846/000141036826075395/ |
| REMC | Columbia Research Enhanced Mid Cap ETF | 0.67% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1551950/000141036826088910/ |
| HUSV | First Trust Horizon Managed Volatility Domestic ETF | 0.59% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424212/000094040026037839/ |
| FFLC | Fidelity Fundamental Large Cap Core ETF | 0.58% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006157/ |
| ABCS | Alpha Blue Capital US Small-Mid Cap Dynamic ETF | 0.57% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003628/ |
| WCEO | Hypatia Women CEO ETF | 0.57% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1552947/000091047226015127/ |
| LQAI | LG QRAFT AI-Powered U.S. Large Cap Core ETF | 0.56% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1547950/000091047226015177/ |
| SMOT | VanEck Morningstar SMID Moat ETF | 0.52% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086969/ |
| COWZ | Pacer US Cash Cows 100 ETF | 0.51% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029012/ |
| BBHL | BBH Select Large Cap ETF | 0.50% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1342947/000100371526003743/ |
| TRUI | VanEck Industrials TruSector ETF | 0.49% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1137360/000141036826086920/ |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | 0.47% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/36405/000003640526000482/ |
| ESLV | Eventide Large Cap Value ETF | 0.46% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1506213/000100472626009415/ |
| SROI | Calamos Antetokounmpo Global Sustainable Equities ETF | 0.43% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1579881/000141036826101675/ |
| ACVU | Hartford Alpha Capture Value ETF | 0.42% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1501825/000141036826101374/ |
| FIDU | Fidelity MSCI Industrials Index ETF | 0.40% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000141036826097241/ |
| VIS | Vanguard Industrials ETF | 0.39% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/52848/000005284826000895/ |
| FVD | First Trust Value Line Dividend Index Fund | 0.39% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1329377/000094040026033061/ |
| TPLC | Timothy Plan US Large/Mid Cap Core ETF | 0.38% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/916490/000100472626007588/ |
| SIXL | ETC 6 Meridian Low Beta Equity Strategy ETF | 0.34% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1452937/000204825126006330/ |
| FQAL | Fidelity Quality Factor ETF | 0.33% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006204/ |
| OUSA | ALPS | OShares U.S. Quality Dividend ETF | 0.30% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001884/ |
| REVS | Columbia Research Enhanced Value ETF | 0.30% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1551950/000141036826100658/ |
| EQIN | Columbia U.S. Equity Income ETF | 0.29% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1551950/000141036826100625/ |
| PHEQ | Parametric Hedged Equity ETF | 0.28% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018741/ |
| CVMC | Calvert US Mid-Cap Core Responsible Index ETF | 0.27% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018742/ |
| VO | Vanguard Mid-Cap ETF | 0.27% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/36405/000003640526000479/ |
| PEPS | Parametric Equity Plus ETF | 0.26% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018752/ |
| SFGV | Sequoia Global Value ETF | 0.24% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026003708/ |
| FLCV | Federated Hermes MDT Large Cap Value ETF | 0.22% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1849998/000184999826000164/ |
| XBFR | Innovator Equity Managed 10 Buffer ETF | 0.22% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028266/ |
| ESUM | Eventide US Market ETF | 0.21% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1506213/000100472626009410/ |
| DFVE | DoubleLine Fortune 500 Equal Weight ETF | 0.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1886172/000207169126018688/ |
| FTCE | First Trust New Constructs Core Earnings Leaders ETF | 0.21% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1552740/000094040026032699/ |
| RECS | Columbia Research Enhanced Core ETF | 0.21% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1551950/000141036826100635/ |
| AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.20% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036283/ |
| ROUS | Hartford Multifactor US Equity ETF | 0.20% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1605803/000141036826101393/ |
| HQGO | Hartford US Quality Growth ETF | 0.19% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1605803/000141036826101353/ |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 0.19% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007530/ |
| CFA | VictoryShares US 500 Volatility Wtd ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547580/000100472626007510/ |
| GVLU | Gotham 1000 Value ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003774/ |
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.18% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028073/ |
| STXD | Strive 1000 Dividend Growth ETF | 0.18% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004159/ |
| NOEQ | Northern Trust US Equity ETF | 0.17% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/916620/000207169126020626/ |
| VSLU | Applied Finance Valuation Large Cap ETF | 0.17% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1771146/000100472626007194/ |
| PRXV | Praxis Impact Large Cap Value ETF | 0.17% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/912900/000089418926022753/ |
| MSLC | Morgan Stanley Pathway Large Cap Equity ETF | 0.16% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/875186/000100371526002821/ |
| SPXD | Xtrackers S&P 500 Diversified Sector Weight ETF | 0.15% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028809/ |
| OALC | Oneascent Large Cap Core ETF | 0.13% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1199046/000091047226011109/ |
| FINA | Fidelity MSCI North American Subset Index ETF | 0.13% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/945908/000003540226006207/ |
| WOMN | Impact Shares Women's Empowerment ETF | 0.12% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426003834/ |
| JHMM | John Hancock Multifactor Mid Cap ETF | 0.11% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1478482/000147848226000286/ |
| VYM | Vanguard High Dividend Yield ETF | 0.11% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1004655/000100465526000453/ |
| DEUS | Xtrackers Russell US Multifactor ETF | 0.11% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028813/ |
| PQUS | Pictet AI Enhanced US Equity ETF | 0.11% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1969674/000100371526003146/ |
| VTV | Vanguard Value ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/36405/000003640526000475/ |
| GSPY | Gotham Enhanced 500 ETF | 0.10% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003771/ |
| MNZL | Manzil Russell Halal USA Broad Market ETF | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004388/ |
| PWS | Pacer WealthShield ETF | 0.10% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029039/ |
| VALQ | American Century U.S. Quality Value ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526323983/ |
| VOOV | Vanguard S&P 500 Value ETF | 0.10% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/891190/000089119026000316/ |
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.09% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028744/ |
| VEGN | US Vegan Climate ETF | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1540305/000119312526406992/ |
| RAFE | Pimco Rafi ESG U.S. ETF | 0.09% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479360/000141036826090111/ |
| SCHV | Schwab U.S. Large-Cap Value ETF | 0.09% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075041/ |
| ESG | FlexShares STOXX US ESG Select Index Fund | 0.09% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023460/ |
| IQSU | NYLIM Candriam U.S. Large Cap Equity ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415995/000094040026038560/ |
| VONV | Vanguard Russell 1000 Value ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1021882/000102188226000638/ |
| GVUS | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF | 0.08% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028123/ |
| LGDX | Intech S&P Large Cap Diversified Alpha ETF | 0.08% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426005383/ |
| SSPY | Stratified LargeCap Index ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1547950/000091047226013046/ |
| NACP | Impact Shares Naacp Minority Empowerment ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1722388/000200032426003825/ |
| NXTI | Simplify Next Intangible Core Index ETF | 0.08% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1810747/000094040026033613/ |
| SPUS | Sp Funds S&P 500 Sharia Industry Exclusions ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003242/ |
| GSLC | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028061/ |
| SPXT | ProShares S&P 500 Ex-Technology ETF | 0.07% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017394/ |
| SNPE | Xtrackers S&P 500 Scored & Screened ETF | 0.07% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028811/ |
| JHML | John Hancock Multifactor Large Cap ETF | 0.07% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1478482/000147848226000287/ |
| XMAG | Defiance Large Cap ex-Mag 7 ETF | 0.06% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1924868/000200032426003032/ |
| MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479360/000141036826090097/ |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036284/ |
| DTD | WisdomTree U.S. Total Dividend Fund | 0.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036285/ |
| ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.06% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023448/ |
| CVLC | Calvert US Large-Cap Core Responsible Index ETF | 0.06% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1676326/000207169126018748/ |
| DFSU | Dimensional US Sustainability Core 1 ETF | 0.05% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009183/ |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028074/ |
| SPYH | NEOS S&P 500(R) Hedged Equity Income ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023145/ |
| USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.05% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028747/ |
| AAUA | Alpha Architect US Equity 3 ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004071/ |
| AAUS | Alpha Architect US Equity ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004072/ |
| RAUS | Racwi US ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004148/ |
| STXF | Strive 500 ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004161/ |
| STXV | Strive 1000 Value ETF | 0.05% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004164/ |
| SPXN | ProShares S&P 500 Ex-Financials ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017408/ |
| ESGV | Vanguard ESG U.S. Stock ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/52848/000005284826000891/ |
| SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.05% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017472/ |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028137/ |
| JUSA | JPMorgan U.S. Research Enhanced Large Cap ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126021129/ |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017446/ |
| VV | Vanguard Morningstar Large-Cap ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/36405/000003640526000477/ |
| PBP | Invesco S&P 500 BuyWrite ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1209466/000120946626001440/ |
| PTLC | Pacer Trendpilot US Large Cap ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029043/ |
| SPYI | NEOS S&P 500(R) High Income ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023148/ |
| DSPY | Tema S&P 500 Historical Weight ETF Strategy | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1944285/000119312526323020/ |
| BBUS | JPMorgan Betabuilders U.S. Equity ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023533/ |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1493580/000094040026038310/ |
| VOO | Vanguard S&P 500 ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/36405/000003640526000473/ |
| VOTE | TCW Transform 500 ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1831313/000100371526003512/ |
| TACU | T. Rowe Price Active Core U.S. Equity ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1795351/000109926326009633/ |
| USPX | Franklin U.S. Equity Index ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1655589/000094040026035112/ |
| WAMA | WisdomTree U.S. Adaptive Moving Average Fund | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036305/ |
| DFAU | Dimensional US Core Equity Market ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009204/ |
| VOXP | Vox Populi ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1027596/000119312526406592/ |
| DFUS | Dimensional U.S. Equity Market ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009215/ |
| AAEQ | Alpha Architect US Equity 2 ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004070/ |
| SCHX | Schwab U.S. Large-Cap ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075026/ |
| STXG | Strive 1000 Growth ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004162/ |
| TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1592900/000159290026004416/ |
| VONE | Vanguard Russell 1000 ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1021882/000102188226000637/ |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1882879/000094040026028124/ |
| SCHK | Schwab 1000 Index ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075028/ |
| NTSX | WisdomTree U.S. Efficient Core Fund | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036309/ |
| QDPL | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1616668/000089418926029047/ |
| DCOR | Dimensional US Core Equity 1 ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009192/ |
| XSPI | NEOS Boosted S&P 500(R) High Income ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1848758/000089418926023153/ |
| VTHR | Vanguard Russell 3000 ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1021882/000102188226000642/ |
| VTI | Vanguard Total Stock Market ETF | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/36405/000003640526000480/ |
| PHDG | Invesco S&P 500 Downside Hedged ETF | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1418144/000141814426000465/ |
| SCHB | Schwab U.S. Broad Market ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075044/ |
| FNDX | Schwab Fundamental U.S. Large Company ETF | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075024/ |
| EPS | WisdomTree U.S. LargeCap Fund | 0.04% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036286/ |
| FNDB | Schwab Fundamental U.S. Broad Market ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1454889/000141036826075039/ |
| HCMT | Direxion HCM Tactical Enhanced US ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404430/ |
| BBB | Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024017/ |
| KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.03% | 2026-05-29 | https://www.sec.gov/Archives/edgar/data/1503123/000094040026028751/ |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026034787/ |
| LGH | HCM Defender 500 Index ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1537140/000091047226013067/ |
| ACVF | American Conservative Values ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1771146/000100472626009289/ |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009214/ |
| GDE | WisdomTree Efficient Gold Plus Equity Strategy Fund | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026028870/ |
| EEE | Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024016/ |
| XXX | Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024018/ |
| APUE | ActivePassive U.S. Equity ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1141819/000119312526320601/ |
| SFY | Sofi Select 500 ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003230/ |
| GSWO | Goldman Sachs ActiveBeta World Equity ETF | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1479026/000094040026028072/ |
| TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1491978/000207169126023441/ |
| VT | Vanguard Total World Stock ETF | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/857489/000085748926000275/ |
| AVLC | Avantis U.S. Large Cap Equity ETF | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324099/ |
| EQL | ALPS Equal Sector Weight ETF | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1414040/000104916926001875/ |
| SPUT | Innovator Equity Premium Income - Daily PutWrite ETF | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1415726/000089418926028281/ |
| NPFE | NPF Core Equity ETF | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1936157/000193615726000486/ |
| DFAL | Dimensional US Large Cap Core Equity Market ETF | 0.02% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1816125/000100472626009187/ |
| AVSU | Avantis Responsible U.S. Equity ETF | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324011/ |
| AVUS | Avantis U.S. Equity ETF | 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324013/ |
| XCHG | AB US Equity ETF | 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1496608/000141036826074962/ |
| AVTM | Avantis Total Equity Markets ETF | under 0.01% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1710607/000119312526324016/ |
| FMDE | Fidelity Enhanced Mid Cap Core ETF | under 0.01% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/945908/000003540226005387/ |

## 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.

| Quarter | ETFs holding it | Largest weight |
| --- | --- | --- |
| Q2 2020 | 101 | CSD 7.67% |
| Q4 2020 | 115 | CSD 7.43% |
| Q4 2021 | 157 | CSD 7.02% |
| Q4 2022 | 174 | CSD 7.46% |
| Q4 2023 | 203 | CSD 7.60% |
| Q4 2024 | 211 | CWS 4.02% |
| Q4 2025 | 235 | KAT 3.49% |
| Q2 2026 | 241 | KAT 3.29% |

OTIS in the SEC reports (Form N-PORT) of today's US stock ETFs, Q2 2020 to Q2 2026, every quarter in https://tickerinside.com/api/v1/sec/otis.json (etf_holders_since_2019). How these are counted: https://tickerinside.com/how-the-numbers-are-produced/#sec-history

## 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.

| ETF | Name | Notional exposure, not shares held | Instruments | Period of the filing |
| --- | --- | --- | --- | --- |
| IALT | iShares Systematic Alternatives Active ETF | Direction not stated | swap | 2026-07-31 |

## 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.

| ETF | Name | Kind of ETF | Held outright | Holdings dated | Source |
| --- | --- | --- | --- | --- | --- |
| LBAY | Leatherback Long/short Alternative Yield ETF | Multi-asset | 3.00% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1742912/000200032426003227/ |
| DUSL | Direxion Daily Industrials Bull 3X Shares | Derivative-based | 0.36% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404502/ |
| UXI | ProShares Ultra Industrials | Derivative-based | 0.32% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017407/ |
| AEMV | Harbor AlphaEdge Mid Cap Value ETF | Sponsor's file | 0.30% | 2026-10-15 | https://www.harborcapital.com/etf/aemv/ |
| CSM | ProShares Large Cap Core Plus | Derivative-based | 0.28% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017365/ |
| URSP | ProShares Ultra S&P 500 Equal Weight | Derivative-based | 0.06% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017345/ |
| AAUB | Alpha Architect US Equity 4 ETF | Sponsor's file | 0.06% | 2026-09-30 | https://funds.alphaarchitect.com/aaub/ |
| SPUU | Direxion Daily S&P 500 Bull 2X Shares | Derivative-based | 0.04% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404474/ |
| ISPY | ProShares S&P 500 High Income ETF | Derivative-based | 0.04% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017364/ |
| JPFP | JPMorgan Managed Futures Plus ETF | Derivative-based | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1485894/000207169126023567/ |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | Derivative-based | 0.03% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1424958/000119312526404527/ |
| FB | ProShares S&P 500 Dynamic Buffer ETF | Derivative-based | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017413/ |
| SSS | Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF | Multi-asset | 0.03% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1345125/000089418926024015/ |
| SSO | ProShares Ultra S&P500 | Derivative-based | 0.03% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017379/ |
| NTSD | WisdomTree Efficient U.S. Plus International Equity Fund | Derivative-based | 0.02% | 2026-06-30 | https://www.sec.gov/Archives/edgar/data/1350487/000094040026036218/ |
| UPRO | ProShares UltraPro S&P500 | Derivative-based | 0.02% | 2026-05-31 | https://www.sec.gov/Archives/edgar/data/1174610/000207169126017443/ |
| CSHP | iShares Dynamic Short-Term Active ETF | Fixed income | 0.01% | 2026-07-31 | https://www.sec.gov/Archives/edgar/data/1761055/000141036826099885/ |

## Key figures

| Measure | Value |
| --- | --- |
| Last close, 2026-10-15 | 70.4 USD (+1.87% on the day) |
| Total return, 1 year | -21.2% |
| Total return, 3 years | -4.1% |
| Total return, 5 years | -10.7% |
| Volatility, annualised | 19.6% |
| Worst fall, 3 years | -37.2% |
| Beta against SPY | 0.57 |
| Market cap | $27.2B |
| Price to earnings, trailing | 18.3 |
| Dividend yield | 2.41% |
| US stock ETFs holding it | 252 |
| Broad ETFs holding it, 500 positions or more | 106 of 311 |
| $100 three years ago became | $96 |

## How has OTIS done, year by year?

| Year | Total return |
| --- | --- |
| 2026 | -18.0% |
| 2025 | -4.0% |
| 2024 | 5.2% |
| 2023 | 16.0% |
| 2022 | -8.8% |

## What would diversify OTIS?

The stocks that have moved least like OTIS, among those held by ten or more covered ETFs, closed-end funds left out. A measurement of co-movement, not a suggestion.

| Ticker | Name | Correlation, 104 weeks | Reads as |
| --- | --- | --- | --- |
| AKAM | Akamai Technologies | -0.16 | moves the opposite way |
| NRGV | Energy Vault Holdings, Inc. | -0.14 | moves the opposite way |
| RLMD | Relmada Therapeutics, Inc. | -0.13 | moves the opposite way |
| CF | CF Industries | -0.13 | moves the opposite way |
| DEC | Diversified Energy Company | -0.12 | moves the opposite way |
| VIAV | Viavi Solutions Inc. | -0.12 | moves the opposite way |

## What moves with OTIS?

| Ticker | Name | Correlation, 104 weeks | Reads as |
| --- | --- | --- | --- |
| CCK | Crown Holdings, Inc. | 0.58 | loosely linked |
| LKQ | LKQ Corporation | 0.56 | loosely linked |
| TXT | Textron | 0.56 | loosely linked |
| GGG | Graco Inc. | 0.55 | loosely linked |
| ECL | Ecolab | 0.53 | loosely linked |
| ITW | Illinois Tool Works | 0.53 | loosely linked |

## 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%.

| ETF | Name | Weight | Rank in the ETF | Positions | Holdings dated |
| --- | --- | --- | --- | --- | --- |
| KAT | Scharf ETF | 3.29% | #14 | 33 | SEC filing, 2026-06-30 |
| MVAL | VanEck Morningstar Wide Moat Value ETF | 2.86% | #12 | 45 | SEC filing, 2026-06-30 |
| YLDE | Franklin ClearBridge Enhanced Income ETF | 2.43% | #13 | 50 | SEC filing, 2026-06-30 |
| MOAT | VanEck Morningstar Wide Moat ETF | 2.24% | #18 | 55 | SEC filing, 2026-06-30 |
| DIVS | Guinness Atkinson Dividend Builder ETF | 2.23% | #32 | 35 | SEC filing, 2026-06-30 |
| SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 2.08% | #17 | 65 | SEC filing, 2026-06-30 |
| POWA | Invesco Bloomberg Pricing Power ETF | 1.99% | #25 | 50 | issuer file, 2026-10-15 |
| UPGD | Invesco Bloomberg Analyst Rating Improvers ETF | 1.98% | #27 | 50 | issuer file, 2026-10-15 |
| BLDX | Impax Global Sustainable Infrastructure ETF | 1.97% | #27 | 38 | SEC filing, 2026-06-30 |
| AQEC | AQE Core ETF | 1.45% | #50 | 64 | SEC filing, 2026-06-30 |

## 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

    <a href="https://tickerinside.com/stock/otis/">TickerInside</a> (https://tickerinside.com/stock/otis/)

Method: https://tickerinside.com/how-the-numbers-are-produced/