Public record / Tickers / OSK

OSK — OSHKOSH CORP†

Both disclosure regimes on one name: who in Congress filed about OSK, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming OSK
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Ron Wyden · $50.0K–$100K

BUY · traded 2020-07-13 → filed 2020-07-31. Ranked over every OSK row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OSK · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OSK
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2020-08-29Ron Wyden D–ORBUY SP (spouse-owned)Traded 07-30 +30d$15K–$50K
2020-07-31Ron Wyden D–ORBUY SP (spouse-owned)Traded 07-20 +11d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in OSK

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing OSK in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · OSK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $19.2M held
Trimming
1 Bridgewater Associates $2.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · OSHKOSH CORP

Merged timeline of congressional filings and notable-manager moves on OSK
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+45,336 sh
2026-05-15Bridgewater Associates 13FTRIM−49,614 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of OSK for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2Aristotle Capital Management, LLC$736M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$625M1
4DIMENSIONAL FUND ADVISORS LP$449M1
5VANGUARD CAPITAL MANAGEMENT LLC$413M1
6STATE STREET CORP$309M1
7FMR LLC$291M1
8Invesco Ltd.$251M1
9Capital Research Global Investors$206M1
10AQR CAPITAL MANAGEMENT LLC$193M1
11FIRST TRUST ADVISORS LP$190M1
12GEODE CAPITAL MANAGEMENT, LLC$187M1
13BANK OF AMERICA CORP /DE/$144M1
14MORGAN STANLEY$128M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$103M1
16ALLIANCEBERNSTEIN L.P.$102M1
17Bank of New York Mellon Corp$92.7M1
18EQUITY INVESTMENT CORP$89.4M1
19NORTHERN TRUST CORP$88.9M1
20AMERICAN CENTURY COMPANIES INC$85.2M1
21PANAGORA ASSET MANAGEMENT INC$74.7M1
22TRUIST FINANCIAL CORP$68.0M1
23RAYMOND JAMES FINANCIAL INC$65.3M1
24PZENA INVESTMENT MANAGEMENT LLC$64.6M1
25SEI INVESTMENTS CO$59.5M1
26VANGUARD FIDUCIARY TRUST CO$57.9M1
27FRANKLIN RESOURCES INC$56.3M1
28UBS Group AG$50.1M1
29LAZARD ASSET MANAGEMENT LLC$46.5M1
30ROYAL BANK OF CANADA$46.1M1
31Capital International Investors$44.2M1
32VICTORY CAPITAL MANAGEMENT INC$41.7M1
33BOWEN HANES & CO INC$40.8M1
34ENVESTNET ASSET MANAGEMENT INC$40.2M1
35WASATCH ADVISORS LP$38.4M1
36Bragg Financial Advisors, Inc$37.9M1
37MILLENNIUM MANAGEMENT LLC$36.9M1
38Lodge Hill Capital, LLC$35.3M1
39CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$29.2M1
40NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$27.0M1
41RHUMBLINE ADVISERS$25.8M1
42UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$24.6M1
43Federation des caisses Desjardins du Quebec$22.7M1
44Allianz Asset Management GmbH$21.4M1
45PRINCIPAL FINANCIAL GROUP INC$20.8M1
46CIBC Bancorp USA Inc.$20.8M1
47ATLANTIC INVESTMENT MANAGEMENT, INC.$20.1M1
48Skylands Capital, LLC$19.8M1
49Gotham Asset Management, LLC$19.2M1
50AMERIPRISE FINANCIAL INC$18.7M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$18.6M1
52CITIGROUP INC$18.6M1
53Swiss National Bank$18.4M1
54M&G Plc$18.4M1
55Point72 Asset Management, L.P.$18.2M1
56KENNEDY CAPITAL MANAGEMENT LLC$18.2M1
57Retirement Systems of Alabama$17.1M1
58HORIZON KINETICS ASSET MANAGEMENT LLC$17.0M1
59HighTower Advisors, LLC$16.9M1
60GW HENSSLER & ASSOCIATES LTD$16.2M1
61Quantinno Capital Management LP$15.1M1
62SYSTEMATIC FINANCIAL MANAGEMENT LP$14.8M1
63Nuveen, LLC$14.5M1
64Cerity Partners LLC$13.8M1
65Universal- Beteiligungs- und Servicegesellschaft mbH$13.1M1
66Legal & General Group Plc$12.9M1
67IEQ CAPITAL, LLC$12.5M1
68WELLS FARGO & COMPANY/MN$11.8M1
69WEDGE CAPITAL MANAGEMENT L L P/NC$11.3M1
70Empowered Funds, LLC$11.0M1
71VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.3M1
72Covea Finance$10.2M1
73JUPITER ASSET MANAGEMENT LTD$9.9M1
74Advisors Asset Management, Inc.$9.8M1
75NISA INVESTMENT ADVISORS, LLC$9.6M1
76STIFEL FINANCIAL CORP$9.5M1
77BAHL & GAYNOR INC$8.5M1
78PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$8.5M1
79Sterling Capital Management LLC$8.5M1
80Baker Ellis Asset Management LLC$8.3M1
81Allspring Global Investments Holdings, LLC$8.3M1
82STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.3M1
83Y-Intercept (Hong Kong) Ltd$8.0M1
84ALTRINSIC GLOBAL ADVISORS LLC$7.9M1
85Baird Financial Group, Inc.$7.6M1
86Man Group plc$7.6M1
87GHP Investment Advisors, Inc.$7.4M1
88VANGUARD ASSET MANAGEMENT, Ltd$7.4M1
89STATE OF WISCONSIN INVESTMENT BOARD$7.1M1
90MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.9M1
91TOWLE & CO$6.7M1
92Parcion Private Wealth LLC$6.5M1
93NEW YORK STATE COMMON RETIREMENT FUND$6.5M1
94Kessler Investment Group, LLC$6.4M1
95NICOLET BANKSHARES INC$6.4M1
96WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.3M1
97RENAISSANCE TECHNOLOGIES LLC$6.3M1
98Kingsview Wealth Management, LLC$6.3M1
99Corient Private Wealth LLC$6.2M1
100CWM, LLC$5.8M1
101D.A. DAVIDSON & CO.$5.8M1
102VOYA INVESTMENT MANAGEMENT LLC$5.6M1
103GUARDIAN CAPITAL LP$5.5M1
104SCOPUS ASSET MANAGEMENT, L.P.$5.1M1
105XTX Topco Ltd$4.9M1
106PUBLIC SECTOR PENSION INVESTMENT BOARD$4.9M1
107MAIRS & POWER INC$4.9M1
108HSBC HOLDINGS PLC$4.8M1
109Amundi$4.7M1
110Midwest Professional Planners, LTD.$4.6M1
111MetLife Investment Management, LLC$4.6M1
112SOUTHERNSUN ASSET MANAGEMENT, LLC$4.6M1
113New Age Alpha Advisors, LLC$4.5M1
114Vanguard Global Advisers, LLC$4.4M1
115LPL Financial LLC$4.3M1
116Janus Henderson Group Ltd.$4.1M1
117BARCLAYS PLC$3.8M1
118BURNEY CO/$3.7M1
119Pathstone Holdings, LLC$3.6M1
120FIFTH THIRD BANCORP$3.6M1
121MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.6M1
122Mariner, LLC$3.5M1
123Expect Equity LLC$3.4M1
124GUGGENHEIM CAPITAL LLC$3.4M1
125State of New Jersey Common Pension Fund D$3.3M1
126Creative Planning$3.3M1
127Future Fund LLC$3.2M1
128BALYASNY ASSET MANAGEMENT L.P.$3.2M1
129Stablepoint Partners, LLC$3.1M1
130Grantham, Mayo, Van Otterloo & Co. LLC$3.0M1
131Tidal Investments LLC$2.9M1
132YOUSIF CAPITAL MANAGEMENT, LLC$2.9M1
133OSAIC HOLDINGS, INC.$2.9M1
134Bridgewater Associates, LP$2.9M1
135Riggs Asset Managment Co. Inc.$2.9M1
136Oak Thistle LLC$2.8M1
137Waverly Advisors, LLC$2.7M1
138Monument Capital Management$2.7M1
139Portolan Capital Management, LLC$2.7M1
140BANK OF MONTREAL /CAN/$2.6M1
141Arizona State Retirement System$2.6M1
142M&T BANK CORP$2.5M1
143Summit Trail Advisors, LLC$2.5M1
144Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
145Vanguard Investments Australia, Ltd.$2.4M1
146COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.3M1
147COLDSTREAM CAPITAL MANAGEMENT INC$2.3M1
148Rockefeller Capital Management L.P.$2.3M1
149STATE OF MICHIGAN RETIREMENT SYSTEM$2.2M1
150COMMONWEALTH EQUITY SERVICES, LLC$2.1M1
151Eurizon Capital SGR S.p.A.$2.1M1
152NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.1M1
153FIRST BUSINESS FINANCIAL SERVICES, INC.$2.1M1
154DAVIS R M INC$2.0M1
155Pallas Capital Advisors LLC$2.0M1
156Alessandra Capital Management, LLC$2.0M1
157O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.0M1
158OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.9M1
159INTECH INVESTMENT MANAGEMENT LLC$1.9M1
160LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.9M1
161Mitsubishi UFJ Trust & Banking Corp$1.8M1
162Richard Bernstein Advisors LLC$1.8M1
163Atom Investors LP$1.8M1
164CANADA PENSION PLAN INVESTMENT BOARD$1.8M1
165Ameritas Investment Partners, Inc.$1.7M1
166Numerai GP LLC$1.7M1
167Vanguard Personalized Indexing Management, LLC$1.7M1
168Callan Family Office, LLC$1.7M1
169Sanctuary Advisors, LLC$1.6M1
170DUMONT & BLAKE INVESTMENT ADVISORS LLC$1.6M1
171MERCER GLOBAL ADVISORS INC /ADV$1.6M1
172Cetera Investment Advisers$1.6M1
173Empirical Finance, LLC$1.5M1
174Pictet Asset Management Holding SA$1.5M1
175DAVENPORT & Co LLC$1.5M1
176Focus Partners Advisor Solutions, LLC$1.5M1
177DEUTSCHE BANK AG\$1.5M1
178Vestmark Advisory Solutions, Inc.$1.5M1
179ABN AMRO INVESTMENT SOLUTIONS$1.4M1
180Beacon Pointe Advisors, LLC$1.4M1
181BLAIR WILLIAM & CO/IL$1.3M1
182Assenagon Asset Management S.A.$1.3M1
183Squarepoint Ops LLC$1.3M1
184Waterfront Wealth Inc.$1.3M1
185Focus Partners Wealth$1.3M1
186True North Advisors, LLC$1.3M1
187Weiss Asset Management LP$1.3M1
188MAVERICK CAPITAL LTD$1.3M1
189Susquehanna Portfolio Strategies, LLC$1.2M1
190N.E.W. Advisory Services LLC$1.2M1
191Kaydan Wealth Management, Inc.$1.2M1
192Merit Financial Group, LLC$1.2M1
193MAI Capital Management$1.2M1
194Atria Investments, Inc$1.1M1
195XPONANCE LLC$1.1M1
196TEACHER RETIREMENT SYSTEM OF TEXAS$1.1M1
197Mutual Advisors, LLC$1.1M1
198Ashton Thomas Private Wealth, LLC$1.1M1
199NOMURA ASSET MANAGEMENT CO LTD$1.1M1
200CSS LLC/IL$1.1M1
201Dynamic Technology Lab Private Ltd$1.1M1
202WORLDQUANT MILLENNIUM ADVISORS LLC$1.0M1
20317 CAPITAL PARTNERS, LLC$1.0M1
204PEAK6 LLC$1.0M1
205Illinois Municipal Retirement Fund$1.0M1
206QUADRANT CAPITAL GROUP LLC$990K1
207OPPENHEIMER ASSET MANAGEMENT INC.$928K1
208Gallo Partners, LP$919K1
209KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$893K1
210Nierenberg Investment Management Company, LLC$846K1
211GROUPAMA ASSET MANAGMENT$830K1
212Jefferies Financial Group Inc.$818K1
213Vident Advisory, LLC$815K1
214MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$807K1
215FEDERATED HERMES, INC.$803K1
216Argyle Capital Partners, LLC$781K1
217KEYBANK NATIONAL ASSOCIATION/OH$734K1
218Orion Porfolio Solutions, LLC$729K1
219&PARTNERS$718K1
220Atlantic Union Bankshares Corp$710K1
221Cambria Investment Management, L.P.$700K1
222SECURIAN ASSET MANAGEMENT, INC$691K1
223MACKENZIE FINANCIAL CORP$682K1
224COMMERCE BANK$681K1
225Savant Capital, LLC$674K1
226JANE STREET GROUP, LLC$670K1
227Twin Tree Management, LP$666K1
228McGlone Suttner Wealth Management, Inc.$659K1
229Richwood Investment Advisors, LLC$639K1
230Fieldview Capital Management, LLC$621K1
231Ensign Peak Advisors, Inc$619K1
232BRADLEY FOSTER & SARGENT INC/CT$604K1
233Uncommon Cents Investing LLC$601K1
234WHITE PINE CAPITAL LLC$595K1
235WRIGHT INVESTORS SERVICE INC$594K1
236Register Financial Advisors LLC$594K1
237Swiss Life Asset Management Ltd$592K1
238EP Wealth Advisors, LLC$583K1
239US BANCORP \DE\$582K1
240QRG CAPITAL MANAGEMENT, INC.$569K1
241True Vision MN LLC$568K1
242Precision Wealth Strategies, LLC$561K1
243PRUDENTIAL FINANCIAL INC$551K1
244MIRABELLA FINANCIAL SERVICES LLP$544K1
245Krilogy Financial LLC$533K1
246Bull Harbor Capital LLC$531K1
247Centiva Capital, LP$523K1
248HANCOCK WHITNEY CORP$507K1
249Wealthspire Advisors, LLC$499K1
250Utah Retirement Systems$498K1
251SUSQUEHANNA INTERNATIONAL GROUP, LLP$493K1
252Leonteq Securities AG$486K1
253CI INVESTMENTS INC.$478K1
254MML INVESTORS SERVICES, LLC$477K1
255Corient IA LLC$474K1
256BOOTHBAY FUND MANAGEMENT, LLC$471K1
257Chicago Partners Investment Group LLC$466K1
258Maryland State Retirement & Pension System$459K1
259Annex Advisory Services, LLC$425K1
260K.J. Harrison & Partners Inc$412K1
261KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$411K1
262NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$406K1
263HB Wealth Management, LLC$403K1
264Kaufman Rossin Wealth, LLC$400K1
265Brooklyn Investment Group$397K1
266EVOLVE PRIVATE WEALTH, LLC$396K1
267ADVISORTRUST PARTNERS, LLC$394K1
268AE Wealth Management LLC$392K1
269EVERGREEN CAPITAL MANAGEMENT LLC$390K1
270Mitsubishi UFJ Asset Management Co., Ltd.$388K1
271Kera Capital Partners, Inc.$378K1
272ProShare Advisors LLC$373K1
273DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$368K1
274Orange Investment Advisors, Inc.$362K1
275RITHOLTZ WEALTH MANAGEMENT$358K1
276INTEGRITY ALLIANCE, LLC.$354K1
277IMC-Chicago, LLC$342K1
278Confluence Wealth Services, Inc.$342K1
279Linden Thomas Advisory Services, LLC$339K1
280Private Advisor Group, LLC$335K1
281Tower Research Capital LLC (TRC)$334K1
282Sequoia Financial Advisors, LLC$327K1
283FORTRESS FINANCIAL GROUP, LLC$325K1
284Gibbs Wealth Management$322K1
285Y.D. More Investments Ltd$318K1
286EASTERN BANK$317K1
287GC Wealth Management RIA, LLC$315K1
288SHELTON CAPITAL MANAGEMENT$314K1
289Ameritas Advisory Services, LLC$314K1
290GATEWAY INVESTMENT ADVISERS LLC$312K1
291Moors & Cabot, Inc.$309K1
292Crossmark Global Holdings, Inc.$307K1
293State of Wyoming$305K1
294Third View Private Wealth, LLC$304K1
295CITADEL ADVISORS LLC$304K1
296Concentric Capital Strategies, LP$300K1
297NewEdge Advisors, LLC$299K1
298CIBC Asset Management Inc$299K1
299OP Asset Management Ltd$295K1
300Frisch Financial Group, Inc.$294K1
301SILVERLAKE WEALTH MANAGEMENT LLC$294K1
302PERSONAL CFO SOLUTIONS, LLC$293K1
303LSV ASSET MANAGEMENT$293K1
304Compound Planning, Inc.$291K1
305Paragon Capital Management Ltd$291K1
306Peterson Wealth Services$289K1
307NEW WAVE WEALTH ADVISORS LLC$286K1
308Kestra Advisory Services, LLC$282K1
309EVOKE WEALTH, LLC$280K1
310ASSOCIATED BANC-CORP$277K1
311Sivia Capital Partners, LLC$277K1
312Laird Norton Wetherby Trust Company, LLC$271K1
313North Dakota State Investment Board$270K1
314FIDELIS CAPITAL PARTNERS, LLC$270K1
315NorthRock Partners, LLC$269K1
316World Investment Advisors$266K1
317CGN Advisors LLC$266K1
318TritonPoint Partners, LLC$266K1
319Pinnacle Financial Partners, Inc.$261K1
320Concurrent Investment Advisors, LLC$261K1
321Caitlin John, LLC$256K1
322Portside Wealth Group, LLC$256K1
323FOUNDERS FINANCIAL SECURITIES LLC$252K1
324SYM FINANCIAL Corp$252K1
325ISLAY CAPITAL MANAGEMENT, LLC$250K1
326UNITED CAPITAL FINANCIAL ADVISORS, LLC$249K1
327BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$246K1
328DENALI ADVISORS LLC$236K1
329HARRIS ASSOCIATES L P$232K1
330POINCIANA ADVISORS GROUP, LLC$230K1
331Allworth Financial LP$230K1
332EARNED WEALTH ADVISORS, LLC$230K1
333Allegiance Financial Group Advisory Services LLC$217K1
334Addison Capital Co$215K1
335Meiji Yasuda Asset Management Co Ltd.$215K1
336AVAII WEALTH MANAGEMENT, LLC$214K1
337Candriam S.C.A.$213K1
338Ethic Inc.$212K1
339EVERPAR ADVISORS LLC$212K1
340Perigon Wealth Management, LLC$210K1
341Mach-1 Financial Group, LLC$210K1
342STEPHENS INC /AR/$208K1
343Independent Advisor Alliance$207K1
344Magnus Financial Group LLC$206K1
345MINDSET WEALTH MANAGEMENT, LLC$206K1
346INCEPTIONR LLC$205K1
347HM PAYSON & CO$202K1
348BNP Paribas Asset Management Holding S.A.$198K1
349Steward Partners Investment Advisory, LLC$191K1
350DANSKE BANK A/S$185K1
351Smartleaf Asset Management LLC$170K1
352CANADA LIFE ASSURANCE Co$141K1
353TD Waterhouse Canada Inc.$129K1
354UMB Bank, n.a.$122K1
355Curat Global, LLC$104K1
356GROUP ONE TRADING LLC$104K1
357SIGNATUREFD, LLC$100K1
358Quarry LP$98.2K1
359MONTAG A & ASSOCIATES INC$91.3K1
360Geneos Wealth Management Inc.$79.6K1
361CENTRAL TRUST Co$66.0K1
362Mirae Asset Global Investments Co., Ltd.$64.0K1
363THRIVENT FINANCIAL FOR LUTHERANS$58.1K1
364Caldwell Trust Co$49.2K1
365Transamerica Financial Advisors, LLC$39.1K1
366Reyes Financial Architecture, Inc.$38.7K1
367Arax Advisory Partners$36.2K1
368ASSETMARK, INC$34.0K1
369True Wealth Design, LLC$32.7K1
370SOUTHERN MICHIGAN BANK & TRUST$29.4K1
371Tower View Wealth Management LLC$29.4K1
372Basecamp Wealth Advisors LLC$25.6K1
373Winch Advisory Services, LLC$23.0K1
374MBM WEALTH CONSULTANTS, LLC$22.1K1
375Destiny Wealth Partners, LLC$21.3K1
376Bangor Savings Bank$18.1K1
377Parkside Financial Bank & Trust$17.5K1
378Financial Perspectives, Inc$17.3K1
379SJS Investment Consulting Inc.$14.9K1
380CVA Family Office, LLC$14.0K1
381Sachetta, LLC$13.7K1
382Owl Creek Wealth Partners LLC$12.5K1
383WealthCollab, LLC$12.1K1
384Abound Wealth Management$11.6K1
385Global X Japan Co., Ltd.$11.5K1
386NEW YORK STATE TEACHERS RETIREMENT SYSTEM$11.4K1
387Accordant Advisory Group Inc$11.0K1
388Bell Investment Advisors, Inc$10.7K1
389Elequin Capital, LP$10.7K1
390NBT BANK, N.A.$9.6K1
391WPG Advisers, LLC$9.1K1
392State of Alaska, Department of Revenue$7.4K1
393COUNTRY TRUST BANK$7.4K1
394Greenwich Wealth Management LLC$7.2K1
395Salomon & Ludwin, LLC$6.8K1
396JFS WEALTH ADVISORS, LLC$6.6K1
397Keating Financial Advisory Services, Inc.$6.5K1
398MEEDER ASSET MANAGEMENT INC$6.3K1
399Spire Wealth Management$5.6K1
400Signature Equity Partners, LLC$5.6K1
401WEBSTER BANK, N. A.$5.0K1
402Plato Investment Management Ltd$4.9K1
403Blue Trust, Inc.$4.7K1
404AMALGAMATED BANK$4.6K1
405Dogwood Wealth Management LLC$4.4K1
406ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.1K1
407CHILTON CAPITAL MANAGEMENT LLC$4.0K1
408Treasurer of the State of North Carolina$4.0K1
409Physician Wealth Advisors, Inc.$3.8K1
410CALDWELL SUTTER CAPITAL, INC.$3.7K1
411Mathes Company, Inc.$3.7K1
412Larson Financial Group LLC$3.6K1
413St. Johns Investment Management Company, LLC$3.4K1
414MATHER GROUP, LLC.$3.2K1
415Clearstead Trust, LLC$3.2K1
416Pinnacle Wealth Planning Services, Inc.$3.2K1
417Rialto Wealth Management, LLC$3.2K1
418Nemes Rush Group LLC$3.1K1
419TD Capital Management LLC$3.0K1
420Clearstead Advisors, LLC$2.9K1
421Addison Advisors LLC$2.8K1
422VAN ECK ASSOCIATES CORP$2.7K1
423Financial Network Wealth Advisors LLC$2.7K1
424TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.6K1
425South Dakota Investment Council$2.6K1
426Manchester Capital Management LLC$2.5K1
427Granite FO LLC$2.4K1
428DiNuzzo Private Wealth, Inc.$2.2K1
429JPL Wealth Management, LLC$2.2K1
430NEW MEXICO EDUCATIONAL RETIREMENT BOARD$2.0K1
431Elevated Capital Advisors, LLC$1.9K1
432PICTON MAHONEY ASSET MANAGEMENT$1.8K1
433AMICA MUTUAL INSURANCE CO$1.6K1
434NATIXIS ADVISORS, LLC$1.5K1
435SouthState Bank Corp$1.5K1
436Glass Jacobson Investment Advisors llc$1.5K1
437Walleye Capital LLC$1.5K1
438Cromwell Holdings LLC$1.5K1
439INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.3K1
440Retirement Wealth Solutions LLC$1.3K1
441Advocate Investing Services LLC$1.3K1
442Vestcor Inc$1.2K1
443Penserra Capital Management LLC$1.2K1
444ELEVATION WEALTH PARTNERS, LLC$1.2K1
445Redwood Investment Management, LLC$1.1K1
446Cassaday & Co Wealth Management LLC$8841
447Private Wealth Management Group, LLC$8841
448PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8201
449SBI Securities Co., Ltd.$7361
450HFM Investment Advisors, LLC$7361
451Vermillion Wealth Management, Inc.$5891
452Quaker Wealth Management, LLC$4421
453American Capital Advisory, LLC$4421
454KBC Group NV$3091
455Claret Asset Management Corp$2991
456SlateStone Wealth, LLC$2651
457Investors Portfolio Services LLC$2531
458Virtu Financial LLC$2231
4593 FACTOR INDEXING, LLC$1481
460Raleigh Capital Management Inc.$1011
461CX Institutional$461
462Smithfield Trust Co$221
463VALLEY NATIONAL ADVISERS INC$31
464Avion Wealth$01
465BANK OF NOVA SCOTIA— value not disclosed1
466VANGUARD GROUP INC— value not disclosed1
467CITIZENS FINANCIAL GROUP INC/RI— value not disclosed1
468HARBOUR INVESTMENTS, INC.— value not disclosed1
469Brandywine Global Investment Management, LLC— value not disclosed1
470COMERICA BANK— value not disclosed1
471ELKHORN PARTNERS LIMITED PARTNERSHIP— value not disclosed1
472VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
473D. E. Shaw & Co., Inc.— value not disclosed1
474CLARK ESTATES INC/NY— value not disclosed1
475SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
476TRUST CO OF VERMONT— value not disclosed1
477AVIVA PLC— value not disclosed1
478NOMURA HOLDINGS INC— value not disclosed1
479STEINBERG ASSET MANAGEMENT LLC— value not disclosed1
480TWO SIGMA INVESTMENTS, LP— value not disclosed1
481HUSSMAN STRATEGIC ADVISORS, INC.— value not disclosed1
482CIBC Private Wealth Group LLC— value not disclosed1
483Graham Capital Management, L.P.— value not disclosed1
484Southpoint Capital Advisors LP— value not disclosed1
485River Road Asset Management, LLC— value not disclosed1
486LEVIN CAPITAL STRATEGIES, L.P.— value not disclosed1
487NORGES BANK— value not disclosed1
488ALPS ADVISORS INC— value not disclosed1
489PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
490Walleye Trading LLC— value not disclosed1
491Capital World Investors— value not disclosed1
492Ruffer LLP— value not disclosed1
493Verition Fund Management LLC— value not disclosed1
494TCTC Holdings, LLC— value not disclosed1
495SIMPLEX TRADING, LLC— value not disclosed1
496Brevan Howard Capital Management LP— value not disclosed1
497Quantbot Technologies LP— value not disclosed1
498Edgestream Partners, L.P.— value not disclosed1
499HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
500HITE Hedge Asset Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 464 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on OSK

RETAINED WINDOW · ACTIVE HITS

Zero hits on OSK in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for OSK · financials and macro

Financials — as filed PLANNED

OSK's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: OSK on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing