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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Ron Wyden · $50.0K–$100K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2020-08-29Ron Wyden D–ORPurchase · SP (spouse-owned)Traded 07-30 +30d$15K–$50K
2020-07-31Ron Wyden D–ORPurchase · SP (spouse-owned)Traded 07-20 +11d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing OSK in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
466VANGUARD GROUP INC$01
467CITIZENS FINANCIAL GROUP INC/RI$01
468HARBOUR INVESTMENTS, INC.$01
469Brandywine Global Investment Management, LLC$01
470COMERICA BANK$01
471ELKHORN PARTNERS LIMITED PARTNERSHIP$01
472VIRGINIA RETIREMENT SYSTEMS ET Al$01
473D. E. Shaw & Co., Inc.$01
474CLARK ESTATES INC/NY$01
475SCHRODER INVESTMENT MANAGEMENT GROUP$01
476TRUST CO OF VERMONT$01
477AVIVA PLC$01
478NOMURA HOLDINGS INC$01
479STEINBERG ASSET MANAGEMENT LLC$01
480TWO SIGMA INVESTMENTS, LP$01
481HUSSMAN STRATEGIC ADVISORS, INC.$01
482CIBC Private Wealth Group LLC$01
483Graham Capital Management, L.P.$01
484Southpoint Capital Advisors LP$01
485River Road Asset Management, LLC$01
486LEVIN CAPITAL STRATEGIES, L.P.$01
487NORGES BANK$01
488ALPS ADVISORS INC$01
489PRELUDE CAPITAL MANAGEMENT, LLC$01
490Walleye Trading LLC$01
491Capital World Investors$01
492Ruffer LLP$01
493Verition Fund Management LLC$01
494TCTC Holdings, LLC$01
495SIMPLEX TRADING, LLC$01
496Brevan Howard Capital Management LP$01
497Quantbot Technologies LP$01
498Edgestream Partners, L.P.$01
499HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
500HITE Hedge Asset Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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