OSK · Oshkosh Corp · Held by Funds

$133.42 -4.52 (-3.27%) Earnings today Q2 2026 earnings call transcript

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$8.60B

62.35M

Volume · Oct 29 744.89K Avg daily vol (3M) 653.03K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of OSK by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 23.65% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	3.22%	+0.43 pp	2,006,812	92
Index ETFs	20.43%	+0.02 pp	12,737,018	117
Active ETFs	2.11%	+0.19 pp	1,316,331	36
Active funds	22.58%	+7.46 pp	14,079,060	210
Unclassified	0.93%	+0.04 pp	582,505	26
All registered funds	49.27%	+8.13 pp	30,721,726	481

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding OSK

512 fund positions

Fund	Ticker	Balance	Value	% of Fund	Side	Reported
iShares Core S&P Mid-Cap ETF	IJH	2,133,759	$327,489,331	0.26%	Long	2026-06-30
VANGUARD TOTAL STOCK MARKET INDEX FUND	—	1,981,094	$304,058,307	0.01%	Long	2026-06-30
SMALLCAP World Fund Inc	—	1,977,273	$303,471,860	0.32%	Long	2026-06-30
VANGUARD SMALL-CAP INDEX FUND	—	1,430,453	$219,545,926	0.12%	Long	2026-06-30
First Trust RBA American Industrial Renaissance ETF	AIRR	1,196,393	$183,622,398	1.60%	Long	2026-06-30
VANGUARD EQUITY INCOME FUND	—	964,706	$148,063,077	0.23%	Long	2026-06-30
VANGUARD SMALL-CAP VALUE INDEX FUND	—	905,825	$139,026,021	0.21%	Long	2026-06-30
Invesco Small Cap Value Fund	—	803,527	$114,430,280	1.03%	Long	2026-07-31
VANGUARD EXTENDED MARKET INDEX FUND	—	715,141	$109,759,841	0.11%	Long	2026-06-30
U.S. SMALL CAP VALUE PORTFOLIO	DFSVX	700,141	$99,707,080	0.51%	Long	2026-07-31
Invesco Value Opportunities Fund	—	627,454	$89,355,724	0.98%	Long	2026-07-31
Franklin Small Cap Value Fund	—	533,390	$75,960,070	1.77%	Long	2026-07-31
State Street SPDR S&P MidCap 400SM ETF Trust	MDY	479,739	$73,630,342	0.26%	Long	2026-06-30
Fidelity Value Fund	—	422,500	$60,168,225	0.57%	Long	2026-07-31
U.S. Targeted Value Portfolio	DFFVX	411,722	$58,633,330	0.35%	Long	2026-07-31
Strategic Advisers U.S. Total Stock Fund	FSAKX	367,275	$56,600,750	0.06%	Long	2026-08-31
VANGUARD SELECTED VALUE FUND	VASVX	374,331	$53,308,478	0.77%	Long	2026-07-31
VANGUARD DIVIDEND APPRECIATION INDEX FUND	—	352,777	$50,238,973	0.04%	Long	2026-07-31
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	SPMD	315,606	$48,439,209	0.26%	Long	2026-06-30
Dimensional U.S. Targeted Value ETF	DFAT	334,941	$47,698,948	0.33%	Long	2026-07-31
Fidelity Extended Market Index Fund	FSMAX	303,905	$46,834,800	0.12%	Long	2026-08-31
Schwab U.S. Small-Cap ETF	SCHA	296,757	$45,733,221	0.20%	Long	2026-08-31
iShares Russell Mid-Cap ETF	IWR	255,784	$39,257,728	0.07%	Long	2026-06-30
Dimensional US Small Cap Value ETF	DFSV	271,425	$38,653,634	0.47%	Long	2026-07-31
AQR Long-Short Equity Fund	—	239,145	$36,703,975	0.47%	Long	2026-06-30
VANGUARD HIGH DIVIDEND YIELD INDEX FUND	—	250,602	$35,688,231	0.04%	Long	2026-07-31
Mid Cap Value Fund	—	222,048	$34,079,927	0.60%	Long	2026-06-30
U.S. SMALL CAP PORTFOLIO	DFSTX	236,337	$33,656,752	0.17%	Long	2026-07-31
Fidelity Mid Cap Index Fund	FSMDX	236,004	$33,609,330	0.06%	Long	2026-07-31
AB Discovery Value Fund	—	216,412	$33,214,914	1.29%	Long	2026-06-30
FPA Queens Road Small Cap Value Fund	—	235,640	$30,633,200	2.27%	Long	2026-05-31
Pacer US Small Cap Cash Cows 100 ETF	CALF	214,782	$30,587,105	0.83%	Long	2026-07-31
EQ/Value Equity Portfolio	—	174,291	$26,750,183	1.81%	Long	2026-06-30
Schwab U.S. Mid-Cap ETF	SCHM	172,468	$26,579,043	0.18%	Long	2026-08-31
iShares S&P Mid-Cap 400 Growth ETF	IJK	171,226	$26,279,766	0.23%	Long	2026-06-30
iShares S&P Mid-Cap 400 Value ETF	IJJ	168,684	$25,889,620	0.30%	Long	2026-06-30
Dimensional U.S. Small Cap ETF	DFAS	180,872	$25,757,982	0.17%	Long	2026-07-31
Franklin Small Cap Value VIP Fund	—	164,067	$25,181,003	1.92%	Long	2026-06-30
Carillon Scout Mid Cap Fund	—	163,818	$25,142,787	0.59%	Long	2026-06-30
Fidelity Equity Dividend Income Fund	—	160,500	$24,734,655	0.29%	Long	2026-08-31
Invesco Aerospace & Defense ETF	PPA	161,302	$22,971,018	0.28%	Long	2026-07-31
iShares Russell 1000 Value ETF	IWD	139,378	$21,391,735	0.03%	Long	2026-06-30
Dimensional U.S. Core Equity 2 ETF	DFAC	133,822	$19,057,591	0.04%	Long	2026-07-31
U.S. CORE EQUITY 2 PORTFOLIO	DFQTX	132,150	$18,819,482	0.05%	Long	2026-07-31
Fidelity Total Market Index Fund	FSKAX	119,127	$18,358,662	0.01%	Long	2026-08-31
Wasatch Small Cap Value Fund	—	118,391	$18,170,651	1.30%	Long	2026-06-30
Fidelity Advisor Value Strategies Fund	—	113,000	$17,414,430	0.66%	Long	2026-08-31
Bridge Builder Large Cap Value Fund	BBVLX	109,100	$16,744,668	0.06%	Long	2026-06-30
WisdomTree U.S. Midcap Dividend Fund	DON	105,493	$16,191,066	0.41%	Long	2026-06-30
iShares U.S. Infrastructure ETF	IFRA	100,277	$15,390,514	0.33%	Long	2026-06-30

Showing 1–50 of 512 positions

Key facts CIK 775158 CUSIP 688239201 13F (30d) 171 filings 161 filers Visit website Investor relations