OSK · Oshkosh Corp · Shareholders & Ownership

$132.86 -5.07 (-3.68%) 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 29 482.59K Avg daily vol (3M) 653.03K

Every disclosed holder of OSK in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns OSK

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	603	63,537,674	101.90%	Yes
Insiders (Forms 3, 4, 5)	23	509,605	0.82%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,695,970	-2.72%	Negative
Registered funds (N-PORT, not summed)	478	29,317,335	47.02%	No

Shares outstanding: 62,351,309, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of OSK

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,953,973	9.55%	-1,607,121	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,133,759	3.42%	+39,466	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	255,784	0.41%	+16,020	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	171,226	0.27%	-6,172	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	168,684	0.27%	-5,169	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	139,378	0.22%	-4,512	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,350,323	6.98%	+104,058	Jun 30, 2026	carried, not yet filed for the newest quarter
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,379,539	5.42%	+2,015,387	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,379,539	5.42%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	239,145	0.38%	+157,963	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	64,991	0.10%	—	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	48,735	0.08%	-1	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	28,905	0.05%	0	Jun 30, 2026	AQR Funds, not summed
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,206,164	5.14%	+154,653	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,206,164	5.14%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	700,141	1.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	411,722	0.66%	+13,946	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	334,941	0.54%	+42,246	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	271,425	0.44%	+17,814	Jul 31, 2026	Dimensional ETF Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,815,376	4.52%	+6,596	Jun 30, 2026	carried, not yet filed for the newest quarter
6	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Sep 30, 2026	2,527,880	4.05%	-30,800	Sep 30, 2026
7	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,131,692	3.42%	+143,042	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	48,700	0.08%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
7.2	LSV Value Equity Fund Fund S000006448 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	32,700	0.05%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
7.3	LSV Disciplined Value ETF Fund S000089218 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	21,299	0.03%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
7.4	LSV Conservative Value Equity Fund Fund S000016708 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	3,600	0.01%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
7.5	LSV Global Value Fund Fund S000023533 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	2,600	0.00%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,084,773	3.34%	-14,373	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	315,606	0.51%	+6,645	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	51,855	0.08%	-789	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	44,387	0.07%	+75	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,846	0.04%	-200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	17,122	0.03%	+288	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,981,094	3.18%	-3,065	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	1,977,273	3.17%	+412,852	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
11	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,921,458	3.08%	+213,219	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	803,527	1.29%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
11.2	Invesco Value Opportunities Fund Fund S000027840 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	627,454	1.01%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
11.3	Invesco Aerospace & Defense ETF Fund S000003039 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	161,302	0.26%	+5,597	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.4	Invesco S&P MidCap 400 GARP ETF Fund S000060794 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	50,584	0.08%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
11.5	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	45,455	0.07%	+3,577	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
12	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,736,850	2.79%	+337,503	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,701,599	2.73%	-275,377	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	422,500	0.68%	+36,000	Jul 31, 2026	Fidelity Capital Trust, not summed
13.2	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	367,275	0.59%	+95,691	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
13.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	303,905	0.49%	-21,856	Aug 31, 2026	Fidelity Concord Street Trust, not summed
13.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	236,004	0.38%	+3,251	Jul 31, 2026	Fidelity Salem Street Trust, not summed
13.5	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · Aug 31, 2026 Fidelity Financial Trust, not summed	160,500	0.26%	-14,300	Aug 31, 2026	Fidelity Financial Trust, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,430,453	2.29%	-11,768	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,400,139	2.25%	+109,715	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	First Trust Nasdaq Transportation ETF Fund S000053948 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	55,724	0.09%	+4,736	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
15.2	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	43,317	0.07%	-7,437	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	26,844	0.04%	+2,122	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
15.4	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	9,284	0.01%	+1,962	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
15.5	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	6,333	0.01%	+122	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,277,120	2.05%	+4,763	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Aristotle Capital Management, LLC 13G CIK 860644 · Registered investment adviser · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	1,217,877	1.95%	-4,401,871	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
17.1	Aristotle Capital Management, LLC 13F CIK 860644 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,726,162	7.58%	-275,379	Jun 30, 2026	carried, not yet filed for the newest quarter
18	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,196,393	1.92%	+93,419	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
19	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	988,251	1.59%	+605,982	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Franklin Small Cap Value Fund Fund S000007356 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	533,390	0.86%	+358,097	Jul 31, 2026	Franklin Value Investors Trust, not summed
19.2	Franklin Small Cap Value VIP Fund Fund S000007315 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	164,067	0.26%	+112,494	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
19.3	Franklin Mutual Small-Mid Cap Value Fund Fund S000007354 · Registered fund · Jul 31, 2026 Franklin Value Investors Trust, not summed	31,241	0.05%	+21,575	Jul 31, 2026	Franklin Value Investors Trust, not summed
19.4	Franklin U.S. Large Cap Multifactor Index ETF Fund S000057200 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	16,337	0.03%	+6,068	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
20	VANGUARD EQUITY INCOME FUND Fund S000002579 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	964,706	1.55%	+111,796	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
21	CANADA LIFE ASSURANCE Co 13F CIK 1046192 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	955,363	1.53%	+3,070	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	905,825	1.45%	-12,584	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	883,867	1.42%	-94,743	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	858,321	1.38%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	835,651	1.34%	-33,002	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	118	0.00%	+61	Jul 31, 2026	E Trade Trust, not summed
26	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	824,869	1.32%	+15,224	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	216,412	0.35%	-4,383	Jun 30, 2026	AB TRUST, not summed
26.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	65,251	0.10%	-2,840	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
26.3	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,188	0.00%	-11	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
26.4	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	895	0.00%	0	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
26.5	AB Mid Cap Value Portfolio Fund S000084745 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	390	0.00%	+51	Jun 30, 2026	AB CAP FUND, INC., not summed
27	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	715,141	1.15%	+8,940	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	685,753	1.10%	-14,467	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	296,757	0.48%	-6,907	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	172,468	0.28%	+1,620	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	62,345	0.10%	+545	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,580	0.06%	+1,664	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	37,292	0.06%	-657	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	632,702	1.01%	+292,529	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	605,914	0.97%	-23,687	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	10,559	0.02%	+529	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	598,193	0.96%	-5,416	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,532	0.07%	+768	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	12,008	0.02%	+150	Jul 31, 2026	FlexShares Trust, not summed
32	EQUITY INVESTMENT CORP 13F CIK 1685771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,697	0.96%	-9,549	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	EIC Value Fund Fund S000031985 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	50,000	0.08%	-6,500	Jul 31, 2026	FundVantage Trust, not summed
33	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	592,037	0.95%	+13,060	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Mid Cap Value Fund Fund S000005779 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	222,048	0.36%	-6,786	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
33.2	Value Fund Fund S000005782 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	62,523	0.10%	+5,449	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
33.3	Disciplined Value Fund Fund S000005979 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	47,806	0.08%	+1,123	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
34	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,524	0.88%	+43,379	Jun 30, 2026	carried, not yet filed for the newest quarter
35	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	513,057	0.82%	+51,172	Jun 30, 2026	carried, not yet filed for the newest quarter
36	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	415,766	0.67%	-23,090	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	23,775	0.04%	0	May 31, 2026	Advisors Series Trust, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	395,050	0.63%	+2,039	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	374,331	0.60%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
39	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	352,777	0.57%	-2,300	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
40	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	347,719	0.56%	-56,437	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	27,500	0.04%	-2,300	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
40.2	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	9,617	0.02%	-100	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
40.3	SIIT LARGE CAP FUND Fund S000006767 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	6,200	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
40.4	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	5,000	0.01%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
40.5	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,959	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
41	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	346,150	0.56%	+275,782	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,826	0.54%	+52,488	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	39,017	0.06%	+8,898	Jun 30, 2026	Victory Portfolios II, not summed
42.2	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	24,056	0.04%	—	Jun 30, 2026	Victory Portfolios II, not summed
42.3	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	23,555	0.04%	-910	Jun 30, 2026	Victory Portfolios, not summed
42.4	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	20,220	0.03%	0	Jun 30, 2026	Victory Portfolios, not summed
42.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	7,147	0.01%	+49	Jul 31, 2026	Victory Portfolios III, not summed
43	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,653	0.50%	+8,653	Jun 30, 2026	carried, not yet filed for the newest quarter
44	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	301,656	0.48%	-143,770	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	163,818	0.26%	-116,396	Jun 30, 2026	Carillon Series Trust, not summed
45	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	293,059	0.47%	-20,385	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	278,230	0.45%	+4,960	Jun 30, 2026	carried, not yet filed for the newest quarter
47	BOWEN HANES & CO INC 13F CIK 1077583 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	277,380	0.44%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
48	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	270,171	0.43%	-19,443	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust II, not summed	2,131	0.00%	+10	Aug 31, 2026	Goldman Sachs ETF Trust II, not summed
48.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,616	0.00%	-5,310	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
48.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	693	0.00%	-74	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
48.4	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	658	0.00%	-6	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
49	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	257,195	0.41%	-203	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	250,602	0.40%	+3,338	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

118 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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