Public record / Tickers / BAX

BAX — BAXTER INTERNATIONAL INC†

Both disclosure regimes on one name: who in Congress filed about BAX, 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
75
all PTR rows naming BAX
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

Earl Blumenauer · $15.0K–$50.0K

BUY · traded 2024-07-09 → filed 2024-08-06. Ranked over every BAX 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.

26 rows filed past 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

8 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. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BAX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BAX
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
2025-10-22Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-04 +39d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 75 ↗

Members active in BAX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing BAX 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 · BAX

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 $6.1M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BAXTER INTL INC

Merged timeline of congressional filings and notable-manager moves on BAX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+180,044 sh
2026-05-15Moore Capital Management 13FTRIM−223,193 sh
2026-05-15Bridgewater Associates 13FTRIM−194,735 sh

3 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

full holders view ↗
Top institutional holders of BAX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$1.3B1
2PZENA INVESTMENT MANAGEMENT LLC$1.1B1
3FMR LLC$777M1
4VANGUARD CAPITAL MANAGEMENT LLC$563M1
5VANGUARD PORTFOLIO MANAGEMENT LLC$403M1
6STATE STREET CORP$336M1
7Invesco Ltd.$220M1
8MORGAN STANLEY$123M1
9First Pacific Advisors, LP$113M1
10EQUITY INVESTMENT CORP$107M1
11STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$105M1
12BANK OF AMERICA CORP /DE/$104M1
13DIMENSIONAL FUND ADVISORS LP$99.6M1
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC$93.9M1
15Artisan Partners Limited Partnership$81.7M1
16NORTHERN TRUST CORP$73.0M1
17UBS Group AG$72.6M1
18RWC Asset Management LLP$51.7M1
19VANGUARD FIDUCIARY TRUST CO$48.7M1
20FIL Ltd$43.5M1
21EDMOND DE ROTHSCHILD HOLDING S.A.$41.9M1
22DEUTSCHE BANK AG\$37.5M1
23RAYMOND JAMES FINANCIAL INC$33.0M1
24UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$29.7M1
25MILLENNIUM MANAGEMENT LLC$29.4M1
26Pale Fire Capital SE$26.6M1
27TOCQUEVILLE ASSET MANAGEMENT L.P.$22.9M1
28Callodine Capital Management, LP$22.1M1
29CITADEL ADVISORS LLC$21.8M1
30ENVESTNET ASSET MANAGEMENT INC$20.9M1
31Nuveen, LLC$20.4M1
32ROYAL BANK OF CANADA$19.9M1
33BANK OF MONTREAL /CAN/$19.4M1
34Vanguard Global Advisers, LLC$18.9M1
35Auto-Owners Insurance Co$17.6M1
36Swiss National Bank$17.1M1
37SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.8M1
38Legal & General Group Plc$16.3M1
39Connor, Clark & Lunn Investment Management Ltd.$15.3M1
40SEI INVESTMENTS CO$15.2M1
41WELLS FARGO & COMPANY/MN$15.1M1
42BARCLAYS PLC$14.1M1
43Amundi$13.4M1
44INVESTMENT MANAGEMENT ASSOCIATES INC /ADV$13.1M1
45Arnhold LLC$10.8M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$10.5M1
47Mitsubishi UFJ Asset Management Co., Ltd.$10.4M1
48HSBC HOLDINGS PLC$10.4M1
49ALLIANCEBERNSTEIN L.P.$9.9M1
50PRINCIPAL FINANCIAL GROUP INC$9.6M1
51CITIGROUP INC$9.6M1
52O'Keefe Stevens Advisory, Inc.$9.5M1
53QSM Asset Management Ltd$9.2M1
54AQR CAPITAL MANAGEMENT LLC$8.7M1
55Great Hill Capital LLC$8.1M1
56VANGUARD ASSET MANAGEMENT, Ltd$8.0M1
57STATE OF WISCONSIN INVESTMENT BOARD$7.9M1
58STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$7.5M1
59JANE STREET GROUP, LLC$6.9M1
60Swedbank AB$6.6M1
61MANUFACTURERS LIFE INSURANCE COMPANY, THE$6.1M1
62Gotham Asset Management, LLC$6.1M1
63MOORE CAPITAL MANAGEMENT, LP$6.0M1
64Squarepoint Ops LLC$5.1M1
65OPPENHEIMER ASSET MANAGEMENT INC.$5.1M1
66STIFEL FINANCIAL CORP$4.8M1
67VICTORY CAPITAL MANAGEMENT INC$4.7M1
68FIRST TRUST ADVISORS LP$4.6M1
69BECKER CAPITAL MANAGEMENT INC$4.6M1
70PRUDENTIAL FINANCIAL INC$4.3M1
71Chevy Chase Trust Holdings, LLC$4.3M1
72AMG National Trust Bank$4.2M1
73Hillman Capital Management, Inc.$4.2M1
74Saba Capital Management, L.P.$4.0M1
75Janus Henderson Group Ltd.$4.0M1
76GREAT LAKES ADVISORS, LLC$3.9M1
77ASSETMARK, INC$3.9M1
78APG Asset Management N.V.$3.6M1
79CIBC Bancorp USA Inc.$3.5M1
80Eurizon Capital SGR S.p.A.$3.4M1
81CONTINENTAL ADVISORS LLC$3.4M1
82LPL Financial LLC$3.3M1
83Morningstar Investment Management LLC$3.1M1
84Calamos Advisors LLC$3.1M1
85NATIONAL BANK OF CANADA /FI/$3.1M1
86OSAIC HOLDINGS, INC.$3.0M1
87State of New Jersey Common Pension Fund D$3.0M1
88Brookstone Capital Management$2.7M1
89Man Group plc$2.6M1
90Walleye Trading LLC$2.6M1
91MACKENZIE FINANCIAL CORP$2.6M1
92Quantinno Capital Management LP$2.5M1
93PUBLIC SECTOR PENSION INVESTMENT BOARD$2.5M1
94Arizona State Retirement System$2.4M1
95Czech National Bank$2.4M1
96Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
97STATE OF MICHIGAN RETIREMENT SYSTEM$2.3M1
98Tidal Investments LLC$2.2M1
99Vanguard Investments Australia, Ltd.$2.2M1
100Brevan Howard Capital Management LP$2.1M1
101Tredje AP-fonden$2.1M1
102Atom Investors LP$2.0M1
103FIFTH THIRD BANCORP$2.0M1
104COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
105Kovack Advisors, Inc.$2.0M1
106Pictet Asset Management Holding SA$1.9M1
107CIBC Asset Management Inc$1.9M1
108NewEdge Advisors, LLC$1.9M1
109COMMONWEALTH EQUITY SERVICES, LLC$1.9M1
110GUGGENHEIM CAPITAL LLC$1.9M1
111Retirement Systems of Alabama$1.8M1
112Cetera Investment Advisers$1.8M1
113Mirae Asset Global Investments Co., Ltd.$1.8M1
114BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.7M1
11544 WEALTH MANAGEMENT LLC$1.7M1
116VOYA INVESTMENT MANAGEMENT LLC$1.7M1
117GROUP ONE TRADING LLC$1.7M1
118Summit Trail Advisors, LLC$1.7M1
119Leonteq Securities AG$1.6M1
120ProShare Advisors LLC$1.5M1
121TD ASSET MANAGEMENT INC$1.5M1
122Creative Planning$1.5M1
123Universal- Beteiligungs- und Servicegesellschaft mbH$1.5M1
124UniSuper Management Pty Ltd$1.4M1
125TORONTO DOMINION BANK$1.4M1
126AMERICAN CENTURY COMPANIES INC$1.4M1
127Utah Retirement Systems$1.4M1
128NEOS Investment Management LLC$1.4M1
129IMC-Chicago, LLC$1.4M1
130Clear Harbor Asset Management, LLC$1.3M1
131INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.3M1
132Oak Thistle LLC$1.2M1
133WORLDQUANT MILLENNIUM ADVISORS LLC$1.2M1
134NEW YORK LIFE INVESTMENT MANAGEMENT LLC$1.2M1
135Jain Global LLC$1.2M1
136US BANCORP \DE\$1.2M1
137FEDERATED HERMES, INC.$1.2M1
138YOUSIF CAPITAL MANAGEMENT, LLC$1.1M1
139ASR Vermogensbeheer N.V.$1.1M1
140MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.1M1
141Aequim Alternative Investments LP$1.0M1
142AXQ CAPITAL, LP$999K1
143Cerity Partners LLC$992K1
144OREGON PUBLIC EMPLOYEES RETIREMENT FUND$990K1
145Argyle Capital Management, LLC$973K1
146American Assets Investment Management, LLC$972K1
147Banque Cantonale Vaudoise$969K1
148XPONANCE LLC$969K1
149MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$922K1
150MEYER HANDELMAN CO$916K1
151BROWN ADVISORY INC$903K1
152Murphy Pohlad Asset Management LLC$902K1
153KESTRA PRIVATE WEALTH SERVICES, LLC$891K1
154SummitTX Capital, L.P.$886K1
155LMR Partners LLP$863K1
156Empowered Funds, LLC$820K1
157M&T BANK CORP$804K1
158WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$803K1
159INSPIRION WEALTH ADVISORS, LLC$801K1
160KORNITZER CAPITAL MANAGEMENT INC /KS$798K1
161Pathstone Holdings, LLC$791K1
162Inspire Investing, LLC$761K1
163Swiss Life Asset Management Ltd$751K1
164Baird Financial Group, Inc.$743K1
165MML INVESTORS SERVICES, LLC$739K1
166&PARTNERS$736K1
167Atria Investments, Inc$729K1
168BEACON INVESTMENT ADVISORS LLC$717K1
169MATHER GROUP, LLC.$709K1
170Daiwa Securities Group Inc.$705K1
171FORA Capital, LLC$686K1
172Sowell Financial Services LLC$682K1
173Barbara Oil Co.$672K1
174Rafferty Asset Management, LLC$668K1
175FIRST MANHATTAN CO. LLC.$660K1
176CREDIT AGRICOLE S A$659K1
177INCEPTIONR LLC$643K1
178HighTower Advisors, LLC$641K1
179NewEdge Wealth, LLC$628K1
180Timelo Investment Management Inc.$622K1
181Rockefeller Capital Management L.P.$619K1
182Crossmark Global Holdings, Inc.$617K1
183WELLINGTON MANAGEMENT GROUP LLP$614K1
184Ethic Inc.$608K1
185BANK OF NOVA SCOTIA$590K1
186National Pension Service$583K1
187Federation des caisses Desjardins du Quebec$583K1
188XTX Topco Ltd$576K1
189Premier Path Wealth Partners, LLC$557K1
190MERCER GLOBAL ADVISORS INC /ADV$545K1
191HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$543K1
192MIZUHO SECURITIES USA LLC$523K1
193TWO SIGMA SECURITIES, LLC$522K1
194Camelot Portfolios, LLC$508K1
195NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$508K1
196Kestra Advisory Services, LLC$502K1
197FRANKLIN RESOURCES INC$496K1
198Wedmont Private Capital$492K1
199Midwest Trust Co$485K1
200Radnor Capital Management, LLC$475K1
201Aberdeen Group plc$455K1
202Lombard Odier Asset Management (Switzerland) SA$449K1
203Norinchukin Bank, The$447K1
204CACTI ASSET MANAGEMENT LLC$445K1
205TRUIST FINANCIAL CORP$439K1
206STEPHENS INC /AR/$435K1
207Ensign Peak Advisors, Inc$430K1
208Corient Private Wealth LLC$424K1
209Maryland State Retirement & Pension System$424K1
210MGO ONE SEVEN LLC$419K1
211NOMURA ASSET MANAGEMENT CO LTD$413K1
212Legacy Capital Wealth Partners, LLC$405K1
213CHOREO, LLC$405K1
214ADVISORTRUST PARTNERS, LLC$391K1
215BNP Paribas Asset Management Holding S.A.$381K1
216Addison Capital Co$380K1
217MAIRS & POWER INC$379K1
218Numerai GP LLC$377K1
219Sequoia Financial Advisors, LLC$377K1
220Vanguard Personalized Indexing Management, LLC$369K1
221Verition Fund Management LLC$367K1
222Allspring Global Investments Holdings, LLC$366K1
223UNITED CAPITAL FINANCIAL ADVISORS, LLC$363K1
224NATIXIS$361K1
225BCU Wealth Advisors, LLC$355K1
226MUFG Securities EMEA plc$354K1
227MAI Capital Management$353K1
228BECK MACK & OLIVER LLC$351K1
229BLAIR WILLIAM & CO/IL$348K1
230Merit Financial Group, LLC$344K1
231Inscription Capital, LLC$336K1
232FOX RUN MANAGEMENT, L.L.C.$330K1
233Walleye Capital LLC$326K1
234CIBC WORLD MARKET INC.$325K1
235E Fund Management Co., Ltd.$323K1
236Asset Management One Co., Ltd.$318K1
237SCHRODER INVESTMENT MANAGEMENT GROUP$306K1
238Arax Advisory Partners$304K1
239Vident Advisory, LLC$299K1
240JOHN G ULLMAN & ASSOCIATES INC$299K1
241Empirical Finance, LLC$295K1
242Waverly Advisors, LLC$289K1
243Allianz Asset Management GmbH$288K1
244LGT Group Foundation$288K1
245WHITEBOX ADVISORS LLC$288K1
246Apollon Wealth Management, LLC$287K1
247PRINCIPAL SECURITIES, INC.$287K1
248COMMERCE BANK$285K1
249MACQUARIE GROUP LTD$285K1
250Rothschild Wealth LLC$283K1
251Rodgers Brothers Inc.$283K1
252UMB Bank, n.a.$282K1
253NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$277K1
254NEW WAVE WEALTH ADVISORS LLC$274K1
255D.A. DAVIDSON & CO.$274K1
256Moors & Cabot, Inc.$273K1
257Kingsview Wealth Management, LLC$272K1
258MONETA GROUP INVESTMENT ADVISORS LLC$271K1
259Bridgewater Associates, LP$270K1
260BOOTHBAY FUND MANAGEMENT, LLC$269K1
261NorthRock Partners, LLC$262K1
262Central Pacific Bank - Trust Division$259K1
263KEYBANK NATIONAL ASSOCIATION/OH$257K1
264North Dakota State Investment Board$252K1
265Abacus Planning Group, Inc.$251K1
266Sumitomo Mitsui DS Asset Management Company, Ltd$247K1
267PERSONAL CFO SOLUTIONS, LLC$246K1
268Addison Advisors LLC$245K1
269Gibbs Wealth Management$244K1
270HB Wealth Management, LLC$243K1
271Cardinal Point Capital Management ULC$239K1
272GLENMEDE TRUST CO NA$239K1
273AE Wealth Management LLC$238K1
274SECURIAN ASSET MANAGEMENT, INC$233K1
275Brooklyn Investment Group$232K1
276Steward Partners Investment Advisory, LLC$229K1
277Carnegie Lake Advisors LLC$228K1
278PATTON FUND MANAGEMENT, INC.$225K1
279CULLINAN ASSOCIATES INC$222K1
280Integrated Advisors Network LLC$214K1
281Portside Wealth Group, LLC$211K1
282EVERGREEN CAPITAL MANAGEMENT LLC$210K1
283Investors Research Corp$210K1
284Perigon Wealth Management, LLC$202K1
285Krilogy Financial LLC$201K1
286Aspen Grove Capital, LLC$198K1
287Madrona Financial Services, LLC$197K1
288CWM, LLC$192K1
289Cannell & Spears LLC$188K1
290Savant Capital, LLC$186K1
291NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$185K1
292Aptus Capital Advisors, LLC$183K1
293Pinnacle Financial Partners, Inc.$183K1
294Mesirow Financial Investment Management, Inc.$182K1
295VAN STRUM & TOWNE INC.$181K1
296GATEWAY INVESTMENT ADVISERS LLC$181K1
297D. E. Shaw & Co., Inc.$180K1
298Snowden Capital Advisors LLC$180K1
299CIDEL ASSET MANAGEMENT INC$176K1
300Net Worth Advisory Group$175K1
301J.W. COLE ADVISORS, INC.$175K1
302INSIGHT 2811, INC.$173K1
303DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$166K1
304TEMA ETFS LLC$161K1
305Transamerica Financial Advisors, LLC$158K1
306Caption Management, LLC$151K1
307Hilltop National Bank$140K1
308STOREBRAND ASSET MANAGEMENT AS$135K1
309AlphaCore Capital LLC$129K1
310Wilmington Savings Fund Society, FSB$122K1
311Tower Research Capital LLC (TRC)$116K1
312Resona Asset Management Co.,Ltd.$112K1
313MCF Advisors LLC$96.2K1
314SALEM INVESTMENT COUNSELORS INC$89.1K1
315Ameritas Investment Partners, Inc.$81.7K1
316EASTERN BANK$77.3K1
317Aster Capital Management (DIFC) Ltd$74.6K1
318EXCHANGE TRADED CONCEPTS, LLC$72.7K1
319Larson Financial Group LLC$65.7K1
320Deseret Mutual Benefit Administrators$63.7K1
321Cornerstone National Bank & Trust Co$60.6K1
322Siemens Fonds Invest GmbH$58.7K1
323Allworth Financial LP$55.0K1
324Neo Ivy Capital Management$54.1K1
325Optiver Holding B.V.$53.5K1
326Pflug Koory, LLC$52.3K1
327SUMMIT SECURITIES GROUP LLC$50.3K1
328Curat Global, LLC$48.1K1
329Atlantic Union Bankshares Corp$45.6K1
330STANCE CAPITAL LLC$45.2K1
331NBT BANK, N.A.$44.8K1
332Quarry LP$43.4K1
333OSSIAM$41.0K1
334Hartford Financial Management Inc.$41.0K1
335CVA Family Office, LLC$40.4K1
336GHP Investment Advisors, Inc.$39.4K1
337BFSG, LLC$36.9K1
338TD Waterhouse Canada Inc.$36.4K1
339TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$34.1K1
340HM PAYSON & CO$34.0K1
341Blue Trust, Inc.$33.2K1
342Canada Post Corp Registered Pension Plan$31.6K1
343EFG International AG$30.7K1
344DELTA ASSET MANAGEMENT LLC/TN$30.0K1
345QUADRANT CAPITAL GROUP LLC$23.9K1
346FOSTER DYKEMA CABOT & PARTNERS, LLC$23.4K1
347SIGNATUREFD, LLC$22.8K1
348Clearstead Advisors, LLC$22.4K1
349Front Street Capital Management, Inc.$22.2K1
350NATIXIS ADVISORS, LLC$21.7K1
351CHELSEA COUNSEL CO$21.5K1
352Parkside Financial Bank & Trust$20.9K1
353Cromwell Holdings LLC$19.8K1
354Bayforest Capital Ltd$19.5K1
355Lavaca Capital LLC$16.8K1
356Kennebec Savings Bank$16.8K1
357Caldwell Trust Co$16.8K1
358JONES FINANCIAL COMPANIES LLLP$16.3K1
359Battery Global Advisors, LLC$16.1K1
360Owl Creek Wealth Partners LLC$15.3K1
361Annis Gardner Whiting Capital Advisors, LLC$14.5K1
362CENTRAL TRUST Co$13.8K1
363Prudent Man Investment Management, Inc.$13.4K1
364State of Wyoming$12.6K1
365New England Capital Financial Advisors LLC$11.9K1
366Blume Capital Management, Inc.$11.8K1
367Geneos Wealth Management Inc.$11.5K1
368Cetera Trust Company, N.A$11.3K1
369SITTNER & NELSON, LLC$11.2K1
370Cranbrook Wealth Management, LLC$11.1K1
371Reyes Financial Architecture, Inc.$11.0K1
372Parvin Asset Management, LLC$10.4K1
373Clearstead Trust, LLC$7.9K1
374Olstein Capital Management, L.P.$7.8K1
375MEEDER ASSET MANAGEMENT INC$7.1K1
376Byrne Asset Management LLC$7.1K1
377Pinnacle Wealth Planning Services, Inc.$6.9K1
378Ritter Daniher Financial Advisory LLC / DE$6.7K1
379Medallion Wealth Advisors, LLC$6.5K1
380Frazier Financial Advisors, LLC$6.4K1
381Pacific Center for Financial Services$6.2K1
382South Dakota Investment Council$6.2K1
383ARMSTRONG ADVISORY GROUP, INC$6.1K1
384Rakuten Securities, Inc.$5.8K1
385TOMPKINS FINANCIAL CORP$5.5K1
3861 NORTH WEALTH SERVICES LLC$5.1K1
387Spire Wealth Management$5.1K1
388FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.0K1
389POM Investment Strategies, LLC$4.9K1
390Generali Asset Management SPA SGR$4.9K1
391CDKV HOLDINGS LLC$4.5K1
392FINANCIAL CONSULATE, INC$4.3K1
393Bangor Savings Bank$4.2K1
394EVERMAY WEALTH MANAGEMENT LLC$4.0K1
395Abound Wealth Management$3.8K1
396WEBSTER BANK, N. A.$3.8K1
397MV CAPITAL MANAGEMENT, INC.$3.7K1
398Treasurer of the State of North Carolina$3.7K1
399JNBA Financial Advisors$3.7K1
400Granite FO LLC$3.5K1
401Salomon & Ludwin, LLC$3.5K1
402Clark Wealth Partners$3.4K1
403HHM Wealth Advisors, LLC$3.4K1
404Asset Dedication, LLC$3.3K1
405Financial Network Wealth Advisors LLC$3.3K1
406Kentucky Retirement Systems$3.1K1
407Triumph Capital Management$3.0K1
408Strategic Investment Solutions, Inc. /IL$3.0K1
409CANADA LIFE ASSURANCE Co$2.9K1
410Johnson Financial Group, Inc.$2.7K1
411Acumen Wealth Advisors, LLC$2.4K1
412TD Capital Management LLC$2.4K1
413J.Safra Asset Management Corp$2.4K1
414Private Wealth Management Group, LLC$2.3K1
415Godfrey Financial Associates, Inc.$2.3K1
416BEACON INVESTMENT ADVISORY SERVICES, INC.$2.2K1
417Activest Wealth Management$2.2K1
418DekaBank Deutsche Girozentrale$2.1K1
419CONSULTIVA WEALTH MANAGEMENT, CORP.$1.9K1
420JPL Wealth Management, LLC$1.8K1
421Stone House Investment Management, LLC$1.7K1
422TFC Financial Management, Inc.$1.6K1
423Kilter Group LLC$1.6K1
424Sunrise Financial Services, LLC$1.5K1
425First Pacific Financial$1.4K1
426Smartleaf Asset Management LLC$1.3K1
427CNB Bank$1.3K1
428SouthState Bank Corp$1.2K1
429Portus Wealth Advisors, LLC$1.1K1
430JFS WEALTH ADVISORS, LLC$1.0K1
431BARRETT & COMPANY, INC.$8741
432State of Alaska, Department of Revenue$8611
433Caitong International Asset Management Co., Ltd$8401
434Kingdom Financial Group LLC.$7731
435Destiny Wealth Partners, LLC$7561
436AMERIFLEX GROUP, INC.$6221
437Sachetta, LLC$5881
438WPG Advisers, LLC$5881
439Clayton Financial Group LLC$5381
440Fairman Group, LLC$5041
441Rialto Wealth Management, LLC$4881
442PARK AVENUE SECURITIES LLC$4781
443Synergy Investment Management, LLC$4541
444KBC Group NV$3751
445ELEVATION WEALTH PARTNERS, LLC$3361
446THRIVENT FINANCIAL FOR LUTHERANS$3271
447ALBION FINANCIAL GROUP /UT$3031
448Keating Financial Advisory Services, Inc.$3021
449Virtu Financial LLC$2711
450American Capital Advisory, LLC$2691
451Coastline Trust Co$2521
452STEVENS CAPITAL MANAGEMENT LP$2101
453Wealth Enhancement Trust Services, Inc.$1511
454DiNuzzo Private Wealth, Inc.$1011
4553 FACTOR INDEXING, LLC$1011
456Quaker Wealth Management, LLC$681
457Smithfield Trust Co$501
458CX Institutional$461
459Vermillion Wealth Management, Inc.$341
460HAZLETT, BURT & WATSON, INC.$241
461Parallax Volatility Advisers, L.P.$171
462SWAN Capital LLC$171
463Strategic Wealth Advisors LLC$51
464MONTAG A & ASSOCIATES INC$31
465Capital Advisors, Ltd. LLC$21
466Jefferies Financial Group Inc.— value not disclosed1
467VANGUARD GROUP INC— value not disclosed1
468TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
469HARBOUR INVESTMENTS, INC.— value not disclosed1
470HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
471HARRIS ASSOCIATES L P— value not disclosed1
472Fisher Asset Management, LLC— value not disclosed1
473ROYAL LONDON ASSET MANAGEMENT LTD— value not disclosed1
474NISSAY ASSET MANAGEMENT CORP /JAPAN— value not disclosed1
475PRUDENTIAL PLC— value not disclosed1
476COMERICA BANK— value not disclosed1
477WEXFORD CAPITAL LP— value not disclosed1
478CIBC WORLD MARKETS CORP— value not disclosed1
479INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
480Towne Trust Company, N.A— value not disclosed1
481AVIVA PLC— value not disclosed1
482GREENWOOD CAPITAL ASSOCIATES LLC— value not disclosed1
483ADAGE CAPITAL PARTNERS GP, L.L.C.— value not disclosed1
484LAZARD ASSET MANAGEMENT LLC— value not disclosed1
485COUNTRY TRUST BANK— value not disclosed1
486NORDEA INVESTMENT MANAGEMENT AB— value not disclosed1
487BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp— value not disclosed1
488REGIONS FINANCIAL CORP— value not disclosed1
489CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
490CIBC Private Wealth Group LLC— value not disclosed1
491GSA CAPITAL PARTNERS LLP— value not disclosed1
492NORGES BANK— value not disclosed1
493Manchester Capital Management LLC— value not disclosed1
494Hudson Bay Capital Management LP— value not disclosed1
495CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
496Korea Investment CORP— value not disclosed1
497Alberta Investment Management Corp— value not disclosed1
498TWO SIGMA ADVISERS, LP— value not disclosed1
499DRW Securities, LLC— value not disclosed1
500TOKIO MARINE ASSET MANAGEMENT CO LTD— value not disclosed1
Truncated by Public Filings. Every one of the 465 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 (the full holders view shows them), 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 BAX

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for BAX · financials and macro

Financials — as filed PLANNED

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