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
2 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

Earl Blumenauer · $15.0K–$50.0K

Purchase · traded 2024-07-09 → filed 2024-08-06. Ranked over every BAX row by the provable lower bound, never a point estimate.

1 member · 2 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
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
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing BAX 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-94−$28.0K to $28.0K2

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 2026-06-16 → 2026-09-14 · 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 · 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

full holders view ↗
Top institutional holders of BAX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
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.$01
467VANGUARD GROUP INC$01
468TEACHER RETIREMENT SYSTEM OF TEXAS$01
469HARBOUR INVESTMENTS, INC.$01
470HOWARD HUGHES MEDICAL INSTITUTE$01
471HARRIS ASSOCIATES L P$01
472Fisher Asset Management, LLC$01
473ROYAL LONDON ASSET MANAGEMENT LTD$01
474NISSAY ASSET MANAGEMENT CORP /JAPAN$01
475PRUDENTIAL PLC$01
476COMERICA BANK$01
477WEXFORD CAPITAL LP$01
478CIBC WORLD MARKETS CORP$01
479INTECH INVESTMENT MANAGEMENT LLC$01
480Towne Trust Company, N.A$01
481AVIVA PLC$01
482GREENWOOD CAPITAL ASSOCIATES LLC$01
483ADAGE CAPITAL PARTNERS GP, L.L.C.$01
484LAZARD ASSET MANAGEMENT LLC$01
485COUNTRY TRUST BANK$01
486NORDEA INVESTMENT MANAGEMENT AB$01
487BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$01
488REGIONS FINANCIAL CORP$01
489CANADA PENSION PLAN INVESTMENT BOARD$01
490CIBC Private Wealth Group LLC$01
491GSA CAPITAL PARTNERS LLP$01
492NORGES BANK$01
493Manchester Capital Management LLC$01
494Hudson Bay Capital Management LP$01
495CAPSTONE INVESTMENT ADVISORS, LLC$01
496Korea Investment CORP$01
497Alberta Investment Management Corp$01
498TWO SIGMA ADVISERS, LP$01
499DRW Securities, LLC$01
500TOKIO MARINE ASSET MANAGEMENT CO LTD$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)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ 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