BAX · Baxter International Inc · Shareholders & Ownership

$25.30 -0.35 (-1.36%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$13.14B

517.00M

Volume · Oct 23 4.94M Avg daily vol (3M) 6.64M

Every disclosed holder of BAX 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 BAX

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)	706	557,602,684	107.85%	Yes
Insiders (Forms 3, 4, 5)	28	3,014,835	0.58%	Yes
13D/G-only blocks	1	44,925,341	8.69%	Yes
Remaining	—	88,546,861	-17.13%	Negative
Registered funds (N-PORT, not summed)	454	269,386,940	52.11%	No

Shares outstanding: 516,995,999, 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 BAX

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	81,842,105	15.83%	+2,441,441	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	BlackRock Equity Dividend Fund Fund S000002243 · Registered fund · Jul 31, 2026 BlackRock Equity Dividend Fund, not summed	18,965,221	3.67%	-906,888	Jul 31, 2026	BlackRock Equity Dividend Fund, not summed
1.2	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,103,359	1.37%	+482,100	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Medical Devices ETF Fund S000009419 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,418,546	0.47%	+204,036	Jun 30, 2026	iShares Trust, not summed
1.4	BlackRock Large Cap Focus Value Fund, Inc. Fund S000002321 · Registered fund · Jun 30, 2026 BlackRock Large Cap Focus Value Fund, Inc., not summed	2,134,303	0.41%	-313,665	Jun 30, 2026	BlackRock Large Cap Focus Value Fund, Inc., not summed
1.5	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,109,756	0.41%	+155,500	Jun 30, 2026	iShares Trust, not summed
2	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	65,295,393	12.63%	+767,570	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Pzena Mid Cap Value Fund Fund S000044707 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	239,548	0.05%	0	May 31, 2026	Advisors Series Trust, not summed
3	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	58,386,345	11.29%	+1,131,775	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	38,623,700	7.47%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
3.2	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	3,390,900	0.66%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
3.3	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	2,693,100	0.52%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	53,913,831	10.43%	+7,649,027	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	8,971,214	1.74%	+1,464,114	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
4.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	7,153,018	1.38%	+1,375,158	May 31, 2026	Fidelity Rutland Square Trust II, not summed
4.3	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	6,583,965	1.27%	+41,947	May 31, 2026	Fidelity Concord Street Trust, not summed
4.4	Fidelity Growth and Income Portfolio Fund S000007198 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	4,824,800	0.93%	+303,600	Jul 31, 2026	Fidelity Securities Fund, not summed
4.5	Fidelity Large Cap Stock Fund Fund S000055364 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	3,320,589	0.64%	+346,289	Jul 31, 2026	Fidelity Concord Street Trust, not summed
5	BlackRock Portfolio Management LLC 13G CIK 2052113 · Holding company · Dec 31, 2025 Rule 13d-1(b), qualified institution	44,925,341	8.69%	+5,720,356	Dec 31, 2025	Rule 13d-1(b), qualified institution
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	33,754,280	6.53%	+247,305	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,057,190	4.65%	+63,835	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	20,600,468	3.98%	+620,511	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) Health Care Select Sector SPDR(R) ETF Fund S000006412 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,648,616	0.71%	-95,406	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
8.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,237,000	0.24%	+153,755	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	629,328	0.12%	+27,381	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	185,079	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) Global Dow ETF Fund S000006975 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	146,830	0.03%	+5,514	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	16,397,162	3.17%	+10,731	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GREENHAVEN ASSOCIATES INC 13F CIK 846222 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,285,228	2.76%	-22,460	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,123,689	2.73%	+360,724	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,382,913	2.59%	+315,504	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,361,881	2.39%	-759,290	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	9,173,988	1.77%	-173,079	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.2	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	744,845	0.14%	+14,773	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
13.3	Invesco S&P 500 Pure Value ETF Fund S000060792 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	630,920	0.12%	-89,860	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.4	Invesco S&P 500 Equal Weight Health Care ETF Fund S000060814 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	584,473	0.11%	-94,515	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	334,968	0.06%	+36,857	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,833,128	2.29%	-29,979	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	VANGUARD WINDSOR FUND Fund S000004417 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	10,439,598	2.02%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
16	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	9,529,309	1.84%	+5,209,812	Jun 30, 2026	carried, not yet filed for the newest quarter
17	First Pacific Advisors, LP 13F CIK 1377581 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,618,145	1.47%	+917,220	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	FPA Crescent Fund Fund S000009495 · Registered fund · Jun 30, 2026 Investment Managers Series Trust III, not summed	4,541,166	0.88%	—	Jun 30, 2026	Investment Managers Series Trust III, not summed
18	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	7,499,986	1.45%	-54,252	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,150,462	1.38%	+3,280,907	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	77,633	0.02%	+13,973	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
19.2	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	17,536	0.00%	+90	May 31, 2026	Goldman Sachs ETF Trust II, not summed
19.3	Goldman Sachs Innovate Equity ETF Fund S000068597 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,689	0.00%	+1,291	May 31, 2026	Goldman Sachs ETF Trust, not summed
19.4	Goldman Sachs Strategic Factor Allocation Fund Fund S000054057 · Registered fund · May 31, 2026 GOLDMAN SACHS TRUST, not summed	7,795	0.00%	-606	May 31, 2026	GOLDMAN SACHS TRUST, not summed
19.5	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	6,165	0.00%	-414	May 31, 2026	Goldman Sachs ETF Trust, not summed
20	EQUITY INVESTMENT CORP 13F CIK 1685771 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,886,265	1.33%	+516,271	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	EIC Value Fund Fund S000031985 · Registered fund · Jul 31, 2026 FundVantage Trust, not summed	462,250	0.09%	-80,900	Jul 31, 2026	FundVantage Trust, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,359,790	1.23%	-988,182	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	663	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
22	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,237,950	1.21%	+71,817	Jun 30, 2026	carried, not yet filed for the newest quarter
23	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,225,060	1.20%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,996,711	1.16%	+407,157	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,390,019	0.27%	+1,925	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,167,540	0.23%	+34,668	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	776,234	0.15%	+58,853	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.4	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	543,007	0.11%	+15,367	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	459,746	0.09%	+75,872	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
25	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,612,144	1.09%	-319,647	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,392,761	0.27%	+34,917	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,164,330	0.23%	+115,103	Jul 31, 2026	Dimensional ETF Trust, not summed
25.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	747,950	0.14%	+122,447	Jul 31, 2026	Dimensional ETF Trust, not summed
25.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	726,119	0.14%	+10,511	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25.5	U.S. LARGE COMPANY PORTFOLIO Fund S000001014 · Registered fund · Jul 31, 2026 DIMENSIONAL INVESTMENT GROUP INC, not summed	112,890	0.02%	-5,087	Jul 31, 2026	DIMENSIONAL INVESTMENT GROUP INC, not summed
26	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,864,004	0.94%	+516,686	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	151,034	0.03%	+29,288	Jun 30, 2026	Northern Funds, not summed
26.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	99,540	0.02%	+1,596	Jul 31, 2026	FlexShares Trust, not summed
27	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,857,267	0.94%	+2,590,559	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,144,905	0.80%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
29	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,914,800	0.76%	-146,400	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD SELECTED VALUE FUND Fund S000004409 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	3,672,438	0.71%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
31	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,298,910	0.64%	-136,106	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Sustainable Equity Fund Fund S000001591 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	65,839	0.01%	-8,399	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
31.2	Multifactor U.S. Equity Fund Fund S000045902 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	3,039	0.00%	—	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,191,198	0.62%	+567,943	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	85,342	0.02%	-1,738	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	RWC Asset Management LLP 13F CIK 1520478 · Registered investment adviser · Sep 30, 2026	3,122,618	0.60%	-206,550	Sep 30, 2026
34	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,940,551	0.57%	+351,388	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD GLOBAL EQUITY FUND Fund S000002595 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	2,934,654	0.57%	+52,599	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
36	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,899,902	0.56%	+3,135	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,803,041	0.54%	-89,400	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
38	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,666,396	0.52%	+2,666,396	Jun 30, 2026	carried, not yet filed for the newest quarter
39	THOMPSON SIEGEL & WALMSLEY LLC 13F CIK 1008322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,618,418	0.51%	-379,197	Jun 30, 2026	carried, not yet filed for the newest quarter
40	EDMOND DE ROTHSCHILD HOLDING S.A. 13F CIK 1649647 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,437,052	0.47%	-56,112	Jun 30, 2026	carried, not yet filed for the newest quarter
41	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,406,207	0.47%	+929,942	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,364,139	0.46%	-284,354	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,315,963	0.45%	+1,026,713	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	2,115,902	0.41%	+150,707	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	2,095,600	0.41%	-1,539,736	Jun 30, 2026	Bridge Builder Trust, not summed
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,071,642	0.40%	-158,356	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	36,781	0.01%	-2,336	Aug 31, 2026	DBX ETF Trust, not summed
46.2	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	16,411	0.00%	-298	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
46.3	DWS Equity 500 Index VIP Fund S000006221 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	7,341	0.00%	+240	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
46.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,058	0.00%	—	Aug 31, 2026	DBX ETF Trust, not summed
46.5	DWS Equity Sector Strategy Fund Fund S000006099 · Registered fund · May 31, 2026 DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed	1,546	0.00%	-300	May 31, 2026	DEUTSCHE DWS ASSET ALLOCATION TRUST, not summed
47	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	2,067,313	0.40%	+41,632	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
48	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,936,013	0.37%	+1,396,339	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	166,778	0.03%	—	Jun 30, 2026	AQR Funds, not summed
48.2	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	36,542	0.01%	—	Jun 30, 2026	AQR Funds, not summed
48.3	AQR CVX Fusion Fund Fund S000093172 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,432	0.00%	—	Jun 30, 2026	AQR Funds, not summed
49	Fidelity Advisor Capital Development Fund Fund S000006056 · Registered fund · Jun 30, 2026 Fidelity Destiny Portfolios, not summed	1,887,893	0.37%	+277,593	Jun 30, 2026	Fidelity Destiny Portfolios, not summed
50	GENDELL JEFFREY L 13F CIK 1056581 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,755,898	0.34%	+191,355	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 10456 CUSIP 071813109 13F (30d) 182 filings 160 filers Visit website Investor relations