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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,618 managers (1,641 13F filers) reported a position in QUAL shares at 2026-06-30, 171,471,693 shares in all. 107 filers opened a position and 110 filers sold out during the quarter.

Managers
1,618
13F filers
1,641
New
107
Added
494
Reduced
759
Sold out
110
Shares held by filers
171,471,693

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC19,505,608$4.28B0.19%+1,426,01913F-HRTimelineGroup
LPL Financial LLC13,335,529$2.93B0.66%-2,820,84313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,485,338$1.86B0.12%-256,30313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,762,968$1.7B0.09%-1,302,67613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,685,035$1.69B-11,104,065Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,712,458$1.25B0.62%-425,69313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,901,506$1.02B0.21%-521,09513F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding3,858,453$847M-142,039Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,856,366$846M0.15%-112,82113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,560,917$781M-222,639Timeline
Orgel Wealth Management, LLC3,358,210$737M13.98%+65,53413F-HRTimeline
Facet Wealth, Inc.3,300,180$724M10.38%+334,23413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,065,701$673M1.97%+209,92013F-HRTimelineGroup
Blue Trust, Inc.2,709,961$595M6.23%+15,30113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,399,340$521M0.03%-1,785,45113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,289,743$502M1.65%-233,24213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,889,810$415M0.01%-1,226,57013F-HRTimelineGroup
Haverford Trust Co1,831,381$402M3.47%+53,41013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,794,452$394M5.77%+27,75813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,702,675$374M0.1%-200,21113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,613,234$354M0.19%-287,73513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,595,432$350M0.06%-181,64713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,581,038$347M-925,249Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,442,737$317M0.04%-57,81713F-HRTimelineGroup
HighTower Advisors, LLC1,348,338$296M0.28%-1,33313F-HRTimeline
Wharton Business Group, LLC1,167,255$256M8.56%-34,55513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,158,867$254M0.31%-2,54213F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,103,522$242M-370,932Timeline
Jupiter Topco LLCin group Janus Henderson1,057,016$232M0.09%13F-HRTimelineGroup
Bluespring Wealth Management, LLC1,046,876$230M4.42%+266,52713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,008,946$221M0.28%-331,10913F-HRTimeline
MML INVESTORS SERVICES, LLC998,944$219M0.45%-418,72013F-HRTimeline
Cetera Investment Advisers978,389$215M0.2%-595,65613F-HRTimeline
Connecticut Wealth Management, LLC975,098$214M7.91%-10,79213F-HRTimeline
Integrated Wealth Concepts LLC916,823$201M0.98%+131,77313F-HRTimeline
Foster Group, Inc.765,906$168M4.47%+15,61113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.674,508$148M0.17%-133,07113F-HRTimelineGroup
&PARTNERS653,307$144M0.59%-12,40513F-HRTimeline
Beacon Pointe Advisors, LLC627,286$138M0.64%+278,29213F-HRTimeline
D.A. DAVIDSON & CO.615,670$135M0.75%+10,08213F-HRTimeline
Unison Advisors LLC612,288$134M9.37%+9,07113F-HRTimeline
Sage Mountain Advisors LLC575,644$126M7.77%-1,95813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC563,366$124M1.55%-546,73913F-HRTimeline
SCS Capital Management LLC552,891$121M1.15%-244,26113F-HRTimeline
Mariner, LLCin group Mariner, LLC546,042$120M0.13%-108,81213F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC539,969$118M0.87%+36,99313F-HRTimeline
Savant Capital, LLC530,640$116M0.34%-6,29413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.513,557$113M11.25%+10,69313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.510,432$112M0.67%-6,89813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP479,253$102M0.04%+46,35513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP449,019$98.5M0.08%-1,183,06513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC437,142$95.9M0.93%-22,30113F-HRTimeline
PINNACLE ASSOCIATES LTD434,127$95.3M1.04%+4,65713F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM419,649$92.1M0.41%+95,10013F-HRTimeline
Valence8 US LP412,060$90.4M30.09%+74,72413F-HRTimeline
SAX WEALTH ADVISORS, LLC465,970$89.4M3.63%+5,31713F-HRTimeline
Baker Avenue Asset Management, LP407,272$89.4M1.7%-16,90713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS398,832$87.5M0.13%-3,61013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…376,567$82.8M0.46%-242,85613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…370,959$81.4M0.12%-30,48513F-HRTimelineGroup
Cambridge Investment Research Advisors,…358,459$78.7M0.18%-103,26613F-HR/ATimeline
Obermeyer Wealth Partners356,383$78.2M3.2%-99,40213F-HRTimeline
TIAAgroup of 4 filers holding359,583$77.3M+2,213Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp350,939$77M0.01%-505,15713F-HRTimelineGroup
Cresset Asset Management, LLC340,792$74.8M0.27%+1,04113F-HRTimeline
SACHEM HILL LLC339,832$74.6M13.26%-6,17113F-HRTimeline
Modern Wealth Management, LLC332,275$72.9M0.87%-121,76913F-HRTimeline
True Link Financial Advisors, LLC323,641$71M4.11%+3,03413F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP319,300$70.1M0.1%-323,96213F-HR/ATimelineGroup
Janney Montgomery Scott LLC314,815$69.1M0.13%-550,39813F-HRTimeline
Horizon Investments, LLC311,991$68.5M0.75%-8,00313F-HRTimeline
LANDAAS & CO /WI /ADV310,816$68.2M12.41%+2,79013F-HRTimeline
Qube Research & Technologies Ltd304,073$66.7M0.07%+188,98513F-HRTimeline
Composition Wealth, LLC289,324$63.5M0.75%-11,42913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…288,906$63.4M3.77%+5,77313F-HRTimeline
Sanctuary Advisors, LLC284,788$62.5M0.29%-319,52313F-HRTimeline
Baron Wealth Management LLC281,840$61.8M16.04%+1,09813F-HRTimeline
Strategies Wealth Advisors, LLC277,042$60.8M5.44%-35,77313F-HRTimeline
Wilmington Savings Fund Society, FSB275,086$60.4M1.35%-29,04613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding266,536$58.5M-28,610Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC253,901$55.7M0.73%-14,28113F-HRTimeline
NewEdge Advisors, LLC248,757$54.6M0.16%-483,92513F-HRTimeline
Millburn Ridgefield LLC /DE/248,182$54.5M1.03%-1,49913F-HRTimeline
Catalyst Capital Advisors LLC248,182$54.5M0.9%-1,49913F-HRTimeline
Kathmere Capital Management, LLC246,258$54M2.87%+9,95213F-HRTimeline
Aspen Wealth Management LLC244,746$53.7M9.12%+17,08413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…243,745$53.5M0.09%-30,47213F-HRTimeline
Private Advisor Group, LLC238,302$52.3M0.24%-166,51413F-HRTimeline
Steward Partners Investment Advisory, L…235,175$51.6M0.26%-53,94613F-HRTimeline
OneDigital Investment Advisors LLC232,612$51M0.43%-458,51813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.231,044$50.7M0.07%-11,87713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC221,923$48.7M0.3%-879,82913F-HRTimelineGroup
Creative Planningin group Creative Planning220,478$48.4M0.03%+84,89613F-HRTimelineGroup
Wealth Group Ltd215,910$47.4M9.07%+6,29313F-HRTimeline
MCF Advisors LLC211,447$46.4M1.66%-313F-HRTimeline
AlphaCore Capital LLC210,317$46.1M0.85%+4,10113F-HRTimeline
SlateStone Wealth, LLC206,345$45.3M3.47%+3,69113F-HRTimeline
Vestmark Advisory Solutions, Inc.204,628$44.9M0.42%+43,08113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC202,427$44.4M<0.01%-209,09013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC201,242$44.2M0.82%+24,60913F-HRTimeline
TD Capital Management LLC192,166$42.2M3.45%-4,20913F-HRTimeline
Foundations Investment Advisors, LLC191,546$42M0.43%-406,11013F-HRTimeline
Pure Financial Advisors, LLC191,322$42M0.53%-3,79613F-HRTimeline
1900 WEALTH MANAGEMENT LLC190,279$41.8M2.33%-1,75213F-HRTimeline
Clearstead Advisors, LLC185,105$40.6M0.38%-12,52413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA181,216$39.8M0.18%-34,74613F-HRTimelineGroup
Sowell Financial Services LLC177,723$39M1.27%+1,80313F-HRTimeline
CFO4Life Group, LLC175,888$38.6M5.2%+60113F-HRTimeline
Merit Financial Group, LLC173,173$38M0.24%-328,73213F-HR/ATimeline
MA Private Wealth173,019$38M5.66%+3,37813F-HRTimeline
Symmetry Partners, LLC172,738$37.9M1.93%+7,52913F-HRTimeline
Armbruster Capital Management, Inc.171,926$37.7M5.62%+1,60313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\170,136$37.3M0.04%-11,89613F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …168,868$37.1M4.36%+61713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources166,526$36.5M0.01%-2,19113F-HRTimelineGroup
Capital Advisors, Ltd. LLC165,290$36.3M3.66%-3,34113F-HRTimeline
ALLIANCEBERNSTEIN L.P.182,400$35M0.01%+53,16713F-HRTimeline
Lineweaver Wealth Advisors, LLC157,256$34.5M4.1%+3,54213F-HRTimeline
ARS Wealth Advisors Group, LLC156,054$34.2M2.68%-3,82613F-HRTimeline
Annandale Capital, LLC155,660$34.2M5.06%+8,08013F-HRTimeline
Boulder Wealth Advisors, LLC154,582$33.9M12.37%+3,90113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV153,029$33.6M0.48%013F-HRTimeline
CENTAURUS FINANCIAL, INC.151,970$33.3M1.3%+75713F-HRTimeline
Aptus Capital Advisors, LLC150,801$33.1M0.24%+1,93713F-HRTimeline
Family Manage LLC149,085$32.7M3.43%-6,25113F-HRTimeline
Dynasty Wealth Management, LLC147,265$32.3M0.24%-6,06813F-HRTimeline
Parallel Advisors, LLC146,502$32.1M0.49%+50813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …144,536$31.7M0.22%-3,34613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding142,743$31.3M+4,561Timeline
Farther Finance Advisors, LLC139,887$30.7M0.24%-61,24813F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC139,525$30.6M18.44%+913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC138,778$30.5M0.11%+4,04213F-HRTimelineGroup
Heck Capital Advisors, LLC138,429$30.4M1.81%-8,68413F-HRTimeline
BOK Financial Private Wealth, Inc.137,745$30.2M1.55%-2,03613F-HRTimeline
Centerpoint Advisors, LLC134,229$29.5M8.36%+94913F-HRTimeline
RVW Wealth, LLC131,903$28.9M1.91%+41713F-HRTimeline
Bryn Mawr Trust Advisors, LLC130,969$28.7M1.25%-11,91713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD130,902$28.7M1.28%+50813F-HRTimeline
CHOREO, LLC130,086$28.5M0.31%-6,08413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding129,697$28.5M-12,794Timeline
Aventus Investment Advisors, Inc.128,034$28.1M20.58%+2,12713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…125,485$27.5M0.05%-139,02713F-HRTimelineGroup
Client First Capital LLC123,309$27.1M10.92%+913F-HRTimeline
Waverly Advisors, LLC122,910$27M0.16%-11,40113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC139,989$26.9M3.35%013F-HRTimeline
Tanglewood Wealth Management, Inc.120,139$26.4M2.24%-74813F-HRTimeline
Summit Wealth Partners, LLC118,591$26M3.71%-6,18513F-HRTimeline
IHT Wealth Management, LLC118,519$26M0.55%-89,24113F-HRTimeline
Betterment LLC118,205$25.9M0.04%+15,13413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC117,276$25.7M2.47%+2,10013F-HRTimeline
Meridian Wealth Partners, LLC115,000$25.2M3.05%+1,59413F-HRTimeline
Financial Partners Group, Inc112,092$24.6M2.5%+4,84513F-HRTimeline
MCMORGAN & CO LLC111,785$24.5M3.69%-4,98913F-HRTimeline
360 Financial, Inc.111,598$24.5M6.22%+1,78313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.110,372$24.2M0.22%+9,20513F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC110,194$24.2M3.25%+2,22813F-HRTimeline
Arax Advisory Partners110,053$24.1M0.16%+55,74313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP109,800$24.1M0.02%+18,50013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…109,152$24M0.48%+2,44313F-HRTimelineGroup
NewEdge Wealth, LLC109,096$23.9M0.24%-6,39413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.106,768$23.4M2.98%+1,07013F-HR/ATimeline
Cardinal Strategic Wealth Guidance106,281$23.3M5.29%-49,48713F-HRTimeline
Strategic Point Investment Advisors, LLC105,850$23.2M3.03%+1,46013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding105,233$23.1M-10,100Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC103,867$22.8M0.01%+7,39713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…102,338$22.5M0.25%-24613F-HRTimelineGroup
Sequoia Financial Advisors, LLC101,261$22.2M0.11%-4,02513F-HRTimeline
Legacy Edge Advisors, LLC100,803$22.1M2.03%-4413F-HR/ATimeline
Allworth Financial LP99,340$21.8M0.09%-3,76813F-HRTimeline
Strategic Blueprint, LLC98,933$21.7M1.08%-38,56113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD98,490$21.6M0.08%-20,34113F-HRTimelineGroup
Weaver Consulting Group96,291$21.1M4.33%-1,82313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC95,782$21M0.01%+25,05213F-HRTimelineGroup
TRB Wealth Management, LLC95,651$21M2.79%-7,84613F-HRTimeline
HUB Investment Partners, LLC93,668$20.6M0.38%+7,91113F-HRTimeline
UMB Bank, n.a.93,041$20.4M0.26%-30,59613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Van Hulzen Asset Management, LLC92,649$20.3M1.45%-9,94213F-HRTimeline
TUDOR INVESTMENT CORP ET AL92,491$20.3M0.08%+37,57013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…91,967$20.2M0.1%-6,81313F-HRTimeline
Ashton Thomas Private Wealth, LLC91,877$20.2M0.42%-17,51913F-HRTimeline
Vise Technologies, Inc.91,638$20.1M0.23%+34,13213F-HRTimeline
Quantinno Capital Management LP91,621$20.1M0.02%+16,98913F-HRTimeline
Elevated Financial Group LLC90,588$19.9M5.61%+7,50813F-HRTimeline
CABOT WEALTH MANAGEMENT INC90,297$19.8M2.02%+35,00213F-HRTimeline
Center for Financial Planning, Inc.89,819$19.7M1.84%-75113F-HRTimeline
Gladstone Institutional Advisory LLC87,335$19.2M0.61%+4,73813F-HRTimeline
Advus Financial Partners, LLC84,615$18.6M5.29%-5,11513F-HR/ATimeline
SHUFRO ROSE & CO LLC84,337$18.5M1.06%+2,12913F-HRTimeline
AdvisorShares Investments LLC82,792$18.2M2.19%-282,99213F-HRTimeline
Trinity Wealth Management, LLC82,694$18.1M5.76%-9,55313F-HRTimeline
Well Done, LLC81,845$18M2.42%-65713F-HRTimeline
Wealthspire Advisors, LLC81,119$17.8M0.1%-2,18913F-HRTimeline
MB Generational Wealth, LLC80,754$17.7M8.69%-81513F-HRTimeline
Lutz Financial Services LLC80,645$17.7M1.08%-26113F-HRTimeline
J. Mark Nickell & Co.80,184$17.6M14.03%+2,87813F-HRTimeline
Fragasso Financial Advisors Inc79,805$17.5M0.94%-22,80513F-HRTimeline
Journey Advisory Group, LLC79,363$17.4M1.33%-87313F-HRTimeline
Prosperity Consulting Group, LLC78,907$17.3M0.66%-186,16113F-HRTimeline
Sharkey, Howes & Javer77,801$17.1M2.06%-112,47013F-HRTimeline
Wealth Quarterback LLC75,806$16.6M5.14%+4,97913F-HRTimeline