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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,625 managers (1,648 13F filers) reported a position in QUAL shares at 2026-06-30, 171,292,537 shares in all. 108 filers opened a position and 110 filers sold out during the quarter.

Managers
1,625
13F filers
1,648
New
108
Added
495
Reduced
763
Sold out
110
Shares held by filers
171,292,537

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
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/74,464$16.3M0.01%-89313F-HRTimelineGroup
Apella Capital, LLC74,877$16.3M0.23%-2,36613F-HRTimeline
Kraft, Davis & Associates, LLC74,726$16.2M3.39%+1,50113F-HRTimeline
AE Wealth Management LLC73,287$16.1M0.07%-228,68413F-HRTimeline
Wood Tarver Financial Group, LLC72,612$15.9M3.76%+2,37313F-HRTimeline
Bell Investment Advisors, Inc72,583$15.9M2.34%-8,50213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC72,577$15.9M0.24%+42713F-HRTimeline
MOTIVE WEALTH ADVISORS72,291$15.9M6.52%+73813F-HRTimeline
Caprock Group, LLC70,699$15.5M0.3%+1,33713F-HRTimeline
ELEMENT POINTE ADVISORS, LLC70,691$15.5M2.5%-7,71913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC70,180$15.4M0.07%-70413F-HRTimeline
IFG Advisory, LLC69,991$15.4M0.54%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding70,632$15.3M+1,286Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,240$15.2M0.01%+11,07313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…67,527$14.8M0.13%-50,09413F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC67,153$14.7M0.11%+8,94813F-HRTimelineGroup
Orion Porfolio Solutions, LLC64,896$14.2M0.11%-38,65113F-HRTimeline
Garrett Wealth Advisory Group, LLC64,522$14.2M2.18%-56213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…63,933$14M3.98%-27,23313F-HRTimeline
Keebeck Wealth Management63,818$14M1.37%-26,63413F-HRTimeline
Mayflower Financial Advisors, LLC61,337$13.5M1.16%-23,72513F-HRTimeline
FIRST AMERICAN TRUST, FSB60,948$13.4M0.81%+6,25413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management60,802$13.3M0.13%-38,20113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC60,788$13.2M1.64%+10,31813F-HRTimeline
Perigon Wealth Management, LLC60,104$13.2M0.21%-74,17113F-HRTimeline
GSG Advisors LLC59,985$13.2M2.9%-51113F-HRTimeline
StrongBox Wealth, LLC58,556$12.8M3.66%+1,23413F-HRTimeline
Capital Investment Advisory Services, L…57,843$12.7M0.78%+1813F-HRTimeline
Sovran Advisors, LLC57,830$12.5M0.93%-16,23013F-HRTimeline
Asset Advisors Investment Management, L…56,836$12.5M1.14%+53413F-HRTimeline
Hughes Financial Services, LLC56,740$12.5M1.65%-2,14913F-HRTimeline
ERn Financial, LLC56,629$12.4M2.06%-34613F-HRTimeline
Summit Financial, LLC56,568$12.4M0.14%+1,40913F-HRTimeline
Tennessee Valley Asset Management Partn…56,546$12.4M1.37%+52913F-HRTimeline
Intelligence Driven Advisers, LLC56,015$12.3M2%-1,07013F-HRTimeline
TME FINANCIAL, INC.55,817$12.2M7.56%+32,80313F-HRTimeline
Balentine LLC55,711$12.2M0.43%+22913F-HRTimeline
Forthright Family Wealth Advisory LLC55,610$12.2M6.9%-4,97513F-HRTimeline
Icon Wealth Advisors, LLC55,365$12.1M0.73%-99,95713F-HRTimeline
Trilogy Capital Inc.55,269$12.1M0.47%-82113F-HRTimeline
Dorsey & Whitney Trust CO LLC55,205$12.1M0.59%-9213F-HRTimeline
Global Retirement Partners, LLC54,878$12M0.18%13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding54,665$12M+2,492Timeline
Atria Investments, Inc54,355$11.9M0.12%-143,23813F-HRTimeline
Focus Financial Network, Inc.54,255$11.9M0.37%-23,56913F-HRTimeline
Jacobi Capital Management LLC53,875$11.8M0.58%+89913F-HRTimeline
Montecito Bank & Trust53,781$11.8M1.77%-3,20713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/53,420$11.7M0.01%+10,71613F-HRTimelineGroup
Snowden Capital Advisors LLC52,603$11.5M0.27%+9,59313F-HRTimeline
MRA Advisory Group52,400$11.5M4.17%+1,26413F-HRTimeline
Perennial Investment Advisors, LLC52,117$11.4M0.76%-1,13013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC51,591$11.3M2.52%+1,24813F-HRTimeline
IFP Advisors, Inc51,558$11.3M0.2%-9,35713F-HRTimeline
Addison Capital Co51,478$11.3M1.85%+1,53313F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC51,391$11.3M9.94%+1,45113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP51,171$11.2M<0.01%-19913F-HRTimelineGroup
Flagship Private Wealth, LLC51,134$11.2M3.97%+1,56613F-HRTimeline
MAI Capital Management50,622$11.1M0.04%+2,09613F-HRTimeline
Blue Edge Capital, LLC50,304$11M1.33%+3413F-HRTimeline
FORTE ASSET MANAGEMENT LLC50,222$11M4.5%+40513F-HRTimeline
Scissortail Wealth Management, LLC49,769$10.9M2.1%-16,48613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD49,724$10.9M0.07%-3,79213F-HRTimelineGroup
5T Wealth, LLC49,025$10.8M4.01%-9,65613F-HRTimeline
FINANCIAL LIFE ADVISORS48,200$10.6M3.01%-1,20513F-HRTimeline
JMAC ENTERPRISES LLC47,996$10.5M1.77%-24,14913F-HRTimeline
Csenge Advisory Group47,994$10.5M0.43%-12,56013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC47,889$10.5M0.39%+24,63313F-HRTimeline
Sculati Wealth Management, LLC47,970$10.5M3.49%+1,51313F-HRTimeline
SVB WEALTH LLC47,183$10.4M0.65%-55313F-HRTimeline
Legacy Advisory Services, LLC47,174$10.4M7.29%+2,46013F-HRTimeline
PMG Wealth Management, Inc.46,796$10.3M6.35%+83613F-HRTimeline
Highview Capital Management LLC/DE/46,603$10.2M2.94%-2013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC46,504$10.2M2.74%+2,42713F-HRTimeline
BOS Asset Management, LLC46,419$10.2M2.36%+1,30213F-HRTimeline
Shepherd Financial Partners LLC45,966$10.1M0.83%-81,44613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS45,755$10M0.36%-3,56413F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC45,737$10M0.91%-28613F-HRTimeline
Nest Investments, LLC45,332$9.95M7.56%+1,49613F-HRTimeline
KICKSTAND VENTURES, LLC.44,958$9.87M1.79%-16,14413F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …44,935$9.86M0.23%-5,10113F-HRTimelineGroup
One Wealth Advisors, LLC44,858$9.84M1.09%-49,06813F-HRTimeline
Sigma Planning Corp44,442$9.75M0.25%-4,37413F-HRTimeline
Geneva Partners, LLC43,631$9.57M2.55%-61113F-HRTimeline
Frisch Financial Group, Inc.43,489$9.54M1.64%-15,90613F-HRTimeline
Stonehearth Capital Management, LLC43,415$9.53M3.25%-1,41313F-HRTimeline
MGO ONE SEVEN LLC43,414$9.53M0.16%-78,03413F-HRTimeline
West Wealth Group, LLC43,011$9.44M1.54%+3,36713F-HRTimeline
Premier Path Wealth Partners, LLC42,309$9.28M1.07%-4,28913F-HRTimeline
Financial Enhancement Group LLC42,270$9.28M1.11%+27313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA41,824$9.18M0.01%-9,81013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP41,610$9.13M0.01%-122,73813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC41,400$9.08M0.01%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC41,077$9.01M5.02%-7,86213F-HRTimeline
SteelPeak Wealth, LLC40,941$8.98M0.24%-60,94313F-HRTimeline
J.W. COLE ADVISORS, INC.40,925$8.98M0.15%-4,61713F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC40,818$8.96M4.38%-80313F-HRTimeline
CONNABLE OFFICE INC40,433$8.87M0.78%-3,03913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,593$8.69M0.01%+11,34613F-HRTimelineGroup
Pettinga Financial Advisors LLC39,570$8.68M1.39%-40,70713F-HRTimeline
Skyline Advisors, Inc.39,301$8.62M2.71%-38,50513F-HRTimeline
Capital Advantage, Inc.39,205$8.6M1.05%+1,08813F-HRTimeline
Performa Ltd (US), LLC39,117$8.58M1.39%+61813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…39,000$8.56M0.02%+4,00013F-HRTimelineGroup
Cypress Wealth Services, LLC38,773$8.51M1.05%-40,01613F-HRTimeline
Western Wealth Management, LLC38,747$8.5M0.28%-3,48213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC38,665$8.48M<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC38,609$8.47M0.48%+61713F-HRTimeline
SYNTAX RESEARCH, INC.38,180$8.38M6.12%+29,63913F-HRTimeline
Capital Investment Advisors, LLC38,110$8.36M0.11%+2,21413F-HRTimeline
Detalus Advisors, LLC37,807$8.3M1.62%-47,95213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC37,775$8.29M1.65%+1,20513F-HRTimeline
CoreCap Advisors, LLC37,240$8.17M0.24%-8,63413F-HRTimeline
World Investment Advisors42,009$8.17M0.14%-23,05613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management37,021$8.12M0.25%-5,90813F-HRTimelineGroup
Savvy Advisors, Inc.36,930$8.1M0.17%+4,22513F-HRTimeline
Green Ridge Wealth Planning LLC35,505$7.79M3.28%-5,95313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC35,333$7.75M1.24%+67713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC35,280$7.74M0.45%+1,69813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,194$7.72M0.14%-18,05813F-HRTimeline
Mutual Advisors, LLC35,088$7.7M0.15%-4,73913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.35,355$7.64M4.66%+55713F-HRTimeline
Summit Trail Advisors, LLC34,634$7.6M0.1%-70213F-HRTimeline
Golden State Wealth Management, LLC34,207$7.51M0.68%-4,07013F-HRTimeline
Maia Wealth LLC34,182$7.5M1.11%-3,94313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC33,454$7.34M0.01%-12,44413F-HRTimelineGroup
Symphony Financial, Ltd. Co.33,629$7.34M0.8%+23113F-HRTimeline
VISTA INVESTMENT MANAGEMENT33,410$7.33M2.21%-18713F-HRTimeline
RWA WEALTH PARTNERS, LLC33,144$7.27M0.07%-3,49313F-HRTimeline
BEACON FINANCIAL PLANNING, INC32,870$7.21M2.45%-15213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.32,866$7.21M0.26%-80413F-HRTimeline
Shum Financial Group, Inc.32,369$7.1M4.28%+1,76013F-HRTimeline
CORA CAPITAL ADVISORS LLC32,157$7.06M1.98%-21413F-HRTimeline
Keystone Financial Group32,065$7.04M0.42%+2,63313F-HRTimeline
Horst & Graben Wealth Management LLC31,755$6.95M0.91%-82,82313F-HRTimeline
BLAIR WILLIAM & CO/IL31,574$6.93M0.02%+2,34213F-HRTimeline
Ironsides Asset Advisors, LLC31,373$6.88M1.61%-86113F-HRTimeline
Bison Wealth, LLC31,467$6.88M0.63%+54313F-HRTimeline
OLD NATIONAL BANCORP /IN/30,979$6.8M0.14%-2,60613F-HRTimeline
EP Wealth Advisors, LLC30,952$6.79M0.03%+77313F-HRTimeline
Advisory Services Network, LLC30,647$6.72M0.08%-4,26513F-HRTimeline
Trust Co30,629$6.72M0.61%-22113F-HRTimeline
American Money Management, LLC30,588$6.71M0.96%+92913F-HRTimeline
10Elms LLP30,491$6.69M2.83%+11,57713F-HRTimeline
Compound Planning, Inc.30,445$6.68M0.17%-4,71313F-HRTimeline
Arkadios Wealth Advisors30,444$6.68M0.1%-3,50313F-HRTimeline
Yoder Wealth Management, Inc.30,519$6.63M2.59%-1,51713F-HRTimeline
Flywheel Private Wealth LLC30,071$6.6M3.25%+90013F-HRTimeline
CGN Advisors LLC30,058$6.6M0.48%-36,55113F-HRTimeline
Breakwater Capital Group29,944$6.57M0.79%+62113F-HRTimeline
Formidable Asset Management, LLC33,986$6.52M1.04%-1,85713F-HRTimeline
Inscription Capital, LLC29,300$6.43M0.57%+413F-HRTimeline
Sheridan Capital Management, LLC29,154$6.4M3.08%-45213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,528$6.26M0.14%-135,41413F-HRTimelineGroup
Summa Corp.28,300$6.21M1.95%013F-HRTimeline
Avant Capital LLC28,266$6.2M3.89%-72813F-HRTimeline
Leslie Global Wealth, LLC28,176$6.18M2.41%+1213F-HRTimeline
KM Capital Management Ltd.28,057$6.16M2.89%013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.27,953$6.13M5.02%+2,95913F-HRTimeline
CFS Investment Advisory Services, LLC28,058$6.13M0.41%-60,23113F-HRTimeline
INTRUST BANK NA27,755$6.09M0.45%-1,59613F-HRTimeline
Kilter Group LLC27,639$6.06M2.2%-25,00613F-HRTimeline
Etesian Wealth Advisors, Inc.27,426$6.02M1.78%+8,29013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP27,341$6M0.21%-1,25213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …27,322$6M0.78%+73313F-HRTimeline
Scarborough Advisors, LLC27,460$5.96M0.68%-102,27913F-HRTimeline
Rossby Financial, LCC27,069$5.94M1.09%+4413F-HRTimeline
Paller Financial Services Inc26,994$5.92M4.43%-2,30513F-HRTimeline
Delos Wealth Advisors, LLC26,878$5.9M3.03%+83913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC26,724$5.86M0.4%+3,62713F-HRTimeline
BIP Wealth, LLC26,656$5.85M0.17%+25,25313F-HRTimeline
Moment Partners, LLC26,633$5.84M1.05%-28,83613F-HRTimeline
WARNER FINANCIAL, INC26,457$5.81M1.71%+72413F-HRTimeline
Trek Financial, LLC26,325$5.78M0.29%-42,91713F-HRTimeline
Stanich Group LLC26,284$5.77M3.63%+2,89313F-HRTimeline
Tempo Wealth, LLC26,221$5.75M0.85%-14913F-HRTimeline
Centurion Wealth Management LLC26,069$5.72M1.37%-5,75713F-HRTimeline
First Citizens Financial Corp25,763$5.65M2.36%+2,61713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC25,731$5.65M0.01%-27,80013F-HRTimelineGroup
Fortis Capital Management LLC25,597$5.62M0.63%+4413F-HRTimeline
BCGM Wealth Management, LLC25,332$5.56M1.18%-28,32813F-HRTimeline
National Philanthropic Trust25,309$5.55M0.08%+21,72313F-HRTimeline
TSA Wealth Managment LLC25,045$5.5M1.55%-29,69313F-HRTimeline
Apeiron RIA LLC25,013$5.49M1.41%-26,85913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,951$5.47M0.02%+6,65213F-HRTimelineGroup
Gambit Capital Management, LLC24,934$5.47M3.19%+3,16713F-HRTimeline
SageView Advisory Group, LLC24,931$5.47M0.18%-6913F-HRTimeline
Tacita Capital Inc24,861$5.46M2.96%-6413F-HRTimeline
HMV Wealth Advisors, LLC24,800$5.44M2.12%-38013F-HRTimeline
Tradition Wealth Management, LLC24,569$5.39M0.33%-14,99013F-HRTimeline
Custos Family Office, LLC24,257$5.32M3.2%-5213F-HRTimeline
Sound Financial Strategies Group, LLC24,169$5.3M3.37%+13813F-HRTimeline
LINCOLN CAPITAL CORP24,143$5.3M1.72%+13813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC24,100$5.29M0.37%+1,94713F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI24,008$5.27M2.13%+4,54013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,987$5.26M0.16%-95,96513F-HRTimelineGroup
Noble Wealth Partners LLC23,812$5.23M4.54%13F-HRTimeline
OMNI 360 Wealth, Inc.23,756$5.21M2.41%-1,34713F-HRTimeline
Aries Wealth Management23,584$5.18M1.02%-9613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,517$5.16M0.2%-48213F-HRTimeline
Hudson Oak Wealth Advisory LLC23,235$5.1M3.93%-29413F-HRTimeline