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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,476 managers (1,491 13F filers) reported a position in QUAL shares at 2024-12-31, 244,619,916 shares in all. 76 filers opened a position and 66 filers sold out during the quarter.

Managers
1,476
13F filers
1,491
New
76
Added
644
Reduced
446
Sold out
66
Shares held by filers
244,619,916

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SVB WEALTH LLC122,801$21.9M0.41%+120,57913F-HRTimeline
Physician Wealth Advisors, Inc.120,756$21.5M3.63%+2,43513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC119,750$21.3M3.55%+4,98513F-HRTimeline
Stonebrook Private Inc.118,866$21.2M5.54%+30313F-HRTimeline
Wade Financial Advisory, Inc116,930$20.8M7.05%-2,01913F-HRTimeline
Allworth Financial LP112,466$20.7M0.11%-3,01813F-HRTimeline
Symmetry Partners, LLC114,757$20.4M2.91%+45,28313F-HRTimeline
Tradition Wealth Management, LLC114,600$20.4M1.8%+5,02113F-HRTimeline
Detalus Advisors, LLC114,202$20.3M6.7%-32213F-HRTimeline
Kelly Financial Services LLC111,368$19.8M7.15%+3,93013F-HR/ATimeline
Spectrum Wealth Counsel, LLC111,323$19.8M2.33%-5,08313F-HRTimeline
Meridian Wealth Partners, LLC110,758$19.7M2.99%+1,26013F-HRTimeline
Weaver Consulting Group110,470$19.7M6.05%-77813F-HRTimeline
Keebeck Wealth Management108,864$19.4M2.79%+96013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…108,747$19.4M9.07%+9,68013F-HRTimeline
CGN Advisors LLC108,559$19.3M1.88%+80613F-HRTimeline
Cypress Wealth Services, LLC107,347$19.1M3.84%+3,21513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…104,774$18.7M0.26%+3,33513F-HRTimelineGroup
Well Done, LLC103,968$18.6M3.41%013F-HRTimeline
Skyline Advisors, Inc.103,112$18.4M7.13%+5,18513F-HRTimeline
Strategic Point Investment Advisors, LLC103,031$18.3M2.99%-1,03313F-HRTimeline
PFG Advisors102,691$18.3M1.12%+3,18913F-HRTimeline
Keystone Financial Services101,512$18.1M6.92%+1,49613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.100,541$17.9M0.2%+19,58613F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC100,406$17.9M2.42%+4,27413F-HRTimeline
Legacy Edge Advisors, LLC100,056$17.9M2.84%-66413F-HRTimeline
&PARTNERS98,800$17.7M0.21%+19,80213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC99,490$17.7M0.34%-1,30613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.99,233$17.7M3.55%+1,18213F-HRTimeline
CENTAURUS FINANCIAL, INC.98,301$17.5M1.07%+3,64813F-HRTimeline
WEALTH ALLIANCE, LLC97,923$17.4M2.09%+2,09713F-HRTimeline
Summit X, LLC97,899$17.4M3.87%+1,24713F-HRTimeline
Intelligence Driven Advisers, LLC97,525$17.4M3.27%-54,06513F-HRTimeline
Center for Financial Planning, Inc.96,952$17.3M2.3%-1,37013F-HRTimeline
EWG Elevate Inc.96,753$17.2M5.25%+53,26913F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC96,732$17.2M6.04%+4,56013F-HRTimeline
Richard Bernstein Advisors LLC96,553$17.2M0.39%-1,83313F-HRTimeline
Trinity Wealth Management, LLC95,983$17.1M7.73%+1,01813F-HRTimeline
Regal Investment Advisors LLC95,256$17M1.27%+1,25113F-HRTimeline
Advus Financial Partners, LLC94,919$16.9M7.24%+6,15013F-HR/ATimeline
Financial Advocates Investment Manageme…93,461$16.6M0.95%-2,27513F-HRTimeline
TOWNSQUARE CAPITAL LLC93,400$16.6M0.19%-48,56513F-HRTimeline
REGATTA CAPITAL GROUP, LLC91,288$16.3M3.15%+1,94613F-HRTimeline
PAX Financial Group, LLC91,287$16.3M2.91%+6,58313F-HRTimeline
Wealthspire Advisors, LLC91,247$16.2M0.16%-10,49513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD90,398$16.2M0.93%-21313F-HRTimeline
MB Generational Wealth, LLC90,403$16.1M11.81%-54813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC88,446$15.8M1.18%+92613F-HRTimelineGroup
Veltria Advisors Corp.87,501$15.6M6.49%013F-HRTimeline
Focus Financial Network, Inc.87,289$15.5M0.62%-5,83113F-HRTimeline
Kraft, Davis & Associates, LLC84,646$15.5M4.44%+6,42613F-HRTimeline
INTEGRITY ALLIANCE, LLC.87,244$15.5M1.68%13F-HRTimeline
ONE Advisory Partners, LLC86,034$15.3M6.8%-62113F-HRTimeline
Cook Wealth, LLC82,062$15.1M7.11%+1,87513F-HRTimeline
Midwest Capital Advisors, LLC84,894$15.1M11.05%13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC83,921$14.9M3.52%+16313F-HRTimeline
Beacon Bridge Wealth Partners, LLC82,920$14.8M6.27%-5,31013F-HRTimeline
TSA Wealth Managment LLC82,684$14.7M5.99%+45313F-HRTimeline
Yeomans Consulting Group, Inc.82,483$14.7M5.5%-18,37213F-HRTimeline
Mayflower Financial Advisors, LLC82,468$14.7M2.2%+7,62413F-HRTimeline
Waterloo Capital, L.P.81,740$14.6M1.53%-19,96913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC81,321$14.5M0.01%-45513F-HRTimelineGroup
BCGM Wealth Management, LLC81,155$14.5M4.58%+3,28813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…80,357$14.3M0.14%+15,86113F-HRTimelineGroup
INTRUST BANK NA80,206$14.3M1.45%-59413F-HRTimeline
Client First Capital LLC79,696$14.2M7.3%+6,13913F-HRTimeline
RFG Advisory, LLC79,223$14.1M0.4%-2,79113F-HRTimeline
Snowden Capital Advisors LLC78,816$14M0.44%-6,11713F-HRTimeline
Wealth Quarterback LLC78,699$14M6.58%+15,13613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding78,216$13.9M+34,348Timeline
Trek Financial, LLC77,003$13.7M1.02%+5,14113F-HRTimeline
Bell Investment Advisors, Inc76,939$13.7M2.56%-1,07413F-HRTimeline
Kilter Group LLC76,857$13.7M8.91%13F-HRTimeline
Moment Partners, LLC76,177$13.6M2.58%13F-HRTimeline
Community Financial Services Group, LLC75,929$13.5M2.68%new13F-HRTimeline
IFG Advisory, LLC75,695$13.5M0.76%+19,40113F-HRTimeline
Scissortail Wealth Management, LLC75,132$13.4M3.43%+74,29013F-HRTimeline
Balentine LLC75,064$13.4M0.54%-660,79813F-HRTimeline
Perennial Investment Advisors, LLC74,924$13.3M1.57%+60,86413F-HRTimeline
Financial Partners Group, Inc74,844$13.3M1.94%+52,17913F-HRTimeline
HUB Investment Partners, LLC74,195$13.2M0.56%-7,25213F-HRTimeline
SHUFRO ROSE & CO LLC73,964$13.2M1.03%+9,90213F-HRTimeline
Sigma Planning Corp73,676$13.1M0.41%+3,22213F-HRTimeline
Waverly Advisors, LLC73,554$13.1M0.2%+13,72813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…72,723$13M0.05%+36013F-HRTimelineGroup
Capital Investment Advisory Services, L…72,849$13M1.25%-87313F-HRTimeline
WBH ADVISORY INC72,393$12.9M1.2%+4,77513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC70,986$12.6M1.14%-20,80513F-HRTimeline
5T Wealth, LLC70,858$12.6M6.91%13F-HRTimeline
Csenge Advisory Group70,707$12.6M0.68%-16513F-HRTimeline
IFP Advisors, Inc70,552$12.6M0.41%+3,01613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC69,979$12.5M<0.01%+14,92013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.69,496$12.4M3.16%+43513F-HRTimeline
Maia Wealth LLC67,641$12.3M2.66%+4,16313F-HRTimeline
Garrett Wealth Advisory Group, LLC69,182$12.3M2.8%-2,04613F-HRTimeline
WCG Wealth Advisors LLC68,989$12.3M0.81%+2,99413F-HRTimeline
Claro Advisors Inc.68,596$12.2M1.65%-8,20213F-HRTimeline
Independent Advisor Alliance67,732$12.1M0.16%+65,68513F-HRTimeline
Watts Gwilliam & Co., LLC67,402$12M2.54%-2,87313F-HRTimeline
EdgeRock Capital LLC67,535$12M7.88%+1,53913F-HRTimeline
Global Retirement Partners, LLC67,366$12M0.34%+10,34913F-HRTimeline
Lutz Financial Services LLC67,304$12M0.97%-34213F-HRTimeline
Creative Planningin group Creative Planning66,780$11.9M0.01%+89413F-HRTimelineGroup
MOTIVE WEALTH ADVISORS66,760$11.9M6.39%+69613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66,639$11.9M0.37%+1,97813F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC66,031$11.8M4.59%+2,23313F-HRTimeline
360 Financial, Inc.65,637$11.7M4.25%+24,71413F-HRTimeline
Rothschild Wealth LLC65,615$11.7M3.42%+64,44513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC65,158$11.6M0.03%+20,46613F-HRTimelineGroup
Apeiron RIA LLC65,079$11.6M3.24%+3,70013F-HRTimeline
Custos Family Office, LLC64,928$11.6M4.05%+2,92713F-HRTimeline
B. Riley Wealth Advisors, Inc.63,359$11.3M0.37%-58,28813F-HRTimeline
ERn Financial, LLC62,787$11.2M1.68%-1,82113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP62,722$11.2M0.83%+11,32213F-HRTimeline
EQ LLC62,201$11.1M5.2%+3,85113F-HRTimeline
Gladstone Institutional Advisory LLC61,795$11M0.51%+45113F-HRTimeline
SWMG, LLC59,653$11M4.37%+5,02213F-HRTimeline
Wood Tarver Financial Group, LLC61,109$10.9M3.64%13F-HRTimeline
Running Point Capital Advisors, LLC60,820$10.8M3.71%-5,40413F-HRTimeline
Crown Wealth Group, LLC60,710$10.8M4.4%+38213F-HRTimeline
TD Waterhouse Canada Inc.60,416$10.8M0.09%+3,98613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA59,609$10.6M0.02%-19,13413F-HR/ATimelineGroup
Global Wealth Strategies & Associates59,466$10.6M3.31%+2,12313F-HRTimeline
WEDBUSH SECURITIES INC59,404$10.6M0.38%+1,72913F-HRTimeline
ShoreHaven Wealth Partners, LLC59,286$10.6M4.99%+39013F-HRTimeline
Ullmann Wealth Partners Group, LLC59,027$10.5M1.36%-2,27013F-HRTimeline
Guided Capital Wealth Management, LLC58,650$10.4M9.57%13F-HRTimeline
Triad Wealth Partners, LLC58,596$10.4M3.77%+31,30213F-HRTimeline
Forthright Family Wealth Advisory LLC58,486$10.4M6.77%+1,81013F-HRTimeline
Bay Harbor Wealth Management, LLC58,414$10.4M3.38%+3,18613F-HRTimeline
Sovran Advisors, LLC58,663$10.4M1.48%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …57,838$10.3M0.29%-1,94613F-HRTimelineGroup
SOL Capital Management CO57,715$10.3M1.14%+7,94313F-HRTimeline
ARQ WEALTH ADVISORS, LLC57,391$10.2M3.89%-45,74613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/57,162$10.2M0.01%+1,33813F-HRTimelineGroup
WealthShield Partners, LLC57,116$10.2M1.44%-75013F-HRTimeline
Ashton Thomas Private Wealth, LLC57,018$10.2M0.4%+47,05813F-HRTimeline
First Horizon Advisors, Inc.56,740$10.1M0.28%-3,81013F-HRTimeline
Blue Edge Capital, LLC56,553$10.1M1.58%+1,65813F-HRTimeline
THEORY FINANCIAL LLC56,551$10.1M4.21%+1,11713F-HRTimeline
Jacobi Capital Management LLC56,451$10.1M0.75%+1,74313F-HRTimeline
Alternative Investment Advisors, LLC.56,047$9.98M5.21%-15813F-HRTimeline
NewEdge Wealth, LLC55,671$9.91M0.17%-2,90013F-HRTimeline
Montecito Bank & Trust55,480$9.88M1.71%+35013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC55,365$9.86M0.01%+7,01013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC55,196$9.83M0.01%+41313F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC55,065$9.81M5.21%-83513F-HRTimeline
GSG Advisors LLC55,059$9.8M3.09%+5,71913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,962$9.79M0.27%-22213F-HRTimelineGroup
Caprock Group, LLC54,814$9.76M0.32%-3,70013F-HRTimeline
Stonehearth Capital Management, LLC54,408$9.69M3.89%-25113F-HRTimeline
BEACON FINANCIAL GROUP54,250$9.66M1.04%+3,25113F-HRTimeline
Flagship Private Wealth, LLC54,239$9.66M4.65%+11,68513F-HRTimeline
StrongBox Wealth, LLC53,813$9.58M4.06%-59113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD53,762$9.57M0.16%+1,33613F-HRTimelineGroup
Premier Path Wealth Partners, LLC53,621$9.55M1.46%+1,30813F-HRTimeline
Sage Advisory Services, Ltd.Co.52,968$9.43M5.6%-123,67913F-HRTimeline
Symphony Financial, Ltd. Co.49,299$8.98M1.41%-2,54613F-HRTimeline
ADAPT WEALTH ADVISORS, LLC50,347$8.97M4.41%+19,15213F-HRTimeline
Geneva Partners, LLC50,221$8.94M3.63%+1,72113F-HRTimeline
Dorsey & Whitney Trust CO LLC49,932$8.89M0.49%+21,00313F-HRTimeline
Asset Advisors Investment Management, L…49,848$8.88M0.93%+2,02113F-HRTimeline
Karpus Management, Inc.49,327$8.78M0.26%-63,08213F-HRTimeline
JMAC ENTERPRISES LLC48,409$8.62M1.35%+3,59713F-HRTimeline
Three Magnolias Financial Advisors, LLC48,138$8.57M9.01%13F-HRTimeline
Cynosure Group, LLC47,701$8.49M1.27%-1,71713F-HRTimeline
LINCOLN CAPITAL CORP47,535$8.47M3.48%-80113F-HRTimeline
SigFig Wealth Management, LLC47,277$8.44M0.31%+1,43713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich46,496$8.44M0.03%-27,11913F-HRTimeline
Tennessee Valley Asset Management Partn…47,179$8.4M1.41%-2,58213F-HRTimeline
Northeast Financial Consultants Inc47,102$8.39M0.35%+1,16013F-HRTimeline
Annex Advisory Services, LLC47,024$8.37M0.25%-3,05613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC47,005$8.37M2.17%+1,86113F-HR/ATimeline
Yoder Wealth Management, Inc.46,315$8.22M4.54%-44313F-HRTimeline
Hoese & Co LLP45,954$8.18M7.1%-43613F-HRTimeline
FINANCIAL LIFE ADVISORS45,838$8.16M3.07%+21113F-HRTimeline
Mutual Advisors, LLC45,450$8.16M0.24%-1,70713F-HRTimeline
Royal Harbor Partners, LLC45,648$8.13M3.07%+1,70013F-HRTimeline
Ironsides Asset Advisors, LLC45,621$8.12M2.33%+213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\45,072$8.03M<0.01%+25,67213F-HR/ATimelineGroup
Hobbs Wealth Management, LLC44,792$7.98M9.11%13F-HRTimeline
MRA Advisory Group44,683$7.96M4.22%+76313F-HRTimeline
MGO ONE SEVEN LLC44,588$7.94M0.31%-2,43313F-HRTimeline
Crestwood Advisors Group, LLC44,239$7.88M0.15%+14,44813F-HRTimeline
Eldridge Investment Advisors, Inc.44,182$7.87M1.83%-11,49413F-HRTimeline
ORG Partners LLC43,284$7.71M1.05%-65413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC42,961$7.65M0.06%+98013F-HRTimeline
ALTFEST L J & CO INC42,811$7.62M0.97%+11,75113F-HRTimeline
Advisory Services Network, LLC42,712$7.61M0.14%-4,04413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,437$7.56M<0.01%-1,09513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC42,286$7.53M0.25%+4,32613F-HRTimeline
M1 Capital Management LLC41,804$7.44M4.02%13F-HRTimeline
Spectrum Planning & Advisory Services I…41,771$7.44M6.45%+1,37313F-HRTimeline
SWP FINANCIAL LLC41,758$7.44M4.49%-4,34313F-HRTimeline
True Vision MN LLC41,629$7.41M4.4%-10513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC41,344$7.36M0.15%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP41,099$7.32M0.01%+1,52913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.40,888$7.28M0.21%+85013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC40,814$7.27M0.05%-36613F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP40,355$7.19M0.21%+7,03813F-HRTimelineGroup