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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,460 managers (1,476 13F filers) reported a position in QUAL shares at 2025-03-31, 251,030,247 shares in all. 83 filers opened a position and 85 filers sold out during the quarter.

Managers
1,460
13F filers
1,476
New
83
Added
704
Reduced
469
Sold out
85
Shares held by filers
251,030,247

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cypress Wealth Services, LLC125,986$21.5M4.37%+18,63913F-HRTimeline
Tanglewood Wealth Management, Inc.125,570$21.5M2.41%-15,37713F-HRTimeline
Detalus Advisors, LLC124,043$21.2M6.66%+9,84113F-HRTimeline
RVW Wealth, LLC123,472$21.1M1.99%-4,75813F-HRTimeline
Symmetry Partners, LLC123,386$21.1M2.93%+8,62913F-HRTimeline
Keystone Financial Services123,002$21M8.01%+21,49013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC115,027$20.3M7.93%+18,29513F-HRTimeline
Kelly Financial Services LLC118,281$20.2M7.03%+6,91313F-HRTimeline
CENTAURUS FINANCIAL, INC.117,407$20.1M1.21%+19,10613F-HRTimeline
VestGen Advisors, LLC116,456$19.9M0.9%13F-HRTimeline
Client First Capital LLC116,032$19.8M10.16%+36,33613F-HRTimeline
B. Riley Wealth Advisors, Inc.115,744$19.8M0.6%+52,38513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…116,406$19.7M8.9%+7,65913F-HRTimeline
Wade Financial Advisory, Inc112,716$19.3M6.6%-4,21413F-HRTimeline
Weaver Consulting Group111,539$19.1M5.74%+1,06913F-HRTimeline
WEALTH ALLIANCE, LLC111,370$19M2.3%+13,44713F-HRTimeline
Apella Capital, LLC113,352$18.8M0.64%-34,81913F-HRTimeline
Summit X, LLC109,686$18.7M3.94%+11,78713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD109,004$18.6M1.07%+18,60613F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC108,544$18.5M2.52%+8,13813F-HRTimeline
Meridian Wealth Partners, LLC108,364$18.5M2.96%-2,39413F-HRTimeline
PFG Advisors107,767$18.4M1.03%+5,07613F-HRTimeline
Well Done, LLC102,800$18.3M3.32%-1,16813F-HRTimeline
Focus Financial Network, Inc.106,597$18.2M0.74%+19,30813F-HRTimeline
PAX Financial Group, LLC106,540$18.2M3.23%+15,25313F-HRTimeline
Allworth Financial LP108,925$18.2M0.1%-3,54113F-HRTimeline
Trek Financial, LLC106,165$18.1M1.31%+29,16213F-HRTimeline
Invst, LLC105,315$18M2.46%-38,12813F-HRTimeline
Skyline Advisors, Inc.104,500$17.9M7.03%+1,38813F-HRTimeline
Creative Planningin group Creative Planning102,624$17.5M0.02%+35,84413F-HRTimelineGroup
Strategic Point Investment Advisors, LLC102,167$17.5M2.91%-86413F-HRTimeline
Legacy Edge Advisors, LLC101,977$17.4M2.72%+1,92113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP101,407$17.3M0.29%+75,02213F-HRTimeline
ONE Advisory Partners, LLC101,206$17.3M7.39%+15,17213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…100,707$17.2M0.25%-4,06713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.100,503$17.2M0.3%-3813F-HRTimelineGroup
SVB WEALTH LLC100,033$17.1M0.7%-22,76813F-HRTimeline
Midwest Capital Advisors, LLC99,790$17.1M10.47%+14,89613F-HRTimeline
WJ Wealth Management, LLC99,472$17M6.01%-34,53513F-HRTimeline
Advus Financial Partners, LLC98,719$16.9M7.23%+3,80013F-HR/ATimeline
TOBIAS FINANCIAL ADVISORS, INC.98,106$16.8M3.26%-1,12713F-HRTimeline
Financial Advocates Investment Manageme…97,623$16.7M1.17%+4,16213F-HRTimeline
CGN Advisors LLC97,504$16.7M1.63%-11,05513F-HRTimeline
Trinity Wealth Management, LLC96,368$16.5M7.52%+38513F-HRTimeline
&PARTNERS97,006$16.5M0.17%-1,79413F-HRTimeline
Perennial Investment Advisors, LLC95,872$16.4M1.85%+20,94813F-HRTimeline
Center for Financial Planning, Inc.95,739$16.4M2.09%-1,21313F-HRTimeline
Regal Investment Advisors LLC94,610$16.2M1.31%-64613F-HRTimeline
Kilter Group LLC94,324$16.1M10.53%+17,46713F-HRTimeline
TSA Wealth Managment LLC94,013$16.1M6.39%+11,32913F-HRTimeline
REGATTA CAPITAL GROUP, LLC94,001$16.1M3.11%+2,71313F-HRTimeline
Legacy Financial Group LLC92,949$15.9M2.44%+13,31013F-HRTimeline
Intelligence Driven Advisers, LLC92,410$15.8M3.04%-5,11513F-HRTimeline
Beacon Bridge Wealth Partners, LLC92,295$15.8M6.73%+9,37513F-HRTimeline
Mayflower Financial Advisors, LLC92,217$15.8M2.4%+9,74913F-HRTimeline
INTRUST BANK NA88,184$15.1M1.49%+7,97813F-HRTimeline
Snowden Capital Advisors LLC88,068$15.1M0.48%+9,25213F-HRTimeline
MB Generational Wealth, LLC88,054$15M11.23%-2,34913F-HRTimeline
IFG Advisory, LLC87,302$14.9M0.83%+11,60713F-HRTimeline
Horizon Wealth Management, LLC85,948$14.7M2.48%new13F-HRTimeline
Rothschild Wealth LLC85,487$14.6M4.1%+19,87213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC84,867$14.5M0.04%+19,70913F-HRTimelineGroup
Trilogy Capital Inc.84,827$14.5M0.76%-238,85513F-HRTimeline
Scissortail Wealth Management, LLC84,409$14.4M3.71%+9,27713F-HRTimeline
BCGM Wealth Management, LLC84,103$14.4M4.42%+2,94813F-HRTimeline
360 Financial, Inc.83,410$14.3M5.19%+17,77313F-HRTimeline
Financial Partners Group, Inc82,684$14.1M2.18%+7,84013F-HRTimeline
Wealth Quarterback LLC82,350$14.1M7.92%+3,65113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC82,335$14.1M3.42%-1,58613F-HRTimeline
Community Financial Services Group, LLC82,308$14.1M3.05%+6,37913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding78,209$13.8M-7Timeline
Kraft, Davis & Associates, LLC85,167$13.8M4.44%+52113F-HRTimeline
IFP Advisors, Inc80,388$13.7M0.42%+9,83613F-HRTimeline
Triad Wealth Partners, LLC78,861$13.5M4.19%+20,26513F-HRTimeline
Claro Advisors Inc.78,471$13.4M1.79%+9,87513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC78,322$13.4M5.35%+12,29113F-HRTimeline
Capital Investment Advisory Services, L…77,969$13.3M1.19%+5,12013F-HRTimeline
Nan Shan Life Insurance Co., Ltd.77,200$13.2M0.31%new13F-HRTimeline
Bell Investment Advisors, Inc76,743$13.1M2.42%-19613F-HRTimeline
NewEdge Wealth, LLC76,274$13M0.24%+20,60313F-HRTimeline
Waverly Advisors, LLC75,767$12.9M0.16%+2,21313F-HRTimeline
Sigma Planning Corp75,291$12.9M0.41%+1,61513F-HRTimeline
Tradition Wealth Management, LLC75,141$12.8M1.13%-39,45913F-HRTimeline
Cook Wealth, LLC75,732$12.8M6.23%-6,33013F-HRTimeline
HUB Investment Partners, LLC74,490$12.7M0.51%+29513F-HRTimeline
Balentine LLC74,393$12.7M0.53%-67113F-HRTimeline
Moment Partners, LLC74,096$12.7M2.51%-2,08113F-HRTimeline
SHUFRO ROSE & CO LLC72,766$12.4M0.98%-1,19813F-HRTimeline
Maia Wealth LLC75,390$12.4M2.82%+7,74913F-HRTimeline
Csenge Advisory Group76,068$12.3M0.7%+5,36113F-HRTimeline
Bay Harbor Wealth Management, LLC71,714$12.3M3.88%+13,30013F-HRTimeline
ShoreHaven Wealth Partners, LLC71,032$12.1M5.81%+11,74613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA70,455$12M0.03%+10,84613F-HR/ATimelineGroup
Waterloo Capital, L.P.70,038$12M1.11%-11,70213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…70,000$11.9M0.05%-2,72313F-HRTimelineGroup
First Horizon Advisors, Inc.69,263$11.8M0.33%+12,52313F-HRTimeline
Richard Bernstein Advisors LLC68,917$11.8M0.28%-27,63613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68,859$11.8M0.38%+2,22013F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC68,565$11.7M2.62%-61713F-HRTimeline
EQ LLC68,180$11.7M5.44%+5,97913F-HRTimeline
WealthShield Partners, LLC67,924$11.6M1.5%+10,80813F-HRTimeline
Watts Gwilliam & Co., LLC67,796$11.6M2.51%+39413F-HRTimeline
MOTIVE WEALTH ADVISORS67,514$11.5M6.17%+75413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC66,936$11.4M0.01%-14,38513F-HRTimelineGroup
Custos Family Office, LLC66,104$11.3M4.01%+1,17613F-HRTimeline
TOWNSQUARE CAPITAL LLC65,456$11.2M0.12%-27,94413F-HRTimeline
Wood Tarver Financial Group, LLC65,371$11.2M3.64%+4,26213F-HRTimeline
Caprock Group, LLC65,244$11.1M0.34%+10,43013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…65,240$11.1M0.11%-15,11713F-HRTimelineGroup
WCG Wealth Advisors LLC65,047$11.1M0.84%-3,94213F-HR/ATimeline
Foundry Financial Group, Inc.64,836$11.1M6.82%+27,14113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…64,689$11.1M0.33%new13F-HRTimelineGroup
SWMG, LLC65,606$11M4.37%+5,95313F-HRTimeline
Lutz Financial Services LLC64,335$11M0.9%-2,96913F-HRTimeline
WEDBUSH SECURITIES INC64,301$11M0.4%+4,89713F-HRTimeline
FLOW TRADERS U.S. LLC64,002$10.9M0.46%+51,52413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…63,856$10.9M0.27%+8,89413F-HRTimelineGroup
EdgeRock Capital LLC63,817$10.9M7.78%-3,71813F-HRTimeline
RFG Advisory, LLC63,601$10.9M0.29%-15,62213F-HRTimeline
BEACON FINANCIAL GROUP63,505$10.9M1.19%+9,25513F-HRTimeline
Vestmark Advisory Solutions, Inc.63,298$10.8M0.28%new13F-HRTimeline
Global Wealth Strategies & Associates62,971$10.8M3.26%+3,50513F-HRTimeline
Sovran Advisors, LLC66,272$10.7M1.39%+7,60913F-HRTimeline
Gladstone Institutional Advisory LLC62,377$10.7M0.5%+58213F-HRTimeline
FORTE ASSET MANAGEMENT LLC62,376$10.7M5.37%+7,31113F-HRTimeline
McNaughton Wealth Management, LLC62,355$10.7M5.17%new13F-HRTimeline
WBH ADVISORY INC61,573$10.5M0.98%-10,82013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,910$10.4M0.02%+53,94813F-HR/ATimelineGroup
5T Wealth, LLC60,723$10.4M5.91%-10,13513F-HRTimeline
SOL Capital Management CO60,625$10.4M1.14%+2,91013F-HRTimeline
Running Point Capital Advisors, LLC60,365$10.3M3.27%-45513F-HRTimeline
Flagship Private Wealth, LLC60,302$10.3M4.91%+6,06313F-HRTimeline
Guided Capital Wealth Management, LLC60,055$10.3M8.57%+1,40513F-HRTimeline
Ashton Thomas Private Wealth, LLC60,004$10.3M0.39%+2,98613F-HRTimeline
Forthright Family Wealth Advisory LLC59,532$10.2M6.72%+1,04613F-HRTimeline
Ullmann Wealth Partners Group, LLC58,630$10M1.33%-39713F-HRTimeline
ERn Financial, LLC58,610$10M1.58%-4,17713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …57,139$9.76M0.26%-69913F-HRTimelineGroup
Montecito Bank & Trust57,023$9.74M1.72%+1,54313F-HRTimeline
StrongBox Wealth, LLC56,507$9.66M4.03%+2,69413F-HRTimeline
KICKSTAND VENTURES, LLC.56,273$9.62M2.48%-13,22313F-HRTimeline
Blue Edge Capital, LLC55,879$9.55M1.53%-67413F-HRTimeline
Jacobi Capital Management LLC55,470$9.48M0.7%-98113F-HRTimeline
GSG Advisors LLC57,154$9.47M3.11%+2,09513F-HRTimeline
Alternative Investment Advisors, LLC.55,371$9.46M5%-67613F-HRTimeline
Premier Path Wealth Partners, LLC54,885$9.38M1.46%+1,26413F-HRTimeline
SigFig Wealth Management, LLC55,100$9.35M0.34%+7,82313F-HRTimeline
Crown Wealth Group, LLC54,598$9.33M4.84%-6,11213F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD54,204$9.26M0.17%+44213F-HRTimelineGroup
Geneva Partners, LLC54,051$9.24M4.76%+3,83013F-HRTimeline
Dorsey & Whitney Trust CO LLC53,540$9.15M0.53%+3,60813F-HRTimeline
Stonehearth Capital Management, LLC53,381$9.12M3.78%-1,02713F-HRTimeline
Asset Advisors Investment Management, L…52,413$8.96M0.94%+2,56513F-HRTimeline
Ironsides Asset Advisors, LLC52,392$8.95M2.63%+6,77113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC52,288$8.94M4.36%+1,94113F-HRTimeline
SWP FINANCIAL LLC51,493$8.8M5.38%+9,73513F-HRTimeline
ARQ WEALTH ADVISORS, LLC51,336$8.77M3.25%-6,05513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC51,248$8.76M0.33%+11,45913F-HRTimelineGroup
Veltria Advisors Corp.51,216$8.75M5.69%-36,28513F-HRTimeline
JMAC ENTERPRISES LLC50,178$8.57M2.04%+1,76913F-HRTimeline
Hobbs Wealth Management, LLC50,137$8.57M9.51%+5,34513F-HR/ATimeline
Northeast Financial Consultants Inc50,001$8.54M0.38%+2,89913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP49,975$8.54M0.64%-12,74713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC49,587$8.47M0.01%-5,60913F-HRTimelineGroup
Tennessee Valley Asset Management Partn…49,378$8.44M1.38%+2,19913F-HRTimeline
True Vision MN LLC48,350$8.26M4.95%+6,72113F-HRTimeline
Advisory Services Network, LLC47,736$8.16M0.16%+5,02413F-HRTimeline
CoreCap Advisors, LLC47,709$8.15M0.36%+11,04013F-HRTimeline
KPP Advisory Services LLC47,641$8.14M1.55%+17,59413F-HRTimeline
MRA Advisory Group47,167$8.06M4.3%+2,48413F-HRTimeline
Three Magnolias Financial Advisors, LLC47,027$8.04M6.81%-1,11113F-HRTimeline
Crestwood Advisors Group, LLC46,985$8.03M0.15%+2,74613F-HRTimeline
Spectrum Planning & Advisory Services I…46,675$7.98M6.64%+4,90413F-HRTimeline
Cynosure Group, LLC46,314$7.91M1.09%-1,38713F-HRTimeline
FINANCIAL LIFE ADVISORS45,938$7.85M2.93%+10013F-HRTimeline
Hoese & Co LLP45,713$7.81M6.77%-24113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/45,676$7.81M0.01%-11,48613F-HRTimelineGroup
Leslie Global Wealth, LLC45,668$7.8M3.8%+16,64313F-HRTimeline
Yoder Wealth Management, Inc.45,763$7.8M4.39%-55213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS45,145$7.71M0.31%+15,18613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP45,117$7.71M0.01%+4,01813F-HRTimelineGroup
Quadrant Private Wealth Management, LLC45,010$7.69M1.92%+8,57813F-HRTimeline
HARBOUR INVESTMENTS, INC.44,339$7.58M0.22%+3,45113F-HRTimeline
Royal Harbor Partners, LLC44,308$7.57M2.93%-1,34013F-HRTimeline
Annex Advisory Services, LLC44,158$7.55M0.21%-2,86613F-HRTimeline
Simplicity Wealth,LLC44,131$7.54M0.59%+34,11713F-HRTimeline
Mutual Advisors, LLC44,946$7.54M0.22%-50413F-HRTimeline
Certus Wealth Management, LLC42,603$7.51M5.1%+5,48213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,875$7.5M0.26%+1,58913F-HRTimeline
Geneos Wealth Management Inc.43,720$7.47M0.11%+22,20513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC43,248$7.39M0.13%+1,90413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,109$7.37M0.01%-12,25613F-HRTimelineGroup
M1 Capital Management LLC42,971$7.34M4.59%+1,16713F-HRTimeline
TUDOR INVESTMENT CORP ET AL42,826$7.32M0.07%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC42,608$7.28M3.48%+4,38913F-HRTimeline
Formidable Asset Management, LLC40,977$7M1.17%+66613F-HRTimeline
Highview Capital Management LLC/DE/40,842$6.98M2.92%+3,85113F-HRTimeline
PMG Wealth Management, Inc.40,783$6.97M7.4%+62513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40,585$6.94M0.06%-2,37613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC40,548$6.93M3.72%+4,49913F-HRTimeline