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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,496 managers (1,510 13F filers) reported a position in QUAL shares at 2025-06-30, 257,976,309 shares in all. 117 filers opened a position and 81 filers sold out during the quarter.

Managers
1,496
13F filers
1,510
New
117
Added
659
Reduced
498
Sold out
81
Shares held by filers
257,976,309

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tanglewood Wealth Management, Inc.125,216$22.9M2.26%-35413F-HRTimeline
COMERICA BANK125,015$22.9M0.09%-5,37913F-HRTimeline
Aventus Investment Advisors, Inc.123,385$22.6M20.27%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…121,234$22.2M0.05%-472,63113F-HR/ATimelineGroup
PALO ALTO WEALTH ADVISORS, LLC120,144$22M8.31%+5,11713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…119,148$21.8M8.72%+2,74213F-HRTimeline
INTEGRITY ALLIANCE, LLC.119,007$21.8M1.19%-56,89913F-HRTimeline
RWA WEALTH PARTNERS, LLC118,687$21.7M0.27%-101,91813F-HRTimeline
Keebeck Wealth Management117,722$21.5M2.82%-10,47713F-HRTimeline
Client First Capital LLC116,994$21.4M10.04%+96213F-HRTimeline
WEALTH ALLIANCE, LLC116,521$21.3M2.38%+5,15113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD116,006$21.2M1.13%+7,00213F-HRTimeline
Invst, LLC115,389$21.1M2.63%+10,07413F-HRTimeline
Mayflower Financial Advisors, LLC114,901$21M2.93%+22,68413F-HRTimeline
Financial Advocates Investment Manageme…112,302$20.5M1.68%+14,67913F-HRTimeline
Trek Financial, LLC112,020$20.5M1.37%+5,85513F-HRTimeline
Van Hulzen Asset Management, LLC111,624$20.4M1.7%-15,75413F-HRTimeline
Summit X, LLC110,487$20.2M3.77%+80113F-HRTimeline
ONE Advisory Partners, LLC108,127$20.1M6.72%+6,92113F-HRTimeline
PAX Financial Group, LLC110,067$20.1M3.85%+3,52713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC109,155$20M2.48%+61113F-HRTimeline
Focus Financial Network, Inc.109,047$19.9M0.79%+2,45013F-HRTimeline
Meridian Wealth Partners, LLC108,297$19.8M2.87%-6713F-HRTimeline
PFG Advisors107,818$19.7M0.91%+5113F-HRTimeline
Waverly Advisors, LLC107,069$19.6M0.21%+31,30213F-HRTimeline
Legacy Edge Advisors, LLC106,746$19.5M2.61%+4,76913F-HRTimeline
Perennial Investment Advisors, LLC106,398$19.5M1.89%+10,52613F-HRTimeline
Allworth Financial LP106,194$19.4M0.09%-2,73113F-HRTimeline
Midwest Capital Advisors, LLC105,169$19.2M10.14%+5,37913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding105,144$19.2M+26,935Timeline
Strategic Point Investment Advisors, LLC102,851$18.8M2.9%+68413F-HRTimeline
REGATTA CAPITAL GROUP, LLC102,818$18.8M3.23%+8,81713F-HRTimeline
Advus Financial Partners, LLC102,681$18.8M7.41%+3,96213F-HR/ATimeline
Triad Wealth Partners, LLC102,248$18.7M3.78%+23,38713F-HRTimeline
Skyline Advisors, Inc.102,108$18.7M6.9%-2,39213F-HRTimeline
Weaver Consulting Group102,097$18.7M5.16%-9,44213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…101,615$18.6M0.26%+90813F-HRTimelineGroup
Kilter Group LLC101,415$18.5M8.43%+7,09113F-HRTimeline
Creative Planningin group Creative Planning100,821$18.4M0.02%-1,80313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.100,102$18.3M0.3%-40113F-HRTimelineGroup
CGN Advisors LLC99,761$18.2M1.63%+2,25713F-HRTimeline
Legacy Financial Group LLC99,509$18.2M2.54%+6,56013F-HRTimeline
CONNABLE OFFICE INC98,993$18.1M1.79%new13F-HRTimeline
Apella Capital, LLC98,353$18.1M0.49%-14,99913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.98,336$18M3.08%+23013F-HRTimeline
Trinity Wealth Management, LLC97,084$17.7M7.04%+71613F-HRTimeline
Regal Investment Advisors LLC95,707$17.5M1.31%+1,09713F-HRTimeline
Center for Financial Planning, Inc.95,081$17.4M1.99%-65813F-HRTimeline
Intelligence Driven Advisers, LLC94,641$17.3M2.61%+2,23113F-HRTimeline
Beacon Bridge Wealth Partners, LLC94,627$17.3M6.87%+2,33213F-HRTimeline
SWMG, LLC90,717$16.9M5.7%+25,11113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92,642$16.9M0.04%+7,77513F-HRTimelineGroup
Well Done, LLC92,472$16.9M3.17%-10,32813F-HRTimeline
Financial Partners Group, Inc92,378$16.9M2.34%+9,69413F-HRTimeline
TSA Wealth Managment LLC92,271$16.9M6.16%-1,74213F-HRTimeline
WJ Wealth Management, LLC92,229$16.9M5.32%-7,24313F-HRTimeline
INTRUST BANK NA91,195$16.7M1.48%+3,01113F-HRTimeline
Rothschild Wealth LLC89,655$16.4M4.02%+4,16813F-HRTimeline
Kraft, Davis & Associates, LLC86,441$16.1M4.43%+1,27413F-HRTimeline
IFG Advisory, LLC88,129$16.1M0.81%+82713F-HRTimeline
360 Financial, Inc.87,807$16.1M5.09%+4,39713F-HRTimeline
Wealthspire Advisors, LLC87,780$16M0.09%-64,61713F-HRTimeline
Scissortail Wealth Management, LLC87,483$16M3.84%+3,07413F-HRTimeline
BCGM Wealth Management, LLC87,206$15.9M4.5%+3,10313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC84,942$15.5M3.76%+2,60713F-HRTimeline
Snowden Capital Advisors LLC84,818$15.5M0.46%-3,25013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC83,731$15.3M5.57%+5,40913F-HRTimeline
Community Financial Services Group, LLC83,484$15.3M3.04%+1,17613F-HRTimeline
TUDOR INVESTMENT CORP ET AL81,553$14.9M0.11%+38,72713F-HRTimeline
Bell Investment Advisors, Inc80,875$14.8M2.54%+4,13213F-HRTimeline
Moment Partners, LLC79,686$14.6M2.73%+5,59013F-HRTimeline
Global Retirement Partners, LLC79,047$14.5M0.36%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC77,482$14.2M0.47%+26,23413F-HRTimelineGroup
Simplicity Wealth,LLC77,458$14.2M0.59%+33,32713F-HRTimeline
Maia Wealth LLC77,382$14.1M2.7%+1,99213F-HRTimeline
Nan Shan Life Insurance Co., Ltd.77,200$14.1M0.31%013F-HRTimeline
HUB Investment Partners, LLC77,190$14.1M0.49%+2,70013F-HRTimeline
Sovran Advisors, LLC76,714$14.1M1.48%+10,44213F-HRTimeline
Bay Harbor Wealth Management, LLC76,890$14.1M4.08%+5,17613F-HRTimeline
Apeiron RIA LLC76,578$14M3.6%+37,18413F-HRTimeline
MOTIVE WEALTH ADVISORS76,500$14M6.37%+8,98613F-HRTimeline
ShoreHaven Wealth Partners, LLC76,428$14M5.72%+5,39613F-HRTimeline
Csenge Advisory Group77,990$13.8M0.73%+1,92213F-HRTimeline
SVB WEALTH LLC73,952$13.5M0.72%-26,08113F-HRTimeline
Lutz Financial Services LLC73,896$13.5M1.05%+9,56113F-HRTimeline
NewEdge Wealth, LLC73,216$13.5M0.21%-3,05813F-HRTimeline
Ashton Thomas Private Wealth, LLC73,250$13.4M0.47%+13,24613F-HRTimeline
First Horizon Advisors, Inc.73,035$13.4M0.35%+3,77213F-HRTimeline
WealthShield Partners, LLC72,480$13.3M1.6%+4,55613F-HRTimeline
Tradition Wealth Management, LLC71,208$13M1.04%-3,93313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…70,334$12.9M0.25%+6,47813F-HRTimelineGroup
Balentine LLC70,252$12.8M0.5%-4,14113F-HRTimeline
TSFG, LLC69,945$12.8M2.31%+69,66713F-HRTimeline
Global Wealth Strategies & Associates69,805$12.8M3.65%+6,83413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA68,745$12.6M0.03%-1,71013F-HRTimelineGroup
BEACON FINANCIAL GROUP68,559$12.5M1.31%+5,05413F-HRTimeline
JMAC ENTERPRISES LLC68,500$12.5M2.68%+18,32213F-HRTimeline
WCG Wealth Advisors LLC68,458$12.5M0.81%+3,41113F-HRTimeline
Garrett Wealth Advisory Group, LLC68,160$12.5M2.64%-40513F-HRTimeline
Trilogy Capital Inc.68,152$12.5M0.61%-16,67513F-HRTimeline
Richard Bernstein Advisors LLC67,879$12.4M0.31%-1,03813F-HRTimeline
Claro Advisors Inc.67,839$12.4M2.05%-10,63213F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …67,826$12.4M0.35%-182,04013F-HRTimelineGroup
Watts Gwilliam & Co., LLC64,553$12.4M2.04%-3,24313F-HRTimeline
Foundry Financial Group, Inc.67,697$12.4M7.04%+2,86113F-HRTimeline
McNaughton Wealth Management, LLC66,754$12.2M5.44%+4,39913F-HRTimeline
Custos Family Office, LLC66,537$12.2M3.88%+43313F-HRTimeline
Wealth Quarterback LLC66,536$12.2M5.77%-15,81413F-HRTimeline
SHUFRO ROSE & CO LLC70,947$12.1M0.98%-1,81913F-HRTimeline
Wood Tarver Financial Group, LLC65,792$12M3.62%+42113F-HRTimeline
EdgeRock Capital LLC65,335$12M3.78%+1,51813F-HRTimeline
Gladstone Institutional Advisory LLC65,262$11.9M0.49%+2,88513F-HRTimeline
5T Wealth, LLC63,380$11.6M5.9%+2,65713F-HRTimeline
Flagship Private Wealth, LLC63,090$11.5M4.9%+2,78813F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC60,857$11.1M0.14%+17,60913F-HRTimeline
Crown Wealth Group, LLC60,832$11.1M4.18%+6,23413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …60,750$11.1M0.25%+3,61113F-HRTimelineGroup
KICKSTAND VENTURES, LLC.60,714$11.1M2.59%+4,44113F-HRTimeline
Hobbs Wealth Management, LLC59,811$10.9M10.44%+9,67413F-HRTimeline
FORTE ASSET MANAGEMENT LLC59,780$10.9M5.57%-2,59613F-HRTimeline
Guided Capital Wealth Management, LLC59,386$10.9M8.36%-66913F-HRTimeline
GSG Advisors LLC58,770$10.7M3.12%+1,61613F-HRTimeline
Summit Financial, LLC58,611$10.7M0.24%-150,08013F-HRTimeline
StrongBox Wealth, LLC58,543$10.7M4.06%+2,03613F-HRTimeline
Forthright Family Wealth Advisory LLC58,295$10.7M6.75%-1,23713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC58,210$10.6M0.01%-8,72613F-HRTimelineGroup
Premier Path Wealth Partners, LLC57,598$10.5M1.47%+2,71313F-HRTimeline
RFG Advisory, LLC57,582$10.5M0.25%-6,01913F-HRTimeline
Sigma Planning Corp57,433$10.5M0.32%-17,85813F-HRTimeline
ERn Financial, LLC57,349$10.5M2.21%-1,26113F-HRTimeline
Ullmann Wealth Partners Group, LLC56,019$10.2M1.21%-2,61113F-HRTimeline
SigFig Wealth Management, LLC56,371$10.2M0.34%+1,27113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS55,846$10.2M0.38%+10,70113F-HRTimelineGroup
SWP FINANCIAL LLC55,322$10.1M5.56%+3,82913F-HRTimeline
Jacobi Capital Management LLC54,536$9.97M0.66%-93413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD54,560$9.97M0.13%+35613F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP54,336$9.93M0.72%+13,98113F-HRTimelineGroup
Capital Investment Advisory Services, L…54,303$9.93M0.81%-23,66613F-HRTimeline
Dorsey & Whitney Trust CO LLC54,124$9.89M0.52%+58413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC53,556$9.79M4.38%+1,26813F-HRTimeline
Blue Edge Capital, LLC52,997$9.69M1.44%-2,88213F-HRTimeline
SOL Capital Management CO52,797$9.65M0.94%-7,82813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,037$9.51M0.01%+46,88913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management52,000$9.51M0.34%-16,85913F-HRTimelineGroup
Asset Advisors Investment Management, L…51,816$9.47M0.94%-59713F-HRTimeline
Stonehearth Capital Management, LLC51,657$9.44M3.91%-1,72413F-HRTimeline
Crestwood Advisors Group, LLC51,630$9.44M0.17%+4,64513F-HRTimeline
Stark Wealth Management LLC52,960$9.39M13.43%new13F-HRTimeline
Veltria Advisors Corp.51,216$9.36M6.25%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC50,455$9.22M0.01%+86813F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC50,164$9.17M2.31%+43,31913F-HRTimeline
Quadrant Private Wealth Management, LLC49,806$9.11M1.89%+4,79613F-HRTimeline
Northeast Financial Consultants Inc49,721$9.09M0.37%-28013F-HRTimeline
Symphony Financial, Ltd. Co.57,552$9.07M1.19%+22,65613F-HR/ATimeline
True Vision MN LLC49,435$9.04M5%+1,08513F-HRTimeline
CoreCap Advisors, LLC49,398$9.03M0.36%+1,68913F-HRTimeline
Advisory Services Network, LLC48,821$8.99M0.14%+1,08513F-HRTimeline
KPP Advisory Services LLC49,020$8.96M1.48%+1,37913F-HR/ATimeline
New York Life Investment Management LLCin group New York Life Investment Mana…48,892$8.94M0.08%-16,34813F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC48,857$8.93M6.22%+1,83013F-HRTimeline
WBH ADVISORY INC48,843$8.93M0.76%-12,73013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/48,579$8.88M0.01%+2,90313F-HR/ATimelineGroup
Geneva Partners, LLC48,578$8.88M3.52%-5,47313F-HRTimeline
HARBOUR INVESTMENTS, INC.48,539$8.87M0.22%+4,20013F-HRTimeline
ARQ WEALTH ADVISORS, LLC51,336$8.77M3.01%013F-HRTimeline
Mutual Advisors, LLC46,475$8.69M0.22%+1,52913F-HRTimeline
Running Point Capital Advisors, LLC47,425$8.67M2.39%-12,94013F-HRTimeline
FINANCIAL LIFE ADVISORS47,262$8.64M2.96%+1,32413F-HRTimeline
Centurion Wealth Management LLC46,966$8.59M2.46%+8,48713F-HRTimeline
Highview Capital Management LLC/DE/46,825$8.56M3.3%+5,98313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP46,792$8.55M<0.01%+7,56013F-HRTimelineGroup
MRA Advisory Group46,657$8.53M4%-51013F-HRTimeline
Cynosure Group, LLC46,490$8.5M0.96%+17613F-HRTimeline
M1 Capital Management LLC46,040$8.42M4.24%+3,06913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.45,769$8.37M3.96%+5,84213F-HRTimeline
THEORY FINANCIAL LLC45,323$8.34M3.17%+6,09113F-HRTimeline
Hoese & Co LLP45,590$8.33M6.72%-12313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC44,081$8.25M2.67%+6,94613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC44,775$8.19M0.01%+1,66613F-HRTimelineGroup
Yoder Wealth Management, Inc.44,730$8.14M4.24%-1,03313F-HRTimeline
J.W. COLE ADVISORS, INC.44,183$8.08M0.17%+5,19613F-HRTimeline
Royal Harbor Partners, LLC43,939$8.03M2.94%-36913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,834$8.01M0.22%-4113F-HRTimeline
MGO ONE SEVEN LLC43,828$8.01M0.26%+35,98613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP43,427$7.94M0.01%-1,69013F-HRTimelineGroup
Certus Wealth Management, LLC43,402$7.93M5.11%+79913F-HRTimeline
Spectrum Planning & Advisory Services I…43,322$7.92M5.12%-3,35313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC43,306$7.92M3.43%+69813F-HRTimeline
Per Stirling Capital Management, LLC.43,028$7.87M1.03%+6,88113F-HRTimeline
Lifelong Wealth Advisors, Inc.42,708$7.81M2.59%+4,59713F-HRTimeline
PMG Wealth Management, Inc.42,236$7.72M6.37%+1,45313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC42,165$7.71M0.05%+1,58013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC41,987$7.68M0.09%+2,87313F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC41,860$7.65M3.59%+1,31213F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC41,825$7.65M0.54%+17,00113F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.41,167$7.53M0.06%+24,04213F-HRTimeline
Annex Advisory Services, LLC40,700$7.44M0.18%-3,45813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC40,678$7.44M0.56%+1,63613F-HRTimeline
Gen-Wealth Partners Inc40,605$7.42M2.87%+2,68513F-HRTimeline
BOS Asset Management, LLC40,520$7.41M2.36%+2,37613F-HRTimeline