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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,506 managers (1,520 13F filers) reported a position in QUAL shares at 2025-09-30, 236,578,905 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
1,506
13F filers
1,520
New
77
Added
506
Reduced
697
Sold out
70
Shares held by filers
236,578,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Triad Wealth Partners, LLC117,127$22.8M2.94%+14,87913F-HRTimeline
Van Hulzen Asset Management, LLC114,598$22.3M1.66%+2,97413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC114,338$22.2M0.09%+77,62513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA113,465$22.1M0.04%+44,72013F-HRTimelineGroup
Meridian Wealth Partners, LLC113,099$22M3.03%+4,80213F-HRTimeline
Legacy Edge Advisors, LLC111,597$21.7M2.56%+4,85113F-HRTimeline
RWA WEALTH PARTNERS, LLC110,290$21.5M0.24%-8,39713F-HRTimeline
Focus Financial Network, Inc.109,906$21.4M0.76%+85913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC109,169$21.2M2.42%+1413F-HRTimeline
PAX Financial Group, LLC108,797$21.2M3.81%-1,27013F-HRTimeline
Stonebrook Private Inc.108,037$21M4.54%-26,27413F-HRTimeline
Skyline Advisors, Inc.107,845$21M7.23%+5,73713F-HRTimeline
Allworth Financial LP106,332$20.7M0.09%+13813F-HRTimeline
Sequoia Financial Advisors, LLC105,522$20.5M0.13%-23,06313F-HRTimeline
Waverly Advisors, LLC105,013$20.4M0.2%-2,05613F-HRTimeline
Mayflower Financial Advisors, LLC104,623$20.3M2.56%-10,27813F-HRTimeline
REGATTA CAPITAL GROUP, LLC104,497$20.3M3.21%+1,67913F-HRTimeline
Strategic Point Investment Advisors, LLC104,439$20.3M2.92%+1,58813F-HRTimeline
Advus Financial Partners, LLC104,256$20.3M7.52%+1,57513F-HR/ATimeline
IFP Advisors, Inc103,287$20.1M0.52%-27,12613F-HR/ATimeline
WEALTH ALLIANCE, LLC102,683$20M2.05%-13,83813F-HRTimeline
Creative Planningin group Creative Planning102,475$19.9M0.02%+1,65413F-HRTimelineGroup
Weaver Consulting Group101,260$19.7M5.01%-83713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.100,935$19.6M2.98%+2,59913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…100,782$19.6M0.25%-83313F-HRTimelineGroup
Trek Financial, LLC100,718$19.6M1.17%-11,30213F-HRTimeline
ONE Advisory Partners, LLC101,518$19.6M6%-6,60913F-HRTimeline
Keebeck Wealth Management100,199$19.5M2.3%-17,52313F-HRTimeline
360 Financial, Inc.99,834$19.4M6.28%+12,02713F-HRTimeline
Midwest Capital Advisors, LLC97,757$19M9.17%-7,41213F-HRTimeline
Financial Partners Group, Inc96,478$18.8M2.34%+4,10013F-HRTimeline
Insight Wealth Strategies, LLC95,294$18.5M2.18%-46,96013F-HRTimeline
Trinity Wealth Management, LLC95,146$18.5M6.94%-1,93813F-HRTimeline
Center for Financial Planning, Inc.94,205$18.3M1.96%-87613F-HRTimeline
Apeiron RIA LLC94,754$18.3M4.12%+18,17613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding92,285$17.9M-12,859Timeline
Rothschild Wealth LLC91,788$17.9M3.89%+2,13313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.91,595$17.8M0.16%-8,50713F-HRTimelineGroup
Well Done, LLC91,453$17.8M3.03%-1,01913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…91,153$17.7M0.03%+87,40113F-HRTimelineGroup
VestGen Advisors, LLC90,783$17.7M0.59%-34,19013F-HRTimeline
INTRUST BANK NA89,981$17.5M1.46%-1,21413F-HRTimeline
Beacon Bridge Wealth Partners, LLC89,928$17.5M6.22%-4,69913F-HRTimeline
BCGM Wealth Management, LLC88,657$17.2M4.49%+1,45113F-HRTimeline
Sovran Advisors, LLC86,805$17.1M1.51%+10,09113F-HRTimeline
Wealthspire Advisors, LLC86,729$16.9M0.09%-1,05113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC86,430$16.8M3.58%+1,48813F-HRTimeline
Apella Capital, LLC86,619$16.7M0.37%-11,73413F-HRTimeline
TSA Wealth Managment LLC85,449$16.6M5.66%-6,82213F-HRTimeline
Legacy Financial Group LLC83,709$16.3M2.13%-15,80013F-HRTimeline
Community Financial Services Group, LLC83,296$16.2M2.97%-18813F-HRTimeline
MB Generational Wealth, LLC82,791$16.1M10.23%13F-HRTimeline
SWMG, LLC81,858$16.1M4.85%-8,85913F-HRTimeline
Bell Investment Advisors, Inc82,220$16M2.61%+1,34513F-HRTimeline
Kraft, Davis & Associates, LLC79,728$15.7M3.82%-6,71313F-HRTimeline
HUB Investment Partners, LLC80,251$15.6M0.57%+3,06113F-HRTimeline
Scissortail Wealth Management, LLC79,907$15.5M3.39%-7,57613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…79,195$15.4M0.27%+8,86113F-HRTimelineGroup
Kilter Group LLC79,036$15.4M7.25%-22,37913F-HRTimeline
Moment Partners, LLC78,841$15.3M2.71%-84513F-HRTimeline
TSFG, LLC78,118$15.2M2.41%+8,17313F-HRTimeline
MOTIVE WEALTH ADVISORS77,984$15.2M6.54%+1,48413F-HRTimeline
Invst, LLC77,291$15M1.71%-38,09813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.77,200$15M0.32%013F-HRTimeline
Global Retirement Partners, LLC75,913$14.8M0.33%-3,13413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75,444$14.7M0.03%-17,19813F-HRTimelineGroup
Intelligence Driven Advisers, LLC74,980$14.6M2.02%-19,66113F-HRTimeline
Snowden Capital Advisors LLC74,669$14.5M0.4%-10,14913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC74,264$14.4M4.56%-9,46713F-HRTimeline
Csenge Advisory Group74,052$14.4M0.69%-3,93813F-HRTimeline
Global Wealth Strategies & Associates73,486$14.3M3.68%+3,68113F-HRTimeline
CGN Advisors LLC73,389$14.3M1.17%-26,37213F-HRTimeline
Lutz Financial Services LLC73,147$14.2M1.03%-74913F-HRTimeline
Regal Investment Advisors LLC72,509$14.1M0.92%-23,19813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC69,584$13.5M0.39%-7,89813F-HRTimelineGroup
Maia Wealth LLC69,072$13.5M2.28%-8,31013F-HRTimeline
JMAC ENTERPRISES LLC69,489$13.5M2.67%+98913F-HRTimeline
Wealth Quarterback LLC68,672$13.4M5.17%+2,13613F-HRTimeline
NewEdge Wealth, LLC68,310$13.3M0.19%-4,90613F-HRTimeline
Claro Advisors Inc.68,349$13.3M1.94%+51013F-HRTimeline
Caprock Group, LLC70,249$13.3M0.33%13F-HRTimeline
Richard Bernstein Advisors LLC68,090$13.2M0.38%+21113F-HRTimeline
CONNABLE OFFICE INC67,961$13.2M1.23%-31,03213F-HRTimeline
Wood Tarver Financial Group, LLC67,896$13.2M3.9%+2,10413F-HRTimeline
Garrett Wealth Advisory Group, LLC67,859$13.2M2.57%-30113F-HRTimeline
IFG Advisory, LLC67,718$13.2M0.6%-20,41113F-HRTimeline
BEACON FINANCIAL GROUP66,968$13M1.28%-1,59113F-HRTimeline
Balentine LLC66,487$12.9M0.48%-3,76513F-HRTimeline
WCG Wealth Advisors LLC66,193$12.9M0.81%-2,26513F-HRTimeline
Gladstone Institutional Advisory LLC65,577$12.8M0.49%+31513F-HRTimeline
ShoreHaven Wealth Partners, LLC64,399$12.5M4.63%-12,02913F-HRTimeline
5T Wealth, LLC64,399$12.5M5.46%+1,01913F-HRTimeline
Watts Gwilliam & Co., LLC64,266$12.5M2.02%-28713F-HRTimeline
PFG Advisors64,247$12.5M0.51%-43,57113F-HRTimeline
Trilogy Capital Inc.64,010$12.5M0.58%-4,14213F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…62,200$12.1M0.02%+32,00013F-HRTimeline
Bay Harbor Wealth Management, LLC61,620$12M3.24%-15,27013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …61,559$12M0.25%+80913F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …60,923$11.8M0.31%-6,90313F-HRTimelineGroup
WealthShield Partners, LLC60,896$11.8M1.34%-11,58413F-HRTimeline
Tradition Wealth Management, LLC60,547$11.8M0.87%-10,66113F-HRTimeline
StrongBox Wealth, LLC59,666$11.6M3.93%+1,12313F-HRTimeline
Hobbs Wealth Management, LLC59,378$11.5M9.69%-43313F-HRTimeline
KICKSTAND VENTURES, LLC.59,131$11.5M2.53%-1,58313F-HRTimeline
GSG Advisors LLC58,331$11.4M3.02%-43913F-HRTimeline
SHUFRO ROSE & CO LLC66,530$11.4M0.93%-4,41713F-HRTimeline
Montecito Bank & Trust58,179$11.3M1.76%13F-HRTimeline
SVB WEALTH LLC57,397$11.2M0.6%-16,55513F-HRTimeline
Premier Path Wealth Partners, LLC57,237$11.1M1.43%-36113F-HRTimeline
Forthright Family Wealth Advisory LLC56,671$11M6.78%-1,62413F-HRTimeline
ERn Financial, LLC56,550$11M2.17%-79913F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD55,918$10.9M0.14%+1,35813F-HRTimelineGroup
Sigma Planning Corp55,488$10.8M0.31%-1,94513F-HRTimeline
RFG Advisory, LLC55,374$10.8M0.22%-2,20813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/54,866$10.7M<0.01%+34,77313F-HRTimelineGroup
Jacobi Capital Management LLC54,745$10.6M0.65%+20913F-HRTimeline
Dorsey & Whitney Trust CO LLC54,174$10.5M0.56%+5013F-HRTimeline
McNaughton Wealth Management, LLC53,905$10.5M4.42%-12,84913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS53,868$10.5M0.39%-1,97813F-HRTimelineGroup
Capital Investment Advisory Services, L…53,749$10.5M0.83%-55413F-HRTimeline
Crown Wealth Group, LLC53,681$10.4M3.14%-7,15113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC53,651$10.4M0.1%-7,20613F-HRTimeline
Asset Advisors Investment Management, L…53,263$10.4M0.98%+1,44713F-HRTimeline
Ullmann Wealth Partners Group, LLC52,684$10.2M1.12%-3,33513F-HRTimeline
Perennial Investment Advisors, LLC52,524$10.2M0.84%-53,87413F-HRTimeline
SWP FINANCIAL LLC51,943$10.1M5.15%-3,37913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,533$10M0.06%+9,36813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC51,419$10M0.01%+96413F-HRTimelineGroup
Flagship Private Wealth, LLC51,331$9.98M4.01%-11,75913F-HRTimeline
Tennessee Valley Asset Management Partn…51,001$9.92M1.35%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50,735$9.87M0.34%-1,26513F-HRTimelineGroup
Stonehearth Capital Management, LLC50,651$9.85M3.81%-1,00613F-HRTimeline
SOL Capital Management CO50,307$9.79M0.88%-2,49013F-HRTimeline
FORTE ASSET MANAGEMENT LLC50,011$9.73M4.68%-9,76913F-HRTimeline
Symphony Financial, Ltd. Co.49,598$9.68M1.18%-7,95413F-HRTimeline
Blue Edge Capital, LLC49,744$9.68M1.37%-3,25313F-HRTimeline
Geneva Partners, LLC49,670$9.66M3.53%+1,09213F-HRTimeline
Guided Capital Wealth Management, LLC49,254$9.58M8.22%-10,13213F-HRTimeline
M1 Capital Management LLC49,230$9.58M4.13%+3,19013F-HRTimeline
Quadrant Private Wealth Management, LLC49,174$9.56M1.75%-63213F-HRTimeline
Three Magnolias Financial Advisors, LLC49,041$9.54M5.94%+18413F-HRTimeline
Quantinno Capital Management LP48,849$9.5M0.03%+17,24813F-HRTimeline
Crestwood Advisors Group, LLC48,655$9.46M0.16%-2,97513F-HRTimeline
J.W. COLE ADVISORS, INC.48,573$9.45M0.18%+4,39013F-HRTimeline
CoreCap Advisors, LLC48,374$9.41M0.34%-1,02413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC48,144$9.36M0.09%+6,15713F-HRTimelineGroup
Mutual Advisors, LLC47,416$9.3M0.2%+94113F-HRTimeline
ADE, LLC47,532$9.24M4.67%+7,96613F-HRTimeline
MRA Advisory Group47,442$9.23M4.02%+78513F-HRTimeline
Running Point Capital Advisors, LLC47,243$9.19M2.46%-18213F-HRTimeline
Lifelong Wealth Advisors, Inc.46,910$9.12M2.72%+4,20213F-HRTimeline
FINANCIAL LIFE ADVISORS46,692$9.08M2.92%-57013F-HRTimeline
Cynosure Group, LLC46,537$9.05M0.98%+4713F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP46,496$9.04M<0.01%-29613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/46,350$9.02M0.01%-2,22913F-HRTimelineGroup
SigFig Wealth Management, LLC46,473$8.99M0.28%-9,89813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.46,070$8.96M2.77%+30113F-HRTimeline
THEORY FINANCIAL LLC44,906$8.78M3.1%-41713F-HRTimeline
Royal Harbor Partners, LLC44,852$8.72M2.96%+91313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC44,451$8.65M0.01%-32413F-HRTimelineGroup
Qube Research & Technologies Ltd44,397$8.64M0.01%+38,89713F-HRTimeline
Advisory Services Network, LLC44,246$8.61M0.13%-4,57513F-HRTimeline
ARQ WEALTH ADVISORS, LLC43,753$8.51M2.52%-7,58313F-HRTimeline
Hoese & Co LLP43,353$8.43M6.45%-2,23713F-HRTimeline
PMG Wealth Management, Inc.43,135$8.37M6.38%+89913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC42,576$8.28M0.2%-1,25813F-HRTimeline
CABOT WEALTH MANAGEMENT INC42,044$8.18M0.91%+3,36913F-HRTimeline
Spectrum Planning & Advisory Services I…42,028$8.17M4.61%-1,29413F-HRTimeline
BOS Asset Management, LLC41,794$8.13M2.29%+1,27413F-HRTimeline
Formidable Asset Management, LLC44,370$8.11M1.28%+3,39313F-HRTimeline
Yoder Wealth Management, Inc.41,775$8.08M3.82%-2,95513F-HRTimeline
Sculati Wealth Management, LLC41,467$8.07M2.84%+8,49713F-HRTimeline
Bison Wealth, LLC40,934$8.01M0.74%+2,18513F-HRTimeline
Gen-Wealth Partners Inc40,852$7.95M2.68%+24713F-HRTimeline
True Vision MN LLC40,670$7.91M4.12%-8,76513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC40,290$7.84M3.09%-3,01613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC39,683$7.72M2.64%-4,39813F-HRTimeline
Certus Wealth Management, LLC39,619$7.71M4.61%-3,78313F-HRTimeline
Performa Ltd (US), LLC39,390$7.66M2.03%-92913F-HRTimeline
Annex Advisory Services, LLC39,355$7.65M0.16%-1,34513F-HRTimeline
Legacy Advisory Services, LLC39,151$7.61M5.74%+16613F-HRTimeline
Vise Technologies, Inc.38,997$7.58M0.28%+6,91513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…38,657$7.52M3.38%+35,11613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC38,576$7.5M<0.01%+8,02713F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP38,355$7.46M0.17%-15,98113F-HRTimelineGroup
Centurion Wealth Management LLC38,278$7.45M1.7%-8,68813F-HRTimeline
Sage Advisory Services, Ltd.Co.38,121$7.42M3.89%-19613F-HRTimeline
Braun-Bostich & Associates Inc.37,799$7.35M4.63%-80613F-HRTimeline
Avidian Wealth Enterprises, LLC37,625$7.32M0.28%+89913F-HRTimeline
UNIQUE WEALTH, LLC37,573$7.31M1.07%+4,78213F-HRTimeline
Patriot Financial Group Insurance Agenc…37,412$7.28M0.93%-2,79613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC37,293$7.25M2.41%+2,27813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC36,891$7.18M0.47%+1,00813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.36,682$7.13M3.86%-1,17513F-HRTimeline
Golden State Wealth Management, LLC36,596$7.12M0.79%+27213F-HRTimeline
Lantz Financial LLC36,324$7.07M1.56%-1,28013F-HRTimeline
Summit Financial, LLC36,125$7.03M0.11%-22,48613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC36,073$7.02M1.51%+80613F-HRTimeline
Shared Vision Wealth Group LLC35,836$6.98M2.96%-3,23713F-HRTimeline
FIRST AMERICAN TRUST, FSB35,765$6.96M0.51%new13F-HRTimeline