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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,616 managers (1,632 13F filers) reported a position in QUAL shares at 2025-12-31, 205,760,421 shares in all. 82 filers opened a position and 76 filers sold out during the quarter.

Managers
1,616
13F filers
1,632
New
82
Added
450
Reduced
740
Sold out
76
Shares held by filers
205,760,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Brookstone Capital Managementin group Brookstone Capital Management98,912$19.6M0.22%-40,57213F-HRTimelineGroup
CFS Investment Advisory Services, LLC95,993$19.1M1.39%-55,12713F-HRTimeline
Insight Wealth Strategies, LLC95,210$18.9M2.17%-8413F-HRTimeline
One Wealth Advisors, LLC94,908$18.9M2.3%-45,28013F-HRTimeline
Trinity Wealth Management, LLC94,379$18.7M6.9%-76713F-HRTimeline
Center for Financial Planning, Inc.91,876$18.2M1.9%-2,32913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.91,759$18.2M0.15%+16413F-HRTimelineGroup
Keebeck Wealth Management90,974$18.1M2.09%-9,22513F-HRTimeline
INTRUST BANK NA90,290$17.9M1.49%+30913F-HRTimeline
Well Done, LLC89,858$17.8M2.67%-1,59513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…88,606$17.6M0.05%+53,60613F-HRTimelineGroup
Wealthspire Advisors, LLC87,164$17.3M0.14%+43513F-HRTimeline
Apeiron RIA LLC85,215$17.3M3.51%-9,53913F-HRTimeline
IFP Advisors, Inc86,337$17.1M0.38%-16,95013F-HRTimeline
Waverly Advisors, LLC85,726$17M0.14%-19,28713F-HRTimeline
Pettinga Financial Advisors LLC85,243$16.9M3.21%-74,55313F-HRTimeline
J. Mark Nickell & Co.84,969$16.9M15.58%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.84,822$16.8M0.62%-55,36313F-HRTimeline
KWB Wealth84,694$16.8M1.59%-63,46213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC84,573$16.8M3.25%-1,85713F-HRTimeline
Investor's Fiduciary Advisor Network, L…84,530$16.8M3.6%+55,59513F-HRTimeline
Detalus Advisors, LLC84,523$16.8M4.09%-34,05313F-HRTimeline
Stone House Investment Management, LLC84,248$16.7M2.6%-67,59313F-HRTimeline
Mayflower Financial Advisors, LLC82,994$16.5M2%-21,62913F-HRTimeline
Elevated Financial Group LLC82,669$16.4M5.68%13F-HRTimeline
MB Generational Wealth, LLC82,653$16.4M8.69%-13813F-HRTimeline
Bell Investment Advisors, Inc82,549$16.4M2.59%+32913F-HRTimeline
Community Financial Services Group, LLC82,184$16.3M3%-1,11213F-HRTimeline
Scissortail Wealth Management, LLC81,149$16.1M3.68%+1,24213F-HRTimeline
Apella Capital, LLC79,802$15.9M0.31%-6,81713F-HRTimeline
HUB Investment Partners, LLC79,775$15.8M0.43%-47613F-HRTimeline
Cypress Wealth Services, LLC79,693$15.8M2.19%-39,44913F-HRTimeline
MOTIVE WEALTH ADVISORS77,663$15.4M6.57%-32113F-HRTimeline
Lutz Financial Services LLC77,301$15.4M1.04%+4,15413F-HRTimeline
Nan Shan Life Insurance Co., Ltd.77,200$15.3M0.47%013F-HRTimeline
Global Retirement Partners, LLC76,928$15.3M0.27%+1,01513F-HRTimeline
SHUFRO ROSE & CO LLC76,764$15.2M1.03%+10,23413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC225,748$15.2M0.28%-338,65813F-HRTimeline
Global Wealth Strategies & Associates75,729$15M3.75%+2,24313F-HRTimeline
Physician Wealth Advisors, Inc.75,413$15M2.08%-57,88913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/73,599$14.6M0.01%+18,73313F-HRTimelineGroup
High Falls Advisors, Inc73,422$14.6M2.95%-60,66013F-HRTimeline
IFG Advisory, LLC72,840$14.5M0.63%+5,12213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding71,004$14.4M-81,301Timeline
Sovran Advisors, LLC70,956$14.4M1.23%-15,84913F-HRTimeline
Kraft, Davis & Associates, LLC70,607$14.4M3.22%-9,12113F-HRTimeline
Caprock Group, LLC71,070$14.1M0.3%+82113F-HRTimeline
JMAC ENTERPRISES LLC70,738$14M2.69%+1,24913F-HRTimeline
Gladstone Institutional Advisory LLC70,480$14M0.53%+4,90313F-HRTimeline
Wealth Quarterback LLC70,390$14M5.03%+1,71813F-HRTimeline
Snowden Capital Advisors LLC69,416$13.8M0.36%-5,25313F-HRTimeline
Wood Tarver Financial Group, LLC68,752$13.7M3.83%+85613F-HRTimeline
EWA, LLC68,318$13.6M3.31%-53,37913F-HRTimeline
Stonebrook Private Inc.68,301$13.6M2.84%-39,73613F-HRTimeline
CGN Advisors LLC67,462$13.4M1.06%-5,92713F-HRTimeline
Garrett Wealth Advisory Group, LLC66,528$13.2M2.5%-1,33113F-HRTimeline
Intelligence Driven Advisers, LLC66,256$13.2M1.88%-8,72413F-HRTimeline
Kelly Financial Services LLC65,709$13.1M3.27%-52,49013F-HRTimeline
Quantinno Capital Management LP65,370$13M0.03%+16,52113F-HRTimeline
Richard Bernstein Advisors LLC65,318$13M0.38%-2,77213F-HRTimeline
World Investment Advisors64,632$12.8M0.21%+37,21113F-HR/ATimeline
Trek Financial, LLC64,545$12.8M0.74%-36,17313F-HRTimeline
CONNABLE OFFICE INC64,103$12.7M1.17%-3,85813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA63,695$12.7M0.02%-49,77013F-HRTimelineGroup
EASTERN BANK63,020$12.5M0.22%-255,96513F-HRTimeline
Arax Advisory Partners61,717$12.3M0.36%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …61,339$12.2M0.24%-22013F-HRTimelineGroup
Elevation Capital Advisory, LLC61,058$12.1M4.95%new13F-HRTimeline
Csenge Advisory Group60,675$12.1M0.55%-13,37713F-HRTimeline
Hughes Financial Services, LLC60,442$12M1.89%-151,54413F-HRTimeline
Moment Partners, LLC60,390$12M2.47%-18,45113F-HRTimeline
Trilogy Capital Inc.60,147$11.9M0.53%-3,86313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…60,122$11.9M1.44%13F-HRTimeline
ONE Advisory Partners, LLC60,077$11.9M3.6%-41,44113F-HRTimeline
PAX Financial Group, LLC59,865$11.9M2.05%-48,93213F-HRTimeline
5T Wealth, LLC59,037$11.7M4.68%-5,36213F-HRTimeline
Midwest Capital Advisors, LLC58,710$11.7M5.59%-39,04713F-HRTimeline
KICKSTAND VENTURES, LLC.58,480$11.6M2.45%-65113F-HRTimeline
WEALTH ALLIANCE, LLC58,405$11.6M1.14%-44,27813F-HRTimeline
Balentine LLC58,303$11.6M0.44%-8,18413F-HRTimeline
Kilter Group LLC58,117$11.5M5.09%-20,91913F-HRTimeline
GSG Advisors LLC57,848$11.5M2.97%-48313F-HRTimeline
Forthright Family Wealth Advisory LLC57,535$11.4M7.18%+86413F-HRTimeline
Vise Technologies, Inc.57,506$11.4M0.22%+18,50913F-HRTimeline
ERn Financial, LLC56,958$11.3M2.13%+40813F-HRTimeline
Montecito Bank & Trust56,779$11.3M1.8%-1,40013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC56,575$11.2M0.01%+17,99913F-HRTimelineGroup
Qube Research & Technologies Ltd56,427$11.2M0.02%+12,03013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …56,280$11.2M0.31%-4,64313F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC56,138$11.2M0.06%+4,60513F-HRTimeline
Emissary Wealth LLC56,117$11.1M9.36%13F-HRTimeline
TSA Wealth Managment LLC55,593$11M3.66%-29,85613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD55,417$11M0.13%-50113F-HRTimelineGroup
Jacobi Capital Management LLC55,200$11M0.64%+45513F-HRTimeline
Asset Advisors Investment Management, L…55,039$10.9M1.01%+1,77613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC54,699$10.9M0.09%+1,04813F-HRTimeline
Dorsey & Whitney Trust CO LLC54,672$10.9M0.57%+49813F-HRTimeline
Capital Investment Advisory Services, L…54,425$10.8M0.76%+67613F-HRTimeline
Perennial Investment Advisors, LLC54,342$10.8M0.85%+1,81813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC54,287$10.8M0.02%-21,15713F-HRTimelineGroup
BCGM Wealth Management, LLC54,070$10.7M2.74%-34,58713F-HRTimeline
StrongBox Wealth, LLC53,207$10.6M3.47%-6,45913F-HRTimeline
Tennessee Valley Asset Management Partn…53,046$10.5M1.37%+2,04513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,906$10.5M0.23%+10,33013F-HRTimeline
Premier Path Wealth Partners, LLC52,856$10.5M1.36%-4,38113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS52,776$10.5M0.39%-1,09213F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC52,225$10.4M2.18%+17,89713F-HRTimeline
Sigma Planning Corp52,011$10.3M0.29%-3,47713F-HRTimeline
WCG Wealth Advisors LLC51,926$10.3M0.29%-14,26713F-HRTimeline
Blue Edge Capital, LLC51,807$10.3M1.38%+2,06313F-HRTimeline
Ullmann Wealth Partners Group, LLC52,113$10.2M1.06%-57113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC51,357$10.2M0.01%-6213F-HRTimelineGroup
Crown Wealth Group, LLC51,350$10.2M2.85%-2,33113F-HRTimeline
VestGen Advisors, LLC50,178$9.97M0.42%-40,60513F-HRTimeline
Guided Capital Wealth Management, LLC50,041$9.94M6.97%+78713F-HRTimeline
FORTE ASSET MANAGEMENT LLC49,937$9.92M4.5%-7413F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC49,030$9.89M9.65%13F-HRTimeline
Flagship Private Wealth, LLC49,493$9.83M3.87%-1,83813F-HRTimeline
MRA Advisory Group49,137$9.76M4.1%+1,69513F-HRTimeline
Geneva Partners, LLC49,133$9.76M3.48%-53713F-HRTimeline
SOL Capital Management CO49,117$9.76M0.88%-1,19013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/49,114$9.76M0.01%+2,76413F-HRTimelineGroup
Stonehearth Capital Management, LLC48,789$9.69M3.59%-1,86213F-HRTimeline
Claro Advisors Inc.48,587$9.65M1.32%-19,76213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC48,551$9.64M0.46%+27,34113F-HRTimeline
ARQ WEALTH ADVISORS, LLC48,467$9.63M2.6%+4,71413F-HRTimeline
FINANCIAL LIFE ADVISORS48,455$9.62M2.97%+1,76313F-HRTimeline
MAI Capital Management48,322$9.6M0.06%+13,64113F-HRTimeline
Vestmark Advisory Solutions, Inc.48,053$9.54M0.13%+15,27613F-HRTimeline
Three Magnolias Financial Advisors, LLC48,052$9.54M5.93%-98913F-HRTimeline
Regal Investment Advisors LLC47,784$9.49M0.57%-24,72513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP46,919$9.32M<0.01%+42313F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC46,738$9.28M0.09%-1,40613F-HRTimelineGroup
RFG Advisory, LLC46,283$9.19M0.17%-9,09113F-HRTimeline
M1 Capital Management LLC46,219$9.18M3.83%-3,01113F-HRTimeline
SVB WEALTH LLC46,205$9.18M0.54%-11,19213F-HRTimeline
Running Point Capital Advisors, LLC45,840$9.1M2.48%-1,40313F-HRTimeline
Mutual Advisors, LLC45,786$9.09M0.19%-1,63013F-HRTimeline
Royal Harbor Partners, LLC45,154$8.97M2.96%+30213F-HRTimeline
CABOT WEALTH MANAGEMENT INC44,906$8.92M0.99%+2,86213F-HRTimeline
Legacy Financial Group LLC44,225$8.92M1.1%-39,48413F-HRTimeline
Sculati Wealth Management, LLC44,861$8.91M3.14%+3,39413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management44,829$8.9M0.3%-5,90613F-HRTimelineGroup
WATERSHED PRIVATE WEALTH LLC44,288$8.8M2.64%-29,97613F-HRTimeline
SWMG, LLC42,980$8.75M2.43%-38,87813F-HRTimeline
CoreCap Advisors, LLC43,574$8.65M0.3%-4,80013F-HRTimeline
PMG Wealth Management, Inc.43,448$8.63M6.32%+31313F-HRTimeline
BOS Asset Management, LLC43,075$8.56M2.29%+1,28113F-HRTimeline
Tradition Wealth Management, LLC43,060$8.55M0.61%-17,48713F-HRTimeline
RWA WEALTH PARTNERS, LLC43,034$8.55M0.09%-67,25613F-HRTimeline
Green Ridge Wealth Planning LLC42,626$8.47M4.33%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,389$8.42M0.01%+35,61313F-HRTimelineGroup
Maia Wealth LLC41,345$8.3M1.42%-27,72713F-HRTimeline
TSFG, LLC41,695$8.28M1.24%-36,42313F-HRTimeline
Rothschild Wealth LLC41,585$8.26M0.79%-50,20313F-HR/ATimeline
J.W. COLE ADVISORS, INC.45,412$8.25M0.2%-3,16113F-HRTimeline
Nest Investments, LLC41,135$8.17M6.84%13F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC41,059$8.16M4.29%13F-HRTimeline
Formidable Asset Management, LLC41,680$8.11M1.18%-2,69013F-HRTimeline
Security Financial Services, INC.40,211$7.99M1.25%-91,74613F-HRTimeline
Ironsides Asset Advisors, LLC39,692$7.88M2%+6,46413F-HRTimeline
Legacy Advisory Services, LLC39,218$7.79M5.86%+6713F-HRTimeline
PFG Advisors38,975$7.74M0.38%-25,27213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC38,944$7.74M2.42%+1,65113F-HRTimeline
Performa Ltd (US), LLC38,883$7.72M1.96%-50713F-HRTimeline
FIRST AMERICAN TRUST, FSB38,409$7.63M0.52%+2,64413F-HRTimeline
Town Capital LLC38,405$7.63M6.24%13F-HRTimeline
ShoreHaven Wealth Partners, LLC37,899$7.53M2.7%-26,50013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC37,378$7.42M<0.01%+2,77813F-HR/ATimelineGroup
Summit Financial, LLC37,296$7.41M0.11%+1,17113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC37,227$7.39M0.46%+33613F-HRTimeline
Annex Advisory Services, LLC37,222$7.39M0.14%-2,13313F-HRTimeline
Golden State Wealth Management, LLC36,703$7.29M0.77%+10713F-HRTimeline
WIN ADVISORS, INC36,544$7.26M3.08%new13F-HRTimeline
Invst, LLC36,512$7.25M0.79%-40,77913F-HRTimeline
Capital Advantage, Inc.36,446$7.24M0.98%+1,57513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC36,002$7.15M0.2%-33,58213F-HR/ATimelineGroup
Symphony Financial, Ltd. Co.35,541$7.09M0.95%-14,05713F-HRTimeline
WealthShield Partners, LLC35,656$7.08M0.78%-25,24013F-HRTimeline
Yoder Wealth Management, Inc.35,699$7.04M3.21%-6,07613F-HRTimeline
Highview Capital Management LLC/DE/35,336$7.02M2.48%+3,72113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC34,834$6.92M1.45%-1,23913F-HRTimeline
Beacon Bridge Wealth Partners, LLC34,559$6.86M2.28%-55,36913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.34,416$6.84M0.28%-57613F-HRTimeline
VISTA INVESTMENT MANAGEMENT34,337$6.82M2.25%+2,05713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.34,307$6.81M4.4%-2,37513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC34,298$6.81M1.23%+1,21813F-HRTimeline
PFG Private Wealth Management, LLC34,190$6.79M2.97%+32,64813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,607$6.68M0.01%-57,54613F-HRTimelineGroup
TruWealth Advisors, LLC33,510$6.66M0.33%+2,09913F-HRTimeline
Advisory Services Network, LLC33,358$6.63M0.09%-10,88813F-HRTimeline
Capital Investment Advisors, LLC33,345$6.62M0.1%-57913F-HRTimeline
OLD NATIONAL BANCORP /IN/33,242$6.6M0.11%+18813F-HRTimeline
CORA CAPITAL ADVISORS LLC32,531$6.46M2.52%013F-HRTimeline
Waterloo Capital, L.P.32,527$6.46M0.47%-27013F-HRTimeline
Centurion Wealth Management LLC32,469$6.45M1.42%-5,80913F-HRTimeline
Beacon Pointe Advisors, LLC32,446$6.44M0.05%-76813F-HRTimeline
Bay Harbor Wealth Management, LLC32,369$6.43M1.68%-29,25113F-HRTimeline
McNaughton Wealth Management, LLC32,070$6.37M2.62%-21,83513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP32,067$6.37M0.09%-6,28813F-HRTimelineGroup