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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,636 managers (1,656 13F filers) reported a position in QUAL shares at 2026-03-31, 212,645,808 shares in all. 102 filers opened a position and 77 filers sold out during the quarter.

Managers
1,636
13F filers
1,656
New
102
Added
629
Reduced
636
Sold out
77
Shares held by filers
212,645,808

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FORT WASHINGTON INVESTMENT ADVISORS INC…98,780$18.9M0.1%-8,14413F-HRTimeline
Weaver Consulting Group98,114$18.8M4.49%-1,99013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC96,470$18.5M0.01%+54,08113F-HRTimelineGroup
CFS Investment Advisory Services, LLC88,289$18.3M1.26%-7,70413F-HRTimeline
One Wealth Advisors, LLC93,926$18M2.24%-98213F-HRTimeline
Trinity Wealth Management, LLC92,247$17.7M6.5%-2,13213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP91,300$17.5M0.01%-317,50013F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…91,166$17.5M5.93%-31,60413F-HRTimeline
Center for Financial Planning, Inc.90,570$17.4M1.81%-1,30613F-HRTimeline
Keebeck Wealth Management90,452$17.3M1.95%-52213F-HRTimeline
Advus Financial Partners, LLC89,730$17.2M6.52%-16,05213F-HR/ATimeline
KWB Wealth83,553$16.6M1.64%-1,14113F-HRTimeline
Stone House Investment Management, LLC86,137$16.5M2.96%+1,88913F-HRTimeline
Detalus Advisors, LLC85,759$16.4M3.76%+1,23613F-HRTimeline
HUB Investment Partners, LLC85,757$16.4M0.4%+5,98213F-HRTimeline
Mayflower Financial Advisors, LLC85,062$16.3M1.98%+2,06813F-HRTimeline
INTEGRITY ALLIANCE, LLC.83,362$16M0.61%-1,46013F-HRTimeline
Apella Capital, LLC77,243$16M0.24%-2,55913F-HRTimeline
Wealthspire Advisors, LLC83,308$16M0.13%-3,85613F-HRTimeline
Elevated Financial Group LLC83,080$15.9M5.28%+41113F-HRTimeline
Gladstone Institutional Advisory LLC82,597$15.8M0.59%+12,11713F-HRTimeline
Well Done, LLC82,502$15.8M2.32%-7,35613F-HRTimeline
SHUFRO ROSE & CO LLC82,208$15.8M1.07%+5,44413F-HRTimeline
Community Financial Services Group, LLC81,442$15.7M2.76%-74213F-HRTimeline
MB Generational Wealth, LLC81,569$15.6M8.65%-1,08413F-HRTimeline
Bell Investment Advisors, Inc81,085$15.6M2.43%-1,46413F-HRTimeline
Lutz Financial Services LLC80,906$15.5M1.04%+3,60513F-HRTimeline
Pettinga Financial Advisors LLC80,277$15.4M2.9%-4,96613F-HRTimeline
Journey Advisory Group, LLC80,236$15.4M1.32%-46,47913F-HRTimeline
Sovran Advisors, LLC74,060$15.3M1.2%+3,10413F-HRTimeline
Kraft, Davis & Associates, LLC73,225$15.2M3.24%+2,61813F-HRTimeline
Cypress Wealth Services, LLC78,789$15.1M2.13%-90413F-HRTimeline
ELEMENT POINTE ADVISORS, LLC78,410$15M2.84%-6,16313F-HRTimeline
Focus Financial Network, Inc.77,824$14.9M0.54%-32,09913F-HRTimeline
Skyline Advisors, Inc.77,806$14.9M5.21%-31,56813F-HRTimeline
J. Mark Nickell & Co.77,306$14.8M13.39%-7,66313F-HR/ATimeline
Nan Shan Life Insurance Co., Ltd.77,200$14.8M0.54%013F-HRTimeline
Physician Wealth Advisors, Inc.76,659$14.7M2.05%+1,24613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75,357$14.5M0.01%+1,75813F-HRTimelineGroup
Quantinno Capital Management LP74,632$14.3M0.02%+9,26213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding69,346$14.3M-1,658Timeline
SAGESPRING WEALTH PARTNERS, LLC72,150$13.8M0.25%-153,59813F-HRTimeline
JMAC ENTERPRISES LLC72,145$13.8M2.65%+1,40713F-HRTimeline
Insight Wealth Strategies, LLC71,720$13.8M1.54%-23,49013F-HRTimeline
MOTIVE WEALTH ADVISORS71,553$13.7M6.44%-6,11013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC70,884$13.6M0.07%+14,74613F-HRTimeline
Wealth Quarterback LLC70,827$13.6M5.35%+43713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC70,730$13.6M0.01%+14,15513F-HRTimelineGroup
GTS SECURITIES LLC70,319$13.5M0.48%new13F-HRTimeline
Wood Tarver Financial Group, LLC70,239$13.5M3.72%+1,48713F-HRTimeline
Caprock Group, LLC69,362$13.3M0.32%-1,70813F-HRTimeline
Trek Financial, LLC69,242$13.3M0.71%+4,69713F-HRTimeline
Stonebrook Private Inc.68,150$13.1M2.78%-15113F-HRTimeline
CGN Advisors LLC66,609$12.8M1.01%-85313F-HRTimeline
Scissortail Wealth Management, LLC66,255$12.7M2.55%-14,89413F-HRTimeline
Garrett Wealth Advisory Group, LLC65,084$12.5M2.22%-1,44413F-HRTimeline
World Investment Advisors65,065$12.5M0.2%+43313F-HRTimeline
PAX Financial Group, LLC65,003$12.5M2.13%+5,13813F-HRTimeline
Kelly Financial Services LLC64,776$12.4M2.99%-93313F-HRTimeline
Steelhead Wealth Management LLC62,976$12.1M6.12%13F-HRTimeline
WEALTH ALLIANCE, LLC62,631$12M1.19%+4,22613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…61,864$11.9M1.38%+1,74213F-HRTimeline
KICKSTAND VENTURES, LLC.61,102$11.7M2.47%+2,62213F-HRTimeline
IFP Advisors, Inc60,915$11.7M0.24%-25,42213F-HRTimeline
Csenge Advisory Group60,554$11.6M0.53%-12113F-HRTimeline
GSG Advisors LLC60,496$11.6M3.01%+2,64813F-HRTimeline
Vise Technologies, Inc.57,506$11.4M0.22%013F-HRTimeline
Frisch Financial Group, Inc.59,395$11.4M2.38%+42,16913F-HRTimeline
Midwest Capital Advisors, LLC59,240$11.4M5.31%+53013F-HRTimeline
ONE Advisory Partners, LLC58,980$11.3M3.49%-1,09713F-HRTimeline
Hughes Financial Services, LLC58,889$11.3M1.74%-1,55313F-HRTimeline
5T Wealth, LLC58,681$11.3M4.45%-35613F-HRTimeline
Keystone Financial Services58,521$11.2M3.29%-47,69813F-HRTimeline
Kovack Advisors, Inc.58,822$11.2M0.6%+27,19213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC58,205$11.2M0.1%+11,46713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,167$11.2M0.01%+24,56013F-HRTimelineGroup
Capital Investment Advisory Services, L…57,825$11.1M0.81%+3,40013F-HRTimeline
StrongBox Wealth, LLC57,322$11M3.52%+4,11513F-HRTimeline
Intelligence Driven Advisers, LLC57,085$10.9M1.91%-9,17113F-HRTimeline
Montecito Bank & Trust56,988$10.9M1.8%+20913F-HRTimeline
ERn Financial, LLC56,975$10.9M2.06%+1713F-HRTimeline
Asset Advisors Investment Management, L…56,302$10.8M1.03%+1,26313F-HRTimeline
Trilogy Capital Inc.56,090$10.8M0.48%-4,05713F-HRTimeline
Tennessee Valley Asset Management Partn…56,017$10.7M1.42%+2,97113F-HRTimeline
Balentine LLC55,482$10.6M0.43%-2,82113F-HRTimeline
Moment Partners, LLC55,469$10.6M1.9%-4,92113F-HRTimeline
Dorsey & Whitney Trust CO LLC55,297$10.6M0.58%+62513F-HRTimeline
CABOT WEALTH MANAGEMENT INC55,295$10.6M1.22%+10,38913F-HRTimeline
Summit Financial, LLC55,159$10.6M0.13%+17,86313F-HRTimeline
Patriot Financial Group Insurance Agenc…54,982$10.5M0.6%+27,57813F-HRTimeline
TUDOR INVESTMENT CORP ET AL54,921$10.5M0.06%+51,87413F-HRTimeline
Gateway Wealth Partners, LLC54,766$10.5M0.41%+37,52313F-HRTimeline
TSA Wealth Managment LLC54,738$10.5M3.39%-85513F-HRTimeline
FIRST AMERICAN TRUST, FSB54,694$10.5M0.71%+16,28513F-HRTimeline
Arax Advisory Partners54,310$10.4M0.29%-7,40713F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC49,940$10.4M9.72%+91013F-HRTimeline
BCGM Wealth Management, LLC53,660$10.3M2.59%-41013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC53,531$10.3M0.02%-75613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD53,516$10.3M0.11%-1,90113F-HRTimelineGroup
Perennial Investment Advisors, LLC53,247$10.2M0.82%-1,09513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC53,252$10.2M0.23%+34613F-HR/ATimeline
Jacobi Capital Management LLC52,976$10.2M0.57%-2,22413F-HRTimeline
Kilter Group LLC52,645$10.1M4.35%-5,47213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …52,173$10M0.19%-9,16613F-HRTimelineGroup
Forthright Family Wealth Advisory LLC60,585$9.96M6.68%+3,05013F-HRTimeline
Apeiron RIA LLC51,872$9.95M2.31%-33,34313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA51,634$9.9M0.02%-12,06113F-HRTimelineGroup
Regal Investment Advisors LLC51,549$9.89M0.57%+3,76513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP51,370$9.85M<0.01%+4,45113F-HRTimelineGroup
MRA Advisory Group51,136$9.81M4%+1,99913F-HRTimeline
Crown Wealth Group, LLC50,824$9.75M2.86%-52613F-HRTimeline
HRT FINANCIAL LP50,709$9.73M0.02%+43,78413F-HRTimeline
ARQ WEALTH ADVISORS, LLC50,470$9.68M1.74%+2,00313F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC50,343$9.66M2.45%13F-HRTimeline
Blue Edge Capital, LLC50,270$9.64M1.28%-1,53713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …50,036$9.6M0.28%-6,24413F-HRTimelineGroup
Addison Capital Co49,945$9.58M1.7%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC49,817$9.56M4.19%-12013F-HRTimeline
Flagship Private Wealth, LLC49,568$9.51M3.86%+7513F-HRTimeline
ALTFEST L J & CO INC49,417$9.48M1.01%+43,91313F-HRTimeline
FINANCIAL LIFE ADVISORS49,405$9.48M2.95%+95013F-HRTimeline
Guided Capital Wealth Management, LLC49,401$9.48M6.25%-64013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS49,319$9.46M0.38%-3,45713F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC48,939$9.39M5.97%+88713F-HRTimeline
Sigma Planning Corp48,816$9.36M0.26%-3,19513F-HRTimeline
MAI Capital Management48,526$9.31M0.05%+20413F-HRTimeline
SVB WEALTH LLC47,736$9.16M0.6%+1,53113F-HRTimeline
Highview Capital Management LLC/DE/46,623$8.94M3.25%+11,28713F-HRTimeline
Premier Path Wealth Partners, LLC46,598$8.94M1.16%-6,25813F-HRTimeline
Sculati Wealth Management, LLC46,457$8.91M3.29%+1,59613F-HRTimeline
Ullmann Wealth Partners Group, LLC46,023$8.83M0.92%-6,09013F-HRTimeline
PMG Wealth Management, Inc.45,960$8.82M6.36%+2,51213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC45,898$8.8M0.01%-5,45913F-HRTimelineGroup
CoreCap Advisors, LLC45,874$8.8M0.3%+2,30013F-HRTimeline
Legacy Financial Group LLC45,697$8.77M1.1%+1,47213F-HRTimeline
Claro Advisors Inc.45,601$8.75M1.05%-2,98613F-HRTimeline
J.W. COLE ADVISORS, INC.45,542$8.74M0.29%+13013F-HRTimeline
Financial Enhancement Group LLC41,997$8.69M1.08%+14,87313F-HRTimeline
Rothschild Wealth LLC45,266$8.68M0.78%+3,68113F-HRTimeline
BOS Asset Management, LLC45,117$8.65M2.21%+2,04213F-HRTimeline
Stonehearth Capital Management, LLC44,828$8.6M3.41%-3,96113F-HRTimeline
Legacy Advisory Services, LLC44,714$8.58M6.55%+5,49613F-HRTimeline
SWMG, LLC44,531$8.54M2.44%+1,55113F-HRTimeline
Geneva Partners, LLC44,242$8.49M4.08%-4,89113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC44,077$8.45M2.57%+5,13313F-HRTimeline
TSFG, LLC43,949$8.43M1.28%+2,25413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC43,932$8.43M2.63%-35613F-HRTimeline
Nest Investments, LLC43,836$8.41M6.83%+2,70113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd43,601$8.36M0.15%+37,57313F-HRTimelineGroup
CONNABLE OFFICE INC43,472$8.34M0.82%-20,63113F-HRTimeline
Snowden Capital Advisors LLC43,010$8.25M0.22%-26,40613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management42,929$8.23M0.28%-1,90013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/42,704$8.19M0.01%-6,41013F-HRTimelineGroup
Western Wealth Management, LLC42,229$8.1M0.31%+16,75513F-HR/ATimeline
BEACON ADVISORS HOLDINGS, LLC41,621$7.98M4.27%+56213F-HRTimeline
Green Ridge Wealth Planning LLC41,458$7.95M4.18%-1,16813F-HRTimeline
Emissary Wealth LLC40,444$7.76M7.27%-15,67313F-HRTimeline
VestGen Advisors, LLC36,481$7.68M0.22%-13,69713F-HRTimeline
Mutual Advisors, LLC39,827$7.64M0.16%-5,95913F-HRTimeline
West Wealth Group, LLC39,644$7.6M1.5%+7,57913F-HRTimeline
Tradition Wealth Management, LLC39,559$7.59M0.54%-3,50113F-HRTimeline
PFG Advisors38,956$7.47M0.36%-1913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC38,665$7.42M<0.01%+1,28713F-HRTimelineGroup
Performa Ltd (US), LLC38,499$7.38M1.67%-38413F-HRTimeline
Golden State Wealth Management, LLC38,277$7.34M0.8%+1,57413F-HRTimeline
Maia Wealth LLC38,125$7.31M1.24%-3,22013F-HRTimeline
Capital Advantage, Inc.38,117$7.31M0.96%+1,67113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC37,992$7.29M0.46%+76513F-HRTimeline
ShoreHaven Wealth Partners, LLC37,971$7.28M2.62%+7213F-HRTimeline
Formidable Asset Management, LLC35,843$7.12M1.1%-5,83713F-HRTimeline
RWA WEALTH PARTNERS, LLC36,637$7.03M0.08%-6,39713F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC36,570$7.01M1.55%+1,73613F-HRTimeline
EASTERN BANK36,295$6.96M0.12%-26,72513F-HRTimeline
Capital Investment Advisors, LLC35,896$6.89M0.1%+2,55113F-HR/ATimeline
TruWealth Advisors, LLC35,826$6.87M0.33%+2,31613F-HRTimeline
WealthShield Partners, LLC35,497$6.81M0.76%-15913F-HRTimeline
Annex Advisory Services, LLC35,482$6.81M0.13%-1,74013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC35,400$6.79M0.1%new13F-HRTimelineGroup
Summit Trail Advisors, LLC35,336$6.78M0.1%+9,58213F-HRTimeline
Compound Planning, Inc.35,158$6.74M0.21%+5,52913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…35,000$6.71M0.02%-53,60613F-HR/ATimelineGroup
Security Financial Services, INC.34,945$6.7M1.06%-5,26613F-HRTimeline
Advisory Services Network, LLC34,912$6.7M0.09%+1,55413F-HRTimeline
Beacon Bridge Wealth Partners, LLC34,905$6.7M2.24%+34613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.34,798$6.67M4.37%+49113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC34,656$6.65M1.19%+35813F-HRTimeline
Archer Investment Management, LLC34,483$6.61M2.78%+24,69513F-HRTimeline
Invst, LLC34,437$6.61M0.75%-2,07513F-HRTimeline
Bison Wealth, LLC30,924$6.52M0.63%-84513F-HRTimeline
Arkadios Wealth Advisors33,947$6.51M0.11%+17,47013F-HRTimeline
Elevation Capital Advisory, LLC33,703$6.46M2.75%-27,35513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.33,670$6.46M0.26%-74613F-HRTimeline
VISTA INVESTMENT MANAGEMENT33,597$6.44M2.16%-74013F-HRTimeline
OLD NATIONAL BANCORP /IN/33,585$6.44M0.11%+34313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC33,582$6.44M0.46%+1,97513F-HRTimeline
Bay Harbor Wealth Management, LLC33,141$6.36M1.65%+77213F-HRTimeline
Symphony Financial, Ltd. Co.33,398$6.35M0.84%-2,14313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC33,124$6.35M0.17%-2,87813F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC33,022$6.33M2.45%+10,67213F-HRTimeline
Savvy Advisors, Inc.32,705$6.27M0.17%+5,32413F-HRTimeline