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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,625 managers (1,648 13F filers) reported a position in QUAL shares at 2026-06-30, 171,292,537 shares in all. 108 filers opened a position and 110 filers sold out during the quarter.

Managers
1,625
13F filers
1,648
New
108
Added
495
Reduced
763
Sold out
110
Shares held by filers
171,292,537

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Annex Advisory Services, LLC23,226$5.1M0.09%-12,25613F-HRTimeline
TCI Wealth Advisors, Inc.23,210$5.09M0.22%-4413F-HRTimeline
Security Financial Services, INC.23,080$5.06M0.7%-11,86513F-HRTimeline
Hoese & Co LLP23,053$5.06M3.29%-4,44613F-HRTimeline
EASTERN BANK22,784$5M0.08%-13,51113F-HRTimeline
Cornerstone Wealth Management, LLC22,662$4.97M0.21%+70213F-HRTimeline
Founders Financial Alliance, LLC22,432$4.92M0.65%+20,93213F-HRTimeline
Prospera Financial Services Inc22,339$4.9M0.07%+1,35213F-HRTimeline
Emissary Wealth LLC22,229$4.88M3.72%-18,21513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC22,176$4.87M0.84%-1,51213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC22,116$4.85M0.06%+11413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.25,266$4.85M2.76%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP21,712$4.76M<0.01%+11,12613F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…21,658$4.75M0.68%-16313F-HRTimeline
HB Wealth Management, LLC21,552$4.73M0.03%+3,70213F-HRTimeline
MANNING & NAPIER ADVISORS LLC21,402$4.7M0.06%+5,13713F-HRTimeline
Sollinda Capital Management LLC21,101$4.63M0.99%+1,04913F-HRTimeline
Bulltick Wealth Management, LLC20,819$4.57M0.93%+18813F-HRTimeline
Avestar Capital, LLC20,801$4.56M0.27%-39313F-HRTimeline
Astoria Portfolio Advisors LLC.20,791$4.56M0.77%-1213F-HRTimeline
Sherman Wealth Management LLC20,726$4.55M3.42%+5313F-HRTimeline
NWAM LLC20,702$4.54M0.23%+9,55813F-HRTimeline
Geneos Wealth Management Inc.20,618$4.52M0.09%-20013F-HRTimeline
Rollins Financial Advisors, LLC20,528$4.5M0.59%-3,23813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP20,448$4.49M0.06%+6,85513F-HRTimeline
CFM WEALTH PARTNERS LLC20,288$4.45M0.57%-18513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC20,077$4.41M0.24%-3813F-HRTimeline
Fluent Financial, LLC20,075$4.41M1.57%+33613F-HRTimeline
Claro Advisors Inc.19,686$4.32M0.45%-25,91513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,502$4.28M0.22%+86313F-HRTimeline
Ausdal Financial Partners, Inc.19,431$4.26M0.17%+1,99613F-HRTimeline
Triumph Capital Management19,290$4.23M0.77%-2,00513F-HRTimeline
Buttonwood Financial Group, LLC19,285$4.23M2.42%-25313F-HRTimeline
Stonebrook Private Inc.19,152$4.2M0.77%-48,99813F-HRTimeline
Farrell Financial LLC19,125$4.2M2.27%-67813F-HRTimeline
J.E. Simmons & Co., P.C.19,093$4.19M2.36%-11113F-HRTimeline
HighPoint Advisor Group LLC18,996$4.17M0.15%+87013F-HRTimeline
RFG Advisory, LLC18,881$4.14M0.06%-13,53313F-HRTimeline
SIMON QUICK ADVISORS, LLC18,833$4.13M0.17%-13513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.18,778$4.12M0.03%+2,42913F-HR/ATimeline
JPL Wealth Management, LLC18,649$4.09M0.81%-26613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC18,605$4.08M2.54%+49213F-HRTimeline
Concorde Asset Management, LLC18,482$4.06M2.35%-1,16913F-HRTimeline
Clear Creek Financial Management, LLC18,385$4.03M0.26%-1,26813F-HRTimeline
Crestwood Advisors Group, LLC18,301$4.02M0.06%+97413F-HRTimeline
Regal Investment Advisors LLC18,055$3.96M0.21%-33,49413F-HRTimeline
SimpliFi, Inc.18,055$3.96M1.57%+9613F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,020$3.95M0.12%-65,34213F-HRTimeline
Bedel Financial Consulting, Inc.17,903$3.93M0.38%+113F-HRTimeline
Kovack Advisors, Inc.17,872$3.92M0.19%-40,95013F-HRTimeline
Mayfair Advisory Group, LLC18,067$3.92M1.18%-58613F-HRTimeline
Worth Financial Advisory Group, LLC17,694$3.88M1.62%new13F-HRTimeline
Clarendon Private LLC17,651$3.87M2.49%+97313F-HRTimeline
Global Wealth Strategies & Associates17,641$3.87M0.73%-2,97113F-HRTimeline
BRIGHTON JONES LLC17,639$3.87M0.07%+1,33613F-HRTimeline
GTS SECURITIES LLC17,554$3.85M0.08%-52,76513F-HRTimeline
Chicago Partners Investment Group LLC17,803$3.85M0.08%-74713F-HRTimeline
OpenArc Corporate Advisory, LLC17,513$3.84M0.05%+2,53713F-HRTimeline
Tortoise Investment Management, LLC17,324$3.8M0.28%-47513F-HRTimeline
DAVENPORT & Co LLC17,155$3.76M0.02%-2,84313F-HRTimeline
Carnegie Investment Counsel17,101$3.75M0.08%-1,56513F-HRTimeline
NorthRock Partners, LLC17,088$3.75M0.05%-49713F-HRTimeline
Ethos Financial Group, LLC17,358$3.75M0.25%-42913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC16,811$3.69M2.21%-9513F-HRTimeline
HARBOUR INVESTMENTS, INC.16,732$3.67M0.05%-3,45613F-HRTimeline
IEQ CAPITAL, LLC16,623$3.65M0.02%-2,18113F-HRTimeline
Beacon Financial Advisory LLC16,561$3.63M0.72%-2,62113F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.16,472$3.61M2.78%+1,21013F-HRTimeline
JB Capital LLC16,462$3.61M0.13%-354,68213F-HRTimeline
Houlihan Financial Resource Group, Ltd.16,329$3.58M1.28%+1,14513F-HRTimeline
Crescent Grove Advisors, LLC16,292$3.57M0.3%+34013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,265$3.57M0.24%-76513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,232$3.56M0.09%+9,92613F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…16,220$3.56M1.21%-6,16613F-HRTimeline
Marks Group Wealth Management, Inc16,219$3.56M0.31%-51313F-HRTimeline
Dakota Wealth Management16,168$3.55M0.07%-47513F-HRTimeline
Patriot Financial Group Insurance Agenc…15,904$3.49M0.36%-39,07813F-HRTimeline
Tyche Wealth Partners LLC15,837$3.48M0.49%-3,79913F-HRTimeline
Mesirow Financial Investment Management…15,753$3.46M0.05%-62913F-HRTimeline
PRIVATE TRUST CO NA15,717$3.45M0.28%-4,29113F-HRTimeline
GeoWealth Management, LLC15,695$3.44M0.11%-2,32313F-HRTimeline
Alta Wealth Advisors LLC15,586$3.42M0.93%+53513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.15,551$3.41M0.02%-2,38913F-HRTimelineGroup
Keystone Wealth Services, LLC15,525$3.41M0.63%-21113F-HRTimeline
MorganRosel Wealth Management, LLC15,496$3.4M1.15%+1,43413F-HRTimeline
Tradewinds, LLC.89,609$3.39M0.79%new13F-HRTimeline
Acorn Wealth Advisors, LLC15,283$3.35M0.82%-49913F-HRTimeline
Rose Capital Advisors LLC15,236$3.34M1.79%13F-HRTimeline
Ridgeline Wealth, LLC15,025$3.3M1.93%-213F-HRTimeline
Raab & Moskowitz Asset Management LLC14,953$3.28M0.66%+2,75413F-HRTimeline
Carr Financial Group Corp14,929$3.28M0.75%+10513F-HRTimeline
TD Waterhouse Canada Inc.14,921$3.27M0.01%+5,78413F-HRTimeline
GREENLEAF TRUST14,913$3.27M0.03%+1,04413F-HRTimeline
Fort Sheridan Advisors LLC14,597$3.2M0.35%+1,44613F-HRTimeline
FFG RETIREMENT ADVISORS LLC14,554$3.19M1.69%+22313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC14,473$3.18M0.17%-13,62813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,502$3.15M0.04%-60713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,334$3.15M<0.01%-1,20013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.14,230$3.12M0.06%-32713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…14,048$3.08M0.1%-2,585,81313F-HRTimelineGroup
Physician Wealth Advisors, Inc.14,018$3.08M0.37%-62,64113F-HRTimeline
Gotham Asset Management, LLC13,961$3.06M0.01%-24413F-HRTimeline
Integrity Advisory Solutions, LLC13,931$3.06M0.31%-4,83813F-HRTimeline
VestGen Advisors, LLC13,844$3.04M0.09%-22,63713F-HRTimeline
Alpha Zero LLC13,725$3.03M1.15%-6513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,785$3.03M0.08%+15013F-HRTimelineGroup
Smartleaf Asset Management LLC13,880$3.02M0.1%013F-HRTimeline
Avidian Wealth Enterprises, LLC13,704$3.01M0.08%-9,20913F-HRTimeline
Waterloo Capital, L.P.13,686$3M0.17%-87313F-HRTimeline
Interchange Capital Partners, LLC13,677$3M0.56%-10,41413F-HRTimeline
Thrive Wealth Management, LLC13,626$2.99M0.38%-22013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC13,464$2.95M0.83%-30,46813F-HRTimeline
Keel Point, LLC13,423$2.95M0.17%+3013F-HRTimeline
Providence First Trust Co13,361$2.93M0.82%-68413F-HRTimeline
ADG Wealth Management Group, LLC13,292$2.92M1.85%+6713F-HRTimeline
Provident Investment Management, Inc.13,265$2.91M0.28%-1,02613F-HRTimeline
Steelhead Wealth Management LLC13,230$2.9M1.17%-49,74613F-HRTimeline
WBH ADVISORY INC13,082$2.87M0.19%-4313F-HRTimeline
PALLADIEM, LLC13,080$2.87M2.78%+5,19213F-HRTimeline
BEACON FINANCIAL GROUP13,044$2.86M0.26%-15,09113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,933$2.84M0.14%-130,39613F-HRTimeline
LiftPoint Family Wealth Advisors LLC12,925$2.84M1.92%-11,94413F-HRTimeline
EHRLICH FINANCIAL GROUP12,891$2.83M1.45%-61613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,879$2.83M0.04%-7,90613F-HRTimeline
Bestgate Wealth Advisors, LLC12,847$2.82M4.49%+4613F-HRTimeline
ONE Advisory Partners, LLC12,819$2.81M0.77%-46,16113F-HRTimeline
Ellis Investment Partners, LLC12,740$2.8M0.42%+33713F-HRTimeline
McKinley Carter Wealth Services, Inc.12,716$2.79M0.14%-61513F-HRTimeline
Almanack Investment Partners, LLC.12,616$2.77M0.35%-613F-HRTimeline
Meridian Wealth Management, LLC12,599$2.76M0.09%+6113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,583$2.76M0.72%-68213F-HRTimeline
Glen Eagle Advisors, LLC12,582$2.76M0.35%-24913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC12,523$2.75M0.89%-10,00013F-HRTimeline
Advyzon Investment Management, LLC12,514$2.75M0.2%-19,88913F-HRTimeline
Quadrant Private Wealth Management, LLC12,324$2.7M0.61%-16,00013F-HRTimeline
Verdence Capital Advisors LLC12,226$2.68M0.14%+34313F-HRTimeline
Hansen & Associates Financial Group, In…12,210$2.67M1.53%+18413F-HRTimeline
Boreal Capital Management LLC12,136$2.66M1.98%-2,67413F-HRTimeline
Polaris Investment Advisors, LLC12,109$2.66M1.7%-7,94813F-HRTimeline
Delta Wealth Advisors LLC12,094$2.65M1.9%-2,06413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,089$2.65M0.05%+57213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,087$2.65M0.04%013F-HRTimelineGroup
Lantz Financial LLC12,085$2.65M0.49%-13,55713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC12,081$2.65M0.02%-23,31913F-HRTimelineGroup
Kastel Capital Advisors, LLC13,814$2.65M1.68%-7,09813F-HRTimeline
LARCH CAPITAL PARTNERS LLC12,030$2.64M0.38%+9313F-HRTimeline
BigSur Wealth Management LLC12,000$2.63M0.63%013F-HRTimeline
Planning Strategies Inc.12,000$2.63M1.65%13F-HRTimeline
BlackDiamond Wealth Management, LLC11,649$2.63M1.06%-16713F-HRTimeline
Archer Investment Management, LLC11,974$2.63M0.9%-22,50913F-HRTimeline
TFC Financial Management, Inc.11,869$2.6M0.29%+31313F-HRTimeline
Crown Wealth Group, LLC11,775$2.58M0.66%-39,04913F-HRTimeline
Brookwood Investment Group LLC11,698$2.57M0.3%-4,17013F-HRTimeline
HORAN Wealth, LLC11,556$2.54M0.32%+74713F-HR/ATimeline
Valmark Advisers, Inc.11,547$2.53M0.03%+613F-HRTimeline
GC Wealth Management RIA, LLC11,482$2.52M0.15%-1,12813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,447$2.51M1.7%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,382$2.5M0.28%-14013F-HRTimeline
Insight Inv LLC11,364$2.49M1.18%+87513F-HRTimeline
Goldstein Advisors, LLC11,343$2.49M0.23%-119,00713F-HRTimeline
Elevated Capital Advisors, LLC11,302$2.48M0.68%+83613F-HRTimeline
AWM CAPITAL, LLC11,268$2.47M0.2%-813F-HRTimeline
PATTEN & PATTEN INC/TN11,157$2.45M0.13%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC11,143$2.44M0.97%-12013F-HRTimeline
Clear Harbor Asset Management, LLC11,060$2.43M0.15%+1,00113F-HRTimeline
Burton Enright Welch11,028$2.42M0.28%+1613F-HRTimeline
CGC Financial Services, LLC11,002$2.41M0.54%+2,99413F-HRTimeline
Henshaw Capital LLC11,000$2.41M0.08%013F-HRTimeline
YHB Investment Advisors, Inc.10,933$2.4M0.15%+12513F-HRTimeline
WT Wealth Management10,931$2.4M0.66%+3,14313F-HRTimeline
RMR Capital Management, LLC10,920$2.4M1.65%+24213F-HRTimeline
PFG Advisors10,863$2.38M0.12%-28,09313F-HRTimeline
WEALTHGARDEN F.S. LLC10,858$2.38M1.35%-5,78813F-HRTimeline
Yukon Wealth Management, Inc.10,829$2.38M0.68%-2,15813F-HRTimeline
J HAGAN CAPITAL, INC.10,825$2.38M1.1%+62513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,733$2.36M-260Timeline
ALTERNA WEALTH MANAGEMENT, INC10,724$2.35M1.35%-3,61213F-HRTimeline
Tranquility Partners, LLC10,648$2.34M0.8%-31013F-HRTimeline
Commonwealth Retirement Investments LLC10,637$2.33M0.63%+67113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,688$2.31M0.09%+7,87313F-HRTimelineGroup
Cynosure Group, LLC10,528$2.31M0.35%-9,73913F-HRTimeline
Alteri Wealth LLC10,500$2.3M0.64%-11213F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding10,495$2.3M-456Timeline
Vertex Planning Partners, LLC10,415$2.29M0.34%-7,97713F-HRTimeline
Quent Capital, LLC10,408$2.28M0.14%-37713F-HRTimeline
Kelly Financial Services LLC10,392$2.28M0.49%-54,38413F-HRTimeline
Asempa Wealth Advisors10,344$2.27M1.73%-313F-HRTimeline
Advisory Solutions Group, LLC10,342$2.27M0.78%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,269$2.25M0.03%-10313F-HRTimeline
Level Financial Advisors10,257$2.25M0.5%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,250$2.25M1.08%+213F-HRTimeline
Triad Wealth Partners, LLC10,112$2.24M0.13%-99613F-HRTimeline
Dynamic Advisor Solutions LLC10,201$2.24M0.06%+3,08613F-HRTimeline
Purkiss Capital Advisors LLC10,197$2.24M0.85%+31413F-HRTimeline
MONECO ADVISORS, LLC10,178$2.23M0.14%-50713F-HRTimeline
Davis Wealth Advisors, LLC10,147$2.23M1.72%-11,25113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,011$2.2M0.23%-71313F-HRTimeline
Shore Point Advisors, LLC10,007$2.2M0.75%+27613F-HRTimeline
NORTHLAND SECURITIES, INC.10,001$2.19M1.28%-22513F-HRTimeline
WEALTH ALLIANCE, LLC9,919$2.18M0.18%-52,71213F-HRTimeline