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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,476 managers (1,491 13F filers) reported a position in QUAL shares at 2024-12-31, 244,619,916 shares in all. 76 filers opened a position and 66 filers sold out during the quarter.

Managers
1,476
13F filers
1,491
New
76
Added
644
Reduced
446
Sold out
66
Shares held by filers
244,619,916

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Formidable Asset Management, LLC40,311$7.18M1.18%+5,45713F-HRTimeline
PMG Wealth Management, Inc.40,158$7.15M6.51%13F-HRTimeline
Northwest Capital Management Inc39,896$7.1M3.05%-3,69013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC39,789$7.09M0.28%+3,29013F-HRTimelineGroup
Red Tortoise LLC39,670$7.06M3.7%+10413F-HRTimeline
Ridgeline Wealth Planning, LLC39,432$7.02M6.72%13F-HRTimeline
AVALON CAPITAL MANAGEMENT39,038$6.95M2.24%-65113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.38,947$6.94M3.63%+76313F-HRTimeline
Centurion Wealth Management LLC38,479$6.85M2.14%+56313F-HRTimeline
Certus Wealth Management, LLC37,121$6.84M4.58%+49613F-HRTimeline
CABOT WEALTH MANAGEMENT INC38,311$6.82M0.87%-53013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC38,219$6.81M3.38%-1,06513F-HRTimeline
Foundry Financial Group, Inc.37,695$6.71M4.16%+23913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC36,495$6.66M0.67%-3,75413F-HRTimeline
Highview Capital Management LLC/DE/36,991$6.59M2.53%+1,73113F-HR/ATimeline
BOS Asset Management, LLC36,916$6.57M2.35%+1,03113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC36,795$6.55M0.11%-2,48313F-HRTimelineGroup
CoreCap Advisors, LLC36,669$6.53M0.3%-3,17613F-HRTimeline
Per Stirling Capital Management, LLC.36,485$6.5M0.92%+62213F-HRTimeline
Quadrant Private Wealth Management, LLC36,432$6.49M1.6%+3,49113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC36,049$6.42M3.26%13F-HRTimeline
Robertson Stephens Wealth Management, L…36,010$6.41M0.23%-49813F-HRTimeline
Fortis Group Advisors, LLC35,984$6.41M1.19%+1,28313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.35,815$6.38M0.31%+2,04813F-HRTimeline
Braun-Bostich & Associates Inc.35,813$6.38M4.6%-22613F-HRTimeline
Shared Vision Wealth Group LLC35,775$6.37M3.35%+17813F-HRTimeline
Gen-Wealth Partners Inc35,456$6.31M2.71%+1,31413F-HRTimeline
Maxwell Wealth Strategies Inc.35,239$6.28M2.56%+2,95313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC35,226$6.27M0.5%+35,21813F-HRTimeline
MONECO ADVISORS, LLC34,908$6.22M0.66%+5,96213F-HR/ATimeline
Lifelong Wealth Advisors, Inc.34,899$6.21M2.79%13F-HRTimeline
MAI Capital Management34,748$6.19M0.05%+73513F-HRTimeline
CORA CAPITAL ADVISORS LLC34,700$6.18M2.98%-17213F-HRTimeline
WEALTHGARDEN F.S. LLC34,454$6.14M5.74%+6,16013F-HRTimeline
ADE, LLC33,973$6.05M3.71%+2,88713F-HRTimeline
Barnes Wealth Management Group, Inc33,495$5.96M4%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC32,937$5.87M2.26%+3,80913F-HRTimeline
Legacy Advisory Services, LLC32,716$5.83M4.97%-18413F-HRTimeline
Patriot Financial Group Insurance Agenc…32,516$5.79M0.78%+3,32013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC32,466$5.78M0.47%-4,91513F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT32,428$5.77M2.19%+8113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,414$5.77M0.01%+13,86013F-HRTimelineGroup
Commonwealth Financial Services, LLC32,328$5.76M1.13%+3,50413F-HRTimeline
Avidian Wealth Enterprises, LLC32,282$5.75M0.26%+63213F-HRTimeline
Rollins Financial Advisors, LLC31,838$5.67M0.89%+92613F-HRTimeline
Performa Ltd (US), LLC31,771$5.66M1.99%+13113F-HRTimeline
Astoria Portfolio Advisors LLC.31,889$5.63M2.01%-47,17513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC31,314$5.58M0.53%-3,09513F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC31,284$5.57M0.64%+4,82113F-HRTimeline
J.W. COLE ADVISORS, INC.31,080$5.53M0.22%-94213F-HRTimeline
FDx Advisors, Inc.30,927$5.51M1.61%-44313F-HRTimeline
KM Capital Management Ltd.30,742$5.47M2.83%+1,39813F-HRTimeline
Avant Capital LLC30,628$5.45M4.52%13F-HRTimeline
Compound Planning, Inc.30,565$5.44M0.28%+10,03013F-HRTimeline
Lantz Financial LLC30,536$5.44M1.45%+88013F-HRTimeline
Keystone Wealth Services, LLC30,447$5.42M1.44%+7,62513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.30,297$5.4M0.13%013F-HRTimelineGroup
KPP Advisory Services LLC30,047$5.35M1.26%+1,21013F-HRTimeline
World Investment Advisors29,967$5.34M0.15%+2,23013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS29,959$5.34M0.2%new13F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC29,761$5.3M1.17%+2,44913F-HRTimeline
Good Life Advisors, LLC29,755$5.3M0.39%-67,54113F-HRTimeline
Avestar Capital, LLC29,718$5.29M0.48%-3713F-HRTimeline
Investor's Fiduciary Advisor Network, L…29,694$5.29M2.02%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC29,526$5.26M2.23%+3,70013F-HRTimeline
Ethos Financial Group, LLC29,465$5.25M0.68%-5,30513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …29,328$5.22M1.13%+54013F-HRTimeline
Arrow Investment Advisors, LLC29,011$5.2M4.84%013F-HRTimeline
Shum Financial Group, Inc.29,203$5.2M4.49%+16013F-HRTimeline
OLD NATIONAL BANCORP /IN/29,074$5.18M0.12%-3,43413F-HRTimeline
Leslie Global Wealth, LLC29,025$5.17M2.4%new13F-HRTimeline
SageView Advisory Group, LLC28,954$5.16M0.22%+1,02113F-HRTimeline
PFG Private Wealth Management, LLC28,532$5.08M2.89%+4613F-HRTimeline
Keystone Financial Group28,486$5.08M0.5%+15,37413F-HRTimeline
Western Wealth Management, LLC28,474$5.07M0.33%-19,08713F-HR/ATimeline
Aries Wealth Management28,458$5.07M1.4%-22413F-HRTimeline
West Wealth Group, LLC28,433$5.06M1.51%+50213F-HRTimeline
FFG RETIREMENT ADVISORS LLC28,302$5.04M3.29%-60113F-HRTimeline
Davis Wealth Advisors, LLC27,852$4.96M5.45%13F-HRTimeline
WARNER FINANCIAL, INC27,840$4.96M2.13%+4,03813F-HRTimeline
SIMON QUICK ADVISORS, LLC27,786$4.95M0.3%013F-HRTimeline
Capital Advantage, Inc.27,694$4.93M0.9%+3,11013F-HRTimeline
GeoWealth Management, LLC27,416$4.88M0.16%-84613F-HRTimeline
Stanich Group LLC27,397$4.88M3.65%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC27,386$4.88M0.12%+11,97913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC27,174$4.84M3.15%+2,05013F-HRTimeline
Tyler-Stone Wealth Management27,010$4.81M0.86%-29113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding26,937$4.8M+2,036Timeline
Financial Enhancement Group LLC26,902$4.75M0.73%+16,29513F-HRTimeline
Ridgeline Wealth, LLC26,634$4.74M3.87%13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC26,436$4.71M0.07%-2413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP26,385$4.7M0.13%-36,23013F-HRTimeline
EP Wealth Advisors, LLC26,295$4.68M0.04%+11,61213F-HRTimeline
Worth Financial Advisory Group, LLC26,263$4.68M2.88%-79913F-HRTimeline
Hoxton Planning & Management, LLC25,909$4.61M1.76%-1,00313F-HRTimeline
Tacita Capital Inc25,547$4.55M3.25%-3,26413F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC25,393$4.52M0.34%+95313F-HRTimeline
Annandale Capital, LLC25,386$4.52M0.9%-613F-HRTimeline
My Legacy Advisors, LLC25,007$4.49M1.74%+23913F-HRTimeline
OMNI 360 Wealth, Inc.24,949$4.44M2.96%-17413F-HR/ATimeline
Crescent Grove Advisors, LLC24,524$4.37M0.43%+513F-HRTimeline
Fortis Capital Management LLC24,494$4.36M0.81%+7313F-HRTimeline
Golden State Wealth Management, LLC24,295$4.33M0.65%13F-HRTimeline
Empire Life Investments Inc.24,247$4.32M0.27%-10,60013F-HRTimeline
Freedom Investment Management, Inc.24,107$4.29M0.36%+5,54313F-HRTimeline
Delos Wealth Advisors, LLC23,897$4.26M3.39%+1,08013F-HRTimeline
Signify Wealth23,859$4.25M4.8%+1,68413F-HRTimeline
Copperleaf Capital, LLC23,856$4.25M2.69%+1,16713F-HRTimeline
TruWealth Advisors, LLC23,855$4.25M0.26%+1,02713F-HRTimeline
TCI Wealth Advisors, Inc.23,563$4.2M0.35%-53313F-HRTimeline
Capital A Wealth Management, LLC23,491$4.18M6.94%13F-HRTimeline
NWAM LLC23,306$4.15M0.26%+5,11913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.23,234$4.14M3.93%13F-HRTimeline
Gateway Wealth Partners, LLC23,183$4.13M1.07%+1,23713F-HRTimeline
Magnus Financial Group LLC22,996$4.1M0.4%+4,35613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.22,908$4.08M0.05%-5,27613F-HRTimelineGroup
Breakwater Capital Group22,886$4.08M0.81%-94413F-HRTimeline
Signal Advisors Wealth, LLC22,843$4.07M0.46%-8,50313F-HRTimeline
Capital Investment Advisors, LLC22,797$4.06M0.08%+10,86113F-HRTimeline
Cornerstone Wealth Management, LLC22,577$4.02M0.27%+68413F-HRTimeline
Pacific Wealth Management22,540$4.01M2.12%-5013F-HRTimeline
Millington Financial Advisors, LLC21,719$3.96M2.3%+22813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC22,094$3.93M3.32%+1,06713F-HRTimeline
Adero Partners, LLC22,087$3.93M0.25%-1,97113F-HRTimeline
BLAIR WILLIAM & CO/IL21,840$3.89M0.01%+3,30513F-HRTimeline
First Citizens Financial Corp21,788$3.88M2.11%+85213F-HRTimeline
FSA WEALTH PARTNERS, INC.21,777$3.88M0.91%-2,60513F-HRTimeline
Geneos Wealth Management Inc.21,515$3.83M0.13%+1,10113F-HRTimeline
Vertex Planning Partners, LLC21,503$3.83M0.84%-3913F-HRTimeline
BEACON FINANCIAL PLANNING, INC21,476$3.82M2.23%+6,25113F-HRTimeline
Brown Financial Advisors21,432$3.82M1.53%-1,04013F-HRTimeline
Tradewinds, LLC.20,634$3.8M1.06%-70813F-HRTimeline
First Heartland Consultants, Inc.21,336$3.8M0.39%+10,04113F-HRTimeline
PRIVATE TRUST CO NA21,295$3.79M0.39%-1,58213F-HRTimeline
MorganRosel Wealth Management, LLC21,294$3.79M1.24%-99913F-HRTimeline
Tranquilli Financial Advisor LLC21,185$3.77M2.39%-19,54513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC21,026$3.74M0.28%-41913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,011$3.74M0.01%+1,84013F-HRTimelineGroup
Fluent Financial, LLC20,902$3.72M1.65%-88613F-HRTimeline
Prospera Financial Services Inc20,767$3.7M0.09%-6,94013F-HRTimeline
BridgePort Financial Solutions, LLC20,557$3.68M1.67%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,606$3.67M<0.01%-4,17113F-HRTimelineGroup
Beacon Financial Advisory LLC20,465$3.64M1.19%+1,25613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,430$3.64M1.41%+1,20513F-HRTimeline
Interchange Capital Partners, LLC20,369$3.63M1.32%-42813F-HRTimeline
Mosley Wealth Management19,706$3.61M2.23%+1,28413F-HRTimeline
Bedel Financial Consulting, Inc.19,537$3.6M0.5%+35013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC20,080$3.58M0.86%+80113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC20,073$3.57M3.03%+17113F-HRTimeline
RCS Financial Planning, LLC20,043$3.57M1.9%+3,21813F-HRTimeline
Delta Wealth Advisors LLC19,968$3.56M3.35%-6,31413F-HRTimeline
Vise Technologies, Inc.19,956$3.55M0.3%+17,03113F-HRTimeline
Quent Capital, LLC19,956$3.55M0.37%-57413F-HRTimeline
Institute for Wealth Management, LLC.19,890$3.54M0.44%-1,69113F-HRTimeline
Farrell Financial LLC19,521$3.48M2.49%+7513F-HRTimeline
MATHER GROUP, LLC.19,468$3.47M0.04%+18513F-HRTimeline
Providence First Trust Co19,353$3.45M1.3%+28013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19,169$3.41M<0.01%+31513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC19,125$3.41M0.18%+1,24413F-HRTimeline
Bison Wealth, LLC19,062$3.39M0.75%+3,38313F-HRTimeline
Summit Financial, LLC18,963$3.38M0.12%+13,07413F-HRTimeline
10Elms LLP18,617$3.32M3.42%13F-HRTimeline
Concorde Asset Management, LLC18,460$3.29M1.71%-16213F-HRTimeline
BUSH INVESTMENT GROUP, LLC18,206$3.24M2.53%+1,04713F-HRTimeline
Bison Wealth, LLC18,156$3.23M0.4%13F-HRTimeline
Mayfair Advisory Group, LLC18,156$3.23M1.9%-3713F-HRTimeline
Wells Financial Advisors INC18,154$3.23M4.41%+1,26013F-HRTimeline
American Money Management, LLC18,102$3.22M0.63%+2,56713F-HRTimeline
United Advisor Group, LLC18,060$3.22M0.64%+12913F-HRTimeline
RHS Financial, LLC17,869$3.18M1.65%-85213F-HRTimeline
Beacon Pointe Advisors, LLC17,778$3.17M0.04%-2,54313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC17,649$3.14M1.86%-7,92113F-HRTimeline
Tarbox Family Office, Inc.17,642$3.14M0.52%-16013F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,548$3.12M0.1%-11613F-HRTimeline
Dakota Wealth Management17,427$3.1M0.07%-1,78813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC17,317$3.08M3.13%+48213F-HRTimeline
Dorsey Wright & Associates17,313$3.08M0.74%-27313F-HRTimeline
Bristlecone Advisors, LLC17,214$3.07M0.24%+5913F-HRTimeline
GREENLEAF TRUST16,862$3M0.03%-1,95913F-HRTimeline
Elk River Wealth Management LLC16,800$2.99M0.54%013F-HRTimeline
CGC Financial Services, LLC16,728$2.98M1.19%+16,20613F-HRTimeline
Trust Co16,629$2.96M0.34%+48713F-HRTimeline
FULLCIRCLE WEALTH LLC15,898$2.95M1.21%+1,59113F-HRTimeline
Hobbs Group Advisors, LLC16,546$2.95M1.11%-29,81313F-HRTimeline
DOHJ, LLC16,513$2.94M0.68%+20813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC16,331$2.91M1.61%-4,17213F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding16,324$2.91M+8,162Timeline
McKinley Carter Wealth Services, Inc.16,306$2.9M0.18%-1,94513F-HRTimeline
Wise Wealth Partners16,196$2.88M7.11%13F-HRTimeline
Optivise Advisory Services LLC16,193$2.88M1.55%-12413F-HRTimeline
Carr Financial Group Corp16,079$2.86M0.9%-55313F-HRTimeline
Commonwealth Retirement Investments LLC15,988$2.85M1.17%+64113F-HRTimeline
Trademark Financial Management, LLC15,961$2.84M2.26%-17,73813F-HRTimeline
Alpha Zero LLC15,899$2.83M2.16%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,844$2.82M0.2%-3,62513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,836$2.82M0.23%+20313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,733$2.8M0.05%+18613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…15,679$2.79M0.27%+73813F-HR/ATimelineGroup
Aspire Private Capital, LLC15,560$2.77M0.69%+2,89213F-HRTimeline
CFM WEALTH PARTNERS LLC15,553$2.77M0.47%+1,41013F-HRTimeline