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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,460 managers (1,476 13F filers) reported a position in QUAL shares at 2025-03-31, 251,030,247 shares in all. 83 filers opened a position and 85 filers sold out during the quarter.

Managers
1,460
13F filers
1,476
New
83
Added
704
Reduced
469
Sold out
85
Shares held by filers
251,030,247

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INTERACTIVE FINANCIAL ADVISORS, INC.40,408$6.91M3.65%+1,46113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP40,355$6.9M0.2%013F-HRTimelineGroup
Centurion Wealth Management LLC38,479$6.85M2.14%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.39,927$6.82M3.7%+16,69313F-HRTimeline
Ridgeline Wealth Planning, LLC39,888$6.82M6.7%+45613F-HRTimeline
Red Tortoise LLC39,747$6.79M3.54%+7713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC39,511$6.75M0.04%-1,30313F-HRTimelineGroup
Apeiron RIA LLC39,394$6.73M2.04%-25,68513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP39,232$6.7M<0.01%-3,20513F-HRTimelineGroup
THEORY FINANCIAL LLC39,232$6.7M2.83%-17,31913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC39,114$6.69M0.1%+2,31913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.38,987$6.66M0.21%+7,90713F-HRTimeline
Legacy Advisory Services, LLC38,907$6.65M5.61%+6,19113F-HRTimeline
LINCOLN CAPITAL CORP38,828$6.64M2.76%-8,70713F-HRTimeline
Performa Ltd (US), LLC38,578$6.59M2.19%+6,80713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC39,042$6.55M0.56%-31,94413F-HRTimeline
Shared Vision Wealth Group LLC38,165$6.52M3.56%+2,39013F-HRTimeline
BOS Asset Management, LLC38,144$6.52M2.24%+1,22813F-HRTimeline
Lifelong Wealth Advisors, Inc.38,111$6.51M3.05%+3,21213F-HRTimeline
Gen-Wealth Partners Inc37,920$6.48M2.71%+2,46413F-HRTimeline
CABOT WEALTH MANAGEMENT INC37,840$6.47M0.82%-47113F-HRTimeline
Patriot Financial Group Insurance Agenc…37,840$6.47M0.87%+5,32413F-HRTimeline
Sage Advisory Services, Ltd.Co.37,679$6.44M3.78%-15,28913F-HRTimeline
Braun-Bostich & Associates Inc.37,599$6.43M4.75%+1,78613F-HRTimeline
ADE, LLC36,544$6.25M3.6%+2,57113F-HRTimeline
Robertson Stephens Wealth Management, L…36,299$6.2M0.23%+28913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.36,254$6.2M0.31%+43913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC36,854$6.18M0.66%+35913F-HRTimeline
Per Stirling Capital Management, LLC.36,147$6.18M0.89%-33813F-HRTimeline
Commonwealth Financial Services, LLC35,747$6.11M1.25%+3,41913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC37,135$6.11M2.78%+7,60913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC35,696$6.1M0.49%+47013F-HRTimeline
MAI Capital Management35,581$6.08M0.05%+83313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,358$6.04M0.52%+2,89213F-HR/ATimeline
Lantz Financial LLC35,226$6.02M1.65%+4,69013F-HRTimeline
Avidian Wealth Enterprises, LLC35,031$5.99M0.27%+2,74913F-HRTimeline
CORA CAPITAL ADVISORS LLC34,681$5.93M2.84%-1913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC34,504$5.9M0.68%+3,22013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC34,401$5.88M2.29%+1,46413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC34,186$5.84M0.58%+2,87213F-HR/ATimeline
WEALTHGARDEN F.S. LLC34,013$5.81M5.59%-44113F-HRTimeline
Symphony Financial, Ltd. Co.34,896$5.76M3.41%-14,40313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.33,431$5.71M0.15%+3,13413F-HRTimelineGroup
Barnes Wealth Management Group, Inc33,203$5.67M3.64%-29213F-HRTimeline
Northwest Capital Management Inc32,905$5.62M2.31%-6,99113F-HRTimeline
TD Waterhouse Canada Inc.32,639$5.59M0.05%-27,77713F-HRTimeline
Bison Wealth, LLC32,870$5.59M0.52%+14,71413F-HRTimeline
Fortis Group Advisors, LLC32,668$5.58M1.08%-3,31613F-HRTimeline
VISTA INVESTMENT MANAGEMENT32,503$5.55M2.17%+7513F-HRTimeline
Davis Wealth Advisors, LLC32,135$5.49M6.2%+4,28313F-HRTimeline
Inscription Capital, LLC33,068$5.43M0.9%13F-HRTimeline
Golden State Wealth Management, LLC31,317$5.35M0.8%+7,02213F-HR/ATimeline
OLD NATIONAL BANCORP /IN/30,986$5.3M0.14%+1,91213F-HRTimeline
World Investment Advisors30,869$5.28M0.14%+90213F-HRTimeline
Western Wealth Management, LLC30,835$5.27M0.35%+2,36113F-HRTimeline
Avant Capital LLC30,718$5.25M4.37%+9013F-HRTimeline
Ethos Financial Group, LLC29,465$5.25M0.5%013F-HRTimeline
Richard P Slaughter Associates Inc30,530$5.22M1.22%-98,75913F-HRTimeline
AlphaCore Capital LLC30,478$5.21M0.44%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC30,292$5.18M1.15%+53113F-HRTimeline
Keystone Wealth Services, LLC30,092$5.14M1.39%-35513F-HRTimeline
Rollins Financial Advisors, LLC30,051$5.14M0.89%-1,78713F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…30,047$5.13M2.42%+35313F-HRTimeline
AVALON CAPITAL MANAGEMENT29,931$5.11M1.49%-9,10713F-HRTimeline
PFG Private Wealth Management, LLC29,487$5.04M2.72%+95513F-HRTimeline
Hoxton Planning & Management, LLC29,428$5.03M1.92%+3,51913F-HRTimeline
SageView Advisory Group, LLC29,258$5M0.21%+30413F-HRTimeline
Shum Financial Group, Inc.29,250$5M4.33%+4713F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC28,992$4.95M1.82%-178,16213F-HRTimeline
Compound Planning, Inc.28,981$4.95M0.23%-1,58413F-HRTimeline
Capital Advantage, Inc.27,694$4.93M0.9%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …28,669$4.9M1%-65913F-HRTimeline
Good Life Advisors, LLC28,576$4.88M0.34%-1,17913F-HRTimeline
GeoWealth Management, LLC28,353$4.85M0.19%+93713F-HRTimeline
My Legacy Advisors, LLC28,277$4.83M1.86%+3,27013F-HRTimeline
Stanich Group LLC28,148$4.81M3.56%+75113F-HRTimeline
KM Capital Management Ltd.28,135$4.81M2.59%-2,60713F-HRTimeline
Astoria Portfolio Advisors LLC.29,251$4.79M1.63%-2,63813F-HRTimeline
Capital Investment Advisors, LLC27,955$4.78M0.09%+5,15813F-HRTimeline
WARNER FINANCIAL, INC27,890$4.77M2.11%+5013F-HRTimeline
Freedom Investment Management, Inc.27,787$4.75M0.4%+3,68013F-HRTimeline
West Wealth Group, LLC27,627$4.73M1.4%-80613F-HRTimeline
Aries Wealth Management27,514$4.7M1.28%-94413F-HRTimeline
SIMON QUICK ADVISORS, LLC27,444$4.69M0.27%-34213F-HRTimeline
Avestar Capital, LLC27,300$4.67M0.44%-2,41813F-HRTimeline
FFG RETIREMENT ADVISORS LLC27,269$4.66M3.17%-1,03313F-HRTimeline
Copperleaf Capital, LLC27,258$4.66M2.78%+3,40213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC26,792$4.58M3.47%+4,69813F-HRTimeline
Arrow Investment Advisors, LLC26,705$4.56M4.83%-2,30613F-HRTimeline
Financial Enhancement Group LLC28,065$4.54M0.71%+1,16313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC26,436$4.52M0.07%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC26,335$4.5M3.04%-83913F-HRTimeline
Tyler-Stone Wealth Management26,198$4.48M0.8%-81213F-HRTimeline
TruWealth Advisors, LLC25,944$4.43M0.27%+2,08913F-HRTimeline
Worth Financial Advisory Group, LLC25,710$4.39M2.79%-55313F-HRTimeline
OMNI 360 Wealth, Inc.25,678$4.39M2.94%+72913F-HR/ATimeline
Breakwater Capital Group25,646$4.38M0.78%+2,76013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding25,592$4.37M-1,345Timeline
Tacita Capital Inc25,553$4.37M3.15%+613F-HRTimeline
Annandale Capital, LLC25,374$4.34M0.81%-1213F-HRTimeline
UNIQUE WEALTH, LLC25,136$4.3M0.81%+13,36113F-HRTimeline
Gateway Wealth Partners, LLC25,122$4.29M0.96%+1,93913F-HRTimeline
Pinion Investment Advisors, LLC24,910$4.26M0.94%+16,56913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC24,824$4.24M0.33%-56913F-HRTimeline
Vertex Planning Partners, LLC24,647$4.21M0.92%+3,14413F-HRTimeline
Fortis Capital Management LLC24,549$4.2M0.82%+5513F-HRTimeline
HB Wealth Management, LLC24,408$4.17M0.04%+17,37513F-HRTimeline
MONECO ADVISORS, LLC24,148$4.13M0.43%-10,76013F-HR/ATimeline
Trust Co24,121$4.12M0.49%+7,49213F-HRTimeline
Interchange Capital Partners, LLC23,974$4.1M1.15%+3,60513F-HRTimeline
Horizon Investments, LLC23,956$4.09M0.12%-1,076,74613F-HRTimeline
Delos Wealth Advisors, LLC23,941$4.09M3.24%+4413F-HRTimeline
Prospera Financial Services Inc23,859$4.08M0.09%+3,09213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,810$4.07M0.01%+18,99813F-HRTimelineGroup
Ridgeline Wealth, LLC23,807$4.07M3.46%-2,82713F-HRTimeline
MorganRosel Wealth Management, LLC23,727$4.05M1.23%+2,43313F-HRTimeline
TCI Wealth Advisors, Inc.23,659$4.04M0.32%+9613F-HRTimeline
MATHER GROUP, LLC.23,384$4M0.05%+3,91613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,228$3.97M0.11%-4,15813F-HRTimeline
BEACON FINANCIAL PLANNING, INC23,194$3.96M2.28%+1,71813F-HRTimeline
American Money Management, LLC23,136$3.95M0.75%+5,03413F-HRTimeline
Pacific Wealth Management22,764$3.89M2.14%+22413F-HRTimeline
BLAIR WILLIAM & CO/IL22,715$3.88M0.01%+87513F-HRTimeline
Keystone Financial Group22,584$3.86M0.39%-5,90213F-HRTimeline
Cornerstone Wealth Management, LLC22,446$3.84M0.26%-13113F-HRTimeline
Crescent Grove Advisors, LLC22,368$3.82M0.4%-2,15613F-HRTimeline
Brown Financial Advisors22,178$3.79M1.56%+74613F-HRTimeline
Millington Financial Advisors, LLC23,089$3.77M2.32%+1,37013F-HRTimeline
RCS Financial Planning, LLC22,008$3.76M1.98%+1,96513F-HRTimeline
Fluent Financial, LLC21,709$3.71M1.62%+80713F-HRTimeline
PRIVATE TRUST CO NA21,628$3.7M0.38%+33313F-HRTimeline
Empowered Funds, LLC21,472$3.67M0.05%+21,24513F-HRTimeline
Magnus Financial Group LLC21,381$3.65M0.35%-1,61513F-HRTimeline
Beacon Financial Advisory LLC21,220$3.63M1.1%+75513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.21,040$3.6M0.04%-1,86813F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC20,854$3.56M0.26%-17213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC20,799$3.55M0.9%+71913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,783$3.55M0.01%-22813F-HRTimelineGroup
DOHJ, LLC20,767$3.55M0.81%+4,25413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/20,696$3.54M<0.01%+9013F-HRTimelineGroup
First Citizens Financial Corp20,618$3.52M1.99%-1,17013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,581$3.52M0.18%+1,45613F-HRTimeline
Signal Advisors Wealth, LLC20,357$3.48M0.34%-2,48613F-HRTimeline
BridgePort Financial Solutions, LLC20,354$3.48M1.57%-20313F-HRTimeline
BUSH INVESTMENT GROUP, LLC20,225$3.46M2.6%+2,01913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC20,068$3.43M0.46%new13F-HRTimeline
Commonwealth Retirement Investments LLC19,876$3.4M1.38%+3,88813F-HRTimeline
Quent Capital, LLC19,855$3.39M0.36%-10113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,681$3.36M<0.01%+6,15213F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC19,673$3.36M2.81%-40013F-HR/ATimeline
Brookwood Investment Group LLC19,664$3.36M0.58%13F-HRTimeline
United Advisor Group, LLC19,488$3.33M0.68%+1,42813F-HRTimeline
Bedel Financial Consulting, Inc.19,543$3.32M0.48%+613F-HRTimeline
Farrell Financial LLC19,337$3.3M2.41%-18413F-HRTimeline
Delta Wealth Advisors LLC19,229$3.29M2.98%-73913F-HRTimeline
FDx Advisors, Inc.18,974$3.24M1.05%-11,95313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,931$3.24M0.05%+3,85213F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC18,914$3.23M0.49%new13F-HRTimeline
Retirement Wealth Solutions LLC18,862$3.22M2.6%+5,58313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…18,830$3.22M0.11%+14,84413F-HRTimelineGroup
Providence First Trust Co18,826$3.22M1.3%-52713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC18,696$3.19M1.23%-1,73413F-HRTimeline
EP Wealth Advisors, LLC18,693$3.19M0.03%-7,60213F-HRTimeline
DAVENPORT & Co LLC18,693$3.19M0.02%+5,59013F-HRTimeline
Trademark Financial Management, LLC18,682$3.19M2.44%+2,72113F-HRTimeline
Mayfair Advisory Group, LLC18,592$3.18M1.83%+43613F-HRTimeline
SG Americas Securities, LLC18,514$3.16M0.01%+9,05313F-HRTimeline
10Elms LLP18,425$3.15M3.17%-19213F-HRTimeline
Concorde Asset Management, LLC18,976$3.15M1.69%+51613F-HRTimeline
Bulltick Wealth Management, LLC18,386$3.14M0.83%+5,18613F-HRTimeline
CHILTON INVESTMENT CO INC.18,239$3.12M0.08%+16,95313F-HRTimeline
Wells Financial Advisors INC17,979$3.07M4.24%-17513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC17,844$3.05M2.87%+52713F-HRTimeline
BLALOCK WILLIAMS, LLC17,816$3.04M3.41%+2,55313F-HRTimeline
LifePlan Investment Advisors, Inc.17,804$3.04M1.75%+4,99213F-HRTimeline
Balance Wealth Partners LLC17,803$3.04M1.98%13F-HRTimeline
Beacon Pointe Advisors, LLC17,785$3.04M0.03%+713F-HRTimeline
Tarbox Family Office, Inc.17,642$3.01M0.5%013F-HRTimeline
FULLCIRCLE WEALTH LLC17,847$3M1.23%+1,94913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC17,400$2.97M0.21%+1,55613F-HRTimeline
WIN ADVISORS, INC17,322$2.96M1.52%+14,92713F-HRTimeline
Venturi Wealth Management, LLC17,258$2.95M0.15%+2,00913F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.17,125$2.93M0.02%+3,35913F-HRTimeline
Dakota Wealth Management17,100$2.92M0.07%-32713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC17,073$2.92M1.69%+74213F-HRTimeline
Integrated Advisors Network LLC16,899$2.89M0.15%+8,41013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,846$2.88M0.23%+1,01013F-HRTimeline
Dorsey Wright & Associates16,836$2.88M0.73%-47713F-HRTimeline
SUTTON PLACE INVESTORS LLC16,789$2.87M1.93%+2,05913F-HRTimeline
GWN SECURITIES INC.16,725$2.86M0.16%new13F-HRTimeline
Smartleaf Asset Management LLC16,834$2.86M0.28%+2,67913F-HRTimeline
GREENLEAF TRUST16,644$2.84M0.03%-21813F-HRTimeline
WealthPLAN Partners, LLC16,580$2.83M0.4%+1,96613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,519$2.82M0.31%+84013F-HR/ATimelineGroup
Wise Wealth Partners16,461$2.81M6.72%+26513F-HRTimeline
Carnegie Investment Counsel17,499$2.8M0.07%+6,05413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,371$2.8M0.05%+63813F-HRTimeline
HRT FINANCIAL LP16,372$2.8M0.02%new13F-HRTimeline
DHK Financial Advisors, Inc.16,132$2.76M1.51%+8,06613F-HRTimeline
Total Clarity Wealth Management, Inc.15,454$2.75M0.9%013F-HRTimeline