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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,506 managers (1,520 13F filers) reported a position in QUAL shares at 2025-09-30, 236,578,905 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
1,506
13F filers
1,520
New
77
Added
506
Reduced
697
Sold out
70
Shares held by filers
236,578,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…35,000$6.81M0.02%013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.34,992$6.81M0.29%-76113F-HRTimeline
Capital Advantage, Inc.34,871$6.78M1.02%+2,14313F-HRTimeline
MAI Capital Management34,681$6.75M0.04%+33513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,600$6.73M<0.01%-23,61013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.34,425$6.7M0.15%-14,11413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC34,328$6.68M1.74%-15,83613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC34,238$6.66M2.99%-7,62213F-HRTimeline
Capital Investment Advisors, LLC33,924$6.6M0.11%+3,73013F-HRTimeline
Custos Family Office, LLC33,874$6.59M3.72%-32,66313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC33,788$6.57M0.51%-2,13513F-HR/ATimeline
Simplicity Wealth,LLC33,383$6.49M0.38%-44,07513F-HRTimeline
Ironsides Asset Advisors, LLC33,228$6.46M1.67%+4,62513F-HRTimeline
Beacon Pointe Advisors, LLC33,214$6.46M0.05%+15,30713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC33,080$6.43M1.16%+1,12113F-HRTimeline
OLD NATIONAL BANCORP /IN/33,054$6.43M0.11%-78513F-HRTimeline
Barnes Wealth Management Group, Inc33,030$6.42M3.54%-2,46613F-HRTimeline
Waterloo Capital, L.P.32,797$6.38M0.47%-6,75713F-HRTimeline
Vestmark Advisory Solutions, Inc.32,777$6.38M0.12%-155,85513F-HRTimeline
FFG RETIREMENT ADVISORS LLC32,720$6.36M3.95%-16713F-HRTimeline
GeoWealth Management, LLC32,572$6.34M0.23%+4,65913F-HRTimeline
CORA CAPITAL ADVISORS LLC32,531$6.33M2.69%-813F-HRTimeline
VISTA INVESTMENT MANAGEMENT32,280$6.28M2.19%-51213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC32,037$6.23M0.49%-74513F-HRTimeline
Highview Capital Management LLC/DE/31,615$6.15M2.26%-15,21013F-HRTimeline
FLOW TRADERS U.S. LLC31,592$6.14M0.25%+30,29313F-HRTimeline
TruWealth Advisors, LLC31,411$6.11M0.31%+1,68913F-HRTimeline
HRT FINANCIAL LP31,271$6.08M0.02%new13F-HRTimeline
Compound Planning, Inc.31,067$6.04M0.2%-5,75113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …31,027$6.03M1.06%+3,33113F-HRTimeline
Trust Co30,918$6.01M0.62%+1,46713F-HRTimeline
KM Capital Management Ltd.30,875$6.01M2.78%-1,31813F-HRTimeline
Astoria Portfolio Advisors LLC.30,266$5.95M1.56%-60013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC30,430$5.92M0.83%new13F-HRTimeline
Avant Capital LLC30,254$5.88M4.14%-25113F-HRTimeline
Davis Wealth Advisors, LLC30,247$5.88M5.28%-79613F-HRTimeline
West Wealth Group, LLC30,238$5.86M1.32%+94213F-HRTimeline
AlphaCore Capital LLC29,825$5.8M0.2%-35813F-HRTimeline
Gateway Wealth Partners, LLC29,728$5.78M0.78%-23913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,716$5.78M0.23%+5813F-HRTimeline
Sheridan Capital Management, LLC29,677$5.77M3.05%+17,48013F-HRTimeline
Shum Financial Group, Inc.29,477$5.73M4.28%13F-HRTimeline
Inscription Capital, LLC29,411$5.72M0.62%-5213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.29,179$5.68M0.04%-11,98813F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,935$5.63M1.91%-55613F-HRTimeline
Leslie Global Wealth, LLC28,376$5.52M2.59%-4,09913F-HRTimeline
Western Wealth Management, LLC28,105$5.47M0.29%-1,34313F-HRTimeline
KPP Advisory Services LLC27,956$5.44M0.81%-21,06413F-HRTimeline
Financial Enhancement Group LLC27,550$5.42M0.73%-6213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC27,754$5.4M0.47%-9,63513F-HRTimeline
Breakwater Capital Group27,679$5.38M0.79%-40813F-HRTimeline
Ehrenkranz Partners L.P.27,490$5.35M4.69%13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…27,483$5.35M0.05%-21,40913F-HRTimelineGroup
Vertex Planning Partners, LLC27,432$5.34M1.02%-82213F-HRTimeline
World Investment Advisors27,421$5.33M0.11%-1,84413F-HRTimeline
American Money Management, LLC27,375$5.32M0.89%+28313F-HRTimeline
Buttonwood Financial Group, LLC27,052$5.3M2.29%-112,99613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,741$5.2M0.01%+2,05613F-HRTimelineGroup
Pacific Wealth Management26,526$5.16M2.6%+3,51213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC26,489$5.15M0.6%+1,28213F-HRTimeline
WARNER FINANCIAL, INC26,361$5.13M1.91%-76413F-HRTimeline
OMNI 360 Wealth, Inc.26,200$5.1M2.86%-1013F-HRTimeline
BLAIR WILLIAM & CO/IL26,191$5.09M0.01%-71113F-HRTimeline
Rollins Financial Advisors, LLC26,104$5.08M0.77%-1,26613F-HRTimeline
Prospera Financial Services Inc25,864$5.03M0.09%-8713F-HRTimeline
GTS SECURITIES LLC25,807$5.02M0.19%+2,18513F-HRTimeline
Hoxton Planning & Management, LLC25,672$4.99M1.61%-4,05413F-HRTimeline
Red Tortoise LLC25,613$4.98M2.19%+4913F-HRTimeline
Worth Financial Advisory Group, LLC25,517$4.96M2.78%-5213F-HRTimeline
HMV Wealth Advisors, LLC25,495$4.96M2.73%-35013F-HRTimeline
Tacita Capital Inc25,335$4.93M2.98%-48713F-HRTimeline
SageView Advisory Group, LLC25,023$4.87M0.17%-3,03813F-HRTimeline
Stillwater Wealth Management Group24,983$4.86M3.4%13F-HRTimeline
Pinion Investment Advisors, LLC24,668$4.86M1.33%+2,64613F-HRTimeline
LINCOLN CAPITAL CORP24,715$4.81M1.73%-13,79113F-HRTimeline
Savvy Advisors, Inc.24,697$4.8M0.22%+8,37013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC24,672$4.8M3.95%-2,23213F-HRTimeline
Fortis Capital Management LLC24,661$4.8M0.68%+5913F-HRTimeline
RCS Financial Planning, LLC24,423$4.75M2.1%+21113F-HRTimeline
Stanich Group LLC24,393$4.75M2.91%+69313F-HRTimeline
Aries Wealth Management24,256$4.72M1.12%-4913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…24,251$4.72M0.51%+3,23013F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC24,030$4.7M3.35%-6,02013F-HRTimeline
SIMON QUICK ADVISORS, LLC23,812$4.63M0.21%013F-HRTimeline
TCI Wealth Advisors, Inc.23,704$4.61M0.28%+3413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding23,675$4.6M+281Timeline
Delos Wealth Advisors, LLC23,432$4.56M3.08%+2,00713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC23,264$4.52M0.06%-16513F-HRTimeline
B. Riley Wealth Advisors, Inc.23,225$4.52M0.22%-5,25713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,214$4.52M0.2%+1,61413F-HRTimeline
Copperleaf Capital, LLC23,186$4.51M2.16%-4,87013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC23,003$4.47M0.32%+61613F-HRTimeline
PRIVATE TRUST CO NA22,596$4.39M0.39%+24613F-HRTimeline
Triumph Capital Management22,534$4.38M1.18%+35613F-HR/ATimeline
Avestar Capital, LLC22,498$4.38M0.31%-4,20013F-HRTimeline
Cornerstone Wealth Management, LLC22,431$4.36M0.24%-31513F-HRTimeline
Interchange Capital Partners, LLC22,389$4.35M0.85%-3,04213F-HRTimeline
MorganRosel Wealth Management, LLC22,280$4.33M1.12%+43513F-HRTimeline
NWAM LLC22,152$4.33M0.24%-53513F-HR/ATimeline
Beacon Financial Advisory LLC22,202$4.32M1%+1313F-HRTimeline
BEACON FINANCIAL PLANNING, INC22,004$4.28M2.22%-37413F-HRTimeline
DAVENPORT & Co LLC21,914$4.26M0.02%-1,53513F-HRTimeline
Boreal Capital Management LLC21,874$4.25M3.43%-15,55113F-HRTimeline
Foundry Financial Group, Inc.21,721$4.22M2.22%-45,97613F-HRTimeline
Ethos Financial Group, LLC21,464$4.17M0.33%-7,72113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,210$4.13M0.29%-14,11313F-HRTimeline
Concorde Asset Management, LLC20,993$4.11M1.72%13F-HRTimeline
Embree Financial Group21,063$4.1M0.55%+17,47613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.21,040$4.09M0.04%013F-HRTimelineGroup
Geneos Wealth Management Inc.21,028$4.09M0.1%-47513F-HRTimeline
First Citizens Financial Corp20,872$4.06M2.01%+1,27713F-HRTimeline
Integrated Advisors Network LLC20,867$4.06M0.17%+91513F-HRTimeline
Cornerstone Planning Group LLC20,613$4.05M0.65%+19,97913F-HRTimeline
BUSH INVESTMENT GROUP, LLC20,782$4.04M2.4%-63313F-HRTimeline
TME FINANCIAL, INC.20,736$4.03M3.02%+97413F-HRTimeline
Brookwood Investment Group LLC20,426$3.97M0.51%-75713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.20,412$3.97M0.09%-1,84713F-HRTimelineGroup
Keystone Financial Group20,274$3.95M0.3%+33813F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC20,281$3.94M0.08%-8213F-HRTimeline
Arkadios Wealth Advisors20,217$3.93M0.1%+5,22313F-HRTimeline
TD Waterhouse Canada Inc.20,067$3.93M0.03%+3,29113F-HRTimeline
Tyche Wealth Partners LLC20,195$3.93M0.69%+6,09513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC20,127$3.91M0.26%-52213F-HRTimeline
Retirement Wealth Solutions LLC20,002$3.89M2.56%-35813F-HRTimeline
Crescent Grove Advisors, LLC19,712$3.83M0.37%-1,90213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…19,628$3.82M0.61%-21013F-HRTimeline
United Advisor Group, LLC19,497$3.79M0.51%+22013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,469$3.79M<0.01%+10,91213F-HRTimelineGroup
Clear Creek Financial Management, LLC19,424$3.78M0.33%+1,17813F-HRTimeline
Carnegie Investment Counsel19,375$3.77M0.07%+12713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,334$3.76M0.01%+66213F-HRTimelineGroup
WJ Wealth Management, LLC19,036$3.74M1.64%-73,19313F-HR/ATimeline
Mach-1 Financial Group, LLC19,171$3.73M0.6%new13F-HRTimeline
Integrity Advisory Solutions, LLC19,171$3.73M0.6%13F-HRTimeline
Venturi Wealth Management, LLC19,138$3.72M0.17%+1,95513F-HRTimeline
Ausdal Financial Partners, Inc.19,096$3.71M0.18%-16013F-HRTimeline
Farrell Financial LLC19,067$3.71M2.32%-41813F-HRTimeline
Bedel Financial Consulting, Inc.19,066$3.71M0.47%-10613F-HRTimeline
EQ LLC18,870$3.67M1.25%-89413F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC18,819$3.66M2.75%+32813F-HRTimeline
FULLCIRCLE WEALTH LLC18,759$3.65M1.29%-1,62813F-HRTimeline
ORG Partners LLC18,244$3.65M0.66%+10,09213F-HRTimeline
Providence First Trust Co18,747$3.65M1.26%-7913F-HRTimeline
Fluent Financial, LLC18,735$3.64M1.43%+62913F-HRTimeline
Signal Advisors Wealth, LLC18,707$3.64M0.33%-2,25313F-HRTimeline
Mayfair Advisory Group, LLC18,659$3.63M1.56%+1713F-HRTimeline
CFM WEALTH PARTNERS LLC18,447$3.59M0.52%+48213F-HRTimeline
HB Wealth Management, LLC18,196$3.54M0.02%+13,09113F-HRTimeline
Elevate Capital Advisors, LLC18,122$3.52M2.46%+2,32713F-HRTimeline
MATHER GROUP, LLC.17,938$3.49M0.04%-6,42013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC17,831$3.47M0.04%-1,52913F-HRTimelineGroup
LifePlan Investment Advisors, Inc.17,746$3.45M1.45%-1,60513F-HRTimeline
REGIMEN WEALTH, LLC17,517$3.41M1.01%+10113F-HRTimeline
BLALOCK WILLIAMS, LLC17,490$3.4M2.98%-1,50913F-HRTimeline
Delta Wealth Advisors LLC17,205$3.35M2.62%-1,43513F-HRTimeline
Clearview Wealth Advisors LLC17,193$3.34M2.14%+79113F-HRTimeline
BridgePort Financial Solutions, LLC17,142$3.33M0.9%-3,66013F-HRTimeline
A4 Wealth Advisors LLC17,102$3.33M2.8%13F-HRTimeline
BCU Wealth Advisors, LLC17,072$3.32M1.34%-1,10313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC17,007$3.31M2.37%-11413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC16,890$3.29M0.79%+8,51413F-HRTimeline
Sollinda Capital Management LLC16,886$3.28M0.9%-2,49613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,848$3.28M0.22%-23,83013F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,646$3.24M0.09%+10713F-HRTimeline
Wells Financial Advisors INC16,643$3.24M4.33%-45013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC16,487$3.21M1.37%-1,22913F-HRTimeline
Mesirow Financial Investment Management…16,346$3.18M0.06%-39413F-HRTimeline
Dakota Wealth Management16,300$3.17M0.06%-72713F-HR/ATimeline
Ridgeline Wealth, LLC16,201$3.15M2.33%-12513F-HRTimeline
IEQ CAPITAL, LLC16,164$3.14M0.01%+7,51213F-HRTimeline
Commonwealth Retirement Investments LLC16,076$3.13M1.06%-3,60913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO16,036$3.12M0.05%-18613F-HRTimeline
Bulltick Wealth Management, LLC15,912$3.09M0.73%-2,69113F-HRTimeline
Cyndeo Wealth Partners, LLC15,796$3.07M0.17%+20013F-HRTimeline
Acorn Wealth Advisors, LLC15,687$3.05M0.96%+1,93213F-HRTimeline
WealthPLAN Partners, LLC15,619$3.04M0.46%-1,83413F-HRTimeline
First Heartland Consultants, Inc.15,593$3.03M0.24%-3,07813F-HRTimeline
Keystone Wealth Services, LLC15,576$3.03M0.66%-14,61013F-HRTimeline
Bristlecone Advisors, LLC15,514$3.02M0.25%-11713F-HRTimeline
NorthRock Partners, LLC15,441$3M0.05%-20813F-HRTimeline
J HAGAN CAPITAL, INC.15,368$2.99M1.81%+1,28513F-HRTimeline
Tortoise Investment Management, LLC15,319$2.98M0.27%+81313F-HRTimeline
Wharton Business Group, LLC1,201,504$2.98M0.13%-10,03913F-HRTimeline
BlackDiamond Wealth Management, LLC15,298$2.98M1.62%-7613F-HRTimeline
Carr Financial Group Corp15,226$2.96M0.81%+19013F-HRTimeline
Jaffetilchin Investment Partners, LLC15,223$2.96M0.18%-25913F-HRTimeline
SUTTON PLACE INVESTORS LLC15,209$2.96M1.69%-2,24813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.15,192$2.95M0.04%+6,82113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,146$2.94M<0.01%+9,51713F-HRTimelineGroup
Quent Capital, LLC15,013$2.92M0.24%-12213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,913$2.9M0.06%+22613F-HRTimeline
Aspire Private Capital, LLC14,884$2.9M0.64%-1,90113F-HR/ATimeline
AVALON CAPITAL MANAGEMENT14,760$2.87M0.7%-14,60213F-HRTimeline
Millington Financial Advisors, LLC14,827$2.86M1.39%-7,11313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,692$2.86M0.21%+7,85513F-HRTimeline
10Elms LLP14,654$2.85M2.56%-74513F-HRTimeline
McKinley Carter Wealth Services, Inc.14,597$2.84M0.15%+5013F-HRTimeline
Smartleaf Asset Management LLC14,543$2.81M0.17%-9,78913F-HRTimeline
Elk River Wealth Management LLC14,450$2.81M0.45%013F-HRTimeline
Marks Group Wealth Management, Inc14,443$2.81M0.26%-12913F-HRTimeline