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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,616 managers (1,632 13F filers) reported a position in QUAL shares at 2025-12-31, 205,760,421 shares in all. 82 filers opened a position and 76 filers sold out during the quarter.

Managers
1,616
13F filers
1,632
New
82
Added
450
Reduced
740
Sold out
76
Shares held by filers
205,760,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
West Wealth Group, LLC32,065$6.37M1.32%+1,82713F-HRTimeline
Hoese & Co LLP32,042$6.36M4.54%-11,31113F-HRTimeline
Kovack Advisors, Inc.31,630$6.28M0.3%+25,83213F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC31,607$6.28M0.46%-43013F-HRTimeline
THEORY FINANCIAL LLC29,937$6.1M2.05%-14,96913F-HRTimeline
Bison Wealth, LLC31,769$6.1M0.69%-9,16513F-HRTimeline
Paller Financial Services Inc30,287$6.02M4.82%13F-HRTimeline
Trust Co30,221$6M0.56%-69713F-HRTimeline
Shum Financial Group, Inc.30,096$5.98M4.31%+61913F-HRTimeline
Leslie Global Wealth, LLC29,826$5.92M2.67%+1,45013F-HRTimeline
Avant Capital LLC29,825$5.92M4.07%-42913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP29,789$5.92M0.22%+7313F-HRTimeline
Compound Planning, Inc.29,629$5.88M0.17%-1,43813F-HRTimeline
Sheridan Capital Management, LLC29,592$5.88M2.98%-8513F-HRTimeline
Inscription Capital, LLC29,420$5.84M0.6%+913F-HRTimeline
Pinion Investment Advisors, LLC29,279$5.82M1.42%+4,61113F-HRTimeline
SigFig Wealth Management, LLC29,235$5.81M0.17%-17,23813F-HRTimeline
KM Capital Management Ltd.29,119$5.78M2.95%-1,75613F-HRTimeline
Flywheel Private Wealth LLC28,971$5.75M3.59%+14,67113F-HRTimeline
American Money Management, LLC28,839$5.73M0.9%+1,46413F-HRTimeline
Quadrant Private Wealth Management, LLC28,793$5.72M0.94%-20,38113F-HRTimeline
BLAIR WILLIAM & CO/IL28,609$5.68M0.02%+2,41813F-HRTimeline
BEACON FINANCIAL GROUP28,025$5.57M0.55%-38,94313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC27,818$5.53M0.37%-5,97013F-HR/ATimeline
Breakwater Capital Group27,811$5.52M0.77%+13213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC27,636$5.49M2.05%-12,65413F-HRTimeline
FFG RETIREMENT ADVISORS LLC27,612$5.48M3.4%-5,10813F-HRTimeline
Financial Enhancement Group LLC27,124$5.48M0.71%-42613F-HRTimeline
Ehrenkranz Partners L.P.27,490$5.46M6.19%013F-HRTimeline
Patriot Financial Group Insurance Agenc…27,404$5.44M0.65%-10,00813F-HRTimeline
Savvy Advisors, Inc.27,381$5.44M0.18%+2,68413F-HRTimeline
Keystone Financial Group27,352$5.43M0.4%+7,07813F-HRTimeline
HARBOUR INVESTMENTS, INC.27,330$5.43M0.11%-7,09513F-HRTimeline
Peak Wealth Management LLC27,268$5.42M4.53%13F-HRTimeline
Hobbs Wealth Management, LLC26,967$5.36M5.21%-32,41113F-HRTimeline
OMNI 360 Wealth, Inc.26,208$5.31M2.72%+813F-HRTimeline
EP Wealth Advisors, LLC26,701$5.3M0.03%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers26,680$5.3M0.01%-6113F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …26,643$5.29M0.86%-4,38413F-HRTimeline
Tempo Wealth, LLC26,537$5.27M0.94%13F-HRTimeline
Spectrum Planning & Advisory Services I…26,456$5.25M2.7%-15,57213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.26,274$5.22M1.5%-19,79613F-HRTimeline
Braun-Bostich & Associates Inc.26,135$5.19M3.2%-11,66413F-HRTimeline
CORE WEALTH ADVISORS, LLC25,915$5.15M4.05%13F-HR/ATimeline
Lifelong Wealth Advisors, Inc.25,825$5.13M1.36%-21,08513F-HRTimeline
Summit Trail Advisors, LLC25,754$5.12M0.09%-128,37313F-HRTimeline
Bedminster, LLC25,716$5.11M4.69%13F-HRTimeline
Red Tortoise LLC25,674$5.1M2.19%+6113F-HRTimeline
Stillwater Wealth Management Group25,664$5.1M3.46%+68113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,582$5.08M0.07%+17,93213F-HRTimelineGroup
Shared Vision Wealth Group LLC24,903$5.07M2.05%-10,93313F-HRTimeline
Fortis Capital Management LLC25,500$5.06M0.67%+83913F-HRTimeline
Mosley Wealth Management25,733$5.06M2.32%13F-HRTimeline
Western Wealth Management, LLC25,474$5.06M0.23%-2,63113F-HRTimeline
Custos Family Office, LLC25,471$5.06M3.45%-8,40313F-HRTimeline
Lantz Financial LLC25,408$5.05M1.06%-10,91613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.25,388$5.04M0.11%+4,97613F-HRTimelineGroup
HMV Wealth Advisors, LLC25,335$5.03M2.52%-16013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,281$5.02M0.36%+17,36913F-HRTimeline
WARNER FINANCIAL, INC25,280$5.02M1.74%-1,08113F-HRTimeline
Tacita Capital Inc25,258$5.02M2.91%-7713F-HRTimeline
KPP Advisory Services LLC25,030$4.97M0.72%-2,92613F-HRTimeline
Worth Financial Advisory Group, LLC24,965$4.96M2.4%-55213F-HRTimeline
SageView Advisory Group, LLC24,908$4.95M0.17%-11513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC24,217$4.94M1.44%-15,46613F-HRTimeline
Daviman Financial, LLC24,830$4.93M2.89%13F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.24,708$4.91M4.83%13F-HRTimeline
Avidian Wealth Enterprises, LLC24,646$4.9M0.18%-12,97913F-HRTimeline
Gambit Capital Management, LLC24,592$4.88M3.49%13F-HRTimeline
SWP FINANCIAL LLC24,543$4.87M2.45%-27,40013F-HRTimeline
Rollins Financial Advisors, LLC24,514$4.87M0.71%-1,59013F-HRTimeline
Gen-Wealth Partners Inc24,486$4.86M1.56%-16,36613F-HRTimeline
LINCOLN CAPITAL CORP24,365$4.84M1.72%-35013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC24,150$4.8M1.51%+7,26013F-HRTimeline
Stanich Group LLC23,976$4.76M3.59%-41713F-HRTimeline
Aries Wealth Management23,966$4.76M1.05%-29013F-HRTimeline
Delos Wealth Advisors, LLC23,956$4.76M3.14%+52413F-HRTimeline
LiftPoint Family Wealth Advisors LLC23,814$4.73M4.04%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,506$4.67M0.22%+29213F-HRTimeline
SIMON QUICK ADVISORS, LLC23,483$4.66M0.2%-32913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,257$4.65M0.31%+8,56513F-HRTimeline
TCI Wealth Advisors, Inc.23,269$4.62M0.25%-43513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC23,264$4.62M0.06%013F-HRTimeline
Hopwood Nicholas Hunter23,165$4.6M1.5%13F-HRTimeline
Hudson Oak Wealth Advisory LLC23,115$4.59M4.05%13F-HRTimeline
MorganRosel Wealth Management, LLC23,024$4.57M1.14%+74413F-HRTimeline
ORG Partners LLC23,022$4.57M0.81%+4,77813F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC22,354$4.55M3.96%13F-HRTimeline
Triumph Capital Management22,636$4.5M0.97%+10213F-HRTimeline
Sherman Wealth Management LLC22,466$4.46M3.88%13F-HR/ATimeline
Cornerstone Wealth Management, LLC22,370$4.44M0.23%-6113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC22,363$4.44M0.36%-5,39113F-HRTimeline
BEACON FINANCIAL PLANNING, INC22,350$4.44M2.14%+34613F-HRTimeline
True Vision MN LLC22,184$4.41M2.24%-18,48613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…22,135$4.4M0.49%-2,11613F-HR/ATimelineGroup
Barnes Wealth Management Group, Inc22,108$4.39M2.35%-10,92213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,791$4.33M-1,884Timeline
Buttonwood Financial Group, LLC21,123$4.31M2.29%-5,92913F-HRTimeline
TME FINANCIAL, INC.21,689$4.31M3.03%+95313F-HRTimeline
Astoria Portfolio Advisors LLC.21,044$4.26M0.97%-9,22213F-HRTimeline
Davis Wealth Advisors, LLC21,412$4.25M3.54%-8,83513F-HRTimeline
Avestar Capital, LLC21,378$4.25M0.29%-1,12013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.21,031$4.18M0.03%-913F-HRTimelineGroup
Kastel Capital Advisors, LLC20,912$4.15M2.55%13F-HRTimeline
Geneos Wealth Management Inc.20,797$4.13M0.1%-23113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,741$4.12M0.07%+46013F-HR/ATimeline
Advyzon Investment Management, LLC20,696$4.11M0.48%+15,55813F-HRTimeline
HB Wealth Management, LLC20,611$4.09M0.03%+2,41513F-HRTimeline
Embree Financial Group20,507$4.07M0.5%-55613F-HRTimeline
Prospera Financial Services Inc20,438$4.06M0.07%-5,42613F-HRTimeline
PINEBRIDGE INVESTMENTS LLC20,275$4.03M0.03%13F-HR/ATimeline
LifePlan Investment Advisors, Inc.20,224$4.02M1.64%+2,47813F-HRTimeline
Polaris Investment Advisors, LLC20,219$4.02M2.9%13F-HRTimeline
PRIVATE TRUST CO NA20,201$4.01M0.35%-2,39513F-HRTimeline
Ethos Financial Group, LLC20,151$4M0.3%-1,31313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC20,064$3.99M0.25%-6313F-HRTimeline
Cynosure Group, LLC20,016$3.98M0.4%-26,52113F-HRTimeline
Carnegie Investment Counsel19,998$3.97M0.07%+62313F-HRTimeline
Concorde Asset Management, LLC19,929$3.96M1.58%-1,06413F-HRTimeline
Sound Financial Strategies Group, LLC19,877$3.95M2.79%+14,26713F-HRTimeline
Farrell Financial LLC19,859$3.94M2.33%+79213F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC19,858$3.94M1.68%-14,38013F-HRTimeline
TD Waterhouse Canada Inc.19,837$3.94M0.02%-23013F-HRTimeline
First Citizens Financial Corp19,836$3.94M1.95%-1,03613F-HRTimeline
Ausdal Financial Partners, Inc.19,754$3.92M0.18%+65813F-HRTimeline
Fluent Financial, LLC19,659$3.9M1.49%+92413F-HRTimeline
CFM WEALTH PARTNERS LLC19,447$3.86M0.56%+1,00013F-HRTimeline
DAVENPORT & Co LLC19,281$3.83M0.02%-2,63313F-HRTimeline
Tyche Wealth Partners LLC19,189$3.81M0.61%-1,00613F-HRTimeline
Beacon Financial Advisory LLC19,177$3.81M0.88%-3,02513F-HRTimeline
Venturi Wealth Management, LLC19,157$3.8M0.17%+1913F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC19,108$3.8M0.46%new13F-HRTimeline
Clear Creek Financial Management, LLC19,105$3.79M0.31%-31913F-HRTimeline
J.E. Simmons & Co., P.C.18,965$3.77M2.44%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,892$3.75M0.01%-44213F-HRTimelineGroup
JPL Wealth Management, LLC18,881$3.75M0.91%+17,58713F-HRTimeline
Mayfair Advisory Group, LLC18,621$3.71M1.44%-3813F-HRTimeline
Sollinda Capital Management LLC18,609$3.7M0.94%+1,72313F-HRTimeline
Simplicity Wealth,LLC18,507$3.68M0.22%-14,87613F-HRTimeline
Crescent Grove Advisors, LLC18,489$3.67M0.35%-1,22313F-HRTimeline
WILLIAM JOHN SEMPOLINSKI18,472$3.67M1.81%13F-HRTimeline
Crestwood Advisors Group, LLC18,395$3.65M0.06%-30,26013F-HRTimeline
HighPoint Advisor Group LLC18,234$3.62M0.08%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC18,216$3.62M2.49%-60313F-HRTimeline
B. Riley Wealth Advisors, Inc.18,084$3.59M0.17%-5,14113F-HRTimeline
Integrity Advisory Solutions, LLC17,853$3.55M0.51%-1,31813F-HRTimeline
SimpliFi, Inc.17,764$3.53M1.49%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…17,726$3.52M0.55%-1,90213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,651$3.51M0.21%+80313F-HRTimeline
Bedel Financial Consulting, Inc.17,647$3.51M0.38%-1,41913F-HRTimeline
REGIMEN WEALTH, LLC17,619$3.5M1.02%+10213F-HRTimeline
WJ Wealth Management, LLC17,442$3.46M1.52%-1,59413F-HRTimeline
WEALTHGARDEN F.S. LLC16,944$3.45M2.28%-7,08613F-HRTimeline
Triad Wealth Partners, LLC17,292$3.43M0.33%-99,83513F-HRTimeline
Gateway Wealth Partners, LLC17,243$3.42M0.38%-12,48513F-HRTimeline
Frisch Financial Group, Inc.17,226$3.42M0.77%+4,75913F-HRTimeline
Elevate Capital Advisors, LLC17,217$3.42M2.26%-90513F-HRTimeline
Foundry Financial Group, Inc.17,210$3.42M1.71%-4,51113F-HRTimeline
GeoWealth Management, LLC17,198$3.42M0.13%-15,37413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC17,088$3.39M2.32%+8113F-HRTimeline
Brookwood Investment Group LLC17,078$3.39M0.41%-3,34813F-HRTimeline
SG Americas Securities, LLC16,952$3.37M<0.01%+11,04813F-HRTimeline
Vertex Planning Partners, LLC16,784$3.33M0.77%-10,64813F-HRTimeline
Interchange Capital Partners, LLC16,770$3.33M0.62%-5,61913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,758$3.33M0.02%+8,50313F-HRTimelineGroup
United Advisor Group, LLC16,681$3.31M0.43%-2,81613F-HRTimeline
Dakota Wealth Management16,666$3.31M0.06%+36613F-HR/ATimeline
RCS Financial Planning, LLC16,558$3.29M1.42%-7,86513F-HRTimeline
Arkadios Wealth Advisors16,477$3.27M0.06%-3,74013F-HRTimeline
Tortoise Investment Management, LLC16,419$3.26M0.29%+1,10013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…16,377$3.25M0.11%+10,77113F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.16,204$3.22M0.04%+1,01213F-HRTimeline
Bulltick Wealth Management, LLC16,059$3.19M0.68%+14713F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,947$3.17M0.08%-69913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC15,742$3.13M0.35%-10,74713F-HRTimeline
Delta Wealth Advisors LLC15,657$3.11M2.6%-1,54813F-HRTimeline
Mesirow Financial Investment Management…15,602$3.1M0.06%-74413F-HRTimeline
IEQ CAPITAL, LLC15,601$3.1M0.01%-56313F-HRTimeline
Ridgeline Wealth, LLC15,569$3.09M2.14%-63213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,510$3.08M0.24%-7,49313F-HRTimeline
Keystone Wealth Services, LLC15,348$3.05M0.64%-22813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,130$3.01M1.09%-1,35713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,090$3M0.04%-94613F-HRTimeline
Jaffetilchin Investment Partners, LLC15,068$2.99M0.18%-15513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,029$2.99M<0.01%-11713F-HRTimelineGroup
Smartleaf Asset Management LLC14,804$2.96M0.11%+26113F-HRTimeline
Boreal Capital Management LLC14,871$2.95M2.23%-7,00313F-HRTimeline
Carr Financial Group Corp14,790$2.94M0.78%-43613F-HRTimeline
Portfolio Resources Advisor Group, Inc.14,744$2.93M2.93%13F-HRTimeline
Houlihan Financial Resource Group, Ltd.14,597$2.92M1.11%+9,20913F-HRTimeline
Betterment LLC14,554$2.89M0.01%+4,26613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,500$2.88M<0.01%+9,90013F-HRTimeline
Acorn Wealth Advisors, LLC14,448$2.87M0.85%-1,23913F-HRTimeline
Marks Group Wealth Management, Inc14,443$2.87M0.27%013F-HRTimeline
Integrated Advisors Network LLC14,435$2.87M0.13%-6,43213F-HRTimeline
Quent Capital, LLC14,426$2.87M0.21%-58713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,378$2.86M2.38%-10,29413F-HRTimeline
Glen Eagle Advisors, LLC14,364$2.85M0.39%+5,52813F-HRTimeline
Edge Financial Advisors LLC14,271$2.83M1.19%-213F-HRTimeline
Verdence Capital Advisors LLC14,216$2.82M0.17%+4,00013F-HRTimeline