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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,636 managers (1,656 13F filers) reported a position in QUAL shares at 2026-03-31, 212,645,808 shares in all. 102 filers opened a position and 77 filers sold out during the quarter.

Managers
1,636
13F filers
1,656
New
102
Added
629
Reduced
636
Sold out
77
Shares held by filers
212,645,808

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RFG Advisory, LLC32,414$6.22M0.11%-13,86913F-HRTimeline
Advyzon Investment Management, LLC32,403$6.22M0.56%+11,70713F-HRTimeline
CORA CAPITAL ADVISORS LLC32,371$6.21M2.06%-16013F-HRTimeline
Ironsides Asset Advisors, LLC32,234$6.18M1.55%-7,45813F-HRTimeline
WCG Wealth Advisors LLC32,153$6.17M0.17%-19,77313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP32,067$6.15M0.07%013F-HRTimelineGroup
Centurion Wealth Management LLC31,826$6.1M1.38%-64313F-HRTimeline
Yoder Wealth Management, Inc.32,036$6.1M2.78%-3,66313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC31,053$5.95M0.75%new13F-HRTimeline
KM Capital Management Ltd.28,057$5.92M3.98%-1,06213F-HRTimeline
Trust Co30,850$5.92M0.55%+62913F-HRTimeline
Shum Financial Group, Inc.30,609$5.87M4.15%+51313F-HRTimeline
McNaughton Wealth Management, LLC30,209$5.79M2.4%-1,86113F-HRTimeline
EP Wealth Advisors, LLC30,179$5.79M0.03%+3,47813F-HRTimeline
American Money Management, LLC29,659$5.69M0.9%+82013F-HRTimeline
Stillwater Wealth Management Group29,610$5.68M3.51%+3,94613F-HRTimeline
Sheridan Capital Management, LLC29,606$5.68M2.99%+1413F-HRTimeline
Keystone Financial Group29,432$5.67M0.39%+2,08013F-HRTimeline
INTRUST BANK NA29,351$5.63M0.46%-60,93913F-HRTimeline
Breakwater Capital Group29,323$5.62M0.75%+1,51213F-HRTimeline
Paller Financial Services Inc29,299$5.62M4.65%-98813F-HRTimeline
Inscription Capital, LLC29,296$5.62M0.59%-12413F-HRTimeline
BLAIR WILLIAM & CO/IL29,232$5.61M0.02%+62313F-HRTimeline
Flywheel Private Wealth LLC29,171$5.6M3.19%+20013F-HRTimeline
Avant Capital LLC28,994$5.56M3.91%-83113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,593$5.48M0.21%-1,19613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding28,499$5.47M+24,009Timeline
Quadrant Private Wealth Management, LLC28,324$5.43M0.84%-46913F-HRTimeline
Summa Corp.28,300$5.43M2.24%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers28,247$5.42M0.01%+1,56713F-HRTimelineGroup
BEACON FINANCIAL GROUP28,135$5.4M0.54%+11013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,101$5.39M0.37%+28313F-HRTimeline
Hoese & Co LLP27,499$5.27M3.91%-4,54313F-HRTimeline
Ehrenkranz Partners L.P.27,490$5.27M4.17%013F-HRTimeline
Lifelong Wealth Advisors, Inc.27,268$5.23M1.4%+1,44313F-HRTimeline
Rossby Financial, LCC27,025$5.21M1.09%+25,06613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …26,589$5.1M0.79%-5413F-HRTimeline
Tempo Wealth, LLC26,370$5.06M0.88%-16713F-HRTimeline
CORE WEALTH ADVISORS, LLC26,309$5.05M3.88%+39413F-HRTimeline
Mosley Wealth Management25,929$5.04M2.28%+19613F-HRTimeline
Leslie Global Wealth, LLC28,164$5.04M2.66%-1,66213F-HRTimeline
Peak Wealth Management LLC26,225$5.03M4.13%-1,04313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC26,161$5.02M1.26%+1,94413F-HRTimeline
Braun-Bostich & Associates Inc.26,066$5M3.13%-6913F-HRTimeline
Delos Wealth Advisors, LLC26,039$4.99M2.86%+2,08313F-HRTimeline
Gen-Wealth Partners Inc26,027$4.99M1.57%+1,54113F-HRTimeline
Spectrum Planning & Advisory Services I…25,825$4.95M2.45%-63113F-HRTimeline
WARNER FINANCIAL, INC25,733$4.94M1.69%+45313F-HRTimeline
Hobbs Wealth Management, LLC25,688$4.93M4.88%-1,27913F-HRTimeline
Lantz Financial LLC25,642$4.92M1.02%+23413F-HRTimeline
Fortis Capital Management LLC25,553$4.9M0.66%+5313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.25,266$4.85M2.76%13F-HRTimeline
Red Tortoise LLC25,217$4.84M2.03%-45713F-HRTimeline
HMV Wealth Advisors, LLC25,180$4.83M2.27%-15513F-HRTimeline
OMNI 360 Wealth, Inc.25,103$4.81M2.48%-1,10513F-HRTimeline
SageView Advisory Group, LLC25,000$4.8M0.18%+9213F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.24,994$4.79M4.59%+28613F-HRTimeline
Tacita Capital Inc24,925$4.78M2.83%-33313F-HRTimeline
LiftPoint Family Wealth Advisors LLC24,869$4.77M3.95%+1,05513F-HRTimeline
SWP FINANCIAL LLC24,846$4.77M2.43%+30313F-HRTimeline
SigFig Wealth Management, LLC24,834$4.76M0.14%-4,40113F-HRTimeline
Bedminster, LLC24,771$4.75M4.42%-94513F-HRTimeline
Daviman Financial, LLC24,700$4.74M2.8%-13013F-HRTimeline
Town Capital LLC24,621$4.72M3.82%-13,78413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC24,560$4.71M1.44%+41013F-HRTimeline
Custos Family Office, LLC24,309$4.66M3.23%-1,16213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.24,173$4.64M1.33%-2,10113F-HRTimeline
Sound Financial Strategies Group, LLC24,031$4.61M3.15%+4,15413F-HRTimeline
LINCOLN CAPITAL CORP24,005$4.6M1.69%-36013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,999$4.6M0.2%+49313F-HRTimeline
True Vision MN LLC23,961$4.6M2.37%+1,77713F-HRTimeline
Rollins Financial Advisors, LLC23,766$4.56M0.72%-74813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC23,688$4.54M0.89%-28,53713F-HRTimeline
Aries Wealth Management23,680$4.54M1%-28613F-HRTimeline
Hudson Oak Wealth Advisory LLC23,529$4.51M3.92%+41413F-HRTimeline
Stanich Group LLC23,391$4.49M3.42%-58513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC23,256$4.46M0.32%-2,02513F-HRTimeline
TCI Wealth Advisors, Inc.23,254$4.46M0.24%-1513F-HRTimeline
First Citizens Financial Corp23,146$4.44M2.1%+3,31013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC23,097$4.43M0.33%+73413F-HRTimeline
TME FINANCIAL, INC.23,014$4.41M3.06%+1,32513F-HRTimeline
Avidian Wealth Enterprises, LLC22,913$4.39M0.14%-1,73313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC22,523$4.32M1.58%-5,11313F-HRTimeline
Astoria Portfolio Advisors LLC.20,803$4.31M0.92%-24113F-HRTimeline
Investor's Fiduciary Advisor Network, L…22,386$4.29M1.32%-62,14413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,153$4.25M0.35%+15,73513F-HRTimelineGroup
M1 Capital Management LLC22,123$4.24M1.96%-24,09613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC22,002$4.22M0.06%-1,26213F-HRTimeline
Cornerstone Wealth Management, LLC21,960$4.21M0.21%-41013F-HRTimeline
Shared Vision Wealth Group LLC21,911$4.2M1.71%-2,99213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…21,821$4.19M0.66%+4,09513F-HRTimeline
Gambit Capital Management, LLC21,767$4.18M2.99%-2,82513F-HRTimeline
Kastel Capital Advisors, LLC20,912$4.15M2.55%013F-HRTimeline
Interchange Capital Partners, LLC24,091$4.12M1.3%+7,32113F-HRTimeline
Davis Wealth Advisors, LLC21,398$4.1M3.41%-1413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC21,362$4.1M3.85%-99213F-HRTimeline
Triumph Capital Management21,295$4.08M0.83%-1,34113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC19,818$4.08M1.78%-4013F-HRTimeline
Avestar Capital, LLC21,194$4.07M0.28%-18413F-HRTimeline
Prospera Financial Services Inc20,987$4.03M0.06%+54913F-HRTimeline
Simplicity Wealth,LLC20,838$4M0.23%+2,33113F-HRTimeline
Geneos Wealth Management Inc.20,818$3.99M0.09%+2113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,785$3.99M0.13%+4413F-HRTimeline
Fluent Financial, LLC19,739$3.97M1.45%+8013F-HRTimeline
Sherman Wealth Management LLC20,673$3.97M3.41%-1,79313F-HRTimeline
Bulltick Wealth Management, LLC20,631$3.96M0.87%+4,57213F-HRTimeline
Global Wealth Strategies & Associates20,612$3.95M0.97%-55,11713F-HRTimeline
CFM WEALTH PARTNERS LLC20,473$3.93M0.59%+1,02613F-HRTimeline
Cynosure Group, LLC20,267$3.89M0.49%+25113F-HRTimeline
HARBOUR INVESTMENTS, INC.20,188$3.87M0.06%-7,14213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC20,115$3.86M0.24%+5113F-HRTimeline
Polaris Investment Advisors, LLC20,057$3.85M2.8%-16213F-HRTimeline
Sollinda Capital Management LLC20,052$3.85M0.93%+1,44313F-HRTimeline
Chicago Partners Investment Group LLC18,550$3.84M0.09%+6,35713F-HRTimeline
PRIVATE TRUST CO NA20,008$3.84M0.34%-19313F-HRTimeline
DAVENPORT & Co LLC19,998$3.84M0.02%+71713F-HRTimeline
Barnes Wealth Management Group, Inc19,903$3.82M1.94%-2,20513F-HRTimeline
Farrell Financial LLC19,803$3.8M2.27%-5613F-HRTimeline
Clear Creek Financial Management, LLC19,653$3.77M0.29%+54813F-HRTimeline
Concorde Asset Management, LLC19,651$3.77M1.85%-27813F-HRTimeline
Tyche Wealth Partners LLC19,636$3.77M0.58%+44713F-HRTimeline
Buttonwood Financial Group, LLC19,538$3.75M2.31%-1,58513F-HRTimeline
WILLIAM JOHN SEMPOLINSKI19,468$3.73M1.88%+99613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,639$3.73M0.21%+98813F-HR/ATimeline
J.E. Simmons & Co., P.C.19,204$3.68M2.46%+23913F-HRTimeline
Beacon Financial Advisory LLC19,182$3.68M0.83%+513F-HRTimeline
Etesian Wealth Advisors, Inc.19,136$3.67M1.17%+6,12713F-HRTimeline
SIMON QUICK ADVISORS, LLC18,968$3.64M0.17%-4,51513F-HRTimeline
JPL Wealth Management, LLC18,915$3.63M0.83%+3413F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC18,845$3.61M1.2%+3,71513F-HRTimeline
IEQ CAPITAL, LLC18,804$3.61M0.02%+3,20313F-HRTimeline
Integrity Advisory Solutions, LLC18,769$3.6M0.48%+91613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS18,701$3.59M<0.01%+9,77013F-HRTimelineGroup
Carnegie Investment Counsel18,666$3.58M0.07%-1,33213F-HRTimeline
Mayfair Advisory Group, LLC18,653$3.58M1.25%+3213F-HRTimeline
Cornerstone Planning Group LLC17,053$3.54M0.47%+4,31513F-HRTimeline
Vertex Planning Partners, LLC18,392$3.53M0.69%+1,60813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,299$3.51M0.01%-59313F-HRTimelineGroup
HighPoint Advisor Group LLC18,126$3.48M0.15%-10813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC18,113$3.47M2.43%-10313F-HRTimeline
10Elms LLP18,914$3.47M2.19%+5,60613F-HRTimeline
GeoWealth Management, LLC18,018$3.46M0.12%+82013F-HRTimeline
SimpliFi, Inc.17,959$3.44M1.45%+19513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.17,940$3.44M0.03%-3,09113F-HRTimelineGroup
Bedel Financial Consulting, Inc.17,902$3.43M0.39%+25513F-HRTimeline
HB Wealth Management, LLC17,850$3.42M0.02%-2,76113F-HRTimeline
Tortoise Investment Management, LLC17,799$3.41M0.28%+1,38013F-HRTimeline
Ethos Financial Group, LLC17,787$3.41M0.25%-2,36413F-HRTimeline
NorthRock Partners, LLC17,585$3.37M0.05%+3,48513F-HRTimeline
Cornerstone Wealth Group, LLC16,305$3.35M0.22%+14,47713F-HRTimeline
A4 Wealth Advisors LLC17,449$3.35M2.78%+3,28213F-HRTimeline
Ausdal Financial Partners, Inc.17,435$3.34M0.15%-2,31913F-HRTimeline
Crestwood Advisors Group, LLC17,327$3.32M0.06%-1,06813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC17,256$3.31M0.37%+1,51413F-HRTimeline
Pinion Investment Advisors, LLC17,210$3.3M0.77%-12,06913F-HRTimeline
B. Riley Wealth Advisors, Inc.17,642$3.29M0.21%-44213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC17,030$3.27M0.26%+1,52013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC16,906$3.24M2.19%-18213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO16,832$3.23M0.02%+7413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC16,828$3.23M0.08%+88113F-HRTimeline
Marks Group Wealth Management, Inc16,732$3.21M0.31%+2,28913F-HRTimeline
Clarendon Private LLC16,678$3.2M2.46%+3,34913F-HRTimeline
WEALTHGARDEN F.S. LLC16,646$3.19M2.18%-29813F-HRTimeline
Dakota Wealth Management16,643$3.19M0.07%-2313F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC16,523$3.17M<0.01%+6,83913F-HRTimelineGroup
Mesirow Financial Investment Management…16,382$3.14M0.05%+78013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,349$3.14M0.03%+14513F-HRTimeline
BRIGHTON JONES LLC16,303$3.13M0.07%new13F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC16,265$3.12M0.04%+6,28713F-HRTimeline
Crescent Grove Advisors, LLC15,952$3.06M0.3%-2,53713F-HRTimeline
Brookwood Investment Group LLC15,868$3.04M0.39%-1,21013F-HRTimeline
Acorn Wealth Advisors, LLC15,782$3.03M0.88%+1,33413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC15,750$3.02M0.56%+5,10013F-HRTimeline
Keystone Wealth Services, LLC15,736$3.02M0.65%+38813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,534$2.98M<0.01%+50513F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.15,184$2.91M1.14%+58713F-HRTimeline
THEORY FINANCIAL LLC15,138$2.9M1.02%-14,79913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,109$2.9M0.04%+1913F-HRTimeline
Alta Wealth Advisors LLC15,051$2.89M0.94%+2,64913F-HRTimeline
Portfolio Resources Advisor Group, Inc.15,028$2.88M2.86%+28413F-HRTimeline
Ridgeline Wealth, LLC15,027$2.88M2.06%-54213F-HRTimeline
OpenArc Corporate Advisory, LLC14,976$2.87M0.04%+8,68613F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.15,262$2.85M2.5%+1,63213F-HRTimeline
Carr Financial Group Corp14,824$2.84M0.75%+3413F-HRTimeline
Intentional Wealth Strategies, LLC14,811$2.84M2.65%13F-HRTimeline
Boreal Capital Management LLC14,810$2.84M2.45%-6113F-HRTimeline
Jaffetilchin Investment Partners, LLC14,724$2.82M0.17%-34413F-HRTimeline
Waterloo Capital, L.P.14,559$2.79M0.2%-17,96813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.14,557$2.79M0.06%-10,83113F-HRTimelineGroup
Integrated Advisors Network LLC14,523$2.79M0.15%+8813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,336$2.75M2.08%-4213F-HRTimeline
FFG RETIREMENT ADVISORS LLC14,331$2.75M1.6%-13,28113F-HRTimeline
Provident Investment Management, Inc.14,291$2.74M0.27%+47813F-HRTimeline
Gotham Asset Management, LLC14,205$2.72M0.01%+1,47213F-HRTimeline
Hoxton Planning & Management, LLC14,165$2.72M0.82%+47613F-HRTimeline
Delta Wealth Advisors LLC14,158$2.72M2.07%-1,49913F-HRTimeline
MorganRosel Wealth Management, LLC14,062$2.7M1.06%-8,96213F-HRTimeline
M Holdings Securities, Inc.13,445$2.7M0.18%-4313F-HRTimeline
Providence First Trust Co14,045$2.69M0.95%+36413F-HRTimeline
GREENLEAF TRUST13,869$2.66M0.03%+19413F-HRTimeline