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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,625 managers (1,648 13F filers) reported a position in QUAL shares at 2026-06-30, 171,292,537 shares in all. 108 filers opened a position and 110 filers sold out during the quarter.

Managers
1,625
13F filers
1,648
New
108
Added
495
Reduced
763
Sold out
110
Shares held by filers
171,292,537

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BAILARD, INC.9,885$2.17M0.04%+48413F-HRTimeline
Advisors Capital Management, LLC9,878$2.17M0.02%+1,03313F-HRTimeline
Diversified Enterprises, LLC9,854$2.16M0.1%+5613F-HRTimeline
RED REEF ADVISORS LLC9,852$2.16M1.99%-4513F-HRTimeline
UPTICK PARTNERS, LLC9,703$2.13M0.33%-62813F-HRTimeline
Braun-Bostich & Associates Inc.9,694$2.13M1.19%-16,37213F-HRTimeline
Blue Zone Wealth Advisors, LLC9,683$2.12M0.37%+4,42313F-HRTimeline
Gryphon Financial Partners LLC9,586$2.1M0.19%+31113F-HRTimeline
B. Riley Wealth Advisors, Inc.9,663$2.1M0.11%-7,97913F-HRTimeline
Rothschild Wealth LLC9,555$2.1M0.17%-35,71113F-HRTimeline
Brady Martz Wealth Solutions, LLC9,494$2.08M0.31%+313F-HRTimeline
LaSalle St. Investment Advisors, LLC9,453$2.07M0.25%+3,04013F-HRTimeline
Midwestern Financial, LLC /IA9,427$2.07M1.45%-19613F-HRTimeline
Midwest Heritage Bank, FSB9,408$2.06M0.59%013F-HRTimeline
Maridea Wealth Management LLC9,351$2.05M0.22%+3,11213F-HRTimeline
Portus Wealth Advisors, LLC9,337$2.05M1.69%-213F-HRTimeline
Abel Hall, LLC9,294$2.04M0.35%-14113F-HRTimeline
ShoreHaven Wealth Partners, LLC9,268$2.03M0.64%-28,70313F-HRTimeline
Davidson Kahn Capital Management, LLC9,183$2.03M0.87%+3,57813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,219$2.02M<0.01%-7,30413F-HRTimelineGroup
Selby Wealth Management, LLC9,199$2.02M0.72%-3513F-HRTimeline
WESBANCO BANK INC9,159$2.01M0.05%-80513F-HRTimeline
Venturi Wealth Management, LLC9,106$2M0.08%+3613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,093$2M0.08%-2,24113F-HRTimeline
GTS FINANCIAL, LLC10,784$1.97M1.44%013F-HRTimeline
Kingsview Wealth Management, LLC8,928$1.96M0.02%+11313F-HRTimeline
WJ Wealth Management, LLC8,893$1.95M0.77%-25013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,889$1.95M0.12%-49913F-HRTimeline
KPP Advisory Services LLC8,870$1.95M0.25%-2,28013F-HRTimeline
WealthShield Partners, LLC8,869$1.95M0.3%-26,62813F-HRTimeline
Veltria Advisors Corp.8,864$1.95M5.97%+4,89713F-HRTimeline
Bedminster, LLC8,835$1.94M1.66%-15,93613F-HRTimeline
Robertson Stephens Wealth Management, L…8,795$1.93M0.05%-4,39113F-HRTimeline
Retirement Planning Group, LLC8,744$1.92M0.05%+40513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,630$1.89M<0.01%new13F-HRTimelineGroup
Shared Vision Wealth Group LLC8,583$1.88M0.65%-13,32813F-HRTimeline
Foundry Financial Group, Inc.8,557$1.88M0.81%-1,93413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,481$1.86M0.14%+3013F-HRTimeline
Lifelong Wealth Advisors, Inc.8,464$1.86M0.44%-18,80413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,457$1.86M0.04%-29613F-HRTimelineGroup
GFS Advisors, LLC575$1.85M0.28%new13F-HR/ATimeline
WealthPlan Investment Management, LLC8,409$1.85M0.09%-1,15513F-HRTimeline
EVERPAR ADVISORS LLC8,388$1.84M0.52%+1,83013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,380$1.84M0.02%-5,27213F-HRTimelineGroup
Barnes Wealth Management Group, Inc8,358$1.83M0.85%-11,54513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,356$1.83M0.03%-38513F-HRTimelineGroup
USAdvisors Wealth Management, LLC8,358$1.83M0.53%-4813F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,354$1.83M0.05%-90013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC8,352$1.83M0.52%-11,46613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY8,343$1.83M1%+3213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,298$1.82M0.05%-5413F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC8,249$1.81M0.14%-3,07113F-HRTimeline
Fulton Bank, N.A.8,235$1.81M0.06%+3,46213F-HRTimeline
Mattern Wealth Management LLC8,226$1.81M0.3%-10413F-HRTimeline
Lionsbridge Wealth Management LLC8,224$1.8M1.77%-41913F-HRTimeline
Mainstream Capital Management LLC8,215$1.8M1.09%-2113F-HRTimeline
Beacon Bridge Wealth Partners, LLC8,187$1.8M0.51%-26,71813F-HRTimeline
SMART Wealth LLC8,177$1.79M0.39%+4,55813F-HRTimeline
Global Financial Private Client, LLC8,144$1.79M0.48%-88513F-HRTimeline
Signal Advisors Wealth, LLC8,136$1.79M0.09%-4,10513F-HRTimeline
Trademark Financial Management, LLC8,133$1.78M0.73%-62613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.8,121$1.78M0.43%-16,05213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,066$1.77M0.43%+29013F-HRTimeline
Johnson Bixby & Associates, LLC8,053$1.77M0.2%-2413F-HRTimeline
Vision Capital Management, Inc.8,042$1.76M0.2%-43713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,034$1.76M0.04%013F-HRTimelineGroup
CLOVERFIELDS CAPITAL GROUP, LP8,002$1.76M0.53%+39813F-HRTimeline
Range Advisory, LLC7,980$1.75M0.21%+1,67313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…7,934$1.74M0.02%+5,07213F-HRTimelineGroup
Smart Money Group LLC7,906$1.73M0.45%-1,65313F-HRTimeline
Elk River Wealth Management LLC7,843$1.72M0.27%-4,17013F-HRTimeline
PFG Investments, LLC7,808$1.71M0.07%-1,54313F-HRTimeline
Soltis Investment Advisors LLC7,790$1.71M0.1%-1,30213F-HRTimeline
Florida Trust Wealth Management Co7,767$1.7M0.04%+513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,724$1.69M0.08%+53513F-HRTimeline
Gen-Wealth Partners Inc7,689$1.69M0.47%-18,33813F-HRTimeline
Balance Wealth Partners LLC7,652$1.68M0.45%-34913F-HRTimeline
Haverford Financial Services, Inc.7,631$1.67M0.49%013F-HRTimeline
Argent Trust Co7,625$1.67M0.05%-3,93913F-HRTimeline
Allen Capital Group, LLC7,622$1.67M0.14%013F-HRTimeline
Midwest Capital Advisors, LLC7,569$1.66M0.67%-51,67113F-HRTimeline
Fisher Asset Management, LLC7,544$1.66M<0.01%-3,27013F-HRTimeline
Total Clarity Wealth Management, Inc.7,532$1.65M0.32%+10813F-HRTimeline
ASL Financial, LLC7,492$1.64M1.16%+13313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,482$1.64M0.02%+33913F-HRTimeline
Institute for Wealth Management, LLC.7,427$1.63M0.14%-98913F-HRTimeline
Keystone Financial Services7,419$1.63M0.42%-51,10213F-HRTimeline
Investors Research Corp7,412$1.63M0.29%-10713F-HRTimeline
Bryant Woods Investment Advisors, LLC7,407$1.63M0.45%new13F-HRTimeline
Ackerman Capital Advisors, LLC7,327$1.61M0.32%013F-HRTimeline
WEDBUSH SECURITIES INC7,294$1.6M0.04%-2,52313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,270$1.6M0.01%-57913F-HRTimelineGroup
Goelzer Investment Management, Inc.7,224$1.59M0.07%+71113F-HRTimeline
MBE Wealth Management, LLC7,222$1.58M0.56%+7713F-HRTimeline
Allie Family Office LLC7,218$1.58M0.59%013F-HR/ATimeline
Arsenal Capital Advisors LLC7,156$1.57M0.93%+1,24113F-HRTimeline
Opulen Financial Group LLC7,136$1.57M0.98%+10513F-HRTimeline
Insight Wealth Strategies, LLC7,146$1.56M0.15%-64,57413F-HRTimeline
Rubicon Advisors, GP7,097$1.56M1.13%+6,02113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,091$1.56M0.3%-23813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC7,064$1.55M0.04%+1,52613F-HRTimelineGroup
Bernardo Wealth Planning LLC7,021$1.54M0.26%-413F-HRTimeline
Dana Investment Advisors, Inc.7,001$1.54M0.04%-4113F-HRTimeline
LPWM LLC6,961$1.53M0.34%-16413F-HRTimeline
Spectrum Planning & Advisory Services I…6,961$1.53M0.68%-18,86413F-HRTimeline
Ruggiero Investments, Inc.6,902$1.51M1.29%-113F-HRTimeline
Stone House Investment Management, LLC6,891$1.51M0.2%-79,24613F-HRTimeline
Tranquilli Financial Advisor LLC6,887$1.51M0.81%+22513F-HRTimeline
Saiph Capital, LLC6,883$1.51M0.45%+20013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,873$1.51M0.41%-25213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,832$1.5M0.01%-10,00013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC6,832$1.5M0.1%-52313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,817$1.5M0.01%-73413F-HRTimeline
Financial Insights, Inc.6,792$1.49M0.39%-44513F-HRTimeline
Vision Retirement, LLC6,766$1.48M0.36%+30613F-HRTimeline
MATAURO, LLC6,756$1.48M0.2%-18313F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…6,724$1.48M0.4%-1,56013F-HRTimelineGroup
One Capital Management, LLC7,686$1.47M0.04%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,716$1.47M0.15%-55,14813F-HRTimeline
LexAurum Advisors, LLC6,669$1.46M0.17%-22913F-HRTimeline
Fairvoy Private Wealth, LLC6,663$1.46M0.3%-613F-HRTimeline
RAINIER FAMILY WEALTH INC6,648$1.46M0.83%-50613F-HRTimeline
SeaCrest Wealth Management, LLC6,611$1.45M0.16%-28913F-HRTimeline
L & S Advisors Inc6,596$1.45M0.15%+5713F-HRTimeline
Millington Financial Advisors, LLC6,617$1.44M0.57%-35813F-HRTimeline
Financial Engines Advisors L.L.C.6,530$1.43M<0.01%+71513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,522$1.43M0.31%+28813F-HRTimeline
Latitude Advisors, LLC6,514$1.43M0.57%-51813F-HRTimeline
FourThought Financial Partners, LLC6,494$1.43M0.11%-1613F-HRTimeline
Syntegra Private Wealth Group, LLC6,486$1.42M0.11%-36513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,470$1.42M0.07%+23213F-HRTimeline
Wall Capital Group, Inc.6,430$1.41M1.15%-34113F-HRTimeline
Quadcap Wealth Management, LLC6,399$1.4M0.14%-3213F-HRTimeline
KINTRA WEALTH, LLC6,180$1.4M0.07%+79713F-HRTimeline
DIVERSIFIED TRUST CO6,387$1.4M0.02%+68113F-HRTimeline
Strait & Sound Wealth Management LLC6,317$1.39M0.49%+26313F-HRTimeline
AVALON CAPITAL MANAGEMENT6,316$1.39M0.33%-21013F-HRTimeline
Retirement Wealth Solutions LLC6,313$1.39M0.76%-6,23713F-HRTimeline
Curi Capital, LLC6,306$1.38M0.02%+2,12313F-HRTimeline
Allegheny Financial Group6,298$1.38M0.15%+48713F-HRTimeline
Hobbs Group Advisors, LLC6,261$1.37M0.36%+113F-HRTimeline
Ardent Capital Management, Inc.6,249$1.37M0.57%-62513F-HRTimeline
Galvin, Gaustad & Stein, LLC6,222$1.37M0.1%+16013F-HRTimeline
Glenview Trust Co6,217$1.36M0.02%-50213F-HR/ATimeline
Pasadena Private Wealth, LLC6,201$1.36M0.17%+96913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,195$1.36M0.06%-53513F-HRTimeline
Advocacy Wealth Management, LLC6,172$1.35M0.05%-396,00013F-HRTimeline
Hershey Financial Advisers, LLC6,135$1.35M0.97%new13F-HRTimeline
RCS Financial Planning, LLC6,108$1.34M0.63%-1,44213F-HRTimeline
YANKCOM Partnership6,000$1.32M0.47%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,996$1.32M0.74%+7513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,977$1.31M0.01%-36513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,977$1.31M0.01%-2,35713F-HRTimelineGroup
Pines Wealth Management, LLC5,945$1.3M0.38%+17413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,939$1.3M0.04%-6,88913F-HRTimelineGroup
Tarbox Family Office, Inc.5,924$1.3M0.19%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,908$1.3M+210Timeline
Strategic Financial Concepts, LLC5,898$1.29M0.38%+2,50213F-HRTimeline
Ballentine Partners, LLC5,868$1.29M0.02%-1,65313F-HRTimeline
Visionary Wealth Advisors5,858$1.29M0.05%-17313F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding5,855$1.28M-3,985Timeline
SURIENCE PRIVATE WEALTH LLC5,845$1.28M1.13%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,832$1.28M0.22%+93513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,823$1.28M0.02%-1,05313F-HRTimeline
Seneschal Advisors, LLC5,789$1.27M0.87%-26813F-HRTimeline
Raub Brock Capital Management LP5,783$1.27M0.35%+13713F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,760$1.26M0.08%+7413F-HRTimeline
EWA, LLC5,737$1.26M0.23%-19413F-HRTimeline
Bellars Harris Wealth Management, LLC5,711$1.25M0.26%13F-HRTimeline
New Republic Capital, LLC5,674$1.25M0.29%-83313F-HRTimeline
Ipsen Advisor Group LLC5,664$1.24M0.8%+1013F-HRTimeline
Meridian Financial Partners LLC5,627$1.24M0.42%+4013F-HRTimeline
Compass Ion Advisors, LLC5,654$1.24M0.11%-15713F-HRTimeline
Independent Advisor Alliance5,647$1.24M0.03%-127,73613F-HRTimeline
Per Stirling Capital Management, LLC.5,644$1.24M0.12%-3313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC5,635$1.24M0.14%-64313F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,627$1.23M0.2%13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/5,627$1.23M0.1%-413F-HRTimeline
Crusonia Wealth Advisors LLC5,613$1.23M0.2%+70013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding5,602$1.23M-22,897Timeline
Daviman Financial, LLC5,578$1.22M0.68%-19,12213F-HRTimeline
Storen Legacy Partners, LLC5,527$1.21M0.33%-9413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,518$1.21M0.8%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,512$1.21M0.09%-27813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,504$1.21M0.71%-73613F-HRTimeline
Violich Capital Management, Inc.5,500$1.21M0.13%013F-HRTimeline
Aprio Wealth Management, LLC5,422$1.19M0.06%-5513F-HRTimeline
Noble Wealth Management PBC5,384$1.18M0.54%-7013F-HRTimeline
CORE WEALTH ADVISORS, LLC5,374$1.18M0.87%-20,93513F-HRTimeline
Abundance Wealth Counselors5,362$1.18M0.08%-63613F-HRTimeline
Soundwatch Capital LLC5,347$1.17M0.13%-5413F-HRTimeline
Cornerstone Planning Group LLC5,379$1.17M0.15%-11,67413F-HRTimeline
Aspire Private Capital, LLC5,250$1.15M0.24%-3,44213F-HRTimeline
Cardinal Point Capital Management ULC5,225$1.15M0.06%-1813F-HRTimeline
EFG International AGin group EFG International AG5,217$1.14M0.02%-92713F-HRTimelineGroup
Gateway Wealth Partners, LLC5,209$1.14M0.07%-49,55713F-HRTimeline
Pearl Planning LLC5,202$1.14M0.53%-47613F-HRTimeline
Owl Creek Wealth Partners LLC5,202$1.14M0.33%-7513F-HRTimeline
Patton Albertson Miller Group, LLC5,195$1.14M0.11%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,191$1.14M<0.01%+513F-HRTimeline