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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,476 managers (1,491 13F filers) reported a position in QUAL shares at 2024-12-31, 244,619,916 shares in all. 76 filers opened a position and 66 filers sold out during the quarter.

Managers
1,476
13F filers
1,491
New
76
Added
644
Reduced
446
Sold out
66
Shares held by filers
244,619,916

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Jaffetilchin Investment Partners, LLC15,480$2.76M0.2%+59013F-HRTimeline
Total Clarity Wealth Management, Inc.15,454$2.75M0.89%+1,46113F-HRTimeline
Triumph Capital Management15,307$2.73M0.93%+31113F-HRTimeline
BLALOCK WILLIAMS, LLC15,263$2.72M3.16%13F-HRTimeline
Clearview Wealth Advisors LLC15,261$2.72M2.07%+29213F-HRTimeline
Venturi Wealth Management, LLC15,249$2.72M0.13%-1,26713F-HRTimeline
Essential Planning, LLC.14,885$2.7M0.02%new13F-HRTimeline
REGIMEN WEALTH, LLC15,165$2.7M0.88%-1,32013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,079$2.69M0.04%+21113F-HRTimelineGroup
Vermillion & White Wealth Management Gr…14,979$2.67M1.97%-16,98513F-HRTimeline
Cyndeo Wealth Partners, LLC14,828$2.64M0.18%-4,29213F-HRTimeline
SUTTON PLACE INVESTORS LLC14,730$2.62M1.52%+26113F-HRTimeline
BlackDiamond Wealth Management, LLC14,627$2.6M1.5%+3913F-HRTimeline
WealthPLAN Partners, LLC14,614$2.6M0.37%-23713F-HRTimeline
Apex Wealth Management, LLC14,593$2.6M2.24%13F-HRTimeline
Marks Group Wealth Management, Inc14,564$2.59M0.26%-18513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,436$2.57M0.43%-1,16313F-HRTimeline
Acorn Wealth Advisors, LLC14,369$2.56M1.06%+38713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,360$2.56M0.09%-60613F-HRTimelineGroup
Smartleaf Asset Management LLC14,155$2.53M0.26%-1,25913F-HRTimeline
Flywheel Private Wealth LLC14,140$2.52M2.31%13F-HRTimeline
Arete Wealth Advisors, LLC13,983$2.49M0.18%-4,70013F-HRTimeline
Shepherd Financial Partners LLC13,917$2.48M0.3%-1,70113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,870$2.47M0.06%+83813F-HRTimeline
Thrive Wealth Management, LLC13,802$2.46M0.44%+77213F-HRTimeline
Smart Money Group LLC13,786$2.46M0.85%-213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.13,766$2.45M0.02%-4,37913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC13,746$2.45M0.94%-5,50213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,613$2.43M0.23%-2,01413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,643$2.43M1.31%+2,50113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,617$2.42M0.6%-24013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,529$2.41M<0.01%+1,11213F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC13,452$2.4M1.25%+20513F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…13,427$2.39M0.48%-2,03513F-HRTimeline
WESBANCO BANK INC13,352$2.38M0.08%+1,87213F-HRTimeline
AGILIS PARTNERS LLC13,315$2.37M0.71%-23513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,297$2.37M2.5%-90813F-HRTimeline
Bulltick Wealth Management, LLC13,200$2.35M0.55%+3,33513F-HRTimeline
Retirement Wealth Solutions LLC13,279$2.34M1.98%13F-HRTimeline
NOVEM GROUP13,142$2.34M0.35%13F-HRTimeline
DAVENPORT & Co LLC13,103$2.33M0.01%+2,32813F-HRTimeline
Elevated Capital Advisors, LLC13,093$2.33M0.64%-11,34813F-HRTimeline
W ADVISORS, LLC13,073$2.33M1.44%+1,12513F-HRTimeline
Clear Creek Financial Management, LLC13,070$2.33M0.25%+1,01513F-HRTimeline
Gryphon Financial Partners LLC13,068$2.33M0.33%+2,46313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,000$2.32M0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,964$2.31M0.2%+1,77013F-HRTimeline
BCU Wealth Advisors, LLC12,888$2.3M1.31%+40413F-HRTimeline
Chicago Partners Investment Group LLC12,821$2.29M0.08%-38613F-HRTimeline
LifePlan Investment Advisors, Inc.12,812$2.28M1.41%+1,06013F-HRTimeline
Ellis Investment Partners, LLC12,785$2.28M0.45%+1,48113F-HRTimeline
RMR Capital Management, LLC12,777$2.28M1.69%-10413F-HRTimeline
Almanack Investment Partners, LLC.12,650$2.25M0.35%-1013F-HRTimeline
Verdence Capital Advisors LLC12,613$2.25M0.18%+1,72013F-HRTimeline
FLOW TRADERS U.S. LLC12,478$2.22M0.09%-6213F-HRTimeline
Maiden Cove Capital, LLC12,440$2.22M2.07%+5,95713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK12,353$2.2M0.07%+95513F-HRTimelineGroup
Waypoint Wealth Partners Inc.12,250$2.18M0.59%+1913F-HRTimeline
Bestgate Wealth Advisors, LLC12,142$2.16M4.34%13F-HRTimeline
Mattson Financial Services, LLC11,977$2.15M0.68%-43413F-HRTimeline
BigSur Wealth Management LLC12,000$2.14M0.61%013F-HRTimeline
RDA Financial Network11,941$2.13M0.62%+2,56813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,905$2.12M0.08%-17213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,842$2.11M-415Timeline
Argent Trust Co11,813$2.1M0.09%+19113F-HRTimeline
UNIQUE WEALTH, LLC11,775$2.1M0.44%+1,26113F-HRTimeline
Vision Capital Management, Inc.11,736$2.09M0.31%013F-HRTimeline
Sovereign Financial Group, Inc.11,633$2.07M0.48%-45113F-HRTimeline
Provident Investment Management, Inc.11,609$2.07M0.2%+90713F-HRTimeline
Lion Street Advisors, LLC11,539$2.05M0.66%+2,25113F-HRTimeline
Sheridan Capital Management, LLC11,532$2.05M1.44%+6613F-HRTimeline
Carnegie Investment Counsel11,445$2.04M0.06%+4813F-HRTimeline
Tranquility Partners, LLC11,438$2.04M0.77%-9713F-HRTimeline
Anchor Pointe Wealth Management, LLC11,315$2.02M2.63%13F-HRTimeline
Lionsbridge Wealth Management LLC11,322$2.02M1.69%-78113F-HRTimeline
Fort Sheridan Advisors LLC11,322$2.02M0.29%+41213F-HRTimeline
Wallace Advisory Group, LLC11,242$2.02M1.39%-34313F-HRTimeline
Central Pacific Bank - Trust Division11,316$2.02M0.26%+1113F-HRTimeline
New Century Financial Group, LLC11,053$1.98M0.84%-4,31913F-HRTimeline
Marshall Financial Group, LLC11,082$1.97M0.48%-28313F-HRTimeline
Jackson Wealth Management, LLC11,019$1.96M0.22%+45813F-HRTimeline
Henshaw Capital LLC11,000$1.96M0.08%013F-HRTimeline
Hutchens & Kramer Investment Management…10,811$1.93M1.05%+31913F-HRTimeline
TFC Financial Management, Inc.10,742$1.91M0.3%-4613F-HRTimeline
Betterment LLC10,712$1.91M<0.01%-55213F-HRTimeline
Midwest Heritage Bank, FSB10,710$1.91M0.88%-86413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,617$1.89M0.08%013F-HRTimeline
Level Financial Advisors10,551$1.88M0.69%-17013F-HRTimeline
MATAURO, LLC10,537$1.88M0.41%13F-HRTimeline
Global Financial Private Client, LLC10,460$1.86M0.7%-16113F-HRTimeline
Raleigh Capital Management Inc.10,441$1.86M0.72%+15613F-HRTimeline
Merkkuri Wealth Advisors LLC10,389$1.85M1.46%+99113F-HRTimeline
Cooper Financial Group10,377$1.85M0.22%+1,85213F-HRTimeline
Emergent Wealth Advisors, LLC10,361$1.85M1.34%+10113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,355$1.84M0.27%+33113F-HRTimeline
Alta Wealth Advisors LLC10,323$1.84M0.8%+84713F-HRTimeline
Fairvoy Private Wealth, LLC10,234$1.82M0.48%13F-HRTimeline
Paladin Wealth, LLC10,222$1.82M1.57%-11113F-HRTimeline
MKT Advisors LLC10,070$1.82M0.79%-14313F-HRTimeline
PFG Investments, LLC10,177$1.81M0.11%+58713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,123$1.8M1.25%13F-HRTimeline
Catalina Capital Group, LLC10,079$1.79M0.59%+18613F-HRTimeline
Ballentine Partners, LLC10,069$1.79M0.03%+6,48513F-HRTimeline
BRIGHTON JONES LLC10,028$1.79M0.05%+2,02313F-HR/ATimeline
Simplicity Wealth,LLC10,014$1.78M0.37%-33,48913F-HRTimeline
Elios Financial Group Inc.9,937$1.77M0.84%-3613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,911$1.76M0.07%+70313F-HRTimeline
VestGen Investment Management9,889$1.76M0.48%-1,71313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,799$1.75M0.1%+4,38613F-HR/ATimelineGroup
John W. Brooker & Co., CPAs9,773$1.74M0.75%+113F-HRTimeline
Amplius Wealth Advisors, LLC9,716$1.73M0.18%+8613F-HRTimeline
Alliance Wealth Advisors, LLC /UT9,702$1.73M0.45%-16,09813F-HRTimeline
Syntegra Private Wealth Group, LLC9,675$1.72M0.19%-19713F-HRTimeline
Mill Creek Capital Advisors, LLC9,654$1.72M0.04%+49513F-HRTimeline
Abel Hall, LLC9,609$1.71M1.09%013F-HRTimeline
SG Americas Securities, LLC9,461$1.69M0.01%new13F-HRTimeline
NorthCrest Asset Manangement, LLC9,397$1.67M0.05%+54113F-HR/ATimeline
Keel Point, LLC9,385$1.67M0.13%+28213F-HRTimeline
Vantage Point Financial LLC9,379$1.67M0.9%13F-HRTimeline
NorthRock Partners, LLC9,365$1.67M0.05%-2,82213F-HR/ATimeline
Alteri Wealth LLC9,339$1.66M0.46%13F-HRTimeline
L.M. KOHN & COMPANY9,208$1.64M0.42%+2,74913F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,194$1.64M0.06%-1513F-HRTimeline
Union Bancaire Privee, UBP SA9,129$1.63M0.03%13F-HR/ATimeline
Valmark Advisers, Inc.9,151$1.63M0.03%+17913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,142$1.63M0.12%+1,09713F-HRTimeline
Diversified Enterprises, LLC9,107$1.62M0.16%-20313F-HRTimeline
New Republic Capital, LLC9,082$1.62M1.06%+36913F-HRTimeline
Arcadia Wealth Management, LLC8,917$1.59M0.8%+22513F-HRTimeline
Mattern Wealth Management LLC8,913$1.59M0.35%-24813F-HRTimeline
Johnson Bixby & Associates, LLC8,905$1.59M0.24%-33513F-HRTimeline
Curtis Advisory Group, LLC8,886$1.58M0.42%+35013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,880$1.58M0.02%+31013F-HRTimelineGroup
Noble Wealth Management PBC8,854$1.58M1.09%13F-HRTimeline
Resurgent Financial Advisors LLC8,768$1.56M0.92%+1,08013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,717$1.55M0.03%-2,50313F-HRTimeline
USAdvisors Wealth Management, LLC8,718$1.55M0.5%+7413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY8,705$1.55M1.71%13F-HRTimeline
Retirement Planning Group, LLC8,694$1.55M0.08%-6913F-HRTimeline
Tortoise Investment Management, LLC8,679$1.55M0.16%+36013F-HR/ATimeline
Clarendon Private LLC8,605$1.53M1.6%13F-HRTimeline
FWG Investments, LLC.8,561$1.52M1.18%+1,99413F-HRTimeline
Integrated Advisors Network LLC8,489$1.51M0.07%+56113F-HRTimeline
Two West Capital Advisors LLC8,349$1.49M1.27%+1,99913F-HRTimeline
Financial Insights, Inc.8,343$1.49M0.55%-4,01713F-HRTimeline
Pinion Investment Advisors, LLC8,341$1.49M0.59%+1,92713F-HRTimeline
Mainstream Capital Management LLC8,290$1.48M1.03%+21513F-HRTimeline
BAILARD, INC.8,250$1.47M0.04%+24413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,248$1.47M0.05%+21413F-HRTimelineGroup
Sunbelt Securities, Inc.8,192$1.46M0.13%-20813F-HRTimeline
Sightline Wealth Advisors, LLC8,205$1.46M0.79%-85313F-HRTimeline
Arkadios Wealth Advisors8,161$1.45M0.08%-1413F-HRTimeline
Haverford Financial Services, Inc.8,140$1.45M0.44%013F-HRTimeline
Talisman Wealth Advisors LLC8,104$1.44M1.53%-1,87013F-HRTimeline
Quantinno Capital Management LP8,086$1.44M0.01%+18413F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC8,077$1.44M1.41%13F-HRTimeline
DHK Financial Advisors, Inc.8,066$1.44M0.87%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,061$1.44M0.05%-1,01513F-HRTimeline
LexAurum Advisors, LLC8,014$1.43M0.28%+1813F-HRTimeline
COZAD ASSET MANAGEMENT INC7,988$1.42M0.13%-14813F-HRTimeline
Ackerman Capital Advisors, LLC7,973$1.42M0.37%-6313F-HRTimeline
American Trust7,931$1.41M0.11%-10,89613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI7,899$1.41M0.08%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,794$1.39M0.08%-17713F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding7,753$1.38M+3,017Timeline
CPC Advisors, LLC7,744$1.38M0.19%+64113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION7,732$1.38M0.13%-9913F-HRTimeline
Elevate Capital Advisors, LLC7,710$1.37M1.21%13F-HRTimeline
Arax Advisory Partners7,651$1.36M0.09%+7,04713F-HRTimeline
Tempus Wealth Planning, LLC7,634$1.36M0.42%+1,16413F-HRTimeline
Lloyd Advisory Services, LLC.7,629$1.36M0.64%-25313F-HRTimeline
WealthTrak Capital Management LLC7,622$1.36M1.15%13F-HRTimeline
Compass Ion Advisors, LLC7,575$1.35M0.16%-36813F-HRTimeline
Soltis Investment Advisors LLC7,568$1.35M0.12%+30713F-HRTimeline
Columbus Macro, LLC7,541$1.34M0.19%+2,42513F-HRTimeline
MBE Wealth Management, LLC7,530$1.34M0.76%+213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC7,515$1.34M0.18%013F-HRTimeline
Atlatl Advisers LLC7,504$1.34M0.78%13F-HRTimeline
Latitude Advisors, LLC7,474$1.33M0.75%+74913F-HRTimeline
FourThought Financial Partners, LLC7,461$1.33M0.14%+413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,451$1.33M0.01%+1,26613F-HRTimeline
EHRLICH FINANCIAL GROUP7,417$1.32M0.94%-31,25713F-HRTimeline
Clarity Capital Partners LLC7,413$1.32M0.68%-43613F-HRTimeline
Transce3nd, LLC7,398$1.32M0.45%13F-HRTimeline
Accelerate Investment Advisors LLC7,360$1.31M1.16%+1,24813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,323$1.3M0.03%-21213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,300$1.3M<0.01%-24,90013F-HRTimeline
Dynamic Advisor Solutions LLC7,248$1.29M0.06%-29113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC7,149$1.27M0.95%13F-HRTimeline
Dentgroup LLC7,126$1.27M0.97%+32413F-HRTimeline
Patton Albertson Miller Group, LLC7,094$1.26M0.17%+1,58113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,091$1.26M0.77%13F-HRTimeline
Portside Wealth Group, LLC7,067$1.26M0.21%-8,50013F-HR/ATimeline
Semmax Financial Advisors Inc.6,760$1.26M0.34%+45113F-HRTimeline
HB Wealth Management, LLC7,033$1.25M0.01%+7213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,962$1.24M<0.01%-8,65413F-HRTimelineGroup
WT Wealth Management6,878$1.22M0.38%-22013F-HRTimeline
Ardent Capital Management, Inc.6,874$1.22M0.56%013F-HRTimeline
Schrum Private Wealth Management LLC6,863$1.22M1.04%-3,18313F-HRTimeline
Glen Eagle Advisors, LLC6,850$1.22M0.2%+86513F-HRTimeline