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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,460 managers (1,476 13F filers) reported a position in QUAL shares at 2025-03-31, 251,030,247 shares in all. 83 filers opened a position and 85 filers sold out during the quarter.

Managers
1,460
13F filers
1,476
New
83
Added
704
Reduced
469
Sold out
85
Shares held by filers
251,030,247

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CFM WEALTH PARTNERS LLC16,090$2.75M0.48%+53713F-HRTimeline
CGC Financial Services, LLC16,083$2.75M1.09%-64513F-HRTimeline
Aspire Private Capital, LLC16,043$2.74M0.68%+48313F-HRTimeline
Institute for Wealth Management, LLC.15,849$2.71M0.35%-4,04113F-HRTimeline
Bristlecone Advisors, LLC15,839$2.71M0.22%-1,37513F-HRTimeline
Clearview Wealth Advisors LLC15,815$2.7M2.02%+55413F-HRTimeline
Adero Partners, LLC15,746$2.69M0.18%-6,34113F-HRTimeline
Jaffetilchin Investment Partners, LLC15,721$2.69M0.2%+24113F-HRTimeline
Carr Financial Group Corp15,627$2.67M0.88%-45213F-HRTimeline
Alpha Zero LLC15,437$2.64M2.01%-46213F-HRTimeline
BCU Wealth Advisors, LLC15,258$2.61M1.36%+2,37013F-HRTimeline
BlackDiamond Wealth Management, LLC15,246$2.61M1.76%+61913F-HRTimeline
Tradewinds, LLC.15,184$2.59M0.73%-5,45013F-HRTimeline
Cyndeo Wealth Partners, LLC15,182$2.59M0.17%+35413F-HRTimeline
Elk River Wealth Management LLC15,020$2.57M0.48%-1,78013F-HRTimeline
McKinley Carter Wealth Services, Inc.14,979$2.56M0.16%-1,32713F-HRTimeline
Cooper Financial Group14,842$2.54M0.33%+4,46513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,720$2.52M0.06%+85013F-HRTimeline
Clear Creek Financial Management, LLC14,581$2.49M0.26%+1,51113F-HRTimeline
Marks Group Wealth Management, Inc14,447$2.47M0.24%-11713F-HRTimeline
NorthRock Partners, LLC14,439$2.47M0.08%+5,07413F-HRTimeline
Acorn Wealth Advisors, LLC14,431$2.47M1.03%+6213F-HRTimeline
Apex Wealth Management, LLC14,417$2.46M2.22%-17613F-HRTimeline
Ausdal Financial Partners, Inc.14,392$2.46M0.19%+1,42813F-HRTimeline
REGIMEN WEALTH, LLC14,288$2.44M0.79%-87713F-HRTimeline
Arkadios Wealth Advisors14,151$2.42M0.09%+5,99013F-HRTimeline
Flywheel Private Wealth LLC14,050$2.4M2.19%-9013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,951$2.38M0.09%-40913F-HRTimelineGroup
EWG Elevate Inc.13,906$2.38M0.9%-82,84713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,892$2.37M0.4%-54413F-HRTimeline
W ADVISORS, LLC13,890$2.37M1.49%+81713F-HRTimeline
Ellis Investment Partners, LLC13,859$2.37M0.49%+1,07413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,772$2.35M0.6%+15513F-HRTimelineGroup
RDA Financial Network13,641$2.33M0.7%+1,70013F-HRTimeline
WESBANCO BANK INC13,602$2.32M0.08%+25013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC13,569$2.32M1.18%+11713F-HRTimeline
Thrive Wealth Management, LLC13,460$2.3M0.44%-34213F-HRTimeline
Gryphon Financial Partners LLC13,424$2.29M0.33%+35613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,382$2.29M1.13%-26113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,292$2.27M2.58%-513F-HRTimeline
Lion Street Advisors, LLC13,232$2.26M0.72%+1,69313F-HRTimeline
Chicago Partners Investment Group LLC13,127$2.24M0.07%+30613F-HRTimeline
Hobbs Group Advisors, LLC13,128$2.24M0.85%-3,41813F-HRTimeline
Sovereign Financial Group, Inc.13,012$2.22M0.51%+1,37913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,000$2.22M0.01%013F-HRTimelineGroup
NOVEM GROUP12,817$2.19M0.31%-32513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC12,782$2.18M1.25%-4,86713F-HRTimeline
Almanack Investment Partners, LLC.12,732$2.18M0.43%+8213F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,692$2.17M0.07%-4,85613F-HRTimeline
Merkkuri Wealth Advisors LLC12,615$2.16M1.85%+2,22613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,476$2.13M0.12%+4,68213F-HRTimelineGroup
Elevated Capital Advisors, LLC12,436$2.13M0.6%-65713F-HRTimeline
RMR Capital Management, LLC12,416$2.12M1.53%-36113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,406$2.12M0.1%new13F-HRTimelineGroup
Quantinno Capital Management LP12,379$2.12M0.01%+4,29313F-HRTimeline
First Heartland Consultants, Inc.12,320$2.11M0.22%-9,01613F-HRTimeline
Mattson Financial Services, LLC12,314$2.1M0.63%+33713F-HRTimeline
Optivise Advisory Services LLC12,206$2.09M1.17%-3,98713F-HRTimeline
Sheridan Capital Management, LLC12,191$2.08M1.52%+65913F-HRTimeline
Provident Investment Management, Inc.12,178$2.08M0.2%+56913F-HRTimeline
Fort Sheridan Advisors LLC12,155$2.08M0.32%+83313F-HRTimeline
Raleigh Capital Management Inc.12,033$2.06M0.93%+1,59213F-HRTimeline
Argent Trust Co12,031$2.06M0.08%+21813F-HRTimeline
BRIGHTON JONES LLC12,010$2.05M0.07%+1,98213F-HRTimeline
BigSur Wealth Management LLC12,000$2.05M0.56%013F-HRTimeline
Yukon Wealth Management, Inc.11,984$2.05M0.85%13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC11,983$2.05M1.99%13F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC11,978$2.05M2.71%13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,907$2.03M+65Timeline
Bestgate Wealth Advisors, LLC11,843$2.02M4.19%-29913F-HRTimeline
Savvy Advisors, Inc.11,823$2.02M0.2%+6,84313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,808$2.02M0.07%-9713F-HRTimeline
Verdence Capital Advisors LLC11,745$2.01M0.15%-86813F-HRTimeline
CW Advisors, LLC11,705$2M0.02%+9,98113F-HRTimeline
Vision Capital Management, Inc.11,637$1.99M0.29%-9913F-HRTimeline
RHS Financial, LLC11,601$1.98M1.11%-6,26813F-HRTimeline
Vantage Point Financial LLC11,550$1.97M0.99%+2,17113F-HRTimeline
Tranquility Partners, LLC11,427$1.95M0.75%-1113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,378$1.93M0.29%+1,02313F-HRTimeline
Central Pacific Bank - Trust Division11,101$1.9M0.26%-21513F-HRTimeline
Henshaw Capital LLC11,000$1.88M0.08%013F-HRTimeline
MKT Advisors LLC12,155$1.88M0.88%+2,08513F-HRTimeline
Two West Capital Advisors LLC11,438$1.87M1.56%+3,08913F-HRTimeline
Hutchens & Kramer Investment Management…10,867$1.86M1.02%+5613F-HRTimeline
Paladin Wealth, LLC10,780$1.84M1.65%+55813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,676$1.82M0.06%+76513F-HRTimeline
Arete Wealth Advisors, LLC10,675$1.82M0.14%-3,30813F-HRTimeline
Global Financial Private Client, LLC10,636$1.82M0.69%+17613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,617$1.81M0.08%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,559$1.8M0.03%+4,65013F-HRTimeline
TFC Financial Management, Inc.10,529$1.8M0.28%-21313F-HRTimeline
Level Financial Advisors10,526$1.8M0.61%-2513F-HRTimeline
MATAURO, LLC10,522$1.8M0.37%-1513F-HRTimeline
Emergent Wealth Advisors, LLC10,481$1.79M1.3%+12013F-HRTimeline
Midwest Heritage Bank, FSB10,470$1.79M0.74%-24013F-HRTimeline
Alta Wealth Advisors LLC10,376$1.77M0.81%+5313F-HRTimeline
Elios Financial Group Inc.10,361$1.77M0.87%+42413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,287$1.76M1.2%+16413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,269$1.75M0.1%+47013F-HR/ATimelineGroup
Marshall Financial Group, LLC10,249$1.75M0.38%-83313F-HRTimeline
PFG Investments, LLC10,231$1.75M0.11%+5413F-HRTimeline
Triumph Capital Management10,214$1.75M0.58%-5,09313F-HRTimeline
Tempus Wealth Planning, LLC10,148$1.73M0.52%+2,51413F-HRTimeline
Keel Point, LLC10,083$1.72M0.13%+69813F-HRTimeline
Betterment LLC10,080$1.72M<0.01%-63213F-HRTimeline
Alteri Wealth LLC9,943$1.7M0.75%+60413F-HRTimeline
Fairvoy Private Wealth, LLC9,846$1.68M0.46%-38813F-HRTimeline
Curtis Advisory Group, LLC9,802$1.68M0.49%+91613F-HRTimeline
John W. Brooker & Co., CPAs9,773$1.67M0.69%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,671$1.65M0.15%+52913F-HR/ATimeline
Amplius Wealth Advisors, LLC9,667$1.65M0.17%-4913F-HRTimeline
Accelerate Investment Advisors LLC9,618$1.64M1.38%+2,25813F-HRTimeline
Abel Hall, LLC9,609$1.64M0.99%013F-HRTimeline
Diversified Enterprises, LLC9,585$1.64M0.14%+47813F-HRTimeline
Resurgent Financial Advisors LLC9,553$1.63M0.98%+78513F-HRTimeline
Syntegra Private Wealth Group, LLC9,452$1.62M0.19%-22313F-HRTimeline
Elevate Capital Advisors, LLC9,451$1.62M1.49%+1,74113F-HRTimeline
Lionsbridge Wealth Management LLC9,369$1.6M1.42%-1,95313F-HRTimeline
New Republic Capital, LLC9,360$1.6M0.69%+27813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,443$1.6M0.62%-4,30313F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,334$1.6M0.06%+14013F-HRTimeline
WealthTrak Capital Management LLC9,284$1.59M1.37%+1,66213F-HRTimeline
Mainstream Capital Management LLC9,249$1.58M1.25%+95913F-HRTimeline
Latitude Advisors, LLC9,204$1.57M0.91%+1,73013F-HRTimeline
VestGen Investment Management9,117$1.56M1.18%-77213F-HRTimeline
Clarendon Private LLC9,097$1.55M1.64%+49213F-HRTimeline
Mattern Wealth Management LLC9,071$1.55M0.34%+15813F-HRTimeline
WORLD EQUITY GROUP, INC.9,028$1.55M0.44%+2,90413F-HRTimeline
LexAurum Advisors, LLC9,039$1.54M0.3%+1,02513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding8,972$1.54M+1,219Timeline
JT Stratford LLC8,926$1.53M0.27%+2,33113F-HRTimeline
Arcadia Wealth Management, LLC8,907$1.52M0.75%-1013F-HRTimeline
SYNTAX RESEARCH, INC.8,880$1.52M1.05%+2,45613F-HRTimeline
Talisman Wealth Advisors LLC8,859$1.51M1.56%+75513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding8,773$1.5M+5,787Timeline
MSH Capital Advisors LLC8,722$1.49M0.46%+3,74513F-HRTimeline
Tortoise Investment Management, LLC8,679$1.48M0.15%013F-HR/ATimeline
RETIREMENT PLANNING GROUP, LLC / NY8,670$1.48M1.51%-3513F-HRTimeline
Johnson Bixby & Associates, LLC8,634$1.48M0.22%-27113F-HRTimeline
Union Bancaire Privee, UBP SA8,663$1.47M0.03%-46613F-HRTimeline
Valmark Advisers, Inc.8,585$1.47M0.02%-56613F-HRTimeline
EVERPAR ADVISORS LLC8,534$1.46M0.77%+1,85013F-HRTimeline
Retirement Planning Group, LLC8,464$1.45M0.07%-23013F-HRTimeline
USAdvisors Wealth Management, LLC8,412$1.44M0.5%-30613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,352$1.43M0.04%-36513F-HRTimeline
Clear Harbor Asset Management, LLC8,335$1.42M0.11%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC8,276$1.41M0.01%+1,47013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.8,256$1.41M0.01%+80513F-HRTimeline
Transce3nd, LLC8,232$1.41M0.63%+83413F-HRTimeline
BAILARD, INC.8,147$1.39M0.04%-10313F-HRTimeline
Haverford Financial Services, Inc.8,140$1.39M0.43%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,130$1.39M0.03%+1,91113F-HRTimelineGroup
Mill Creek Capital Advisors, LLC8,130$1.39M0.03%-1,52413F-HRTimeline
Catalina Capital Group, LLC8,086$1.38M0.92%-1,99313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,061$1.38M0.05%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,034$1.37M0.04%-21413F-HRTimelineGroup
Noble Wealth Management PBC8,024$1.37M0.94%-83013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,023$1.37M0.03%+70013F-HRTimeline
Ackerman Capital Advisors, LLC7,905$1.35M0.36%-6813F-HRTimeline
JFS WEALTH ADVISORS, LLC7,883$1.35M0.09%+1,07913F-HRTimeline
Atlatl Advisers LLC7,866$1.34M0.87%+36213F-HRTimeline
Semmax Financial Advisors Inc.7,858$1.34M0.36%+1,09813F-HRTimeline
MGO ONE SEVEN LLC7,842$1.34M0.05%-36,74613F-HRTimeline
YHB Investment Advisors, Inc.7,822$1.34M0.11%+3,01313F-HRTimeline
COZAD ASSET MANAGEMENT INC7,790$1.33M0.13%-19813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,785$1.33M0.03%+1,63413F-HRTimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC7,755$1.33M1.27%-32213F-HRTimeline
Dana Investment Advisors, Inc.7,746$1.32M0.05%+99313F-HRTimeline
CPC Advisors, LLC7,744$1.32M0.18%013F-HRTimeline
Financial Insights, Inc.7,740$1.32M0.53%-60313F-HRTimeline
FINANCIAL COUNSELORS INC7,613$1.3M0.02%+4,28113F-HRTimeline
Eldridge Investment Advisors, Inc.7,605$1.3M0.3%-36,57713F-HRTimeline
Dynamic Advisor Solutions LLC7,602$1.3M0.04%+35413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC7,567$1.29M0.13%+73913F-HRTimeline
Allen Capital Group, LLC7,547$1.29M0.15%+1,77813F-HRTimeline
MBE Wealth Management, LLC7,526$1.29M0.62%-413F-HRTimeline
Horan Securities, Inc.7,522$1.29M0.49%+2,69113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC7,515$1.28M0.17%013F-HRTimeline
Schrum Private Wealth Management LLC7,511$1.28M1.13%+64813F-HRTimeline
WT Wealth Management7,502$1.28M0.42%+62413F-HRTimeline
Soltis Investment Advisors LLC7,479$1.28M0.11%-8913F-HRTimeline
Vermillion & White Wealth Management Gr…7,420$1.27M0.92%-7,55913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION7,415$1.27M0.12%-31713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI7,384$1.26M0.07%-51513F-HRTimeline
Clarity Capital Partners LLC7,290$1.25M0.5%-12313F-HRTimeline
Dentgroup LLC7,278$1.24M0.93%+15213F-HRTimeline
Patton Albertson Miller Group, LLC7,131$1.22M0.18%+3713F-HR/ATimeline
Claris Financial LLC6,835$1.22M0.8%013F-HRTimeline
FLP Wealth Management, LLC7,020$1.2M3.81%+1,28913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,991$1.19M0.84%-15813F-HRTimeline
Capital A Wealth Management, LLC6,955$1.19M1.25%-16,53613F-HRTimeline
EHRLICH FINANCIAL GROUP6,939$1.19M0.86%-47813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,915$1.18M0.66%-17613F-HRTimeline
Waypoint Wealth Partners Inc.6,907$1.18M0.33%-5,34313F-HRTimeline
Continuum Advisory, LLC6,886$1.18M0.15%+11513F-HRTimeline
Ardent Capital Management, Inc.6,874$1.17M0.51%013F-HRTimeline
Nikulski Financial, Inc.6,849$1.17M0.35%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,845$1.17M0.32%-40,16013F-HRTimeline
Avantra Family Wealth, Inc.6,828$1.17M1.12%+12113F-HRTimeline
Lifeworks Advisors, LLC6,810$1.16M0.19%+1,55313F-HRTimeline