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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,496 managers (1,510 13F filers) reported a position in QUAL shares at 2025-06-30, 257,976,309 shares in all. 117 filers opened a position and 81 filers sold out during the quarter.

Managers
1,496
13F filers
1,510
New
117
Added
659
Reduced
498
Sold out
81
Shares held by filers
257,976,309

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Elevate Capital Advisors, LLC15,795$2.89M2.3%+6,34413F-HRTimeline
NorthRock Partners, LLC15,649$2.86M0.07%+1,21013F-HR/ATimeline
Bristlecone Advisors, LLC15,631$2.86M0.24%-20813F-HRTimeline
Cyndeo Wealth Partners, LLC15,596$2.85M0.17%+41413F-HRTimeline
Jaffetilchin Investment Partners, LLC15,482$2.83M0.19%-23913F-HRTimeline
Tradewinds, LLC.15,437$2.82M2.14%+25313F-HRTimeline
Merkkuri Wealth Advisors LLC15,437$2.82M2.14%+2,82213F-HRTimeline
BlackDiamond Wealth Management, LLC15,374$2.82M1.63%+12813F-HRTimeline
10Elms LLP15,399$2.82M2.68%-3,02613F-HRTimeline
GREENLEAF TRUST15,228$2.78M0.02%-1,41613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,226$2.78M0.82%-3,47013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,224$2.78M0.13%+2,74813F-HRTimelineGroup
Quent Capital, LLC15,135$2.77M0.27%-4,72013F-HRTimeline
Edge Financial Advisors LLC15,092$2.76M1.46%new13F-HRTimeline
Carr Financial Group Corp15,036$2.75M0.81%-59113F-HRTimeline
Arkadios Wealth Advisors14,994$2.74M0.08%+84313F-HRTimeline
Balance Wealth Partners LLC14,851$2.71M1.59%-2,95213F-HRTimeline
WESBANCO BANK INC14,797$2.71M0.08%+1,19513F-HRTimeline
Richard P Slaughter Associates Inc14,783$2.7M0.55%-15,74713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,687$2.69M0.06%-3313F-HRTimeline
Marks Group Wealth Management, Inc14,572$2.66M0.25%+12513F-HRTimeline
W ADVISORS, LLC14,555$2.66M1.53%+66513F-HRTimeline
McKinley Carter Wealth Services, Inc.14,547$2.66M0.15%-43213F-HRTimeline
Tortoise Investment Management, LLC14,506$2.65M0.25%+5,82713F-HRTimeline
M Holdings Securities, Inc.14,548$2.65M0.45%new13F-HRTimeline
BRIGHTON JONES LLC14,482$2.65M0.07%+2,47213F-HRTimeline
Elk River Wealth Management LLC14,450$2.64M0.45%-57013F-HRTimeline
Alpha Zero LLC14,330$2.62M1.71%-1,10713F-HRTimeline
Provident Investment Management, Inc.14,273$2.61M0.22%+2,09513F-HRTimeline
J HAGAN CAPITAL, INC.14,083$2.6M1.75%new13F-HRTimeline
RDA Financial Network14,200$2.6M0.7%+55913F-HRTimeline
Institute for Wealth Management, LLC.14,124$2.58M0.29%-1,72513F-HRTimeline
Tyche Wealth Partners LLC14,100$2.58M0.52%+8,63313F-HRTimeline
Flywheel Private Wealth LLC14,050$2.57M2.06%013F-HRTimeline
Gryphon Financial Partners LLC13,972$2.55M0.33%+54813F-HRTimeline
Two West Capital Advisors LLC13,566$2.54M1.66%+2,12813F-HRTimeline
Thrive Wealth Management, LLC13,785$2.52M0.41%+32513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,780$2.52M0.09%-17113F-HRTimelineGroup
Acorn Wealth Advisors, LLC13,755$2.51M0.94%-67613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,729$2.51M0.98%+34713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC13,494$2.47M1.24%+71213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…13,292$2.43M2.76%013F-HRTimeline
Sovereign Financial Group, Inc.13,214$2.42M0.5%+20213F-HRTimeline
Vantage Point Financial LLC13,203$2.41M1.06%+1,65313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC13,191$2.41M0.08%+2,51513F-HRTimeline
MKT Advisors LLC13,135$2.41M0.95%+98013F-HRTimeline
Chicago Partners Investment Group LLC12,905$2.4M0.07%-22213F-HRTimeline
Almanack Investment Partners, LLC.13,010$2.38M0.38%+27813F-HRTimeline
Yukon Wealth Management, Inc.12,936$2.36M0.85%+95213F-HRTimeline
Midwest Heritage Bank, FSB12,865$2.35M0.88%+2,39513F-HRTimeline
Raleigh Capital Management Inc.12,226$2.24M0.94%+19313F-HRTimeline
Argent Trust Co12,215$2.23M0.08%+18413F-HRTimeline
Lion Street Advisors, LLC12,207$2.23M0.68%-1,02513F-HRTimeline
Optivise Advisory Services LLC12,206$2.23M1.14%013F-HRTimeline
Sheridan Capital Management, LLC12,197$2.23M1.54%+613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC12,189$2.23M3.53%+21113F-HRTimeline
Tempus Wealth Planning, LLC12,119$2.22M0.55%+1,97113F-HRTimeline
BigSur Wealth Management LLC12,000$2.19M0.55%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC12,000$2.19M1.62%+1713F-HRTimeline
TFC Financial Management, Inc.11,929$2.18M0.3%+1,40013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,819$2.16M-88Timeline
Mattson Financial Services, LLC11,634$2.13M0.57%-68013F-HRTimeline
Elevated Capital Advisors, LLC12,436$2.13M0.6%013F-HRTimeline
Tranquility Partners, LLC11,617$2.12M0.76%+19013F-HRTimeline
EVERPAR ADVISORS LLC11,579$2.12M0.96%+3,04513F-HRTimeline
Houlihan Financial Resource Group, Ltd.11,535$2.12M0.88%new13F-HRTimeline
YHB Investment Advisors, Inc.11,372$2.08M0.16%+3,55013F-HRTimeline
WealthTrak Capital Management LLC11,320$2.07M1.73%+2,03613F-HRTimeline
Fort Sheridan Advisors LLC11,245$2.06M0.29%-91013F-HRTimeline
ADG Wealth Management Group, LLC11,215$2.05M1.75%new13F-HRTimeline
Elios Financial Group Inc.11,185$2.04M0.93%+82413F-HRTimeline
Midwestern Financial, LLC /IA11,185$2.04M1.92%13F-HRTimeline
RMR Capital Management, LLC11,093$2.03M1.45%-1,32313F-HRTimeline
Ellis Investment Partners, LLC11,074$2.02M0.39%-2,78513F-HRTimeline
Bestgate Wealth Advisors, LLC11,843$2.02M4.19%013F-HRTimeline
Paladin Wealth, LLC11,000$2.01M1.56%+22013F-HRTimeline
Henshaw Capital LLC11,000$2.01M0.08%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,980$2.01M0.28%-39813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,892$1.99M0.07%-91613F-HRTimeline
Accelerate Investment Advisors LLC10,831$1.98M1.47%+1,21313F-HRTimeline
Emergent Wealth Advisors, LLC10,780$1.97M1.26%+29913F-HRTimeline
Global Financial Private Client, LLC10,696$1.96M0.73%+6013F-HRTimeline
PFG Investments, LLC10,688$1.95M0.11%+45713F-HRTimeline
WEDBUSH SECURITIES INC10,662$1.95M0.07%-53,63913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,631$1.94M0.03%+7213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC10,617$1.94M0.08%013F-HRTimeline
Clarendon Private LLC10,527$1.92M1.85%+1,43013F-HRTimeline
Arete Wealth Advisors, LLC10,507$1.92M0.14%-16813F-HRTimeline
Betterment LLC10,417$1.9M<0.01%+33713F-HRTimeline
LexAurum Advisors, LLC10,282$1.88M0.3%+1,24313F-HRTimeline
Hobbs Group Advisors, LLC10,273$1.88M0.64%-2,85513F-HRTimeline
Verdence Capital Advisors LLC10,135$1.85M0.13%-1,61013F-HRTimeline
Level Financial Advisors10,090$1.84M0.57%-43613F-HRTimeline
Alta Wealth Advisors LLC10,087$1.84M0.87%-28913F-HRTimeline
Keel Point, LLC10,086$1.84M0.12%+313F-HRTimeline
Ridgeline Wealth Planning, LLC10,079$1.84M1.52%-29,80913F-HRTimeline
Alteri Wealth LLC10,026$1.83M0.71%+8313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,024$1.83M0.4%+4,09513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,021$1.83M0.51%-3,75113F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC10,018$1.83M0.62%+57513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,000$1.83M0.01%-3,00013F-HRTimelineGroup
Fairvoy Private Wealth, LLC9,938$1.82M0.45%+9213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,896$1.81M0.14%+22513F-HRTimeline
Hutchens & Kramer Investment Management…9,822$1.8M0.83%-1,04513F-HRTimeline
Burton Enright Welch9,834$1.8M0.31%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.9,789$1.78M1.21%-49813F-HRTimeline
Amplius Wealth Advisors, LLC9,702$1.77M0.16%+3513F-HRTimeline
SYNTAX RESEARCH, INC.9,638$1.76M1.25%+75813F-HRTimeline
MATAURO, LLC9,629$1.76M0.33%-89313F-HRTimeline
Abel Hall, LLC9,609$1.76M0.81%013F-HRTimeline
Mattern Wealth Management LLC9,516$1.74M0.36%+44513F-HRTimeline
Vision Capital Management, Inc.9,475$1.73M0.23%-2,16213F-HRTimeline
Syntegra Private Wealth Group, LLC9,464$1.73M0.18%+1213F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…9,443$1.73M1.02%13F-HRTimelineGroup
Talisman Wealth Advisors LLC9,435$1.72M1.58%+57613F-HRTimeline
Diversified Enterprises, LLC9,431$1.72M0.13%-15413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,394$1.72M0.01%+7,62113F-HRTimelineGroup
Resurgent Financial Advisors LLC9,348$1.71M0.94%-20513F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,334$1.71M0.06%013F-HRTimeline
Richmond Investment Services, LLC9,265$1.69M0.36%new13F-HRTimeline
MSH Capital Advisors LLC9,261$1.69M0.49%+53913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC9,126$1.69M1.28%new13F-HRTimeline
Marshall Financial Group, LLC9,110$1.67M0.33%-1,13913F-HRTimeline
Lionsbridge Wealth Management LLC9,068$1.66M1.65%-30113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding9,066$1.66M+293Timeline
Mainstream Capital Management LLC9,034$1.65M1.2%-21513F-HRTimeline
Lifeworks Advisors, LLC9,000$1.65M0.25%+2,19013F-HRTimeline
American Trust8,987$1.64M0.15%+7,58013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,931$1.63M0.04%+2,89613F-HRTimelineGroup
Clear Harbor Asset Management, LLC8,908$1.63M0.12%+57313F-HRTimeline
Semmax Financial Advisors Inc.8,686$1.61M0.42%+82813F-HRTimeline
Arcadia Wealth Management, LLC8,742$1.6M0.7%-16513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,701$1.59M0.05%+64013F-HRTimeline
IEQ CAPITAL, LLC8,652$1.58M0.01%+2,22313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY8,614$1.57M1.38%-5613F-HRTimeline
Shore Point Advisors, LLC8,593$1.57M0.75%new13F-HRTimeline
BAILARD, INC.8,580$1.57M0.04%+43313F-HRTimeline
JT Stratford LLC8,560$1.56M0.24%-36613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,557$1.56M<0.01%new13F-HRTimelineGroup
Cooper Financial Group8,531$1.56M0.18%-6,31113F-HRTimeline
Johnson Bixby & Associates, LLC8,459$1.55M0.21%-17513F-HRTimeline
USAdvisors Wealth Management, LLC8,427$1.54M0.57%+1513F-HRTimeline
Retirement Planning Group, LLC8,404$1.54M0.07%-6013F-HRTimeline
Total Clarity Wealth Management, Inc.8,390$1.53M0.44%-7,06413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC8,376$1.53M0.38%+6,68913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,371$1.53M0.01%+11513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,363$1.53M0.04%-56,32613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp8,338$1.52M0.07%-4,06813F-HRTimelineGroup
Caliber Wealth Management, LLC / KS8,318$1.52M0.16%+1,95313F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding8,301$1.52M-671Timeline
Catalina Capital Group, LLC8,291$1.52M1.02%+20513F-HRTimeline
Dana Investment Advisors, Inc.8,223$1.5M0.05%+47713F-HRTimeline
Horan Securities, Inc.8,207$1.5M0.53%+68513F-HRTimeline
ORG Partners LLC8,152$1.5M0.32%+6,08213F-HRTimeline
Haverford Financial Services, Inc.8,140$1.49M0.44%013F-HRTimeline
Mill Creek Capital Advisors, LLC8,136$1.49M0.03%+613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,121$1.48M0.03%-23113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,093$1.48M0.03%+30813F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC8,075$1.48M0.29%+6,44513F-HRTimeline
DHK Financial Advisors, Inc.8,066$1.47M0.85%-8,06613F-HRTimeline
Schrum Private Wealth Management LLC8,038$1.47M1.18%+52713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,034$1.47M0.04%013F-HRTimelineGroup
Atlatl Advisers LLC7,997$1.46M0.69%+13113F-HRTimeline
Sunbelt Securities, Inc.8,192$1.46M0.13%+4,40313F-HRTimeline
Dynamic Advisor Solutions LLC7,909$1.45M0.04%+30713F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC7,820$1.43M1.23%+6513F-HRTimeline
New Republic Capital, LLC7,819$1.43M0.51%-1,54113F-HRTimeline
GC Wealth Management RIA, LLC7,786$1.42M0.12%+2,99413F-HRTimeline
Lantern Wealth Advisors, LLC7,754$1.42M0.84%13F-HRTimeline
WORLD EQUITY GROUP, INC.7,745$1.42M0.39%-1,28313F-HRTimeline
COZAD ASSET MANAGEMENT INC7,669$1.4M0.12%-12113F-HR/ATimeline
JFS WEALTH ADVISORS, LLC7,664$1.4M0.09%-21913F-HRTimeline
Financial Insights, Inc.7,632$1.4M0.51%-10813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,607$1.39M0.05%+3,89613F-HRTimelineGroup
Soltis Investment Advisors LLC7,582$1.39M0.11%+10313F-HRTimeline
Ackerman Capital Advisors, LLC7,573$1.38M0.32%-33213F-HRTimeline
Patton Albertson Miller Group, LLC7,520$1.37M0.18%+38913F-HRTimeline
MBE Wealth Management, LLC7,506$1.37M0.6%-2013F-HRTimeline
Allen Capital Group, LLC7,504$1.37M0.14%-4313F-HRTimeline
CPC Advisors, LLC7,389$1.35M0.17%-35513F-HRTimeline
Valmark Advisers, Inc.7,369$1.35M0.02%-1,21613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,341$1.34M0.61%+42613F-HRTimeline
Retireful, LLC7,315$1.34M0.92%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,236$1.32M0.06%-3,03313F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION7,227$1.32M0.12%-18813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC7,142$1.31M0.12%-42513F-HRTimeline
Tranquilli Financial Advisor LLC7,129$1.3M0.81%new13F-HRTimeline
Sound Income Strategies, LLC7,125$1.3M0.07%+1,11013F-HRTimeline
GWN SECURITIES INC.7,079$1.3M0.24%-9,64613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI7,074$1.29M0.08%-31013F-HRTimeline
FLP Wealth Management, LLC7,029$1.29M3.61%+913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,028$1.28M0.03%-1,10213F-HRTimelineGroup
WT Wealth Management6,962$1.27M0.38%-54013F-HRTimeline
Midwest Trust Co6,941$1.27M0.02%13F-HRTimeline
Opulen Financial Group LLC6,922$1.27M1.04%+24013F-HRTimeline
Ardent Capital Management, Inc.6,874$1.26M0.6%013F-HRTimeline
Latitude Advisors, LLC6,867$1.26M0.63%-2,33713F-HRTimeline
Raab & Moskowitz Asset Management LLC6,854$1.25M0.3%+1,12513F-HRTimeline
Nikulski Financial, Inc.6,850$1.25M0.34%+113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,837$1.25M0.1%+31313F-HRTimeline