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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,506 managers (1,520 13F filers) reported a position in QUAL shares at 2025-09-30, 236,578,905 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
1,506
13F filers
1,520
New
77
Added
506
Reduced
697
Sold out
70
Shares held by filers
236,578,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Thrive Wealth Management, LLC14,387$2.8M0.42%+60213F-HRTimeline
Flywheel Private Wealth LLC14,300$2.78M2.17%+25013F-HRTimeline
Edge Financial Advisors LLC14,273$2.78M1.24%-81913F-HRTimeline
Alpha Zero LLC14,255$2.77M1.61%-7513F-HRTimeline
EVERPAR ADVISORS LLC14,226$2.77M1.09%+2,64713F-HRTimeline
BRIGHTON JONES LLC14,152$2.75M0.07%-33013F-HRTimeline
Provident Investment Management, Inc.14,115$2.75M0.24%-15813F-HRTimeline
Vantage Point Financial LLC13,907$2.7M1.05%+70413F-HRTimeline
Gryphon Financial Partners LLC13,882$2.7M0.31%-9013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,820$2.69M1.51%-11,73413F-HRTimeline
Keel Point, LLC13,818$2.69M0.17%+3,73213F-HRTimeline
GREENLEAF TRUST13,745$2.67M0.02%-1,48313F-HRTimeline
Northwest Capital Management Inc13,737$2.67M2.81%-6,27413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,731$2.67M0.08%-4913F-HRTimelineGroup
W ADVISORS, LLC13,687$2.66M1.4%-86813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,672$2.66M0.89%-5713F-HRTimeline
WBH ADVISORY INC13,600$2.65M0.2%-35,24313F-HRTimeline
Gotham Asset Management, LLC13,469$2.62M0.01%+7,13713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,186$2.56M0.06%+4,48513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,143$2.56M0.1%-2,08113F-HRTimelineGroup
Almanack Investment Partners, LLC.13,062$2.54M0.39%+5213F-HRTimeline
Tradewinds, LLC.13,008$2.53M0.62%-2,42913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…12,913$2.51M2.48%-37913F-HRTimeline
Chicago Partners Investment Group LLC12,589$2.51M0.07%-31613F-HRTimeline
Midwest Heritage Bank, FSB12,872$2.5M0.89%+713F-HRTimeline
Merkkuri Wealth Advisors LLC12,774$2.48M1.8%-2,66313F-HRTimeline
Yukon Wealth Management, Inc.12,743$2.48M0.81%-19313F-HRTimeline
ADG Wealth Management Group, LLC12,719$2.47M1.97%+1,50413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,639$2.46M0.07%-55213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,632$2.46M0.17%-4,03413F-HRTimeline
GC Wealth Management RIA, LLC12,514$2.43M0.08%+4,72813F-HRTimeline
Institute for Wealth Management, LLC.12,486$2.43M0.25%-1,63813F-HRTimeline
Frisch Financial Group, Inc.12,467$2.42M0.56%new13F-HRTimeline
Tempus Wealth Planning, LLC12,302$2.39M0.55%+18313F-HRTimeline
Financial Advocates Investment Manageme…12,028$2.34M1.32%-100,27413F-HRTimeline
BigSur Wealth Management LLC12,000$2.33M0.57%013F-HRTimeline
Bestgate Wealth Advisors, LLC11,990$2.33M4.12%+14713F-HRTimeline
TFC Financial Management, Inc.11,923$2.32M0.3%-613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,912$2.32M0.14%+2,01613F-HRTimeline
Fort Sheridan Advisors LLC11,809$2.3M0.3%+56413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,686$2.27M-133Timeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,676$2.27M0.27%+69613F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC11,651$2.27M1.4%-34913F-HRTimeline
MONECO ADVISORS, LLC11,648$2.27M0.19%-6,82313F-HRTimeline
Tranquility Partners, LLC11,589$2.25M0.76%-2813F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…11,471$2.23M1.27%+2,02813F-HRTimelineGroup
Activest Wealth Management11,361$2.2M0.45%+10,71613F-HRTimeline
Clarendon Private LLC11,280$2.19M1.99%+75313F-HRTimeline
YHB Investment Advisors, Inc.11,252$2.19M0.16%-12013F-HRTimeline
Sovereign Financial Group, Inc.11,168$2.17M0.41%-2,04613F-HRTimeline
Two West Capital Advisors LLC11,019$2.17M1.31%-2,54713F-HRTimeline
Argent Trust Co11,108$2.16M0.08%-1,10713F-HRTimeline
WEDBUSH SECURITIES INC11,074$2.15M0.07%+41213F-HRTimeline
PATTEN & PATTEN INC/TN11,047$2.15M0.13%new13F-HRTimeline
Elevated Capital Advisors, LLC11,030$2.15M0.53%-1,40613F-HRTimeline
WealthTrak Capital Management LLC11,028$2.14M1.77%-29213F-HRTimeline
MKT Advisors LLC10,949$2.14M0.8%-2,18613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,015$2.14M0.07%+12313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,012$2.14M0.41%+5,52713F-HRTimeline
Henshaw Capital LLC11,000$2.14M0.08%013F-HRTimeline
Emergent Wealth Advisors, LLC10,994$2.14M1.24%+21413F-HRTimeline
WESBANCO BANK INC10,951$2.13M0.06%-3,84613F-HRTimeline
RMR Capital Management, LLC10,942$2.13M1.49%-15113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,875$2.11M0.01%+87513F-HRTimelineGroup
Talisman Wealth Advisors LLC10,859$2.11M1.75%+1,42413F-HRTimeline
Hansen & Associates Financial Group, In…10,703$2.1M0.88%new13F-HRTimeline
Ellis Investment Partners, LLC10,752$2.09M0.38%-32213F-HRTimeline
HORAN Wealth, LLC10,625$2.07M0.33%+8,03313F-HRTimeline
WealthPlan Investment Management, LLC10,502$2.04M0.14%-28,00013F-HRTimeline
Verdence Capital Advisors LLC10,216$2.03M0.12%+8113F-HRTimeline
Raleigh Capital Management Inc.10,308$2M0.76%-1,91813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,296$2M<0.01%-33,13113F-HRTimelineGroup
Betterment LLC10,288$2M<0.01%-12913F-HRTimeline
Smart Money Group LLC10,288$2M0.59%new13F-HRTimeline
PFG Investments, LLC10,225$1.99M0.1%-46313F-HRTimeline
Clear Harbor Asset Management, LLC10,220$1.99M0.14%+1,31213F-HR/ATimeline
Trademark Financial Management, LLC10,187$1.98M1.15%-5,65013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,117$1.97M+1,051Timeline
Alta Wealth Advisors LLC10,110$1.97M0.7%+2313F-HRTimeline
Arete Wealth Advisors, LLC10,043$1.95M0.12%-46413F-HRTimeline
Alteri Wealth LLC10,037$1.95M0.67%+1113F-HRTimeline
Raab & Moskowitz Asset Management LLC10,034$1.95M0.44%+3,18013F-HRTimeline
Meridian Wealth Management, LLC10,020$1.95M0.07%+3,31913F-HRTimeline
Global Financial Private Client, LLC9,976$1.94M0.69%-72013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC9,952$1.94M0.97%-3,54213F-HRTimeline
Robertson Stephens Wealth Management, L…9,949$1.94M0.06%-24,55613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,852$1.92M0.12%-15,67413F-HRTimeline
Fairvoy Private Wealth, LLC9,817$1.91M0.43%-12113F-HRTimeline
Burton Enright Welch9,791$1.9M0.29%-4313F-HRTimeline
Portus Wealth Advisors, LLC9,755$1.9M1.89%13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC9,743$1.9M1.38%+61713F-HRTimeline
SYNTAX RESEARCH, INC.9,569$1.86M1.2%-6913F-HRTimeline
Abel Hall, LLC9,565$1.86M0.75%-4413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,558$1.86M0.57%-46013F-HRTimeline
Accelerate Investment Advisors LLC9,547$1.86M1.26%-1,28413F-HRTimeline
Level Financial Advisors9,513$1.85M0.52%-57713F-HRTimeline
MATAURO, LLC9,505$1.85M0.29%-12413F-HRTimeline
Diversified Enterprises, LLC9,438$1.84M0.12%+713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC9,399$1.83M0.02%-1,23213F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,348$1.82M0.06%+1413F-HRTimeline
Soltis Investment Advisors LLC9,321$1.81M0.13%+1,73913F-HRTimeline
Ridgeline Wealth Planning, LLC9,179$1.79M1.34%-90013F-HRTimeline
Lionsbridge Wealth Management LLC9,179$1.79M1.76%+11113F-HRTimeline
LexAurum Advisors, LLC9,021$1.75M0.25%-1,26113F-HRTimeline
Mainstream Capital Management LLC9,011$1.75M1.17%-2313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,998$1.75M0.04%+90513F-HRTimelineGroup
Shore Point Advisors, LLC8,981$1.75M0.77%+38813F-HRTimeline
Syntegra Private Wealth Group, LLC8,968$1.74M0.16%-49613F-HRTimeline
Balance Wealth Partners LLC8,966$1.74M0.43%-5,88513F-HRTimeline
Mattern Wealth Management LLC8,914$1.73M0.35%-60213F-HRTimeline
Richmond Investment Services, LLC8,905$1.73M0.32%-36013F-HRTimeline
Cooper Financial Group8,883$1.73M0.19%+35213F-HRTimeline
Belpointe Asset Management LLC8,866$1.72M0.07%+4,63613F-HRTimeline
Glen Eagle Advisors, LLC8,836$1.72M0.24%+2,24613F-HRTimeline
Catalina Capital Group, LLC8,776$1.71M1.05%+48513F-HRTimeline
Hutchens & Kramer Investment Management…8,757$1.7M0.67%-1,06513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY8,629$1.68M1.26%+1513F-HRTimeline
BAILARD, INC.8,604$1.67M0.04%+2413F-HRTimeline
Haverford Financial Services, Inc.8,550$1.66M0.47%+41013F-HRTimeline
Vision Capital Management, Inc.8,550$1.66M0.21%-92513F-HRTimeline
Caliber Wealth Management, LLC / KS8,516$1.66M0.18%+19813F-HRTimeline
Midwestern Financial, LLC /IA8,480$1.65M1.42%-2,70513F-HRTimeline
Richard P Slaughter Associates Inc8,473$1.65M0.36%-6,31013F-HRTimeline
Johnson Bixby & Associates, LLC8,460$1.65M0.21%+113F-HRTimeline
Lifeworks Advisors, LLC8,425$1.64M0.22%-57513F-HRTimeline
Marshall Financial Group, LLC8,413$1.64M0.32%-69713F-HRTimeline
Arcadia Wealth Management, LLC8,398$1.63M0.65%-34413F-HRTimeline
USAdvisors Wealth Management, LLC8,395$1.63M0.56%-3213F-HRTimeline
WORLD EQUITY GROUP, INC.8,305$1.62M0.37%+56013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,255$1.61M0.01%-1,13913F-HRTimelineGroup
Retirement Planning Group, LLC8,199$1.59M0.06%-20513F-HRTimeline
Schrum Private Wealth Management LLC8,167$1.59M1.16%+12913F-HRTimeline
Mill Creek Capital Advisors, LLC8,152$1.59M0.03%+1613F-HRTimeline
Dana Investment Advisors, Inc.8,149$1.58M0.05%-7413F-HRTimeline
Brady Martz Wealth Solutions, LLC8,075$1.57M0.29%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,034$1.56M0.04%013F-HRTimelineGroup
RDA Financial Network8,033$1.56M0.39%-6,16713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO8,020$1.56M0.03%-10113F-HRTimeline
Sound Income Strategies, LLC7,948$1.56M0.09%+82313F-HRTimeline
Magnus Financial Group LLC7,955$1.55M0.12%-9,84513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,931$1.54M0.05%+32413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC7,912$1.54M0.11%+4,28513F-HRTimeline
Atlatl Advisers LLC7,903$1.54M0.61%-9413F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC7,789$1.52M1.2%-3113F-HRTimeline
JFS WEALTH ADVISORS, LLC7,749$1.51M0.09%+8513F-HRTimeline
MSH Capital Advisors LLC7,734$1.5M0.4%-1,52713F-HRTimeline
CPC Advisors, LLC7,724$1.5M0.16%+33513F-HRTimeline
Avantra Family Wealth, Inc.7,674$1.49M1.12%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC7,669$1.49M0.12%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,650$1.49M0.02%+3,13513F-HRTimelineGroup
Dynamic Advisor Solutions LLC7,622$1.48M0.04%-28713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,606$1.48M0.45%-2,41513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.7,561$1.47M0.06%+32513F-HRTimelineGroup
Total Clarity Wealth Management, Inc.7,532$1.46M0.39%-85813F-HRTimeline
Allen Capital Group, LLC7,504$1.46M0.14%013F-HRTimeline
New Republic Capital, LLC7,493$1.46M0.45%-32613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.7,472$1.45M0.93%-2,31713F-HRTimeline
Ackerman Capital Advisors, LLC7,427$1.44M0.3%-14613F-HRTimeline
MBE Wealth Management, LLC7,378$1.44M0.62%-12813F-HRTimeline
Financial Insights, Inc.7,378$1.44M0.48%-25413F-HRTimeline
Lantern Wealth Advisors, LLC7,369$1.43M0.76%-38513F-HRTimeline
Capital Investment Counsel, LLC7,326$1.42M0.21%+3,24413F-HRTimeline
LGT Financial Advisors LLC7,320$1.42M3.07%+60313F-HRTimeline
Valmark Advisers, Inc.7,300$1.42M0.02%-6913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,278$1.42M0.09%+1,24413F-HRTimeline
WT Wealth Management7,261$1.41M0.41%+29913F-HRTimeline
IFS Group,LLC7,179$1.41M1.24%13F-HRTimeline
Latitude Advisors, LLC7,196$1.4M0.64%+32913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,176$1.4M0.02%+87913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,172$1.4M0.03%+14413F-HRTimelineGroup
Investors Research Corp7,156$1.39M0.26%+49613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,148$1.39M0.51%-19313F-HRTimeline
Strategic Wealth Partners, Ltd.7,146$1.39M0.1%+6,42813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC7,142$1.39M0.12%013F-HRTimeline
Tranquilli Financial Advisor LLC7,124$1.39M0.82%-513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,070$1.38M0.27%13F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION7,066$1.37M0.12%-16113F-HRTimeline
JT Stratford LLC6,957$1.35M0.18%-1,60313F-HRTimeline
Opulen Financial Group LLC6,900$1.34M1.02%-2213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC6,899$1.34M0.28%-3,12513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,894$1.34M0.08%-18013F-HRTimeline
Ardent Capital Management, Inc.6,874$1.34M0.57%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,835$1.33M0.03%-2,09613F-HRTimelineGroup
FWG Investments, LLC.6,833$1.33M0.91%+1,05313F-HRTimeline
COWA, LLC6,822$1.33M0.44%+99013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,776$1.32M<0.01%-45,26113F-HRTimelineGroup
Resurgent Financial Advisors LLC6,751$1.31M0.64%-2,59713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,732$1.31M0.32%-8,49413F-HRTimeline
Quadcap Wealth Management, LLC6,653$1.29M0.15%-9513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,613$1.29M0.17%+1413F-HRTimeline
Bernardo Wealth Planning LLC6,611$1.29M0.25%+213F-HRTimeline
Hobbs Group Advisors, LLC6,577$1.28M0.4%-3,69613F-HRTimeline
Nikulski Financial, Inc.6,574$1.28M0.32%-27613F-HRTimeline
Noble Wealth Management PBC6,567$1.28M0.68%13F-HRTimeline
Saiph Capital, LLC6,563$1.28M0.46%+613F-HRTimeline
Lloyd Advisory Services, LLC.6,556$1.28M0.6%+28513F-HRTimeline
Semus Wealth Partners LLC6,548$1.27M0.72%-10913F-HRTimeline
Per Stirling Capital Management, LLC.6,530$1.27M0.15%-36,49813F-HRTimeline
EHRLICH FINANCIAL GROUP6,513$1.27M0.75%-5413F-HRTimeline
FourThought Financial Partners, LLC6,500$1.26M0.11%-513F-HRTimeline