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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,616 managers (1,632 13F filers) reported a position in QUAL shares at 2025-12-31, 205,760,421 shares in all. 82 filers opened a position and 76 filers sold out during the quarter.

Managers
1,616
13F filers
1,632
New
82
Added
450
Reduced
740
Sold out
76
Shares held by filers
205,760,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Elk River Wealth Management LLC14,194$2.82M0.45%-25613F-HRTimeline
A4 Wealth Advisors LLC14,167$2.81M2.44%-2,93513F-HRTimeline
NorthRock Partners, LLC14,100$2.8M0.05%-1,34113F-HRTimeline
Thrive Wealth Management, LLC14,074$2.8M0.41%-31313F-HRTimeline
Alpha Zero LLC14,028$2.79M1.52%-22713F-HRTimeline
Keel Point, LLC13,890$2.76M0.17%+7213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,881$2.76M0.08%+15013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP13,829$2.75M0.06%-1,08413F-HRTimeline
Provident Investment Management, Inc.13,813$2.74M0.25%-30213F-HRTimeline
Yukon Wealth Management, Inc.13,525$2.73M1.57%+78213F-HRTimeline
Hoxton Planning & Management, LLC13,689$2.72M0.81%-11,98313F-HRTimeline
Providence First Trust Co13,681$2.72M0.94%-5,06613F-HRTimeline
GREENLEAF TRUST13,675$2.72M0.02%-7013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.13,630$2.71M2.52%13F-HRTimeline
M Holdings Securities, Inc.13,488$2.68M0.19%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.13,472$2.68M0.15%-1,12513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,437$2.67M0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,412$2.66M0.03%-4,41913F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC13,347$2.65M0.83%-32513F-HRTimeline
Clarendon Private LLC13,329$2.65M2.24%+2,04913F-HRTimeline
10Elms LLP13,308$2.64M2.42%-1,34613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,186$2.62M0.06%013F-HRTimeline
Retirement Wealth Solutions LLC13,164$2.61M1.65%-6,83813F-HRTimeline
Tradewinds, LLC.13,135$2.61M0.62%+12713F-HRTimeline
Cornerstone Planning Group LLC12,738$2.6M0.41%-7,87513F-HRTimeline
WBH ADVISORY INC13,063$2.59M0.19%-53713F-HRTimeline
Etesian Wealth Advisors, Inc.13,009$2.58M0.81%+7,20613F-HRTimeline
ADG Wealth Management Group, LLC12,961$2.57M1.95%+24213F-HRTimeline
Cadia Private Client LLC12,876$2.56M2.03%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,822$2.55M1.38%-99813F-HRTimeline
Gotham Asset Management, LLC12,733$2.53M0.01%-73613F-HRTimeline
Unify Financial Advisors12,705$2.52M2.63%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…12,638$2.51M2.06%-27513F-HRTimeline
Almanack Investment Partners, LLC.12,601$2.5M0.43%-46113F-HRTimeline
Lloyd Advisory Services, LLC.12,482$2.48M0.96%+5,92613F-HRTimeline
Chicago Partners Investment Group LLC12,193$2.47M0.06%-39613F-HRTimeline
Alta Wealth Advisors LLC12,402$2.46M0.82%+2,29213F-HRTimeline
BlackDiamond Wealth Management, LLC12,063$2.46M1.2%-3,23513F-HRTimeline
Raab & Moskowitz Asset Management LLC12,353$2.45M0.54%+2,31913F-HRTimeline
Ellis Investment Partners, LLC12,340$2.45M0.43%+1,58813F-HRTimeline
GC Wealth Management RIA, LLC12,272$2.44M0.09%-24213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,271$2.44M0.29%+59513F-HRTimeline
Wells Financial Advisors INC12,111$2.41M4.57%-4,53213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,087$2.4M0.04%new13F-HRTimelineGroup
BigSur Wealth Management LLC12,000$2.38M0.58%013F-HRTimeline
Bestgate Wealth Advisors, LLC11,995$2.38M4.19%+513F-HRTimeline
Signal Advisors Wealth, LLC11,963$2.38M0.19%-6,74413F-HRTimeline
Meridian Wealth Management, LLC11,885$2.36M0.08%+1,86513F-HRTimeline
TFC Financial Management, Inc.11,875$2.36M0.3%-4813F-HRTimeline
J HAGAN CAPITAL, INC.11,873$2.36M1.3%-3,49513F-HRTimeline
Hansen & Associates Financial Group, In…11,562$2.35M1.29%+85913F-HRTimeline
LARCH CAPITAL PARTNERS LLC11,833$2.35M0.32%13F-HRTimeline
Fort Sheridan Advisors LLC11,816$2.35M0.3%+713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,759$2.34M0.11%-15313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC11,494$2.33M1.09%-15713F-HRTimeline
EQ LLC11,640$2.31M0.67%-7,23013F-HRTimeline
MONECO ADVISORS, LLC11,488$2.28M0.18%-16013F-HRTimeline
NWAM LLC11,187$2.27M0.13%-10,96513F-HRTimeline
Tranquility Partners, LLC11,126$2.21M0.8%-46313F-HRTimeline
Asempa Wealth Advisors11,114$2.21M1.9%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,104$2.21M0.07%+8913F-HRTimeline
PATTEN & PATTEN INC/TN11,047$2.19M0.13%013F-HRTimeline
Henshaw Capital LLC11,000$2.18M0.08%013F-HRTimeline
Elevated Capital Advisors, LLC10,986$2.18M0.51%-4413F-HRTimeline
MATHER GROUP, LLC.10,980$2.18M0.02%-6,95813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,978$2.18M0.27%+8,87513F-HRTimeline
Talisman Wealth Advisors LLC10,916$2.17M1.69%+5713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,924$2.17M0.08%-2,21913F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,875$2.16M0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding10,813$2.15M-873Timeline
HORAN Wealth, LLC10,809$2.15M0.33%+18413F-HRTimeline
YHB Investment Advisors, Inc.10,808$2.15M0.15%-44413F-HRTimeline
XY Planning Network, Inc.10,796$2.14M0.37%new13F-HRTimeline
Argent Trust Co10,776$2.14M0.07%-33213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,770$2.14M+653Timeline
RMR Capital Management, LLC10,693$2.12M1.53%-24913F-HRTimeline
Integrated Wealth Management10,656$2.12M2.38%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC10,650$2.12M0.4%-36213F-HRTimeline
BLALOCK WILLIAMS, LLC10,645$2.11M1.69%-6,84513F-HRTimeline
WESBANCO BANK INC10,583$2.1M0.06%-36813F-HRTimeline
Midwest Heritage Bank, FSB10,570$2.1M0.72%-2,30213F-HRTimeline
SYNTAX RESEARCH, INC.10,532$2.09M1.29%+96313F-HRTimeline
Alteri Wealth LLC10,465$2.08M0.67%+42813F-HRTimeline
W ADVISORS, LLC10,462$2.08M1.05%-3,22513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,430$2.07M0.03%+1,03113F-HRTimeline
BUSH INVESTMENT GROUP, LLC10,395$2.06M1.16%-10,38713F-HRTimeline
BridgePort Financial Solutions, LLC10,230$2.03M0.55%-6,91213F-HRTimeline
Clear Harbor Asset Management, LLC10,225$2.03M0.14%+513F-HRTimeline
WealthPoint Financial, LLC10,176$2.02M1.76%13F-HRTimeline
Emergent Wealth Advisors, LLC10,160$2.02M1.14%-83413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,158$2.02M<0.01%-13813F-HRTimelineGroup
WealthPlan Investment Management, LLC10,156$2.02M0.13%-34613F-HRTimeline
RED REEF ADVISORS LLC10,121$2.01M2.05%13F-HRTimeline
NORTHLAND SECURITIES, INC.10,060$2M1.92%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC9,978$2M0.03%+4,35713F-HRTimeline
Smart Money Group LLC9,997$1.99M0.58%-29113F-HRTimeline
Chatterton & Associates Inc.9,984$1.98M1.7%13F-HRTimeline
Institute for Wealth Management, LLC.9,915$1.97M0.21%-2,57113F-HRTimeline
Global Financial Private Client, LLC9,788$1.94M0.68%-18813F-HRTimeline
Archer Investment Management, LLC9,788$1.94M1.05%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,777$1.94M0.12%-2,85513F-HRTimeline
Burton Enright Welch9,766$1.94M0.27%-2513F-HRTimeline
Midwestern Financial, LLC /IA9,737$1.93M1.6%+1,25713F-HRTimeline
Portus Wealth Advisors, LLC9,719$1.93M1.82%-3613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,684$1.92M<0.01%-34,76713F-HRTimelineGroup
Total Clarity Wealth Management, Inc.9,673$1.92M0.46%+2,14113F-HRTimeline
Diversified Enterprises, LLC9,586$1.9M0.11%+14813F-HRTimeline
Robertson Stephens Wealth Management, L…9,517$1.89M0.05%-43213F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…9,471$1.88M0.9%-2,00013F-HRTimelineGroup
Level Financial Advisors9,463$1.88M0.5%-5013F-HRTimeline
Abel Hall, LLC9,435$1.87M0.44%-13013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC9,361$1.86M1.77%-38213F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,379$1.86M0.06%+3113F-HRTimeline
WEDBUSH SECURITIES INC9,319$1.85M0.05%-1,75513F-HRTimeline
Valmark Advisers, Inc.9,304$1.85M0.02%+2,00413F-HRTimeline
Selby Wealth Management, LLC9,234$1.83M0.74%13F-HRTimeline
Soltis Investment Advisors LLC9,222$1.83M0.12%-9913F-HR/ATimeline
SUTTON PLACE INVESTORS LLC9,207$1.83M1%-6,00213F-HRTimeline
BCU Wealth Advisors, LLC9,200$1.83M0.7%-7,87213F-HRTimeline
Shore Point Advisors, LLC9,196$1.83M0.77%+21513F-HRTimeline
Lionsbridge Wealth Management LLC9,148$1.82M1.84%-3113F-HRTimeline
Vision Retirement, LLC9,104$1.81M0.48%13F-HRTimeline
First Heartland Consultants, Inc.9,103$1.81M0.14%-6,49013F-HRTimeline
Commonwealth Retirement Investments LLC9,062$1.8M0.58%-7,01413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,052$1.8M0.04%+5413F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC9,042$1.8M0.51%-51613F-HRTimeline
BAILARD, INC.9,033$1.79M0.04%+42913F-HRTimeline
MATAURO, LLC9,022$1.79M0.27%-48313F-HRTimeline
Gryphon Financial Partners LLC8,965$1.78M0.19%-4,91713F-HRTimeline
Tempus Wealth Planning, LLC8,961$1.78M0.41%-3,34113F-HRTimeline
Clearview Wealth Advisors LLC8,935$1.77M1.12%-8,25813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,931$1.77M<0.01%+6,34913F-HRTimelineGroup
WealthPLAN Partners, LLC8,750$1.74M0.26%-6,86913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,625$1.71M0.06%+69413F-HRTimelineGroup
Mattern Wealth Management LLC8,622$1.71M0.33%-29213F-HRTimeline
AVALON CAPITAL MANAGEMENT8,609$1.71M0.41%-6,15113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY8,550$1.7M1.16%-7913F-HRTimeline
Haverford Financial Services, Inc.8,550$1.7M0.48%013F-HRTimeline
Vision Capital Management, Inc.8,542$1.7M0.2%-813F-HRTimeline
One Capital Management, LLC8,491$1.69M0.05%new13F-HRTimeline
Aspire Private Capital, LLC8,484$1.69M0.37%-6,40013F-HRTimeline
Richmond Investment Services, LLC8,466$1.68M0.29%-43913F-HRTimeline
J.M. Arbour, LLC8,461$1.68M1.68%13F-HRTimeline
USAdvisors Wealth Management, LLC8,406$1.67M0.55%+1113F-HRTimeline
JFS WEALTH ADVISORS, LLC8,385$1.67M0.09%+63613F-HRTimeline
Balance Wealth Partners LLC8,381$1.66M0.53%-58513F-HRTimeline
PFG Investments, LLC8,272$1.64M0.08%-1,95313F-HRTimeline
Schrum Private Wealth Management LLC8,269$1.64M1.21%+10213F-HRTimeline
Mainstream Capital Management LLC8,263$1.64M1.07%-74813F-HRTimeline
Johnson Bixby & Associates, LLC8,238$1.64M0.2%-22213F-HRTimeline
Retirement Planning Group, LLC8,190$1.63M0.05%-913F-HRTimeline
Trademark Financial Management, LLC8,183$1.63M0.89%-2,00413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,133$1.62M+2,545Timeline
Advisors Capital Management, LLC8,081$1.61M0.02%+1,89913F-HRTimeline
Brady Martz Wealth Solutions, LLC8,075$1.6M0.28%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,034$1.6M0.04%013F-HRTimelineGroup
Cooper Financial Group7,963$1.58M0.17%-92013F-HRTimeline
Mill Creek Capital Advisors, LLC7,927$1.57M0.03%-22513F-HRTimeline
Millington Financial Advisors, LLC7,727$1.57M0.7%-7,10013F-HRTimeline
MKT Advisors LLC7,776$1.56M0.53%-3,17313F-HRTimeline
UPTICK PARTNERS, LLC7,798$1.55M0.33%+3,82813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP7,752$1.54M0.09%-2,10013F-HRTimeline
WT Wealth Management7,746$1.54M0.44%+48513F-HRTimeline
Avantra Family Wealth, Inc.7,695$1.53M1.11%+2113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,612$1.51M0.1%+3,30513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,566$1.5M0.07%+513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC7,569$1.5M0.14%-1,39913F-HRTimeline
Latitude Advisors, LLC7,567$1.5M0.66%+37113F-HRTimeline
Dynamic Advisor Solutions LLC7,507$1.49M0.05%-11513F-HRTimeline
EVERPAR ADVISORS LLC7,505$1.49M0.55%-6,72113F-HRTimeline
Allen Capital Group, LLC7,504$1.49M0.14%013F-HRTimeline
COZAD ASSET MANAGEMENT INC7,478$1.49M0.12%-19113F-HRTimeline
Ackerman Capital Advisors, LLC7,427$1.48M0.3%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,424$1.47M0.03%+25213F-HRTimelineGroup
Dana Investment Advisors, Inc.7,310$1.45M0.04%-83913F-HRTimeline
Financial Insights, Inc.7,303$1.45M0.49%-7513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,262$1.44M0.03%-75813F-HRTimeline
Fairvoy Private Wealth, LLC7,249$1.44M0.32%-2,56813F-HRTimeline
Horizon Wealth Management, LLC7,225$1.44M0.22%+6,07913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC7,222$1.43M0.12%+8013F-HRTimeline
MBE Wealth Management, LLC7,181$1.43M0.6%-19713F-HRTimeline
Fisher Asset Management, LLC7,175$1.43M<0.01%+4,04813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,147$1.42M0.02%-2913F-HRTimeline
Arcadia Wealth Management, LLC7,138$1.42M0.53%-1,26013F-HRTimeline
Investors Research Corp7,135$1.42M0.26%-2113F-HRTimeline
Tranquilli Financial Advisor LLC7,125$1.42M0.82%+113F-HRTimeline
RDA Financial Network7,095$1.41M0.34%-93813F-HRTimeline
Capital Asset Managemnet, LLC6,892$1.4M1.55%13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,024$1.4M0.46%-12413F-HRTimeline
Marshall Financial Group, LLC6,998$1.39M0.27%-1,41513F-HRTimeline
Opulen Financial Group LLC6,994$1.39M1.01%+9413F-HRTimeline
Bernardo Wealth Planning LLC6,942$1.38M0.26%+33113F-HRTimeline
Insight Inv LLC6,924$1.38M0.77%+1,69813F-HRTimeline
HRT FINANCIAL LP6,925$1.38M<0.01%-24,34613F-HRTimeline
Kingsview Wealth Management, LLC6,917$1.37M0.02%+96813F-HRTimeline
Ruggiero Investments, Inc.6,900$1.37M1.24%13F-HRTimeline
Wall Capital Group, Inc.6,896$1.37M1.3%13F-HRTimeline
ASL Financial, LLC6,886$1.37M1.07%13F-HRTimeline
Ardent Capital Management, Inc.6,874$1.37M0.54%013F-HRTimeline
Vantage Point Financial LLC6,844$1.36M0.49%-7,06313F-HRTimeline