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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,636 managers (1,656 13F filers) reported a position in QUAL shares at 2026-03-31, 212,645,808 shares in all. 102 filers opened a position and 77 filers sold out during the quarter.

Managers
1,636
13F filers
1,656
New
102
Added
629
Reduced
636
Sold out
77
Shares held by filers
212,645,808

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Thrive Wealth Management, LLC13,846$2.66M0.4%-22813F-HRTimeline
Alpha Zero LLC13,790$2.65M1.34%-23813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,652$2.62M0.03%+24013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…13,635$2.62M0.08%-24613F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP13,593$2.61M0.05%-23613F-HRTimeline
EHRLICH FINANCIAL GROUP13,507$2.59M1.49%+7,62413F-HRTimeline
Smartleaf Asset Management LLC13,880$2.59M0.09%-92413F-HRTimeline
Keel Point, LLC13,393$2.57M0.17%-49713F-HRTimeline
McKinley Carter Wealth Services, Inc.13,331$2.56M0.15%-14113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,265$2.54M0.76%-8213F-HRTimeline
Chatterton & Associates Inc.12,702$2.54M1.78%+2,71813F-HRTimeline
ADG Wealth Management Group, LLC13,225$2.54M1.75%+26413F-HRTimeline
WBH ADVISORY INC13,125$2.53M0.19%+6213F-HRTimeline
Robertson Stephens Wealth Management, L…13,186$2.53M0.07%+3,66913F-HRTimeline
Fort Sheridan Advisors LLC13,151$2.52M0.3%+1,33513F-HRTimeline
Yukon Wealth Management, Inc.12,987$2.49M1.49%-53813F-HRTimeline
LifePlan Investment Advisors, Inc.12,948$2.48M0.98%-7,27613F-HRTimeline
TWO SIGMA SECURITIES, LLC12,935$2.48M0.29%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,868$2.47M0.31%-9,26713F-HR/ATimelineGroup
Glen Eagle Advisors, LLC12,831$2.46M0.34%-1,53313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,828$2.46M0.08%+1,90413F-HR/ATimelineGroup
Bestgate Wealth Advisors, LLC12,801$2.46M4.43%+80613F-HRTimeline
Cadia Private Client LLC12,743$2.44M1.98%-13313F-HRTimeline
Almanack Investment Partners, LLC.12,622$2.42M0.41%+2113F-HRTimeline
GC Wealth Management RIA, LLC12,610$2.42M0.1%+33813F-HRTimeline
Curtis Advisory Group, LLC12,578$2.41M0.52%new13F-HRTimeline
Retirement Wealth Solutions LLC12,550$2.41M1.52%-61413F-HRTimeline
Hopwood Nicholas Hunter12,546$2.41M0.77%-10,61913F-HRTimeline
Meridian Wealth Management, LLC12,538$2.4M0.09%+65313F-HRTimeline
MATHER GROUP, LLC.12,466$2.39M0.02%+1,48613F-HRTimeline
Ellis Investment Partners, LLC12,403$2.38M0.41%+6313F-HRTimeline
Signal Advisors Wealth, LLC12,241$2.35M0.16%+27813F-HRTimeline
Raab & Moskowitz Asset Management LLC12,199$2.34M0.52%-15413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC11,263$2.33M0.97%-23113F-HRTimeline
Hansen & Associates Financial Group, In…12,026$2.32M1.25%+46413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,087$2.32M0.03%013F-HRTimelineGroup
Elk River Wealth Management LLC12,013$2.3M0.38%-2,18113F-HRTimeline
BigSur Wealth Management LLC12,000$2.3M0.65%013F-HRTimeline
LARCH CAPITAL PARTNERS LLC11,937$2.29M0.33%+10413F-HRTimeline
Verdence Capital Advisors LLC11,883$2.28M0.13%-2,33313F-HRTimeline
BlackDiamond Wealth Management, LLC11,816$2.27M1.09%-24713F-HRTimeline
EQ LLC11,813$2.27M0.64%+17313F-HRTimeline
XY Planning Network, Inc.11,700$2.26M0.36%+90413F-HRTimeline
Argent Trust Co11,564$2.22M0.08%+78813F-HRTimeline
TFC Financial Management, Inc.11,556$2.22M0.27%-31913F-HRTimeline
Valmark Advisers, Inc.11,541$2.21M0.03%+2,23713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,522$2.21M0.27%-74913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,517$2.21M0.05%-1,66913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…11,447$2.2M1.79%-1,19113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,334$2.17M0.1%-42513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC11,320$2.17M0.19%-198,89313F-HRTimeline
AWM CAPITAL, LLC11,276$2.16M0.2%new13F-HRTimeline
PATTEN & PATTEN INC/TN11,157$2.14M0.13%+11013F-HRTimeline
KPP Advisory Services LLC11,150$2.14M0.31%-13,88013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10,372$2.14M0.03%-5813F-HRTimeline
NWAM LLC11,144$2.14M0.12%-4313F-HRTimeline
Triad Wealth Partners, LLC11,108$2.13M0.17%-6,18413F-HRTimeline
HORAN Wealth, LLC10,809$2.13M0.2%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,087$2.13M0.07%-1713F-HRTimeline
BLALOCK WILLIAMS, LLC11,036$2.12M1.64%+39113F-HRTimeline
Burton Enright Welch11,012$2.11M0.29%+1,24613F-HRTimeline
Henshaw Capital LLC11,000$2.11M0.08%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding10,993$2.11M+180Timeline
Beacon Capital Management, LLC10,968$2.1M0.37%new13F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding10,951$2.1M+5,234Timeline
Fisher Asset Management, LLC10,814$2.07M<0.01%+3,63913F-HRTimeline
YHB Investment Advisors, Inc.10,808$2.07M0.15%013F-HRTimeline
Quent Capital, LLC10,785$2.07M0.15%-3,64113F-HRTimeline
Tranquility Partners, LLC10,958$2.06M0.78%-16813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,724$2.06M0.25%-25413F-HRTimeline
BUSH INVESTMENT GROUP, LLC10,705$2.05M1.12%+31013F-HRTimeline
MONECO ADVISORS, LLC10,685$2.05M0.16%-80313F-HRTimeline
RMR Capital Management, LLC10,678$2.05M1.48%-1513F-HRTimeline
Alteri Wealth LLC10,612$2.04M0.66%+14713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,586$2.03M<0.01%+42813F-HRTimelineGroup
Foundry Financial Group, Inc.10,491$2.01M1%-6,71913F-HRTimeline
Insight Inv LLC10,489$2.01M1.1%+3,56513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,486$2.01M0.04%+4,47913F-HRTimelineGroup
Elevated Capital Advisors, LLC10,466$2.01M0.51%-52013F-HRTimeline
Asempa Wealth Advisors10,347$1.99M1.74%-76713F-HRTimeline
WealthPoint Financial, LLC10,353$1.99M1.66%+17713F-HR/ATimeline
UPTICK PARTNERS, LLC10,331$1.98M0.4%+2,53313F-HRTimeline
BridgePort Financial Solutions, LLC10,278$1.97M0.56%+4813F-HRTimeline
Level Financial Advisors10,257$1.97M0.5%+79413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,248$1.97M1.06%-2,57413F-HR/ATimeline
Talisman Wealth Advisors LLC10,232$1.96M1.58%-68413F-HRTimeline
NORTHLAND SECURITIES, INC.10,226$1.96M1.87%+16613F-HRTimeline
J HAGAN CAPITAL, INC.10,200$1.96M1.06%-1,67313F-HRTimeline
Integrity Wealth Partners, LLC10,096$1.94M1.74%13F-HRTimeline
Clear Harbor Asset Management, LLC10,059$1.93M0.13%-16613F-HRTimeline
Tempus Wealth Planning, LLC9,972$1.91M0.44%+1,01113F-HRTimeline
Commonwealth Retirement Investments LLC9,966$1.91M0.59%+90413F-HRTimeline
WESBANCO BANK INC9,964$1.91M0.05%-61913F-HRTimeline
RED REEF ADVISORS LLC9,897$1.9M1.99%-22413F-HRTimeline
Purkiss Capital Advisors LLC9,883$1.9M0.83%+8,64713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding9,840$1.89M+4,699Timeline
WEDBUSH SECURITIES INC9,817$1.88M0.05%+49813F-HRTimeline
Diversified Enterprises, LLC9,798$1.88M0.1%+21213F-HRTimeline
Shore Point Advisors, LLC9,731$1.87M0.74%+53513F-HRTimeline
Richmond Investment Services, LLC9,671$1.85M0.3%+1,20513F-HRTimeline
SUTTON PLACE INVESTORS LLC9,644$1.85M1.01%+43713F-HRTimeline
Midwestern Financial, LLC /IA9,623$1.85M1.45%-11413F-HRTimeline
Brooklyn Investment Group9,623$1.85M0.06%new13F-HRTimeline
GTS FINANCIAL, LLC10,784$1.84M1.46%13F-HRTimeline
WealthPlan Investment Management, LLC9,564$1.83M0.1%-59213F-HRTimeline
W ADVISORS, LLC9,562$1.83M0.94%-90013F-HRTimeline
Smart Money Group LLC9,559$1.83M0.53%-43813F-HRTimeline
BCU Wealth Advisors, LLC9,540$1.83M0.68%+34013F-HRTimeline
Brady Martz Wealth Solutions, LLC9,491$1.82M0.31%+1,41613F-HRTimeline
Abel Hall, LLC9,435$1.81M0.39%013F-HRTimeline
First Heartland Consultants, Inc.9,412$1.81M0.14%+30913F-HRTimeline
Midwest Heritage Bank, FSB9,408$1.8M0.58%-1,16213F-HRTimeline
BAILARD, INC.9,401$1.8M0.04%+36813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,388$1.8M0.13%-13,86913F-HRTimeline
PFG Investments, LLC9,351$1.79M0.08%+1,07913F-HRTimeline
Portus Wealth Advisors, LLC9,339$1.79M1.69%-38013F-HRTimeline
Gryphon Financial Partners LLC9,275$1.78M0.19%+31013F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,254$1.78M0.06%-12513F-HRTimeline
Selby Wealth Management, LLC9,234$1.77M0.7%013F-HRTimeline
TD Waterhouse Canada Inc.9,137$1.76M0.01%-10,70013F-HRTimeline
WJ Wealth Management, LLC9,143$1.75M0.82%-8,29913F-HRTimeline
Soltis Investment Advisors LLC9,092$1.74M0.11%-13013F-HRTimeline
Venturi Wealth Management, LLC9,070$1.74M0.08%-10,08713F-HRTimeline
Global Financial Private Client, LLC9,029$1.73M0.57%-75913F-HRTimeline
Advisors Capital Management, LLC8,845$1.7M0.02%+76413F-HRTimeline
Kingsview Wealth Management, LLC8,815$1.69M0.02%+1,89813F-HRTimeline
Trademark Financial Management, LLC8,759$1.68M0.82%+57613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,753$1.68M0.04%-29913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,741$1.68M0.03%+1,31713F-HRTimelineGroup
Aspire Private Capital, LLC8,692$1.67M0.38%+20813F-HRTimeline
J.M. Arbour, LLC8,663$1.66M1.6%+20213F-HRTimeline
Lionsbridge Wealth Management LLC8,643$1.66M1.67%-50513F-HRTimeline
Embree Financial Group8,622$1.65M0.19%-11,88513F-HRTimeline
SYNTAX RESEARCH, INC.8,541$1.64M1.04%-1,99113F-HRTimeline
Vision Capital Management, Inc.8,479$1.63M0.21%-6313F-HRTimeline
Integrated Wealth Management8,457$1.62M1.86%-2,19913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,451$1.62M0.14%+1,22913F-HRTimeline
Institute for Wealth Management, LLC.8,416$1.61M0.17%-1,49913F-HRTimeline
JFS WEALTH ADVISORS, LLC8,413$1.61M0.09%+2813F-HRTimeline
WealthPLAN Partners, LLC8,403$1.61M0.31%-34713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,352$1.6M0.05%-27313F-HRTimelineGroup
Retirement Planning Group, LLC8,339$1.6M0.05%+14913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,334$1.6M0.02%-17,24813F-HRTimelineGroup
Mattern Wealth Management LLC8,330$1.6M0.31%-29213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY8,311$1.59M1.03%-23913F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…8,284$1.59M0.47%-1,18713F-HRTimelineGroup
Mainstream Capital Management LLC8,236$1.58M1.06%-2713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,209$1.57M0.1%-1,56813F-HRTimeline
USAdvisors Wealth Management, LLC8,406$1.57M0.52%013F-HRTimeline
MKT Advisors LLC8,040$1.55M0.52%+26413F-HRTimeline
Johnson Bixby & Associates, LLC8,077$1.55M0.19%-16113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,034$1.54M0.04%013F-HRTimelineGroup
CGC Financial Services, LLC8,008$1.54M0.44%-138,65213F-HRTimeline
Balance Wealth Partners LLC8,001$1.53M0.48%-38013F-HRTimeline
Mill Creek Capital Advisors, LLC7,907$1.52M0.03%-2013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,849$1.51M0.01%+3,26513F-HRTimelineGroup
WT Wealth Management7,788$1.49M0.44%+4213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,776$1.49M0.42%-1,26613F-HRTimeline
Florida Trust Wealth Management Co7,762$1.49M0.04%new13F-HRTimeline
One Capital Management, LLC7,686$1.47M0.04%-80513F-HRTimeline
Unify Financial Advisors7,676$1.47M1.53%-5,02913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,672$1.47M0.21%new13F-HRTimeline
Schrum Private Wealth Management LLC7,638$1.46M1.12%-63113F-HRTimeline
Haverford Financial Services, Inc.7,631$1.46M0.44%-91913F-HRTimeline
Allen Capital Group, LLC7,622$1.46M0.13%+11813F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP7,604$1.46M0.47%+1,52613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,551$1.45M0.01%+79013F-HRTimeline
RCS Financial Planning, LLC7,550$1.45M0.75%-9,00813F-HRTimeline
Millington Financial Advisors, LLC6,975$1.45M0.61%-75213F-HRTimeline
Ballentine Partners, LLC7,521$1.44M0.02%+4,27813F-HRTimeline
Investors Research Corp7,519$1.44M0.28%+38413F-HRTimeline
IFS Group,LLC7,435$1.43M1.27%13F-HRTimeline
Total Clarity Wealth Management, Inc.7,424$1.42M0.33%-2,24913F-HRTimeline
ASL Financial, LLC7,359$1.41M1.13%+47313F-HRTimeline
COZAD ASSET MANAGEMENT INC7,355$1.41M0.11%-12313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,329$1.41M0.3%+71413F-HRTimeline
Ackerman Capital Advisors, LLC7,327$1.41M0.29%-10013F-HRTimeline
Avantra Family Wealth, Inc.7,285$1.4M1.04%-41013F-HRTimeline
Financial Insights, Inc.7,237$1.39M0.45%-6613F-HRTimeline
Allie Family Office LLC7,218$1.38M0.6%+3,35613F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP7,189$1.38M0.08%-56313F-HRTimeline
Arcadia Wealth Management, LLC7,155$1.37M0.5%+1713F-HRTimeline
RAINIER FAMILY WEALTH INC7,154$1.37M0.92%+2,33513F-HRTimeline
Wells Financial Advisors INC7,148$1.37M6.24%-4,96313F-HRTimeline
Capital Investment Management, Inc.7,145$1.37M0.47%+42913F-HRTimeline
MBE Wealth Management, LLC7,145$1.37M0.57%-3613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP7,143$1.37M0.02%-413F-HRTimeline
LPWM LLC7,125$1.37M0.34%+30813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,125$1.37M0.43%+10113F-HRTimeline
Dynamic Advisor Solutions LLC7,115$1.36M0.04%-39213F-HRTimeline
Capital Asset Managemnet, LLC7,067$1.36M1.53%+17513F-HRTimeline
Dana Investment Advisors, Inc.7,042$1.35M0.04%-26813F-HRTimeline
Latitude Advisors, LLC7,032$1.35M0.62%-53513F-HRTimeline
Opulen Financial Group LLC7,031$1.35M0.95%+3713F-HRTimeline
Bernardo Wealth Planning LLC7,025$1.35M0.26%+8313F-HRTimeline
MATAURO, LLC6,939$1.33M0.19%-2,08313F-HRTimeline
Cassilly Financial Group LLC6,923$1.33M1.15%+13413F-HRTimeline
Ruggiero Investments, Inc.6,903$1.32M1.28%+313F-HRTimeline
SeaCrest Wealth Management, LLC6,900$1.32M0.14%+1,07813F-HRTimeline
LexAurum Advisors, LLC6,898$1.32M0.17%13F-HRTimeline