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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,625 managers (1,648 13F filers) reported a position in QUAL shares at 2026-06-30, 171,292,537 shares in all. 108 filers opened a position and 110 filers sold out during the quarter.

Managers
1,625
13F filers
1,648
New
108
Added
495
Reduced
763
Sold out
110
Shares held by filers
171,292,537

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Vavra Capital Management, LLC5,189$1.14M1%-14813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC5,164$1.13M0.32%+68213F-HRTimeline
FIRST AMERICAN BANK5,163$1.13M0.06%-8913F-HRTimeline
Accredited Investors Inc.5,137$1.13M0.05%-1,52013F-HRTimeline
MFA Wealth Services5,115$1.12M0.67%-38913F-HRTimeline
Kellett Wealth Advisors, LLC5,113$1.12M0.52%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,099$1.12M0.05%+61813F-HRTimeline
SWP FINANCIAL LLC5,083$1.12M0.52%-19,76313F-HRTimeline
W ADVISORS, LLC5,047$1.11M0.5%-4,51513F-HRTimeline
ALTFEST L J & CO INC5,012$1.1M0.11%-44,40513F-HRTimeline
Investment Advisory Group, LLC5,011$1.1M0.24%-36313F-HRTimeline
Wolff Financial Management LLC5,004$1.1M0.22%+413F-HRTimeline
Ergawealth Advisors, Inc.4,982$1.09M0.42%+713F-HRTimeline
GK Wealth Management LLC4,975$1.09M0.66%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC4,973$1.09M0.51%-58013F-HRTimeline
Clark Asset Management, LLC4,955$1.09M0.09%+13413F-HRTimeline
MATHER GROUP, LLC.4,954$1.09M0.01%-7,51213F-HRTimeline
Caliber Wealth Management, LLC / KS4,909$1.08M0.1%-1,67913F-HRTimeline
FLC Capital Advisors4,894$1.07M0.18%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,887$1.07M0.07%+1,09113F-HRTimeline
REGIMEN WEALTH, LLC4,856$1.07M0.29%-11413F-HRTimeline
WASHINGTON TRUST Co4,815$1.06M0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,814$1.06M0.05%-3,39513F-HRTimeline
Wealthfront Advisers LLC4,804$1.05M<0.01%-1,28913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,797$1.05M0.02%-5,68913F-HRTimelineGroup
Embree Financial Group4,795$1.05M0.11%-3,82713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,791$1.05M<0.01%+86313F-HRTimelineGroup
SWEENEY & MICHEL, LLC4,654$1.05M0.28%+1813F-HRTimeline
White Lighthouse Investment Management …4,739$1.04M0.13%+26513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,734$1.04M0.06%-1,40913F-HRTimeline
Wells Financial Advisors INC4,665$1.02M9.5%-2,48313F-HRTimeline
Indivisible Partners4,660$1.02M0.06%+3,22613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,656$1.02M<0.01%new13F-HRTimelineGroup
Wealth Dimensions Group, Ltd.4,645$1.02M0.18%-39713F-HRTimeline
KELLY FINANCIAL GROUP LLC4,612$1.01M0.22%-9813F-HRTimeline
Destiny Wealth Partners, LLC4,613$1.01M0.14%-6213F-HRTimeline
Eldridge Investment Advisors, Inc.4,564$1M0.2%-54213F-HRTimeline
Altus Wealth Group LLC4,531$994K0.36%+513F-HRTimeline
Exchange Bank4,519$992K0.62%+1,63413F-HRTimeline
Legacy Trust4,516$991K0.18%013F-HRTimeline
Schrum Private Wealth Management LLC5,383$976K1%-2,25513F-HRTimeline
Americana Partners, LLC4,445$975K0.02%+113F-HRTimeline
Trace Wealth Advisors, LLC4,434$973K0.64%013F-HRTimeline
STABLEFORD CAPITAL II LLC4,430$972K0.34%+2613F-HRTimeline
RMR Wealth Builders4,425$971K0.06%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,388$963K0.11%-24713F-HRTimeline
Avior Wealth Management, LLC4,383$962K0.03%-5413F-HRTimeline
McAdam, LLC4,369$959K0.04%-54213F-HRTimeline
Tempus Wealth Planning, LLC4,360$957K0.19%-5,61213F-HRTimeline
Bogart Wealth, LLC4,318$947K0.03%+8913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC4,298$943K0.29%013F-HRTimeline
IMA Advisory Services, Inc.4,298$943K0.06%new13F-HRTimeline
LANE BROTHERS & CO INC4,285$940K0.62%-28513F-HRTimeline
Oak Barrel Wealth Advisory LLC4,273$938K0.41%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,270$937K0.04%-4613F-HRTimelineGroup
Amplius Wealth Advisors, LLC4,270$937K0.07%+113F-HRTimeline
Ridgeline Wealth Planning, LLC4,255$934K0.59%-44113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4,253$933K0.09%new13F-HRTimeline
RHS Financial, LLC4,251$933K0.38%+85113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,197$921K0.12%+513F-HRTimelineGroup
NOVEM GROUP4,193$920K0.09%+84813F-HRTimeline
Peak Wealth Management LLC4,187$919K0.64%-22,03813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,168$915K-2,136Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,138$908K<0.01%-4013F-HRTimelineGroup
IBEX WEALTH ADVISORS4,098$899K0.07%+1513F-HRTimeline
TOWER BRIDGE ADVISORS4,085$896K0.08%+18513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,067$892K0.12%-313F-HRTimeline
DAVIDSON TRUST CO4,063$892K0.35%+513F-HRTimeline
Arcadia Wealth Management, LLC4,060$891K0.28%-3,09513F-HRTimeline
First National Trust Co4,058$890K0.03%+93213F-HRTimeline
Simplicity Wealth,LLC4,055$890K0.03%-16,78313F-HRTimeline
New England Professional Planning Group…4,045$888K0.33%+513F-HRTimeline
Valeo Financial Advisors, LLC4,000$878K0.02%-4813F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC3,974$872K0.16%+113F-HRTimeline
Sound Income Strategies, LLC3,971$871K0.04%+84513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,968$871K0.01%+81413F-HRTimelineGroup
Paulson Wealth Management Inc.3,965$870K0.18%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,939$864K0.16%+413F-HRTimeline
SUTTON PLACE INVESTORS LLC3,937$864K0.42%-5,70713F-HRTimeline
Procyon Advisors, LLC3,936$864K0.04%-15413F-HRTimeline
Indie Asset Partners, LLC3,912$858K0.82%-813F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.3,875$852K0.03%+3,02813F-HRTimelineGroup
United Advisor Group, LLC3,868$849K0.09%-79313F-HRTimeline
LifePlan Investment Advisors, Inc.3,849$845K0.29%-9,09913F-HRTimeline
A4 Wealth Advisors LLC3,845$844K0.57%-13,60413F-HRTimeline
NCM Capital Management, LLC3,839$842K0.26%-10013F-HRTimeline
Sonoma Private Wealth LLC3,836$842K0.9%-21113F-HRTimeline
Cooper Financial Group3,835$841K0.07%-1,56813F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC3,826$840K0.35%-24313F-HRTimeline
PKS Advisory Services, LLC3,803$834K0.13%-78213F-HRTimeline
HCR Wealth Advisors3,800$834K0.07%-19413F-HRTimeline
MKT Advisors LLC3,828$834K0.26%-4,21213F-HRTimeline
FIRST MANHATTAN CO. LLC.3,798$833K<0.01%-6513F-HRTimeline
Union Bancaire Privee, UBP SA3,829$832K0.01%+2,01513F-HRTimeline
Fiduciary Alliance LLC3,790$832K0.06%-42113F-HRTimeline
Emprise Bank3,780$829K0.31%-1213F-HRTimeline
Marshall Financial Group, LLC3,755$824K0.12%-69813F-HRTimeline
THEORY FINANCIAL LLC3,735$820K0.26%-11,40313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,730$818K0.25%013F-HRTimeline
Moors & Cabot, Inc.3,712$815K0.03%-59013F-HRTimeline
Midwest Trust Co3,710$814K0.01%-35113F-HRTimeline
Firestone Capital Management3,707$813K0.15%+613F-HRTimeline
Moss Adams Wealth Advisors LLC3,699$812K0.05%013F-HRTimeline
Quantum Portfolio Management LLC3,670$805K0.29%+22813F-HRTimeline
TSFG, LLC3,640$799K0.1%-40,30913F-HRTimeline
JGP Wealth Management, LLC3,636$798K0.07%+89613F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,632$797K0.01%-113F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC3,608$792K0.44%+4713F-HRTimeline
Northside Capital Management, LLC3,582$786K0.06%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,581$786K0.24%-1,10213F-HRTimelineGroup
SIGNATUREFD, LLC3,562$782K0.01%-813F-HRTimeline
MBL Wealth, LLC3,539$777K0.05%-9013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,531$775K0.01%+3213F-HRTimelineGroup
PAX Financial Group, LLC3,522$773K0.11%-61,48113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,520$772K0.1%+6313F-HRTimeline
Independence Bank of Kentucky3,507$770K0.09%013F-HRTimeline
Belpointe Asset Management LLC3,499$768K0.03%-1413F-HRTimeline
Root Financial Partners, LLC3,497$767K0.03%-4413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,498$767K0.02%-29,62613F-HRTimelineGroup
TFR Capital, LLC.3,491$766K0.22%013F-HRTimeline
NorthCoast Asset Management LLC3,490$766K0.02%+44613F-HRTimeline
EQ LLC3,464$760K0.19%-8,34913F-HRTimeline
Integrated Wealth Management3,462$760K0.8%-4,99513F-HRTimeline
Oxinas Partners, LLC3,441$755K0.3%+53713F-HRTimeline
Olde Wealth Management, LLC3,427$751K0.21%013F-HRTimeline
Legacy Advisors, LLC3,422$751K0.07%+32113F-HRTimeline
Compagnie Lombard Odier SCmA3,400$746K0.01%-82013F-HRTimeline
GenTrust, LLC3,400$746K0.03%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,397$745K0.05%-66813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,385$743K0.01%+9813F-HRTimelineGroup
Rathbones Group PLC3,369$739K<0.01%013F-HRTimeline
Palatine Hill Wealth Management, LLC3,367$739K0.6%+48613F-HRTimeline
D'Orazio & Associates, Inc.3,360$737K0.09%-1,68913F-HRTimeline
PFG Private Wealth Management, LLC3,344$734K0.32%-1,04813F-HRTimeline
Integrated Advisors Network LLC3,340$733K0.03%-11,18313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,331$731K0.01%+82613F-HR/ATimeline
MONOGRAPH WEALTH ADVISORS, LLC3,314$727K0.06%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,307$727K0.26%+11113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,301$724K0.04%013F-HRTimeline
Zhang Financial LLC3,300$724K0.02%+113F-HRTimeline
BridgePort Financial Solutions, LLC3,299$724K0.18%-6,97913F-HRTimeline
ZENITH SOLUTIONS, INC.3,294$723K0.65%13F-HRTimeline
Cassilly Financial Group LLC3,285$721K0.52%-3,63813F-HR/ATimeline
Fortis Group Advisors, LLC3,279$719K0.11%+2513F-HRTimeline
Strathmore Capital Advisors, Inc.3,270$713K0.19%-1,36913F-HRTimeline
Oath Planning, LLC3,247$712K0.53%+27913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC3,211$705K0.6%-18,15113F-HRTimeline
Palisade Asset Management, LLC3,210$704K0.07%-15513F-HRTimeline
Lantern Wealth Advisors, LLC3,203$703K0.32%-2,04513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,174$696K0.07%+313F-HRTimeline
BOKF, NAin group BOKF, NA3,173$696K0.01%+2,60813F-HRTimelineGroup
Legacy Financial Group LLC3,168$695K0.08%-42,52913F-HRTimeline
Hutchens & Kramer Investment Management…3,117$684K0.18%-2,84013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,104$681K0.02%+2313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,104$681K0.18%new13F-HRTimeline
Prime Buchholz LLC3,100$680K0.25%new13F-HRTimeline
Smithfield Trust Co3,108$680K0.03%-2013F-HRTimeline
Lifeworks Advisors, LLC3,096$679K0.07%-77213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,089$678K0.01%+213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,088$678K0.01%+2,49013F-HRTimelineGroup
DLK Investment Management, LLC3,940$673K0.29%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,055$670K<0.01%+36713F-HRTimelineGroup
Anchor Investment Management, LLC3,040$667K0.05%013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…3,026$664K<0.01%new13F-HRTimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC2,998$658K0.49%-26913F-HRTimeline
Continuum Advisory, LLC2,969$651K0.05%-1,13313F-HRTimeline
Genesis Wealth Advisors, LLC2,967$651K0.39%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,957$649K0.09%013F-HRTimelineGroup
TRUST CO OF VERMONT2,954$648K0.02%13F-HRTimeline
Aureus Asset Management, LLC2,951$648K0.04%-44913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,950$647K0.14%-26713F-HRTimeline
Investment Research Partners LLC2,946$646K0.22%-1,34013F-HRTimeline
Accelerate Investment Advisors LLC2,942$646K0.37%-3,57813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,939$645K0.04%+36113F-HRTimeline
COWA, LLC2,909$645K0.16%-3,19613F-HRTimeline
Opus Financial Solutions LLC2,935$644K0.52%+5013F-HRTimeline
SYM FINANCIAL Corp2,923$641K0.05%+7713F-HRTimeline
Wealth Management Associates, Inc.2,919$640K0.18%-5713F-HRTimeline
AlphaStar Capital Management, LLC2,906$638K0.04%+10213F-HRTimeline
Baldwin Investment Management, LLC2,904$637K0.06%new13F-HRTimeline
Beaumont Financial Advisors, LLC2,862$628K0.04%+39813F-HRTimeline
First Financial Group Corp2,839$623K0.45%+113F-HRTimeline
International Private Wealth Advisors L…2,832$621K0.32%-313F-HRTimeline
Fort Point Capital Partners LLC2,826$620K0.07%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,824$620K0.05%+3313F-HRTimeline
NWF Advisory Services Inc.2,819$619K0.06%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,819$618K0.19%+413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,807$616K0.14%-23,35413F-HRTimeline
Ballast Rock Private Wealth LLC2,803$615K0.28%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,801$615K0.35%-17713F-HRTimeline
WNY Asset Management, LLC2,777$609K0.05%-2,80513F-HRTimeline
Empowered Funds, LLC2,774$609K<0.01%-49013F-HRTimeline
NOVUS ADVISORS, LLC2,767$607K1.27%-37713F-HRTimeline
Curry Webb Wealth Management LLC2,763$606K0.25%-7013F-HRTimeline
JT Stratford LLC2,759$605K0.07%-2,63613F-HRTimeline
Fermata Advisors, LLC2,758$605K0.12%+26113F-HRTimeline
Richard P Slaughter Associates Inc2,757$605K0.12%-1,71513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,753$604K<0.01%+29513F-HRTimelineGroup
Johnson Financial Group, LLC2,747$603K0.03%013F-HRTimeline
Wedmont Private Capital2,735$601K0.02%+29213F-HRTimeline