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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,476 managers (1,491 13F filers) reported a position in QUAL shares at 2024-12-31, 244,619,916 shares in all. 76 filers opened a position and 66 filers sold out during the quarter.

Managers
1,476
13F filers
1,491
New
76
Added
644
Reduced
446
Sold out
66
Shares held by filers
244,619,916

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Nikulski Financial, Inc.6,849$1.22M0.36%013F-HRTimeline
Claris Financial LLC6,835$1.22M0.8%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC6,828$1.22M0.12%-29813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,806$1.21M0.01%-5,32013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,804$1.21M0.08%+37313F-HRTimeline
Continuum Advisory, LLC6,771$1.21M0.15%-113F-HRTimeline
Dana Investment Advisors, Inc.6,753$1.2M0.04%+85613F-HRTimeline
Blue Oak Capital, LLC6,748$1.2M0.73%13F-HRTimeline
Avantra Family Wealth, Inc.6,707$1.19M1.12%13F-HRTimeline
EVERPAR ADVISORS LLC6,684$1.19M0.6%+48313F-HRTimeline
Raab & Moskowitz Asset Management LLC6,678$1.19M0.29%-18713F-HRTimeline
Opulen Financial Group LLC6,675$1.19M1.08%13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC6,616$1.18M1.05%13F-HRTimeline
JT Stratford LLC6,595$1.17M0.19%-1,63913F-HRTimeline
Saiph Capital, LLC6,557$1.17M0.53%013F-HRTimeline
Kovack Advisors, Inc.6,439$1.15M0.11%+44413F-HRTimeline
SYNTAX RESEARCH, INC.6,424$1.14M0.82%+2913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,314$1.12M0.18%+1,54713F-HRTimeline
Meridian Wealth Management, LLC6,290$1.12M0.05%+213F-HRTimeline
Stephens Consulting, LLC6,284$1.12M0.28%013F-HRTimeline
IEQ CAPITAL, LLC6,266$1.12M0.01%+31313F-HRTimeline
Glenview Trust Co6,263$1.12M0.02%013F-HRTimeline
Visionary Wealth Advisors6,248$1.11M0.07%-2713F-HRTimeline
Eagle Ridge Investment Management6,234$1.11M0.1%-4713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MERIDIAN INVESTMENT COUNSEL INC.6,234$1.11M0.33%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,219$1.11M0.02%+1,58013F-HRTimelineGroup
Bernardo Wealth Planning LLC6,252$1.1M0.26%-4413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC6,177$1.1M0.34%+25813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,151$1.1M0.02%+19113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.6,124$1.09M0.23%+2,36513F-HRTimeline
Lantern Wealth Advisors, LLC6,120$1.09M0.71%+1,61813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,109$1.09M0.02%-10113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,095$1.09M0.07%-11,63013F-HRTimelineGroup
Ergawealth Advisors, Inc.6,081$1.08M0.54%-51713F-HRTimeline
G&S Capital LLC6,077$1.08M0.45%-21413F-HRTimeline
Abundance Wealth Counselors6,051$1.08M0.23%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,016$1.07M0.23%+113F-HRTimeline
YANKCOM Partnership6,000$1.07M0.57%13F-HRTimeline
Kingsview Wealth Management, LLC5,988$1.07M0.02%-17,29513F-HRTimeline
Ipsen Advisor Group LLC5,986$1.07M0.91%13F-HRTimeline
FIRST MANHATTAN CO. LLC.5,984$1.07M<0.01%+1,11013F-HRTimeline
L & S Advisors Inc5,942$1.06M0.12%+3113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,918$1.05M0.15%+37513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,909$1.05M0.02%+8013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,894$1.05M0.26%+48713F-HRTimeline
Modera Wealth Management, LLC5,868$1.04M0.01%+57713F-HRTimeline
IBEX WEALTH ADVISORS5,837$1.04M0.12%new13F-HRTimeline
Meridian Financial Partners LLC5,826$1.04M0.55%013F-HRTimeline
Sound Income Strategies, LLC5,814$1.04M0.06%+31913F-HRTimeline
WASHINGTON TRUST Co5,811$1.03M0.04%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,801$1.03M0.09%013F-HRTimeline
Allen Capital Group, LLC5,769$1.03M0.13%013F-HRTimeline
Allegheny Financial Group5,732$1.02M0.26%+1913F-HRTimeline
FLP Wealth Management, LLC5,731$1.02M2.61%13F-HRTimeline
SeaCrest Wealth Management, LLC5,678$1.01M0.11%+76113F-HRTimeline
LPWM LLC5,677$1.01M0.32%+68913F-HRTimeline
Wealth Dimensions Group, Ltd.5,673$1.01M0.25%-40113F-HRTimeline
COMMONS CAPITAL, LLC5,637$1M0.91%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC5,628$1M0.13%-3,02913F-HRTimeline
Asset Allocation Strategies LLC5,436$999K0.24%+23013F-HRTimeline
Investors Research Corp5,548$988K0.22%+24413F-HRTimeline
Violich Capital Management, Inc.5,540$987K0.13%-6,85013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,520$983K+2,393Timeline
Seneschal Advisors, LLC5,516$982K0.82%13F-HRTimeline
KELLY FINANCIAL GROUP LLC5,501$980K0.35%13F-HRTimeline
LGT Financial Advisors LLC5,457$972K2.15%+1,31513F-HRTimeline
Pines Wealth Management, LLC5,510$972K0.42%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,448$970K0.01%+11213F-HRTimelineGroup
Alpha Financial Partners LLC5,442$969K0.77%-33,23213F-HRTimeline
Semus Wealth Partners LLC5,405$963K0.64%+63613F-HRTimeline
Investment Advisory Group, LLC5,389$960K0.32%+113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,361$955K0.06%+1,73913F-HRTimeline
Belpointe Asset Management LLC5,346$950K0.06%+11513F-HRTimeline
Gibbs Wealth Management5,309$945K0.26%+41613F-HRTimeline
FLC Capital Advisors5,303$944K0.22%+32613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,302$944K<0.01%-3413F-HRTimelineGroup
GK Wealth Management LLC5,271$939K1.19%13F-HRTimeline
Lifeworks Advisors, LLC5,257$936K0.17%+45113F-HRTimeline
FRG Family Wealth Advisors LLC5,245$934K0.17%+80013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,221$930K0.02%+2,31313F-HRTimelineGroup
Wolff Financial Management LLC5,213$928K0.26%-50113F-HRTimeline
TRUE Private Wealth Advisors5,172$921K0.11%-7,37413F-HRTimeline
Coordinated Financial Services, Inc.5,129$913K0.71%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,047$903K<0.01%+46213F-HRTimelineGroup
FIRST AMERICAN BANK5,069$903K0.06%-35313F-HRTimeline
Genesis Wealth Advisors, LLC5,041$898K0.78%13F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP4,992$889K0.29%013F-HRTimeline
Savvy Advisors, Inc.4,980$887K0.11%+3613F-HRTimeline
MSH Capital Advisors LLC4,977$886K0.28%+24413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,920$876K0.06%-2413F-HRTimeline
GC Wealth Management RIA, LLC4,917$876K0.15%+23113F-HRTimeline
Altus Wealth Group LLC4,901$873K0.39%-11213F-HRTimeline
Sonoma Private Wealth LLC4,900$873K1.41%+18413F-HRTimeline
Lord & Richards Wealth Management, LLC4,878$869K1.83%13F-HRTimeline
Herold Advisors, Inc.4,863$866K0.19%+1,41813F-HRTimeline
Horan Securities, Inc.4,831$860K0.33%-11913F-HRTimeline
Clarity Financial LLC4,818$858K0.1%+11213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,812$857K<0.01%+61913F-HRTimelineGroup
YHB Investment Advisors, Inc.4,809$856K0.07%-3,95613F-HRTimeline
Destiny Wealth Partners, LLC4,786$852K0.14%+25713F-HRTimeline
VIAWEALTH, LLC4,745$845K0.51%-92413F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC4,741$844K0.22%-3813F-HRTimeline
Soundwatch Capital LLC4,730$842K0.09%+1,20313F-HRTimeline
Peninsula Wealth, LLC4,698$837K0.14%-9813F-HRTimeline
Quantum Portfolio Management LLC4,673$832K0.45%+11613F-HRTimeline
MFA Wealth Services4,650$828K0.66%13F-HRTimeline
Quotient Wealth Partners, LLC4,647$828K0.03%-4,21913F-HRTimeline
Empirical Asset Management, LLC4,642$827K0.28%+1113F-HRTimeline
NOVUS ADVISORS, LLC4,636$826K0.82%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …4,611$821K0.19%-15213F-HRTimelineGroup
Advisors Capital Management, LLC4,605$820K0.01%+16213F-HRTimeline
KINTRA WEALTH, LLC4,517$804K0.56%+21113F-HRTimeline
Advisory Alpha, LLC4,490$800K0.03%+27313F-HRTimeline
Kellett Wealth Advisors, LLC4,469$796K0.55%+1,85013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,461$794K0.15%-3513F-HRTimelineGroup
Trace Wealth Advisors, LLC4,434$790K0.71%13F-HRTimeline
NWF Advisory Services Inc.4,341$773K0.11%+1,88413F-HRTimeline
Axim Planning & Wealth4,227$753K0.8%+1,37313F-HRTimeline
RAINIER FAMILY WEALTH INC4,226$753K0.91%13F-HRTimeline
Pasadena Private Wealth, LLC4,226$753K0.15%+24313F-HRTimeline
Global Trust Asset Management, LLC4,225$752K0.29%+1,24013F-HRTimeline
Paulson Wealth Management Inc.4,222$752K0.21%013F-HRTimeline
Empower Advisory Group, LLC4,122$734K<0.01%+1,12113F-HRTimeline
Goelzer Investment Management, Inc.4,111$732K0.04%013F-HRTimeline
Private Portfolio Partners LLC4,095$729K0.13%+6813F-HRTimeline
WR Wealth Planners, LLC4,083$727K0.23%-5,34513F-HRTimeline
FineMark National Bank & Trust4,043$720K0.03%+91513F-HRTimeline
Allie Family Office LLC4,024$717K0.4%-33013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC4,008$714K0.57%13F-HRTimeline
New England Professional Planning Group…4,004$713K0.36%+813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,986$710K0.14%+77713F-HRTimelineGroup
Painted Porch Advisors LLC3,970$707K0.35%+1,49613F-HRTimeline
Tyche Wealth Partners LLC3,930$700K0.15%+2513F-HRTimeline
4J Wealth Management LLC3,908$696K0.56%-24413F-HRTimeline
Wealthfront Advisers LLC3,906$696K<0.01%+33013F-HR/ATimeline
Valeo Financial Advisors, LLC3,844$685K0.02%-1913F-HRTimeline
NCM Capital Management, LLC3,839$684K0.31%013F-HRTimeline
Investment Planning Advisors, Inc.3,831$682K0.3%+78513F-HRTimeline
Fulcrum Equity Management3,828$682K0.67%-1013F-HRTimeline
Bleakley Financial Group, LLC3,803$677K0.02%+36313F-HRTimeline
IPG Investment Advisors LLC3,796$676K0.15%-17513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,781$673K0.39%+1113F-HRTimeline
Cherry Tree Wealth Management, LLC3,757$669K0.17%+20313F-HRTimeline
Financial Sense Advisors, Inc.3,732$665K0.22%-69913F-HRTimeline
PUREfi Wealth, LLC3,717$662K0.65%13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC3,713$661K0.51%+36013F-HRTimeline
Moss Adams Wealth Advisors LLC3,687$657K0.07%-6713F-HRTimeline
Firestone Capital Management3,676$655K0.16%+913F-HRTimeline
D'Orazio & Associates, Inc.3,654$651K0.1%+28113F-HRTimeline
Fortis Advisors, LLC3,652$650K0.43%+38213F-HRTimeline
Ledyard National Bank3,633$647K0.06%-63813F-HRTimeline
MBL Wealth, LLC3,620$645K0.06%013F-HRTimeline
DIVERSIFIED TRUST CO3,620$645K0.02%-6313F-HRTimeline
Warren Street Wealth Advisors, LLC3,604$642K0.26%-11413F-HRTimeline
Aspire Capital Advisors LLC3,592$640K0.18%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,590$639K<0.01%013F-HRTimelineGroup
Busey Bank3,582$638K0.02%-63313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,517$626K<0.01%013F-HRTimelineGroup
Planned Solutions, Inc.3,491$622K0.25%+1,88513F-HRTimeline
TFR Capital, LLC.3,477$619K0.31%13F-HRTimeline
Procyon Advisors, LLC3,466$617K0.04%+2,11213F-HRTimeline
Olde Wealth Management, LLC3,427$610K0.22%013F-HRTimeline
Strategic Financial Concepts, LLC3,404$606K0.12%+63913F-HR/ATimeline
GenTrust, LLC3,400$605K0.03%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…3,362$599K0.26%13F-HRTimeline
Palisade Asset Management, LLC3,358$598K0.06%013F-HRTimeline
White Lighthouse Investment Management …3,352$597K0.1%-2613F-HRTimeline
FINANCIAL COUNSELORS INC3,332$593K0.01%-28013F-HRTimeline
Moors & Cabot, Inc.3,298$587K0.03%+14213F-HRTimeline
TrueWealth Advisors, LLC3,294$587K0.2%+20213F-HRTimeline
Sound Financial Strategies Group, LLC3,283$585K0.49%-1,23913F-HRTimeline
Pinnacle Family Advisors, LLC3,258$580K0.28%-5013F-HRTimeline
Pallas Capital Advisors LLC3,244$578K0.02%-3213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,235$576K0.01%-69413F-HRTimelineGroup
Vantage Financial Partners, LLC3,223$574K0.14%-2,60013F-HRTimeline
Gilliland Jeter Wealth Management LLC3,219$573K0.19%+77413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,223$572K0.05%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC3,214$572K0.18%+23413F-HRTimeline
Heritage Family Offices, LLP3,197$569K0.28%+38013F-HRTimeline
Sachetta, LLC3,187$567K0.22%+1713F-HRTimeline
Octavia Wealth Advisors, LLC3,176$566K0.07%+11313F-HRTimeline
Larson Financial Group LLC3,159$563K0.03%-34413F-HRTimeline
Opes Wealth Management LLC3,156$562K0.12%new13F-HRTimeline
McAdam, LLC3,129$557K0.03%-36513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,118$555K0.14%-1013F-HRTimeline
Anchor Investment Management, LLC3,100$552K0.05%013F-HRTimeline
Geller Advisors LLC3,083$549K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,083$549K0.08%new13F-HR/ATimeline
Wellment Financial3,075$548K0.69%13F-HRTimeline
Fortune Financial Advisors, LLC3,061$545K0.5%+113F-HRTimeline
Aveo Capital Partners, LLC3,060$545K0.06%+41213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,026$539K0.07%+15413F-HRTimelineGroup
Crew Capital Management, Ltd3,022$538K0.45%new13F-HRTimeline
Farnam Financial LLC3,006$535K0.56%-10813F-HRTimeline
MJP ASSOCIATES INC /ADV2,997$534K0.1%+83813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,997$534K0.06%+83813F-HRTimelineGroup
First Financial Group Corp2,995$533K0.59%13F-HRTimeline
NIA IMPACT ADVISORS, LLC2,994$533K0.17%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,986$532K<0.01%+45513F-HRTimelineGroup
Rockbridge Investment Management, LCC2,986$532K0.07%013F-HRTimeline