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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,460 managers (1,476 13F filers) reported a position in QUAL shares at 2025-03-31, 251,030,247 shares in all. 83 filers opened a position and 85 filers sold out during the quarter.

Managers
1,460
13F filers
1,476
New
83
Added
704
Reduced
469
Sold out
85
Shares held by filers
251,030,247

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,771$1.16M0.07%+67613F-HRTimelineGroup
Lloyd Advisory Services, LLC.6,748$1.15M0.58%-88113F-HRTimeline
Meridian Wealth Management, LLC6,711$1.15M0.06%+42113F-HRTimeline
Opulen Financial Group LLC6,682$1.14M1.04%+713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,566$1.12M0.18%+25213F-HRTimeline
Compass Ion Advisors, LLC6,562$1.12M0.13%-1,01313F-HRTimeline
Saiph Capital, LLC6,557$1.12M0.54%013F-HRTimeline
FourThought Financial Partners, LLC6,506$1.11M0.12%-95513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,524$1.11M0.1%-7,08913F-HR/ATimeline
Semus Wealth Partners LLC6,462$1.1M0.77%+1,05713F-HRTimeline
IEQ CAPITAL, LLC6,429$1.1M0.01%+16313F-HRTimeline
Glen Eagle Advisors, LLC6,398$1.09M0.18%-45213F-HRTimeline
Caliber Wealth Management, LLC / KS6,365$1.09M0.15%13F-HRTimeline
Visionary Wealth Advisors6,360$1.09M0.07%+11213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,355$1.09M<0.01%+1,05313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP6,293$1.07M0.02%+18413F-HRTimeline
Bernardo Wealth Planning LLC6,245$1.07M0.26%-713F-HR/ATimeline
MERIDIAN INVESTMENT COUNSEL INC.6,234$1.07M0.31%013F-HRTimeline
G&S Capital LLC6,219$1.06M0.45%+14213F-HRTimeline
Kovack Advisors, Inc.6,176$1.06M0.11%-26313F-HRTimeline
LPWM LLC6,144$1.05M0.34%+46713F-HRTimeline
Herold Advisors, Inc.6,103$1.04M0.23%+1,24013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,098$1.04M+578Timeline
BRASS TAX WEALTH MANAGEMENT, INC6,067$1.04M0.22%+5113F-HRTimeline
Stephens Consulting, LLC6,042$1.03M0.26%-24213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,035$1.03M0.03%+81413F-HRTimelineGroup
Ergawealth Advisors, Inc.6,030$1.03M0.51%-5113F-HRTimeline
Sound Income Strategies, LLC6,015$1.03M0.06%+20113F-HRTimeline
YANKCOM Partnership6,000$1.03M0.56%013F-HRTimeline
Ipsen Advisor Group LLC6,000$1.03M0.88%+1413F-HRTimeline
Investors Research Corp5,995$1.02M0.22%+44713F-HRTimeline
LGT Financial Advisors LLC5,984$1.02M3.12%+52713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,960$1.02M0.14%+4213F-HRTimeline
Empire Life Investments Inc.5,947$1.02M0.07%-18,30013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,929$1.01M0.24%+3513F-HRTimeline
Modera Wealth Management, LLC5,918$1.01M0.01%+5013F-HRTimeline
Aprio Wealth Management, LLC5,917$1.01M0.13%+3,86413F-HRTimeline
GK Wealth Management LLC5,848$999K1.25%+57713F-HR/ATimeline
Abundance Wealth Counselors6,051$996K0.21%013F-HRTimeline
Valeo Financial Advisors, LLC5,816$994K0.03%+1,97213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,801$991K0.08%013F-HRTimeline
L & S Advisors Inc5,772$986K0.12%-17013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.5,741$981K0.04%new13F-HRTimelineGroup
Alpha Financial Partners LLC5,739$981K0.79%+29713F-HRTimeline
Raab & Moskowitz Asset Management LLC5,729$979K0.25%-94913F-HRTimeline
Seneschal Advisors, LLC5,726$979K0.84%+21013F-HRTimeline
Allegheny Financial Group5,713$976K0.25%-1913F-HRTimeline
Wealth Dimensions Group, Ltd.5,638$964K0.23%-3513F-HRTimeline
FIRST MANHATTAN CO. LLC.5,614$959K<0.01%-37013F-HRTimeline
Empirical Asset Management, LLC5,612$959K0.33%+97013F-HRTimeline
Glenview Trust Co5,609$959K0.02%-65413F-HR/ATimeline
SeaCrest Wealth Management, LLC5,608$958K0.11%-7013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC5,583$954K0.12%-4513F-HRTimeline
Violich Capital Management, Inc.5,540$947K0.13%013F-HRTimeline
Tyche Wealth Partners LLC5,467$934K0.2%+1,53713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,448$931K0.01%013F-HRTimelineGroup
Meridian Financial Partners LLC5,430$928K0.47%-39613F-HRTimeline
Kingsview Wealth Management, LLC5,428$928K0.02%-56013F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP5,401$923K0.3%+40913F-HRTimeline
Coordinated Financial Services, Inc./CO5,394$922K0.71%13F-HRTimeline
Investment Advisory Group, LLC5,391$921K0.31%+213F-HRTimeline
Lord & Richards Wealth Management, LLC5,314$908K1.03%+43613F-HRTimeline
Williams & Novak Wealth Management, LLC5,292$906K0.89%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,831$889K<0.01%+78413F-HRTimelineGroup
Wolff Financial Management LLC5,188$887K0.25%-2513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,183$886K0.07%+26313F-HRTimeline
Pasadena Private Wealth, LLC5,170$883K0.17%+94413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,148$880K<0.01%-27,26613F-HRTimelineGroup
FRG Family Wealth Advisors LLC5,130$877K0.17%-11513F-HRTimeline
ALTFEST L J & CO INC5,089$870K0.11%-37,72213F-HRTimeline
Quotient Wealth Partners, LLC5,087$869K0.03%+44013F-HRTimeline
FIRST AMERICAN BANK5,069$866K0.06%013F-HRTimeline
Pines Wealth Management, LLC5,654$862K0.4%+14413F-HRTimeline
Fisher Asset Management, LLC5,026$859K<0.01%+3,07913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,997$854K0.01%-3,88313F-HRTimelineGroup
Kellett Wealth Advisors, LLC4,994$853K0.59%+52513F-HRTimeline
FLC Capital Advisors4,977$851K0.19%-32613F-HRTimeline
NOVUS ADVISORS, LLC4,918$840K0.85%+28213F-HRTimeline
KELLY FINANCIAL GROUP LLC4,908$839K0.26%-59313F-HRTimeline
Altus Wealth Group LLC4,889$836K0.39%-1213F-HRTimeline
Clarity Financial LLC4,818$823K0.09%013F-HRTimeline
WASHINGTON TRUST Co4,815$823K0.03%-99613F-HRTimeline
Rathbones Group PLC4,793$819K<0.01%+2,06413F-HRTimeline
GC Wealth Management RIA, LLC4,792$819K0.15%-12513F-HRTimeline
Destiny Wealth Partners, LLC4,786$818K0.13%013F-HRTimeline
PUREfi Wealth, LLC4,785$818K0.82%+1,06813F-HRTimeline
True North Advisors, LLC4,745$811K0.14%+1,77013F-HRTimeline
MFA Wealth Services4,729$808K0.66%+7913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,726$808K0.18%13F-HRTimelineGroup
Quantum Portfolio Management LLC4,673$799K0.4%013F-HRTimeline
Sonoma Private Wealth LLC4,644$794K1.1%-25613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,611$788K0.15%+15013F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC4,609$788K0.23%-13213F-HRTimeline
KINTRA WEALTH, LLC4,557$779K0.53%+4013F-HRTimeline
Procyon Advisors, LLC4,547$777K0.05%+1,08113F-HRTimeline
Advisors Capital Management, LLC4,520$772K0.01%-8513F-HRTimeline
Gibbs Wealth Management4,461$762K0.18%-84813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,436$758K<0.01%-42,06013F-HR/ATimeline
Trace Wealth Advisors, LLC4,434$758K0.68%013F-HRTimeline
Planned Solutions, Inc.4,420$755K0.31%+92913F-HRTimeline
Genesis Wealth Advisors, LLC4,407$753K0.61%-63413F-HRTimeline
Fulcrum Equity Management4,265$729K0.8%+43713F-HRTimeline
Etesian Wealth Advisors, Inc.4,231$723K0.31%+1,30613F-HRTimeline
RAINIER FAMILY WEALTH INC4,226$722K0.85%013F-HRTimeline
Paulson Wealth Management Inc.4,222$721K0.2%013F-HRTimeline
Strait & Sound Wealth Management LLC4,210$719K0.33%+1,80013F-HRTimeline
Fortis Advisors, LLC4,193$717K0.47%+54113F-HRTimeline
Goelzer Investment Management, Inc.4,192$716K0.04%+8113F-HR/ATimeline
Johnson Financial Group, LLC4,151$709K0.07%new13F-HRTimeline
VIAWEALTH, LLC4,137$707K0.44%-60813F-HRTimeline
Strategic Financial Concepts, LLC4,119$704K0.13%+71513F-HRTimeline
LaSalle St. Investment Advisors, LLC4,110$702K0.17%+89613F-HRTimeline
DIVERSIFIED TRUST CO4,095$700K0.02%+47513F-HRTimeline
Wallace Advisory Group, LLC3,925$699K0.48%-7,31713F-HRTimeline
Belpointe Asset Management LLC4,088$699K0.04%-1,25813F-HRTimeline
Arax Advisory Partners4,076$697K0.04%-3,57513F-HRTimeline
HCR Wealth Advisors4,055$693K0.09%+1,21713F-HRTimeline
FineMark National Bank & Trust4,043$691K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,034$689K<0.01%+51713F-HRTimelineGroup
Advisory Alpha, LLC4,032$689K0.02%-45813F-HR/ATimeline
New England Professional Planning Group…4,009$685K0.34%+513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC4,008$685K0.57%013F-HRTimeline
Pinnacle Family Advisors, LLC3,920$670K0.36%+66213F-HRTimeline
Painted Porch Advisors LLC3,916$669K0.28%-5413F-HRTimeline
Maple Capital Management, Inc.3,903$667K0.05%+2,61013F-HRTimeline
4J Wealth Management LLC3,858$659K0.52%-5013F-HRTimeline
Investment Planning Advisors, Inc.3,844$657K0.27%+1313F-HRTimeline
Parkwoods Wealth Partners, LLC3,843$657K0.44%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,841$656K0.16%+8413F-HRTimeline
Ballentine Partners, LLC3,841$656K0.01%-6,22813F-HRTimeline
NCM Capital Management, LLC3,839$656K0.3%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,793$648K<0.01%+1,08813F-HR/ATimelineGroup
Sunbelt Securities, Inc.3,789$648K0.06%-4,40313F-HRTimeline
Wealthfront Advisers LLC3,760$643K<0.01%-14613F-HRTimeline
Allie Family Office LLC3,757$642K0.35%-26713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,711$634K0.03%+1,79313F-HRTimelineGroup
Global Trust Asset Management, LLC3,695$631K0.38%-53013F-HRTimeline
Moss Adams Wealth Advisors LLC3,687$630K0.07%013F-HRTimeline
Firestone Capital Management3,682$629K0.17%+613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,667$627K0.06%+44413F-HRTimeline
D'Orazio & Associates, Inc.3,654$624K0.1%013F-HRTimeline
Octavia Wealth Advisors, LLC3,632$621K0.08%+45613F-HRTimeline
Gilliland Jeter Wealth Management LLC3,632$621K0.22%+41313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,622$619K0.04%-1,73913F-HRTimeline
MBL Wealth, LLC3,620$619K0.06%013F-HRTimeline
Moors & Cabot, Inc.3,606$616K0.03%+30813F-HRTimeline
Northside Capital Management, LLC3,582$612K0.1%new13F-HRTimeline
Warren Street Wealth Advisors, LLC3,565$609K0.24%-3913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,554$607K0.07%+52813F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…3,541$605K0.26%+17913F-HRTimeline
Busey Bank3,527$603K0.02%-5513F-HRTimeline
TFR Capital, LLC.3,477$594K0.25%013F-HRTimeline
Pallas Capital Advisors LLC3,470$593K0.02%+22613F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,465$592K<0.01%-12513F-HRTimelineGroup
TRUE Private Wealth Advisors3,463$592K0.07%-1,70913F-HRTimeline
Olde Wealth Management, LLC3,427$585K0.21%013F-HRTimeline
GenTrust, LLC3,400$581K0.03%013F-HRTimeline
Ledyard National Bank3,394$580K0.06%-23913F-HRTimeline
Soundwatch Capital LLC3,368$576K0.26%-1,36213F-HRTimeline
Palisade Asset Management, LLC3,358$574K0.06%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,329$569K0.18%new13F-HRTimeline
White Lighthouse Investment Management …3,310$566K0.1%-4213F-HRTimeline
Mosaic Advisors LLC3,213$549K0.83%+1,83013F-HRTimeline
McAdam, LLC3,212$549K0.03%+8313F-HRTimeline
Sachetta, LLC3,205$548K0.22%+1813F-HRTimeline
Fiduciary Alliance LLC3,156$539K0.05%+27913F-HRTimeline
Financial Sense Advisors, Inc.3,152$539K0.15%-58013F-HRTimeline
Larson Financial Group LLC3,148$538K0.03%-1113F-HRTimeline
Wick Capital Partners, LLC3,132$535K0.16%new13F-HRTimeline
Alpha Cubed Investments, LLC3,130$535K0.02%+18713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,122$534K0.08%+3913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,110$531K0.01%-12513F-HRTimelineGroup
Marcum Wealth, LLC3,103$530K0.05%+14513F-HRTimeline
Anchor Investment Management, LLC3,100$530K0.05%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,081$527K0.02%new13F-HRTimeline
TruNorth Capital Management, LLC3,076$526K0.13%new13F-HRTimeline
GatePass Capital, LLC3,055$522K0.39%+59513F-HRTimeline
PKS Advisory Services, LLC3,050$521K0.14%+8013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,053$520K0.13%+1,43313F-HRTimeline
Asset Allocation Strategies LLC3,041$520K0.13%-2,39513F-HRTimeline
Delta Investment Management, LLC3,036$519K0.1%+32613F-HRTimeline
Vantage Financial Partners, LLC3,031$518K0.13%-19213F-HRTimeline
Rockbridge Investment Management, LCC3,014$515K0.06%+2813F-HRTimeline
Farnam Financial LLC3,006$514K0.52%013F-HRTimeline
International Private Wealth Advisors L…2,995$512K0.49%+9513F-HRTimeline
IPG Investment Advisors LLC2,993$511K0.12%-80313F-HRTimeline
WADDELL & ASSOCIATES, LLC2,982$510K0.06%+24413F-HR/ATimeline
Willis Johnson & Associates, Inc.2,975$508K0.04%+39813F-HRTimeline
Legacy Trust2,973$508K0.12%+20013F-HRTimeline
First National Trust Co2,968$507K0.02%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,957$505K0.1%+1,35013F-HR/ATimelineGroup
SFE Investment Counsel2,951$504K0.1%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,942$503K0.01%013F-HRTimeline
First Financial Group Corp2,935$502K0.57%-6013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,928$500K0.35%+11513F-HRTimeline
Atlas Brown,Inc.2,917$499K0.17%+24713F-HRTimeline
Crew Capital Management, Ltd2,915$498K0.41%-10713F-HRTimeline
Heritage Family Offices, LLP2,901$496K0.25%-29613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,880$492K0.29%-90113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,879$492K0.11%+19413F-HRTimeline