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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,496 managers (1,510 13F filers) reported a position in QUAL shares at 2025-06-30, 257,976,309 shares in all. 117 filers opened a position and 81 filers sold out during the quarter.

Managers
1,496
13F filers
1,510
New
117
Added
659
Reduced
498
Sold out
81
Shares held by filers
257,976,309

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Quadcap Wealth Management, LLC6,748$1.23M0.16%+5,10713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC6,718$1.23M0.78%-27313F-HRTimeline
LGT Financial Advisors LLC6,717$1.23M3.12%+73313F-HRTimeline
Meridian Wealth Management, LLC6,701$1.23M0.05%-1013F-HRTimeline
Transce3nd, LLC6,698$1.22M0.52%-1,53413F-HRTimeline
MN Wealth Advisors, LLC6,679$1.22M0.71%+3,83813F-HRTimeline
Investors Research Corp6,660$1.22M0.24%+66513F-HRTimeline
Semus Wealth Partners LLC6,657$1.22M0.79%+19513F-HRTimeline
Bernardo Wealth Planning LLC6,609$1.21M0.26%+36413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,599$1.21M0.17%+3313F-HRTimeline
Glen Eagle Advisors, LLC6,590$1.2M0.19%+19213F-HRTimeline
EHRLICH FINANCIAL GROUP6,567$1.2M0.78%-37213F-HRTimeline
Waypoint Wealth Partners Inc.6,566$1.2M0.29%-34113F-HRTimeline
Saiph Capital, LLC6,557$1.2M0.47%013F-HRTimeline
FourThought Financial Partners, LLC6,505$1.19M0.12%-113F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …6,332$1.16M0.23%13F-HRTimelineGroup
Gotham Asset Management, LLC6,332$1.16M0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC6,330$1.16M0.08%new13F-HRTimeline
Herold Advisors, Inc.6,328$1.16M0.24%+22513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,297$1.15M0.02%+413F-HRTimeline
Lloyd Advisory Services, LLC.6,271$1.15M0.55%-47713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,234$1.14M0.31%013F-HRTimeline
G&S Capital LLC6,227$1.14M0.45%+813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,216$1.14M0.07%-55513F-HRTimelineGroup
Wealth Dimensions Group, Ltd.6,214$1.14M0.25%+57613F-HRTimeline
LPWM LLC6,142$1.12M0.33%-213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,142$1.12M0.01%+69413F-HRTimelineGroup
Kovack Advisors, Inc.6,132$1.12M0.11%-4413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,107$1.12M+9Timeline
Empire Life Investments Inc.6,100$1.12M0.07%+15313F-HRTimeline
Alpha Financial Partners LLC6,082$1.11M0.8%+34313F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,080$1.11M0.21%+1313F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP6,078$1.11M0.33%+67713F-HRTimeline
Compass Ion Advisors, LLC6,077$1.11M0.12%-48513F-HRTimeline
L & S Advisors Inc6,076$1.11M0.11%+30413F-HRTimeline
Eldridge Investment Advisors, Inc.6,061$1.11M0.23%-1,54413F-HRTimeline
Allegheny Financial Group6,051$1.11M0.25%+33813F-HRTimeline
Advisors Capital Management, LLC6,049$1.11M0.02%+1,52913F-HRTimeline
Empirical Asset Management, LLC6,046$1.11M0.34%+43413F-HRTimeline
Seneschal Advisors, LLC6,036$1.1M0.87%+31013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,034$1.1M0.08%+85113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC6,029$1.1M0.83%+2,02113F-HRTimeline
Visionary Wealth Advisors6,020$1.1M0.06%-34013F-HRTimeline
Ipsen Advisor Group LLC6,019$1.1M0.84%+1913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.6,014$1.1M0.04%+27313F-HRTimelineGroup
YANKCOM Partnership6,000$1.1M0.54%013F-HRTimeline
Stephens Consulting, LLC5,960$1.09M0.26%-8213F-HRTimeline
Dentgroup LLC5,957$1.09M0.76%-1,32113F-HRTimeline
Pines Wealth Management, LLC5,858$1.08M0.38%+20413F-HRTimeline
COWA, LLC5,832$1.07M0.41%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,832$1.07M0.12%+22413F-HRTimeline
FWG Investments, LLC.5,780$1.06M0.8%new13F-HRTimeline
Ergawealth Advisors, Inc.5,711$1.04M0.47%-31913F-HRTimeline
DIVERSIFIED TRUST CO5,699$1.04M0.02%+1,60413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,686$1.04M0.08%-11513F-HRTimeline
Consolidated Portfolio Review Corp5,673$1.04M0.14%+2,84513F-HRTimeline
GK Wealth Management LLC5,660$1.03M1.03%-18813F-HRTimeline
Arax Advisory Partners5,648$1.03M0.05%+1,57213F-HRTimeline
Modera Wealth Management, LLC5,647$1.03M0.01%-27113F-HRTimeline
LaSalle St. Investment Advisors, LLC5,644$1.03M0.28%+1,53413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,629$1.03M<0.01%-18,18113F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.5,599$1.02M<0.01%-1513F-HRTimeline
Meridian Financial Partners LLC5,543$1.01M0.48%+11313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,531$1.01M<0.01%-30013F-HRTimelineGroup
MFA Wealth Services5,508$1.01M0.76%+77913F-HRTimeline
Glenview Trust Co5,508$1.01M0.02%-10113F-HRTimeline
Violich Capital Management, Inc.5,500$1.01M0.14%-4013F-HRTimeline
Qube Research & Technologies Ltd5,500$1.01M<0.01%+5,07813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,485$1M0.21%new13F-HRTimeline
Abundance Wealth Counselors6,051$999K0.19%013F-HRTimeline
Investment Advisory Group, LLC5,392$986K0.3%+113F-HRTimeline
Coordinated Financial Services, Inc.5,359$980K0.68%13F-HRTimeline
Wise Wealth Partners5,332$975K1.63%-11,12913F-HRTimeline
Kellett Wealth Advisors, LLC5,329$974K0.64%+33513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,298$969K1.19%13F-HRTimeline
PUREfi Wealth, LLC5,295$968K0.77%+51013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,268$963K0.12%-69213F-HRTimeline
VestGen Investment Management5,253$960K0.69%-3,86413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,248$959K0.11%new13F-HRTimeline
Aprio Wealth Management, LLC5,227$956K0.11%-69013F-HRTimeline
Wolff Financial Management LLC5,193$949K0.25%+513F-HRTimeline
HB Wealth Management, LLC5,105$933K0.01%-19,30313F-HRTimeline
FIRST AMERICAN BANK5,069$927K0.06%013F-HRTimeline
Pasadena Private Wealth, LLC5,043$922K0.16%-12713F-HRTimeline
Altus Wealth Group LLC5,040$921K0.41%+15113F-HRTimeline
Quotient Wealth Partners, LLC5,032$920K0.03%-5513F-HRTimeline
RHS Financial, LLC4,999$914K0.52%-6,60213F-HRTimeline
FLC Capital Advisors4,977$910K0.19%013F-HRTimeline
KINTRA WEALTH, LLC4,957$906K0.55%+40013F-HRTimeline
FRG Family Wealth Advisors LLC4,945$904K0.16%-18513F-HRTimeline
Continuum Advisory, LLC4,913$898K0.11%-1,97313F-HRTimeline
KELLY FINANCIAL GROUP LLC4,912$898K0.26%+413F-HRTimeline
Strait & Sound Wealth Management LLC4,875$891K0.38%+66513F-HRTimeline
InTrack Investment Management Inc4,820$881K0.59%new13F-HRTimeline
WASHINGTON TRUST Co4,815$880K0.03%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,774$873K0.1%-80913F-HRTimeline
RAINIER FAMILY WEALTH INC4,770$872K0.87%+54413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,750$868K<0.01%+95713F-HR/ATimelineGroup
Kingsview Wealth Management, LLC4,738$866K0.01%-69013F-HRTimeline
Americana Partners, LLC4,735$866K0.03%new13F-HRTimeline
Etesian Wealth Advisors, Inc.4,648$850K0.32%+41713F-HRTimeline
IBEX WEALTH ADVISORS4,640$848K0.09%new13F-HRTimeline
Sonoma Private Wealth LLC4,635$847K1.04%-913F-HRTimeline
GatePass Capital, LLC4,619$844K0.56%+1,56413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,606$842K0.16%-513F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC4,598$841K0.21%-1113F-HRTimeline
Destiny Wealth Partners, LLC4,565$835K0.11%-22113F-HRTimeline
Empower Advisory Group, LLC4,548$831K<0.01%+2,06113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,515$825K0.01%-48213F-HRTimelineGroup
NOVUS ADVISORS, LLC4,497$822K1.25%-42113F-HRTimeline
Fulcrum Equity Management4,462$816K0.84%+19713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,437$811K<0.01%+113F-HR/ATimeline
Trace Wealth Advisors, LLC4,434$811K0.66%013F-HRTimeline
Raub Brock Capital Management LP4,414$807K0.18%new13F-HRTimeline
Goelzer Investment Management, Inc.4,381$801K0.04%+18913F-HRTimeline
D'Orazio & Associates, Inc.4,329$791K0.11%+67513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,307$787K0.06%+64013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,279$782K0.01%+1,16913F-HR/ATimelineGroup
Strategic Financial Concepts, LLC4,348$777K0.11%+22913F-HRTimeline
Belpointe Asset Management LLC4,230$773K0.03%+14213F-HRTimeline
Paulson Wealth Management Inc.4,222$772K0.2%013F-HRTimeline
Compagnie Lombard Odier SCmA4,220$772K0.01%new13F-HRTimeline
Wealthfront Advisers LLC4,174$763K<0.01%+41413F-HRTimeline
Fisher Asset Management, LLC4,115$752K<0.01%-91113F-HRTimeline
Gilliland Jeter Wealth Management LLC4,108$751K0.24%+47613F-HRTimeline
Busey Bank4,088$747K0.02%+56113F-HRTimeline
Capital Investment Counsel, LLC4,082$746K0.12%new13F-HRTimeline
Maridea Wealth Management LLC4,076$745K0.19%+1,37313F-HRTimeline
Legacy Trust4,073$745K0.18%+1,10013F-HRTimeline
Valeo Financial Advisors, LLC4,057$742K0.02%-1,75913F-HR/ATimeline
Cherry Tree Wealth Management, LLC4,045$740K0.17%+20413F-HRTimeline
FineMark National Bank & Trust4,043$739K0.03%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,016$734K0.08%+46213F-HRTimelineGroup
New England Professional Planning Group…4,015$734K0.33%+613F-HRTimeline
Pinnacle Family Advisors, LLC3,927$718K0.35%+713F-HRTimeline
Wilkins Miller Wealth Management, LLC3,921$717K0.49%new13F-HRTimeline
Advisory Alpha, LLC3,894$712K0.02%-13813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,889$711K0.28%new13F-HRTimeline
HCR Wealth Advisors3,888$711K0.08%-16713F-HRTimeline
True North Advisors, LLC3,886$710K0.14%-85913F-HRTimeline
Fulton Bank, N.A.3,860$706K0.03%+1,46013F-HRTimeline
Fortis Advisors, LLC3,851$704K0.45%-34213F-HRTimeline
Octavia Wealth Advisors, LLC3,844$703K0.08%+21213F-HRTimeline
Ballentine Partners, LLC3,841$702K0.01%013F-HRTimeline
NCM Capital Management, LLC3,839$702K0.29%013F-HRTimeline
4J Wealth Management LLC3,807$696K0.47%-5113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC3,776$690K<0.01%-4,50013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,759$687K<0.01%-27513F-HRTimelineGroup
Genesis Wealth Advisors, LLC3,758$687K0.52%-64913F-HRTimeline
Allie Family Office LLC3,757$687K0.34%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,752$686K<0.01%-247,64013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK3,698$676K0.01%new13F-HRTimeline
Firestone Capital Management3,689$674K0.16%+713F-HRTimeline
Moss Adams Wealth Advisors LLC3,687$674K0.06%013F-HRTimeline
CHILTON INVESTMENT CO INC.3,652$668K0.01%-14,58713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,627$663K0.04%+513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,627$663K0.06%+2,13113F-HRTimeline
Axim Planning & Wealth3,614$661K0.6%new13F-HRTimeline
VIAWEALTH, LLC3,594$657K0.39%-54313F-HRTimeline
Embree Financial Group3,587$656K0.1%new13F-HRTimeline
Northside Capital Management, LLC3,582$655K0.05%013F-HRTimeline
Euro Pacific Asset Management, LLC3,569$652K0.11%new13F-HR/ATimeline
Moors & Cabot, Inc.3,566$652K0.03%-4013F-HRTimeline
MBL Wealth, LLC3,565$652K0.06%-5513F-HRTimeline
Warren Street Wealth Advisors, LLC3,565$652K0.22%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…3,541$649K0.25%013F-HRTimeline
Maple Capital Management, Inc.3,543$648K0.04%-36013F-HRTimeline
Claris Financial LLC3,514$642K0.48%-3,32113F-HRTimeline
TFR Capital, LLC.3,477$636K0.23%013F-HR/ATimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,465$633K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC3,433$628K0.26%-48313F-HRTimeline
Gibbs Wealth Management3,428$627K0.12%-1,03313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,415$624K0.53%+1,56813F-HRTimeline
GenTrust, LLC3,400$622K0.03%013F-HRTimeline
Advyzon Investment Management, LLC3,388$619K0.14%+1,70513F-HRTimeline
Willis Johnson & Associates, Inc.3,377$617K0.04%+40213F-HRTimeline
White Lighthouse Investment Management …3,362$615K0.1%+5213F-HRTimeline
Palisade Asset Management, LLC3,358$614K0.06%013F-HRTimeline
Fiduciary Alliance LLC3,345$612K0.05%+18913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,329$609K0.17%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,536$604K0.24%13F-HRTimeline
Ledyard National Bank3,297$603K0.06%-9713F-HRTimeline
Vermillion & White Wealth Management Gr…3,275$599K0.39%-4,14513F-HRTimeline
Procyon Advisors, LLC3,243$593K0.06%-1,30413F-HRTimeline
Sachetta, LLC3,209$587K0.23%+413F-HRTimeline
Parkwoods Wealth Partners, LLC3,205$586K0.34%-63813F-HRTimeline
PKS Advisory Services, LLC3,195$584K0.15%+14513F-HRTimeline
LifeGoal Investments, LLC3,190$583K0.55%+57813F-HRTimeline
UPTICK PARTNERS, LLC3,176$581K0.17%+1,32313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,130$572K0.05%+53013F-HRTimeline
Quantum Portfolio Management LLC3,114$569K0.27%-1,55913F-HRTimeline
Anchor Investment Management, LLC3,100$567K0.05%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,097$566K0.09%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,096$566K0.01%+1,04613F-HRTimeline
DAVIDSON TRUST CO3,086$564K0.26%+31813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,081$563K0.02%013F-HRTimeline
Alpha Cubed Investments, LLC3,079$563K0.02%-5113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,067$561K0.07%-5513F-HRTimeline
TruNorth Capital Management, LLC3,063$560K0.12%-1313F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC3,046$557K0.02%+26413F-HRTimelineGroup