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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,506 managers (1,520 13F filers) reported a position in QUAL shares at 2025-09-30, 236,578,905 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
1,506
13F filers
1,520
New
77
Added
506
Reduced
697
Sold out
70
Shares held by filers
236,578,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
L & S Advisors Inc6,486$1.26M0.12%+41013F-HRTimeline
Dentgroup LLC6,476$1.26M0.81%+51913F-HRTimeline
Tarbox Family Office, Inc.6,418$1.25M0.18%-11,22413F-HRTimeline
LPWM LLC6,277$1.22M0.33%+13513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,234$1.21M0.3%013F-HRTimeline
LaSalle St. Investment Advisors, LLC6,205$1.21M0.22%+56113F-HRTimeline
Advisors Capital Management, LLC6,182$1.2M0.01%+13313F-HRTimeline
Main Street Financial Solutions, LLC6,172$1.2M0.08%-15813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,142$1.19M0.01%013F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC6,119$1.19M0.67%-59913F-HRTimeline
Empire Life Investments Inc.6,100$1.19M0.07%013F-HRTimeline
Compass Ion Advisors, LLC6,082$1.18M0.11%+513F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP6,078$1.18M0.37%013F-HRTimeline
Visionary Wealth Advisors6,061$1.18M0.05%+4113F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,029$1.17M0.19%-5113F-HRTimeline
PKS Advisory Services, LLC6,012$1.17M0.24%+2,81713F-HRTimeline
Wealth Dimensions Group, Ltd.6,001$1.17M0.24%-21313F-HRTimeline
YANKCOM Partnership6,000$1.17M0.53%013F-HRTimeline
Abundance Wealth Counselors5,998$1.17M0.2%-5313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,994$1.17M0.8%-3513F-HRTimeline
Kingsview Wealth Management, LLC5,949$1.16M0.02%+1,21113F-HRTimeline
Claris Financial LLC5,934$1.15M0.66%+2,42013F-HRTimeline
SG Americas Securities, LLC5,904$1.15M<0.01%-10,35213F-HRTimeline
GatePass Capital, LLC5,878$1.14M0.66%+1,25913F-HRTimeline
Seneschal Advisors, LLC5,877$1.14M0.83%-15913F-HRTimeline
MN Wealth Advisors, LLC5,871$1.14M0.61%-80813F-HRTimeline
Pines Wealth Management, LLC5,869$1.14M0.38%+1113F-HRTimeline
Eldridge Investment Advisors, Inc.5,857$1.14M0.26%-20413F-HRTimeline
Allegheny Financial Group5,836$1.14M0.21%-21513F-HRTimeline
Ipsen Advisor Group LLC5,834$1.13M0.82%-18513F-HRTimeline
Glenview Trust Co5,822$1.13M0.02%+31413F-HRTimeline
Etesian Wealth Advisors, Inc.5,803$1.13M0.37%+1,15513F-HRTimeline
Kovack Advisors, Inc.5,798$1.13M0.11%-33413F-HRTimeline
MFA Wealth Services5,788$1.13M0.78%+28013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.5,755$1.12M0.08%+6913F-HRTimeline
Ergawealth Advisors, Inc.5,721$1.11M0.52%+1013F-HRTimeline
Quantum Portfolio Management LLC5,683$1.11M0.33%+2,56913F-HRTimeline
Modera Wealth Management, LLC5,674$1.1M0.01%+2713F-HRTimeline
Meridian Financial Partners LLC5,587$1.1M0.46%+4413F-HRTimeline
MANNING & NAPIER ADVISORS LLC5,621$1.09M0.01%+3,08913F-HRTimeline
Sound Financial Strategies Group, LLC5,610$1.09M0.8%+5,55513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,606$1.09M0.04%-2,476,35413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,588$1.09M-519Timeline
Consolidated Portfolio Review Corp5,563$1.08M0.14%-11013F-HRTimeline
Violich Capital Management, Inc.5,540$1.08M0.13%+4013F-HRTimeline
DIVERSIFIED TRUST CO5,521$1.07M0.02%-17813F-HRTimeline
ALTFEST L J & CO INC5,504$1.07M0.12%-20,69513F-HRTimeline
Empirical Asset Management, LLC5,501$1.07M0.3%-54513F-HRTimeline
Patton Albertson Miller Group, LLC5,470$1.06M0.13%-2,05013F-HRTimeline
Strait & Sound Wealth Management LLC5,460$1.06M0.41%+58513F-HRTimeline
Kellett Wealth Advisors, LLC5,459$1.06M0.64%+13013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,440$1.06M-2,861Timeline
Raub Brock Capital Management LP5,404$1.05M0.23%+99013F-HRTimeline
Investment Advisory Group, LLC5,393$1.05M0.29%+113F-HRTimeline
Houlihan Financial Resource Group, Ltd.5,388$1.05M0.92%-6,14713F-HRTimeline
FRG Family Wealth Advisors LLC5,380$1.05M0.17%+43513F-HRTimeline
GK Wealth Management LLC5,309$1.03M0.77%-35113F-HRTimeline
Wise Wealth Partners5,258$1.02M1.56%-7413F-HRTimeline
FIRST AMERICAN BANK5,252$1.02M0.06%+18313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,269$1.02M0.12%+113F-HRTimeline
Insight Inv LLC5,226$1.02M0.6%new13F-HRTimeline
SeaCrest Wealth Management, LLC5,165$1.02M0.11%-66713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,220$1.02M0.1%+1,20413F-HRTimelineGroup
Maridea Wealth Management LLC5,185$1.01M0.16%+1,10913F-HRTimeline
FLP Wealth Management, LLC5,208$1.01M2.85%-1,82113F-HR/ATimeline
InTrack Investment Management Inc5,200$1.01M0.6%+38013F-HRTimeline
Wolff Financial Management LLC5,166$1M0.23%-2713F-HRTimeline
Aprio Wealth Management, LLC5,166$1M0.1%-6113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,148$1M0.1%-10013F-HRTimeline
Advyzon Investment Management, LLC5,138$999K0.17%+1,75013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,132$998K<0.01%-46713F-HRTimeline
Bogart Wealth, LLC5,108$993K0.04%-407,78413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,052$982K<0.01%+61513F-HRTimeline
Altus Wealth Group LLC5,035$979K0.4%-513F-HRTimeline
Imprint Wealth LLC5,020$976K3.13%13F-HRTimeline
Coordinated Financial Services, Inc.4,954$964K0.62%-40513F-HRTimeline
Quotient Wealth Partners, LLC4,944$962K0.03%-8813F-HRTimeline
Pasadena Private Wealth, LLC4,932$959K0.14%-11113F-HRTimeline
KELLY FINANCIAL GROUP LLC4,931$959K0.25%+1913F-HRTimeline
Destiny Wealth Partners, LLC4,931$959K0.12%+36613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,911$955K0.98%-38713F-HR/ATimeline
FLC Capital Advisors4,827$939K0.18%-15013F-HRTimeline
Americana Partners, LLC4,822$938K0.03%+8713F-HRTimeline
PUREfi Wealth, LLC4,816$937K0.72%-47913F-HRTimeline
WASHINGTON TRUST Co4,815$937K0.03%013F-HRTimeline
RAINIER FAMILY WEALTH INC4,770$928K0.83%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,763$926K0.11%-1113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,738$921K0.03%+1,69213F-HRTimelineGroup
IBEX WEALTH ADVISORS4,710$916K0.09%+7013F-HRTimeline
Alpha Financial Partners LLC4,692$913K0.59%-1,39013F-HRTimeline
EVOKE WEALTH, LLC4,663$907K0.02%+1,88913F-HRTimeline
VestGen Investment Management4,663$907K0.55%-59013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,651$905K<0.01%-88013F-HRTimelineGroup
Fortis Capital Advisors, LLC4,646$904K0.14%new13F-HRTimeline
Soundwatch Capital LLC4,620$899K0.14%-2,433,30413F-HRTimeline
GWN SECURITIES INC.4,567$895K0.21%-2,51213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,600$895K<0.01%new13F-HRTimeline
Sonoma Private Wealth LLC4,586$892K1.07%-4913F-HRTimeline
Continuum Advisory, LLC4,581$891K0.09%-33213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,518$879K<0.01%-3013F-HRTimelineGroup
Legacy Trust4,516$878K0.17%+44313F-HRTimeline
Fulcrum Equity Management4,491$873K0.88%+2913F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,456$867K0.15%-15013F-HRTimelineGroup
Trace Wealth Advisors, LLC4,434$862K0.64%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC4,387$853K0.2%-21113F-HRTimeline
Gilliland Jeter Wealth Management LLC4,380$852K0.26%+27213F-HRTimeline
Investment Research Partners LLC4,292$851K0.38%13F-HRTimeline
Strategic Financial Concepts, LLC4,367$849K0.12%+1913F-HRTimeline
Valeo Financial Advisors, LLC4,339$844K0.02%+28213F-HRTimeline
Goelzer Investment Management, Inc.4,337$844K0.04%-4413F-HRTimeline
D'Orazio & Associates, Inc.4,330$842K0.11%+113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,329$842K<0.01%+57013F-HRTimelineGroup
Blue Capital, Inc.4,326$841K0.62%new13F-HRTimeline
RHS Financial, LLC4,309$838K0.43%-69013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC4,274$831K0.31%+38513F-HRTimeline
Amplius Wealth Advisors, LLC4,267$830K0.07%-5,43513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,253$827K0.01%+1,15713F-HRTimeline
Compagnie Lombard Odier SCmA4,220$821K0.01%013F-HRTimeline
FineMark National Bank & Trust4,147$807K0.03%+10413F-HRTimeline
Oregon Pacific Wealth Management, LLC4,133$804K0.69%+1,14413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,307$790K0.06%013F-HRTimeline
Wealthfront Advisers LLC4,033$784K<0.01%-14113F-HRTimeline
New England Professional Planning Group…4,022$782K0.36%+713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,002$778K0.04%-4,33613F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp4,002$778K0.01%+53713F-HRTimelineGroup
Advisory Alpha, LLC3,954$777K0.02%+6013F-HRTimeline
UPTICK PARTNERS, LLC3,970$772K0.2%+79413F-HRTimeline
Paulson Wealth Management Inc.3,965$771K0.18%-25713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,964$771K0.05%-198,55713F-HRTimelineGroup
HCR Wealth Advisors3,919$770K0.08%+3113F-HRTimeline
Willis Johnson & Associates, Inc.3,936$766K0.05%+55913F-HRTimeline
Wilkins Miller Wealth Management, LLC3,929$764K0.47%+813F-HRTimeline
Pinnacle Family Advisors, LLC3,928$764K0.33%+113F-HRTimeline
Moors & Cabot, Inc.3,920$762K0.03%+35413F-HRTimeline
Euro Pacific Asset Management, LLC3,920$762K0.09%+35113F-HRTimeline
Cherry Tree Wealth Management, LLC3,910$760K0.17%-13513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,895$758K0.06%new13F-HRTimelineGroup
True North Advisors, LLC3,886$756K0.12%013F-HRTimeline
Allie Family Office LLC3,862$751K0.36%+10513F-HRTimeline
Fulton Bank, N.A.3,860$751K0.03%013F-HRTimeline
NOVUS ADVISORS, LLC3,856$750K1.72%-64113F-HRTimeline
NCM Capital Management, LLC3,839$747K0.29%013F-HRTimeline
Genesis Wealth Advisors, LLC3,758$731K0.52%013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,730$725K0.25%13F-HRTimeline
Ballentine Partners, LLC3,706$721K0.01%-13513F-HRTimeline
Moss Adams Wealth Advisors LLC3,699$719K0.06%+1213F-HRTimeline
Firestone Capital Management3,696$719K0.16%+713F-HRTimeline
Warren Street Wealth Advisors, LLC3,625$705K0.21%+6013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,622$704K0.04%-513F-HRTimeline
4J Wealth Management LLC3,607$702K0.41%-20013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,589$698K<0.01%-1,16113F-HRTimelineGroup
Sunbelt Securities, Inc.3,589$698K0.05%-4,60313F-HRTimeline
Northside Capital Management, LLC3,582$697K0.06%013F-HRTimeline
White Lighthouse Investment Management …3,571$695K0.11%+20913F-HRTimeline
BAM Wealth Management, LLC3,561$693K0.54%13F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,549$690K0.06%new13F-HRTimeline
MBL Wealth, LLC3,515$684K0.06%-5013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,509$683K0.01%+3,35913F-HRTimelineGroup
Financial Engines Advisors L.L.C.3,499$681K<0.01%new13F-HRTimeline
TFR Capital, LLC.3,477$676K0.23%013F-HRTimeline
Olde Wealth Management, LLC3,427$671K0.21%13F-HRTimeline
Fiduciary Alliance LLC3,437$668K0.04%+9213F-HRTimeline
Painted Porch Advisors LLC3,433$668K0.25%013F-HRTimeline
DAVIDSON TRUST CO3,431$667K0.28%+34513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,424$666K0.51%+913F-HRTimeline
GenTrust, LLC3,400$661K0.03%013F-HRTimeline
Octavia Wealth Advisors, LLC3,399$661K0.07%-44513F-HRTimeline
Palisade Asset Management, LLC3,365$654K0.06%+713F-HRTimeline
Procyon Advisors, LLC3,350$652K0.04%+10713F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…3,288$640K0.14%+2,87113F-HRTimelineGroup
NOVEM GROUP3,277$637K0.08%-12,92713F-HRTimeline
Vermillion & White Wealth Management Gr…3,250$632K0.36%-2513F-HRTimeline
Indie Asset Partners, LLC3,230$628K0.84%+1,48513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,217$626K0.17%-11213F-HRTimeline
Sachetta, LLC3,209$624K0.23%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,199$622K0.03%-3,01713F-HRTimelineGroup
Fisher Asset Management, LLC3,127$608K<0.01%-98813F-HRTimeline
Midwest Trust Co3,107$604K0.01%-3,83413F-HRTimeline
Parkwoods Wealth Partners, LLC3,106$604K0.21%-9913F-HRTimeline
WNY Asset Management, LLC3,104$604K0.06%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,103$604K0.01%+16113F-HRTimeline
Anchor Investment Management, LLC3,100$603K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,089$601K0.05%-4113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,084$600K0.02%+313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,081$599K0.27%+19513F-HRTimeline
Alpha Cubed Investments, LLC3,079$599K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,067$597K0.07%013F-HRTimeline
TruNorth Capital Management, LLC3,063$596K0.12%013F-HRTimeline
Freedom Investment Management, Inc.3,044$592K0.16%-23,45313F-HRTimeline
Crewe Advisors LLC3,039$591K0.06%+1113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,034$590K0.09%-6313F-HRTimeline
Wedmont Private Capital3,012$590K0.02%+14913F-HRTimeline
SWEENEY & MICHEL, LLC3,066$586K0.2%+13213F-HRTimeline
Busey Bank3,006$585K0.02%-1,08213F-HRTimeline
Vantage Financial Partners, LLC2,982$580K0.12%-313F-HRTimeline
Quartz Partners, LLC2,972$578K0.21%+38713F-HRTimeline
International Private Wealth Advisors L…2,972$578K0.36%-3113F-HRTimeline
Curi Capital, LLC2,969$578K0.01%+30513F-HRTimeline
VIAWEALTH, LLC2,962$576K0.31%-63213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,957$575K0.09%013F-HRTimelineGroup