Skip to content
Disclosery

QUAL ISHARES TR

Follow

ETF (fund)

1,616 managers (1,632 13F filers) reported a position in QUAL shares at 2025-12-31, 205,760,421 shares in all. 82 filers opened a position and 76 filers sold out during the quarter.

Managers
1,616
13F filers
1,632
New
82
Added
450
Reduced
740
Sold out
76
Shares held by filers
205,760,421

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CPC Advisors, LLC6,826$1.36M0.14%-89813F-HRTimeline
LPWM LLC6,817$1.35M0.34%+54013F-HRTimeline
Cassilly Financial Group LLC6,789$1.35M1.19%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,761$1.34M0.01%+2,50813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,753$1.34M0.07%-14113F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC6,751$1.34M1.05%-1,03813F-HRTimeline
Capital Investment Management, Inc.6,716$1.33M0.47%13F-HRTimeline
Richard P Slaughter Associates Inc6,713$1.33M0.28%-1,76013F-HRTimeline
Quadcap Wealth Management, LLC7,027$1.33M0.15%+37413F-HRTimeline
Per Stirling Capital Management, LLC.6,681$1.33M0.15%+15113F-HRTimeline
Magnus Financial Group LLC6,666$1.32M0.1%-1,28913F-HRTimeline
New Republic Capital, LLC6,646$1.32M0.35%-84713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,615$1.31M0.3%-11713F-HRTimeline
Caliber Wealth Management, LLC / KS6,608$1.31M0.14%-1,90813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION6,607$1.31M0.11%-45913F-HRTimeline
Saiph Capital, LLC6,563$1.3M0.47%013F-HRTimeline
FourThought Financial Partners, LLC6,516$1.29M0.11%+1613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,502$1.29M1.07%+1,59113F-HRTimeline
ENTRUST FINANCIAL LLC6,495$1.29M0.96%13F-HRTimeline
Accelerate Investment Advisors LLC6,481$1.29M0.87%-3,06613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC6,480$1.29M0.16%-13313F-HRTimeline
L & S Advisors Inc6,448$1.28M0.12%-3813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,418$1.27M0.12%+1,19813F-HRTimelineGroup
Tarbox Family Office, Inc.6,417$1.27M0.21%-113F-HRTimeline
Hutchens & Kramer Investment Management…6,385$1.27M0.44%-2,37213F-HRTimeline
Investment Research Partners LLC6,377$1.27M0.54%+2,08513F-HRTimeline
Hobbs Group Advisors, LLC6,368$1.26M0.38%-20913F-HRTimeline
Galvin, Gaustad & Stein, LLC6,361$1.26M0.1%+4,39213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,342$1.26M0.01%+20013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC6,290$1.25M0.02%13F-HRTimeline
COWA, LLC6,266$1.24M0.38%-55613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,234$1.24M0.3%013F-HRTimeline
Merkkuri Wealth Advisors LLC6,232$1.24M0.84%-6,54213F-HRTimeline
Activest Wealth Management6,112$1.22M0.23%-5,24913F-HRTimeline
Empire Life Investments Inc.6,150$1.22M0.07%+5013F-HRTimeline
Seneschal Advisors, LLC6,146$1.22M0.9%+26913F-HRTimeline
Pines Wealth Management, LLC6,133$1.22M0.39%+26413F-HRTimeline
Visionary Wealth Advisors6,104$1.21M0.05%+4313F-HRTimeline
Capital Investment Counsel, LLC6,080$1.21M0.17%-1,24613F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP6,078$1.21M0.37%013F-HRTimeline
Pearl Planning LLC6,057$1.2M0.74%13F-HRTimeline
Wealthfront Advisers LLC6,028$1.2M<0.01%+1,99513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,028$1.2M0.03%new13F-HRTimelineGroup
Two West Capital Advisors LLC6,019$1.2M0.69%-5,00013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,007$1.19M0.02%-82813F-HRTimelineGroup
YANKCOM Partnership6,000$1.19M0.51%013F-HRTimeline
Abundance Wealth Counselors5,998$1.19M0.2%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,939$1.18M0.78%-5513F-HRTimeline
Arsenal Capital Advisors LLC5,933$1.18M0.83%13F-HRTimeline
Aprio Wealth Management, LLC5,932$1.18M0.07%+76613F-HRTimeline
SeaCrest Wealth Management, LLC5,822$1.18M0.12%+65713F-HRTimeline
Hershey Financial Advisers, LLC5,915$1.17M0.99%new13F-HRTimeline
EHRLICH FINANCIAL GROUP5,883$1.17M0.66%-63013F-HRTimeline
Glenview Trust Co5,822$1.16M0.02%013F-HRTimeline
Allegheny Financial Group5,811$1.15M0.17%-2513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,812$1.15M0.53%-4,14013F-HRTimeline
Turtle Creek Wealth Advisors, LLC5,806$1.15M0.09%+2,25713F-HRTimeline
Compass Ion Advisors, LLC5,805$1.15M0.11%-27713F-HRTimeline
Dentgroup LLC5,801$1.15M0.79%-67513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,771$1.15M0.22%-1,29913F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.5,755$1.14M0.08%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,731$1.14M0.06%-1,54713F-HRTimeline
WealthTrak Capital Management LLC5,721$1.14M0.81%-5,30713F-HRTimeline
DIVERSIFIED TRUST CO5,701$1.13M0.02%+18013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC5,688$1.13M0.03%+4,11713F-HRTimelineGroup
Meridian Financial Partners LLC5,587$1.13M0.45%013F-HRTimeline
Sound Income Strategies, LLC5,548$1.13M0.05%-2,40013F-HRTimeline
Belpointe Asset Management LLC5,661$1.12M0.04%-3,20513F-HRTimeline
Ipsen Advisor Group LLC5,641$1.12M0.8%-19313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,641$1.12M0.61%-47813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,639$1.12M+199Timeline
Raleigh Capital Management Inc.5,637$1.12M0.41%-4,67113F-HRTimeline
PALLADIEM, LLC5,584$1.12M1.06%13F-HRTimeline
LaSalle St. Investment Advisors, LLC5,627$1.12M0.18%-57813F-HRTimeline
Storen Legacy Partners, LLC5,613$1.11M0.35%13F-HRTimeline
MFA Wealth Services5,544$1.1M0.74%-24413F-HRTimeline
Violich Capital Management, Inc.5,540$1.1M0.12%013F-HRTimeline
Wealth Dimensions Group, Ltd.5,519$1.1M0.22%-48213F-HRTimeline
ALTFEST L J & CO INC5,504$1.09M0.12%013F-HRTimeline
MSH Capital Advisors LLC5,496$1.09M0.23%-2,23813F-HRTimeline
PKS Advisory Services, LLC5,490$1.09M0.25%-52213F-HRTimeline
Kellett Wealth Advisors, LLC5,488$1.09M0.62%+2913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,485$1.09M0.11%+33713F-HRTimeline
Vavra Capital Management, LLC5,472$1.09M1.07%13F-HRTimeline
Vantus Wealth LLC5,455$1.08M0.8%13F-HRTimeline
Patton Albertson Miller Group, LLC5,449$1.08M0.13%-2113F-HRTimeline
Raub Brock Capital Management LP5,429$1.08M0.24%+2513F-HRTimeline
Sovereign Financial Group, Inc.5,425$1.08M0.19%-5,74313F-HRTimeline
Ridgeline Wealth Planning, LLC5,409$1.07M0.77%-3,77013F-HRTimeline
Investment Advisory Group, LLC5,395$1.07M0.28%+213F-HRTimeline
Lantern Wealth Advisors, LLC5,387$1.07M0.57%-1,98213F-HRTimeline
Maridea Wealth Management LLC5,323$1.06M0.16%+13813F-HRTimeline
Eldridge Investment Advisors, Inc.5,317$1.06M0.23%-54013F-HRTimeline
Financial Engines Advisors L.L.C.5,313$1.06M<0.01%+1,81413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,293$1.05M<0.01%+77513F-HRTimelineGroup
Noble Wealth Management PBC5,290$1.05M0.53%-1,27713F-HRTimeline
GK Wealth Management LLC5,269$1.05M0.77%-4013F-HRTimeline
FWG Investments, LLC.5,260$1.04M0.67%-1,57313F-HRTimeline
FIRST AMERICAN BANK5,252$1.04M0.06%013F-HRTimeline
JT Stratford LLC5,193$1.03M0.13%-1,76413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,192$1.03M<0.01%+14013F-HRTimeline
Strait & Sound Wealth Management LLC5,186$1.03M0.38%-27413F-HRTimeline
Wise Wealth Partners5,184$1.03M1.48%-7413F-HRTimeline
Wolff Financial Management LLC5,148$1.02M0.23%-1813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC5,141$1.02M0.04%+40313F-HRTimelineGroup
InTrack Investment Management Inc5,130$1.02M0.57%-7013F-HRTimeline
D'Orazio & Associates, Inc.5,047$1M0.13%+71713F-HRTimeline
Claris Financial LLC5,017$996K0.53%-91713F-HRTimeline
Fulton Bank, N.A.5,004$994K0.03%+1,14413F-HRTimeline
Galaxy Group Investments LLCin group Galaxy Group Investments LLC5,000$993K0.14%new13F-HR/ATimelineGroup
LANE BROTHERS & CO INC4,968$987K0.71%13F-HRTimeline
Ergawealth Advisors, Inc.4,966$986K0.45%-75513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,958$985K0.33%-2,64813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC4,914$976K0.11%-35513F-HRTimeline
Crusonia Wealth Advisors LLC4,913$976K0.21%13F-HRTimeline
FLC Capital Advisors4,894$972K0.18%+6713F-HRTimeline
Destiny Wealth Partners, LLC4,727$963K0.11%-20413F-HRTimeline
FLP Wealth Management, LLC4,829$959K2.27%-37913F-HR/ATimeline
Pasadena Private Wealth, LLC4,827$959K0.13%-10513F-HRTimeline
FIRST MANHATTAN CO. LLC.4,821$958K<0.01%-31113F-HRTimeline
RAINIER FAMILY WEALTH INC4,819$957K0.72%+4913F-HRTimeline
WASHINGTON TRUST Co4,815$956K0.03%013F-HRTimeline
Americana Partners, LLC4,797$953K0.03%-2513F-HRTimeline
KINTRA WEALTH, LLC4,717$937K0.13%+1,84613F-HRTimeline
Midwest Trust Co4,686$931K0.01%+1,57913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,676$929K<0.01%+2513F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC4,668$927K0.24%-26313F-HRTimeline
Soundwatch Capital LLC4,636$921K0.14%+1613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,635$921K0.11%-12813F-HRTimeline
Altus Wealth Group LLC4,634$920K0.37%-40113F-HRTimeline
Sonoma Private Wealth LLC4,586$911K1.1%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,584$910K0.01%+25513F-HRTimelineGroup
Legacy Trust4,516$897K0.17%013F-HRTimeline
SWEENEY & MICHEL, LLC4,401$897K0.26%+1,33513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding4,490$892K+1,202Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,444$883K0.14%-1213F-HRTimelineGroup
Trace Wealth Advisors, LLC4,434$881K0.64%013F-HRTimeline
Lifeworks Advisors, LLC4,432$880K0.11%-3,99313F-HRTimeline
Coordinated Financial Services, Inc.4,399$874K0.5%-55513F-HRTimeline
Independence Bank of Kentucky4,398$874K0.11%+2,09113F-HRTimeline
Catalina Capital Group, LLC4,376$869K0.53%-4,40013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.4,301$854K0.56%-3,17113F-HRTimeline
Valeo Financial Advisors, LLC4,300$854K0.02%-3913F-HRTimeline
FAMILY WEALTH PARTNERS, LLC4,298$854K0.31%+2413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,268$848K0.23%+1,41013F-HRTimeline
Amplius Wealth Advisors, LLC4,268$848K0.07%+113F-HRTimeline
Oak Barrel Wealth Advisory LLC4,223$839K0.5%13F-HRTimeline
White Lighthouse Investment Management …4,221$838K0.12%+65013F-HRTimeline
Compagnie Lombard Odier SCmA4,220$838K0.01%013F-HRTimeline
FRG Family Wealth Advisors LLC4,205$835K0.13%-1,17513F-HRTimeline
Range Advisory, LLC4,197$834K0.21%13F-HRTimeline
Atlatl Advisers LLC4,195$833K0.32%-3,70813F-HRTimeline
Independent Advisor Alliance4,157$826K0.02%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC4,146$823K0.2%-24113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,145$823K0.38%13F-HRTimeline
McAdam, LLC4,141$822K0.04%+1,19613F-HRTimeline
Euro Pacific Asset Management, LLC4,140$822K0.09%+22013F-HR/ATimeline
FineMark National Bank & Trust4,111$817K0.03%-3613F-HRTimeline
GatePass Capital, LLC4,076$810K0.42%-1,80213F-HRTimeline
True North Advisors, LLC4,057$806K0.1%+17113F-HRTimeline
RHS Financial, LLC4,039$802K0.39%-27013F-HRTimeline
New England Professional Planning Group…4,035$801K0.34%+1313F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,028$800K0.12%13F-HRTimeline
HCR Wealth Advisors4,019$798K0.08%+10013F-HRTimeline
Oregon Pacific Wealth Management, LLC3,987$792K0.82%-14613F-HRTimeline
Continuum Advisory, LLC3,979$790K0.08%-60213F-HRTimeline
Paulson Wealth Management Inc.3,965$788K0.18%013F-HRTimeline
NCM Capital Management, LLC3,939$782K0.29%+10013F-HRTimeline
Goelzer Investment Management, Inc.3,938$782K0.04%-39913F-HRTimeline
Cherry Tree Wealth Management, LLC3,935$782K0.17%+2513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,912$777K0.06%+1713F-HRTimelineGroup
Willis Johnson & Associates, Inc.3,902$775K0.05%-3413F-HRTimeline
Alpha Cubed Investments, LLC3,874$769K0.03%+79513F-HRTimeline
Allie Family Office LLC3,862$767K0.36%013F-HRTimeline
Northwest Capital Management Inc3,836$762K3.3%-9,90113F-HRTimeline
NOVUS ADVISORS, LLC3,816$758K1.69%-4013F-HRTimeline
Semus Wealth Partners LLC3,804$756K0.41%-2,74413F-HRTimeline
Cyndeo Wealth Partners, LLC3,795$754K0.04%-12,00113F-HRTimeline
Blue Zone Wealth Advisors, LLC3,763$747K0.14%+1,25913F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,748$744K0.01%-25413F-HRTimelineGroup
MBL Wealth, LLC3,739$743K0.06%+22413F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,730$741K0.24%013F-HRTimeline
Resurgent Financial Advisors LLC3,719$739K0.37%-3,03213F-HRTimeline
Moors & Cabot, Inc.3,717$738K0.03%-20313F-HRTimeline
Moss Adams Wealth Advisors LLC3,699$735K0.05%013F-HRTimeline
Firestone Capital Management3,695$734K0.16%-113F-HRTimeline
DAVIDSON TRUST CO3,655$726K0.3%+22413F-HRTimeline
Sunbelt Securities, Inc.3,641$723K0.05%+5213F-HRTimeline
Empirical Asset Management, LLC3,634$722K0.2%-1,86713F-HRTimeline
WORLD EQUITY GROUP, INC.3,625$720K0.2%-4,68013F-HRTimeline
EVOKE WEALTH, LLC3,624$720K0.01%-1,03913F-HRTimeline
4J Wealth Management LLC3,607$716K0.41%013F-HRTimeline
Indie Asset Partners, LLC3,592$713K0.8%+36213F-HRTimeline
Northside Capital Management, LLC3,582$712K0.06%013F-HRTimeline
Gilliland Jeter Wealth Management LLC3,580$711K0.21%-80013F-HRTimeline
Adelphi Trust Co3,567$708K0.58%13F-HRTimeline
Wilkins Miller Wealth Management, LLC3,550$705K0.42%-37913F-HRTimeline
TFR Capital, LLC.3,541$703K0.23%+6413F-HRTimeline
MN Wealth Advisors, LLC3,520$699K0.35%-2,35113F-HRTimeline
Clark Asset Management, LLC3,495$694K0.07%new13F-HRTimeline