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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,636 managers (1,656 13F filers) reported a position in QUAL shares at 2026-03-31, 212,645,808 shares in all. 102 filers opened a position and 77 filers sold out during the quarter.

Managers
1,636
13F filers
1,656
New
102
Added
629
Reduced
636
Sold out
77
Shares held by filers
212,645,808

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FIRST CITIZENS BANK & TRUST CO6,876$1.32M0.03%-38613F-HRTimeline
Ardent Capital Management, Inc.6,874$1.32M0.56%013F-HRTimeline
Syntegra Private Wealth Group, LLC6,851$1.31M0.12%-71813F-HRTimeline
Wall Capital Group, Inc.6,771$1.3M1.39%-12513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,730$1.29M0.06%-2313F-HRTimeline
Glenview Trust Co6,719$1.29M0.02%+89713F-HRTimeline
Two West Capital Advisors LLC6,241$1.28M0.68%+22213F-HRTimeline
Saiph Capital, LLC6,683$1.28M0.49%+12013F-HRTimeline
Fairvoy Private Wealth, LLC6,669$1.28M0.31%-58013F-HRTimeline
Tranquilli Financial Advisor LLC6,662$1.28M0.75%-46313F-HRTimeline
Accredited Investors Inc.6,657$1.28M0.07%+5,61913F-HRTimeline
Caliber Wealth Management, LLC / KS6,588$1.26M0.14%-2013F-HRTimeline
EVERPAR ADVISORS LLC6,558$1.26M0.43%-94713F-HRTimeline
L & S Advisors Inc6,539$1.25M0.16%+9113F-HRTimeline
AVALON CAPITAL MANAGEMENT6,526$1.25M0.35%-2,08313F-HRTimeline
Accelerate Investment Advisors LLC6,520$1.25M0.84%+3913F-HRTimeline
Goelzer Investment Management, Inc.6,513$1.25M0.06%+2,57513F-HRTimeline
FourThought Financial Partners, LLC6,510$1.25M0.11%-613F-HRTimeline
New Republic Capital, LLC6,507$1.25M0.42%-13913F-HRTimeline
FWG Investments, LLC.6,462$1.24M0.79%+1,20213F-HRTimeline
Vision Retirement, LLC6,460$1.24M0.35%-2,64413F-HRTimeline
Quadcap Wealth Management, LLC6,431$1.23M0.14%-59613F-HRTimeline
LaSalle St. Investment Advisors, LLC6,413$1.23M0.17%+78613F-HRTimeline
Merkkuri Wealth Advisors LLC6,396$1.23M0.81%+16413F-HRTimeline
PALLADIEM, LLC7,888$1.22M1.17%+2,30413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,342$1.22M0.01%013F-HRTimelineGroup
Range Advisory, LLC6,307$1.21M0.22%+2,11013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,306$1.21M0.03%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,304$1.21M-1,829Timeline
LAKE STREET PRIVATE WEALTH, LLC6,278$1.2M0.15%-20213F-HRTimeline
Hobbs Group Advisors, LLC6,260$1.2M0.36%-10813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,240$1.2M0.87%-26213F-HRTimeline
Maridea Wealth Management LLC6,239$1.2M0.17%+91613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,238$1.2M0.06%+50713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,234$1.2M0.28%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,143$1.18M0.08%-1,46913F-HRTimeline
EFG International AGin group EFG International AG6,144$1.18M0.03%+5,43913F-HRTimelineGroup
COWA, LLC6,105$1.17M0.32%-16113F-HRTimeline
Wealthfront Advisers LLC6,093$1.17M<0.01%+6513F-HRTimeline
Empire Life Investments Inc.6,050$1.17M0.07%-10013F-HRTimeline
Galvin, Gaustad & Stein, LLC6,062$1.16M0.09%-29913F-HRTimeline
Seneschal Advisors, LLC6,057$1.16M0.86%-8913F-HRTimeline
Strait & Sound Wealth Management LLC6,054$1.16M0.44%+86813F-HRTimeline
Visionary Wealth Advisors6,031$1.16M0.05%-7313F-HRTimeline
YANKCOM Partnership6,000$1.15M0.47%013F-HRTimeline
Abundance Wealth Counselors5,998$1.15M0.17%013F-HRTimeline
Hutchens & Kramer Investment Management…5,957$1.14M0.36%-42813F-HRTimeline
Davidson Kahn Capital Management, LLC5,605$1.14M0.61%new13F-HRTimeline
EWA, LLC5,931$1.14M0.26%-62,38713F-HRTimeline
Tarbox Family Office, Inc.5,924$1.14M0.18%-49313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,921$1.14M0.73%-1813F-HRTimeline
Arsenal Capital Advisors LLC5,915$1.13M0.82%-1813F-HRTimeline
WealthTrak Capital Management LLC5,883$1.13M0.81%+16213F-HRTimeline
Financial Engines Advisors L.L.C.5,815$1.12M<0.01%+50213F-HRTimeline
Allegheny Financial Group5,811$1.11M0.15%013F-HRTimeline
Compass Ion Advisors, LLC5,811$1.11M0.11%+613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,790$1.11M0.09%-81713F-HRTimeline
Pines Wealth Management, LLC5,771$1.11M0.36%-36213F-HRTimeline
Vantage Point Financial LLC5,717$1.1M0.39%-1,12713F-HRTimeline
DIVERSIFIED TRUST CO5,706$1.09M0.02%+513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,698$1.09M+59Timeline
CAHABA WEALTH MANAGEMENT, INC.5,686$1.09M0.07%-6913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,679$1.09M0.19%-9213F-HRTimelineGroup
Pearl Planning LLC5,678$1.09M0.58%-37913F-HRTimeline
Per Stirling Capital Management, LLC.5,677$1.09M0.12%-1,00413F-HRTimeline
Ipsen Advisor Group LLC5,654$1.08M0.76%+1313F-HRTimeline
Raub Brock Capital Management LP5,646$1.08M0.27%+21713F-HRTimeline
Meridian Financial Partners LLC5,587$1.08M0.41%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/5,631$1.08M0.1%+14613F-HRTimeline
Storen Legacy Partners, LLC5,621$1.08M0.34%+813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,584$1.07M0.47%-22813F-HR/ATimeline
WNY Asset Management, LLC5,582$1.07M0.11%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC5,553$1.07M0.55%-8813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC5,538$1.06M0.03%-15013F-HRTimelineGroup
Raleigh Capital Management Inc.5,521$1.06M0.37%-11613F-HRTimeline
MFA Wealth Services5,504$1.06M0.7%-4013F-HRTimeline
Violich Capital Management, Inc.5,500$1.05M0.12%-4013F-HRTimeline
Aprio Wealth Management, LLC5,477$1.05M0.06%-45513F-HRTimeline
Sovereign Financial Group, Inc.5,461$1.05M0.18%+3613F-HRTimeline
Noble Wealth Management PBC5,454$1.05M0.54%+16413F-HRTimeline
Cooper Financial Group5,403$1.04M0.1%-2,56013F-HRTimeline
Soundwatch Capital LLC5,401$1.04M0.13%+76513F-HRTimeline
JT Stratford LLC5,395$1.03M0.13%+20213F-HRTimeline
KINTRA WEALTH, LLC5,383$1.03M0.07%+66613F-HRTimeline
Investment Advisory Group, LLC5,374$1.03M0.26%-2113F-HRTimeline
Vavra Capital Management, LLC5,337$1.02M1%-13513F-HRTimeline
Owl Creek Wealth Partners LLC5,277$1.01M0.36%13F-HRTimeline
Blue Zone Wealth Advisors, LLC5,260$1.01M0.21%+1,49713F-HRTimeline
FIRST AMERICAN BANK5,252$1.01M0.06%013F-HRTimeline
Lantern Wealth Advisors, LLC5,248$1.01M0.52%-13913F-HRTimeline
Cardinal Point Capital Management ULC5,243$1.01M0.06%+3,40913F-HRTimeline
Pasadena Private Wealth, LLC5,232$1M0.14%+40513F-HRTimeline
Patton Albertson Miller Group, LLC5,195$997K0.12%-25413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,186$995K<0.01%-613F-HRTimeline
Wise Wealth Partners5,184$994K1.35%013F-HRTimeline
Kellett Wealth Advisors, LLC5,113$981K0.53%-37513F-HRTimeline
GatePass Capital, LLC5,112$981K0.48%+1,03613F-HRTimeline
Eldridge Investment Advisors, Inc.5,106$979K0.21%-21113F-HRTimeline
D'Orazio & Associates, Inc.5,049$968K0.13%+213F-HRTimeline
Wealth Dimensions Group, Ltd.5,042$967K0.19%-47713F-HRTimeline
Strathmore Capital Advisors, Inc.4,639$962K0.27%new13F-HRTimeline
Wolff Financial Management LLC5,000$959K0.21%-14813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,987$957K0.08%+1,07513F-HRTimelineGroup
Ergawealth Advisors, Inc.4,975$954K0.42%+913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,972$954K<0.01%+2,41213F-HRTimelineGroup
REGIMEN WEALTH, LLC4,970$953K0.28%-12,64913F-HRTimeline
Crusonia Wealth Advisors LLC4,913$942K0.19%013F-HRTimeline
Sanchez Gaunt Capital Management, LLC4,912$942K0.59%13F-HRTimeline
McAdam, LLC4,911$942K0.04%+77013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,897$940K0.22%+62913F-HRTimeline
FLC Capital Advisors4,894$939K0.17%013F-HRTimeline
SWEENEY & MICHEL, LLC4,636$933K0.27%+23513F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,482$928K0.29%+3,07213F-HRTimeline
Clark Asset Management, LLC4,821$925K0.09%+1,32613F-HRTimeline
WASHINGTON TRUST Co4,815$924K0.03%013F-HRTimeline
Fulton Bank, N.A.4,773$916K0.03%-23113F-HRTimeline
KELLY FINANCIAL GROUP LLC4,710$903K0.23%+4213F-HRTimeline
Ridgeline Wealth Planning, LLC4,696$901K0.66%-71313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,683$898K0.33%-27513F-HR/ATimelineGroup
Destiny Wealth Partners, LLC4,675$897K0.1%-5213F-HRTimeline
United Advisor Group, LLC4,661$894K0.11%-12,02013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC4,635$889K0.11%013F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding4,616$886K+2,268Timeline
Turtle Creek Wealth Advisors, LLC4,611$884K0.07%-1,19513F-HRTimeline
Catalina Capital Group, LLC4,606$883K0.54%+23013F-HRTimeline
Claris Financial LLC4,590$880K0.48%-42713F-HRTimeline
PKS Advisory Services, LLC4,585$880K0.2%-90513F-HRTimeline
LANE BROTHERS & CO INC4,570$877K0.64%-39813F-HRTimeline
MSH Capital Advisors LLC4,549$872K0.18%-94713F-HRTimeline
Capital Investment Counsel, LLC4,540$871K0.12%-1,54013F-HRTimeline
Altus Wealth Group LLC4,526$868K0.36%-10813F-HRTimeline
Legacy Trust4,516$866K0.17%013F-HRTimeline
Fiduciary Alliance LLC4,211$861K0.05%+99613F-HRTimeline
Cyndeo Wealth Partners, LLC4,481$859K0.05%+68613F-HRTimeline
White Lighthouse Investment Management …4,474$858K0.12%+25313F-HRTimeline
Richard P Slaughter Associates Inc4,472$858K0.19%-2,24113F-HRTimeline
Marshall Financial Group, LLC4,453$854K0.14%-2,54513F-HRTimeline
Americana Partners, LLC4,444$852K0.02%-35313F-HRTimeline
Avior Wealth Management, LLC4,437$851K0.02%+1,84413F-HRTimeline
Coordinated Financial Services, Inc.4,435$851K0.49%+3613F-HRTimeline
Trace Wealth Advisors, LLC4,434$850K0.64%013F-HRTimeline
STABLEFORD CAPITAL II LLC4,404$845K0.31%new13F-HRTimeline
FLP Wealth Management, LLC4,400$844K1.74%-42913F-HR/ATimeline
PFG Private Wealth Management, LLC4,392$842K0.36%-29,79813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,316$828K0.04%+1,14813F-HRTimelineGroup
Moors & Cabot, Inc.4,302$825K0.04%+58513F-HRTimeline
FAMILY WEALTH PARTNERS, LLC4,298$824K0.28%013F-HRTimeline
Veltria Advisors Corp.3,967$823K2.74%new13F-HRTimeline
Investment Research Partners LLC4,286$822K0.33%-2,09113F-HRTimeline
Amplius Wealth Advisors, LLC4,269$819K0.07%+113F-HRTimeline
Bogart Wealth, LLC4,229$811K0.03%+85713F-HRTimeline
Compagnie Lombard Odier SCmA4,220$809K0.01%013F-HRTimeline
RDA Financial Network4,194$804K0.2%-2,90113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,192$804K0.12%-25213F-HRTimelineGroup
Curi Capital, LLC4,183$802K0.01%+1,01813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,178$801K<0.01%-1,11513F-HRTimelineGroup
Continuum Advisory, LLC4,102$787K0.08%+12313F-HRTimeline
Procyon Advisors, LLC4,090$784K0.04%+72913F-HRTimeline
IBEX WEALTH ADVISORS4,083$783K0.07%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD4,070$781K0.12%+4213F-HR/ATimeline
BLUEDOOR PRIVATE WEALTH, LLC4,069$780K0.36%-7613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,065$780K0.08%-84913F-HRTimeline
Midwest Trust Co4,061$779K0.01%-62513F-HRTimeline
DAVIDSON TRUST CO4,058$778K0.34%+40313F-HRTimeline
Valeo Financial Advisors, LLC4,048$777K0.02%-25213F-HRTimeline
Sonoma Private Wealth LLC4,047$776K0.96%-53913F-HRTimeline
New England Professional Planning Group…4,040$775K0.32%+513F-HRTimeline
Gilliland Jeter Wealth Management LLC4,031$773K0.23%+45113F-HRTimeline
HCR Wealth Advisors3,994$766K0.08%-2513F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC3,973$762K0.17%-17313F-HRTimeline
Paulson Wealth Management Inc.3,965$761K0.18%013F-HRTimeline
NCM Capital Management, LLC3,939$756K0.27%013F-HRTimeline
True North Advisors, LLC3,936$755K0.09%-12113F-HRTimeline
Cherry Tree Wealth Management, LLC3,935$755K0.16%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,928$754K<0.01%13F-HRTimelineGroup
Indie Asset Partners, LLC3,920$752K0.86%+32813F-HRTimeline
WORLD EQUITY GROUP, INC.3,915$752K0.19%+29013F-HRTimeline
Willis Johnson & Associates, Inc.3,904$749K0.04%+213F-HRTimeline
TOWER BRIDGE ADVISORS3,900$748K0.07%new13F-HRTimeline
TrueWealth Financial Partners3,887$746K0.3%new13F-HRTimeline
Lifeworks Advisors, LLC3,868$742K0.1%-56413F-HRTimeline
FIRST MANHATTAN CO. LLC.3,863$741K<0.01%-95813F-HRTimeline
Resurgent Financial Advisors LLC3,814$732K0.27%+9513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,796$728K0.06%+51913F-HRTimeline
Emprise Bank3,792$727K0.29%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC3,770$723K0.75%-21713F-HRTimeline
InTrack Investment Management Inc3,747$719K0.41%-1,38313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRED AVON FAMILY WEALTH, LLC3,730$715K0.24%013F-HRTimeline
Firestone Capital Management3,701$710K0.15%+613F-HRTimeline
Moss Adams Wealth Advisors LLC3,699$710K0.05%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,633$697K0.01%-11513F-HRTimelineGroup
Semus Wealth Partners LLC3,632$697K0.39%-17213F-HRTimeline
MBL Wealth, LLC3,629$696K0.05%-11013F-HRTimeline
SMART Wealth LLC3,619$694K0.2%+1,70113F-HRTimeline
National Philanthropic Trust3,586$688K0.01%+49113F-HRTimeline
Northside Capital Management, LLC3,582$687K0.06%013F-HRTimeline
SIGNATUREFD, LLC3,570$685K0.01%+9113F-HRTimeline
Empirical Asset Management, LLC3,565$684K0.18%-6913F-HRTimeline
Wilkins Miller Wealth Management, LLC3,561$683K0.41%+1113F-HRTimeline
Root Financial Partners, LLC3,541$679K0.03%+1,33313F-HRTimeline