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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,625 managers (1,648 13F filers) reported a position in QUAL shares at 2026-06-30, 171,292,537 shares in all. 108 filers opened a position and 110 filers sold out during the quarter.

Managers
1,625
13F filers
1,648
New
108
Added
495
Reduced
763
Sold out
110
Shares held by filers
171,292,537

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
First Heartland Consultants, Inc.2,719$597K0.04%-6,69313F-HRTimeline
Index Technologies Group LLC2,717$596K0.48%+22913F-HRTimeline
BBR PARTNERS, LLC2,715$596K0.03%new13F-HRTimeline
CWA Asset Management Group, LLC2,711$595K0.02%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,666$585K<0.01%+24413F-HRTimelineGroup
Crewe Advisors LLC2,664$585K0.04%+3213F-HRTimeline
Avail Investment Partners, LLC2,651$582K0.45%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,646$581K0.04%-52013F-HRTimelineGroup
IPG Investment Advisors LLC2,637$579K0.08%-18213F-HRTimeline
Pinion Investment Advisors, LLC2,633$578K0.11%-14,57713F-HRTimeline
Wise Wealth Partners2,623$576K0.98%-2,56113F-HRTimeline
46 Peaks LLC2,622$575K0.36%-17413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,623$575K0.03%+16313F-HRTimeline
Citizens National Bank Trust Department2,606$572K0.08%013F-HRTimeline
Mosley Wealth Management2,602$571K0.18%-23,32713F-HRTimeline
Asset Allocation Strategies LLC2,599$570K0.09%+5713F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,589$568K0.01%013F-HRTimeline
4J Wealth Management LLC2,588$568K0.28%-75013F-HRTimeline
San Luis Wealth Advisors LLC2,572$564K0.08%+513F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,558$561K0.22%-50013F-HRTimeline
Heritage Family Offices, LLP2,558$561K0.22%-37813F-HRTimeline
Parkwoods Wealth Partners, LLC2,541$557K0.09%-5913F-HRTimeline
WADDELL & ASSOCIATES, LLC2,537$557K0.03%-14213F-HRTimeline
Box Hill Private Wealth LLC2,535$556K0.45%+413F-HRTimeline
Frederick Financial Consultants, LLC2,520$553K0.23%+64813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,510$551K0.07%013F-HR/ATimeline
Compass Wealth Management, LLC/GA2,508$550K0.22%-1213F-HRTimeline
Lansing Street Advisors2,507$550K0.12%+413F-HRTimeline
LS Investment Advisors, LLC2,505$550K0.07%-15013F-HRTimeline
Disciplined Investments, LLC2,503$549K0.18%013F-HR/ATimeline
VIAWEALTH, LLC2,503$549K0.28%+313F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC2,500$549K0.05%+18813F-HRTimelineGroup
Forefront Wealth Partners, LLC2,481$545K0.17%+35813F-HRTimeline
SAPIENT CAPITAL LLC2,462$540K0.01%new13F-HR/ATimeline
L. Roy Papp & Associates, LLP2,461$540K0.06%013F-HRTimeline
FSM Wealth Advisors, LLC2,451$538K0.06%new13F-HRTimeline
Asset Dedication, LLC2,439$535K0.03%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,432$534K0.27%+3513F-HRTimeline
Cadia Private Client LLC2,427$532K0.38%-10,31613F-HRTimeline
Daybright Advisory Services, Inc.2,427$532K0.13%+37913F-HRTimeline
CIBC WORLD MARKET INC.2,417$530K<0.01%+14313F-HRTimeline
Key Financial Inc2,409$529K0.09%013F-HRTimeline
Krilogy Financial LLC2,388$524K0.02%+6013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,384$523K0.01%+20313F-HRTimeline
Factor Wealth Management LTD2,372$520K0.08%new13F-HRTimeline
Integrity Financial Corp /WA2,368$520K0.25%+113F-HRTimeline
Harbor Asset Planning, Inc.2,364$519K0.39%+413F-HRTimeline
Turtle Creek Wealth Advisors, LLC2,364$519K0.03%-2,24713F-HRTimeline
Causey Wealth LLC2,364$519K0.2%013F-HRTimeline
R2 Capital Strategies, LLC2,364$519K0.23%13F-HRTimeline
PHILADELPHIA TRUST CO2,356$517K0.03%013F-HRTimeline
AMG Asset Management Group, Inc.2,351$516K0.32%+113F-HRTimeline
Fortune Financial Advisors, LLC2,343$514K0.22%+113F-HRTimeline
Portfolio Resources Advisor Group, Inc.2,340$513K0.43%-12,68813F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC2,331$511K0.17%+2313F-HRTimelineGroup
Busey Bank2,328$511K0.01%013F-HRTimeline
Williams Jones Wealth Management, LLC.2,327$511K0.01%+50013F-HRTimeline
Balefire, LLC2,320$509K0.08%+48313F-HRTimeline
Wescott Financial Advisory Group, LLC2,319$509K0.04%+213F-HRTimeline
Empirical Asset Management, LLC2,313$507K0.11%-1,25213F-HRTimeline
SFMG, LLC2,310$507K0.03%-6013F-HRTimeline
Unify Financial Advisors2,310$507K0.47%-5,36613F-HRTimeline
CogentBlue Wealth Advisors, LLC2,306$506K0.29%013F-HRTimeline
BNB Wealth Management, LLC2,293$503K0.28%+213F-HRTimeline
Tidemark, LLC2,278$500K0.11%-7413F-HRTimeline
CapWealth Advisors, LLC2,270$498K0.03%013F-HRTimeline
Atlas Brown,Inc.2,266$497K0.13%-36613F-HRTimeline
Kaufman Rossin Wealth, LLC2,271$496K0.24%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,256$495K0.17%-45713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,251$494K0.04%013F-HRTimeline
Gemmer Asset Management LLC2,242$492K0.03%-3013F-HRTimeline
Ledyard National Bank2,241$492K0.04%-3013F-HRTimeline
JDM Financial Group LLC2,234$490K0.17%013F-HRTimeline
Sensible Money, LLC2,232$490K0.13%013F-HRTimeline
COFG Advisors, LLC2,229$489K0.08%-8913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,218$487K0.01%+8813F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,212$485K0.19%-43613F-HRTimeline
Darden Wealth Group Inc2,209$485K0.19%-6513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,203$483K0.09%-25913F-HRTimeline
Leading Edge Financial Planning LLC2,197$482K0.09%-27313F-HRTimeline
Oregon Pacific Wealth Management, LLC2,197$482K0.45%-1,57313F-HRTimeline
Grey Ledge Advisors, LLC2,189$480K0.1%+9213F-HRTimeline
ASPIRIANT, LLC2,175$477K0.01%013F-HRTimeline
XY Planning Network, Inc.2,173$477K0.06%-9,52713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,168$476K<0.01%new13F-HRTimelineGroup
Argentarii, LLC2,113$476K0.14%013F-HRTimeline
Arvest Bank Trust Division2,165$475K0.02%new13F-HRTimeline
Morton Capital Management LLC/CA2,163$475K0.06%+51913F-HRTimeline
BCU Wealth Advisors, LLC2,158$474K0.16%-7,38213F-HRTimeline
Town Capital LLC2,156$473K0.3%-22,46513F-HRTimeline
Milestone Asset Management Group, LLC2,147$471K0.24%-6113F-HRTimeline
Advisory Alpha, LLC2,146$471K0.01%+11613F-HRTimeline
REYL & Cie S.A.2,445$470K0.54%13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,143$470K0.03%-4513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,130$467K+25Timeline
Lodestone Wealth Management LLC2,130$467K0.17%-9113F-HRTimeline
Klingman & Associates, LLC2,114$464K0.02%-32113F-HRTimeline
True North Advisors, LLC2,107$462K0.04%-1,82913F-HRTimeline
Glass Jacobson Investment Advisors llc2,103$461K0.14%-19013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,095$460K0.02%-6,31813F-HRTimeline
Veridan Wealth LLC2,083$457K0.16%-19313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,082$457K0.28%-1013F-HRTimeline
Investment Planning Advisors, Inc.2,078$456K0.11%-11713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,077$455K0.16%-3,50713F-HRTimeline
Larson Financial Group LLC2,073$455K0.01%-49213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,068$454K0.03%-5213F-HRTimelineGroup
Frankly Finances, LLC2,062$452K0.36%013F-HR/ATimeline
Destination Wealth Management2,061$452K0.01%+51013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,060$452K0.06%013F-HRTimeline
MSH Capital Advisors LLC2,059$452K0.08%-2,49013F-HRTimeline
Quantbot Technologies LP2,058$452K0.02%+1,65113F-HRTimeline
FLP Wealth Management, LLC2,025$444K0.79%-2,37513F-HRTimeline
Riverbend Wealth Management, LLC2,023$444K0.23%-15013F-HRTimeline
Koshinski Asset Management, Inc.2,015$442K0.02%+5313F-HRTimeline
Alvarez & Marsal Private Wealth Partner…2,012$441K0.06%+10313F-HRTimeline
Octavia Wealth Advisors, LLC2,003$439K0.04%-71813F-HRTimeline
GUERRA PAN ADVISORS, LLC1,993$437K0.24%-21013F-HRTimeline
Quotient Wealth Partners, LLC1,980$434K0.01%-58513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,975$433K0.07%013F-HRTimeline
Clarity Financial LLC1,973$433K0.04%+5013F-HRTimeline
Investment Management Trust, LLC1,968$432K0.39%-6213F-HRTimeline
Clearwater Capital Advisors, LLC1,965$431K0.03%-10613F-HRTimeline
OakTrust Wealth Advisors, LLC1,965$431K0.37%+413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,960$430K0.04%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,958$430K0.28%013F-HRTimeline
Magnus Financial Group LLC1,959$430K0.03%-55413F-HRTimeline
Lee Financial Co1,928$423K0.05%new13F-HRTimeline
W1M Asset Management Ltd1,921$422K<0.01%+10613F-HRTimeline
CWS Financial Advisors, LLC1,920$421K0.09%013F-HRTimeline
Napier Financial, LLC1,916$420K0.09%013F-HRTimeline
LVW Advisors, LLC1,913$420K0.04%-20113F-HRTimeline
Elevation Wealth Management LLC1,911$419K0.31%-91513F-HRTimeline
J. M. Brown & Associates Inc.1,910$419K0.24%13F-HRTimeline
LifeGoal Investments, LLC1,908$419K0.19%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,906$418K0.01%-17013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,899$417K0.12%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,899$417K0.2%+1,59913F-HRTimeline
KERR FINANCIAL PLANNING Corp1,895$416K0.46%-313F-HRTimeline
Coastal Bridge Advisors, LLC1,890$415K0.03%+313F-HRTimeline
Bullock Wealth Management Group1,885$413K0.18%013F-HRTimeline
Apex Wealth Management, LLC1,878$412K0.25%+1613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,877$412K0.08%-313F-HRTimeline
Provident Wealth Management, LLC1,872$411K0.11%-12813F-HRTimeline
Accurate Wealth Management, LLC1,868$410K0.04%+67713F-HRTimeline
Intrua Financial, LLC1,869$410K0.04%+19713F-HRTimeline
Hunter Perkins Capital Management, LLC1,868$410K0.09%+31713F-HRTimeline
Payne Capital LLC1,867$410K0.34%013F-HRTimeline
PCM Encore, LLC1,866$409K0.07%new13F-HRTimeline
Colter Lewis Investment Partners LLC1,857$407K0.18%013F-HRTimeline
Walkner Condon Financial Advisors LLC1,853$407K0.05%new13F-HRTimeline
GAMMA Investing LLC1,840$404K0.02%+7913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,823$400K0.04%-11,04513F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC1,816$398K0.09%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC1,813$398K0.08%new13F-HRTimeline
Joel Isaacson & Co., LLC1,808$397K0.01%+12413F-HRTimeline
Alpha Financial Partners LLC1,807$396K0.21%-50113F-HRTimeline
Kendall Capital Management1,800$395K0.07%013F-HRTimeline
BAM Wealth Management, LLC1,798$395K0.25%-97313F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,797$394K0.05%+1,74013F-HRTimeline
Advance Capital Management, Inc.1,793$393K0.01%-2413F-HRTimeline
Avion Wealth1,787$392K0.07%-213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,782$391K0.11%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,778$390K0.23%013F-HRTimeline
Commonwealth Financial Services, LLC1,774$389K0.05%-913F-HRTimeline
Curtis Advisory Group, LLC1,752$384K0.07%-10,82613F-HRTimeline
Empire Life Investments Inc.1,750$384K0.02%-4,30013F-HRTimeline
BLALOCK WILLIAMS, LLC1,746$383K0.25%-9,29013F-HRTimeline
Diversified Portfolios, Inc.1,745$383K0.03%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,741$382K0.03%-813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,735$381K0.02%013F-HRTimeline
Adelphi Trust Co1,730$380K0.25%013F-HRTimeline
CPA Asset Management Group, LLC1,721$378K0.11%013F-HRTimeline
Headlands Technologies LLC1,720$377K0.04%+45413F-HRTimeline
Clark Capital Management Group, Inc.1,714$376K<0.01%-47713F-HRTimeline
Principle Wealth Partners LLC1,704$374K0.02%-2413F-HRTimeline
Hobbs Wealth Management, LLC1,700$373K0.32%-23,98813F-HRTimeline
Envision Financial Planning, LLC1,694$372K0.12%-15013F-HRTimeline
Nikulski Financial, Inc.1,683$369K0.08%-18013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,681$369K0.01%013F-HRTimeline
CHANNEL WEALTH LLC1,676$368K0.08%-24313F-HRTimeline
Solstein Capital, LLC1,674$367K0.13%013F-HRTimeline
Warren Street Wealth Advisors, LLC1,666$366K0.08%013F-HRTimeline
Fund Evaluation Group, LLC1,661$364K0.01%013F-HRTimeline
Capital Investment Counsel, LLC1,659$364K0.05%-2,88113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,658$364K0.01%+9713F-HRTimeline
Black Diamond Financial, LLC1,658$364K0.03%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,648$362K0.17%-14913F-HRTimeline
Rehmann Capital Advisory Group1,644$361K0.02%-65013F-HRTimeline
INVESTED ADVISORS1,635$359K0.32%013F-HRTimeline
American Wealth Advisors, LLC1,635$359K0.34%+313F-HRTimeline
Gilliland Jeter Wealth Management LLC1,632$358K0.09%-2,39913F-HRTimeline
Cornerstone Wealth Group, LLC1,627$357K0.02%-14,67813F-HRTimeline
Farnam Financial LLC1,620$355K0.26%+7113F-HRTimeline
SIMA Wealth Partners, LLC1,617$355K0.25%013F-HRTimeline
Confluence Wealth Services, Inc.1,616$355K0.01%+34413F-HRTimeline
Falcon Wealth Planning1,614$354K0.02%013F-HRTimeline
RAM Investment Partners, LLC1,602$352K0.06%new13F-HRTimeline
Revisor Wealth Management LLC1,598$351K0.08%+19313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,595$350K0.54%+713F-HRTimeline
Hobart Private Capital, LLC1,595$350K0.06%+13413F-HRTimeline